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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 August 31, 2014

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
Biondo Focus InvBFONX42.65%16.76%—%—%—%102.00%r2.82%
Snow Capital Focused Value Fund Class A SharesSFOAX39.5835.25s1.4
Catalyst Dynamic Alpha ACPEAX39.3665.751.35
Nuveen Concentrated Core ANCADX38.4635.751.21
Saratoga Large Capitalization Value InstitutionalSLCVX35.9923.7217.055.1692.00r1.25
Fidelity IndependenceFDFFX35.0921.719.0910.959.810none0.6
VALIC Company I Nasdaq-100 Index FundVCNIX33.8823.120.9911.876none0.53
USAA Nasdaq-100 IndexUSNQX33.7522.920.6711.66none0.64
Edgewood Growth RetailEGFFX33.0722.7817.136none1.41
Legg Mason ClearBridge Aggressive Growth ASHRAX33.0326.422.1810.1812.4675.751.23
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 August 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 FundMXXVX26.63%27.69%26.44%10.32%—%82.00%r1.06%
Smead Value Fund InvSMVLX22.9126.8319.545none1.35
Legg Mason ClearBridge Aggressive Growth ASHRAX33.0326.422.1810.1812.4675.751.23
Parnassus FundPARNX27.6926.2617.3810.048.848none0.86
Pimco Fundamental IndexPLUS AR DPIXDX27.2225.9323.715none1.19
Federated MDT Stock Trust AFSTRX29.325.8317.758.939.8675.50
Vanguard Capital Opportunity InvVHCOX28.6224.7617.7111.686none0.48
Oakmark Select IOAKLX32.9824.6119.479.266none1.01
Putnam Multi-Cap Core APMYAX30.7324.5965.751.24
Janus Contrarian TJSVAX30.9324.2914.2610.546none0.75
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 August 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 FundMXXVX26.63%27.69%26.44%10.32%—%82.00%r1.06%
Pimco Fundamental IndexPLUS AR DPIXDX27.2225.9323.715none1.19
Metropolitan West AlphaTrak 500 FundMWATX26.2821.9422.728.055none0.9
Legg Mason ClearBridge Aggressive Growth ASHRAX33.0326.422.1810.1812.4675.751.23
Pimco StocksPLUS Absolute Return DPSTDX27.5723.8121.3210.045none1.04
Marsico Flexible CapitalMFCFX20.2519.4621.315none1.41
Rydex Series Trust Large Cap Growth HRYAWX31.8921.321.079.187none1.52
VALIC Company I Nasdaq-100 Index FundVCNIX33.8823.120.9911.876none0.53
USAA Nasdaq-100 IndexUSNQX33.7522.920.6711.66none0.64
Saratoga Large Capitalization Growth Portfolio A+SLGYX23.8619.9620.541045.75s1.66
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 August 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 ASPECX28.53%20.69%18.74%14.66%11.93%65.25%s1.3%
Alger Capital Appreciation AACAAX28.8520.4617.3913.3712.3865.25s1.26
Fidelity OTC PortfolioFOCPX26.4122.420.413.1211.089none0.74
American Century All Cap Growth InvTWGTX20.1115.7816.1812.767.347none1
Morgan Stanley Multi Cap Growth ACPOAX28.6217.1919.3612.68105.251.3
Wells Fargo Advantage Growth Inv**SGROX16.0917.2219.9812.6511.198none1.25
Reynolds Blue Chip GrowthRBCGX20.3916.1916.0812.559.38none1.58
JPMorgan Growth Advantage AVHIAX26.7622.5819.3212.2985.251.24
Fidelity Growth Company**FDGRX24.932119.8112.2211.378none0.83
VALIC Company I Nasdaq-100 Index FundVCNIX33.8823.120.9911.876none0.53
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 August 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 MillenniumFMILX23.46%20.17%18.14%11.36%14.14%5none%0.87%
Calamos Growth ACVGRX25.0413.4814.387.6213.8194.751.26
Mairs & Power Growth InvMPGFX20.3922.0117.189.1312.95none0.67
Vanguard Primecap InvVPMCX31.422.9117.9511.0412.655none0.45
Legg Mason ClearBridge Aggressive Growth ASHRAX33.0326.422.1810.1812.4675.751.23
Alger Capital Appreciation AACAAX28.8520.4617.3913.3712.3865.25s1.26
Principal Capital Appreciation ACMNWX24.8319.1715.749.2912.2655.500.9
Alger Spectra ASPECX28.5320.6918.7414.6611.9365.25s1.3
Sequoia Fund**SEQUX14.2918.1516.628.9411.883none1
Rydex Series Trust Nasdaq-100 Strategy InvestorRYOCX32.7922.2320.0611.2611.866none1.29
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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