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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 March 31, 2014

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
Shelton Green Alpha FundNEXTX56.09%—%—%—%—%8none%1.24%
RidgeWorth Aggressive Growth Stock ASAGAX43.4512.0624.389.29105.751.49
Lyrical U.S. Value Equity FundLYRIX41.074none1.45
Fidelity OTC PortfolioFOCPX41.0115.1325.8710.9210.639none0.74
Morgan Stanley Multi Cap Growth Trust Class ACPOAX4013.8225.5311.8695.251.3
Morgan Stanley Focus Growth AAMOAX39.9214.3927.019.549.495.250.96
Transamerica Focus A IALAX39.1714.7824.587.9885.501.41
Snow Capital Focused Value Fund Class A SharesSFOAX37.3545.25s
Lord Abbett Growth Leaders Fund Class ALGLAX34.3735.750.85
Vanguard Capital Value Investor**VCVLX33.9613.5429.478.6210none0.41
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 March 31, 2014

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
Matthew 25 FundMXXVX24.56%22.28%34.5%9.1%—%92.00%r1.06%
Legg Mason ClearBridge Aggressive Growth ASHRAX32.2919.9726.698.512.2685.751.23
PIMCO Fundamental IndexPlus AR Fund Class APIXAX22.0319.434.3663.751.19
Vice FundVICEX22.1218.7421.99.7351.00r1.64
Oakmark Select IOAKLX33.1218.6726.87.956none1.01
SunAmerica Focused Dividend Strategy Portfolio AFDSAX20.6118.2627.549.9135.750.98
Oakmark IOAKMX28.1818.0525.468.910.225none0.95
Thornburg Core Growth ATHCGX25.2217.822.619.4584.501.45
RiverPark Large Growth Fund Class RetailRPXFX25.1417.716none1.25
Midas Special EquitiesMISEX22.1517.6921.645.522.8861.00r3.31
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, 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 FundMXXVX24.56%22.28%34.5%9.1%—%92.00%r1.06%
PIMCO Fundamental IndexPlus AR Fund Class APIXAX22.0319.434.3663.751.19
Metropolitan West AlphaTrak 500 FundMWATX22.9815.5530.827.095none0.91
Vanguard Capital Value Investor**VCVLX33.9613.5429.478.6210none0.41
Pimco StocksPlus Absolute Return Fund Class APTOAX19.5817.0428.839.0463.751.04
Marsico Flexible CapitalMFCFX23.2713.6728.525none1.41
SunAmerica Focused Dividend Strategy Portfolio AFDSAX20.6118.2627.549.9135.750.98
Morgan Stanley Focus Growth AAMOAX39.9214.3927.019.549.495.250.96
Oakmark Select IOAKLX33.1218.6726.87.956none1.01
Legg Mason ClearBridge Aggressive Growth ASHRAX32.2919.9726.698.512.2685.751.23
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, 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 ASPECX24.26%14.26%24.17%12.1%11.56%65.25%s1.3%
Morgan Stanley Multi Cap Growth Trust Class ACPOAX4013.8225.5311.8695.251.3
Wells Fargo Advantage Growth Investor**SGROX21.9113.1725.7611.5611.298none1.25
Amana IncomeAMANX18.9411.9917.0411.229.663none1.18
AllianceBernstein Equity Income AAUIAX19.0712.517.8311.179.8844.251.07
Fidelity OTC PortfolioFOCPX41.0115.1325.8710.9210.639none0.74
Fidelity Focused StockFTQGX27.211523.2410.926none0.89
American Century Giftrust Investor TWGTX21.0510.7220.1210.897.366none1
Alger Capital Appreciation AACAAX24.4514.0522.3110.8611.9365.25s1.26
ING Corp Leaders Tr BLEXCX18.6315.1922.0210.7410.914none0.5
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, 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 MillenniumFMILX28.37%16.33%25.09%9.8%14.2%4none%0.87%
Calamos Growth ACVGRX26.287.4319.656.2113.7994.751.26
Mairs & Power GrowthMPGFX22.7117.0423.158.9513.265none0.67
Vanguard PRIMECAP Investor**VPMCX28.5516.4221.6610.0412.845none0.45
Sequoia Fund**SEQUX23.6617.5421.968.4712.533none1
Legg Mason ClearBridge Aggressive Growth ASHRAX32.2919.9726.698.512.2685.751.23
Principal Capital Appreciation ACMNWX22.2313.2320.238.1912.1255.500.9
Yacktman FundYACKX14.9513.3224.5310.2712.0122.00r0.74
Alger Capital Appreciation AACAAX24.4514.0522.3110.8611.9365.25s1.26
Weitz Partners ValueWPVLX19.6414.6223.077.2111.893none1.19
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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