|Expense Ratio (net)||0.52%|
|Last Cap Gain||0.00|
|Morningstar Risk Rating||Above Average|
|Beta (5Y Monthly)||1.11|
|5y Average Return||N/A|
|Average for Category||N/A|
|Inception Date||Jan 04, 1965|
As a sector, value stocks have been hammered. But there are still plenty of good deals out there — you just have to be choosy.
The Kiplinger 25 list of our favorite no-load mutual funds dates back to 2004, and our coverage of mutual funds goes all the way back to the 1950s. We believe in holding funds rather than trading them, so we focus on promising mutual funds with solid long-term records - and managers with tenures to match.Over the past 12 months, U.S. stocks hit new highs, and then a viral pandemic snuffed out a nearly 11-year bull market, wiping out gains in just days. It's a difficult time to take stock of the Kiplinger 25, but over the long haul, our favorite actively managed funds hang tough.Over the past decade, for instance, the 11 U.S. diversified stock funds with 10-year records returned an average of 10.3% annualized, a touch behind Standard & Poor's 500-stock index. Our seven bond funds as a group beat the Bloomberg Barclays U.S. Aggregate Bond index over the past five and 10 years on an annualized-return basis. Here are our picks for the best 25 low-fee mutual funds: what makes them tick, and what kind of returns they've delivered. SEE ALSO: 10 Facts You Must Know About Recessions
You don't have to be a brilliant analyst like Graham to recognize the value in value today.