The Kiplinger 25: Our Favorite No-Load Mutual Funds

The Kiplinger 25 is a list of our top no-load mutual funds that have proven capable of weathering any storm.
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The Kiplinger 25 is a list of our favorite no-load mutual funds. We favor funds run by seasoned managers who take a long view and have proved themselves able to weather many a storm. And we prefer low to below-average fees.
In the tables below, you can see for each of the 25 funds, expense ratios and one-year, and annualized five- and ten-year total returns (the fund's rate of return over a given period of time, including interest, capital gains, dividends and distributions).

The Kiplinger 25 Funds

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Header Cell - Column 0 Symbol1 yr. return5 yrs. annualized total return10 yrs. annualized total returnYieldExpense ratio
U.S. Stock FundsRow 0 - Cell 1 Row 0 - Cell 2 Row 0 - Cell 3 Row 0 - Cell 4 Row 0 - Cell 5 Row 0 - Cell 6
DF Dent Midcap GrowthDFDMX14.810.19.90.00.87
Dodge & Cox StockDODGX10.312.110.81.40.51
Fidelity Blue Chip GrowthFBGRX42.019.016.30.00.69
Heartland Mid Cap ValueHRMDX3.110.8N/A0.71.10
Mairs & Power GrowthMPGFX21.613.010.70.80.63
T. Rowe Price Dividend GrowthPRDGX10.912.611.81.10.64
T. Rowe Price QM US Sm-Cp Gr EqPRDSX9.58.99.10.00.80
T. Rowe Price Small-Cap ValuePRSVX-1.27.47.30.60.82
Primecap Odyssey GrowthPOGRX12.510.211.40.50.66
Vanguard Equity-IncomeVEIPX4.110.310.02.80.28
International Stock FundsRow 11 - Cell 1 Row 11 - Cell 2 Row 11 - Cell 3 Row 11 - Cell 4 Row 11 - Cell 5 Row 11 - Cell 6
Baron Emerging MarketsBEXFX-4.20.12.20.41.38
Brown Capital Mgmt Intl Small CompanyBCSVX11.78.6N/A0.01.31
Fidelity International GrowthFIGFX12.09.97.30.50.92
Janus Henderson Global Equity IncomeHFQTX3.95.94.43.80.98
Specialized FundsRow 16 - Cell 1 Row 16 - Cell 2 Row 16 - Cell 3 Row 16 - Cell 4 Row 16 - Cell 5 Row 16 - Cell 6
Fidelity Select Health CareFSPHX2.18.610.10.00.69
T. Rowe Price Global TechnologyPRGTX41.210.414.90.00.95
TCW Enhanced Commodity StrategyTGABX-8.07.3-0.14.80.75
Bond FundsRow 20 - Cell 1 Row 20 - Cell 2 Row 20 - Cell 3 Row 20 - Cell 4 Row 20 - Cell 5 Row 20 - Cell 6
Baird Aggregate BondBAGSX2.61.01.84.00.55
Fidelity Interm Muni IncomeFLTMX2.92.02.43.00.35
Fidelity Strategic IncomeFADMX6.13.23.45.30.68
T. Rowe Price Floating RatePRFRX10.24.83.98.50.78
TIAA-CREF Core Impact BondTSBRX2.20.61.94.50.63
Vanguard Emerging Markets BondVEMBX8.64.5N/A7.10.55
Vanguard High-Yield CorporateVWEHX7.74.04.26.40.23
Vanguard Short-Term Inv-GradeVFSTX4.81.91.84.80.20
IndexesRow 29 - Cell 1 Row 29 - Cell 2 Row 29 - Cell 3 Row 29 - Cell 4 Row 29 - Cell 5 Row 29 - Cell 6
S&P 500-STOCK INDEXRow 30 - Cell 1 20.814.312.61.5Row 30 - Cell 6
RUSSELL 2000 INDEX*Row 31 - Cell 1 2.46.87.01.5Row 31 - Cell 6
MSCI EAFE INDEX†Row 32 - Cell 1 10.06.94.83.0Row 32 - Cell 6
MSCI EMERGING MARKETS INDEXRow 33 - Cell 1 -2.91.02.92.9Row 33 - Cell 6
BLOOMBERG U.S. AGG BOND IDX#Row 34 - Cell 1 2.10.81.64.6Row 34 - Cell 6

As of January 31, 2024. *Small-company U.S. stocks. †Foreign stocks. #High-grade U.S. bonds.  N/A = Fund not in existence for the entire period. 

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SOURCES: Fund companies, FTSE Russell, Morningstar Inc., MSCI, S&P Dow Jones Indices. Yields listed for bond funds are SEC yields, which are net of fees; stock fund yields are the yield for the past 12 months.

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Senior Associate Editor, Kiplinger's Personal Finance

Nellie joined Kiplinger in August 2011 after a seven-year stint in Hong Kong. There, she worked for the Wall Street Journal Asia, where as lifestyle editor, she launched and edited Scene Asia, an online guide to food, wine, entertainment and the arts in Asia. Prior to that, she was an editor at Weekend Journal, the Friday lifestyle section of the Wall Street Journal Asia. Kiplinger isn't Nellie's first foray into personal finance: She has also worked at SmartMoney (rising from fact-checker to senior writer), and she was a senior editor at Money.