Tool | January 2013
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 March 31, 2013
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 |
| 13D Activist Fund Class A | DDDAX | 24.33% | —% | —% | —% | —% | 2 | 5.75%s | 1.75% |
| Catalyst Large Cap Value Fund Class A | LVXAX | 21.07 | — | — | — | — | 4 | 5.75 | 1.2 |
| Janus Contrarian A+ | JCNAX | 19.91 | 6.03 | -0.28 | 11.78 | — | 6 | 5.75 | 0.91 |
| Lord Abbett Calibrated Large Cap Value Fund Class A | LCAAX | 18.9 | — | — | — | — | 2 | 5.75 | 0.73 |
| Transparent Value Dow Jones RBP U.S. Dividend Index Fund Class A | TVEAX | 18.66 | — | — | — | — | 2 | 5.75 | 1.5 |
| Third Avenue Value Fund Investor Class+ | TVFVX | 18.52 | 5.91 | 1.48 | 9.17 | 9.23 | 9 | 1.00r | 1.4 |
| Maxim Putnam Equity Income Portfolio | MXQIX | 18.44 | — | — | — | — | 3 | none | 1.1 |
| John Hancock II Fundamental Large Cap Value Fund Class A | JFVAX | 18.16 | — | — | — | — | 3 | 5.00 | 1.3 |
| Highland Dividend Equity Fund Class A | HDFAX | 18.15 | — | — | — | — | 2 | 5.75s | 2.25 |
| MainStay 130/30 Core A | MYCTX | 17.64 | 13.38 | 4.86 | — | — | 5 | 5.50 | 1.3 |
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 March 31, 2013
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 |
| Akre Focus Fund Retail Class | AKREX | 15.86% | 17.85% | —% | —% | —% | 3 | 1.00%r | 1.4% |
| Vice Fund Class A+ | VICAX | 17.4 | 17.71 | 4.72 | 12.55 | — | 5 | 5.75s | 1.73 |
| INTECH Risk-Managed Core D** | JIRMX | 14.42 | 14.09 | 6.42 | 9.5 | — | 4 | 2.00r | 0.84 |
| Nuveen Symphony Large Cap Growth A | NCGAX | 4.87 | 13.92 | 8.37 | — | — | 5 | 5.75 | 1.22 |
| John Hancock Optimized All Cap Trust Series I | JEQAX | 17.05 | 13.69 | 4.93 | — | — | 7 | none | 0.76 |
| VALIC Company I Nasdaq-100 Index Fund | VCNIX | 3.25 | 13.56 | 10.04 | 10.86 | — | 6 | none | 0.53 |
| Columbia Select Large Cap Growth A+ | ELGAX | 6.65 | 13.42 | 6.48 | 10.2 | — | 9 | 5.75 | 1.11 |
| MainStay 130/30 Core A | MYCTX | 17.64 | 13.38 | 4.86 | — | — | 5 | 5.50 | 1.3 |
| VALIC Company I Large Cap Core Fund | VLCCX | 15.44 | 13.13 | 9.69 | — | — | 6 | none | 0.85 |
| RNC Genter Dividend Income Fund | GDIIX | 12.61 | 12.36 | — | — | — | 3 | 2.00r | 1.25 |
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 March 31, 2013
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 |
| VALIC Company I Nasdaq-100 Index Fund | VCNIX | 3.25% | 13.56% | 10.04% | 10.86% | —% | 6 | none% | 0.53% |
| VALIC Company I Large Cap Core Fund | VLCCX | 15.44 | 13.13 | 9.69 | — | — | 6 | none | 0.85 |
| Sierra Core Retirement A | SIRAX | 5.69 | 4.7 | 8.75 | — | — | 4 | 5.75 | 1.71 |
| Nuveen Symphony Large Cap Growth A | NCGAX | 4.87 | 13.92 | 8.37 | — | — | 5 | 5.75 | 1.22 |
| Franklin Focused Core Equity A | FCEQX | 8.67 | 7.74 | 7.22 | — | — | 8 | 5.75 | 1.21 |
