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, 2017

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
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Kinetics Internet No Load WWWFX35.12%8.51%14.37%9.73%15.26%82.00%r1.87%
Tarkio FundTARKX33.8414.5618.0410none1
Baron Opportunity RetailBIOPX26.64811.498.0710none1.41
AllianzGI NFJ Mid-Cap Value APQNAX25.469.0814.427.5910.2265.501.21
Baron Partners RetailBPTRX25.229.0117.687.7810none1.35
Fidelity Event Driven OpportunitiesFARNX24.5210.3310none1.1
Tocqueville OpportunityTOPPX24.339.1513.627.578.6810none1.38
Legg Mason ClearBridge Select ALCLAX23.9110.7105.751.49
Conestoga SMid Cap InvCCSMX23.889.839none1.1
Fidelity Advisor Event Driven Opportunities AFCHSX23.479.32105.751.54
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 August 31, 2017

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
Tarkio FundTARKX33.84%14.56%18.04%—%—%10none%1%
Janus Enterprise TJAENX17.8412.4816.089.669.15none0.93
Primecap Odyssey Aggressive GrowthPOAGX21.7211.7619.9612.799none0.63
Eaton Vance Atlanta Capital SMID-Cap A**EAASX12.6811.7214.9711.5865.751.21
T. Rowe Price Mid-Cap Growth**RPMGX17.5211.6216.3110.2911.116none0.77
William Blair Small-Mid Cap Growth NWSMNX20.9411.3215.739.567none1.35
Morgan Stanley Instl Insight Portfolio AMFPHX17.7611.316.9965.251.38
Virtus Mid-Cap Core AVMACX14.3311.313.9565.751.26
Thrivent Mid Cap Stock STMSIX2011.2217.228.788.928none0.72
Akre Focus RetailAKREX19.5211.1616.1851.00r1.34
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

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
Legg Mason Opportunity ALGOAX21.46%5.42%20.6%3.26%—%105.75%1.31%
Primecap Odyssey Aggressive GrowthPOAGX21.7211.7619.9612.799none0.63
Tarkio FundTARKX33.8414.5618.0410none1
Baron Partners RetailBPTRX25.229.0117.687.7810none1.35
Eventide Gilead NETGLX21.827.7217.4710none1.39
Thrivent Mid Cap Stock STMSIX2011.2217.228.788.928none0.72
Morgan Stanley Instl Insight Portfolio AMFPHX17.7611.316.9965.251.38
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX22.6310.9916.788.258.5485.251.39
Hodges Fund RetailHDPMX12.044.4816.575.577.9101.00r1.3
T. Rowe Price Mid-Cap Growth**RPMGX17.5211.6216.3110.2911.116none0.77
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.

Data through August 31, 2017

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 GrowthPOAGX21.72%11.76%19.96%12.79%—%9none%0.63%
Eaton Vance Atlanta Capital SMID-Cap A**EAASX12.6811.7214.9711.5865.751.21
Scout Mid CapUMBMX218.8414.3910.585none1.04
Principal MidCap APEMGX18.1810.3815.5310.4975.500.99
Buffalo Discovery FundBUFTX17.8510.3915.0110.375none1.01
T. Rowe Price Mid-Cap Growth**RPMGX17.5211.6216.3110.2911.116none0.77
John Hancock Disciplined Value Mid Cap AJVMAX11.748.7815.6210.259.6775.001.12
Hotchkis & Wiley Value Opportunities AHWAAX17.486.2214.159.8995.251.24
Pin Oak EquityPOGSX15.669.2814.789.865.998none1.08
Victory Sycamore Established Value AVETAX11.8410.1115.269.89.6265.750.95
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

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
Kinetics Internet No Load WWWFX35.12%8.51%14.37%9.73%15.26%82.00%r1.87%
Artisan Mid Cap Inv**ARTMX11.646.1811.918.7712.468none1.18
Hennessy Focus InvHFCSX11.28.4414.418.9412.076none1.47
Pioneer Select Mid Cap Growth APGOFX16.347.0113.38.8711.9275.751.06
Royce Heritage InvestmentRHFHX12.694.9910.146.611.2881.00r1.02
Meridian Contrarian LegacyMVALX17.138.3913.287.3411.1582.00r1.13
T. Rowe Price Mid-Cap Growth**RPMGX17.5211.6216.3110.2911.116none0.77
Fidelity Low-Priced StockFLPSX14.996.3212.638.110.884none0.88
Hotchkis & Wiley Mid-Cap Value AHWMAX11.711.1611.867.410.76105.251.28
Needham GrowthNEEGX12.245.510.956.7710.597none1.84
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.