Top-Performing Mutual Funds by Category
Tool

Top-Performing Mutual Funds by Category

Global 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

Global 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
Kinetics Paradigm No Load WWNPX38.15%23.03%17.7%15.81%11.51%102.00%r1.64%
AlianceBernstein All Market Real Return AAMTAX26.0113.347.162.1654.251.29
Old Westbury Large Cap EquityOWACX25.8527.151913.386.355none0.97
Cohen & Steers Real Assets ARAPAX23.1512.556.7434.501.15
Lazard Equity Franchise Portfolio OpenLZFOX22.3614.449none1.2
Gabelli SRI AAAESGGX2220.3210.6810.6252.00r0.9
Goldman Sachs Tax-Advantaged Global Equity ATAGGX21.7618.0511.9311.4445.500.5
Guinness Atkinson Global Innovators FundIWIRX21.5231.3620.5118.1310.727none1.24
Gabelli Global Rising Income & Dividend AAAGAGCX21.3215.7210.017.595.3762.00r0.9
Hartford Global Real Asset AHRLAX21.2610.155.51.455.501.25
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

Global 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
Guinness Atkinson Global Innovators FundIWIRX21.52%31.36%20.51%18.13%10.72%7none%1.24%
Essex Environmental Opportunities InvEEOFX10.8931.3110none1.24
Old Westbury Large Cap EquityOWACX25.8527.151913.386.355none0.97
American Funds Growth AGWPAX18.5923.6517.1755.750.36
Kinetics Paradigm No Load WWNPX38.1523.0317.715.8111.51102.00r1.64
Calamos Global Growth & Income ACVLOX15.7821.7414.349.32844.751.31
MFS Aggressive Growth Allocation AMAAGX18.8921.215.2812.8245.750.38
Wasatch World Innovators InvWAGTX-12.7220.8516.0413.269102.00r1.75
Gabelli SRI AAAESGGX2220.3210.6810.6252.00r0.9
Deutsche Global Growth ASGQAX7.8920.0112.389.857.0655.751.19
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

Global 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
Guinness Atkinson Global Innovators FundIWIRX21.52%31.36%20.51%18.13%10.72%7none%1.24%
Old Westbury Large Cap EquityOWACX25.8527.151913.386.355none0.97
Kinetics Paradigm No Load WWNPX38.1523.0317.715.8111.51102.00r1.64
American Funds Growth AGWPAX18.5923.6517.1755.750.36
Wasatch World Innovators InvWAGTX-12.7220.8516.0413.269102.00r1.75
MFS Aggressive Growth Allocation AMAAGX18.8921.215.2812.8245.750.38
Calamos Global Growth & Income ACVLOX15.7821.7414.349.32844.751.31
Loomis Sayles Global Equity and Income A+LGMAX14.1118.4113.8910.8410.0135.751.13
ATAC Inflation Rotation Fund Investor Class SharesATACX-10.5518.4613.327none1.75
Delaware Focus Global Growth ADGGAX8.2817.9312.9210.3265.751.35
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

Global 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
Guinness Atkinson Global Innovators FundIWIRX21.52%31.36%20.51%18.13%10.72%7none%1.24%
Kinetics Paradigm No Load WWNPX38.1523.0317.715.8111.51102.00r1.64
Old Westbury Large Cap EquityOWACX25.8527.151913.386.355none0.97
Wasatch World Innovators InvWAGTX-12.7220.8516.0413.269102.00r1.75
MFS Aggressive Growth Allocation AMAAGX18.8921.215.2812.8245.750.38
Goldman Sachs Tax-Advantaged Global Equity ATAGGX21.7618.0511.9311.4445.500.5
Oppenheimer Portfolio Series Equity Investor A OAAIX15.0618.312.4611.0455.500.42
Loomis Sayles Global Equity and Income A+LGMAX14.1118.4113.8910.8410.0135.751.13
Gabelli SRI AAAESGGX2220.3210.6810.6252.00r0.9
Putnam Global Equity Trust APEQUX9.9915.3311.4110.546.4365.751.1
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

Global 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
Kinetics Paradigm No Load WWNPX38.15%23.03%17.7%15.81%11.51%102.00%r1.64%
Guinness Atkinson Global Innovators FundIWIRX21.5231.3620.5118.1310.727none1.24
First Eagle Global ASGENX12.2413.468.698.3110.1535.001.11
Loomis Sayles Global Equity and Income A+LGMAX14.1118.4113.8910.8410.0135.751.13
Wasatch World Innovators InvWAGTX-12.7220.8516.0413.269102.00r1.75
Ivy Asset Strategy AWASAX13.816.2611.947.938.7535.751.07
Waddell & Reed Advisor Asset Strategy AIWGAX11.2613.399.3278.4135.750.32
Calamos Global Growth & Income ACVLOX15.7821.7414.349.32844.751.31
BlackRock Global Allocation Inv AMDLOX6.4514.659.557.587.8525.251.06
MFS Global Total Return AMFWTX8.2711.858.387.537.325.751.09
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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