Tool

Top-Performing Mutual Funds by Category

Global 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 August 31, 2017

Global 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
Kinetics Paradigm No Load WWNPX35.23%7.44%15.15%5.45%—%82.00%r1.64%
Morgan Stanley Institutional Global Opportunity AMGGPX33.1816.6921.5585.251.17
Baron Global Advantage RetailBGAFX30.818.814.910none1.5
Prudential Jennison Global Opportunities APRJAX29.6512.5915.0295.501.2
Longleaf Partners GlobalLLGLX27.884.3410none1.32
Delaware Focus Global Growth ADGGAX27.8710.0211.7795.751.48
John Hancock Funds Technical Opportunities AJTCAX26.735.2913.3495.001.65
Morgan Stanley Instl Fund Global Advantage AMIGPX26.6210.0513.5485.251.44
Guinness Atkinson Global Innovators FundIWIRX26.29.1317.528.798none1.24
Oppenheimer Global AOPPAX25.578.213.085.88.9685.751.13
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 August 31, 2017

Global 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
Morgan Stanley Institutional Global Opportunity AMGGPX33.18%16.69%21.55%—%—%85.25%1.17%
Prudential Jennison Global Opportunities APRJAX29.6512.5915.0295.501.2
John Hancock Funds Fundamental Global Franchise AJFGAX14.5811.7113.0675.001.28
American Beacon SGA Global Growth InvSGAPX14.0610.7911.158none1.34
T. Rowe Price Global StockPRGSX22.6210.7315.885.317.2582.00r0.89
Artisan Global Opportunities Fund InvARTRX20.2310.2713.778none1.17
Morgan Stanley Instl Fund Global Advantage AMIGPX26.6210.0513.5485.251.44
WCM Focused Global Growth InvWFGGX14.3510.0571.00r
Delaware Focus Global Growth ADGGAX27.8710.0211.7795.751.48
Virtus Global Opportunities ANWWOX18.279.6711.884.876.4145.751.47
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 August 31, 2017

Global Stock Funds - 5 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
Morgan Stanley Institutional Global Opportunity AMGGPX33.18%16.69%21.55%—%—%85.25%1.17%
Guinness Atkinson Global Innovators FundIWIRX26.29.1317.528.798none1.24
T. Rowe Price Global StockPRGSX22.6210.7315.885.317.2582.00r0.89
Thornburg Global Opportunities ATHOAX24.688.0815.546.4574.501.35
Davis Global ADGFAX218.9215.424.7784.75s0.97
Kinetics Paradigm No Load WWNPX35.237.4415.155.4582.00r1.64
Prudential Jennison Global Opportunities APRJAX29.6512.5915.0295.501.2
Baron Global Advantage RetailBGAFX30.818.814.910none1.5
Oakmark Global Select InvOAKWX23.247.8614.157.919none1.15
Marsico GlobalMGLBX24.547.5913.938.088none1.6
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 August 31, 2017

Global Stock Funds - 10 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
Guinness Atkinson Global Innovators FundIWIRX26.2%9.13%17.52%8.79%—%8none%1.24%
Morgan Stanley Institutional Global Franchise AMSFBX14.698.8510.788.2675.251.22
Marsico GlobalMGLBX24.547.5913.938.088none1.6
Cambiar Aggressive Value InvCAMAX10.830.8213.198.08102.00r1.35
Oakmark Global Select InvOAKWX23.247.8614.157.919none1.15
Loomis Sayles Global Equity and Income A+LGMAX13.096.068.516.969.0435.751.17
American Funds New Perspective AANWPX20.779.1612.816.959.1255.750.77
Gabelli SRI AAASRIGX8.096.24106.852.00r1.39
USAA World GrowthUSAWX15.637.2312.096.796.635none1.13
MFS Global Equity AMWEFX15.387.1611.966.667.6955.751.21
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 August 31, 2017

Global Stock Funds - 20 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
First Eagle Global ASGENX8.61%4.93%8.2%6.53%10.22%35.00%1.1%
American Funds New Perspective AANWPX20.779.1612.816.959.1255.750.77
American Funds Capital World Growth and Income ACWGIX16.345.6210.894.99.0455.750.79
Loomis Sayles Global Equity and Income A+LGMAX13.096.068.516.969.0435.751.17
Oppenheimer Global AOPPAX25.578.213.085.88.9685.751.13
Franklin Templeton Mutual Global Discovery ATEDIX13.234.259.445.228.6945.751.23
Waddell & Reed Advisor Asset Strategy AUNASX8.28-1.934.814.768.6835.751.16
Wells Fargo Intrinsic World Equity AEWEAX19.766.0310.025.38.4475.751.37
Vanguard Global Equity InvVHGEX20.587.0712.614.328.295none0.51
Ivy Asset Strategy AWASAX8.11-2.94.064.378.2845.751.12
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.