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 July 31, 2022

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
Voya Corporate Leaders Trust B	LEXCX	12.94%	11.49%	11.66%	10.96%	10.09%	8	none%	0.51%
Federated Strategic Value Dividend A	SVAAX	12.71	8.72	6.41	8.56	—	3	5.50	1.05
Integrity Dividend Harvest A	IDIVX	11.41	10.21	9.06	10.4	—	3	5.00	0.95
Centre American Select Equity Inv	DHAMX	11.35	20.51	15.54	13.36	—	4	2.00r	1.46
Muhlenkamp Fund	MUHLX	10.25	15.59	9.48	8.36	6.44	6	none	1.1
Hennessy Cornerstone Value Inv	HFCVX	9.97	10.31	8.22	9.7	7.81	6	none	1.23
BNY Mellon Income Stock Investor	MIISX	8.68	11.03	9.78	12.21	8.78	8	none	1.08
EIC Value Fund Class A	EICVX	7.33	13.14	10.43	9.87	—	4	5.50s	1.2
Dreyfus Strategic Value A	DAGVX	6.69	13.51	10.92	13.08	10.4	8	5.75	0.93
Poplar Forest Partners A	PFPFX	6.68	13.07	7.84	11.75	—	9	none	1.21

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 July 31, 2022

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
Shelton Green Alpha Fund	NEXTX	-19.94%	26.11%	17.74%	—%	—%	10	none%	1.16%
Centre American Select Equity Inv	DHAMX	11.35	20.51	15.54	13.36	—	4	2.00r	1.46
Fidelity Growth Company**	FDGRX	-21.04	19.56	17.54	17.95	14.04	10	none	0.79
Shelton Capital Nasdaq-100 Index Direct	NASDX	-13.16	18.82	17.39	17.92	14.3	8	none	0.5
USAA Nasdaq-100 Index	USNQX	-13.18	18.65	17.68	17.93	14.07	8	none	0.42
HCM Dividend Sector Plus A	HCMNX	-7.87	17.79	11.79	—	—	7	5.75	1.64
JPMorgan Growth Advantage A	VHIAX	-14.64	17.44	17.17	17.28	13.45	8	5.25	1.13
Fidelity Growth Discovery	FDSVX	-10.53	17.33	16.47	16.18	11.36	7	none	0.78
Rydex Nasdaq-100 H	RYHOX	-14.2	17.24	16.3	16.68	13.1	8	none	1.49
Fidelity Advisor Equity Growth A	EPGAX	-10.83	17.09	16.28	15.87	10.58	7	5.75	0.97

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 July 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
Eaton Vance-Atlanta Capital Focused Growth A+	EAALX	-8.46%	14.55%	18.39%	15.13%	9.93%	5	5.25%	1.03%
Fidelity Advisor Growth Opportunities A	FAGAX	-30.39	13.21	18.19	16.88	11.29	10	5.75	1.04
JPMorgan Large Cap Growth A	OLGAX	-15.01	16.4	17.91	16.2	11.52	8	5.25	0.93
Shelton Green Alpha Fund	NEXTX	-19.94	26.11	17.74	—	—	10	none	1.16
USAA Nasdaq-100 Index	USNQX	-13.18	18.65	17.68	17.93	14.07	8	none	0.42
Fidelity Growth Company**	FDGRX	-21.04	19.56	17.54	17.95	14.04	10	none	0.79
Brown Advisory Sustainable Growth Inv	BIAWX	-14.06	15.14	17.44	16.68	—	8	1.00r	0.8
Shelton Capital Nasdaq-100 Index Direct	NASDX	-13.16	18.82	17.39	17.92	14.3	8	none	0.5
Amana Growth	AMAGX	-7.86	16.72	17.22	14.86	13.04	5	none	0.96
Federated MDT Large Cap Growth A	QALGX	-8.93	15.98	17.21	15.17	—	8	5.50	0.99

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 July 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 Portfolio	FOCPX	-20.3%	15.37%	15.24%	18.2%	13.78%	8	none%	0.8%
Fidelity Growth Company**	FDGRX	-21.04	19.56	17.54	17.95	14.04	10	none	0.79
USAA Nasdaq-100 Index	USNQX	-13.18	18.65	17.68	17.93	14.07	8	none	0.42
Shelton Capital Nasdaq-100 Index Direct	NASDX	-13.16	18.82	17.39	17.92	14.3	8	none	0.5
JPMorgan Growth Advantage A	VHIAX	-14.64	17.44	17.17	17.28	13.45	8	5.25	1.13
Fidelity Blue Chip Growth	FBGRX	-22.84	16.17	16.45	17.05	11.47	10	none	0.78
T. Rowe Price New America Growth	PRWAX	-13.83	16.69	16.86	16.95	12.52	7	none	0.76
Fidelity Advisor Growth Opportunities A	FAGAX	-30.39	13.21	18.19	16.88	11.29	10	5.75	1.04
Brown Advisory Sustainable Growth Inv	BIAWX	-14.06	15.14	17.44	16.68	—	8	1.00r	0.8
Rydex Nasdaq-100 H	RYHOX	-14.2	17.24	16.3	16.68	13.1	8	none	1.49

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 July 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
Shelton Capital Nasdaq-100 Index Direct	NASDX	-13.16%	18.82%	17.39%	17.92%	14.3%	8	none%	0.5%
USAA Nasdaq-100 Index	USNQX	-13.18	18.65	17.68	17.93	14.07	8	none	0.42
Fidelity Growth Company**	FDGRX	-21.04	19.56	17.54	17.95	14.04	10	none	0.79
Fidelity OTC Portfolio	FOCPX	-20.3	15.37	15.24	18.2	13.78	8	none	0.8
JPMorgan Growth Advantage A	VHIAX	-14.64	17.44	17.17	17.28	13.45	8	5.25	1.13
Rydex Nasdaq-100 H	RYHOX	-14.2	17.24	16.3	16.68	13.1	8	none	1.49
Amana Growth	AMAGX	-7.86	16.72	17.22	14.86	13.04	5	none	0.96
Vanguard Capital Opportunity Inv	VHCOX	-12.05	12.03	11.74	15.61	12.81	5	none	0.43
ProFunds NASDAQ-100 Investor	OTPIX	-15.2	16.16	15.51	15.97	12.67	8	none	1.48
T. Rowe Price New America Growth	PRWAX	-13.83	16.69	16.86	16.95	12.52	7	none	0.76

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.