Stock prices have, on average, doubled since hitting their nadir in March 2009. As the table below shows, all but three of the 17 stock funds on the Kip 25, the list of our favorite no-load funds, achieved triple-digit total returns from March 9, 2009, through February 18, 2011 (the record of one fund, Akre Focus, does not go back to the start of the current surge).
See FUND WATCH: Kiplinger 25 Funds Run Up with the Bull Market for more commentary on the performance of our favorite no-load funds. Click on a ticker symbol below for each fund's daily market snapshot.
| FUND | TICKER | TOTAL RETURN (since March 9, 2009) | 1-YR RETURN | 10-YR ANNUALIZED RETURN | REDEMPTION FEE | EXPENSE RATIO |
| US STOCK FUNDS | ||||||
| Akre Focus | AKREX | — | 25.22% | — | 1.00% | 1.49% |
| Baron Small Cap | BSCFX | 130.73% | 35.36 | 8.68% | none | 1.31 |
| Dodge & Cox Stock | DODGX | 128.07 | 23.89 | 6.00 | none | 0.52 |
| Fairholme Fund |
FAIRX | 140.88 |
22.35 | 11.66 | 2.00 | 1.00 |
| Fidelity Contrafund |
FCNTX | 93.36 | 25.63 | 6.76 | none | 1.01 |
| Fidelity Low-Priced Stock |
FLPSX | 130.38 | 26.03 | 10.97 | 1.5 | 0.99 |
| FPA Crescent | FPACX | 61.92 | 15.01 | 10.78 | 2.00 | 1.17 |
| Meridian Growth | MERDX | 132.13 | 42.74 | 9.99 | 2.00 | 0.84 |
| T. Rowe Price Equity Income |
PRFDX | 121.51 | 23.45 | 4.89 | none | 0.72 |
| T. Rowe Price Small-Cap Value |
PRSVX | 143.00 | 30.88 | 11.35 | 1.00 | 0.87 |
| Primecap Odyssey Growth |
POGRX | 115.67 | 21.36 | — | 2.00 | 0.68 |
| Selected American Shares S |
SLASX | 113.80 | 18.94 | 3.20 | none | 0.94 |
| Vanguard Dividend Growth |
VDIGX | 77.85 | 17.79 | 2.86 | none | 0.38 |
| Vanguard Selected Value |
VASVX | 126.79 | 27.67 | 8.86 | 1.00 | 0.47 |
| S&P 500 | 106.73% | 23.78% | 2.24% | |||
| Russell 2000 | 149.55% | 34.28% | 6.66% | |||
| INTERNATIONAL STOCK FUNDS | ||||||
| Dodge & Cox International Stock |
DODFX | 143.89% | 23.15% | — | none | 0.65% |
| Harbor International Inv | HIINX | 116.42 | 21.02 | — | 2.00% | 1.16 |
| T. Rowe Price Emerging Markets Stock | PRMSX | 156.97 | 20.46 | 13.44% | 2.00 | 1.27 |
| MSCI EAFE | 104.36% | 20.90% | 5.27% | |||
| BOND FUNDS | ||||||
| Dodge & Cox Income | DODIX | 27.19% | 7.16% | 6.26% | none | 0.43% |
| Fidelity Intermediate Municipal Income | FLTMX | 9.33 | 1.67 | 4.46 | 0.50% | 0.41 |
| Harbor Bond Instl | HABDX | 27.04 | 6.91 | 6.91 | none | 0.55 |
| Loomis Sayles Bond Retail | LSBRX | 65.12 |
14.51 | 9.57 | none | 0.93 |
| Vanguard Inflation-Protected Secs Inv | VIPSX | 17.65 | 4.93 | 6.41 | none | 0.25 |
| Vanguard Short-Term Investment-Grade Inv | VFSTX | 19.42 | 4.38 | 4.52 | none | 0.24 |
| BofAML US BrdMkt | 14.30% | 5.19% | 5.64% | |||
| SPECIALIZED/COMMODITY FUNDS | ||||||
| Merger Fund |
MERFX | 12.76% | 3.85% | 3.29% | 2.00% | 1.41% |
| Pimco CommodityRealRet Strat D | PCRDX | 95.78 | 27.16 | — | none | 1.24 |
| DJ UBS Commodity | 55.90% | 21.62% | 6.11% |
Data through February 18, 2011.
— Fund has not existed for the specified time.
SOURCE: © 2011 Morningstar Inc.
— Fund has not existed for the specified time.
SOURCE: © 2011 Morningstar Inc.
