Kiplinger's Top Picks: Preferred Mutual Funds without Sales Charges
Top Performing Mutual Funds: Kiplinger 25 List Reveals Favourites for Long-Term Investors
Investors seeking seasoned management, low fees, and solid long-term returns have a new guide: the Kiplinger 25 list. According to Kiplinger (August 2025), this list includes no-load funds that excel in total returns over one, five, and ten years, while maintaining reasonable yields and cost structures.
The funds on the Kiplinger 25 list include DF Dent Midcap Growth, Dodge & Cox Stock, Fidelity Blue Chip Growth, Heartland Mid Cap Value, Janus Henderson Global Equity Income Fund, T. Rowe Price Small-Cap Value, and more.
Here's a snapshot of some selected funds from the 2025 Kiplinger 25:
| Fund Name | 1-Year Return (%) | 5-Year Return (%) (annualized) | 10-Year Return (%) (annualized) | Yield (%) | Expense Ratio (%) | |-----------------------------------|-------------------|--------------------------------|---------------------------------|-----------|-------------------| | DF Dent Midcap Growth (DFDMX) | 8.9 | Data not specified | Data not specified | Data not specified | Low to below average (exact not specified) | | Dodge & Cox Stock (DODGX) | 7.4 | Data not specified | Data not specified | Data not specified | Low to below average | | Fidelity Blue Chip Growth (FBGRX) | 23.8 | Data not specified | Data not specified | Data not specified | Low to below average | | Janus Henderson Global Equity Income Fund (HFQTX) | Data not specified | Stays afloat amid rough markets | Data not specified | Focus on dividend payers| Low to below average | | T. Rowe Price Small-Cap Value (PRSVX) | Stands out for quality value pricing in turbulent markets | Data not specified | Data not specified | Data not specified | Low to below average |
Exact yield and expense ratio figures were not detailed in the summary, but Kiplinger notes that the funds favor low to below-average fees and that yield data is available in the tables on their site.
Other notable funds include T. Rowe Price Global Technology, with a one-year return of 24.3, a five-year annualized return of 8.5, and a ten-year annualized return of 15.4. Its yield is 0.0, and its expense ratio is 0.92%.
Dodge & Cox Stock, with a one-year return of 7.4, a five-year annualized return of 16.5, a ten-year annualized return of 11.3, a yield of 1.4, and an expense ratio of 0.51%, is also a strong contender.
For precise yield and expense ratio values for each fund, direct consultation of the Kiplinger 25 fund tables is recommended, as the summary does not provide full numeric details for every fund.
These mutual funds stand out for their strong total returns over one, five, and ten years, combined with reasonable yields and cost structures, making them favourites for long-term investors.
Sources for the data include fund companies, FTSE Russell, Morningstar Inc., MSCI, and S&P Dow Jones Indices.
[1] For more detailed information, visit Kiplinger's fund tables: Kiplinger Fund Tables
Persons interested in personal-finance and investing can find suitable long-term investment options by examining the Kiplinger 25 list, which showcases no-load funds with strong total returns over various time periods and reasonable costs. The Kiplinger 25 list includes, for instance, T. Rowe Price Small-Cap Value, Dodge & Cox Stock, and Fidelity Blue Chip Growth.
