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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 October 31, 2014

Large-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
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20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Biondo Focus InvBFONX26.73%19.91%—%—%—%102.00%r2.82%
Nuveen Concentrated Core ANCADX26.2655.751.21
Catalyst Dynamic Alpha ACPEAX25.5285.751.35
Buffalo Dividend Focus FundBUFDX24.6232.00r0.93
VALIC Company I Nasdaq-100 Index FundVCNIX24.0721.7320.7611.157none0.53
USAA Nasdaq-100 IndexUSNQX23.9121.5820.5410.897none0.64
Edgewood Growth RetailEGFFX23.6522.1918.287none1.41
Glenmede Large Cap Growth PortfolioGTLLX23.3621.3520.3810.177none0.87
Snow Capital Focused Value Fund Class A SharesSFOAX23.1275.25s1.4
Rydex Series Trust Nasdaq-100 Strategy InvestorRYOCX23.0820.8619.8810.5411.717none1.29
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 October 31, 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 InvSMVLX15.68%25.83%19.71%—%—%6none%1.35%
Legg Mason ClearBridge Aggressive Growth ASHRAX19.7424.2622.339.6612.3365.751.15
Vanguard Capital Opportunity InvVHCOX20.6724.0918.2110.866none0.48
Pimco Fundamental IndexPLUS AR DPIXDX15.3423.9622.475none1.19
Matthew 25 FundMXXVX11.5523.6125.139.0772.00r1.06
Federated MDT Stock Trust AFSTRX18.6923.3216.918.569.8175.50
Parnassus FundPARNX15.3123.2817.319.928.568none0.86
Putnam Multi-Cap Core APMYAX19.4723.0765.751.24
Oakmark Select IOAKLX21.4522.9919.188.866none1.01
Janus Contrarian TJSVAX21.4722.9714.99.596none0.75
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..
Data through October 31, 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 FundMXXVX11.55%23.61%25.13%9.07%—%72.00%r1.06%
Pimco Fundamental IndexPLUS AR DPIXDX15.3423.9622.475none1.19
Legg Mason ClearBridge Aggressive Growth ASHRAX19.7424.2622.339.6612.3365.751.15
Metropolitan West AlphaTrak 500 FundMWATX17.6521.8821.197.855none0.9
VALIC Company I Nasdaq-100 Index FundVCNIX24.0721.7320.7611.157none0.53
USAA Nasdaq-100 IndexUSNQX23.9121.5820.5410.897none0.64
Fidelity OTC PortfolioFOCPX20.6320.7320.512.511.0410none0.76
Pimco StocksPLUS Absolute Return DPSTDX17.622.9320.459.815none1.04
Glenmede Large Cap Growth PortfolioGTLLX23.3621.3520.3810.177none0.87
Saratoga Large Capitalization Growth Portfolio A+SLGYX15.1119.3520.179.746.9455.75s1.66
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 October 31, 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 ASPECX16.56%19.77%17.96%13.77%11.78%65.25%s1.3%
Alger Capital Appreciation AACAAX17.3519.7416.9712.541265.25s1.26
Fidelity OTC PortfolioFOCPX20.6320.7320.512.511.0410none0.76
American Century All Cap Growth InvTWGTX11.5116.021612.286.617none1
Wells Fargo Advantage Growth Inv**SGROX5.7715.3619.312.0711.129none1.24
Morgan Stanley Multi Cap Growth ACPOAX14.618.6418.0711.85105.251.3
Fidelity Growth Company**FDGRX17.4420.519.811.6111.49none0.83
JPMorgan Growth Advantage AVHIAX16.0920.918.8611.5185.251.24
AMG Yacktman FocusedYAFFX10.0915.3114.1311.4822.00r1.25
John Hancock Large Cap Equity ATAGRX13.5918.3913.4811.4710.4165.001.1
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 October 31, 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 ACVGRX13.84%13.9%13.2%6.81%13.85%94.75%1.26%
Fidelity New MillenniumFMILX13.6319.2917.8610.6913.815none0.87
Mairs & Power Growth InvMPGFX10.421.3417.478.9112.986none0.67
Vanguard Primecap InvVPMCX22.0122.5518.0310.5812.624none0.45
Principal Capital Appreciation ACMNWX15.2218.4115.398.8412.5745.500.9
Legg Mason ClearBridge Aggressive Growth ASHRAX19.7424.2622.339.6612.3365.751.15
Sequoia Fund**SEQUX8.5718.517.348.9112.033none1
Alger Capital Appreciation AACAAX17.3519.7416.9712.541265.25s1.26
Weitz Partners ValueWPVLX10.7118.0117.427.3911.852none1.18
Alger Spectra ASPECX16.5619.7717.9613.7711.7865.25s1.3
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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