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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 September 30, 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
Nuveen Concentrated Core ANCADX31.33%—%—%—%—%55.75%1.21%
Catalyst Dynamic Alpha ACPEAX30.9475.751.35
Snow Capital Focused Value Fund Class A SharesSFOAX29.1465.25s1.4
VALIC Company I Nasdaq-100 Index FundVCNIX26.7924.6919.4111.437none0.53
USAA Nasdaq-100 IndexUSNQX26.7124.5419.1411.167none0.64
Rydex Series Trust Nasdaq-100 Strategy InvestorRYOCX25.8723.8518.5410.8311.877none1.29
Janus Contrarian TJSVAX25.1727.413.310.166none0.75
Nuveen Large Cap Core ANLACX25.0535.751.17
Oakmark Select IOAKLX25.0426.8218.188.696none1.01
ProFunds NASDAQ-100 InvestorOTPIX24.7822.6417.5110.067none1.78
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 September 30, 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
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Matthew 25 FundMXXVX18.56%30.32%24.54%9.09%—%92.00%r1.06%
Legg Mason ClearBridge Aggressive Growth ASHRAX22.729.6520.399.4912.375.751.23
Smead Value Fund InvSMVLX16.3428.918.315none1.35
Federated MDT Stock Trust AFSTRX22.4828.3316.498.519.8285.50
Parnassus FundPARNX15.6928.2315.969.458.619none0.86
Pimco Fundamental IndexPLUS AR DPIXDX18.4227.821.476none1.19
Vanguard Capital Opportunity InvVHCOX19.8527.6916.3410.926none0.48
Putnam Multi-Cap Core APMYAX23.0727.4465.751.24
Janus Contrarian TJSVAX25.1727.413.310.166none0.75
Vanguard Capital Value InvVCVLX16.527.3715.868.910none0.41
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 September 30, 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 FundMXXVX18.56%30.32%24.54%9.09%—%92.00%r1.06%
Pimco Fundamental IndexPLUS AR DPIXDX18.4227.821.476none1.19
Metropolitan West AlphaTrak 500 FundMWATX20.3624.9220.797.774none0.9
Legg Mason ClearBridge Aggressive Growth ASHRAX22.729.6520.399.4912.375.751.23
Pimco StocksPLUS Absolute Return DPSTDX20.1826.5119.599.735none1.04
VALIC Company I Nasdaq-100 Index FundVCNIX26.7924.6919.4111.437none0.53
Saratoga Large Capitalization Growth Portfolio A+SLGYX17.4621.8619.159.756.9855.75s1.66
USAA Nasdaq-100 IndexUSNQX26.7124.5419.1411.167none0.64
Rydex Series Trust Large Cap Growth HRYAWX21.0824.2718.798.927none1.52
Marsico Flexible CapitalMFCFX12.1521.7818.745none1.41
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 September 30, 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 ASPECX20.82%23.97%16.77%13.94%11.99%65.25%s1.3%
Alger Capital Appreciation AACAAX21.0923.7415.7212.6612.3765.25s1.26
Fidelity OTC PortfolioFOCPX18.924.0418.3912.5110.9810none0.76
American Century All Cap Growth InvTWGTX13.1218.914.6312.086.847none1
Wells Fargo Advantage Growth Inv**SGROX6.5919.0318.2311.9211.079none1.24
Morgan Stanley Multi Cap Growth ACPOAX16.3920.8116.8511.83105.251.3
Fidelity Growth Company**FDGRX15.7323.4817.8711.5911.368none0.83
Reynolds Blue Chip GrowthRBCGX11.0119.9213.8811.589.328none1.58
JPMorgan Growth Advantage AVHIAX15.2124.9417.511.4595.251.24
AMG Yacktman FocusedYAFFX12.6417.1813.8911.4522.00r1.25
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..
Data through September 30, 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
Fidelity New MillenniumFMILX14.71%22.05%16.06%10.59%13.9%5none%0.87%
Calamos Growth ACVGRX14.4417.1212.086.6313.7794.751.26
Mairs & Power Growth InvMPGFX11.9624.05168.7612.895none0.67
Vanguard Primecap InvVPMCX24.7226.1516.9510.5612.734none0.45
Alger Capital Appreciation AACAAX21.0923.7415.7212.6612.3765.25s1.26
Principal Capital Appreciation ACMNWX17.6221.5114.288.7312.3745.500.9
Legg Mason ClearBridge Aggressive Growth ASHRAX22.729.6520.399.4912.375.751.23
Sequoia Fund**SEQUX9.3620.6716.268.8512.13none1
Alger Spectra ASPECX20.8223.9716.7713.9411.9965.25s1.3
Rydex Series Trust Nasdaq-100 Strategy InvestorRYOCX25.8723.8518.5410.8311.877none1.29
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..

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