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 September 30, 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 ASAGAX107.45%41.22%30.41%20.85%—%105.75%1.26%
Morgan Stanley Multi Cap Growth ACPOAX104.7645.4233.6822.967.49105.251.16
Morgan Stanley Instl Growth Portfolio AMSEGX98.9137.7730.1622.3310.05105.250.83
Transamerica Capital Growth AIALAX97.1136.6329.4421.9111.56105.501.18
Sparrow Growth ASGFFX82.331.3822.6417.216105.752.1
American Century Focused Dynamic Growth InvACFOX68.0630.7225.6718.299none0.85
Lord Abbett Growth Leaders ALGLAX67.7129.1823.295.750.93
Fidelity Growth Company**FDGRX67.2727.2625.0420.258.999none0.83
Shelton Green Alpha FundNEXTX64.52119.4610none1.34
Fidelity Advisor Growth Opportunities AFAGAX63.1734.3127.2621.098.995.751.1
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 September 30, 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
Morgan Stanley Multi Cap Growth ACPOAX104.76%45.42%33.68%22.96%7.49%105.25%1.16%
RidgeWorth Aggressive Growth Stock ASAGAX107.4541.2230.4120.85105.751.26
Morgan Stanley Instl Growth Portfolio AMSEGX98.9137.7730.1622.3310.05105.250.83
Transamerica Capital Growth AIALAX97.1136.6329.4421.9111.56105.501.18
Fidelity Advisor Growth Opportunities AFAGAX63.1734.3127.2621.098.995.751.1
Sparrow Growth ASGFFX82.331.3822.6417.216105.752.1
American Century Focused Dynamic Growth InvACFOX68.0630.7225.6718.299none0.85
Lord Abbett Growth Leaders ALGLAX67.7129.1823.295.750.93
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX54.3328.923.3919.1885.251.19
Dunham Focused Large Cap Growth Fund Class ADAFGX51.9828.0520.6195.751.58
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 September 30, 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 ACPOAX104.76%45.42%33.68%22.96%7.49%105.25%1.16%
RidgeWorth Aggressive Growth Stock ASAGAX107.4541.2230.4120.85105.751.26
Morgan Stanley Instl Growth Portfolio AMSEGX98.9137.7730.1622.3310.05105.250.83
Transamerica Capital Growth AIALAX97.1136.6329.4421.9111.56105.501.18
Fidelity Advisor Growth Opportunities AFAGAX63.1734.3127.2621.098.995.751.1
American Century Focused Dynamic Growth InvACFOX68.0630.7225.6718.299none0.85
Fidelity Growth Company**FDGRX67.2727.2625.0420.258.999none0.83
Franklin Templeton DynaTech AFKDNX47.4726.4524.0818.579.4685.500.85
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX54.3328.923.3919.1885.251.19
Baron Fifth Avenue Growth RetailBFTHX49.5625.9323.2117.958none1
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 September 30, 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 ACPOAX104.76%45.42%33.68%22.96%7.49%105.25%1.16%
Morgan Stanley Instl Growth Portfolio AMSEGX98.9137.7730.1622.3310.05105.250.83
Transamerica Capital Growth AIALAX97.1136.6329.4421.9111.56105.501.18
Fidelity Advisor Growth Opportunities AFAGAX63.1734.3127.2621.098.995.751.1
RidgeWorth Aggressive Growth Stock ASAGAX107.4541.2230.4120.85105.751.26
Fidelity Growth Company**FDGRX67.2727.2625.0420.258.999none0.83
Shelton Capital Nasdaq-100 Index DirectNASDX48.524.1422.519.816.297none0.5
USAA Nasdaq-100 IndexUSNQX48.2224.8123.0419.738none0.48
Fidelity OTC PortfolioFOCPX46.3622.6323.0119.488.418none0.87
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX54.3328.923.3919.1885.251.19
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 September 30, 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 AIALAX97.11%36.63%29.44%21.91%11.56%105.50%1.18%
AMG Yacktman Focused SYAFFX3.478.6410.9810.3311.453none1.24
AMG Yacktman FundYACKX1.97.519.7610.0711.23none0.7
BlackRock Flexible Equity Inv ABMCAX33.8618.7717.8512.2610.175.250.87
Morgan Stanley Instl Growth Portfolio AMSEGX98.9137.7730.1622.3310.05105.250.83
Parnassus Core Equity InvPRBLX15.9414.5213.9313.649.684none0.86
Fidelity ContrafundFCNTX35.118.4717.7515.529.557none0.85
Franklin Templeton DynaTech AFKDNX47.4726.4524.0818.579.4685.500.85
Mairs & Power Growth InvMPGFX11.3210.1712.4212.529.465none0.65
Matthew 25 FundMXXVX3.997.312.1113.899.37102.00r1.08
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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