Friday, April 11, 2008

Kiplinger’s 25 Best Mutual Funds: Low Fees & No Fees

Why pay extra fees for a mutual fund? Kiplinger’s Personal Finance has put together a list of top mutual funds that do not hit you up with upfront or back-end sales charges. Details about the list --featured below-- are available in the May issue and online.

Kiplinger’s 25 Best Mutual Funds:

Large-Company Stock Funds
§ Dodge & Cox Stock (DODGX)
§ Longleaf Partners (LLPFX)
§ Marsico 21st Century (MXXIX)
§ T. Rowe Price Equity Income (PRFDX)
§ T. Rowe Price Growth Stock (PRGFX)
§ Selected American Shares S (SLASX)
§ Vanguard Primecap Core (VPCCX)

Small- and Midsize-Company Stock Funds
§ Baron Small Cap (BSCFX)
§ FBR Focus (FBRVX)
§ Vanguard Selected Value (VASVX)

Overseas Funds
§ Dodge & Cox Intl Stock (DODFX)
§ Julius Baer Intl Equity II A (JETAX)
§ T. Rowe Price Emg Mkts Stock (PRMSX)

Global Fund
§ Marsico Global (MGLBX)

Go-Anywhere Funds
§ Bridgeway Aggr Investors 2 (BRAIX)
§ CGM Focus (CGMFX)
§ Fairholme Fund (FAIRX)
§ Kinetics Paradigm (WWNPX)
§ Legg Mason Opportunity (LMOPX)

Commodity Fund
§ Pimco CommodityRealRet Strat D (PCRDX)

Bond Funds
§ Dodge & Cox Income (DODIX)
§ Fidelity Intermed Municipal Inc (FLTMX)
§ Harbor Bond Institutional (HABDX)
§ Loomis Sayles Bond (LSBRX)
§ Vanguard Infl-Protected Secs (VIPSX)
Here's how the magazine puts together its annual list of top mutual funds:

"In addition to raw returns, Kiplinger’s evaluates how funds perform against their peers, annual fees, their managers’ records and whether their results justify the risks they take. More details on the selection criteria are available at:"


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