Favorite Unmanaged Mutual Funds, As Recommended by Kiplinger
In the world of investment, finding the right mutual fund can make all the difference. Here's a look at the top performing funds in the Kiplinger 25 list as of July 31, 2025, in terms of one-year, five-year, and ten-year total returns.
| Fund Name | One-Year Total Return (%) | Five-Year Annualized Total Return (%) | Ten-Year Annualized Total Return (%) | |---------------------------------|--------------------------|---------------------------------------|-------------------------------------| | Janus Henderson Global Equity Income (HFQTX) | 17.3 | 10.8 | 6.2 | | Baron Emerging Markets (BEXFX) | 16.6 | 3.1 | 4.8 | | Brown Capital Mgmt Intl Small Co (BCSVX) | 14.9 | 6.6 | N/A | | PRIMECAP Odyssey Growth (POGRX) | 15.2 | 13.2 | 11.8 | | Vanguard Equity-Income (VEIPX) | 10.6 | 13.9 | 10.6 | | Fidelity International Growth (FIGFX) | 8.3 | 7.5 | 7.5 |
Janus Henderson Global Equity Income (HFQTX) leads the list in one-year return at 17.3%, while Vanguard Equity-Income (VEIPX) and PRIMECAP Odyssey Growth (POGRX) demonstrate the strongest long-term performance with 5- and 10-year returns above 10% annually.
The returns include interest, capital gains, dividends, and distributions, reflecting total performance over the specified periods. Note that some funds like Brown Capital Mgmt Intl Small Co do not have a ten-year return available.
The Kiplinger 25 is a list of favorite no-load mutual funds, favored by seasoned managers who take a long view and have proven themselves capable of weathering many storms. The data is updated as of the specified date, and other funds like Fidelity Select Health Care, T. Rowe Price Dividend Growth, and Baird Aggregate Bond also feature in the list with varying returns.
For those interested in small-company U.S. stocks, foreign stocks, and high-grade U.S. bonds, the data as of July 31, 2025, is available. For more information on the best no-load mutual funds you can buy, check out "The 25 Best No-Load Mutual Funds You Can Buy" and "Kiplinger 25 Model Portfolios".
Personal finance enthusiasts may find the Janus Henderson Global Equity Income (HFQTX) and Vanguard Equity-Income (VEIPX) appealing options for investing in mutual funds, given their impressive one-year and 10-year total returns, respectively. In addition, PRIMECAP Odyssey Growth (POGRX) demonstrates consistent long-term performance, boasting 5- and 10-year returns above 10% annually.
