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 July 31, 2022

Global Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Cohen & Steers Real Assets ARAPAX7.54%9.58%6.89%3.17%—%34.50%1.15%
Kinetics Paradigm No Load WWNPX5.8817.3217.9516.0812.5102.00r1.64
Wilmington Multi-Manager Real Asset AWMMRX4.937.996.13.7535.500.89
Hartford Global Real Asset AHRLAX4.287.455.121.4845.501.25
Thornburg Investor Income Builder ATIBAX-0.386.095.566.5444.501.26
Catalyst/MAP Global Balanced ITRXIX-2.13.84.055.441none0.97
Nuveen Real Asset Income ANRIAX-2.652.833.636.145.751.14
American Funds Capital Income Builder ACAIBX-35.584.616.066.925.750.59
Franklin Templeton Mutual Quest ATEQIX-3.062.071.675.476.6935.501.06
First Eagle Global Income Builder AFEBAX-3.314.994.185.6225.001.17
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
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3-YR
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5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Kinetics Paradigm No Load WWNPX5.88%17.32%17.95%16.08%12.5%102.00%r1.64%
Essex Environmental Opportunities InvEEOFX-23.5114.0710none1.24
Old Westbury Large Cap EquityOWACX-10.2411.8212.3111.476.526none0.96
Cohen & Steers Real Assets ARAPAX7.549.586.893.1734.501.15
Calamos Global Growth & Income ACVLOX-13.349.227.36.847.2344.751.31
Kinetics Global No Load WWWEX-10.239.2110.869.127.1492.00r1.39
Eventide Multi-Asset Income NETNMX-5.538.956.552none1.02
MFS Aggressive Growth Allocation AMAAGX-9.578.659.1310.288.5945.750.38
Goldman Sachs Tax-Advantaged Global Equity ATAGGX-7.68.336.949.1245.500.5
American Funds Growth AGWPAX-18.068.078.410.8575.750.36
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 WWNPX5.88%17.32%17.95%16.08%12.5%102.00%r1.64%
Old Westbury Large Cap EquityOWACX-10.2411.8212.3111.476.526none0.96
Kinetics Global No Load WWWEX-10.239.2110.869.127.1492.00r1.39
MFS Aggressive Growth Allocation AMAAGX-9.578.659.1310.288.5945.750.38
FundX Sustainable Impact FundSRIFX-10.796.868.624none1.35
American Funds Growth AGWPAX-18.068.078.410.8575.750.36
Calamos Global Growth & Income ACVLOX-13.349.227.36.847.2344.751.31
Goldman Sachs Tax-Advantaged Global Equity ATAGGX-7.68.336.949.1245.500.5
Cohen & Steers Real Assets ARAPAX7.549.586.893.1734.501.15
Ivy Asset Strategy AWASAX-10.25.896.725.678.0435.751.11
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 WWNPX5.88%17.32%17.95%16.08%12.5%102.00%r1.64%
Old Westbury Large Cap EquityOWACX-10.2411.8212.3111.476.526none0.96
American Funds Growth AGWPAX-18.068.078.410.8575.750.36
MFS Aggressive Growth Allocation AMAAGX-9.578.659.1310.288.5945.750.38
Kinetics Global No Load WWWEX-10.239.2110.869.127.1492.00r1.39
Goldman Sachs Tax-Advantaged Global Equity ATAGGX-7.68.336.949.1245.500.5
Oppenheimer Portfolio Series Equity Investor A OAAIX-13.545.835.38.3555.500.39
Putnam Global Equity Trust APEQUX-15.33.224.427.986.5355.751.1
Gabelli SRI AAAESGGX-14.16.884.767.8352.00r0.9
Loomis Sayles Global Equity and Income A+LGMAX-15.144.646.577.759.1735.751.13
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 WWNPX5.88%17.32%17.95%16.08%12.5%102.00%r1.64%
First Eagle Global ASGENX-5.966.085.416.989.5335.001.11
Loomis Sayles Global Equity and Income A+LGMAX-15.144.646.577.759.1735.751.13
Wasatch World Innovators InvWAGTX-44.30.952.77.139.13102.00r1.75
MFS Aggressive Growth Allocation AMAAGX-9.578.659.1310.288.5945.750.38
Ivy Asset Strategy AWASAX-10.25.896.725.678.0435.751.11
Waddell & Reed Advisor Asset Strategy AIWGAX-10.574.864.414.927.7325.750.32
BlackRock Global Allocation Inv AMDLOX-12.426.254.715.697.7125.251.08
Calamos Global Growth & Income ACVLOX-13.349.227.36.847.2344.751.31
Kinetics Global No Load WWWEX-10.239.2110.869.127.1492.00r1.39
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.