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 March 31, 2021

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
Shelton Green Alpha Fund	NEXTX	169.44%	39.23%	26.95%	—%	—%		none%	1.28%
Taylor Frigon Core Growth	TFCGX	143.82	36.92	—	—	—		2.00r	1.45
Morgan Stanley Multi Cap Growth A	CPOAX	124.42	43.75	37.41	22.48	13.42		5.25	1.04
Sparrow Growth A	SGFFX	121.93	33.48	28.11	16.98	8.93		5.75	2.02
Morgan Stanley Instl Growth Portfolio A	MSEGX	119.65	36.43	32.86	21.77	12.85		5.25	0.78
Monteagle Select Value I	MVEIX	117.68	12.84	11.88	10.88	7.83		none	1.4
Transamerica Capital Growth A	IALAX	115.19	34.64	31.7	20.96	12.25		5.50	1.08
American Beacon Shapiro Equity Opportunities Inv	SHXPX	112.19	19.08	—	—	—		none	1.17
RidgeWorth Aggressive Growth Stock A	SAGAX	106.95	41.09	34.42	19.88	—		5.50	1.25
Invesco Value Opportunities A	VVOAX	105.51	10.41	12.53	9.49	—		5.50	1.21

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 March 31, 2021

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 A	CPOAX	124.42%	43.75%	37.41%	22.48%	13.42%		5.25%	1.04%
RidgeWorth Aggressive Growth Stock A	SAGAX	106.95	41.09	34.42	19.88	—		5.50	1.25
Shelton Green Alpha Fund	NEXTX	169.44	39.23	26.95	—	—		none	1.28
Fidelity Advisor Growth Opportunities A	FAGAX	101.72	38.78	31.26	20.84	11.55		5.75	1.06
Taylor Frigon Core Growth	TFCGX	143.82	36.92	—	—	—		2.00r	1.45
Morgan Stanley Instl Growth Portfolio A	MSEGX	119.65	36.43	32.86	21.77	12.85		5.25	0.78
Transamerica Capital Growth A	IALAX	115.19	34.64	31.7	20.96	12.25		5.50	1.08
Sparrow Growth A	SGFFX	121.93	33.48	28.11	16.98	8.93		5.75	2.02
American Century Focused Dynamic Growth Inv	ACFOX	85.44	31.77	28.31	18.5	—		none	0.85
Fidelity Blue Chip Growth	FBGRX	93.83	29.86	26.73	19.12	10.88		none	0.78

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 March 31, 2021

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 A	CPOAX	124.42%	43.75%	37.41%	22.48%	13.42%		5.25%	1.04%
RidgeWorth Aggressive Growth Stock A	SAGAX	106.95	41.09	34.42	19.88	—		5.50	1.25
Morgan Stanley Instl Growth Portfolio A	MSEGX	119.65	36.43	32.86	21.77	12.85		5.25	0.78
Transamerica Capital Growth A	IALAX	115.19	34.64	31.7	20.96	12.25		5.50	1.08
Fidelity Advisor Growth Opportunities A	FAGAX	101.72	38.78	31.26	20.84	11.55		5.75	1.06
Fidelity Growth Company**	FDGRX	94.64	29.16	28.38	19.92	12.58		none	0.83
American Century Focused Dynamic Growth Inv	ACFOX	85.44	31.77	28.31	18.5	—		none	0.85
Sparrow Growth A	SGFFX	121.93	33.48	28.11	16.98	8.93		5.75	2.02
Shelton Green Alpha Fund	NEXTX	169.44	39.23	26.95	—	—		none	1.28
Fidelity Blue Chip Growth	FBGRX	93.83	29.86	26.73	19.12	10.88		none	0.78

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 March 31, 2021

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 A	CPOAX	124.42%	43.75%	37.41%	22.48%	13.42%		5.25%	1.04%
Morgan Stanley Instl Growth Portfolio A	MSEGX	119.65	36.43	32.86	21.77	12.85		5.25	0.78
Transamerica Capital Growth A	IALAX	115.19	34.64	31.7	20.96	12.25		5.50	1.08
Fidelity Advisor Growth Opportunities A	FAGAX	101.72	38.78	31.26	20.84	11.55		5.75	1.06
Fidelity Growth Company**	FDGRX	94.64	29.16	28.38	19.92	12.58		none	0.83
RidgeWorth Aggressive Growth Stock A	SAGAX	106.95	41.09	34.42	19.88	—		5.50	1.25
Shelton Capital Nasdaq-100 Index Direct	NASDX	68.47	26.29	24.21	19.61	11.55		none	0.5
USAA Nasdaq-100 Index	USNQX	68.17	26.48	24.65	19.51	11.27		none	0.44
Fidelity Blue Chip Growth	FBGRX	93.83	29.86	26.73	19.12	10.88		none	0.78
Morgan Stanley Instl Fund Advantage Portfolio A	MAPPX	87.7	28.31	25.22	19.04	—		5.25	1.15

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 March 31, 2021

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
Morgan Stanley Multi Cap Growth A	CPOAX	124.42%	43.75%	37.41%	22.48%	13.42%		5.25%	1.04%
Fidelity OTC Portfolio	FOCPX	75.57	25.69	26.21	18.78	13.01		none	0.87
Morgan Stanley Instl Growth Portfolio A	MSEGX	119.65	36.43	32.86	21.77	12.85		5.25	0.78
Fidelity Growth Company**	FDGRX	94.64	29.16	28.38	19.92	12.58		none	0.83
AMG Yacktman Focused S	YAFFX	60.17	16.04	14.68	12	12.56		none	1.24
Transamerica Capital Growth A	IALAX	115.19	34.64	31.7	20.96	12.25		5.50	1.08
AMG Yacktman Fund	YACKX	60.21	15.25	13.88	11.7	12.08		none	0.7
Franklin Templeton DynaTech A	FKDNX	71.1	26.44	26.54	18.04	11.78		5.50	0.84
JPMorgan Growth Advantage A	VHIAX	79.42	26.4	24.45	18.01	11.74		5.25	1.14
Shelton Capital Nasdaq-100 Index Direct	NASDX	68.47	26.29	24.21	19.61	11.55		none	0.5

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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