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 November 30, 2016

Large-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Berwyn Cornerstone FundBERCX24.17%3.17%11.18%5.31%—%81.00%r1.25%
Longleaf PartnersLLPFX21.982.6810.263.417.969none0.93
Artisan Value InvARTLX19.927.2411.66.049none1
Neuberger Berman Value ANVAAX19.397.613.127.3985.751.1
Neuberger Berman Large Cap Value Inv**NPRTX19.248.1513.084.86.848none0.9
Fairholme FundFAIRX18.934.0114.776.83102.00r1.03
Integrity Dividend Harvest Fund Class A SharesIDIVX17.7410.6235.000.85
Parnassus EndeavorPARWX17.5514.6118.4811.96none0.95
Snow Capital Dividend Plus Fund Class A SharesSDPAX17.496.0485.25s1.25
DoubleLine Shiller Enhanced CAPE NDSENX17.4513.96none0.88
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.

Data through November 30, 2016

Large-Company Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Parnassus EndeavorPARWX17.55%14.61%18.48%11.9%—%6none%0.95%
DoubleLine Shiller Enhanced CAPE NDSENX17.4513.96none0.88
Catalyst Dynamic Alpha ACPEAX8.1613.1385.751.35
Shelton Capital Nasdaq-100 Index DirectNASDX3.912.1217.1911.218none0.49
USAA Nasdaq-100 IndexUSNQX3.9212.0816.7410.78none0.57
Polen Growth InvPOLRX-0.2311.6312.7952.00r1.25
Rydex Nasdaq-100 InvRYOCX3.1711.3616.0410.28.598none1.25
Invesco Dividend Income AIAUTX11.5511.211.586.887.2725.501.13
Natixiss Trust I U.S. Diversified Portfolio A NEFSX8.6411.1815.928.938.6975.751.25
Legg Mason ClearBridge Large Cap Growth ASBLGX5.0210.9216.68.027.9755.751.14
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, 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
Parnassus EndeavorPARWX17.55%14.61%18.48%11.9%—%6none%0.95%
Vanguard Capital Opportunity InvVHCOX8.8210.5317.428.6712.168none0.45
Shelton Capital Nasdaq-100 Index DirectNASDX3.912.1217.1911.218none0.49
Dodge & Cox StockDODGX16.69.0816.976.039.868none0.52
Smead Value Fund InvSMVLX-1.346.8716.826none1.26
USAA Nasdaq-100 IndexUSNQX3.9212.0816.7410.78none0.57
Parnassus FundPARNX6.879.8316.729.238.788none0.84
Legg Mason ClearBridge Large Cap Growth ASBLGX5.0210.9216.68.027.9755.751.14
Fidelity Nasdaq Composite IndexFNCMX5.4310.6416.519.1680.75r0.29
Matthew 25 FundMXXVX16.126.3516.48.210.5992.00r1.06
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, 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 EndeavorPARWX17.55%14.61%18.48%11.9%—%6none%0.95%
Shelton Capital Nasdaq-100 Index DirectNASDX3.912.1217.1911.218none0.49
Fidelity OTC PortfolioFOCPX2.8910.915.8310.788.9810none0.9
USAA Nasdaq-100 IndexUSNQX3.9212.0816.7410.78none0.57
Rydex Nasdaq-100 InvRYOCX3.1711.3616.0410.28.598none1.25
Pimco RAE Fundamental PLUS DPIXDX13.487.0116.1210.167none1.19
Reynolds Blue Chip GrowthRBCGX-6.281.028.5510.126.115none1.71
SunAmerica Focused Dividend Strategy AFDSAX11.228.2615.3210.0745.751.06
Alger Spectra ASPECX-1.697.2813.78109.0875.251.19
Fidelity Growth Company**FDGRX3.489.915.619.849.529none0.87
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, 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
Oakmark Select IOAKLX9.77%8.93%15.59%7.29%12.45%8none%0.98%
Vanguard Capital Opportunity InvVHCOX8.8210.5317.428.6712.168none0.45
Calamos Growth ACVGRX-3.883.948.894.8811.3364.751.31
Fidelity New MillenniumFMILX8.546.5313.318.2611.016none0.71
Principal Capital Appreciation ACMNWX4.227.8113.167.0310.9345.500.84
Hartford Capital Appreciation AITHAX1.064.7813.765.1610.8175.501.09
Vanguard Primecap InvVPMCX8.3110.4416.289.0610.86none0.39
Quaker Strategic Growth AQUAGX0.354.5510.774.0310.7565.502.24
Legg Mason ClearBridge Aggressive Growth ASHRAX3.866.0214.66.810.7185.751.14
Matthew 25 FundMXXVX16.126.3516.48.210.5992.00r1.06
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.