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 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 InvSMVLX42.5%22.32%16.84%16.47%—%9none%1.22%
Monteagle Select Value IMVEIX40.0123.6711.814.048.1410none1.44
Natixis Vaughan Nelson Select Fund Class AVNSAX39.228.0419.8165.751.13
Poplar Forest Partners APFPFX38.8818.397.512.1210none1.21
First Investors Select Gro AFICGX38.830.2622.9117.659.2965.751.09
Midas Special EquitiesMISEX38.2928.0417.0114.697.65101.00r3.38
HCM Dividend Sector Plus AHCMNX37.5930.317.8585.751.64
GoodHaven FundGOODX35.9719.8310.057.4782.00r1.11
Victory Diversified Stock ASRVEX35.8625.8817.0814.358.5175.751.09
Invesco Value Opportunities AVVOAX35.5922.9311.811.877.28105.501.22
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 FundNEXTX2.65%46.67%27.08%—%—%10none%1.16%
Fidelity Growth Company**FDGRX22.6741.6930.012313.518none0.83
RidgeWorth Aggressive Growth Stock ASAGAX-10.1439.1131.9221.99105.501.25
Morgan Stanley Multi Cap Growth ACPOAX-6.638.9734.7923.313.23105.251.04
Fidelity Blue Chip GrowthFBGRX22.7138.4929.5822.2311.848none0.78
Morgan Stanley Instl Growth Portfolio AMSEGX0.1638.3132.4523.2312.76105.250.78
Fidelity Advisor Growth Opportunities AFAGAX11.438.1132.2622.641295.751.06
Taylor Frigon Core GrowthTFCGX10.5837.9226.2102.00r1.45
Shelton Capital Nasdaq-100 Index DirectNASDX27.3737.827.6722.512.817none0.5
USAA Nasdaq-100 IndexUSNQX26.9637.7628.0622.4912.567none0.44
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 ACPOAX-6.6%38.97%34.79%23.3%13.23%105.25%1.04%
Morgan Stanley Instl Growth Portfolio AMSEGX0.1638.3132.4523.2312.76105.250.78
Fidelity Advisor Growth Opportunities AFAGAX11.438.1132.2622.641295.751.06
RidgeWorth Aggressive Growth Stock ASAGAX-10.1439.1131.9221.99105.501.25
Transamerica Capital Growth AIALAX-0.9236.6131.3722.4812.24105.501.08
Fidelity Growth Company**FDGRX22.6741.6930.012313.518none0.83
Fidelity Blue Chip GrowthFBGRX22.7138.4929.5822.2311.848none0.78
JPMorgan Large Cap Growth AOLGAX18.236.6528.5919.7511.0875.250.93
American Century Focused Dynamic Growth InvACFOX734.8728.5919.419none0.84
Franklin Templeton DynaTech AFKDNX12.5834.2728.2320.7312.5885.500.79
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 ACPOAX-6.6%38.97%34.79%23.3%13.23%105.25%1.04%
Morgan Stanley Instl Growth Portfolio AMSEGX0.1638.3132.4523.2312.76105.250.78
Fidelity Growth Company**FDGRX22.6741.6930.012313.518none0.83
Fidelity Advisor Growth Opportunities AFAGAX11.438.1132.2622.641295.751.06
Shelton Capital Nasdaq-100 Index DirectNASDX27.3737.827.6722.512.817none0.5
USAA Nasdaq-100 IndexUSNQX26.9637.7628.0622.4912.567none0.44
Transamerica Capital Growth AIALAX-0.9236.6131.3722.4812.24105.501.08
Fidelity Blue Chip GrowthFBGRX22.7138.4929.5822.2311.848none0.78
Fidelity OTC PortfolioFOCPX25.0436.7127.9422.2313.787none0.8
RidgeWorth Aggressive Growth Stock ASAGAX-10.1439.1131.9221.99105.501.25
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 PortfolioFOCPX25.04%36.71%27.94%22.23%13.78%7none%0.8%
Fidelity Growth Company**FDGRX22.6741.6930.012313.518none0.83
Morgan Stanley Multi Cap Growth ACPOAX-6.638.9734.7923.313.23105.251.04
JPMorgan Growth Advantage AVHIAX21.8936.3927.5321.112.9875.251.13
Shelton Capital Nasdaq-100 Index DirectNASDX27.3737.827.6722.512.817none0.5
Morgan Stanley Instl Growth Portfolio AMSEGX0.1638.3132.4523.2312.76105.250.78
Franklin Templeton DynaTech AFKDNX12.5834.2728.2320.7312.5885.500.79
USAA Nasdaq-100 IndexUSNQX26.9637.7628.0622.4912.567none0.44
Amana GrowthAMAGX31.5332.4825.1717.7612.444none0.96
Fidelity ContrafundFCNTX24.3528.9222.6317.9512.326none0.86
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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