Tool | January 2013
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, 2013
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 |
| Snow Capital Opportunity Fund Class A | SNOAX | 46.56% | 13.55% | 7.4% | —% | —% | 9 | 5.25%s | 1.55% |
| Catalyst Large Cap Value Fund Class A | INSAX | 40.25 | — | — | — | — | 2 | 5.75 | 1.2 |
| Merk Currency Enhanced U.S. Equity Fund Investor Shares | MUSFX | 40.14 | — | — | — | — | 3 | none | 1.3 |
| John Hancock II Fundamental Large Cap Value Fund Class A | JFVAX | 39.9 | — | — | — | — | 2 | 5.00 | 1.3 |
| PIMCO Fundamental IndexPlus AR Fund Class A | PIXAX | 37.58 | 24.12 | 13.1 | — | — | 6 | 3.75 | 1.19 |
| John Hancock Optimized All Cap Trust Series I | JEQAX | 37.52 | 18.55 | 4.56 | 7.92 | — | 7 | none | 0.76 |
| Maxim Putnam Equity Income Portfolio | MXQIX | 36.79 | — | — | — | — | 2 | none | 1.1 |
| John Hancock II Fundamental All Cap Core Fund Class A | JFCAX | 36.44 | — | — | — | — | 2 | 5.00 | 1.3 |
| Saratoga Large Capitalization Value Institutional | SLCVX | 35.95 | 14.29 | 2.67 | 3.53 | — | 9 | 2.00r | 1.45 |
| Dreyfus Opportunistic U.S. Stock Fund Class A | DOSAX | 35.68 | — | — | — | — | 2 | 5.75 | 1.2 |
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, 2013
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 |
| PIMCO Fundamental IndexPlus AR Fund Class A | PIXAX | 37.58% | 24.12% | 13.1% | —% | —% | 6 | 3.75% | 1.19% |
| Vice Fund Class A+ | VICAX | 30.62 | 21.89 | 5.28 | 11.34 | — | 5 | 5.75s | 1.73 |
| Pimco StocksPlus Absolute Return Fund Class A | PTOAX | 31 | 21.65 | 8.81 | 9.42 | — | 6 | 3.75 | 1.04 |
| Akre Focus Fund Retail Class | AKREX | 29.3 | 21.28 | — | — | — | 3 | 1.00r | 1.4 |
| SunAmerica Focused Alpha Large-Cap Fund Class A | SFLAX | 27.86 | 20.16 | 6.22 | — | — | 8 | 5.75s | 1.72 |
| SunAmerica Focused Alpha Growth Fund Class A | FOCAX | 21.92 | 19.87 | 8.44 | — | — | 8 | 5.75s | 1.68 |
| Pimco StocksPlus Fund Class A | PSPAX | 30.63 | 18.76 | 5.89 | 7.36 | 8.84 | 6 | 3.75 | 0.9 |
| John Hancock Optimized All Cap Trust Series I | JEQAX | 37.52 | 18.55 | 4.56 | 7.92 | — | 7 | none | 0.76 |
| VALIC Company I Large Cap Core Fund | VLCCX | 31.57 | 18.54 | 9.43 | — | — | 6 | none | 0.85 |
| Fidelity Advisor Mega Cap Stock A | FGTAX | 31.17 | 18.16 | 5.97 | 6.91 | — | 6 | 5.75 | 1.02 |
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, 2013
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 |
| PIMCO Fundamental IndexPlus AR Fund Class A | PIXAX | 37.58% | 24.12% | 13.1% | —% | —% | 6 | 3.75% | 1.19% |
| VALIC Company I Large Cap Core Fund | VLCCX | 31.57 | 18.54 | 9.43 | — | — | 6 | none | 0.85 |
| Pimco StocksPlus Absolute Return Fund Class A | PTOAX | 31 | 21.65 | 8.81 | 9.42 | — | 6 | 3.75 | 1.04 |
| SunAmerica Focused Alpha Growth Fund Class A | FOCAX | 21.92 | 19.87 | 8.44 | — | — | 8 | 5.75s | 1.68 |
