Top-Performing Mutual Funds by Category
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 October 31, 2022

Large-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Muhlenkamp FundMUHLX9.41%16.15%8.9%8.19%6.69%5none%1.1%
Hennessy Cornerstone Value InvHFCVX8.6810.167.839.698.227none1.23
Federated Strategic Value Dividend ASVAAX7.226.025.478.2135.501.05
BNY Mellon Income Stock InvestorMIISX5.0611.229.911.989.138none1.08
First Investors Value AFIUTX4.859.027.229.488.2365.751.12
First Investors Growth & Income AFGINX4.839.137.569.98.4865.751.07
Integrity Dividend Harvest AIDIVX4.698.158.210.1335.000.95
Deutsche Equity Dividend AKDHAX3.964.026.579.21755.751.01
Centre American Select Equity InvDHAMX3.8120.5114.0313.0742.00r1.46
Dreyfus Strategic Value ADAGVX3.3413.910.6812.6310.7475.750.93
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 October 31, 2022

Large-Company Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
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20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Centre American Select Equity InvDHAMX3.81%20.51%14.03%13.07%—%42.00%r1.46%
Shelton Green Alpha FundNEXTX-34.7320.3713.3510none1.16
Fidelity Growth Company**FDGRX-31.9216.2214.0416.8513.7510none0.79
Muhlenkamp FundMUHLX9.4116.158.98.196.695none1.1
JPMorgan Large Cap Growth AOLGAX-22.6615.2114.8815.5611.3185.250.94
Christopher Weil & Company Core Investment FundCWCFX-14.3215.1112.6311.96none1.1
Smead Value Fund InvSMVLX-0.9314.8812.8613.679none1.19
Parnassus EndeavorPARWX-11.4814.6111.2714.768none0.9
T. Rowe Price New America GrowthPRWAX-19.4614.4914.3315.9112.337none0.76
Invesco Value Opportunities AVVOAX-1.2214.398.599.948.52105.501.11
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 October 31, 2022

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
JPMorgan Large Cap Growth AOLGAX-22.66%15.21%14.88%15.56%11.31%85.25%0.94%
Fidelity Advisor Growth Opportunities AFAGAX-38.789.8914.8115.7310.93105.751.04
Eaton Vance-Atlanta Capital Focused Growth A+EAALX-19.2810.5114.713.829.8155.251.03
T. Rowe Price New America GrowthPRWAX-19.4614.4914.3315.9112.337none0.76
Amana GrowthAMAGX-16.7713.5114.1814.0312.85none0.9
Fidelity Growth Company**FDGRX-31.9216.2214.0416.8513.7510none0.79
Centre American Select Equity InvDHAMX3.8120.5114.0313.0742.00r1.46
Calvert Social Investment Equity Portfolio ACSIEX-16.2910.6213.7913.8210.0555.250.91
Federated MDT Large Cap Growth AQALGX-20.8913.0113.6413.9485.500.99
Shelton Green Alpha FundNEXTX-34.7320.3713.3510none1.16
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 October 31, 2022

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
Fidelity OTC PortfolioFOCPX-30.82%11.51%11.76%17.01%13.12%8none%0.81%
Fidelity Growth Company**FDGRX-31.9216.2214.0416.8513.7510none0.79
USAA Nasdaq-100 IndexUSNQX-27.812.6113.3316.4213.28none0.42
Shelton Capital Nasdaq-100 Index DirectNASDX-27.7212.8313.2116.3113.438none0.5
T. Rowe Price New America GrowthPRWAX-19.4614.4914.3315.9112.337none0.76
JPMorgan Growth Advantage AVHIAX-27.4513.5513.0715.7513.0685.251.08
Fidelity Advisor Growth Opportunities AFAGAX-38.789.8914.8115.7310.93105.751.04
JPMorgan Large Cap Growth AOLGAX-22.6615.2114.8815.5611.3185.250.94
Fidelity Blue Chip GrowthFBGRX-35.7312.1112.2915.4410.9410none0.76
Rydex Nasdaq-100 HRYHOX-28.6711.2511.9915.1712.258none1.49
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 October 31, 2022

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
Fidelity Growth Company**FDGRX-31.92%16.22%14.04%16.85%13.75%10none%0.79%
Shelton Capital Nasdaq-100 Index DirectNASDX-27.7212.8313.2116.3113.438none0.5
USAA Nasdaq-100 IndexUSNQX-27.812.6113.3316.4213.28none0.42
Fidelity OTC PortfolioFOCPX-30.8211.5111.7617.0113.128none0.81
JPMorgan Growth Advantage AVHIAX-27.4513.5513.0715.7513.0685.251.08
Amana GrowthAMAGX-16.7713.5114.1814.0312.85none0.9
Vanguard Capital Opportunity InvVHCOX-19.189.238.914.6112.65none0.43
T. Rowe Price New America GrowthPRWAX-19.4614.4914.3315.9112.337none0.76
Rydex Nasdaq-100 HRYHOX-28.6711.2511.9915.1712.258none1.49
Morgan Stanley Multi Cap Growth ACPOAX-62.11-0.626.8613.0912.08105.251.1
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.
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