Top-Performing Mutual Funds by Category
Tool

Top-Performing Mutual Funds by Category

Large-Company 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

Large-Company 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
RidgeWorth Aggressive Growth Stock ASAGAX48.82%34.27%23.49%20.58%—%105.75%1.26%
Morgan Stanley Multi Cap Growth ACPOAX48.5737.9826.6722.786.76105.251.16
Morgan Stanley Instl Growth Portfolio AMSEGX45.9831.1623.6821.888.89105.250.83
Transamerica Capital Growth AIALAX44.7630.1923.121.8210.57105.501.18
Fidelity Growth Company**FDGRX40.2123.4919.2419.988.259none0.83
American Century Focused Dynamic Growth InvACFOX38.1326.9418.8817.748none0.89
Fidelity Advisor Growth Opportunities AFAGAX35.5829.5821.2820.827.8585.751.1
Shelton Capital Nasdaq-100 Index DirectNASDX33.2521.7418.4820.055.387none0.5
USAA Nasdaq-100 IndexUSNQX33.2422.3718.9919.997none0.48
Lord Abbett Growth Leaders ALGLAX32.6824.5517.5285.750.93
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

Large-Company 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
Morgan Stanley Multi Cap Growth ACPOAX48.57%37.98%26.67%22.78%6.76%105.25%1.16%
RidgeWorth Aggressive Growth Stock ASAGAX48.8234.2723.4920.58105.751.26
Morgan Stanley Instl Growth Portfolio AMSEGX45.9831.1623.6821.888.89105.250.83
Transamerica Capital Growth AIALAX44.7630.1923.121.8210.57105.501.18
Fidelity Advisor Growth Opportunities AFAGAX35.5829.5821.2820.827.8585.751.1
Sparrow Growth ASGFFX28.6527.7315.216.115.42105.752.1
American Century Focused Dynamic Growth InvACFOX38.1326.9418.8817.748none0.89
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX31.7724.9719.6819.0685.251.19
Franklin Templeton DynaTech AFKDNX27.6924.6219.4618.878.6685.500.85
Lord Abbett Growth Leaders ALGLAX32.6824.5517.5285.750.93
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

Large-Company 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
Morgan Stanley Multi Cap Growth ACPOAX48.57%37.98%26.67%22.78%6.76%105.25%1.16%
Morgan Stanley Instl Growth Portfolio AMSEGX45.9831.1623.6821.888.89105.250.83
RidgeWorth Aggressive Growth Stock ASAGAX48.8234.2723.4920.58105.751.26
Transamerica Capital Growth AIALAX44.7630.1923.121.8210.57105.501.18
Fidelity Advisor Growth Opportunities AFAGAX35.5829.5821.2820.827.8585.751.1
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX31.7724.9719.6819.0685.251.19
Franklin Templeton DynaTech AFKDNX27.6924.6219.4618.878.6685.500.85
Fidelity Growth Company**FDGRX40.2123.4919.2419.988.259none0.83
USAA Nasdaq-100 IndexUSNQX33.2422.3718.9919.997none0.48
American Century Focused Dynamic Growth InvACFOX38.1326.9418.8817.748none0.89
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

Large-Company 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 Multi Cap Growth ACPOAX48.57%37.98%26.67%22.78%6.76%105.25%1.16%
Morgan Stanley Instl Growth Portfolio AMSEGX45.9831.1623.6821.888.89105.250.83
Transamerica Capital Growth AIALAX44.7630.1923.121.8210.57105.501.18
Fidelity Advisor Growth Opportunities AFAGAX35.5829.5821.2820.827.8585.751.1
RidgeWorth Aggressive Growth Stock ASAGAX48.8234.2723.4920.58105.751.26
Shelton Capital Nasdaq-100 Index DirectNASDX33.2521.7418.4820.055.387none0.5
USAA Nasdaq-100 IndexUSNQX33.2422.3718.9919.997none0.48
Fidelity Growth Company**FDGRX40.2123.4919.2419.988.259none0.83
Fidelity OTC PortfolioFOCPX29.1819.6218.2519.57.518none0.88
Edgewood Growth RetailEGFFX25.2919.5217.9219.55none1.4
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

Large-Company 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
AMG Yacktman Focused SYAFFX-2.68%7.22%8.51%10.81%11.65%3none%1.24%
AMG Yacktman FundYACKX-3.576.277.4710.5511.23none0.7
Transamerica Capital Growth AIALAX44.7630.1923.121.8210.57105.501.18
BlackRock Flexible Equity Inv ABMCAX20.1516.7213.7212.0910.1165.250.87
Mairs & Power Growth InvMPGFX5.278.18.9212.629.235none0.65
Franklin Templeton Rising Dividends AFRDPX2.449.439.2912.19.0455.500.87
Fidelity ContrafundFCNTX17.9116.4214.0515.5796none0.85
Parnassus Core Equity InvPRBLX6.4811.6910.613.418.943none0.86
Matthew 25 FundMXXVX-5.545.316.4513.858.91102.00r1.08
Morgan Stanley Instl Growth Portfolio AMSEGX45.9831.1623.6821.888.89105.250.83
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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