Top No-Load Mutual Funds: Kiplinger's 25 Favorite Choices

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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

Swipe to scroll horizontally

Fund name

Symbol

One-year return

Five-year annualized return

10-year annualized return

Yield

Expense ratio

Dean Mid Cap Value

DALCX

24.5

10.7

10.9

0.9

0.85

Dodge & Cox Stock

DODGX

17.8

9.6

13.1

1.2

0.51

Fidelity Blue Chip Growth

FBGRX

47.8

14.3

21.0

0.0

0.61

Marsico Midcap Growth Focus

MXXIX

36.2

10.5

16.3

0.0

1.31

Oberweis Small-Cap Opportunities

OBSOX

57.7

14.9

18.1

0.0

1.25

T. Rowe Price Dividend Growth

PRDGX

19.9

9.8

12.9

0.9

0.64

T. Rowe Price Small-Cap Value

PRSVX

35.5

6.1

10.6

0.7

0.79

PRIMECAP Odyssey Growth

POGRX

51.5

12.6

15.7

0.5

0.66

Vanguard Equity Income

VEIPX

26.6

11.5

12.0

2.1

0.26

Vanguard Strategic Equity

VSEQX

41.1

11.7

13.1

1.0

0.17

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Fund name

Symbol

One-year return

Five-year annualized return

10-year annualized return

Yield

Expense ratio

Baron Emerging Markets

BEXFX

41.0

3.3

7.8

1.6

1.37

Brown Capital Mgmt Intl Sm Co

BCSVX

-15.6

-3.7

8.1

0.4

1.31

Fidelity International Growth

FIGFX

19.0

6.1

9.4

0.6

0.84

Janus Henderson Global Equity Income

HFQTX

29.9

11.0

8.4

6.2

0.94

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Fund name

Symbol

One-year return

Five-year annualized return

10-year annualized return

Yield

Expense ratio

Fidelity Select Health Care

FSPHX

11.3

1.5

9.4

0.5

0.63

T. Rowe Price Global Technology

PRGTX

66.3

7.3

17.9

0.0

0.93

Vanguard Wellington

VWELX

22.4

8.4

10.0

2.0

0.24

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Fund name

Symbol

One-year return

Five-year annualized return

10-year annualized return

Yield

Expense ratio

Baird Aggregate Bond

BAGSX

4.0

0.2

1.8

4.0

0.55

Dodge & Cox Income

DODIX

5.2

1.4

3.0

4.3

0.41

Fidelity Interm Muni Income

FLTMX

5.7

1.2

2.1

3.1

0.37

Fidelity Strategic Income

FADMX

10.1

3.4

4.5

4.3

0.64

T. Rowe Price Floating Rate

PRFRX

6.8

6.0

5.0

6.3

0.76

Vanguard Emerging Markets Bond

VEMBX

13.2

4.2

6.8

5.5

0.50

Vanguard High-Yield Corporate

VWEHX

8.0

4.0

5.1

6.0

0.22

Vanguard Short-Term Investment-Grade

VFSTX

4.6

2.3

2.6

4.4

0.20

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Indexes

Row 0 - Cell 1

One-year return

Five-year annualized return

10-year annualized return

Yield

S&P 500 INDEX

Row 1 - Cell 1

31.1

13.1

15.3

1.3

RUSSELL 2000 INDEX*

Row 2 - Cell 1

44.4

5.7

11.0

1.3

MSCI EAFE INDEX†

Row 3 - Cell 1

24.6

8.8

8.8

2.8

MSCI EMERGING MARKETS INDEX

Row 4 - Cell 1

46.7

6.1

9.2

2.3

BLOOMBERG U.S. AGGREGATE BOND INDEX#

Row 5 - Cell 1

4.1

0.2

1.7

4.6

As of April 30, 2026. *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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