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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 June 31, 2014

Large-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Biondo Focus InvBFONX49.52%12.33%—%—%—%102.00%r2.82%
Saratoga Large Capitalization Value InstitutionalSLCVX40.9418.2519.594.9692.00r1.25
Lyrical U.S. Value Equity FundLYRIX39.764none1.45
Snow Capital Focused Value Fund Class A SharesSFOAX38.7335.25s1.4
Fidelity IndependenceFDFFX37.9116.3721.39.810.0210none0.6
Shelton Green Alpha FundNEXTX37.348none1.24
RidgeWorth Aggressive Growth Stock ASAGAX36.5414.8220.529.52105.751.4
Transamerica Focus A IALAX35.8415.521.288.2395.501.41
Catalyst/CP Core Equity ACPEAX35.5255.751.35
Putnam Voyager APVOYX35.2313.1317.287.998.93105.751
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 June 31, 2014

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
Matthew 25 FundMXXVX30.19%23.96%29.7%9.78%—%92.00%r1.06%
Smead Value Fund InvSMVLX21.422.3822.215none1.35
Pimco Fundamental IndexPLUS AR DPIXDX26.6921.0628.546none1.19
Legg Mason ClearBridge Aggressive Growth ASHRAX32.8420.524.139.2712.9885.751.23
Oakmark Select IOAKLX32.5520.1522.558.756none1.01
GKM GrowthTIHGX32.5320.0821.088.056none1.44
Parnassus FundPARNX28.6620.0420.689.789.268none0.86
Federated MDT Stock Trust AFSTRX29.9919.7719.838.3510.0885.50
Oakmark IOAKMX27.7119.421.59.1910.335none0.95
Putnam Multi-Cap Core APMYAX31.9919.3265.751.24
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 June 31, 2014

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
Matthew 25 FundMXXVX30.19%23.96%29.7%9.78%—%92.00%r1.06%
Pimco Fundamental IndexPLUS AR DPIXDX26.6921.0628.546none1.19
Metropolitan West AlphaTrak 500 FundMWATX25.917.4827.017.55none0.9
Pimco StocksPLUS Absolute Return DPSTDX25.9818.7724.59.666none1.04
Legg Mason ClearBridge Aggressive Growth ASHRAX32.8420.524.139.2712.9885.751.23
Marsico Flexible CapitalMFCFX24.1115.7823.695none1.41
Rydex Series Trust Large Cap Growth HRYAWX32.6616.922.938.327none1.52
Vanguard Capital Value InvVCVLX31.5417.8622.589.1710none0.41
Oakmark Select IOAKLX32.5520.1522.558.756none1.01
Smead Value Fund InvSMVLX21.422.3822.215none1.35
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 June 31, 2014

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
Alger Spectra ASPECX29.62%16.28%20.59%12.44%12.13%65.25%s1.3%
Morgan Stanley Multi Cap Growth ACPOAX35.2214.3320.8211.7395.251.3
AllianceBernstein Equity Income AAUIAX20.4914.1116.8211.710.4544.251.07
Amana IncomeAMANX22.3912.8815.3811.6310.143none1.18
Fairholme FundFAIRX28.0614.315.2111.34102.00r1.01
Wells Fargo Advantage Growth Inv**SGROX21.6813.3822.0311.3111.528none1.25
Alger Capital Appreciation AACAAX30.1216.1619.0911.1912.8765.25s1.26
American Century All Cap Growth InvTWGTX23.911.5517.9111.127.777none1
Fidelity OTC PortfolioFOCPX34.3816.8121.311.0911.219none0.74
Sterling Capital Special Opportunities Fund Class ABOPAX29.1515.0816.4610.9765.751.24
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 June 31, 2014

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
Fidelity New MillenniumFMILX27.93%17.69%21.07%10.32%14.55%4none%0.87%
Calamos Growth ACVGRX29.48915.736.1713.9794.751.26
Mairs & Power Growth InvMPGFX24.0317.9519.878.7113.275none0.67
Vanguard Primecap InvVPMCX30.3418.0919.5610.1713.055none0.45
Legg Mason ClearBridge Aggressive Growth ASHRAX32.8420.524.139.2712.9885.751.23
Alger Capital Appreciation AACAAX30.1216.1619.0911.1912.8765.25s1.26
Principal Capital Appreciation ACMNWX24.6815.217.748.4912.555.500.9
Sequoia Fund**SEQUX18.4516.7919.138.6712.323none1
AMG Yacktman FundYACKX14.7313.8318.2210.5312.1622.00r0.74
Alger Spectra ASPECX29.6216.2820.5912.4412.1365.25s1.3
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..

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