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 A | INSAX | 25.05% | —% | —% | —% | —% | 4 | 5.75% | 1.2% |
| 13D Activist Fund Class A | DDDAX | 24.32 | — | — | — | — | 2 | 5.75s | 1.75 |
| Transparent Value Dow Jones RBP U.S. Dividend Index Fund Class A | TVEAX | 22.8 | — | — | — | — | 2 | 5.75 | 1.5 |
| Maxim Putnam Equity Income Portfolio | MXQIX | 22.23 | — | — | — | — | 3 | none | 1.1 |
| Third Avenue Value Fund Investor Class+ | TVFVX | 22.03 | 7.09 | 1.07 | 8.78 | 9.46 | 9 | 1.00r | 1.4 |
| John Hancock II Fundamental Large Cap Value Fund Class A | JFVAX | 21.92 | — | — | — | — | 3 | 5.00 | 1.3 |
| Lord Abbett Calibrated Large Cap Value Fund Class A | LCAAX | 21.8 | — | — | — | — | 2 | 5.75 | 0.73 |
| Merk Currency Enhanced U.S. Equity Fund Investor Shares | MUSFX | 21.27 | — | — | — | — | 5 | none | 1.3 |
| Janus Contrarian A+ | JCNAX | 21.18 | 6.13 | -0.83 | 10.86 | — | 6 | 5.75 | 0.91 |
| Highland Dividend Equity Fund Class A | HDFAX | 20.87 | — | — | — | — | 2 | 5.75s | 2.25 |
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+ | VICAX | 18.28% | 18.22% | 5.14% | 11.92% | —% | 5 | 5.75%s | 1.73% |
| Akre Focus Fund Retail Class | AKREX | 18.45 | 17.99 | — | — | — | 3 | 1.00r | 1.4 |
| INTECH Risk-Managed Core D** | JIRMX | 16.57 | 14.21 | 5.77 | 9.05 | — | 4 | 2.00r | 0.84 |
| VALIC Company I Nasdaq-100 Index Fund | VCNIX | 7.06 | 13.62 | 8.98 | 10.23 | — | 6 | none | 0.53 |
| Nuveen Symphony Large Cap Growth A | NCGAX | 5.92 | 13.53 | 7.36 | — | — | 5 | 5.75 | 1.22 |
| MainStay 130/30 Core A | MYCTX | 20.55 | 13.46 | 4.15 | — | — | 5 | 5.50 | 1.3 |
| VALIC Company I Large Cap Core Fund | VLCCX | 18.81 | 13.32 | 8.98 | — | — | 6 | none | 0.85 |
| John Hancock Optimized All Cap Trust Series I | JEQAX | 18.02 | 13.31 | 4.02 | — | — | 7 | none | 0.76 |
| RNC Genter Dividend Income Fund | GDIIX | 17.11 | 13.31 | — | — | — | 3 | 2.00r | 1.25 |
| Columbia Select Large Cap Growth A+ | ELGAX | 6.62 | 12.89 | 4.72 | 9.49 | — | 9 | 5.75 | 1.11 |
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 A | SIRAX | 6.25% | 4.75% | 9.04% | —% | —% | 4 | 5.75% | 1.71% |
| VALIC Company I Large Cap Core Fund | VLCCX | 18.81 | 13.32 | 8.98 | — | — | 6 | none | 0.85 |
| VALIC Company I Nasdaq-100 Index Fund | VCNIX | 7.06 | 13.62 | 8.98 | 10.23 | — | 6 | none | 0.53 |
| Nuveen Symphony Large Cap Growth A | NCGAX | 5.92 | 13.53 | 7.36 | — | — | 5 | 5.75 | 1.22 |
| Franklin Focused Core Equity A | FCEQX | 13.08 | 8.33 | 6.24 | — | — | 8 | 5.75 | 1.21 |
