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 May 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
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Centre American Select Equity InvDHAMX20.34%26.27%17.93%14.76%—%32.00%r1.46%
Federated Strategic Value Dividend ASVAAX17.7611.77.169.8635.501.05
Integrity Dividend Harvest AIDIVX16.9113.9210.2511.635.000.95
Hennessy Cornerstone Value InvHFCVX16.2515.4310.6511.387.46none1.23
Voya Corporate Leaders Trust BLEXCX12.7915.1312.1911.939.728none0.51
BNY Mellon Income Stock InvestorMIISX11.6416.0811.4913.38.258none1.08
City National Rochdale Dividend & Income NRIMHX11.559.136.448.886.63none1.15
Muhlenkamp FundMUHLX11.4919.7711.249.25.316none1.1
CGM FocusCGMFX11.2311.590.766.55.9810none1.2
Smead Value Fund InvSMVLX10.6618.8114.9315.459none1.19
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 May 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
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Shelton Green Alpha FundNEXTX-16.37%29.85%18.06%—%—%10none%1.16%
Centre American Select Equity InvDHAMX20.3426.2717.9314.7632.00r1.46
HCM Dividend Sector Plus AHCMNX1.6823.5813.7585.751.64
Fidelity Growth Company**FDGRX-16.7822.0518.1218.0512.89none0.79
Parnassus EndeavorPARWX-5.7721.9114.0116.538none0.9
Shelton Capital Nasdaq-100 Index DirectNASDX-7.3721.6917.2318.1712.878none0.5
USAA Nasdaq-100 IndexUSNQX-7.3721.5617.4718.1812.658none0.42
Christopher Weil & Company Core Investment FundCWCFX-5.6420.5914.9112.946none1.1
Rydex Nasdaq-100 HRYHOX-8.4520.116.116.9411.698none1.59
Forum Fds Payson Total ReturnPBFDX3.2719.9215.6313.257.996none0.82
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 May 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
Fidelity Advisor Growth Opportunities AFAGAX-24.48%17.22%19.55%17.48%10.55%105.75%1.04%
Artisan Thematic InvARTTX-9.0913.6418.147none1.25
Fidelity Growth Company**FDGRX-16.7822.0518.1218.0512.89none0.79
Shelton Green Alpha FundNEXTX-16.3729.8518.0610none1.16
JPMorgan Large Cap Growth AOLGAX-10.519.3718.0416.0910.6185.250.93
Centre American Select Equity InvDHAMX20.3426.2717.9314.7632.00r1.46
Eaton Vance-Atlanta Capital Focused Growth A+EAALX-2.2116.2817.715.128.8955.251.03
USAA Nasdaq-100 IndexUSNQX-7.3721.5617.4718.1812.658none0.42
Fidelity Focused StockFTQGX-4.816.7517.4615.389.867none0.86
T. Rowe Price New America GrowthPRWAX-9.119.917.4617.1511.437none0.76
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.
Data through May 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-13.91%18.63%15.81%18.37%12.7%8none%0.8%
USAA Nasdaq-100 IndexUSNQX-7.3721.5617.4718.1812.658none0.42
Shelton Capital Nasdaq-100 Index DirectNASDX-7.3721.6917.2318.1712.878none0.5
Fidelity Growth Company**FDGRX-16.7822.0518.1218.0512.89none0.79
Fidelity Advisor Growth Opportunities AFAGAX-24.4817.2219.5517.4810.55105.751.04
Fidelity Blue Chip GrowthFBGRX-18.4419.0916.7617.310.529none0.78
T. Rowe Price New America GrowthPRWAX-9.119.917.4617.1511.437none0.76
JPMorgan Growth Advantage AVHIAX-11.2819.5617.2916.9412.1685.251.13
Rydex Nasdaq-100 HRYHOX-8.4520.116.116.9411.698none1.59
Fidelity Nasdaq Composite IndexFNCMX-11.4118.3615.1616.718none0.29
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 May 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-7.37%21.69%17.23%18.17%12.87%8none%0.5%
Fidelity Growth Company**FDGRX-16.7822.0518.1218.0512.89none0.79
Fidelity OTC PortfolioFOCPX-13.9118.6315.8118.3712.78none0.8
USAA Nasdaq-100 IndexUSNQX-7.3721.5617.4718.1812.658none0.42
JPMorgan Growth Advantage AVHIAX-11.2819.5617.2916.9412.1685.251.13
Amana GrowthAMAGX-0.6218.9517.1514.9811.825none0.96
Vanguard Capital Opportunity InvVHCOX-7.6715.6812.3316.3211.725none0.43
Rydex Nasdaq-100 HRYHOX-8.4520.116.116.9411.698none1.59
T. Rowe Price New America GrowthPRWAX-9.119.917.4617.1511.437none0.76
ProFunds NASDAQ-100 InvestorOTPIX-9.3819.0215.3516.2211.298none1.48
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.