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 October 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
Invesco Value Opportunities AVVOAX71.98%17.42%14.57%11.83%7.55%105.50%1.22%
John Hancock Classic Value APZFVX69.7211.4211.3911.527.49105.001.18
Monteagle Select Value IMVEIX69.7116.6712.7813.378.4110none1.4
Hotchkis & Wiley Diversified Value AHWCAX68.9614.7414.0413.14105.251.05
Oakmark Fund IOAKMX68.7420.9217.4715.7410.3610none0.92
Smead Value Fund InvSMVLX68.0618.7918.4116.729none1.22
Natixis Trust II Oakmark ANEFOX67.7720.9317.2515.038.76105.751.2
Poplar Forest Partners APFPFX67.6712.99.1511.7510none1.25
Oakmark Select IOAKLX67.6719.2712.8513.38.8910none1.04
Hotchkis & Wiley Large Cap Value AHWLAX65.1513.6113.513.168.69105.251.18
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 October 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 FundNEXTX56.37%49.75%30.02%—%—%10none%1.28%
Morgan Stanley Multi Cap Growth ACPOAX32.4643.6338.0924.6215.22105.251.04
Morgan Stanley Instl Growth Portfolio AMSEGX40.8642.0435.1824.3414.07105.250.78
Transamerica Capital Growth AIALAX38.2940.2534.0523.4813.55105.501.08
Fidelity Advisor Growth Opportunities AFAGAX43.1340.1434.3722.8412.7695.751.06
RidgeWorth Aggressive Growth Stock ASAGAX28.1640.1335.8123.21105.501.25
Fidelity Growth Company**FDGRX47.437.5731.7822.7314.249none0.83
Taylor Frigon Core GrowthTFCGX53.537.56102.00r1.45
Lord Abbett Growth Leaders ALGLAX37.7736.5829.2820.8285.750.9
American Century Focused Dynamic Growth InvACFOX39.5536.4830.8220.629none0.84
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 October 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 ACPOAX32.46%43.63%38.09%24.62%15.22%105.25%1.04%
RidgeWorth Aggressive Growth Stock ASAGAX28.1640.1335.8123.21105.501.25
Morgan Stanley Instl Growth Portfolio AMSEGX40.8642.0435.1824.3414.07105.250.78
Fidelity Advisor Growth Opportunities AFAGAX43.1340.1434.3722.8412.7695.751.06
Transamerica Capital Growth AIALAX38.2940.2534.0523.4813.55105.501.08
Fidelity Growth Company**FDGRX47.437.5731.7822.7314.249none0.83
American Century Focused Dynamic Growth InvACFOX39.5536.4830.8220.629none0.84
Fidelity Blue Chip GrowthFBGRX48.6435.8330.0821.8412.348none0.78
Shelton Green Alpha FundNEXTX56.3749.7530.0210none1.28
Sparrow Growth ASGFFX28.3532.4129.9817.779.85105.752.02
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 October 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 ACPOAX32.46%43.63%38.09%24.62%15.22%105.25%1.04%
Morgan Stanley Instl Growth Portfolio AMSEGX40.8642.0435.1824.3414.07105.250.78
Transamerica Capital Growth AIALAX38.2940.2534.0523.4813.55105.501.08
RidgeWorth Aggressive Growth Stock ASAGAX28.1640.1335.8123.21105.501.25
Fidelity Advisor Growth Opportunities AFAGAX43.1340.1434.3722.8412.7695.751.06
Fidelity Growth Company**FDGRX47.437.5731.7822.7314.249none0.83
Fidelity Blue Chip GrowthFBGRX48.6435.8330.0821.8412.348none0.78
Shelton Capital Nasdaq-100 Index DirectNASDX44.2132.427.2421.7513.457none0.5
USAA Nasdaq-100 IndexUSNQX43.8132.227.6921.7113.197none0.44
Fidelity OTC PortfolioFOCPX45.8531.7328.4821.5614.558none0.8
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 October 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 ACPOAX32.46%43.63%38.09%24.62%15.22%105.25%1.04%
Fidelity OTC PortfolioFOCPX45.8531.7328.4821.5614.558none0.8
Fidelity Growth Company**FDGRX47.437.5731.7822.7314.249none0.83
Morgan Stanley Instl Growth Portfolio AMSEGX40.8642.0435.1824.3414.07105.250.78
JPMorgan Growth Advantage AVHIAX43.2832.0427.9720.7413.5685.251.13
Transamerica Capital Growth AIALAX38.2940.2534.0523.4813.55105.501.08
Shelton Capital Nasdaq-100 Index DirectNASDX44.2132.427.2421.7513.457none0.5
Franklin Templeton DynaTech AFKDNX41.0634.5629.5121.0813.2675.500.84
USAA Nasdaq-100 IndexUSNQX43.8132.227.6921.7113.197none0.44
Touchstone Sands Capital Select Growth A**TSNAX40.4935.8728.9219.9913.0385.001.25
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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