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 July 31, 2022

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
Cohen & Steers Real Assets A	RAPAX	7.54%	9.58%	6.89%	3.17%	—%	3	4.50%	1.15%
Kinetics Paradigm No Load	WWNPX	5.88	17.32	17.95	16.08	12.5	10	2.00r	1.64
Wilmington Multi-Manager Real Asset A	WMMRX	4.93	7.99	6.1	3.75	—	3	5.50	0.89
Hartford Global Real Asset A	HRLAX	4.28	7.45	5.12	1.48	—	4	5.50	1.25
Thornburg Investor Income Builder A	TIBAX	-0.38	6.09	5.56	6.54	—	4	4.50	1.26
Catalyst/MAP Global Balanced I	TRXIX	-2.1	3.8	4.05	5.44	—	1	none	0.97
Nuveen Real Asset Income A	NRIAX	-2.65	2.83	3.63	6.1	—	4	5.75	1.14
American Funds Capital Income Builder A	CAIBX	-3	5.58	4.61	6.06	6.9	2	5.75	0.59
Franklin Templeton Mutual Quest A	TEQIX	-3.06	2.07	1.67	5.47	6.69	3	5.50	1.06
First Eagle Global Income Builder A	FEBAX	-3.31	4.99	4.18	5.62	—	2	5.00	1.17

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 July 31, 2022

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
Kinetics Paradigm No Load	WWNPX	5.88%	17.32%	17.95%	16.08%	12.5%	10	2.00%r	1.64%
Essex Environmental Opportunities Inv	EEOFX	-23.51	14.07	—	—	—	10	none	1.24
Old Westbury Large Cap Equity	OWACX	-10.24	11.82	12.31	11.47	6.52	6	none	0.96
Cohen & Steers Real Assets A	RAPAX	7.54	9.58	6.89	3.17	—	3	4.50	1.15
Calamos Global Growth & Income A	CVLOX	-13.34	9.22	7.3	6.84	7.23	4	4.75	1.31
Kinetics Global No Load	WWWEX	-10.23	9.21	10.86	9.12	7.14	9	2.00r	1.39
Eventide Multi-Asset Income N	ETNMX	-5.53	8.95	6.55	—	—	2	none	1.02
MFS Aggressive Growth Allocation A	MAAGX	-9.57	8.65	9.13	10.28	8.59	4	5.75	0.38
Goldman Sachs Tax-Advantaged Global Equity A	TAGGX	-7.6	8.33	6.94	9.12	—	4	5.50	0.5
American Funds Growth A	GWPAX	-18.06	8.07	8.4	10.85	—	7	5.75	0.36

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 July 31, 2022

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
Kinetics Paradigm No Load	WWNPX	5.88%	17.32%	17.95%	16.08%	12.5%	10	2.00%r	1.64%
Old Westbury Large Cap Equity	OWACX	-10.24	11.82	12.31	11.47	6.52	6	none	0.96
Kinetics Global No Load	WWWEX	-10.23	9.21	10.86	9.12	7.14	9	2.00r	1.39
MFS Aggressive Growth Allocation A	MAAGX	-9.57	8.65	9.13	10.28	8.59	4	5.75	0.38
FundX Sustainable Impact Fund	SRIFX	-10.79	6.86	8.62	—	—	4	none	1.35
American Funds Growth A	GWPAX	-18.06	8.07	8.4	10.85	—	7	5.75	0.36
Calamos Global Growth & Income A	CVLOX	-13.34	9.22	7.3	6.84	7.23	4	4.75	1.31
Goldman Sachs Tax-Advantaged Global Equity A	TAGGX	-7.6	8.33	6.94	9.12	—	4	5.50	0.5
Cohen & Steers Real Assets A	RAPAX	7.54	9.58	6.89	3.17	—	3	4.50	1.15
Ivy Asset Strategy A	WASAX	-10.2	5.89	6.72	5.67	8.04	3	5.75	1.11

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 July 31, 2022

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
Kinetics Paradigm No Load	WWNPX	5.88%	17.32%	17.95%	16.08%	12.5%	10	2.00%r	1.64%
Old Westbury Large Cap Equity	OWACX	-10.24	11.82	12.31	11.47	6.52	6	none	0.96
American Funds Growth A	GWPAX	-18.06	8.07	8.4	10.85	—	7	5.75	0.36
MFS Aggressive Growth Allocation A	MAAGX	-9.57	8.65	9.13	10.28	8.59	4	5.75	0.38
Kinetics Global No Load	WWWEX	-10.23	9.21	10.86	9.12	7.14	9	2.00r	1.39
Goldman Sachs Tax-Advantaged Global Equity A	TAGGX	-7.6	8.33	6.94	9.12	—	4	5.50	0.5
Oppenheimer Portfolio Series Equity Investor A	OAAIX	-13.54	5.83	5.3	8.35	—	5	5.50	0.39
Putnam Global Equity Trust A	PEQUX	-15.3	3.22	4.42	7.98	6.53	5	5.75	1.1
Gabelli SRI AAA	ESGGX	-14.1	6.88	4.76	7.83	—	5	2.00r	0.9
Loomis Sayles Global Equity and Income A+	LGMAX	-15.14	4.64	6.57	7.75	9.17	3	5.75	1.13

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 July 31, 2022

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	WWNPX	5.88%	17.32%	17.95%	16.08%	12.5%	10	2.00%r	1.64%
First Eagle Global A	SGENX	-5.96	6.08	5.41	6.98	9.53	3	5.00	1.11
Loomis Sayles Global Equity and Income A+	LGMAX	-15.14	4.64	6.57	7.75	9.17	3	5.75	1.13
Wasatch World Innovators Inv	WAGTX	-44.3	0.95	2.7	7.13	9.13	10	2.00r	1.75
MFS Aggressive Growth Allocation A	MAAGX	-9.57	8.65	9.13	10.28	8.59	4	5.75	0.38
Ivy Asset Strategy A	WASAX	-10.2	5.89	6.72	5.67	8.04	3	5.75	1.11
Waddell & Reed Advisor Asset Strategy A	IWGAX	-10.57	4.86	4.41	4.92	7.73	2	5.75	0.32
BlackRock Global Allocation Inv A	MDLOX	-12.42	6.25	4.71	5.69	7.71	2	5.25	1.08
Calamos Global Growth & Income A	CVLOX	-13.34	9.22	7.3	6.84	7.23	4	4.75	1.31
Kinetics Global No Load	WWWEX	-10.23	9.21	10.86	9.12	7.14	9	2.00r	1.39

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.