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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 July 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
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Snow Capital Focused Value Fund Class A SharesSFOAX28.88%—%—%—%—%35.25%s1.4%
Saratoga Large Capitalization Value InstitutionalSLCVX28.6917.9817.324.7792.00r1.25
VALIC Company I Nasdaq-100 Index FundVCNIX27.0718.9820.1211.066none0.53
USAA Nasdaq-100 IndexUSNQX26.9718.8419.8310.816none0.64
Biondo Focus InvBFONX26.7713.36102.00r2.82
Nuveen Concentrated Core ANCADX26.0345.751.21
Rydex Series Trust Nasdaq-100 Strategy InvestorRYOCX2618.1819.2110.4411.956none1.29
Catalyst Dynamic Alpha ACPEAX25.7565.751.35
Transamerica Focus A IALAX25.314.218.898.7495.501.41
Legg Mason ClearBridge Aggressive Growth ASHRAX25.2720.9822.369.7812.7885.751.23
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 July 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
Matthew 25 FundMXXVX20.49%22.97%26.49%10.06%—%92.00%r1.06%
Smead Value Fund InvSMVLX13.322.8219.825none1.35
Oakmark Select IOAKLX24.5821.3320.338.756none1.01
Pimco Fundamental IndexPLUS AR DPIXDX16.8621.2225.086none1.19
Federated MDT Stock Trust AFSTRX20.421.0517.698.479.875.50
Legg Mason ClearBridge Aggressive Growth ASHRAX25.2720.9822.369.7812.7885.751.23
Catalyst Insider Buying AINSAX19.9920.6255.751
Parnassus FundPARNX17.0719.9917.359.638.928none0.86
Oakmark IOAKMX19.0219.918.859.2210.165none0.95
Vanguard Capital Opportunity InvVHCOX19.8419.7516.9810.857none0.48
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 July 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 FundMXXVX20.49%22.97%26.49%10.06%—%92.00%r1.06%
Pimco Fundamental IndexPLUS AR DPIXDX16.8621.2225.086none1.19
Metropolitan West AlphaTrak 500 FundMWATX17.9617.7823.377.695none0.9
Legg Mason ClearBridge Aggressive Growth ASHRAX25.2720.9822.369.7812.7885.751.23
Pimco StocksPLUS Absolute Return DPSTDX17.6618.621.669.776none1.04
Rydex Series Trust Large Cap Growth HRYAWX23.7417.2120.868.717none1.52
Marsico Flexible CapitalMFCFX14.9715.7420.75none1.41
Oakmark Select IOAKLX24.5821.3320.338.756none1.01
VALIC Company I Nasdaq-100 Index FundVCNIX27.0718.9820.1211.066none0.53
Saratoga Large Capitalization Growth Portfolio A+SLGYX16.8416.6420.069.445.75s1.66
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 July 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 ASPECX21.57%16.05%18.58%13.56%12.12%65.25%s1.3%
Alger Capital Appreciation AACAAX21.8715.9517.1512.2812.7265.25s1.26
Morgan Stanley Multi Cap Growth ACPOAX22.7612.6818.512.195.251.3
Fidelity OTC PortfolioFOCPX17.9616.4519.312.03119none0.74
Wells Fargo Advantage Growth Inv**SGROX10.7113.4419.8611.9311.258none1.25
American Century All Cap Growth InvTWGTX13.8711.0915.6311.847.57none1
JPMorgan Growth Advantage AVHIAX18.731718.3511.4885.251.24
Fidelity Growth Company**FDGRX17.1716.0719.0111.4811.348none0.83
AllianceBernstein Equity Income AAUIAX13.0514.6715.4211.4410.0944.251.07
Reynolds Blue Chip GrowthRBCGX12.8611.7516.2511.369.388none1.58
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 July 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
Fidelity New MillenniumFMILX17.36%16.92%18.42%10.77%14.26%4none%0.87%
Calamos Growth ACVGRX18.778.8313.66.9113.794.751.26
Mairs & Power Growth InvMPGFX12.031917.28.7512.95none0.67
Legg Mason ClearBridge Aggressive Growth ASHRAX25.2720.9822.369.7812.7885.751.23
Vanguard Primecap InvVPMCX24.3818.9517.4110.5812.765none0.45
Alger Capital Appreciation AACAAX21.8715.9517.1512.2812.7265.25s1.26
Principal Capital Appreciation ACMNWX16.915.4915.538.8612.3655.500.9
Alger Spectra ASPECX21.5716.0518.5813.5612.1265.25s1.3
AMG Yacktman FundYACKX9.3414.3316.0410.7711.9822.00r0.74
Rydex Series Trust Nasdaq-100 Strategy InvestorRYOCX2618.1819.2110.4411.956none1.29
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..

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