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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 July 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
Sequoia Fund**SEQUX29.5%22.65%19.87%10.88%12.47%6none%1%
Hartford Growth Opportunities AHGOAX2523.2119.199.875.501.15
Catalyst Dynamic Alpha ACPEAX24.6623.9585.751.35
Janus Forty TJACTX24.6520.0215.859.578none0.76
BlackRock Focus Growth Inv AMDFOX23.8219.7116.3710.5885.251.49
JPMorgan Growth Advantage AVHIAX22.9323.919.9411.3185.251.24
Columbia Large Cap Growth ALEGAX22.5120.2617.818.898.2765.751.14
TCW Select Equities ITGCEX22.2519.1517.918.239.168none0.86
Fidelity Growth Company**FDGRX21.7121.8520.0511.510.678none0.82
BlackRock Capital Appreciation Fund Inv AMDFGX21.4619.2815.158.2485.251.07
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 July 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
Biondo Focus InvBFONX14.3%29.48%13.51%—%—%102.00%r2.34%
RidgeWorth Aggressive Growth Stock ASAGAX12.3126.0317.3110.06105.751.45
Fidelity OTC PortfolioFOCPX21.325.4420.3312.1810.29none0.76
Vanguard Capital Opportunity InvVHCOX15.4524.8818.0910.357none0.47
Franklin Templeton Focused Core Equity AFCEQX16.8424.5416.1765.751.28
Federated Kaufmann Large Cap AKLCAX17.3724.4818.6865.501.15
Morgan Stanley Instl Growth Portfolio AMSEGX19.8924.2519.6410.639.9595.250.83
Transamerica Focus A IALAX18.7923.9719.859.3595.501.26
Catalyst Dynamic Alpha ACPEAX24.6623.9585.751.35
JPMorgan Growth Advantage AVHIAX22.9323.919.9411.3185.251.24
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 July 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
Smead Value Fund InvSMVLX16.76%22.37%21.01%—%—%7none%1.25%
Matthew 25 FundMXXVX2.1616.0820.467.5272.00r1.06
Fidelity OTC PortfolioFOCPX21.325.4420.3312.1810.29none0.76
USAA Nasdaq-100 IndexUSNQX18.5921.0520.3311.248none0.59
Fidelity Growth Company**FDGRX21.7121.8520.0511.510.678none0.82
Edgewood Growth RetailEGFFX18.9923.3720.017none1.35
JPMorgan Growth Advantage AVHIAX22.9323.919.9411.3185.251.24
T. Rowe Price Blue Chip GrowthTRBCX18.5421.9919.899.759.87none0.72
Sequoia Fund**SEQUX29.522.6519.8710.8812.476none1
Transamerica Focus A IALAX18.7923.9719.859.3595.501.26
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 July 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 ASPECX17.29%20.44%18.63%13.5%10.24%55.25%1.25%
Fidelity OTC PortfolioFOCPX21.325.4420.3312.1810.29none0.76
Parnassus EndeavorPARWX16.1522.118.2512.084none0.95
Alger Capital Appreciation AACAAX17.3220.4718.1812.029.8455.251.24
Wells Fargo Advantage Growth Inv**SGROX14.9616.2418.1711.6610.168none1.24
Reynolds Blue Chip GrowthRBCGX11.4416.4614.3311.598.377none1.59
Fidelity Growth Company**FDGRX21.7121.8520.0511.510.678none0.82
JPMorgan Growth Advantage AVHIAX22.9323.919.9411.3185.251.24
Morgan Stanley Multi Cap Growth ACPOAX18.2122.6318.3911.25105.251.26
USAA Nasdaq-100 IndexUSNQX18.5921.0520.3311.248none0.59
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 July 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 ACVGRX17.01%17.25%13.71%6.63%13.69%84.75%1.26%
Fidelity New MillenniumFMILX6.2617.1915.949.8912.575none0.81
Sequoia Fund**SEQUX29.522.6519.8710.8812.476none1
Principal Capital Appreciation ACMNWX11.7417.9615.398.1811.9945.500.82
Mairs & Power Growth InvMPGFX7.5416.7915.268.0611.567none0.65
Vanguard Primecap InvVPMCX11.3721.7617.581011.494none0.44
Legg Mason ClearBridge Aggressive Growth ASHRAX5.5521.419.498.4411.1675.751.15
Weitz Partners ValueWPVLX5.5315.0814.276.9211.044none1.18
MainStay MAP InvMSMIX7.7715.8413.486.9210.9345.501.26
Columbia Value & Restructuring AEVRAX11.819.3214.56.7810.8955.751.21
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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