• Print
  • Default text size A
  • Larger text size A
  • Largest text size A

Experts' Favorite Funds of 2015

Get inspired with these favorite Fidelity and non-Fidelity funds from this year's Kiplinger 25 and Money 50 lists.

The Kiplinger 25 is a list of favorite funds from Kiplinger that includes funds with seasoned managers, a proven track record, and low to below-average fees. Below are the Transaction Fee1 and No Transaction Fee (NTF)2 funds offered by Fidelity, organized by asset class.

Alternative

Merger Fund (MERFX) NTF

Balanced

FPA Crescent Fund (FPACX)

International Stock

Artisan International Fund Investor Class (ARTIX) NTF
FMI International Fund (FMIJX) NTF
Harding Loevner Emerging Markets Portfolio Advisor Class (HLEMX) NTF
Matthews Asian Growth and Income Fund Investor Class (MACSX) NTF

Municipal Bond

Fidelity® Intermediate Municipal Income Fund (FLTMX) NTF

Taxable Bond

DoubleLine Total Return Bond Fund Class N (DLTNX) NTF
Fidelity® New Markets Income Fund (FNMIX) NTF
Fidelity® Total Bond Fund (FTBFX) NTF
Metropolitan West Unconstrained Bond Fund Class M (MWCRX) NTF
Osterweis Strategic Income Fund (OSTIX) 
Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) 

U.S. Stock

Akre Focus Fund Retail Class (AKREX) NTF
Davenport Equity Opportunities Fund (DEOPX) (Not offered at Fidelity)
Dodge & Cox Stock Fund (DODGX)
Fidelity® New Millennium Fund (FMILX) NTF
Homestead Small Company Stock Fund (HSCSX)
Mairs & Power Growth Fund Investor Class (MPGFX)
Parnassus Mid Cap Fund (PARMX) NTF
T. Rowe Price Diversified Small Cap Growth Fund (PRDSX)
T. Rowe Price Small-Cap Value Fund (PRSVX)
T. Rowe Price Value Fund (TRVLX)
Vanguard Dividend Growth Fund Investor Shares (VDIGX)
Vanguard Selected Value Fund Investor Shares (VASVX)

The Money 50 is a list of recommended funds from MONEY® Magazine that includes both low-risk and aggressive funds with quality management and consistent strategies. Below are the Transaction Fee1 and No Transaction Fee (NTF)2 funds offered by Fidelity, organized by asset class.

Balanced

Fidelity® Balanced Fund (FBALX) NTF
T. Rowe Price Retirement 2020 Fund (TRRBX)
Vanguard Target Retirement 2035 Fund Investor Shares (VTTHX)
Vanguard Wellington Fund Investor Shares (VWELX)

International Stock

Dodge & Cox International Stock Fund (DODFX)
Oakmark International Fund Class I (OAKIX) NTF
Spartan® International Index Fund - Investor Class (FSIIX) NTF
T. Rowe Price Emerging Markets Stock Fund (PRMSX)
Vanguard Emerging Markets Stock Index Fund (VEIEX)
Vanguard FTSE All-World ex-U.S. Small-Cap (Not offered at Fidelity)
Vanguard International Growth Fund Investor Shares (VWIGX)
Vanguard Total International Stock Index Fund Investor Shares (VGTSX)

Municipal Bond

Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX)
Vanguard Limited-Term Tax-Exempt Fund (VMLTX)

Sector Stock

Vanguard REIT Index Fund Investor Shares (VGSIX)

Taxable Bond

Dodge & Cox Income Fund (DODIX)
Fidelity High Income Fund (SPHIX) NTF
Fidelity New Markets Income Fund (FNMIX) NTF
Fidelity® Total Bond Fund (FTBFX) NTF
Loomis Sayles Bond Fund Retail Class (LSBRX) NTF
Templeton Global Bond Fund Class A (TPINX)
Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX)
Vanguard Short-Term Bond Index Fund Investor Shares (VBISX)
Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX)
Vanguard Total Bond Market Index Fund Investor Shares (VBMFX)
Vanguard Total International Bond Index Fund Investor Shares (VTIBX)

U.S. Stock

Ariel Appreciation Fund Investor Class (CAAPX) NTF
Berwyn Fund (BERWX)
Dodge & Cox Stock Fund (DODGX)
PRIMECAP Odyssey Growth Fund (POGRX)
Royce Opportunity Fund Investment Class (RYPNX)
Schwab S&P 500 Index Fund (SWPPX)
Schwab Total Stock Market Index Fund (SWTSX)
Sound Shore Fund (SSHFX) NTF
T. Rowe Price Blue Chip Growth Fund (TRBCX)
T. Rowe Price Diversified Mid Cap Growth Fund (PRDMX)
The Delafield Fund (DEFIX) NTF
Wasatch Small Cap Growth Fund (WAAEX) NTF
Weitz Series Fund Hickory Fund (WEHIX)

Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information.  Read it carefully.
Click on the fund names above to view performance, risk, and fee information.
Past performance is no guarantee of future results.
1. Transaction Fee funds
  • Transaction Fee: A transaction fee is similar to a brokerage fee or commission which you pay when you buy or sell a stock. For some funds available through Fidelity you are required to pay a transaction fee. However, you will not pay a sales load on Transaction Fee (TF) funds. You will only be charged a transaction fee when you buy a FundsNetwork TF fund, not when you sell one. All other fees and expenses described in a fund's prospectus still apply. You can choose to buy or sell shares directly from the fund itself or its principal underwriter or distributor without paying a transaction fee to Fidelity.
  • Sales load: A sales charge added to the price of the fund. Funds have different sales charge structures, including front-end loads,back-end loads (deferred), and no loads. Sales loads can either be charged when a fund is purchased, commonly known as a front-end load, or when a fund is sold, known as a deferred load. Not all funds charge a load. Refer to the Loads, Expense and Minimums section of the fund's prospectus for details on these amounts. Although no load funds do not have a front-end or deferred load, they may incur other fees, such as a 12b-1 fee. 
  • Online: $49.95 or $75. Certain funds will have a transaction fee of $75. To identify any applicable transaction fees associated with the purchase of a given fund, please refer to the "Fees and Distributions" tab on the individual fund page on Fidelity.com.
  • Fidelity Automated Service Telephone (FAST): 25% off representative-assisted rates, Maximum: $187.50, Minimum:$75
  • Representative-Assisted: 0.75% of principal, Maximum: $250, Minimum: $100
  • Automatic Investment: $5 per transaction, after the initial investment
2. No Transaction Fee funds are available without paying a transaction fee. No Transaction Fee funds will also be offered without a load or on a load waived basis. However, the fund may charge a short term trading fee or a redemption fee. Other fees and expenses, including those which apply to a continued investment in the fund, are described in the fund's current prospectus. Fidelity Brokerage Services LLC ("FBS"), or its affiliates, may receive compensation in connection with the purchase and/or the ongoing maintenance of positions in certain No Transaction Fee mutual funds in your account. FBS may also receive compensation for such things as systems development necessary to establish a fund on its systems, a fund's attendance at events for FBS's clients and/or representatives, and opportunities for the fund to promote its products and services. This compensation may take the form of sales loads and 12b-1 fees described in the prospectus and/or additional compensation paid by the fund, its investment adviser or an affiliate. Additional information about the source(s) and amount(s) of this compensation as well as any other remuneration received by FBS or its affiliates will be furnished upon request.
488855.16.0