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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 June 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
BlackRock Focus Growth Inv AMDFOX18.05%18.81%16.95%10.71%—%85.25%1.49%
Janus Forty TJACTX17.6718.6316.329.487none0.76
AllianceBernstein Large Cap Growth AAPGAX17.1421.9419.6110.348.5964.251.25
Sequoia Fund**SEQUX17.0220.4219.0410.312.25none1
Catalyst Dynamic Alpha ACPEAX16.9822.6285.751.35
Columbia Large Cap Growth ALEGAX16.6919.7618.658.998.2965.751.14
Bridgeway Large Cap GrowthBRLGX16.1922.1319.338.67none0.84
Virtus Strategic Growth APSTAX15.6416.716.965.9565.751.28
Columbia Select Large Cap Growth A+ELGAX15.622.2420.0210.7105.751.09
JPMorgan Growth Advantage AVHIAX14.9922.0420.6111.3885.251.24
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 June 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 InvVHCOX12%24.92%19.52%10.77%—%7none%0.47%
Fidelity OTC PortfolioFOCPX14.1323.0120.7712.2710.319none0.76
Saratoga Large Cap Value InstlSLCVX0.9222.7117.344.516.2382.00r1.12
Catalyst Dynamic Alpha ACPEAX16.9822.6285.751.35
Diamond Hill Select ADHTAX11.3222.4317.3875.001.2
Thornburg Value ATVAFX10.8522.3113.897.5654.501.37
Columbia Select Large Cap Growth A+ELGAX15.622.2420.0210.7105.751.09
Bridgeway Large Cap GrowthBRLGX16.1922.1319.338.67none0.84
Leuthold Select IndustriesLSLTX9.9822.1316.58.588none1.58
JPMorgan Growth Advantage AVHIAX14.9922.0420.6111.3885.251.24
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 June 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 FundMXXVX1.75%17.64%21.75%8.09%—%72.00%r1.06%
Edgewood Growth RetailEGFFX10.8320.8121.117none1.35
Fidelity OTC PortfolioFOCPX14.1323.0120.7712.2710.319none0.76
JPMorgan Growth Advantage AVHIAX14.9922.0420.6111.3885.251.24
SunAmerica Focused Alpha Large-Cap ASFLAX12.7519.2820.5465.751.65
Touchstone Sands Capital Select Growth A**TSNAX6.7417.4820.539.88105.751.31
Fidelity Advisor Growth Opportunities AFAGAX11.7518.6520.368.356.6685.751.08
Saratoga Large Cap Growth Portfolio ASLGYX10.0819.2820.329.366.3365.75s1.59
Fidelity Blue Chip GrowthFBGRX13.2321.820.19108.427none0.8
Morgan Stanley Instl Growth Portfolio AMSEGX12.1921.0220.1110.659.995.250.83
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 June 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
Fidelity OTC PortfolioFOCPX14.13%23.01%20.77%12.27%10.31%9none%0.76%
Alger Capital Appreciation AACAAX13.582019.0412.2610.4955.251.24
Wells Fargo Advantage Growth Inv**SGROX9.4214.9518.7611.910.58none1.24
Reynolds Blue Chip GrowthRBCGX4.8915.1415.311.78.427none1.59
Morgan Stanley Multi Cap Growth ACPOAX10.7119.6419.0111.4105.251.26
JPMorgan Growth Advantage AVHIAX14.9922.0420.6111.3885.251.24
John Hancock Large Cap Equity ATAGRX7.817.815.0211.019.9565.001.06
Vanguard Capital Opportunity InvVHCOX1224.9219.5210.777none0.47
BlackRock Focus Growth Inv AMDFOX18.0518.8116.9510.7185.251.49
Columbia Select Large Cap Growth A+ELGAX15.622.2420.0210.7105.751.09
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 June 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
Fidelity New MillenniumFMILX2.63%16.91%17.4%10.53%13%6none%0.81%
Sequoia Fund**SEQUX17.0220.4219.0410.312.25none1
Principal Capital Appreciation ACMNWX7.8417.1416.48.5512.0945.500.82
Mairs & Power Growth InvMPGFX3.2216.816.468.4211.897none0.65
Vanguard Primecap InvVPMCX8.821.8218.9710.511.674none0.44
Columbia Value & Restructuring AEVRAX9.219.4416.247.111.255.751.21
Dodge & Cox StockDODGX4.5420.4417.797.2116none0.52
MainStay MAP InvMSMIX4.8615.9514.827.3110.9445.501.26
AMG Yacktman FundYACKX0.912.0713.729.910.8732.00r0.71
Amana GrowthAMAGX713.0713.379.4710.76none1.09
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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