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 June 30, 2020

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
Baron Global Advantage Retail	BGAFX	45.53%	30.68%	20.94%	—%	—%	9	none%	1.15%
Morgan Stanley Instl Fund Global Advantage A	MIGPX	40.7	24.92	18.7	—	—	9	5.25	1.41
ATAC Inflation Rotation Fund Investor Class Shares	ATACX	38.12	16.57	12.99	—	—	8	none	1.75
Oppenheimer Global Value A	GLVAX	33.03	16.02	11.95	13.2	—	8	5.50	1.27
Prudential Jennison Global Opportunities A	PRJAX	32.49	22.71	16.35	—	—	8	5.50	1.08
Morgan Stanley Institutional Global Opportunity A	MGGPX	24.69	20.19	17.87	18.54	—	6	5.25	1.22
Columbia Select Global Growth A	COGAX	23.95	13.17	10.12	13.2	—	9	5.75	1.3
T. Rowe Price Global Stock	PRGSX	22.87	16.76	15.09	14.65	6.97	7	none	0.82
Artisan Global Discovery Inv	APFDX	22.65	—	—	—	—	9	none	1.4
Marsico Global	MGLBX	22.56	17.8	12.97	14.69	—	7	none	1.41

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 June 30, 2020

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
Baron Global Advantage Retail	BGAFX	45.53%	30.68%	20.94%	—%	—%	9	none%	1.15%
Morgan Stanley Instl Fund Global Advantage A	MIGPX	40.7	24.92	18.7	—	—	9	5.25	1.41
Prudential Jennison Global Opportunities A	PRJAX	32.49	22.71	16.35	—	—	8	5.50	1.08
Morgan Stanley Institutional Global Opportunity A	MGGPX	24.69	20.19	17.87	18.54	—	6	5.25	1.22
Marsico Global	MGLBX	22.56	17.8	12.97	14.69	—	7	none	1.41
Polen Global Growth Inv	PGIRX	15.45	16.92	14.61	—	—	4	2.00r	1.35
T. Rowe Price Global Stock	PRGSX	22.87	16.76	15.09	14.65	6.97	7	none	0.82
ATAC Inflation Rotation Fund Investor Class Shares	ATACX	38.12	16.57	12.99	—	—	8	none	1.75
Oppenheimer Global Value A	GLVAX	33.03	16.02	11.95	13.2	—	8	5.50	1.27
GAMCO Global Growth AAA	GICPX	16.69	15.79	11.75	13.31	4.22	4	2.00r	1.22

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 June 30, 2020

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
Baron Global Advantage Retail	BGAFX	45.53%	30.68%	20.94%	—%	—%	9	none%	1.15%
Morgan Stanley Instl Fund Global Advantage A	MIGPX	40.7	24.92	18.7	—	—	9	5.25	1.41
Morgan Stanley Institutional Global Opportunity A	MGGPX	24.69	20.19	17.87	18.54	—	6	5.25	1.22
Prudential Jennison Global Opportunities A	PRJAX	32.49	22.71	16.35	—	—	8	5.50	1.08
T. Rowe Price Global Stock	PRGSX	22.87	16.76	15.09	14.65	6.97	7	none	0.82
Polen Global Growth Inv	PGIRX	15.45	16.92	14.61	—	—	4	2.00r	1.35
American Beacon SGA Global Growth Inv	SGAPX	14.46	15.58	14.33	—	—	4	none	1.19
WCM Focused Global Growth Inv	WFGGX	13.98	15.06	13.63	—	—	4	none	1.4
ATAC Inflation Rotation Fund Investor Class Shares	ATACX	38.12	16.57	12.99	—	—	8	none	1.75
Artisan Global Opportunities Fund Inv	ARTRX	21.85	14.55	12.98	15.44	—	5	none	1.15

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 June 30, 2020

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
Morgan Stanley Institutional Global Opportunity A	MGGPX	24.69%	20.19%	17.87%	18.54%	—%	6	5.25%	1.22%
Artisan Global Opportunities Fund Inv	ARTRX	21.85	14.55	12.98	15.44	—	5	none	1.15
Guinness Atkinson Global Innovators Fund	IWIRX	20.65	12.03	11.78	15.33	5.16	7	none	1.24
Marsico Global	MGLBX	22.56	17.8	12.97	14.69	—	7	none	1.41
T. Rowe Price Global Stock	PRGSX	22.87	16.76	15.09	14.65	6.97	7	none	0.82
Artisan Global Equity Inv	ARTHX	11.04	14.46	9.58	13.91	—	4	none	1.38
Harbor Global Growth Inv	HGGIX	11.05	15.69	11.16	13.69	—	5	none	1.25
GAMCO Global Growth AAA	GICPX	16.69	15.79	11.75	13.31	4.22	4	2.00r	1.22
Wasatch World Innovators Inv	WAGTX	19.39	11.58	10.49	13.29	—	9	2.00r	1.75
Oppenheimer Global Value A	GLVAX	33.03	16.02	11.95	13.2	—	8	5.50	1.27

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 June 30, 2020

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
First Eagle Global A	SGENX	-2.54%	2.49%	4.42%	7.23%	9.56%	3	5.00%	1.11%
Kinetics Paradigm No Load	WWNPX	-16.65	6.82	6.87	10.61	9.43	10	2.00r	1.64
FPA Paramount	FPRAX	3.94	7.06	7.42	9.85	9.02	5	none	1.29
Oakmark Global Fund Inv	OAKGX	-13.08	-2.16	0.77	6.8	8.64	10	none	1.17
Vanguard Global Equity Inv	VHGEX	4.64	7.75	8.01	10.79	7.73	5	none	0.48
Loomis Sayles Global Equity and Income A+	LGMAX	6.38	8.98	8.15	10.07	7.64	3	5.75	1.16
Polaris Global Value Fund	PGVFX	-12.67	-1.68	2.29	8.98	7.32	8	1.00r	0.99
American Funds Capital World Growth and Income A	CWGIX	2.19	5.31	5.96	9.22	7.31	4	5.75	0.77
American Funds New Perspective A	ANWPX	10.75	10.94	10.18	12.02	7.12	5	5.75	0.75
Columbia Global Dividend Opportunity A	CSVAX	-7.59	0.4	2.17	6.09	7.11	4	5.75	1.25

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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