Tool

Top-Performing Mutual Funds by Category

Midsize-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 August 31, 2016

Midsize-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
RETURN
3-YR
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5-YR
RETURN
10-YR
RETURN
20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Ivy Mid Cap Income Opps AIVOAX17.84%—%—%—%—%65.75%1.35%
Thrivent Mid-Cap Stock AAASCX17.6513.9214.97.948.3984.501.09
Parnassus Mid CapPARMX16.5412.214.769.473none0.99
Morgan Stanley Instl Fund Insight Portfolio AMFPHX16.4312.7165.251.39
Touchstone Mid Cap Value ATCVAX15.911.5114.1955.751.29
T. Rowe Price Mid-Cap Value**TRMCX15.4112.1814.38.7811.575none0.8
American Century Mid Cap Value InvACMVX15.3813.4215.529.643none1
Dean Large Cap ValueDALCX15.1611.5514.174.844none1.5
Transparent Value Dow Jones RBP U.S. Dividend Index Fund Class ATVEAX159.0212.644.751.51
FAM Equity-Income InvestorFAMEX14.7910.6613.677.138.614none1.27
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, 2016

Midsize-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
Victory Established Value AVETAX13.64%13.98%15.14%10.25%10.64%55.75%0.99%
Primecap Odyssey Aggressive GrowthPOAGX10.1113.9319.9412.4510none0.62
Thrivent Mid-Cap Stock AAASCX17.6513.9214.97.948.3984.501.09
American Century Mid Cap Value InvACMVX15.3813.4215.529.643none1
John Hancock Disciplined Value Mid Cap AJVMAX11.7413.3416.411.1465.001.12
Janus Enterprise TJAENX12.9713.3215.0710.418.34none0.91
Aquila Three Peaks Opportunity Growth AATGAX4.6313.2216.687.088.0544.251.53
T. Rowe Price Mid-Cap Growth**RPMGX7.7213.1915.1410.7611.346none0.77
Virtus Mid-Cap Core AVMACX11.6313.0414.3765.751.35
Morgan Stanley Instl Fund Insight Portfolio AMFPHX16.4312.7165.251.39
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, 2016

Midsize-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
Primecap Odyssey Aggressive GrowthPOAGX10.11%13.93%19.94%12.45%—%10none%0.62%
Legg Mason Opportunity ALGOAX-9.18.5617.643.65105.751.19
Aquila Three Peaks Opportunity Growth AATGAX4.6313.2216.687.088.0544.251.53
Akre Focus RetailAKREX8.2412.416.6761.00r1.34
John Hancock Disciplined Value Mid Cap AJVMAX11.7413.3416.411.1465.001.12
Eventide Gilead NETGLX-5.17.6716.1710none1.35
Pin Oak EquityPOGSX14.171215.8511.366.728none1.1
Wells Fargo Advantage Special Mid Cap Value A+WFPAX9.9411.5615.78.3945.751.24
Eaton Vance Atlanta Capital SMID-Cap A**EAASX12.9512.5715.6511.8655.751.22
Hennessy Focus InvHFCSX6.110.3715.6210.096none1.46
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, 2016

Midsize-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
Primecap Odyssey Aggressive GrowthPOAGX10.11%13.93%19.94%12.45%—%10none%0.62%
Eaton Vance Atlanta Capital SMID-Cap A**EAASX12.9512.5715.6511.8655.751.22
Pin Oak EquityPOGSX14.171215.8511.366.728none1.1
John Hancock Disciplined Value Mid Cap AJVMAX11.7413.3416.411.1465.001.12
Delaware Smid Cap Growth A**DFCIX11.7611.1613.2310.769.2155.751.2
T. Rowe Price Mid-Cap Growth**RPMGX7.7213.1915.1410.7611.346none0.77
Goldman Sachs Small/Mid Cap Growth AGSMAX-0.578.0913.6610.5195.501.33
Buffalo Discovery FundBUFTX6.0512.115.1510.4452.00r1.01
Janus Enterprise TJAENX12.9713.3215.0710.418.34none0.91
Principal MidCap APEMGX8.3311.9215.0710.375.500.98
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, 2016

Midsize-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
Pioneer Select Mid Cap Growth APGOFX4.35%9.29%12.73%8.71%13.02%75.75%1.06%
Private Capital Management Value AVFPAX-6.755.649.773.7412.975.00s1.25
Meridian ValueMVALX9.388.6613.37.2212.282.00r1.13
Fidelity Low-Priced StockFLPSX2.787.9912.38.1211.7931.50r0.79
Longleaf Partners Small-Cap**LLSCX13.810.2414.058.9711.646none0.91
Neuberger Berman Genesis InvNBGNX11.438.7411.118.6411.616none1.01
T. Rowe Price Mid-Cap Value**TRMCX15.4112.1814.38.7811.575none0.8
Dreyfus Opportunistic Midcap Value ADMCVX3.947.4712.879.0411.4485.751.18
Bridgeway Aggressive Investors 1BRAGX4.641012.994.3911.369none1.32
T. Rowe Price Mid-Cap Growth**RPMGX7.7213.1915.1410.7611.346none0.77
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.