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 February 28, 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
Matthew 25 FundMXXVX44.67%8.33%14.32%9.28%10.82%92.00%r1.06%
CGM FocusCGMFX43.54.439.24.5410none1.2
Snow Capital Opportunity Fund Class ASNOAX42.590.839.234.65105.25s1.5
Fairholme FundFAIRX41.660.969.326.25102.00r1.02
HCM Dividend Sector Plus AHCMNX40.975.75s2.24
Berwyn Cornerstone FundBERCX40.845.4210.135.991.00r1.19
John Hancock Classic Value APZFVX39.999.0213.573.577.7195.001.18
Ariel FocusARFFX39.266.2110.955.338none1
Neuberger Berman Large Cap Value Inv**NPRTX38.988.3512.935.196.789none0.9
Neuberger Berman Value ANVAAX38.877.7212.387.6295.751.1
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, 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 NDSENX32.13%15.64%—%—%—%6none%0.88%
Parnassus EndeavorPARWX32.681517.612.646none0.95
USAA Nasdaq-100 IndexUSNQX27.8513.7516.0212.049none0.53
Shelton Capital Nasdaq-100 Index DirectNASDX27.1113.6616.3712.498none0.49
Metropolitan West AlphaTrak 500 FundMWATX35.3413.0116.547.745none0.9
JPMorgan Large Cap Value AOLVAX35.3712.8215.376.86.9685.250.93
Catalyst Dynamic Alpha ICPEIX32.0512.7617.198none1.1
Rydex Nasdaq-100 HRYHOX26.5812.6814.9911.248.759none1.51
Buffalo Dividend Focus FundBUFDX24.2612.494none0.97
Integrity Dividend Harvest AIDIVX21.9612.2935.000.85
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, 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
Vanguard Capital Opportunity InvVHCOX30.07%10.6%17.78%9.93%12.9%8none%0.45%
Parnassus EndeavorPARWX32.681517.612.646none0.95
Catalyst Dynamic Alpha ICPEIX32.0512.7617.198none1.1
Vanguard Primecap InvVPMCX28.7711.316.6410.0711.026none0.39
Metropolitan West AlphaTrak 500 FundMWATX35.3413.0116.547.745none0.9
Shelton Capital Nasdaq-100 Index DirectNASDX27.1113.6616.3712.498none0.49
Vanguard Primecap Core Inv**VPCCX28.511.6216.199.916none0.46
Primecap Odyssey GrowthPOGRX29.69.7916.029.549none0.65
USAA Nasdaq-100 IndexUSNQX27.8513.7516.0212.049none0.53
Smead Value Fund InvSMVLX19.997.815.987none1.26
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, 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 EndeavorPARWX32.68%15%17.6%12.64%—%6none%0.95%
Shelton Capital Nasdaq-100 Index DirectNASDX27.1113.6616.3712.498none0.49
Fidelity OTC PortfolioFOCPX33.910.9315.9412.249.7210none0.9
USAA Nasdaq-100 IndexUSNQX27.8513.7516.0212.049none0.53
Rydex Nasdaq-100 HRYHOX26.5812.6814.9911.248.759none1.51
Monetta Young InvestorMYIFX24.268.6512.4811.035none1.18
Fidelity Growth Company**FDGRX29.859.9514.7410.93109none0.77
Reynolds Blue Chip GrowthRBCGX10.811.397.7510.886.225none1.86
Pimco RAE Fundamental PLUS DPIXDX33.338.6814.8310.857none1.19
ProFunds NASDAQ-100 InvestorOTPIX25.981214.2710.679none1.54
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, 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 InvVHCOX30.07%10.6%17.78%9.93%12.9%8none%0.45%
Oakmark Select IOAKLX36.928.6514.377.9511.758none0.98
Calamos Growth ACVGRX16.234.148.545.7811.7574.751.34
Fidelity New MillenniumFMILX28.586.0312.368.8111.416none0.57
Vanguard Primecap InvVPMCX28.7711.316.6410.0711.026none0.39
Principal Capital Appreciation ACMNWX22.059.4812.887.7210.9145.500.84
Matthew 25 FundMXXVX44.678.3314.329.2810.8292.00r1.06
LeggMason ClearBridge Aggressive Growth ASHRAX24.715.4914.047.9810.7585.751.14
Hartford Capital Appreciation AITHAX22.336.1612.575.9810.6175.501.11
Quaker Strategic Growth AQUAGX19.794.7510.614.8210.5565.502.24
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.