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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 November 30, 2014

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 Dynamic Alpha ACPEAX27.83%—%—%—%—%85.75%1.35%
VALIC Company I Nasdaq-100 Index FundVCNIX25.2624.6620.4411.047none0.53
USAA Nasdaq-100 IndexUSNQX25.2324.4720.1510.787none0.64
Buffalo Dividend Focus FundBUFDX24.8632.00r0.93
Rydex Series Trust Nasdaq-100 Strategy InvestorRYOCX24.3323.7319.5210.4112.087none1.29
Glenmede Large Cap Growth PortfolioGTLLX23.9523.6619.9810.257none0.87
ProFunds NASDAQ-100 InvestorOTPIX23.2222.5618.489.647none1.65
PNC Large Cap Growth APEWAX23.1620.2816.056.717.5865.501.08
Nuveen Concentrated Core ANCADX22.9435.751.22
Goldman Sachs Large Cap Growth Insights AGLCGX22.1222.5917.37.2165.500.95
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 November 30, 2014

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
Smead Value Fund InvSMVLX16.45%27.56%19.13%—%—%6none%1.35%
Biondo Focus InvBFONX20.4126.4102.00r2.82
Vanguard Capital Opportunity InvVHCOX21.5626.1917.5710.666none0.47
Matthew 25 FundMXXVX11.725.6724.448.5972.00r1.06
Pimco Fundamental IndexPLUS AR DPIXDX14.1225.2721.475none1.19
Janus Contrarian TJSVAX17.0825.0114.399.066none0.89
Legg Mason ClearBridge Aggressive Growth ASHRAX17.5724.9521.479.312.5565.751.15
Parnassus FundPARNX18.5224.6717.3510.128.958none0.86
VALIC Company I Nasdaq-100 Index FundVCNIX25.2624.6620.4411.047none0.53
USAA Nasdaq-100 IndexUSNQX25.2324.4720.1510.787none0.64
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 November 30, 2014

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 FundMXXVX11.7%25.67%24.44%8.59%—%72.00%r1.06%
Legg Mason ClearBridge Aggressive Growth ASHRAX17.5724.9521.479.312.5565.751.15
Pimco Fundamental IndexPLUS AR DPIXDX14.1225.2721.475none1.19
Metropolitan West AlphaTrak 500 FundMWATX17.3423.3920.77.665none0.9
VALIC Company I Nasdaq-100 Index FundVCNIX25.2624.6620.4411.047none0.53
USAA Nasdaq-100 IndexUSNQX25.2324.4720.1510.787none0.64
Glenmede Large Cap Growth PortfolioGTLLX23.9523.6619.9810.257none0.87
Fidelity OTC PortfolioFOCPX22.0923.1319.7712.0611.3810none0.76
Saratoga Large Capitalization Growth Portfolio A+SLGYX17.7321.6419.719.587.4165.75s1.59
Pimco StocksPLUS Absolute Return DPSTDX17.324.4619.559.755none1.04
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 November 30, 2014

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 ASPECX16.95%21.79%17.31%13.44%12.23%65.25%s1.3%
Alger Capital Appreciation AACAAX17.6921.7416.3212.2112.5265.25s1.26
Fidelity OTC PortfolioFOCPX22.0923.1319.7712.0611.3810none0.76
American Century All Cap Growth InvTWGTX12.4917.2115.0811.876.947none1
Wells Fargo Advantage Growth Inv**SGROX6.4716.4318.2911.5811.369none1.24
Morgan Stanley Multi Cap Growth ACPOAX12.6620.0916.9311.46105.251.3
Fidelity Growth Company**FDGRX17.5222.2818.911.3611.749none0.83
AMG Yacktman FocusedYAFFX12.6216.6314.0711.2722.00r1.25
John Hancock Large Cap Equity ATAGRX11.0119.3512.7311.1110.7665.001.1
JPMorgan Growth Advantage AVHIAX14.5422.1117.9811.0985.251.24
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 November 30, 2014

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 ACVGRX12.83%15.45%12.74%6.32%14.3%94.75%1.26%
Fidelity New MillenniumFMILX11.3119.8116.8910.1114.115none0.87
Mairs & Power Growth InvMPGFX9.8921.216.638.7213.336none0.67
Vanguard Primecap InvVPMCX21.1624.1117.2110.5512.984none0.44
Principal Capital Appreciation ACMNWX15.2519.514.998.5512.8145.500.9
Legg Mason ClearBridge Aggressive Growth ASHRAX17.5724.9521.479.312.5565.751.15
Sequoia Fund**SEQUX10.8418.7917.959.3412.533none1
Alger Capital Appreciation AACAAX17.6921.7416.3212.2112.5265.25s1.26
Weitz Partners ValueWPVLX10.8119.3917.787.3712.252none1.18
Alger Spectra ASPECX16.9521.7917.3113.4412.2365.25s1.3
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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