| JPMorgan U.S. Large Cap Core Plus A | JLCAX | 17.59 | 10.94 | 6.17 | — | — | 6 | 5.25 | 1.4 |
| INTECH Risk-Managed Core D** | JIRMX | 16.57 | 14.21 | 5.77 | 9.05 | — | 4 | 2.00r | 0.84 |
| Neuberger Berman Large Cap Value Fund Class A+ | NVAAX | 18.97 | 11.67 | 5.65 | — | — | 4 | 5.75 | 1.08 |
| VALIC Company II Socially Responsible Fund | VCSRX | 16.53 | 12.45 | 5.25 | 7.6 | — | 5 | none | 0.56 |
| Vice Fund Class A+ | VICAX | 18.28 | 18.22 | 5.14 | 11.92 | — | 5 | 5.75s | 1.73 |
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+ | VICAX | 18.28% | 18.22% | 5.14% | 11.92% | —% | 5 | 5.75%s | 1.73% |
| Janus Contrarian A+ | JCNAX | 21.18 | 6.13 | -0.83 | 10.86 | — | 6 | 5.75 | 0.91 |
| Janus Twenty D** | JNTFX | 10.5 | 7.75 | 0.87 | 10.25 | 9.85 | 8 | none | 0.7 |
| VALIC Company I Nasdaq-100 Index Fund | VCNIX | 7.06 | 13.62 | 8.98 | 10.23 | — | 6 | none | 0.53 |
| Columbia Select Large Cap Growth A+ | ELGAX | 6.62 | 12.89 | 4.72 | 9.49 | — | 9 | 5.75 | 1.11 |
| Columbia Value & Restructuring A+ | EVRAX | 16.15 | 8.95 | 1.43 | 9.12 | 11.77 | 10 | 5.75 | 1.19 |
| INTECH Risk-Managed Core D** | JIRMX | 16.57 | 14.21 | 5.77 | 9.05 | — | 4 | 2.00r | 0.84 |
| Third Avenue Value Fund Investor Class+ | TVFVX | 22.03 | 7.09 | 1.07 | 8.78 | 9.46 | 9 | 1.00r | 1.4 |
| Alger Green A | SPEGX | 13.55 | 8.23 | 2.33 | 8.37 | — | 4 | 5.25s | 1.32 |
| VALIC Company I Value Fund | VAVAX | 18.28 | 11.68 | 3.68 | 8.01 | — | 6 | none | 0.85 |
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+ | EVRAX | 16.15% | 8.95% | 1.43% | 9.12% | 11.77% | 10 | 5.75% | 1.19% |
| Janus Twenty D** | JNTFX | 10.5 | 7.75 | 0.87 | 10.25 | 9.85 | 8 | none | 0.7 |
| Selected American Shares Fund Class S | SLASX | 14.86 | 9.07 | 2.42 | 7.49 | 9.55 | 4 | none | 0.95 |
| Third Avenue Value Fund Investor Class+ | TVFVX | 22.03 | 7.09 | 1.07 | 8.78 | 9.46 | 9 | 1.00r | 1.4 |
| VALIC Company I Stock Index Fund | VSTIX | 16.48 | 12.43 | 4.88 | 7.53 | 8.41 | 4 | none | 0.37 |
| Wells Fargo Advantage Index Fund Class Investor+ | WFIRX | 16.41 | 12.37 | 4.89 | 7.54 | 8.31 | 4 | none | 0.45 |
| Neuberger Berman Partners Fund Class A+ | NPNAX | 19.16 | 6.23 | 0.14 | 7.87 | 7.99 | 9 | 5.75 | 1.07 |
| Russell U.S. Core Equity A+ | RSQAX | 14.68 | 10.28 | 2.83 | 7.16 | 7.77 | 6 | 5.75 | 1.07 |
| Catalyst Large Cap Value Fund Class A | INSAX | 25.05 | — | — | — | — | 4 | 5.75 | 1.2 |
| 13D Activist Fund Class A | DDDAX | 24.32 | — | — | — | — | 2 | 5.75s | 1.75 |
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..
