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 August 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 FundNEXTX67.36%43.15%29%—%—%10none%1.28%
Monteagle Select Value IMVEIX66.4813.1312.713.447.8710none1.4
John Hancock Classic Value APZFVX60.547.9310.6611.586.78105.001.18
Parnassus EndeavorPARWX60.0621.219.4819.019none0.94
Oakmark Select IOAKLX58.913.1412.4513.468.3910none1.04
Fidelity Advisor Value Strategies AFSOAX58.8913.9213.0712.718.58105.751.02
Invesco Value Opportunities AVVOAX57.6311.2212.9211.546.76105.501.22
Poplar Forest Partners APFPFX57.118.168.6311.7610none1.25
Hotchkis & Wiley Diversified Value AHWCAX56.6410.1612.9213.04105.251.05
Diamond Hill Select ADHTAX56.6116.3416.4314.6910none1.16
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 August 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 FundNEXTX67.36%43.15%29%—%—%10none%1.28%
Morgan Stanley Multi Cap Growth ACPOAX29.0438.9738.0124.2914.36105.251.04
Morgan Stanley Instl Growth Portfolio AMSEGX36.0336.1634.7523.9213.82105.250.78
Fidelity Advisor Growth Opportunities AFAGAX34.2935.4133.6523.3412.495.751.06
RidgeWorth Aggressive Growth Stock ASAGAX25.1935.3634.7722.88105.501.25
Transamerica Capital Growth AIALAX33.334.4533.5923.1113.08105.501.08
American Century Focused Dynamic Growth InvACFOX27.5330.7629.9520.959none0.85
Fidelity Growth Company**FDGRX34.7230.3130.722.7713.549none0.83
Fidelity Blue Chip GrowthFBGRX34.4529.7529.0521.7411.868none0.78
Taylor Frigon Core GrowthTFCGX46.7629.42102.00r1.45
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 August 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 ACPOAX29.04%38.97%38.01%24.29%14.36%105.25%1.04%
RidgeWorth Aggressive Growth Stock ASAGAX25.1935.3634.7722.88105.501.25
Morgan Stanley Instl Growth Portfolio AMSEGX36.0336.1634.7523.9213.82105.250.78
Fidelity Advisor Growth Opportunities AFAGAX34.2935.4133.6523.3412.495.751.06
Transamerica Capital Growth AIALAX33.334.4533.5923.1113.08105.501.08
Fidelity Growth Company**FDGRX34.7230.3130.722.7713.549none0.83
American Century Focused Dynamic Growth InvACFOX27.5330.7629.9520.959none0.85
Franklin Templeton DynaTech AFKDNX34.0928.8129.1321.1713.1185.500.84
Fidelity Blue Chip GrowthFBGRX34.4529.7529.0521.7411.868none0.78
Shelton Green Alpha FundNEXTX67.3643.152910none1.28
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 August 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 ACPOAX29.04%38.97%38.01%24.29%14.36%105.25%1.04%
Morgan Stanley Instl Growth Portfolio AMSEGX36.0336.1634.7523.9213.82105.250.78
Fidelity Advisor Growth Opportunities AFAGAX34.2935.4133.6523.3412.495.751.06
Transamerica Capital Growth AIALAX33.334.4533.5923.1113.08105.501.08
RidgeWorth Aggressive Growth Stock ASAGAX25.1935.3634.7722.88105.501.25
Fidelity Growth Company**FDGRX34.7230.3130.722.7713.549none0.83
Shelton Capital Nasdaq-100 Index DirectNASDX29.3127.8726.9222.1912.937none0.5
Fidelity OTC PortfolioFOCPX32.8626.2427.6822.1313.948none0.87
USAA Nasdaq-100 IndexUSNQX29.0527.427.422.1212.677none0.44
Fidelity Blue Chip GrowthFBGRX34.4529.7529.0521.7411.868none0.78
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 August 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 ACPOAX29.04%38.97%38.01%24.29%14.36%105.25%1.04%
Fidelity OTC PortfolioFOCPX32.8626.2427.6822.1313.948none0.87
Morgan Stanley Instl Growth Portfolio AMSEGX36.0336.1634.7523.9213.82105.250.78
Fidelity Growth Company**FDGRX34.7230.3130.722.7713.549none0.83
Franklin Templeton DynaTech AFKDNX34.0928.8129.1321.1713.1185.500.84
Transamerica Capital Growth AIALAX33.334.4533.5923.1113.08105.501.08
Shelton Capital Nasdaq-100 Index DirectNASDX29.3127.8726.9222.1912.937none0.5
JPMorgan Growth Advantage AVHIAX29.8326.1226.6420.9312.9185.251.14
USAA Nasdaq-100 IndexUSNQX29.0527.427.422.1212.677none0.44
Touchstone Sands Capital Select Growth A**TSNAX31.4228.1427.7819.8112.6595.001.25
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.
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