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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 May 31, 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
Catalyst Dynamic Alpha ACPEAX23.14%24.16%—%—%—%85.75%1.35%
Fidelity OTC PortfolioFOCPX22.7525.7419.512.5310.899none0.76
Columbia Large Cap Growth ALEGAX21.8221.3517.679.078.5265.751.14
Hartford Growth Opportunities AHGOAX21.7623.8918.3510.4675.501.15
Janus Forty TJACTX21.5820.5115.49.977none0.76
USAA Nasdaq-100 IndexUSNQX21.3122.1720.0211.477none0.59
Fidelity Nasdaq Composite IndexFNCMX20.6922.818.7610.2970.75r0.29
Rydex Nasdaq-100 InvRYOCX20.6221.4219.411111.287none1.29
Federated Kaufmann Large Cap AKLCAX20.4624.6218.9165.501.15
Sequoia Fund**SEQUX20.4521.7319.4110.8112.474none1
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 May 31, 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 InvVHCOX17.9%27.37%18%10.92%—%6none%0.47%
Fidelity OTC PortfolioFOCPX22.7525.7419.512.5310.899none0.76
Saratoga Large Cap Value InstlSLCVX10.3725.3716.695.016.5882.00r1.12
Legg Mason ClearBridge Aggressive Growth ASHRAX12.7925.0621.59.7912.3475.751.15
Biondo Focus InvBFONX13.1424.9112.69102.00r2.34
Diamond Hill Select ADHTAX15.8424.6816.5365.001.2
Vanguard Primecap InvVPMCX14.6324.6418.2210.6912.214none0.44
Federated Kaufmann Large Cap AKLCAX20.4624.6218.9165.501.15
Smead Value Fund InvSMVLX14.5624.3919.967none1.25
Vanguard Capital Value InvVCVLX7.4524.2616.038.418none0.47
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 May 31, 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
Legg Mason ClearBridge Aggressive Growth ASHRAX12.79%25.06%21.5%9.79%12.34%75.75%1.15%
Matthew 25 FundMXXVX5.7619.16219.1872.00r1.06
USAA Nasdaq-100 IndexUSNQX21.3122.1720.0211.477none0.59
Edgewood Growth RetailEGFFX16.5321.7920.027none1.35
Smead Value Fund InvSMVLX14.5624.3919.967none1.25
Pimco RAE Fundamental PLUS DPIXDX7.6721.2619.887none1.19
Saratoga Large Cap Growth Portfolio ASLGYX14.721.9819.810.176.8365.75s1.59
Touchstone Sands Capital Select Growth A**TSNAX11.1518.2619.579.8895.751.31
Fidelity OTC PortfolioFOCPX22.7525.7419.512.5310.899none0.76
Fidelity Growth Company**FDGRX19.7122.1519.4811.7611.348none0.82
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 May 31, 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
Alger Spectra ASPECX18.45%21.76%18.26%13.88%11.57%55.25%s1.25%
Fidelity OTC PortfolioFOCPX22.7525.7419.512.5310.899none0.76
Alger Capital Appreciation AACAAX18.5421.7117.7612.5111.4655.251.24
Parnassus EndeavorPARWX18.0923.6718.2112.134none0.95
Wells Fargo Advantage Growth Inv**SGROX14.8115.8417.6912.0510.898none1.24
Reynolds Blue Chip GrowthRBCGX9.3816.1713.5711.848.767none1.59
American Century All Cap Growth InvTWGTX14.6916.5215.7611.836.486none1
Fidelity Growth Company**FDGRX19.7122.1519.4811.7611.348none0.82
Morgan Stanley Multi Cap Growth ACPOAX14.8820.3317.311.61105.251.26
John Hancock Large Cap Equity ATAGRX1119.9713.7511.510.0365.001.06
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 May 31, 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
Calamos Growth ACVGRX14.71%17.21%13.19%7%14.23%84.75%1.26%
Fidelity New MillenniumFMILX6.919.0416.1110.8513.536none0.81
Sequoia Fund**SEQUX20.4521.7319.4110.8112.474none1
Principal Capital Appreciation ACMNWX11.4119.0915.158.8212.4645.500.82
Legg Mason ClearBridge Aggressive Growth ASHRAX12.7925.0621.59.7912.3475.751.15
Vanguard Primecap InvVPMCX14.6324.6418.2210.6912.214none0.44
Mairs & Power Growth InvMPGFX6.7618.2815.488.4812.187none0.65
Weitz Partners ValueWPVLX7.1217.314.797.3111.583none1.18
Alger Spectra ASPECX18.4521.7618.2613.8811.5755.25s1.25
Columbia Value & Restructuring AEVRAX13.8420.9815.147.6311.4755.751.21
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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