print order a reprint
See All Tools


Tool | January 2013

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 April 30, 2013

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 Large Cap Value Fund Class AINSAX25.05%—%—%—%—%45.75%1.2%
13D Activist Fund Class ADDDAX24.3225.75s1.75
Transparent Value Dow Jones RBP U.S. Dividend Index Fund Class ATVEAX22.825.751.5
Maxim Putnam Equity Income PortfolioMXQIX22.233none1.1
Third Avenue Value Fund Investor Class+TVFVX22.037.091.078.789.4691.00r1.4
John Hancock II Fundamental Large Cap Value Fund Class AJFVAX21.9235.001.3
Lord Abbett Calibrated Large Cap Value Fund Class ALCAAX21.825.750.73
Merk Currency Enhanced U.S. Equity Fund Investor SharesMUSFX21.275none1.3
Janus Contrarian A+JCNAX21.186.13-0.8310.8665.750.91
Highland Dividend Equity Fund Class AHDFAX20.8725.75s2.25
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 April 30, 2013

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
Vice Fund Class A+VICAX18.28%18.22%5.14%11.92%—%55.75%s1.73%
Akre Focus Fund Retail ClassAKREX18.4517.9931.00r1.4
INTECH Risk-Managed Core D**JIRMX16.5714.215.779.0542.00r0.84
VALIC Company I Nasdaq-100 Index FundVCNIX7.0613.628.9810.236none0.53
Nuveen Symphony Large Cap Growth ANCGAX5.9213.537.3655.751.22
MainStay 130/30 Core AMYCTX20.5513.464.1555.501.3
VALIC Company I Large Cap Core FundVLCCX18.8113.328.986none0.85
John Hancock Optimized All Cap Trust Series IJEQAX18.0213.314.027none0.76
RNC Genter Dividend Income FundGDIIX17.1113.3132.00r1.25
Columbia Select Large Cap Growth A+ELGAX6.6212.894.729.4995.751.11
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 April 30, 2013

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
Sierra Core Retirement ASIRAX6.25%4.75%9.04%—%—%45.75%1.71%
VALIC Company I Large Cap Core FundVLCCX18.8113.328.986none0.85
VALIC Company I Nasdaq-100 Index FundVCNIX7.0613.628.9810.236none0.53
Nuveen Symphony Large Cap Growth ANCGAX5.9213.537.3655.751.22
Franklin Focused Core Equity AFCEQX13.088.336.2485.751.21
JPMorgan U.S. Large Cap Core Plus AJLCAX17.5910.946.1765.251.4
INTECH Risk-Managed Core D**JIRMX16.5714.215.779.0542.00r0.84
Neuberger Berman Large Cap Value Fund Class A+NVAAX18.9711.675.6545.751.08
VALIC Company II Socially Responsible FundVCSRX16.5312.455.257.65none0.56
Vice Fund Class A+VICAX18.2818.225.1411.9255.75s1.73
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 April 30, 2013

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
Vice Fund Class A+VICAX18.28%18.22%5.14%11.92%—%55.75%s1.73%
Janus Contrarian A+JCNAX21.186.13-0.8310.8665.750.91
Janus Twenty D**JNTFX10.57.750.8710.259.858none0.7
VALIC Company I Nasdaq-100 Index FundVCNIX7.0613.628.9810.236none0.53
Columbia Select Large Cap Growth A+ELGAX6.6212.894.729.4995.751.11
Columbia Value & Restructuring A+EVRAX16.158.951.439.1211.77105.751.19
INTECH Risk-Managed Core D**JIRMX16.5714.215.779.0542.00r0.84
Third Avenue Value Fund Investor Class+TVFVX22.037.091.078.789.4691.00r1.4
Alger Green ASPEGX13.558.232.338.3745.25s1.32
VALIC Company I Value FundVAVAX18.2811.683.688.016none0.85
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 April 30, 2013

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
Columbia Value & Restructuring A+EVRAX16.15%8.95%1.43%9.12%11.77%105.75%1.19%
Janus Twenty D**JNTFX10.57.750.8710.259.858none0.7
Selected American Shares Fund Class SSLASX14.869.072.427.499.554none0.95
Third Avenue Value Fund Investor Class+TVFVX22.037.091.078.789.4691.00r1.4
VALIC Company I Stock Index FundVSTIX16.4812.434.887.538.414none0.37
Wells Fargo Advantage Index Fund Class Investor+WFIRX16.4112.374.897.548.314none0.45
Neuberger Berman Partners Fund Class A+NPNAX19.166.230.147.877.9995.751.07
Russell U.S. Core Equity A+RSQAX14.6810.282.837.167.7765.751.07
Catalyst Large Cap Value Fund Class AINSAX25.0545.751.2
13D Activist Fund Class ADDDAX24.3225.75s1.75
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
Register

Featured Videos From Kiplinger