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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, 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
Federated Strategic Value Dividend ASVAAX11.39%11.41%12.02%6.66%—%35.50%1.05%
Integrity Dividend Harvest Fund Class A SharesIDIVX10.8511.0835.000.85
Polen Growth InvPOLRX10.4415.1613.2142.00r1.25
Copley FundCOPLX10.029.2710.255.075.8132.00r1.8
Invesco Dividend Income AIAUTX9.1612.1512.378.47.5425.501.12
Summit Global Investments U.S. Low Volatility Equity Fund Class I SharesSILVX7.9812.1631.50r0.98
City National Rochdale Dividend & Income NRIMHX7.758.429.987.623none1.11
MFS Low Volatility Equity AMLVAX7.0545.751.18
Provident Trust Strategy FundPROVX7.0411.649.136.838.514none1
Vice FundVICEX6.929.4212.43751.00r1.44
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, 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
Shelton Capital Nasdaq-100 Index DirectNASDX4.03%17.79%15.18%10.91%—%8none%0.49%
USAA Nasdaq-100 IndexUSNQX4.117.5514.5810.398none0.57
Fidelity OTC PortfolioFOCPX-3.4117.2811.7910.159.4110none0.83
Rydex Nasdaq-100 InvRYOCX3.4916.813.979.959.968none1.26
Morgan Stanley Instl Growth Portfolio AMSEGX-0.8616.1111.68.698.3795.250.96
Transamerica Capital Growth AIALAX-1.1415.9111.097.5495.501.21
AllianceBernstein Large Cap Growth AAPGAX3.0615.8612.638.957.7144.251.21
Catalyst Dynamic Alpha ACPEAX-5.5415.7695.751.35
ProFunds NASDAQ-100 InvestorOTPIX2.5715.7412.869.118none1.6
Fidelity Nasdaq Composite IndexFNCMX0.4715.4613.068.5780.75r0.29
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, 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 DirectNASDX4.03%17.79%15.18%10.91%—%8none%0.49%
USAA Nasdaq-100 IndexUSNQX4.117.5514.5810.398none0.57
Smead Value Fund InvSMVLX-3.5610.3314.555none1.26
SunAmerica Focused Dividend Strategy AFDSAX4.9412.4614.39.6445.751.06
Legg Mason ClearBridge Large Cap Growth ASBLGX4.5814.6413.997.6755.751.14
Rydex Nasdaq-100 InvRYOCX3.4916.813.979.959.968none1.26
Edgewood Growth RetailEGFFX5.21513.868.768none1.39
Loomis Sayles Growth ALGRRX5.9414.2713.85.546.1365.750.92
Pioneer Fundamental Growth APIGFX414.0113.288.6855.751.09
Polen Growth InvPOLRX10.4415.1613.2142.00r1.25
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, 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 EndeavorPARWX1.07%14.29%12.93%11.12%—%4none%0.95%
Alger Spectra ASPECX-2.3612.811.510.969.7465.251.19
Shelton Capital Nasdaq-100 Index DirectNASDX4.0317.7915.1810.918none0.49
USAA Nasdaq-100 IndexUSNQX4.117.5514.5810.398none0.57
AMG Yacktman FocusedYAFFX2.057.519.3910.2432.00r1.22
Fidelity OTC PortfolioFOCPX-3.4117.2811.7910.159.4110none0.83
Pimco RAE Fundamental PLUS DPIXDX-4.65811.9110.048none1.19
Rydex Nasdaq-100 InvRYOCX3.4916.813.979.959.968none1.26
AMG Yacktman FundYACKX1.567.649.579.8310.0732.00r0.72
Alger Capital Appreciation AACAAX-2.4512.8211.359.698.7465.251.23
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 March 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
Calamos Growth ACVGRX-5.32%10.61%5.85%4.33%12.41%74.75%1.31%
Vanguard Capital Opportunity InvVHCOX-4.7513.1712.178.2712.086none0.45
Principal Capital Appreciation ACMNWX0.6411.3810.426.8411.3745.500.84
Fidelity New MillenniumFMILX-3.858.689.57.1811.155none0.71
Vanguard Primecap InvVPMCX-1.6413.4812.48.5411.044none0.4
Mairs & Power Growth InvMPGFX2.8610.7512.167.7710.855none0.65
Fidelity Export & MultinationalFEXPX0.979.458.795.3510.7140.75r0.76
Legg Mason ClearBridge Aggressive Growth ASHRAX-9.79.9911.676.2410.4375.751.12
Matthew 25 FundMXXVX-11.866.211.955.9410.2882.00r1.06
Parnassus Core Equity InvPRBLX2.8211.5712.19.6110.073none0.88
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..

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