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 August 31, 2016

Large-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
American Century Equity Income InvTWEIX21.34%12.13%12.9%7.31%9.91%2none%0.94%
DoubleLine Shiller Enhanced CAPE NDSENX21.218none0.88
Integrity Dividend Harvest Fund Class A SharesIDIVX20.5812.7835.000.85
City National Rochdale Dividend & Income NRIMHX20.211.311.567.683none1.11
Transamerica Large Cap Value ATWQAX19.1712.615.8165.501.05
Jensen Portfolio JJENSX18.6213.3314.38.469.154none0.87
Loomis Sayles Growth ALGRRX18.3916.0416.977.946.575.750.92
Federated Strategic Value Dividend ASVAAX18.1612.2112.416.1735.501.05
Cullen High Dividend Equity RCHDEX18.0110.2711.876.2732.00r1
MP 63 FundDRIPX17.9211.7114.157.6141.00r0.8
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, 2016

Large-Company Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Catalyst Dynamic Alpha ACPEAX10.8%18.09%—%—%—%95.75%1.35%
Shelton Capital Nasdaq-100 Index DirectNASDX12.4616.7517.6412.59none0.49
USAA Nasdaq-100 IndexUSNQX12.4916.5817.0711.979none0.57
Polen Growth InvPOLRX8.5716.4914.0652.00r1.25
Loomis Sayles Growth ALGRRX18.3916.0416.977.946.575.750.92
Rydex Nasdaq-100 InvRYOCX11.6515.8216.411.499.819none1.25
Edgewood Growth RetailEGFFX10.2615.7916.6510.039none1.39
Parnassus EndeavorPARWX15.2115.6518.5412.295none0.95
Lazard U.S. Equity Concentrated OpenLEVOX16.4415.5516.747.514none1.07
AllianceBernstein Large Cap Growth AAPGAX9.7815.3116.2610.348.0754.251.21
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.

Data through August 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
Parnassus EndeavorPARWX15.21%15.65%18.54%12.29%—%5none%0.95%
Shelton Capital Nasdaq-100 Index DirectNASDX12.4616.7517.6412.59none0.49
Parnassus FundPARNX7.312.5417.57109.478none0.84
USAA Nasdaq-100 IndexUSNQX12.4916.5817.0711.979none0.57
Legg Mason ClearBridge Large Cap Growth ASBLGX11.6814.7117.078.8355.751.14
Loomis Sayles Growth ALGRRX18.3916.0416.977.946.575.750.92
Smead Value Fund InvSMVLX2.219.6716.975none1.26
Vanguard Capital Opportunity InvVHCOX8.9113.1516.959.612.568none0.45
Fidelity OTC PortfolioFOCPX11.9514.4616.8112.459.7810none0.83
Lazard U.S. Equity Concentrated OpenLEVOX16.4415.5516.747.514none1.07
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, 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 DirectNASDX12.46%16.75%17.64%12.5%—%9none%0.49%
Fidelity OTC PortfolioFOCPX11.9514.4616.8112.459.7810none0.83
Parnassus EndeavorPARWX15.2115.6518.5412.295none0.95
USAA Nasdaq-100 IndexUSNQX12.4916.5817.0711.979none0.57
Alger Spectra ASPECX5.5712.2214.0911.59.7975.251.19
Rydex Nasdaq-100 InvRYOCX11.6515.8216.411.499.819none1.25
Wells Fargo Growth A**SGRAX6.58.0811.8910.9985.751.18
Reynolds Blue Chip GrowthRBCGX-3.44.988.5610.727.155none1.71
Fidelity Growth Company**FDGRX7.1712.8815.3210.6810.19none0.87
ProFunds NASDAQ-100 InvestorOTPIX10.8114.8115.3210.649none1.6
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, 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 InvVHCOX8.91%13.15%16.95%9.6%12.56%8none%0.45%
Calamos Growth ACVGRX-1.159.058.675.7411.8674.751.31
Hartford Capital Appreciation AITHAX4.818.7912.865.9211.6875.501.09
Fidelity New MillenniumFMILX8.929.3212.928.9911.566none0.71
Principal Capital Appreciation ACMNWX10.811.7413.597.8211.4245.500.84
Vanguard Primecap InvVPMCX13.0114.4516.29.6411.46none0.4
Legg Mason ClearBridge Aggressive Growth ASHRAX1.979.0614.517.0811.275.751.12
Mairs & Power Growth InvMPGFX16.3611.0415.618.7910.845none0.65
Matthew 25 FundMXXVX2.845.9514.357.610.5982.00r1.06
American Funds Growth Fund of America AAGTHX9.3111.7514.137.3710.4555.750.65
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.