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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 February 28, 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
PNC Large Cap Growth APEWAX22.9%17.96%17.23%6.98%7.6%65.50%1.08%
Buffalo Dividend Focus FundBUFDX22.6642.00r0.93
Bridgeway Large Cap GrowthBRLGX22.0621.6317.648.866none0.84
Catalyst/Lyons Hedged Premium Return ACLPAX21.4965.751.5
Columbia Large Growth Quantitative ARDLAX21.2418.5317.2655.751.26
Glenmede Large Cap Growth PortfolioGTLLX21.1221.1420.1210.356none0.88
VALIC Company I Nasdaq-100 Index FundVCNIX20.9620.1220.2811.757none0.53
USAA Nasdaq-100 IndexUSNQX20.8319.9620.0811.497none0.64
American Beacon London Co Income Equity InvABCVX20.353none1.06
American Century Disciplined Growth Plus Fund Class AACDQX20.3419.0155.751.71
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 February 28, 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
Vanguard Capital Opportunity InvVHCOX15.3%24.54%17%11.15%—%6none%0.47%
Smead Value Fund InvSMVLX12.9223.6719.446none1.25
Catalyst Dynamic Alpha ACPEAX19.6922.6675.751.35
Legg Mason ClearBridge Aggressive Growth ASHRAX11.8322.4819.869.5612.475.751.15
Vanguard Primecap InvVPMCX17.0522.3717.3510.7512.844none0.44
Janus Contrarian TJSVAX11.3521.7613.468.976none0.89
Bridgeway Large Cap GrowthBRLGX22.0621.6317.648.866none0.84
Federated Kaufmann Large Cap AKLCAX15.9121.531975.501.15
Vanguard Primecap Core InvVPCCX17.4521.3817.1110.644none0.5
Parnassus FundPARNX15.5421.3317.1610.648.978none0.84
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 February 28, 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
Matthew 25 FundMXXVX11.12%19.51%23.28%8.91%—%62.00%r1.06%
Pimco Fundamental IndexPLUS AR DPIXDX12.9420.6720.476none1.19
Saratoga Large Capitalization Growth Portfolio A+SLGYX15.5620.0320.3310.047.1765.75s1.59
VALIC Company I Nasdaq-100 Index FundVCNIX20.9620.1220.2811.757none0.53
Glenmede Large Cap Growth PortfolioGTLLX21.1221.1420.1210.356none0.88
USAA Nasdaq-100 IndexUSNQX20.8319.9620.0811.497none0.64
Fidelity OTC PortfolioFOCPX14.7720.7719.9312.811.3910none0.76
Legg Mason ClearBridge Aggressive Growth ASHRAX11.8322.4819.869.5612.475.751.15
Fidelity Growth Company**FDGRX14.3519.6119.5812.0511.918none0.82
Fidelity Advisor Growth Opportunities AFAGAX10.3317.8419.528.447.485.751.08
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 February 28, 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 ASPECX15.16%18.79%17.22%13.73%12.18%55.25%s1.25%
Fidelity OTC PortfolioFOCPX14.7720.7719.9312.811.3910none0.76
Alger Capital Appreciation AACAAX15.3318.716.612.5212.1465.25s1.24
Wells Fargo Advantage Growth Inv**SGROX5.3213.9318.3412.0611.289none1.24
Fidelity Growth Company**FDGRX14.3519.6119.5812.0511.918none0.82
Morgan Stanley Multi Cap Growth ACPOAX3.791818.1811.86105.251.26
VALIC Company I Nasdaq-100 Index FundVCNIX20.9620.1220.2811.757none0.53
American Century All Cap Growth InvTWGTX12.1314.8115.5411.627.16none1
Reynolds Blue Chip GrowthRBCGX5.0413.5414.0511.579.347none1.59
USAA Nasdaq-100 IndexUSNQX20.8319.9620.0811.497none0.64
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 February 28, 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 ACVGRX9.53%13.47%13.37%6.73%14.59%84.75%1.26%
Fidelity New MillenniumFMILX4.1916.1116.1910.114.046none0.81
Vanguard Primecap InvVPMCX17.0522.3717.3510.7512.844none0.44
Principal Capital Appreciation ACMNWX14.9717.115.168.6312.7845.500.82
Mairs & Power Growth InvMPGFX9.2518.2516.238.7512.786none0.65
Sequoia Fund**SEQUX12.0318.7518.781012.544none1
Legg Mason ClearBridge Aggressive Growth ASHRAX11.8322.4819.869.5612.475.751.15
Alger Spectra ASPECX15.1618.7917.2213.7312.1855.25s1.25
Alger Capital Appreciation AACAAX15.3318.716.612.5212.1465.25s1.24
Weitz Partners ValueWPVLX8.9216.5316.257.5112.043none1.18
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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