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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 April 30, 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
Fidelity OTC PortfolioFOCPX25.25%21.3%17.16%13.35%10.94%9none%0.76%
USAA Nasdaq-100 IndexUSNQX24.0218.2917.6812.147none0.59
VALIC Company I Nasdaq-100 Index FundVCNIX23.9918.4517.8912.377none0.53
Janus Forty Fund Class TJACTX23.8617.2912.8410.377none0.76
Hartford Growth Opportunities AHGOAX23.6719.9815.8810.8975.501.15
Catalyst Dynamic Alpha ACPEAX23.5319.9775.751.35
Rydex Series Trust Nasdaq-100 Strategy InvestorRYOCX23.2917.6317.0711.7211.387none1.29
Scout Equity OpportunitySEOFX22.857none1.25
Columbia Large Cap Growth ALEGAX22.6917.1815.19.218.5465.751.14
Buffalo Large CapBUFEX22.0718.1513.768.6962.00r0.97
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 April 30, 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 InvVHCOX19.8%23.69%15.21%11.53%—%6none%0.47%
Vanguard Primecap InvVPMCX16.9621.4115.7811.0912.174none0.44
Legg Mason ClearBridge Aggressive Growth ASHRAX14.2521.3718.7710.0312.3675.751.15
Smead Value Fund InvSMVLX13.8921.3617.426none1.25
Fidelity OTC PortfolioFOCPX25.2521.317.1613.3510.949none0.76
Saratoga Large Capitalization Value InstitutionalSLCVX13.2720.7214.45.136.7382.00r1.12
Diamond Hill Select ADHTAX15.6520.7114.4775.001.2
Vanguard Primecap Core InvVPCCX16.5220.5415.0710.874none0.5
Glenmede Large Cap Growth PortfolioGTLLX18.7820.0717.7710.746none0.88
Parnassus FundPARNX15.9620.0614.5610.888.668none0.84
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, 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 FundMXXVX7.53%16.87%19.58%9.63%—%62.00%r1.06%
Legg Mason ClearBridge Aggressive Growth ASHRAX14.2521.3718.7710.0312.3675.751.15
VALIC Company I Nasdaq-100 Index FundVCNIX23.9918.4517.8912.377none0.53
Saratoga Large Capitalization Growth Portfolio A+SLGYX17.9218.5317.7910.786.9765.75s1.59
Glenmede Large Cap Growth PortfolioGTLLX18.7820.0717.7710.746none0.88
USAA Nasdaq-100 IndexUSNQX24.0218.2917.6812.147none0.59
Pimco Fundamental IndexPLUS AR DPIXDX8.6718.6217.436none1.19
Smead Value Fund InvSMVLX13.8921.3617.426none1.25
Sequoia Fund**SEQUX15.5818.1617.3510.7112.564none1
Fidelity OTC PortfolioFOCPX25.2521.317.1613.3510.949none0.76
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, 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 ASPECX18.69%17.63%15.63%14.26%11.55%55.25%s1.25%
Fidelity OTC PortfolioFOCPX25.2521.317.1613.3510.949none0.76
Alger Capital Appreciation AACAAX18.5817.5215.0412.811.4955.25s1.24
Wells Fargo Advantage Growth Inv**SGROX15.3211.8915.8312.6510.838none1.24
Morgan Stanley Multi Cap Growth ACPOAX18.6816.7315.9912.38105.251.26
VALIC Company I Nasdaq-100 Index FundVCNIX23.9918.4517.8912.377none0.53
Fidelity Growth Company**FDGRX20.5817.7617.0312.3311.48none0.82
American Century All Cap Growth InvTWGTX16.4712.7413.4612.316.526none1
Reynolds Blue Chip GrowthRBCGX9.0912.211.2412.238.887none1.59
USAA Nasdaq-100 IndexUSNQX24.0218.2917.6812.147none0.59
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 April 30, 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 ACVGRX16.75%12.86%11.34%7.67%14.23%84.75%1.26%
Fidelity New MillenniumFMILX7.915.8813.9911.3913.556none0.81
Sequoia Fund**SEQUX15.5818.1617.3510.7112.564none1
Principal Capital Appreciation ACMNWX12.5516.113.099.2112.445.500.82
Legg Mason ClearBridge Aggressive Growth ASHRAX14.2521.3718.7710.0312.3675.751.15
Mairs & Power Growth InvMPGFX6.4415.9413.418.7712.36none0.65
Vanguard Primecap InvVPMCX16.9621.4115.7811.0912.174none0.44
Weitz Partners ValueWPVLX8.4415.9913.517.5711.843none1.18
Fidelity Export & MultinationalFEXPX12.4613.7611.057.6811.5940.75r0.77
Columbia Value and Restructuring AEVRAX14.3117.0512.297.9611.5865.751.21
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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