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 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 RetailBGAFX45.53%30.68%20.94%—%—%9none%1.15%
Morgan Stanley Instl Fund Global Advantage AMIGPX40.724.9218.795.251.41
ATAC Inflation Rotation Fund Investor Class SharesATACX38.1216.5712.998none1.75
Oppenheimer Global Value AGLVAX33.0316.0211.9513.285.501.27
Prudential Jennison Global Opportunities APRJAX32.4922.7116.3585.501.08
Morgan Stanley Institutional Global Opportunity AMGGPX24.6920.1917.8718.5465.251.22
Columbia Select Global Growth ACOGAX23.9513.1710.1213.295.751.3
T. Rowe Price Global StockPRGSX22.8716.7615.0914.656.977none0.82
Artisan Global Discovery InvAPFDX22.659none1.4
Marsico GlobalMGLBX22.5617.812.9714.697none1.41
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 RetailBGAFX45.53%30.68%20.94%—%—%9none%1.15%
Morgan Stanley Instl Fund Global Advantage AMIGPX40.724.9218.795.251.41
Prudential Jennison Global Opportunities APRJAX32.4922.7116.3585.501.08
Morgan Stanley Institutional Global Opportunity AMGGPX24.6920.1917.8718.5465.251.22
Marsico GlobalMGLBX22.5617.812.9714.697none1.41
Polen Global Growth InvPGIRX15.4516.9214.6142.00r1.35
T. Rowe Price Global StockPRGSX22.8716.7615.0914.656.977none0.82
ATAC Inflation Rotation Fund Investor Class SharesATACX38.1216.5712.998none1.75
Oppenheimer Global Value AGLVAX33.0316.0211.9513.285.501.27
GAMCO Global Growth AAAGICPX16.6915.7911.7513.314.2242.00r1.22
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 RetailBGAFX45.53%30.68%20.94%—%—%9none%1.15%
Morgan Stanley Instl Fund Global Advantage AMIGPX40.724.9218.795.251.41
Morgan Stanley Institutional Global Opportunity AMGGPX24.6920.1917.8718.5465.251.22
Prudential Jennison Global Opportunities APRJAX32.4922.7116.3585.501.08
T. Rowe Price Global StockPRGSX22.8716.7615.0914.656.977none0.82
Polen Global Growth InvPGIRX15.4516.9214.6142.00r1.35
American Beacon SGA Global Growth InvSGAPX14.4615.5814.334none1.19
WCM Focused Global Growth InvWFGGX13.9815.0613.634none1.4
ATAC Inflation Rotation Fund Investor Class SharesATACX38.1216.5712.998none1.75
Artisan Global Opportunities Fund InvARTRX21.8514.5512.9815.445none1.15
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 AMGGPX24.69%20.19%17.87%18.54%—%65.25%1.22%
Artisan Global Opportunities Fund InvARTRX21.8514.5512.9815.445none1.15
Guinness Atkinson Global Innovators FundIWIRX20.6512.0311.7815.335.167none1.24
Marsico GlobalMGLBX22.5617.812.9714.697none1.41
T. Rowe Price Global StockPRGSX22.8716.7615.0914.656.977none0.82
Artisan Global Equity InvARTHX11.0414.469.5813.914none1.38
Harbor Global Growth InvHGGIX11.0515.6911.1613.695none1.25
GAMCO Global Growth AAAGICPX16.6915.7911.7513.314.2242.00r1.22
Wasatch World Innovators InvWAGTX19.3911.5810.4913.2992.00r1.75
Columbia Select Global Growth ACOGAX23.9513.1710.1213.295.751.3
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 ASGENX-2.54%2.49%4.42%7.23%9.56%35.00%1.11%
Kinetics Paradigm No Load WWNPX-16.656.826.8710.619.43102.00r1.64
FPA ParamountFPRAX3.947.067.429.859.025none1.29
Oakmark Global Fund InvOAKGX-13.08-2.160.776.88.6410none1.17
Vanguard Global Equity InvVHGEX4.647.758.0110.797.735none0.48
Loomis Sayles Global Equity and Income A+LGMAX6.388.988.1510.077.6435.751.16
Polaris Global Value FundPGVFX-12.67-1.682.298.987.3281.00r0.99
American Funds Capital World Growth and Income ACWGIX2.195.315.969.227.3145.750.77
American Funds New Perspective AANWPX10.7510.9410.1812.027.1255.750.75
Columbia Global Dividend Opportunity ACSVAX-7.590.42.176.097.1145.751.25
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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