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 June 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
Copley FundCOPLX20.67%11.57%11.45%5.63%6.06%32.00%r1.33%
City National Rochdale Dividend & Income NRIMHX20.0911.1711.348.53none1.11
Federated Strategic Value Dividend ASVAAX19.6813.3112.667.2435.501.05
Integrity Dividend Harvest Fund Class A SharesIDIVX16.7312.835.000.85
Invesco Dividend Income AIAUTX15.6313.312.048.277.4525.501.12
American Century Equity Income InvTWEIX15.3710.8810.977.529.742none0.94
MainStay Epoch U.S. Equity Yield InvEPLIX14.0911.9811.2235.501.35
Summit Global Investments U.S. Low Volatility Equity Fund Class I SharesSILVX14.0412.7531.50r0.98
Pimco Low Volatility RAFI-PLUS AR DPDLVX12.948none1.19
Payden Value LeadersPYVLX11.811.2612.836.223none0.8
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 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
Catalyst Dynamic Alpha ACPEAX2.31%17.49%—%—%—%95.75%1.35%
Shelton Capital Nasdaq-100 Index DirectNASDX1.3516.081511.668none0.49
USAA Nasdaq-100 IndexUSNQX1.1715.7314.4211.148none0.57
AllianceBernstein Large Cap Growth AAPGAX1.0115.213.149.837.5444.251.21
Rydex Nasdaq-100 InvRYOCX0.5815.0213.7710.689.288none1.25
Polen Growth InvPOLRX4.9914.9611.7552.00r1.25
Fidelity OTC PortfolioFOCPX-1.0114.9312.4811.459.210none0.83
Loomis Sayles Growth ALGRRX9.5214.8513.97.025.8565.750.92
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX5.3714.5513.0975.251.18
Morgan Stanley Instl Growth Portfolio AMSEGX-1.4314.4811.459.258.0995.250.96
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 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
Shelton Capital Nasdaq-100 Index DirectNASDX1.35%16.08%15%11.66%—%8none%0.49%
USAA Nasdaq-100 IndexUSNQX1.1715.7314.4211.148none0.57
Legg Mason ClearBridge Large Cap Growth ASBLGX4.3514.0114.118.5955.751.14
Smead Value Fund InvSMVLX-5.248.5814.095none1.26
Loomis Sayles Growth ALGRRX9.5214.8513.97.025.8565.750.92
Rydex Nasdaq-100 InvRYOCX0.5815.0213.7710.689.288none1.25
SunAmerica Focused Dividend Strategy AFDSAX5.859.7713.7310.1745.751.06
Parnassus EndeavorPARWX0.6412.9813.7111.575none0.95
Delaware Value ADDVAX10.0312.5613.527.7645.750.98
Edgewood Growth RetailEGFFX0.5913.8913.529.328none1.39
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 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
Shelton Capital Nasdaq-100 Index DirectNASDX1.35%16.08%15%11.66%—%8none%0.49%
Parnassus EndeavorPARWX0.6412.9813.7111.575none0.95
Fidelity OTC PortfolioFOCPX-1.0114.9312.4811.459.210none0.83
Alger Spectra ASPECX-3.812.2811.4211.359.3675.251.19
USAA Nasdaq-100 IndexUSNQX1.1715.7314.4211.148none0.57
Rydex Nasdaq-100 InvRYOCX0.5815.0213.7710.689.288none1.25
Pimco RAE Fundamental PLUS DPIXDX-0.568.6312.4110.657none1.19
AMG Yacktman FocusedYAFFX7.056.889.3510.5232.00r1.22
SunAmerica Focused Dividend Strategy AFDSAX5.859.7713.7310.1745.751.06
Alger Capital Appreciation AACAAX-3.9412.3911.3310.158.3875.251.23
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 June 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-5.31%11.1%12.22%8.8%11.61%7none%0.45%
Calamos Growth ACVGRX-7.0710.236.024.9911.5674.751.31
Principal Capital Appreciation ACMNWX1.8111.0310.917.3911.1745.500.84
Fidelity New MillenniumFMILX-2.898.4310.197.84115none0.71
Vanguard Primecap InvVPMCX0.1312.412.48.8810.795none0.4
Mairs & Power Growth InvMPGFX8.2111.4812.888.4410.725none0.65
Legg Mason ClearBridge Aggressive Growth ASHRAX-9.488.0510.696.7410.5375.751.12
Matthew 25 FundMXXVX-10.25.9511.726.7310.2482.00r1.06
Fidelity Export & MultinationalFEXPX1.349.59.245.639.9840.75r0.76
American Funds Growth Fund of America AAGTHX0.811.3311.126.929.9355.750.65
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