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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 July 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
City National Rochdale Dividend & Income NRIMHX18.14%10.81%11.9%8.27%—%3none%1.11%
Copley FundCOPLX17.4910.0711.595.096.2432.00r1.33
Integrity Dividend Harvest Fund Class A SharesIDIVX16.3911.7735.000.85
American Century Equity Income InvTWEIX16.210.6912.087.4610.052none0.94
Federated Strategic Value Dividend ASVAAX15.0511.98136.7235.501.05
Invesco Dividend Income AIAUTX12.8611.9312.537.97.7325.501.13
Eaton Vance Parametric Dividend Income InvEAPDX12.717none0.85
Equinox EquityHedge US Strategy AEEHAX12.6435.75s1.81
Berwyn Cornerstone FundBERCX12.633.868.845.5181.00r1.25
MainStay Epoch U.S. Equity Yield InvEPLIX12.5810.8212.3135.501.35
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 July 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
Catalyst Dynamic Alpha ACPEAX3.47%17.49%—%—%—%95.75%1.35%
Shelton Capital Nasdaq-100 Index DirectNASDX3.9916.2116.2212.928none0.49
USAA Nasdaq-100 IndexUSNQX3.7916.0515.6112.378none0.57
Polen Growth InvPOLRX4.115.8213.0352.00r1.25
Rydex Nasdaq-100 InvRYOCX3.2215.3214.9711.939.998none1.25
Edgewood Growth RetailEGFFX2.5614.9915.3410.58none1.39
Loomis Sayles Growth ALGRRX9.7714.915.667.966.6675.750.92
AllianceBernstein Large Cap Growth AAPGAX3.5914.8614.5110.748.1354.251.21
Lazard U.S. Equity Concentrated OpenLEVOX9.2814.3915.047.7941.00r1.07
Morgan Stanley Instl Growth Portfolio AMSEGX-0.3314.312.4310.528.995.250.96
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 July 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 DirectNASDX3.99%16.21%16.22%12.92%—%8none%0.49%
Legg Mason ClearBridge Large Cap Growth ASBLGX6.0513.6315.729.3655.751.14
Loomis Sayles Growth ALGRRX9.7714.915.667.966.6675.750.92
USAA Nasdaq-100 IndexUSNQX3.7916.0515.6112.378none0.57
Edgewood Growth RetailEGFFX2.5614.9915.3410.58none1.39
Smead Value Fund InvSMVLX-5.637.6815.345none1.26
Parnassus EndeavorPARWX3.3412.5415.2412.325none0.95
SunAmerica Focused Dividend Strategy AFDSAX8.368.9415.2310.4745.751.06
Vanguard Capital Opportunity InvVHCOX1.712.0615.0610.0812.948none0.45
Lazard U.S. Equity Concentrated OpenLEVOX9.2814.3915.047.7941.00r1.07
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 July 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
Fidelity OTC PortfolioFOCPX3.55%14.02%14.69%12.98%10.06%10none%0.83%
Shelton Capital Nasdaq-100 Index DirectNASDX3.9916.2116.2212.928none0.49
USAA Nasdaq-100 IndexUSNQX3.7916.0515.6112.378none0.57
Parnassus EndeavorPARWX3.3412.5415.2412.325none0.95
Rydex Nasdaq-100 InvRYOCX3.2215.3214.9711.939.998none1.25
Alger Spectra ASPECX-1.4312.0212.5611.879.9775.251.19
Wells Fargo Growth A**SGRAX-1.697.7910.5911.2485.751.18
ProFunds NASDAQ-100 InvestorOTPIX2.314.2913.8911.058none1.6
Pimco RAE Fundamental PLUS DPIXDX2.997.9113.8810.837none1.19
Fidelity Growth Company**FDGRX-0.2612.4613.6810.8210.219none0.87
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 July 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
Vanguard Capital Opportunity InvVHCOX1.7%12.06%15.06%10.08%12.94%8none%0.45%
Calamos Growth ACVGRX-5.579.497.336.0112.3574.751.31
Hartford Capital Appreciation AITHAX-1.698.0810.786.1912.275.501.09
Principal Capital Appreciation ACMNWX3.7710.6712.38.0211.7745.500.84
Fidelity New MillenniumFMILX0.947.9711.389.0111.735none0.71
Legg Mason ClearBridge Aggressive Growth ASHRAX-3.098.6212.617.4411.5775.751.12
Vanguard Primecap InvVPMCX5.113.3414.529.7311.55none0.4
Mairs & Power Growth InvMPGFX10.119.8814.828.9711.135none0.65
Matthew 25 FundMXXVX-4.915.3912.567.7710.7682.00r1.06
American Funds Growth Fund of America AAGTHX2.810.9112.397.510.655.750.65
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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