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 September 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 A	SAGAX	107.45%	41.22%	30.41%	20.85%	—%	10	5.75%	1.26%
Morgan Stanley Multi Cap Growth A	CPOAX	104.76	45.42	33.68	22.96	7.49	10	5.25	1.16
Morgan Stanley Instl Growth Portfolio A	MSEGX	98.91	37.77	30.16	22.33	10.05	10	5.25	0.83
Transamerica Capital Growth A	IALAX	97.11	36.63	29.44	21.91	11.56	10	5.50	1.18
Sparrow Growth A	SGFFX	82.3	31.38	22.64	17.21	6	10	5.75	2.1
American Century Focused Dynamic Growth Inv	ACFOX	68.06	30.72	25.67	18.29	—	9	none	0.85
Lord Abbett Growth Leaders A	LGLAX	67.71	29.18	23.2	—	—	9	5.75	0.93
Fidelity Growth Company**	FDGRX	67.27	27.26	25.04	20.25	8.99	9	none	0.83
Shelton Green Alpha Fund	NEXTX	64.5	21	19.46	—	—	10	none	1.34
Fidelity Advisor Growth Opportunities A	FAGAX	63.17	34.31	27.26	21.09	8.9	9	5.75	1.1

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 September 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 A	CPOAX	104.76%	45.42%	33.68%	22.96%	7.49%	10	5.25%	1.16%
RidgeWorth Aggressive Growth Stock A	SAGAX	107.45	41.22	30.41	20.85	—	10	5.75	1.26
Morgan Stanley Instl Growth Portfolio A	MSEGX	98.91	37.77	30.16	22.33	10.05	10	5.25	0.83
Transamerica Capital Growth A	IALAX	97.11	36.63	29.44	21.91	11.56	10	5.50	1.18
Fidelity Advisor Growth Opportunities A	FAGAX	63.17	34.31	27.26	21.09	8.9	9	5.75	1.1
Sparrow Growth A	SGFFX	82.3	31.38	22.64	17.21	6	10	5.75	2.1
American Century Focused Dynamic Growth Inv	ACFOX	68.06	30.72	25.67	18.29	—	9	none	0.85
Lord Abbett Growth Leaders A	LGLAX	67.71	29.18	23.2	—	—	9	5.75	0.93
Morgan Stanley Instl Fund Advantage Portfolio A	MAPPX	54.33	28.9	23.39	19.18	—	8	5.25	1.19
Dunham Focused Large Cap Growth Fund Class A	DAFGX	51.98	28.05	20.61	—	—	9	5.75	1.58

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 September 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 A	CPOAX	104.76%	45.42%	33.68%	22.96%	7.49%	10	5.25%	1.16%
RidgeWorth Aggressive Growth Stock A	SAGAX	107.45	41.22	30.41	20.85	—	10	5.75	1.26
Morgan Stanley Instl Growth Portfolio A	MSEGX	98.91	37.77	30.16	22.33	10.05	10	5.25	0.83
Transamerica Capital Growth A	IALAX	97.11	36.63	29.44	21.91	11.56	10	5.50	1.18
Fidelity Advisor Growth Opportunities A	FAGAX	63.17	34.31	27.26	21.09	8.9	9	5.75	1.1
American Century Focused Dynamic Growth Inv	ACFOX	68.06	30.72	25.67	18.29	—	9	none	0.85
Fidelity Growth Company**	FDGRX	67.27	27.26	25.04	20.25	8.99	9	none	0.83
Franklin Templeton DynaTech A	FKDNX	47.47	26.45	24.08	18.57	9.46	8	5.50	0.85
Morgan Stanley Instl Fund Advantage Portfolio A	MAPPX	54.33	28.9	23.39	19.18	—	8	5.25	1.19
Baron Fifth Avenue Growth Retail	BFTHX	49.56	25.93	23.21	17.95	—	8	none	1

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 September 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 A	CPOAX	104.76%	45.42%	33.68%	22.96%	7.49%	10	5.25%	1.16%
Morgan Stanley Instl Growth Portfolio A	MSEGX	98.91	37.77	30.16	22.33	10.05	10	5.25	0.83
Transamerica Capital Growth A	IALAX	97.11	36.63	29.44	21.91	11.56	10	5.50	1.18
Fidelity Advisor Growth Opportunities A	FAGAX	63.17	34.31	27.26	21.09	8.9	9	5.75	1.1
RidgeWorth Aggressive Growth Stock A	SAGAX	107.45	41.22	30.41	20.85	—	10	5.75	1.26
Fidelity Growth Company**	FDGRX	67.27	27.26	25.04	20.25	8.99	9	none	0.83
Shelton Capital Nasdaq-100 Index Direct	NASDX	48.5	24.14	22.5	19.81	6.29	7	none	0.5
USAA Nasdaq-100 Index	USNQX	48.22	24.81	23.04	19.73	—	8	none	0.48
Fidelity OTC Portfolio	FOCPX	46.36	22.63	23.01	19.48	8.41	8	none	0.87
Morgan Stanley Instl Fund Advantage Portfolio A	MAPPX	54.33	28.9	23.39	19.18	—	8	5.25	1.19

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 September 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
Transamerica Capital Growth A	IALAX	97.11%	36.63%	29.44%	21.91%	11.56%	10	5.50%	1.18%
AMG Yacktman Focused S	YAFFX	3.47	8.64	10.98	10.33	11.45	3	none	1.24
AMG Yacktman Fund	YACKX	1.9	7.51	9.76	10.07	11.2	3	none	0.7
BlackRock Flexible Equity Inv A	BMCAX	33.86	18.77	17.85	12.26	10.1	7	5.25	0.87
Morgan Stanley Instl Growth Portfolio A	MSEGX	98.91	37.77	30.16	22.33	10.05	10	5.25	0.83
Parnassus Core Equity Inv	PRBLX	15.94	14.52	13.93	13.64	9.68	4	none	0.86
Fidelity Contrafund	FCNTX	35.1	18.47	17.75	15.52	9.55	7	none	0.85
Franklin Templeton DynaTech A	FKDNX	47.47	26.45	24.08	18.57	9.46	8	5.50	0.85
Mairs & Power Growth Inv	MPGFX	11.32	10.17	12.42	12.52	9.46	5	none	0.65
Matthew 25 Fund	MXXVX	3.99	7.3	12.11	13.89	9.37	10	2.00r	1.08

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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