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, 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
Smead Value Fund Inv	SMVLX	42.5%	22.32%	16.84%	16.47%	—%	9	none%	1.22%
Monteagle Select Value I	MVEIX	40.01	23.67	11.8	14.04	8.14	10	none	1.44
Natixis Vaughan Nelson Select Fund Class A	VNSAX	39.2	28.04	19.81	—	—	6	5.75	1.13
Poplar Forest Partners A	PFPFX	38.88	18.39	7.5	12.12	—	10	none	1.21
First Investors Select Gro A	FICGX	38.8	30.26	22.91	17.65	9.29	6	5.75	1.09
Midas Special Equities	MISEX	38.29	28.04	17.01	14.69	7.65	10	1.00r	3.38
HCM Dividend Sector Plus A	HCMNX	37.59	30.3	17.85	—	—	8	5.75	1.64
GoodHaven Fund	GOODX	35.97	19.83	10.05	7.47	—	8	2.00r	1.11
Victory Diversified Stock A	SRVEX	35.86	25.88	17.08	14.35	8.51	7	5.75	1.09
Invesco Value Opportunities A	VVOAX	35.59	22.93	11.8	11.87	7.28	10	5.50	1.22

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, 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
Shelton Green Alpha Fund	NEXTX	2.65%	46.67%	27.08%	—%	—%	10	none%	1.16%
Fidelity Growth Company**	FDGRX	22.67	41.69	30.01	23	13.51	8	none	0.83
RidgeWorth Aggressive Growth Stock A	SAGAX	-10.14	39.11	31.92	21.99	—	10	5.50	1.25
Morgan Stanley Multi Cap Growth A	CPOAX	-6.6	38.97	34.79	23.3	13.23	10	5.25	1.04
Fidelity Blue Chip Growth	FBGRX	22.71	38.49	29.58	22.23	11.84	8	none	0.78
Morgan Stanley Instl Growth Portfolio A	MSEGX	0.16	38.31	32.45	23.23	12.76	10	5.25	0.78
Fidelity Advisor Growth Opportunities A	FAGAX	11.4	38.11	32.26	22.64	12	9	5.75	1.06
Taylor Frigon Core Growth	TFCGX	10.58	37.92	26.2	—	—	10	2.00r	1.45
Shelton Capital Nasdaq-100 Index Direct	NASDX	27.37	37.8	27.67	22.5	12.81	7	none	0.5
USAA Nasdaq-100 Index	USNQX	26.96	37.76	28.06	22.49	12.56	7	none	0.44

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, 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	-6.6%	38.97%	34.79%	23.3%	13.23%	10	5.25%	1.04%
Morgan Stanley Instl Growth Portfolio A	MSEGX	0.16	38.31	32.45	23.23	12.76	10	5.25	0.78
Fidelity Advisor Growth Opportunities A	FAGAX	11.4	38.11	32.26	22.64	12	9	5.75	1.06
RidgeWorth Aggressive Growth Stock A	SAGAX	-10.14	39.11	31.92	21.99	—	10	5.50	1.25
Transamerica Capital Growth A	IALAX	-0.92	36.61	31.37	22.48	12.24	10	5.50	1.08
Fidelity Growth Company**	FDGRX	22.67	41.69	30.01	23	13.51	8	none	0.83
Fidelity Blue Chip Growth	FBGRX	22.71	38.49	29.58	22.23	11.84	8	none	0.78
JPMorgan Large Cap Growth A	OLGAX	18.2	36.65	28.59	19.75	11.08	7	5.25	0.93
American Century Focused Dynamic Growth Inv	ACFOX	7	34.87	28.59	19.41	—	9	none	0.84
Franklin Templeton DynaTech A	FKDNX	12.58	34.27	28.23	20.73	12.58	8	5.50	0.79

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, 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	-6.6%	38.97%	34.79%	23.3%	13.23%	10	5.25%	1.04%
Morgan Stanley Instl Growth Portfolio A	MSEGX	0.16	38.31	32.45	23.23	12.76	10	5.25	0.78
Fidelity Growth Company**	FDGRX	22.67	41.69	30.01	23	13.51	8	none	0.83
Fidelity Advisor Growth Opportunities A	FAGAX	11.4	38.11	32.26	22.64	12	9	5.75	1.06
Shelton Capital Nasdaq-100 Index Direct	NASDX	27.37	37.8	27.67	22.5	12.81	7	none	0.5
USAA Nasdaq-100 Index	USNQX	26.96	37.76	28.06	22.49	12.56	7	none	0.44
Transamerica Capital Growth A	IALAX	-0.92	36.61	31.37	22.48	12.24	10	5.50	1.08
Fidelity Blue Chip Growth	FBGRX	22.71	38.49	29.58	22.23	11.84	8	none	0.78
Fidelity OTC Portfolio	FOCPX	25.04	36.71	27.94	22.23	13.78	7	none	0.8
RidgeWorth Aggressive Growth Stock A	SAGAX	-10.14	39.11	31.92	21.99	—	10	5.50	1.25

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, 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
Fidelity OTC Portfolio	FOCPX	25.04%	36.71%	27.94%	22.23%	13.78%	7	none%	0.8%
Fidelity Growth Company**	FDGRX	22.67	41.69	30.01	23	13.51	8	none	0.83
Morgan Stanley Multi Cap Growth A	CPOAX	-6.6	38.97	34.79	23.3	13.23	10	5.25	1.04
JPMorgan Growth Advantage A	VHIAX	21.89	36.39	27.53	21.1	12.98	7	5.25	1.13
Shelton Capital Nasdaq-100 Index Direct	NASDX	27.37	37.8	27.67	22.5	12.81	7	none	0.5
Morgan Stanley Instl Growth Portfolio A	MSEGX	0.16	38.31	32.45	23.23	12.76	10	5.25	0.78
Franklin Templeton DynaTech A	FKDNX	12.58	34.27	28.23	20.73	12.58	8	5.50	0.79
USAA Nasdaq-100 Index	USNQX	26.96	37.76	28.06	22.49	12.56	7	none	0.44
Amana Growth	AMAGX	31.53	32.48	25.17	17.76	12.44	4	none	0.96
Fidelity Contrafund	FCNTX	24.35	28.92	22.63	17.95	12.32	6	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.

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Top-Performing Mutual Funds by Category

Large-Company Stock Funds

Large-Company Stock Funds - 1 year

Large-Company Stock Funds - 3 years

Large-Company Stock Funds - 5 years

Large-Company Stock Funds - 10 years

Large-Company Stock Funds - 20 years

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