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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 January 31, 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
Catalyst Dynamic Alpha ACPEAX23.4%22.96%—%—%—%75.75%1.35%
PNC Large Cap Growth APEWAX22.6317.9116.426.47.3865.501.08
Bridgeway Large Cap GrowthBRLGX21.8921.0317.148.396none0.84
Glenmede Large Cap Growth PortfolioGTLLX21.720.6819.659.946none0.88
Buffalo Dividend Focus FundBUFDX20.1332.00r0.93
American Century Disciplined Growth Plus Fund Class AACDQX19.9518.9855.751.71
Catalyst/Lyons Hedged Premium Return ACLPAX19.5155.751.5
Columbia Large Growth Quantitative ARDLAX19.218.4216.7655.751.26
DoubleLine Shiller Enhanced CAPE NDSENX19.194none0.9
TCW Concentrated Value Institutional+TGFFX1919.4914.345.826none1.11
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 January 31, 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
Smead Value Fund InvSMVLX11.65%23.29%18.22%—%—%6none%1.35%
Vanguard Capital Opportunity InvVHCOX16.8423.2516.9310.776none0.47
Catalyst Dynamic Alpha ACPEAX23.422.9675.751.35
Janus Contrarian TJSVAX13.0722.0513.588.786none0.89
Legg Mason ClearBridge Aggressive Growth ASHRAX11.5221.5519.598.8312.2565.751.15
Vanguard Primecap InvVPMCX17.7921.3416.9810.4312.814none0.44
Hartford Growth Opportunities AHGOAX16.2421.1616.849.5275.501.15
Bridgeway Large Cap GrowthBRLGX21.8921.0317.148.396none0.84
Federated Kaufmann Large Cap AKLCAX14.520.9117.9975.501.15
Fidelity OTC PortfolioFOCPX14.720.819.3612.1411.3210none0.76
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 January 31, 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 FundMXXVX8.97%20.53%22.83%8.21%—%72.00%r1.06%
Saratoga Large Capitalization Growth Portfolio A+SLGYX11.8118.5920.119.467.1165.75s1.59
Pimco Fundamental IndexPLUS AR DPIXDX10.9919.7619.966none1.19
VALIC Company I Nasdaq-100 Index FundVCNIX18.5619.8319.710.927none0.53
Glenmede Large Cap Growth PortfolioGTLLX21.720.6819.659.946none0.88
Legg Mason ClearBridge Aggressive Growth ASHRAX11.5221.5519.598.8312.2565.751.15
USAA Nasdaq-100 IndexUSNQX18.5319.719.4610.657none0.64
Fidelity OTC PortfolioFOCPX14.720.819.3612.1411.3210none0.76
Fidelity Advisor Growth Opportunities AFAGAX10.4818.0619.117.937.2595.751.08
Fidelity Growth Company**FDGRX13.9619.6118.9611.3811.778none0.82
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 January 31, 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 ASPECX13.57%18.46%16.81%13.15%12.1%55.25%s1.25%
Fidelity OTC PortfolioFOCPX14.720.819.3612.1411.3210none0.76
Alger Capital Appreciation AACAAX13.9618.415.9511.9412.3265.25s1.24
Wells Fargo Advantage Growth Inv**SGROX4.9414.1718.0411.4611.29none1.24
Fidelity Growth Company**FDGRX13.9619.6118.9611.3811.778none0.82
American Century All Cap Growth InvTWGTX11.851515.511.357.097none1
Morgan Stanley Multi Cap Growth ACPOAX2.917.2317.0211.13105.251.26
Reynolds Blue Chip GrowthRBCGX5.4613.4714.1811.069.27none1.59
VALIC Company I Nasdaq-100 Index FundVCNIX18.5619.8319.710.927none0.53
JPMorgan Growth Advantage AVHIAX11.519.2518.2210.8485.251.24
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..
Data through January 31, 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 ACVGRX8.78%13.09%12.84%6.15%14.41%84.75%1.26%
Fidelity New MillenniumFMILX3.6615.9215.659.6913.946none0.81
Vanguard Primecap InvVPMCX17.7921.3416.9810.4312.814none0.44
Mairs & Power Growth InvMPGFX8.6617.415.658.2212.756none0.67
Principal Capital Appreciation ACMNWX14.0616.3114.578.2812.6745.500.82
Alger Capital Appreciation AACAAX13.9618.415.9511.9412.3265.25s1.24
Legg Mason ClearBridge Aggressive Growth ASHRAX11.5221.5519.598.8312.2565.751.15
Alger Spectra ASPECX13.5718.4616.8113.1512.155.25s1.25
Sequoia Fund**SEQUX7.6117.4317.579.19123none1
Weitz Partners ValueWPVLX5.9815.3115.856.7411.93none1.18
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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