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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 January 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
Polen Growth InvPOLRX10.72%14.05%12.63%—%—%52.00%r1.25%
Provident Trust Strategy FundPROVX8.9810.849.076.598.354none1
Sterling Capital Special Opportunities Fund Class ABOPAX6.3112.7210.318.9645.751.22
Federated Strategic Value Dividend ASVAAX5.8711.2512.066.5645.501.05
Loomis Sayles Growth ALGRRX5.5913.3213.034.86.0375.750.92
T. Rowe Price U.S. Large-Cap CoreTRULX5.4313.1711.744none1.15
BlackRock Large Cap Core Plus Inv ABALPX5.2611.0710.5935.251.65
Legg Mason ClearBridge Large Cap Growth ASBLGX5.2514.5613.047.2455.751.14
Saratoga Large Cap Growth Portfolio ASLGYX5.2513.5313.257.116.0275.75s1.55
Oak White Oak Select GrowthWOGSX5.19.778.436.496.298none1.06
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 January 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
Shelton Capital Nasdaq-100 Index DirectNASDX3.65%17.22%14.58%10.3%—%8none%0.49%
USAA Nasdaq-100 IndexUSNQX3.8216.9414.029.798none0.59
Fidelity OTC PortfolioFOCPX-3.116.7811.979.789.3610none0.83
Rydex Nasdaq-100 InvRYOCX3.2716.2113.429.379.848none1.26
Catalyst Dynamic Alpha ACPEAX-3.1315.4895.751.35
AllianceBernstein Large Cap Growth AAPGAX4.6315.3512.238.027.644.251.21
ProFunds NASDAQ-100 InvestorOTPIX2.1515.1312.348.558none1.6
Morgan Stanley Instl Growth Portfolio AMSEGX0.2515.1111.677.958.3895.250.83
Lord Abbett Growth Leaders ALGLAX1.4115.0575.750.85
Fidelity Nasdaq Composite IndexFNCMX0.5814.8712.498.1180.75r0.29
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..
Data through January 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 DirectNASDX3.65%17.22%14.58%10.3%—%8none%0.49%
Smead Value Fund InvSMVLX-0.8611.8314.447none1.25
USAA Nasdaq-100 IndexUSNQX3.8216.9414.029.798none0.59
Edgewood Growth RetailEGFFX1.8914.5513.678none1.39
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX4.0413.9213.5275.251.39
Rydex Nasdaq-100 InvRYOCX3.2716.2113.429.379.848none1.26
SunAmerica Focused Dividend Strategy AFDSAX-1.4211.8513.428.7245.751.06
Saratoga Large Cap Growth Portfolio ASLGYX5.2513.5313.257.116.0275.75s1.55
Pioneer Fundamental Growth APIGFX5.0714.0513.158.5855.751.09
T. Rowe Price Blue Chip GrowthTRBCX1.3714.5613.18.058.538none0.72
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..
Data through January 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
Alger Spectra ASPECX0.44%12.79%11.55%10.63%9.62%75.25%1.19%
Parnassus EndeavorPARWX-1.7912.1311.1510.345none0.95
Shelton Capital Nasdaq-100 Index DirectNASDX3.6517.2214.5810.38none0.49
USAA Nasdaq-100 IndexUSNQX3.8216.9414.029.798none0.59
Fidelity OTC PortfolioFOCPX-3.116.7811.979.789.3610none0.83
AMG Yacktman FocusedYAFFX-3.127.148.859.6332.00r1.22
Rydex Nasdaq-100 InvRYOCX3.2716.2113.429.379.848none1.26
AMG Yacktman FundYACKX-2.857.559.199.319.9132.00r0.71
Alger Capital Appreciation AACAAX-0.0312.7711.259.38.8575.251.23
Pimco RAE Fundamental PLUS DPIXDX-8.667.5311.219.228none1.19
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 January 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
Calamos Growth ACVGRX-3.06%9.8%6.19%3.78%12.83%74.75%1.31%
Vanguard Capital Opportunity InvVHCOX-5.6413.7811.477.9512.157none0.45
Principal Capital Appreciation ACMNWX-0.7210.849.886.5111.3145.500.84
Fidelity New MillenniumFMILX-4.938.349.196.7811.275none0.71
Vanguard Primecap InvVPMCX-2.6414.1811.868.2110.985none0.4
Mairs & Power Growth InvMPGFX-2.169.0310.877.1210.425none0.65
Fidelity Export & MultinationalFEXPX-0.138.847.984.3610.3740.75r0.76
Matthew 25 FundMXXVX-17.94.0710.334.9810.182.00r1.06
Columbia Value & Restructuring AEVRAX1.0511.88.375.111055.751.22
Legg Mason ClearBridge Aggressive Growth ASHRAX-10.2610.6811.225.519.9285.751.12
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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