print order a reprint
See All Tools


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 May 31, 2016

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
Integrity Dividend Harvest Fund Class A SharesIDIVX11.09%11.23%—%—%—%35.00%0.85%
Copley FundCOPLX10.729.7410.095.295.9822.00r1.33
Federated Strategic Value Dividend ASVAAX10.6411.2611.196.935.501.05
City National Rochdale Dividend & Income NRIMHX10.259.089.758.072none1.11
Invesco Dividend Income AIAUTX10.212.4911.558.277.4125.501.12
American Century Equity Income InvTWEIX9.469.8810.077.39.682none0.94
Summit Global Investments U.S. Low Volatility Equity Fund Class I SharesSILVX8.9711.9331.50r0.98
Madison Mosaic Investors FundMINVX7.510.9111.227.017.933none0.94
Loomis Sayles Growth ALGRRX7.4514.4113.577.065.975.750.92
Provident Trust Strategy FundPROVX7.1310.629.187.098.254none1
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, 2016

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
Catalyst Dynamic Alpha ACPEAX-0.98%16.19%—%—%—%95.75%1.35%
Shelton Capital Nasdaq-100 Index DirectNASDX1.2916.0815.1211.98none0.49
Fidelity OTC PortfolioFOCPX-0.9316.0112.5811.759.1610none0.83
USAA Nasdaq-100 IndexUSNQX1.0515.6814.4811.368none0.57
AllianceBernstein Large Cap Growth AAPGAX3.115.4413.049.837.4944.251.21
Rydex Nasdaq-100 InvRYOCX0.515.0213.8510.919.328none1.26
Polen Growth InvPOLRX7.0814.8512.2452.00r1.25
Morgan Stanley Instl Growth Portfolio AMSEGX-0.4714.6511.429.518.2195.250.96
Edgewood Growth RetailEGFFX3.1114.5814.199.768none1.39
Loomis Sayles Growth ALGRRX7.4514.4113.577.065.975.750.92
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, 2016

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
Shelton Capital Nasdaq-100 Index DirectNASDX1.29%16.08%15.12%11.9%—%8none%0.49%
USAA Nasdaq-100 IndexUSNQX1.0515.6814.4811.368none0.57
Smead Value Fund InvSMVLX-3.948.7114.455none1.26
Edgewood Growth RetailEGFFX3.1114.5814.199.768none1.39
Legg Mason ClearBridge Large Cap Growth ASBLGX4.9414.2514.168.6855.751.14
Rydex Nasdaq-100 InvRYOCX0.515.0213.8510.919.328none1.26
Loomis Sayles Growth ALGRRX7.4514.4113.577.065.975.750.92
Parnassus EndeavorPARWX1.5513.713.4611.75none0.95
T. Rowe Price Blue Chip GrowthTRBCX0.313.4913.269.068.478none0.71
SunAmerica Focused Dividend Strategy AFDSAX1.049.8713.089.8445.751.06
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, 2016

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 DirectNASDX1.29%16.08%15.12%11.9%—%8none%0.49%
Fidelity OTC PortfolioFOCPX-0.9316.0112.5811.759.1610none0.83
Parnassus EndeavorPARWX1.5513.713.4611.75none0.95
Alger Spectra ASPECX-3.3112.0111.3611.659.1975.251.19
USAA Nasdaq-100 IndexUSNQX1.0515.6814.4811.368none0.57
Rydex Nasdaq-100 InvRYOCX0.515.0213.8510.919.328none1.26
Pimco RAE Fundamental PLUS DPIXDX-4.417.3411.8110.548none1.19
Alger Capital Appreciation AACAAX-3.3612.1211.2910.438.1975.251.23
AMG Yacktman FocusedYAFFX1.826.248.5810.2132.00r1.22
Laudus US Large Cap GrowthLGILX-2.8111.5211.3110.0982.00r0.75
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 May 31, 2016

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 InvVHCOX-2.98%12.05%12.37%9.15%11.67%6none%0.45%
Calamos Growth ACVGRX-5.1410.486.015.1811.4174.751.31
Principal Capital Appreciation ACMNWX0.6410.4510.547.4510.9345.500.84
Fidelity New MillenniumFMILX-2.48.4910810.95none0.71
Vanguard Primecap InvVPMCX-0.312.7212.399.1410.814none0.4
Mairs & Power Growth InvMPGFX6.1510.5912.468.2610.645none0.65
Matthew 25 FundMXXVX-8.075.9912.137.1210.4482.00r1.06
Legg Mason ClearBridge Aggressive Growth ASHRAX-10.888.3911.066.7510.1675.751.12
Parnassus Core Equity InvPRBLX2.9610.9511.99.88104none0.88
AMG Yacktman FundYACKX2.256.7499.959.8932.00r0.72
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..
Advertisement
Advertisement