| JPMorgan U.S. Large Cap Core Plus A | JLCAX | 14.18 | 10.6 | 6.83 | — | — | 6 | 5.25 | 1.4 |
| Neuberger Berman Large Cap Value Fund Class A+ | NVAAX | 16.87 | 12.07 | 6.49 | — | — | 4 | 5.75 | 1.08 |
| Columbia Select Large Cap Growth A+ | ELGAX | 6.65 | 13.42 | 6.48 | 10.2 | — | 9 | 5.75 | 1.11 |
| INTECH Risk-Managed Core D** | JIRMX | 14.42 | 14.09 | 6.42 | 9.5 | — | 4 | 2.00r | 0.84 |
| VALIC Company II Socially Responsible Fund | VCSRX | 13.09 | 12.2 | 5.87 | 8.23 | — | 4 | none | 0.56 |
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 March 31, 2013
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 |
| Vice Fund Class A+ | VICAX | 17.4% | 17.71% | 4.72% | 12.55% | —% | 5 | 5.75%s | 1.73% |
| Janus Contrarian A+ | JCNAX | 19.91 | 6.03 | -0.28 | 11.78 | — | 6 | 5.75 | 0.91 |
| VALIC Company I Nasdaq-100 Index Fund | VCNIX | 3.25 | 13.56 | 10.04 | 10.86 | — | 6 | none | 0.53 |
| Janus Twenty D** | JNTFX | 7.14 | 6.85 | 2.3 | 10.63 | 9.52 | 8 | none | 0.7 |
| Columbia Select Large Cap Growth A+ | ELGAX | 6.65 | 13.42 | 6.48 | 10.2 | — | 9 | 5.75 | 1.11 |
| Columbia Value & Restructuring A+ | EVRAX | 13.75 | 8.91 | 2.52 | 10.12 | 11.7 | 10 | 5.75 | 1.19 |
| INTECH Risk-Managed Core D** | JIRMX | 14.42 | 14.09 | 6.42 | 9.5 | — | 4 | 2.00r | 0.84 |
| Third Avenue Value Fund Investor Class+ | TVFVX | 18.52 | 5.91 | 1.48 | 9.17 | 9.23 | 9 | 1.00r | 1.4 |
| Alger Green A | SPEGX | 10.56 | 8.27 | 2.98 | 8.96 | — | 4 | 5.25s | 1.32 |
| Neuberger Berman Partners Fund Class A+ | NPNAX | 16.24 | 6.53 | 1.81 | 8.87 | 7.84 | 9 | 5.75 | 1.07 |
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 March 31, 2013
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 |
| Columbia Value & Restructuring A+ | EVRAX | 13.75% | 8.91% | 2.52% | 10.12% | 11.7% | 10 | 5.75% | 1.19% |
| Janus Twenty D** | JNTFX | 7.14 | 6.85 | 2.3 | 10.63 | 9.52 | 8 | none | 0.7 |
| Selected American Shares Fund Class S | SLASX | 12.01 | 8.73 | 3.24 | 8.17 | 9.26 | 4 | none | 0.95 |
| Third Avenue Value Fund Investor Class+ | TVFVX | 18.52 | 5.91 | 1.48 | 9.17 | 9.23 | 9 | 1.00r | 1.4 |
| VALIC Company I Stock Index Fund | VSTIX | 13.56 | 12.29 | 5.48 | 8.18 | 8.17 | 4 | none | 0.37 |
| Wells Fargo Advantage Index Fund Class Investor+ | WFIRX | 13.51 | 12.25 | 5.5 | 8.18 | 8.07 | 4 | none | 0.45 |
| Neuberger Berman Partners Fund Class A+ | NPNAX | 16.24 | 6.53 | 1.81 | 8.87 | 7.84 | 9 | 5.75 | 1.07 |
| Russell U.S. Core Equity A+ | RSQAX | 12.13 | 10.43 | 3.71 | 7.78 | 7.54 | 6 | 5.75 | 1.07 |
| 13D Activist Fund Class A | DDDAX | 24.33 | — | — | — | — | 2 | 5.75s | 1.75 |
| Catalyst Large Cap Value Fund Class A | LVXAX | 21.07 | — | — | — | — | 4 | 5.75 | 1.2 |
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..
