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 December 31, 2016

Large-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
HCM Dividend Sector Plus AHCMNX32.04%—%—%—%—%95.75%s2.24%
Artisan Value InvARTLX29.047.1811.9669none0.96
Berwyn Cornerstone FundBERCX28.682.6411.125.2581.00r1.25
Neuberger Berman Large Cap Value Inv**NPRTX28.227.6813.924.956.918none0.9
Neuberger Berman Value ANVAAX28.217.0913.47.3485.751.1
Snow Capital Dividend Plus Fund Class A SharesSDPAX27.936.0485.25s1.25
Matthew 25 FundMXXVX26.925.5816.528.3510.7892.00r1.06
Monteagle Value Portfolio IMVRGX26.475.9211.915.768none1.37
Poplar Forest Partners APFPFX25.938.7616.9395.001.25
Fairholme FundFAIRX25.682.6714.786.37102.00r1.03
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 December 31, 2016

Large-Company Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
RETURN
20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Parnassus EndeavorPARWX21.43%14.1%18.91%12.23%—%6none%0.95%
DoubleLine Shiller Enhanced CAPE NDSENX19.9813.786none0.88
Catalyst Dynamic Alpha ICPEIX8.1312.1616.818none1.1
Invesco Dividend Income Inv**FSTUX15.7111.4911.697.027.452none1.13
USAA Nasdaq-100 IndexUSNQX6.6811.3917.1611.048none0.57
Shelton Capital Nasdaq-100 Index DirectNASDX6.4411.3917.5411.528none0.49
Metropolitan West AlphaTrak 500 FundMWATX20.4911.2717.537.075none0.9
JPMorgan Large Cap Value AOLVAX21.8810.9116.566.186.9485.250.93
Integrity Dividend Harvest AIDIVX20.9310.8635.000.85
Buffalo Dividend Focus FundBUFDX12.0610.674none0.97
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 December 31, 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
Parnassus EndeavorPARWX21.43%14.1%18.91%12.23%—%6none%0.95%
Vanguard Capital Opportunity InvVHCOX10.5610.4817.899.0612.268none0.45
Shelton Capital Nasdaq-100 Index DirectNASDX6.4411.3917.5411.528none0.49
Metropolitan West AlphaTrak 500 FundMWATX20.4911.2717.537.075none0.9
USAA Nasdaq-100 IndexUSNQX6.6811.3917.1611.048none0.57
Parnassus FundPARNX13.459.2617.159.668.98none0.84
Dodge & Cox StockDODGX21.288.5517.015.93108none0.52
Poplar Forest Partners APFPFX25.938.7616.9395.001.25
Fidelity Nasdaq Composite IndexFNCMX8.7910.0216.99.368none0.29
LSV Value Equity InvLVAEX17.298.4316.875.746none0.92
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 December 31, 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 EndeavorPARWX21.43%14.1%18.91%12.23%—%6none%0.95%
Shelton Capital Nasdaq-100 Index DirectNASDX6.4411.3917.5411.528none0.49
Fidelity OTC PortfolioFOCPX3.1110.0416.7811.139.110none0.9
USAA Nasdaq-100 IndexUSNQX6.6811.3917.1611.048none0.57
Monetta Young InvestorMYIFX10.16713.2910.455none1.18
Pimco RAE Fundamental PLUS DPIXDX19.247.3616.0310.447none1.19
Rydex Nasdaq-100 HRYHOX5.6710.3316.1510.228.468none1.51
Reynolds Blue Chip GrowthRBCGX-4.460.199.0310.146.285none1.86
Alger Spectra ASPECX-0.186.271410.089.2875.251.19
Fidelity Growth Company**FDGRX6.019.3716.369.989.779none0.87
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 December 31, 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 InvVHCOX10.56%10.48%17.89%9.06%12.26%8none%0.45%
Oakmark Select IOAKLX15.318.6616.357.512.178none0.98
Calamos Growth ACVGRX-2.133.029.744.9711.1864.751.34
Fidelity New MillenniumFMILX14.925.9813.568.4411.126none0.71
Vanguard Primecap InvVPMCX10.6310.4516.769.3110.976none0.39
Principal Capital Appreciation ACMNWX8.837.6413.387.210.9145.500.84
Matthew 25 FundMXXVX26.925.5816.528.3510.7892.00r1.06
LeggMason ClearBridge Aggressive Growth ASHRAX5.71514.696.7910.7185.751.14
Quaker Strategic Growth AQUAGX2.614.4711.744.2910.6765.502.24
Hartford Capital Appreciation AITHAX4.124.2314.035.1310.6575.501.09
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.