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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 December 31, 2014

Large-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Catalyst Dynamic Alpha ACPEAX21.93%23.4%—%—%—%65.75%1.35%
Nuveen Concentrated Core ANCADX20.9235.751.22
Buffalo Dividend Focus FundBUFDX20.8132.00r0.93
Catalyst/Lyons Hedged Premium Return ACLPAX20.0355.751.5
Glenmede Large Cap Growth PortfolioGTLLX20.0124.6419.219.747none0.87
TCW Concentrated Value Institutional+TGFFX19.4623.7814.496.126none1.11
PNC Large Cap Growth APEWAX19.4520.3615.446.217.5565.501.08
Vanguard Primecap Core InvVPCCX19.2922.9916.2110.383none0.5
Vanguard Capital Opportunity InvVHCOX18.8826.1615.9110.256none0.47
USAA Nasdaq-100 IndexUSNQX18.7523.7918.3910.167none0.64
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 December 31, 2014

Large-Company Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Biondo Focus InvBFONX16.24%27.75%—%—%—%102.00%r2.82%
Janus Contrarian TJSVAX17.3226.2513.488.896none0.89
Smead Value Fund InvSMVLX14.4326.2418.86none1.35
Vanguard Capital Opportunity InvVHCOX18.8826.1615.9110.256none0.47
Legg Mason ClearBridge Aggressive Growth ASHRAX14.5525.2219.88.7812.5165.751.15
Parnassus FundPARNX14.6724.7216.559.998.838none0.86
Glenmede Large Cap Growth PortfolioGTLLX20.0124.6419.219.747none0.87
Hartford Growth Opportunities AHGOAX13.4624.515.389.0985.501.19
Matthew 25 FundMXXVX5.5924.4522.958.1172.00r1.06
Federated Kaufmann Large Cap AKLCAX11.8424.4417.2485.501.15
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 December 31, 2014

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
Matthew 25 FundMXXVX5.59%24.45%22.95%8.11%—%72.00%r1.06%
Pimco Fundamental IndexPLUS AR DPIXDX11.6823.8120.885none1.19
Legg Mason ClearBridge Aggressive Growth ASHRAX14.5525.2219.88.7812.5165.751.15
Metropolitan West AlphaTrak 500 FundMWATX13.8922.8519.517.245none0.9
Glenmede Large Cap Growth PortfolioGTLLX20.0124.6419.219.747none0.87
Pimco StocksPLUS Absolute Return DPSTDX1423.0218.979.265none1.04
Smead Value Fund InvSMVLX14.4326.2418.86none1.35
VALIC Company I Nasdaq-100 Index FundVCNIX18.6924.0118.6410.427none0.53
Saratoga Large Capitalization Growth Portfolio A+SLGYX11.4821.0518.429.157.2265.75s1.59
USAA Nasdaq-100 IndexUSNQX18.7523.7918.3910.167none0.64
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 December 31, 2014

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 ASPECX12.28%21.68%15.87%13.02%12.11%65.25%s1.25%
Alger Capital Appreciation AACAAX13.1221.615.0311.712.265.25s1.24
Fidelity OTC PortfolioFOCPX16.4923.8417.8411.5911.3210none0.76
American Century All Cap Growth InvTWGTX9.717.8514.1911.386.867none1
Wells Fargo Advantage Growth Inv**SGROX3.5917.1216.9311.1211.199none1.24
Fidelity Growth Company**FDGRX14.4423.1217.7610.9111.748none0.83
John Hancock Large Cap Equity ATAGRX7.8419.6712.2310.910.7465.001.06
Morgan Stanley Multi Cap Growth ACPOAX4.9220.7615.5610.83105.251.3
AMG Yacktman FocusedYAFFX10.6715.8313.310.6222.00r1.25
JPMorgan Growth Advantage AVHIAX9.5422.3716.8810.5985.251.24
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 December 31, 2014

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 ACVGRX8.44%16.43%11.5%5.89%14.32%84.75%1.26%
Fidelity New MillenniumFMILX6.9619.2815.659.714.055none0.87
Mairs & Power Growth InvMPGFX8.1221.3716.168.3813.16none0.67
Vanguard Primecap InvVPMCX18.7224.1216.210.0912.94none0.44
Principal Capital Appreciation ACMNWX12.319.0514.18.1112.7845.500.82
Sequoia Fund**SEQUX7.5518.7417.769.2112.553none1
Legg Mason ClearBridge Aggressive Growth ASHRAX14.5525.2219.88.7812.5165.751.15
Weitz Partners ValueWPVLX7.9118.5316.766.7912.282none1.18
Alger Capital Appreciation AACAAX13.1221.615.0311.712.265.25s1.24
Alger Spectra ASPECX12.2821.6815.8713.0212.1165.25s1.25
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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