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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 March 31, 2015

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
Catalyst Dynamic Alpha ACPEAX23.53%22.76%—%—%—%75.75%1.35%
PNC Large Cap Growth APEWAX22.8316.6115.97.237.5265.501.08
Bridgeway Large Cap GrowthBRLGX22.5420.8316.249.116none0.84
Scout Equity OpportunitySEOFX22.397none1.25
AllianceBernstein Large Cap Growth AAPGAX21.4318.4415.510.859.4364.251.25
VALIC Company I Nasdaq-100 Index FundVCNIX21.3517.2617.9911.77none0.53
USAA Nasdaq-100 IndexUSNQX21.0817.1317.7611.447none0.59
Catalyst/Lyons Hedged Premium Return ACLPAX21.0665.751.5
Glenmede Large Cap Growth PortfolioGTLLX2120.0118.3810.56none0.88
Columbia Large Cap Growth ALEGAX20.9117.5515.718.988.7465.751.14
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 March 31, 2015

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
Vanguard Capital Opportunity InvVHCOX17.69%23.41%15.71%11.26%—%6none%0.47%
Catalyst Dynamic Alpha ACPEAX23.5322.7675.751.35
Smead Value Fund InvSMVLX12.7221.5717.626none1.25
Vanguard Primecap InvVPMCX15.582115.9110.7812.494none0.44
Legg Mason ClearBridge Aggressive Growth ASHRAX11.3820.9318.659.6112.4475.751.15
Bridgeway Large Cap GrowthBRLGX22.5420.8316.249.116none0.84
Janus Contrarian TJSVAX12.7120.7811.99.325none0.89
Vanguard Primecap Core InvVPCCX15.4920.1415.5510.684none0.5
Glenmede Large Cap Growth PortfolioGTLLX2120.0118.3810.56none0.88
Leuthold Select IndustriesLSLTX15.0820.0112.518.78none1.58
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 March 31, 2015

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 FundMXXVX9.09%16.69%20.89%9.24%—%62.00%r1.06%
Legg Mason ClearBridge Aggressive Growth ASHRAX11.3820.9318.659.6112.4475.751.15
Glenmede Large Cap Growth PortfolioGTLLX2120.0118.3810.56none0.88
Saratoga Large Capitalization Growth Portfolio A+SLGYX14.5917.6718.210.046.9375.75s1.59
Pimco Fundamental IndexPLUS AR DPIXDX8.4318.5318.136none1.19
VALIC Company I Nasdaq-100 Index FundVCNIX21.3517.2617.9911.77none0.53
USAA Nasdaq-100 IndexUSNQX21.0817.1317.7611.447none0.59
Sequoia Fund**SEQUX13.7717.6317.6910.1312.44none1
Fidelity OTC PortfolioFOCPX18.4319.3217.6212.8411.1210none0.76
Smead Value Fund InvSMVLX12.7221.5717.626none1.25
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 March 31, 2015

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 ASPECX18.31%17.75%15.85%13.89%12.01%55.25%s1.25%
Fidelity OTC PortfolioFOCPX18.4319.3217.6212.8411.1210none0.76
Alger Capital Appreciation AACAAX18.2717.5615.2612.6111.8455.25s1.24
Wells Fargo Advantage Growth Inv**SGROX10.9412.1316.5412.1811.078none1.24
Fidelity Growth Company**FDGRX16.9817.3317.5112.0911.628none0.82
Morgan Stanley Multi Cap Growth ACPOAX9.4415.116.0211.88105.251.26
Reynolds Blue Chip GrowthRBCGX7.3112.3312.3211.759.27none1.59
VALIC Company I Nasdaq-100 Index FundVCNIX21.3517.2617.9911.77none0.53
American Century All Cap Growth InvTWGTX14.5313.0913.9311.686.826none1
USAA Nasdaq-100 IndexUSNQX21.0817.1317.7611.447none0.59
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 March 31, 2015

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
Calamos Growth ACVGRX13.2%12.28%11.79%7%14.43%84.75%1.26%
Fidelity New MillenniumFMILX3.9915.0314.2410.4113.816none0.81
Mairs & Power Growth InvMPGFX7.6316.1614.588.7312.556none0.65
Principal Capital Appreciation ACMNWX12.3515.6713.468.7312.5345.500.82
Vanguard Primecap InvVPMCX15.582115.9110.7812.494none0.44
Legg Mason ClearBridge Aggressive Growth ASHRAX11.3820.9318.659.6112.4475.751.15
Sequoia Fund**SEQUX13.7717.6317.6910.1312.44none1
Alger Spectra ASPECX18.3117.7515.8513.8912.0155.25s1.25
Weitz Partners ValueWPVLX8.9915.8914.687.5611.993none1.18
Alger Capital Appreciation AACAAX18.2717.5615.2612.6111.8455.25s1.24
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..

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