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
| Header Cell - Column 0 | Symbol | 1 yr. return | 5 yrs. annualized total return | 10 yrs. annualized total return | Yield | Expense ratio |
|---|---|---|---|---|---|---|
| U.S. Stock Funds | Row 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 Growth | DFDMX | -12.70 | 8.00 | 10.90 | 0.00 | 0.85 |
| Dodge & Cox Stock | DODGX | -6.80 | 9.40 | 11.40 | 1.40 | 0.51 |
| Fidelity Blue Chip Growth | FBGRX | -15.70 | 13.90 | 15.60 | 0.00 | 0.76 |
| Heartland Mid Cap Value | HRMDX | -0.90 | 9.70 | N/A | 0.50 | 1.10 |
| Mairs & Power Growth | MPGFX | -8.70 | 10.30 | 10.30 | 0.70 | 0.61 |
| T. Rowe Price Dividend Growth | PRDGX | -3.80 | 11.40 | 11.90 | 1.10 | 0.62 |
| T. Rowe Price QM US Sm-Cp Gr Eq | PRDSX | -5.90 | 6.80 | 10.40 | 0.00 | 0.78 |
| T. Rowe Price Small-Cap Value | PRSVX | -12.10 | 5.50 | 7.90 | 0.40 | 0.78 |
| Primecap Odyssey Growth | POGRX | -4.60 | 6.60 | 12.00 | 0.50 | 0.66 |
| Vanguard Equity-Income | VEIPX | -3.30 | 8.90 | 10.30 | 2.80 | 0.28 |
| International Stock Funds | Row 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 Markets | BEXFX | -11.60 | -2.60 | 2.90 | 0.00 | 1.33 |
| Brown Capital Mgmt Intl Small Company | BCSVX | -9.50 | 5.50 | N/A | 0.00 | 1.31 |
| Fidelity International Growth | FIGFX | -2.20 | 6.30 | 7.00 | 0.20 | 1.01 |
| Janus Henderson Global Equity Income | HFQTX | -2.10 | 3.20 | 4.80 | 3.80 | 1.02 |
| Specialized Funds | Row 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 Care | FSPHX | -3.90 | 10.30 | 13.90 | 0.00 | 0.68 |
| T. Rowe Price Global Technology | PRGTX | -26.20 | 4.30 | 15.10 | 0.00 | 0.86 |
| TCW Enhanced Commodity Strategy | TGABX | -12.70 | 6.60 | -0.40 | 3.80 | 0.75 |
| Bond Funds | Row 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 Bond | BAGSX | -4.90 | 0.90 | 1.50 | 4.20 | 0.55 |
| Fidelity Interm Muni Income | FLTMX | 0.90 | 2.00 | 2.00 | 3.10 | 0.35 |
| Fidelity Strategic Income | FADMX | -3.80 | 2.10 | 2.80 | 5.60 | 0.68 |
| T. Rowe Price Floating Rate | PRFRX | 2.80 | 3.20 | 3.30 | 8.00 | 0.75 |
| TIAA-CREF Core Impact Bond | TSBRX | -5.80 | 0.50 | 1.60 | 4.10 | 0.64 |
| Vanguard Emerging Markets Bond | VEMBX | -3.00 | 3.40 | N/A | 6.50 | 0.55 |
| Vanguard High-Yield Corporate | VWEHX | -2.00 | 3.20 | 3.80 | 7.00 | 0.23 |
| Vanguard Short-Term Inv-Grade | VFSTX | -0.30 | 1.50 | 1.50 | 4.90 | 0.20 |
| Indexes | Row 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 INDEX | Row 30 - Cell 1 | -7.70 | 11.20 | 12.20 | 1.70 | Row 30 - Cell 6 |
| RUSSELL 2000 INDEX* | Row 31 - Cell 1 | -11.60 | 4.70 | 8.00 | 1.40 | Row 31 - Cell 6 |
| MSCI EAFE INDEX† | Row 32 - Cell 1 | -1.40 | 3.50 | 5.00 | 3.10 | Row 32 - Cell 6 |
| MSCI EMERGING MARKETS INDEX | Row 33 - Cell 1 | -10.70 | -0.90 | 2.00 | 3.30 | Row 33 - Cell 6 |
| BLOOMBERG U.S. AGG BOND IDX# | Row 34 - Cell 1 | -4.80 | 0.90 | 1.40 | 4.40 | Row 34 - Cell 6 |
As of March 31, 2023. *Small-company U.S. stocks. †Foreign stocks. #High-grade U.S. bonds. N/A = Fund not in existence for the entire period. 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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