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The Basics
May 23, 2013
Kip 25
Gina LeVay
3 New Additions to the Kip 25
The Kiplinger 25 at a Glance
Model Portfolios that Draw on the Kip 25
TRANSCRIPT: Editors Nellie Huang and Manny Schiffres talk about what goes into the Kip 25.
Mathews Asia Dividend Bucks the Crowd
SPECIAL REPORT: Mutual Funds
More on Kip 25
Mutual Funds
Vanguard Short-Term Investment-Grade
Mutual Funds
Harbor Bond
Value Added |
Steven Goldberg
7 Great Stocks to Own for the Long Term
Plus a fund that owns all of them — and more.
Fund Watch |
Nellie S. Huang
Artisan Value's Affection for Unloved Stocks
It's not always easy being a contrarian, but the strategy has worked well for this member of the Kiplinger 25.
Fund Watch |
Nellie S. Huang
Metropolitan West Unconstrained: A Bond Fund with a Lot of Room to Roam
The managers, all Pimco vets, have positioned the fund to withstand a rise in interest rates.
Kip 25
How We Pick the Kip 25
Deciding who's in, who's out of our favorite 25 mutual funds is a carefully considered process.
Fund Watch |
Elizabeth Ody
The Case for Buying Treasuries
Jeffrey Gundlach, manager of DoubleLine Total Return, believes interest rates could stay low for years to come, making government bonds a safe bet.
Value Added |
Steven Goldberg
A Growth Fund for Spicing up your Portfolio
Primecap Odyssey is a terrific fund that's filled with small and midcap stocks. It's a buy. Just don't overdo it.
Fund Watch |
Elizabeth Ody
Emerging-Markets Bonds: A Good Source for High Income
But, says the manager of Kip 25 fund Fidelity New Markets Income, don't expect debt from exotic lands to deliver big price gains.
Value Added |
Steven Goldberg
Own the World's Best Companies
Harbor International, a member of the Kiplinger 25, takes a long-term approach to investing in industry leaders abroad.
Fund Watch |
Nellie S. Huang
The Kip 25: Our Favorite Mutual Funds, 2013
An emerging-markets stock fund and two nontraditional bond funds join the Kiplinger 25.
Fund Watch |
Nellie S. Huang
The Doctor is Out at T. Rowe Price Health Sciences Fund
The fund’s manager and two analysts depart, leaving a void at this top-notch sector fund.
VALUE ADDED |
Steven Goldberg
Don't Be Fooled by No-Transaction-Fee Funds
The little bit of money you save by investing in a "free" fund is usually more than eaten up by higher fund expense ratios.
Fund Watch |
Nellie S. Huang
An Asia Fund that Goes Against the Crowd
Matthews Asia Dividend, a member of the Kip 25, is moving away from consumer stocks and toward more economically sensitive companies.
Fund Watch |
Elizabeth Ody
Risks Gathering in Municipal Bonds
The manager of Fidelity Intermediate Municipal Income says he has grown cautious following munis' strong returns and large inflows into muni funds.
Fund Watch |
Nellie S. Huang
Mairs & Power Growth: A Worthy Substitute for BBH Core Select
With the BBH fund closing its doors, we've replaced it on the list of our favorite no-load mutual funds, the Kiplinger 25.
Fund Watch |
Nellie S. Huang
Profit from "Anti-Momentum Investing" with Baron Small Cap
The manager of this Kiplinger 25 fund looks for underappreciated companies that are poised for a turnaround.
Value Added |
Steven Goldberg
Should You Buy BBH Core Select Before It Closes?
This Kiplinger 25 fund will soon shut its doors to new investors. Before it does, consider taking a starter stake.
Fund Watch |
Nellie S. Huang
A Bumpy Year for Harbor Commodity Real Return Strategy Fund
Sagging commodity prices hurt this Kiplinger 25 fund earlier in the year, but it's gotten a boost from the Fed's latest round of quantitative easing.
Fund Watch |
Nellie S. Huang
Last Call for BBH Core Select
One of our favorite no-load mutual funds is planning to close to new investors soon.
Fund Watch |
Nellie S. Huang
For Vanguard Selected Value, Two Heads Function As One
This Kiplinger 25 fund is managed by two separate companies with different bargain-hunting strategies.
Fund Watch |
Nellie S. Huang
T. Rowe Price Small-Cap Value Fund Makes Money from Cheap Stocks
The bargain-hunting manager of this Kiplinger 25 fund holds on for the long-haul after he uncovers a good pick.
Fund Watch |
Nellie S. Huang
BBH Core Select Buys Businesses, Not Stocks
The managers of this Kiplinger 25 fund focus on finding and holding good companies that will gain value over the long haul.
Fund Watch |
Nellie S. Huang
Fidelity Low-Priced Stock Fund's Star Manager Returns
Joel Tillinghast is back from a three-month sabbatical, but, in his absence, his six co-managers ran the fund like he was never gone.
Kip 25
Matthews Asia Dividend Fund
Kip 25
Wells Fargo Advantage Discovery Fund
Kip 25
Homestead Small Company Stock Fund
Kip 25
Artisan Value Fund
Kip 25
Merger Fund
Kip 25
Harbor Commodity Real Return Strategy
Kip 25
BBH Core Select Fund
Kip 25
Akre Focus
Kip 25
Vanguard Dividend Growth
Kip 25
Harbor International
Kip 25
Dodge & Cox Stock
Kip 25
FPA Crescent
Kip 25
T. Rowe Price Emerging Markets Stock
Kip 25
Dodge & Cox International Stock
Kip 25
Vanguard Selected Value
Kip 25
Baron Small Cap
Kip 25
T. Rowe Price Small-Cap Value
Kip 25
Fidelity Low-Priced Stock
Kip 25
Fidelity Contrafund
Fund Watch |
the Editors of Kiplinger's Personal Finance magazine
Live Chat on the Kiplinger 25
Investing editors Manny Schiffres and Nellie Huang will be online on Thursday, April 26, from 12:30 p.m. to 1:30 p.m. ET to answer your questions about our favorite no-load mutual funds.
Fund Watch |
Nellie S. Huang
Merger Fund Treads Water
As expected, this Kiplinger 25 fund outperforms in down markets, lags in weak markets. A rise in deal activity could boost returns.
Fund Watch |
Nellie S. Huang
Kiplinger 25 Model Portfolios
Reach your investment goals with these plans using our favorite no-load mutual funds.
Fund Watch |
Nellie S. Huang
The 2012 Kiplinger 25: The Best No-Load Mutual Funds to Meet Your Goals
This year’s picks for the Kiplinger 25 include new ways to generate income.
Kip 25
Osterweis Strategic Income
Kip 25
Metropolitan West Unconstrained Bond
Value Added |
Steven Goldberg
FPA Crescent: A Great Fund for Uncertain Times
This Kiplinger 25 fund aims first to minimize losses, and only then tries to earn money for shareholders.
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