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 Fund	NEXTX	67.36%	43.15%	29%	—%	—%	10	none%	1.28%
Monteagle Select Value I	MVEIX	66.48	13.13	12.7	13.44	7.87	10	none	1.4
John Hancock Classic Value A	PZFVX	60.54	7.93	10.66	11.58	6.78	10	5.00	1.18
Parnassus Endeavor	PARWX	60.06	21.2	19.48	19.01	—	9	none	0.94
Oakmark Select I	OAKLX	58.9	13.14	12.45	13.46	8.39	10	none	1.04
Fidelity Advisor Value Strategies A	FSOAX	58.89	13.92	13.07	12.71	8.58	10	5.75	1.02
Invesco Value Opportunities A	VVOAX	57.63	11.22	12.92	11.54	6.76	10	5.50	1.22
Poplar Forest Partners A	PFPFX	57.11	8.16	8.63	11.76	—	10	none	1.25
Hotchkis & Wiley Diversified Value A	HWCAX	56.64	10.16	12.92	13.04	—	10	5.25	1.05
Diamond Hill Select A	DHTAX	56.61	16.34	16.43	14.69	—	10	none	1.16

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 Fund	NEXTX	67.36%	43.15%	29%	—%	—%	10	none%	1.28%
Morgan Stanley Multi Cap Growth A	CPOAX	29.04	38.97	38.01	24.29	14.36	10	5.25	1.04
Morgan Stanley Instl Growth Portfolio A	MSEGX	36.03	36.16	34.75	23.92	13.82	10	5.25	0.78
Fidelity Advisor Growth Opportunities A	FAGAX	34.29	35.41	33.65	23.34	12.4	9	5.75	1.06
RidgeWorth Aggressive Growth Stock A	SAGAX	25.19	35.36	34.77	22.88	—	10	5.50	1.25
Transamerica Capital Growth A	IALAX	33.3	34.45	33.59	23.11	13.08	10	5.50	1.08
American Century Focused Dynamic Growth Inv	ACFOX	27.53	30.76	29.95	20.95	—	9	none	0.85
Fidelity Growth Company**	FDGRX	34.72	30.31	30.7	22.77	13.54	9	none	0.83
Fidelity Blue Chip Growth	FBGRX	34.45	29.75	29.05	21.74	11.86	8	none	0.78
Taylor Frigon Core Growth	TFCGX	46.76	29.42	—	—	—	10	2.00r	1.45

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 A	CPOAX	29.04%	38.97%	38.01%	24.29%	14.36%	10	5.25%	1.04%
RidgeWorth Aggressive Growth Stock A	SAGAX	25.19	35.36	34.77	22.88	—	10	5.50	1.25
Morgan Stanley Instl Growth Portfolio A	MSEGX	36.03	36.16	34.75	23.92	13.82	10	5.25	0.78
Fidelity Advisor Growth Opportunities A	FAGAX	34.29	35.41	33.65	23.34	12.4	9	5.75	1.06
Transamerica Capital Growth A	IALAX	33.3	34.45	33.59	23.11	13.08	10	5.50	1.08
Fidelity Growth Company**	FDGRX	34.72	30.31	30.7	22.77	13.54	9	none	0.83
American Century Focused Dynamic Growth Inv	ACFOX	27.53	30.76	29.95	20.95	—	9	none	0.85
Franklin Templeton DynaTech A	FKDNX	34.09	28.81	29.13	21.17	13.11	8	5.50	0.84
Fidelity Blue Chip Growth	FBGRX	34.45	29.75	29.05	21.74	11.86	8	none	0.78
Shelton Green Alpha Fund	NEXTX	67.36	43.15	29	—	—	10	none	1.28

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 A	CPOAX	29.04%	38.97%	38.01%	24.29%	14.36%	10	5.25%	1.04%
Morgan Stanley Instl Growth Portfolio A	MSEGX	36.03	36.16	34.75	23.92	13.82	10	5.25	0.78
Fidelity Advisor Growth Opportunities A	FAGAX	34.29	35.41	33.65	23.34	12.4	9	5.75	1.06
Transamerica Capital Growth A	IALAX	33.3	34.45	33.59	23.11	13.08	10	5.50	1.08
RidgeWorth Aggressive Growth Stock A	SAGAX	25.19	35.36	34.77	22.88	—	10	5.50	1.25
Fidelity Growth Company**	FDGRX	34.72	30.31	30.7	22.77	13.54	9	none	0.83
Shelton Capital Nasdaq-100 Index Direct	NASDX	29.31	27.87	26.92	22.19	12.93	7	none	0.5
Fidelity OTC Portfolio	FOCPX	32.86	26.24	27.68	22.13	13.94	8	none	0.87
USAA Nasdaq-100 Index	USNQX	29.05	27.4	27.4	22.12	12.67	7	none	0.44
Fidelity Blue Chip Growth	FBGRX	34.45	29.75	29.05	21.74	11.86	8	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 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 A	CPOAX	29.04%	38.97%	38.01%	24.29%	14.36%	10	5.25%	1.04%
Fidelity OTC Portfolio	FOCPX	32.86	26.24	27.68	22.13	13.94	8	none	0.87
Morgan Stanley Instl Growth Portfolio A	MSEGX	36.03	36.16	34.75	23.92	13.82	10	5.25	0.78
Fidelity Growth Company**	FDGRX	34.72	30.31	30.7	22.77	13.54	9	none	0.83
Franklin Templeton DynaTech A	FKDNX	34.09	28.81	29.13	21.17	13.11	8	5.50	0.84
Transamerica Capital Growth A	IALAX	33.3	34.45	33.59	23.11	13.08	10	5.50	1.08
Shelton Capital Nasdaq-100 Index Direct	NASDX	29.31	27.87	26.92	22.19	12.93	7	none	0.5
JPMorgan Growth Advantage A	VHIAX	29.83	26.12	26.64	20.93	12.91	8	5.25	1.14
USAA Nasdaq-100 Index	USNQX	29.05	27.4	27.4	22.12	12.67	7	none	0.44
Touchstone Sands Capital Select Growth A**	TSNAX	31.42	28.14	27.78	19.81	12.65	9	5.00	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.

Advertisement