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 RETURN	3-YR RETURN	5-YR RETURN	10-YR RETURN	20-YR RETURN	VOL RANK	MAX. SALES CHARGE	EXPENSE RATIO
Centre American Select Equity Inv	DHAMX	20.34%	26.27%	17.93%	14.76%	—%	3	2.00%r	1.46%
Federated Strategic Value Dividend A	SVAAX	17.76	11.7	7.16	9.86	—	3	5.50	1.05
Integrity Dividend Harvest A	IDIVX	16.91	13.92	10.25	11.6	—	3	5.00	0.95
Hennessy Cornerstone Value Inv	HFCVX	16.25	15.43	10.65	11.38	7.4	6	none	1.23
Voya Corporate Leaders Trust B	LEXCX	12.79	15.13	12.19	11.93	9.72	8	none	0.51
BNY Mellon Income Stock Investor	MIISX	11.64	16.08	11.49	13.3	8.25	8	none	1.08
City National Rochdale Dividend & Income N	RIMHX	11.55	9.13	6.44	8.88	6.6	3	none	1.15
Muhlenkamp Fund	MUHLX	11.49	19.77	11.24	9.2	5.31	6	none	1.1
CGM Focus	CGMFX	11.23	11.59	0.76	6.5	5.98	10	none	1.2
Smead Value Fund Inv	SMVLX	10.66	18.81	14.93	15.45	—	9	none	1.19

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 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	-16.37%	29.85%	18.06%	—%	—%	10	none%	1.16%
Centre American Select Equity Inv	DHAMX	20.34	26.27	17.93	14.76	—	3	2.00r	1.46
HCM Dividend Sector Plus A	HCMNX	1.68	23.58	13.75	—	—	8	5.75	1.64
Fidelity Growth Company**	FDGRX	-16.78	22.05	18.12	18.05	12.8	9	none	0.79
Parnassus Endeavor	PARWX	-5.77	21.91	14.01	16.53	—	8	none	0.9
Shelton Capital Nasdaq-100 Index Direct	NASDX	-7.37	21.69	17.23	18.17	12.87	8	none	0.5
USAA Nasdaq-100 Index	USNQX	-7.37	21.56	17.47	18.18	12.65	8	none	0.42
Christopher Weil & Company Core Investment Fund	CWCFX	-5.64	20.59	14.91	12.94	—	6	none	1.1
Rydex Nasdaq-100 H	RYHOX	-8.45	20.1	16.1	16.94	11.69	8	none	1.59
Forum Fds Payson Total Return	PBFDX	3.27	19.92	15.63	13.25	7.99	6	none	0.82

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 A	FAGAX	-24.48%	17.22%	19.55%	17.48%	10.55%	10	5.75%	1.04%
Artisan Thematic Inv	ARTTX	-9.09	13.64	18.14	—	—	7	none	1.25
Fidelity Growth Company**	FDGRX	-16.78	22.05	18.12	18.05	12.8	9	none	0.79
Shelton Green Alpha Fund	NEXTX	-16.37	29.85	18.06	—	—	10	none	1.16
JPMorgan Large Cap Growth A	OLGAX	-10.5	19.37	18.04	16.09	10.61	8	5.25	0.93
Centre American Select Equity Inv	DHAMX	20.34	26.27	17.93	14.76	—	3	2.00r	1.46
Eaton Vance-Atlanta Capital Focused Growth A+	EAALX	-2.21	16.28	17.7	15.12	8.89	5	5.25	1.03
USAA Nasdaq-100 Index	USNQX	-7.37	21.56	17.47	18.18	12.65	8	none	0.42
T. Rowe Price New America Growth	PRWAX	-9.1	19.9	17.46	17.15	11.43	7	none	0.76
Fidelity Focused Stock	FTQGX	-4.8	16.75	17.46	15.38	9.86	7	none	0.86

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.

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 Portfolio	FOCPX	-13.91%	18.63%	15.81%	18.37%	12.7%	8	none%	0.8%
USAA Nasdaq-100 Index	USNQX	-7.37	21.56	17.47	18.18	12.65	8	none	0.42
Shelton Capital Nasdaq-100 Index Direct	NASDX	-7.37	21.69	17.23	18.17	12.87	8	none	0.5
Fidelity Growth Company**	FDGRX	-16.78	22.05	18.12	18.05	12.8	9	none	0.79
Fidelity Advisor Growth Opportunities A	FAGAX	-24.48	17.22	19.55	17.48	10.55	10	5.75	1.04
Fidelity Blue Chip Growth	FBGRX	-18.44	19.09	16.76	17.3	10.52	9	none	0.78
T. Rowe Price New America Growth	PRWAX	-9.1	19.9	17.46	17.15	11.43	7	none	0.76
JPMorgan Growth Advantage A	VHIAX	-11.28	19.56	17.29	16.94	12.16	8	5.25	1.13
Rydex Nasdaq-100 H	RYHOX	-8.45	20.1	16.1	16.94	11.69	8	none	1.59
Fidelity Nasdaq Composite Index	FNCMX	-11.41	18.36	15.16	16.71	—	8	none	0.29

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 Direct	NASDX	-7.37%	21.69%	17.23%	18.17%	12.87%	8	none%	0.5%
Fidelity Growth Company**	FDGRX	-16.78	22.05	18.12	18.05	12.8	9	none	0.79
Fidelity OTC Portfolio	FOCPX	-13.91	18.63	15.81	18.37	12.7	8	none	0.8
USAA Nasdaq-100 Index	USNQX	-7.37	21.56	17.47	18.18	12.65	8	none	0.42
JPMorgan Growth Advantage A	VHIAX	-11.28	19.56	17.29	16.94	12.16	8	5.25	1.13
Amana Growth	AMAGX	-0.62	18.95	17.15	14.98	11.82	5	none	0.96
Vanguard Capital Opportunity Inv	VHCOX	-7.67	15.68	12.33	16.32	11.72	5	none	0.43
Rydex Nasdaq-100 H	RYHOX	-8.45	20.1	16.1	16.94	11.69	8	none	1.59
T. Rowe Price New America Growth	PRWAX	-9.1	19.9	17.46	17.15	11.43	7	none	0.76
ProFunds NASDAQ-100 Investor	OTPIX	-9.38	19.02	15.35	16.22	11.29	8	none	1.48

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.