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 January 31, 2017

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
Fairholme FundFAIRX45.83%4.68%13.12%6.68%—%102.00%r1.03%
HCM Dividend Sector Plus AHCMNX42.6665.75s2.24
Matthew 25 FundMXXVX42.238.3615.388.3410.6692.00r1.06
Berwyn Cornerstone FundBERCX40.695.1710.55.581.00r1.19
Artisan Value InvARTLX39.239.6211.365.899none0.96
Neuberger Berman Large Cap Value Inv**NPRTX37.949.0413.154.896.78none0.9
Neuberger Berman Value ANVAAX37.828.3912.597.3785.751.1
Poplar Forest Partners APFPFX37.5110.1716.3895.001.25
Invesco Value Opportunities AVVOAX36.616.9611.553.52105.501.25
Snow Capital Dividend Plus Fund Class A SharesSDPAX34.617.5585.25s1.25
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.

Data through January 31, 2017

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
DoubleLine Shiller Enhanced CAPE NDSENX28.96%16.03%—%—%—%6none%0.88%
Parnassus EndeavorPARWX32.4615.3917.8112.166none0.95
USAA Nasdaq-100 IndexUSNQX20.5114.0416.511.399none0.57
Shelton Capital Nasdaq-100 Index DirectNASDX20.3213.9916.7911.858none0.49
Catalyst Dynamic Alpha ICPEIX23.1613.8817.349none1.1
JPMorgan Large Cap Value AOLVAX33.3113.2615.656.316.875.250.93
Metropolitan West AlphaTrak 500 FundMWATX29.6313.2316.837.115none0.9
Rydex Nasdaq-100 HRYHOX19.3412.9815.4610.68.088none1.51
Integrity Dividend Harvest AIDIVX20.8412.4835.000.85
Invesco Dividend Income Inv**FSTUX15.7912.4712.5777.432none1.13
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, 2017

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 EndeavorPARWX32.46%15.39%17.81%12.16%—%6none%0.95%
Catalyst Dynamic Alpha ICPEIX23.1613.8817.349none1.1
Vanguard Capital Opportunity InvVHCOX25.8411.5317.339.412.098none0.45
Metropolitan West AlphaTrak 500 FundMWATX29.6313.2316.837.115none0.9
Shelton Capital Nasdaq-100 Index DirectNASDX20.3213.9916.7911.858none0.49
USAA Nasdaq-100 IndexUSNQX20.5114.0416.511.399none0.57
Poplar Forest Partners APFPFX37.5110.1716.3895.001.25
Legg Mason ClearBridge Large Cap Growth ASBLGX17.2911.9616.388.287.9755.751.09
Fidelity OTC PortfolioFOCPX24.8811.5516.3611.519.1910none0.9
Vanguard Primecap InvVPMCX22.0911.8716.269.4110.746none0.39
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, 2017

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
Parnassus EndeavorPARWX32.46%15.39%17.81%12.16%—%6none%0.95%
Shelton Capital Nasdaq-100 Index DirectNASDX20.3213.9916.7911.858none0.49
Fidelity OTC PortfolioFOCPX24.8811.5516.3611.519.1910none0.9
USAA Nasdaq-100 IndexUSNQX20.5114.0416.511.399none0.57
Rydex Nasdaq-100 HRYHOX19.3412.9815.4610.68.088none1.51
Monetta Young InvestorMYIFX20.119.1712.6510.525none1.18
Pimco RAE Fundamental PLUS DPIXDX289.0714.9610.467none1.19
Fidelity Growth Company**FDGRX23.6810.9415.4410.269.699none0.77
Reynolds Blue Chip GrowthRBCGX5.282.128.0910.255.895none1.86
Alger Spectra ASPECX13.559.0113.6510.189.1975.251.21
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 January 31, 2017

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 InvVHCOX25.84%11.53%17.33%9.4%12.09%8none%0.45%
Oakmark Select IOAKLX27.39.8515.267.3411.78none0.98
Calamos Growth ACVGRX10.335.179.125.2411.2974.751.34
Fidelity New MillenniumFMILX23.626.812.868.2710.786none0.57
Vanguard Primecap InvVPMCX22.0911.8716.269.4110.746none0.39
Principal Capital Appreciation ACMNWX16.979.8212.817.1810.6945.500.84
Matthew 25 FundMXXVX42.238.3615.388.3410.6692.00r1.06
LeggMason ClearBridge Aggressive Growth ASHRAX21.276.6714.347.1110.4895.751.14
Hartford Capital Appreciation AITHAX17.816.812.775.4510.475.501.11
Quaker Strategic Growth AQUAGX11.915.5710.774.2710.3365.502.24
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.