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 July 31, 2022

Large-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
Voya Corporate Leaders Trust BLEXCX12.94%11.49%11.66%10.96%10.09%8none%0.51%
Federated Strategic Value Dividend ASVAAX12.718.726.418.5635.501.05
Integrity Dividend Harvest AIDIVX11.4110.219.0610.435.000.95
Centre American Select Equity InvDHAMX11.3520.5115.5413.3642.00r1.46
Muhlenkamp FundMUHLX10.2515.599.488.366.446none1.1
Hennessy Cornerstone Value InvHFCVX9.9710.318.229.77.816none1.23
BNY Mellon Income Stock InvestorMIISX8.6811.039.7812.218.788none1.08
EIC Value Fund Class AEICVX7.3313.1410.439.8745.50s1.2
Dreyfus Strategic Value ADAGVX6.6913.5110.9213.0810.485.750.93
Poplar Forest Partners APFPFX6.6813.077.8411.759none1.21
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 FundNEXTX-19.94%26.11%17.74%—%—%10none%1.16%
Centre American Select Equity InvDHAMX11.3520.5115.5413.3642.00r1.46
Fidelity Growth Company**FDGRX-21.0419.5617.5417.9514.0410none0.79
Shelton Capital Nasdaq-100 Index DirectNASDX-13.1618.8217.3917.9214.38none0.5
USAA Nasdaq-100 IndexUSNQX-13.1818.6517.6817.9314.078none0.42
HCM Dividend Sector Plus AHCMNX-7.8717.7911.7975.751.64
JPMorgan Growth Advantage AVHIAX-14.6417.4417.1717.2813.4585.251.13
Fidelity Growth DiscoveryFDSVX-10.5317.3316.4716.1811.367none0.78
Rydex Nasdaq-100 HRYHOX-14.217.2416.316.6813.18none1.49
Fidelity Advisor Equity Growth AEPGAX-10.8317.0916.2815.8710.5875.750.97
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%55.25%1.03%
Fidelity Advisor Growth Opportunities AFAGAX-30.3913.2118.1916.8811.29105.751.04
JPMorgan Large Cap Growth AOLGAX-15.0116.417.9116.211.5285.250.93
Shelton Green Alpha FundNEXTX-19.9426.1117.7410none1.16
USAA Nasdaq-100 IndexUSNQX-13.1818.6517.6817.9314.078none0.42
Fidelity Growth Company**FDGRX-21.0419.5617.5417.9514.0410none0.79
Brown Advisory Sustainable Growth InvBIAWX-14.0615.1417.4416.6881.00r0.8
Shelton Capital Nasdaq-100 Index DirectNASDX-13.1618.8217.3917.9214.38none0.5
Amana GrowthAMAGX-7.8616.7217.2214.8613.045none0.96
Federated MDT Large Cap Growth AQALGX-8.9315.9817.2115.1785.500.99
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 PortfolioFOCPX-20.3%15.37%15.24%18.2%13.78%8none%0.8%
Fidelity Growth Company**FDGRX-21.0419.5617.5417.9514.0410none0.79
USAA Nasdaq-100 IndexUSNQX-13.1818.6517.6817.9314.078none0.42
Shelton Capital Nasdaq-100 Index DirectNASDX-13.1618.8217.3917.9214.38none0.5
JPMorgan Growth Advantage AVHIAX-14.6417.4417.1717.2813.4585.251.13
Fidelity Blue Chip GrowthFBGRX-22.8416.1716.4517.0511.4710none0.78
T. Rowe Price New America GrowthPRWAX-13.8316.6916.8616.9512.527none0.76
Fidelity Advisor Growth Opportunities AFAGAX-30.3913.2118.1916.8811.29105.751.04
Brown Advisory Sustainable Growth InvBIAWX-14.0615.1417.4416.6881.00r0.8
Rydex Nasdaq-100 HRYHOX-14.217.2416.316.6813.18none1.49
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 DirectNASDX-13.16%18.82%17.39%17.92%14.3%8none%0.5%
USAA Nasdaq-100 IndexUSNQX-13.1818.6517.6817.9314.078none0.42
Fidelity Growth Company**FDGRX-21.0419.5617.5417.9514.0410none0.79
Fidelity OTC PortfolioFOCPX-20.315.3715.2418.213.788none0.8
JPMorgan Growth Advantage AVHIAX-14.6417.4417.1717.2813.4585.251.13
Rydex Nasdaq-100 HRYHOX-14.217.2416.316.6813.18none1.49
Amana GrowthAMAGX-7.8616.7217.2214.8613.045none0.96
Vanguard Capital Opportunity InvVHCOX-12.0512.0311.7415.6112.815none0.43
ProFunds NASDAQ-100 InvestorOTPIX-15.216.1615.5115.9712.678none1.48
T. Rowe Price New America GrowthPRWAX-13.8316.6916.8616.9512.527none0.76
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.