| VALIC Company I Nasdaq-100 Index Fund | VCNIX | 19.16 | 17.86 | 8.43 | 9.72 | — | 6 | none | 0.53 |
| Sierra Core Retirement A | SIRAX | 4.26 | 4.54 | 8.3 | — | — | 4 | 5.75 | 1.71 |
| USAA NASDAQ-100 Index Fund | USNQX | 19.02 | 17.58 | 8.13 | 9.4 | — | 6 | none | 0.71 |
| Principal LargeCap Growth Fund I Class A | PLGAX | 22.74 | 16.46 | 7.53 | 7.89 | — | 7 | 5.50 | — |
| Snow Capital Opportunity Fund Class A | SNOAX | 46.56 | 13.55 | 7.4 | — | — | 9 | 5.25s | 1.55 |
| Fidelity Advisor Large Cap A | FALAX | 35.62 | 17.97 | 6.89 | 8.22 | — | 7 | 5.75 | 1.24 |
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, 2013
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 |
| Vice Fund Class A+ | VICAX | 30.62% | 21.89% | 5.28% | 11.34% | —% | 5 | 5.75%s | 1.73% |
| Janus Twenty D** | JNTFX | 20.53 | 12.13 | 0.49 | 9.98 | 9.74 | 8 | none | 0.7 |
| VALIC Company I Nasdaq-100 Index Fund | VCNIX | 19.16 | 17.86 | 8.43 | 9.72 | — | 6 | none | 0.53 |
| Pimco StocksPlus Absolute Return Fund Class A | PTOAX | 31 | 21.65 | 8.81 | 9.42 | — | 6 | 3.75 | 1.04 |
| USAA NASDAQ-100 Index Fund | USNQX | 19.02 | 17.58 | 8.13 | 9.4 | — | 6 | none | 0.71 |
| Janus Forty Fund Class T | JACTX | 22.33 | 12.67 | 0.45 | 9.32 | — | 7 | none | 0.75 |
| Columbia Select Large Cap Growth A+ | ELGAX | 24.34 | 16.39 | 4.91 | 9.18 | — | 9 | 5.75 | 1.11 |
| INTECH Risk-Managed Core D** | JIRMX | 26.92 | 18.06 | 5.86 | 8.76 | — | 4 | 2.00r | 0.84 |
| Columbia Value & Restructuring A+ | EVRAX | 30.09 | 14.14 | 0.72 | 8.6 | 11.8 | 10 | 5.75 | 1.19 |
| Fidelity Advisor Large Cap A | FALAX | 35.62 | 17.97 | 6.89 | 8.22 | — | 7 | 5.75 | 1.24 |
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, 2013
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 |
| Columbia Value & Restructuring A+ | EVRAX | 30.09% | 14.14% | 0.72% | 8.6% | 11.8% | 10 | 5.75% | 1.19% |
| Janus Twenty D** | JNTFX | 20.53 | 12.13 | 0.49 | 9.98 | 9.74 | 8 | none | 0.7 |
| Selected American Shares Fund Class S | SLASX | 26.19 | 13.13 | 2.69 | 7.12 | 9.57 | 5 | none | 0.95 |
| Franklin Mutual Beacon A | TEBIX | 30.28 | 13.17 | 2.97 | 7.28 | 9.46 | 4 | 5.75 | 1.13 |
| Franklin Mutual Shares A | TESIX | 28.45 | 13.01 | 3.54 | 7.15 | 9.42 | 4 | 5.75 | 1.12 |
| Third Avenue Value Fund Investor Class+ | TVFVX | 33.87 | 10.84 | 1.09 | 8.06 | 9.34 | 9 | 1.00r | 1.4 |
| Pimco StocksPlus Fund Class A | PSPAX | 30.63 | 18.76 | 5.89 | 7.36 | 8.84 | 6 | 3.75 | 0.9 |
| VALIC Company I Stock Index Fund | VSTIX | 26.86 | 16.49 | 5.1 | 7.23 | 8.37 | 4 | none | 0.37 |
| Wells Fargo Advantage Index Fund Class Investor+ | WFIRX | 26.77 | 16.41 | 5.1 | 7.24 | 8.32 | 4 | none | 0.45 |
| Fidelity Advisor Capital Municipal Income Fund Class A | FDTTX | 24.95 | 14.58 | 2.48 | 5.91 | 8.1 | 6 | 5.75 | 0.94 |
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..
