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 April 30, 2017

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 PortfolioFOCPX31.91%16.52%17.66%12.26%10.22%10none%0.9%
Biondo Focus InvBFONX30.36.4610.09102.00r2.59
USAA Nasdaq-100 IndexUSNQX29.5816.7416.2511.939none0.53
CGM FocusCGMFX28.896.129.443.6210none1.2
Parnassus EndeavorPARWX28.6214.5716.9512.297none0.95
Rydex Nasdaq-100 HRYHOX28.2215.6115.2111.18.89none1.51
Shelton Capital Nasdaq-100 Index DirectNASDX28.216.6216.4912.358none0.49
Fidelity Nasdaq Composite IndexFNCMX27.9514.9415.9610.158none0.29
DoubleLine Shiller Enhanced CAPE NDSENX27.7915.546none0.88
ProFunds NASDAQ-100 InvestorOTPIX27.6914.9714.510.549none1.54
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, 2017

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
USAA Nasdaq-100 IndexUSNQX29.58%16.74%16.25%11.93%—%9none%0.53%
Shelton Capital Nasdaq-100 Index DirectNASDX28.216.6216.4912.358none0.49
Fidelity OTC PortfolioFOCPX31.9116.5217.6612.2610.2210none0.9
Rydex Nasdaq-100 HRYHOX28.2215.6115.2111.18.89none1.51
DoubleLine Shiller Enhanced CAPE NDSENX27.7915.546none0.88
Edgewood Growth RetailEGFFX25.5615.0116.329.959none1.39
ProFunds NASDAQ-100 InvestorOTPIX27.6914.9714.510.549none1.54
Fidelity Nasdaq Composite IndexFNCMX27.9514.9415.9610.158none0.29
Parnassus EndeavorPARWX28.6214.5716.9512.297none0.95
Janus Forty TJACTX19.7314.5214.378.918none0.96
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, 2017

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
Vanguard Capital Opportunity InvVHCOX27.27%13.48%18.21%9.83%13.57%8none%0.45%
Fidelity OTC PortfolioFOCPX31.9116.5217.6612.2610.2210none0.9
Vanguard Primecap InvVPMCX24.4812.6716.969.8310.936none0.39
Parnassus EndeavorPARWX28.6214.5716.9512.297none0.95
Shelton Capital Nasdaq-100 Index DirectNASDX28.216.6216.4912.358none0.49
Vanguard Primecap Core Inv**VPCCX23.4312.4616.419.496none0.46
Primecap Odyssey GrowthPOGRX27.3213.3516.49.449none0.65
Edgewood Growth RetailEGFFX25.5615.0116.329.959none1.39
USAA Nasdaq-100 IndexUSNQX29.5816.7416.2511.939none0.53
Fidelity Nasdaq Composite IndexFNCMX27.9514.9415.9610.158none0.29
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, 2017

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
Shelton Capital Nasdaq-100 Index DirectNASDX28.2%16.62%16.49%12.35%—%8none%0.49%
Parnassus EndeavorPARWX28.6214.5716.9512.297none0.95
Fidelity OTC PortfolioFOCPX31.9116.5217.6612.2610.2210none0.9
USAA Nasdaq-100 IndexUSNQX29.5816.7416.2511.939none0.53
Rydex Nasdaq-100 HRYHOX28.2215.6115.2111.18.89none1.51
Reynolds Blue Chip GrowthRBCGX12.324.428.0711.076.195none1.86
Fidelity Growth Company**FDGRX27.1213.9714.9210.810.389none0.77
Monetta Young InvestorMYIFX18.849.6412.3410.695none1.22
AllianceBernstein Large Cap Growth AAPGAX19.914.1215.5410.567.3454.251.16
ProFunds NASDAQ-100 InvestorOTPIX27.6914.9714.510.549none1.54
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, 2017

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
Vanguard Capital Opportunity InvVHCOX27.27%13.48%18.21%9.83%13.57%8none%0.45%
Oakmark Select IOAKLX23.568.4413.787.5911.998none0.98
Calamos Growth ACVGRX14.157.759.035.4611.9564.751.34
Fidelity New MillenniumFMILX17.877.2512.218.4711.396none0.57
Quaker Strategic Growth AQUAGX14.226.5110.093.9511.1765.502.24
Principal Capital Appreciation ACMNWX16.539.3212.687.541155.500.84
LeggMason ClearBridge Aggressive Growth ASHRAX17.896.6413.677.3210.9685.751.14
Hartford Capital Appreciation AITHAX15.697.4313.075.7210.9575.501.11
Vanguard Primecap InvVPMCX24.4812.6716.969.8310.936none0.39
Amana GrowthAMAGX19.0610.3510.987.7810.646none1.09
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.