print order a reprint
See All Tools


Tool

Top-Performing Mutual Funds by Category

Large-Company Stock Funds

In the tables below, see the ten top-performing for the past 1-, 3-, 5-, 10- and 20-year periods. Click on any fund's symbol for a daily market snapshot of the fund.

The Kiplinger 25: Our Favorite No-Load Mutual Funds | Read All Fund Watch Columns

Data through April 30, 2016

Large-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Invesco Dividend Income AIAUTX10.72%11.46%11.65%8.3%7.36%25.50%1.12%
Integrity Dividend Harvest Fund Class A SharesIDIVX9.789.9535.000.85
Copley FundCOPLX9.398.229.894.965.9322.00r1.8
Federated Strategic Value Dividend ASVAAX8.969.6911.146.4835.501.05
City National Rochdale Dividend & Income NRIMHX8.627.589.417.712none1.11
Provident Trust Strategy FundPROVX8.1711.358.576.438.44none1
Summit Global Investments U.S. Low Volatility Equity Fund Class I SharesSILVX810.7231.50r0.98
American Century Equity Income InvTWEIX7.949.459.576.999.72none0.93
Polen Growth InvPOLRX7.5314.5511.9652.00r1.25
Brown Advisory Sustainable Growth InvBIAWX7.0613.2861.00r0.9
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc..
Data through April 30, 2016

Large-Company Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Fidelity OTC PortfolioFOCPX-4.24%15.87%11.03%10.28%9.07%10none%0.83%
Shelton Capital Nasdaq-100 Index DirectNASDX-0.3915.7713.9110.638none0.49
AllianceBernstein Large Cap Growth AAPGAX3.3515.4312.258.887.5444.251.21
USAA Nasdaq-100 IndexUSNQX-115.3613.2310.058none0.57
Morgan Stanley Instl Growth Portfolio AMSEGX-2.8814.9810.58.568.2995.250.96
Transamerica Capital Growth AIALAX-3.114.810.097.2795.501.21
Rydex Nasdaq-100 InvRYOCX-1.5914.6612.649.639.298none1.26
Edgewood Growth RetailEGFFX4.0714.613.318.628none1.39
Polen Growth InvPOLRX7.5314.5511.9652.00r1.25
Catalyst Dynamic Alpha ACPEAX-3.2314.5195.751.35
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc..
Data through April 30, 2016

Large-Company Stock Funds - 5 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Smead Value Fund InvSMVLX-1.36%10.11%14.14%—%—%5none%1.26%
Shelton Capital Nasdaq-100 Index DirectNASDX-0.3915.7713.9110.638none0.49
SunAmerica Focused Dividend Strategy AFDSAX1.911.2413.489.3445.751.06
Legg Mason ClearBridge Large Cap Growth ASBLGX3.9114.2413.47.9455.751.14
Edgewood Growth RetailEGFFX4.0714.613.318.628none1.39
USAA Nasdaq-100 IndexUSNQX-115.3613.2310.058none0.57
Loomis Sayles Growth ALGRRX5.2714.3512.995.885.8965.750.92
Rydex Nasdaq-100 InvRYOCX-1.5914.6612.649.639.298none1.26
T. Rowe Price Blue Chip GrowthTRBCX-0.5713.9612.528.358.428none0.71
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX2.0113.7412.2775.251.18
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc..
Data through April 30, 2016

Large-Company Stock Funds - 10 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Parnassus EndeavorPARWX-1.14%13.19%12.03%10.89%—%4none%0.95%
Alger Spectra ASPECX-2.7112.1410.310.829.2175.251.19
Shelton Capital Nasdaq-100 Index DirectNASDX-0.3915.7713.9110.638none0.49
Fidelity OTC PortfolioFOCPX-4.2415.8711.0310.289.0710none0.83
AMG Yacktman FocusedYAFFX1.636.928.7810.232.00r1.22
Pimco RAE Fundamental PLUS DPIXDX-4.047.5811.3910.098none1.19
USAA Nasdaq-100 IndexUSNQX-115.3613.2310.058none0.57
AMG Yacktman FundYACKX1.297.158.939.810.0432.00r0.72
Rydex Nasdaq-100 InvRYOCX-1.5914.6612.649.639.298none1.26
Alger Capital Appreciation AACAAX-2.7512.2110.229.538.2565.251.23
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc..
Data through April 30, 2016

Large-Company Stock Funds - 20 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Vanguard Capital Opportunity InvVHCOX-4.16%11.9%11.34%8.12%11.76%6none%0.45%
Calamos Growth ACVGRX-6.1310.595.14.1311.6674.751.31
Fidelity New MillenniumFMILX-2.999.189.457.210.985none0.71
Principal Capital Appreciation ACMNWX-0.3910.599.746.8210.9545.500.84
Vanguard Primecap InvVPMCX-1.7612.4211.558.310.744none0.4
Mairs & Power Growth InvMPGFX6.4911.2911.937.8710.725none0.65
Matthew 25 FundMXXVX-9.186.6411.716.4310.4282.00r1.06
Legg Mason ClearBridge Aggressive Growth ASHRAX-9.969.3910.716.1310.2175.751.12
AMG Yacktman FundYACKX1.297.158.939.810.0432.00r0.72
Parnassus Core Equity InvPRBLX2.1310.6811.059.319.973none0.88
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc..

Advertisement
Advertisement