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 December 31, 2020

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
RidgeWorth Aggressive Growth Stock ASAGAX119.1%49.17%34.15%21.92%—%105.75%1.26%
Morgan Stanley Multi Cap Growth ACPOAX116.0147.735.5623.1410.86105.251.16
Morgan Stanley Instl Growth Portfolio AMSEGX115.0941.5631.8222.811.82105.250.83
Shelton Green Alpha FundNEXTX113.8735.5925.3210none1.28
Transamerica Capital Growth AIALAX111.6140.0130.821.8812.38105.501.18
Sparrow Growth ASGFFX97.8238.9427.4718.327.9105.752.02
Taylor Frigon Core GrowthTFCGX79.5433.41102.00r1.45
Lord Abbett Growth Leaders ALGLAX77.0433.1925.5485.750.93
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX74.2731.4925.1219.985.251.19
American Century Focused Dynamic Growth InvACFOX73.334.6628.2719.269none0.85
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 December 31, 2020

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
RidgeWorth Aggressive Growth Stock ASAGAX119.1%49.17%34.15%21.92%—%105.75%1.26%
Morgan Stanley Multi Cap Growth ACPOAX116.0147.735.5623.1410.86105.251.16
Morgan Stanley Instl Growth Portfolio AMSEGX115.0941.5631.8222.811.82105.250.83
Transamerica Capital Growth AIALAX111.6140.0130.821.8812.38105.501.18
Fidelity Advisor Growth Opportunities AFAGAX68.639.2129.4221.5510.4995.751.1
Sparrow Growth ASGFFX97.8238.9427.4718.327.9105.752.02
Shelton Green Alpha FundNEXTX113.8735.5925.3210none1.28
American Century Focused Dynamic Growth InvACFOX73.334.6628.2719.269none0.85
Taylor Frigon Core GrowthTFCGX79.5433.41102.00r1.45
Lord Abbett Growth Leaders ALGLAX77.0433.1925.5485.750.93
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 December 31, 2020

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
Morgan Stanley Multi Cap Growth ACPOAX116.01%47.7%35.56%23.14%10.86%105.25%1.16%
RidgeWorth Aggressive Growth Stock ASAGAX119.149.1734.1521.92105.751.26
Morgan Stanley Instl Growth Portfolio AMSEGX115.0941.5631.8222.811.82105.250.83
Transamerica Capital Growth AIALAX111.6140.0130.821.8812.38105.501.18
Fidelity Advisor Growth Opportunities AFAGAX68.639.2129.4221.5510.4995.751.1
American Century Focused Dynamic Growth InvACFOX73.334.6628.2719.269none0.85
Sparrow Growth ASGFFX97.8238.9427.4718.327.9105.752.02
Fidelity Growth Company**FDGRX67.5130.3326.2720.5910.739none0.83
Franklin Templeton DynaTech AFKDNX57.6830.2725.5419.0111.1375.500.84
Lord Abbett Growth Leaders ALGLAX77.0433.1925.5485.750.93
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 December 31, 2020

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
Morgan Stanley Multi Cap Growth ACPOAX116.01%47.7%35.56%23.14%10.86%105.25%1.16%
Morgan Stanley Instl Growth Portfolio AMSEGX115.0941.5631.8222.811.82105.250.83
RidgeWorth Aggressive Growth Stock ASAGAX119.149.1734.1521.92105.751.26
Transamerica Capital Growth AIALAX111.6140.0130.821.8812.38105.501.18
Fidelity Advisor Growth Opportunities AFAGAX68.639.2129.4221.5510.4995.751.1
Fidelity Growth Company**FDGRX67.5130.3326.2720.5910.739none0.83
Shelton Capital Nasdaq-100 Index DirectNASDX48.5926.623.1720.019.227none0.5
USAA Nasdaq-100 IndexUSNQX48.327.0423.6819.948.987none0.48
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX74.2731.4925.1219.985.251.19
Fidelity OTC PortfolioFOCPX46.7925.5323.119.4810.988none0.87
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 December 31, 2020

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
Transamerica Capital Growth AIALAX111.61%40.01%30.8%21.88%12.38%105.50%1.18%
AMG Yacktman Focused SYAFFX17.2512.8513.9311.7712.063none1.24
Morgan Stanley Instl Growth Portfolio AMSEGX115.0941.5631.8222.811.82105.250.83
AMG Yacktman FundYACKX15.2811.6812.8611.3911.63none0.7
Franklin Templeton DynaTech AFKDNX57.6830.2725.5419.0111.1375.500.84
Fidelity OTC PortfolioFOCPX46.7925.5323.119.4810.988none0.87
Morgan Stanley Multi Cap Growth ACPOAX116.0147.735.5623.1410.86105.251.16
Fidelity Growth Company**FDGRX67.5130.3326.2720.5910.739none0.83
Fidelity Advisor Growth Opportunities AFAGAX68.639.2129.4221.5510.4995.751.1
Parnassus Core Equity InvPRBLX21.1916.4915.2713.9610.363none0.86
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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