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 Select Category of Mutual Funds Top-Performing Alternative Funds Top-Performing Diversified Emerging-Markets Funds Top-Performing Global Stock Funds Top-Performing Hybrid Funds Top-Performing International Diversified Large-Company Funds Top-Performing Large-Company Stock Funds Top-Performing Midsize-Company Stock Funds Top-Performing Regional and Single-Country Funds Top-Performing Sector Funds Top-Performing Small- and Midsize-Company International Funds Top-Performing Small-Company Stock Funds Top-Performing Target Date Funds Data through May 31, 2022Large-Company Stock Funds - 1 year FUND NAME SYMBOL 1-YRRETURN 3-YRRETURN 5-YRRETURN 10-YRRETURN 20-YRRETURN VOL RANK MAX. SALES CHARGE EXPENSE RATIO Centre American Select Equity InvDHAMX20.34%26.27%17.93%14.76%—%32.00%r1.46% Federated Strategic Value Dividend ASVAAX17.7611.77.169.86—35.501.05 Integrity Dividend Harvest AIDIVX16.9113.9210.2511.6—35.000.95 Hennessy Cornerstone Value InvHFCVX16.2515.4310.6511.387.46none1.23 Voya Corporate Leaders Trust BLEXCX12.7915.1312.1911.939.728none0.51 BNY Mellon Income Stock InvestorMIISX11.6416.0811.4913.38.258none1.08 City National Rochdale Dividend & Income NRIMHX11.559.136.448.886.63none1.15 Muhlenkamp FundMUHLX11.4919.7711.249.25.316none1.1 CGM FocusCGMFX11.2311.590.766.55.9810none1.2 Smead Value Fund InvSMVLX10.6618.8114.9315.45—9none1.19 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 May 31, 2022Large-Company Stock Funds - 3 years FUND NAME SYMBOL 1-YRRETURN 3-YRRETURN 5-YRRETURN 10-YRRETURN 20-YRRETURN VOL RANK MAX. SALES CHARGE EXPENSE RATIO Shelton Green Alpha FundNEXTX-16.37%29.85%18.06%—%—%10none%1.16% Centre American Select Equity InvDHAMX20.3426.2717.9314.76—32.00r1.46 HCM Dividend Sector Plus AHCMNX1.6823.5813.75——85.751.64 Fidelity Growth Company**FDGRX-16.7822.0518.1218.0512.89none0.79 Parnassus EndeavorPARWX-5.7721.9114.0116.53—8none0.9 Shelton Capital Nasdaq-100 Index DirectNASDX-7.3721.6917.2318.1712.878none0.5 USAA Nasdaq-100 IndexUSNQX-7.3721.5617.4718.1812.658none0.42 Christopher Weil & Company Core Investment FundCWCFX-5.6420.5914.9112.94—6none1.1 Rydex Nasdaq-100 HRYHOX-8.4520.116.116.9411.698none1.59 Forum Fds Payson Total ReturnPBFDX3.2719.9215.6313.257.996none0.82 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 May 31, 2022Large-Company Stock Funds - 5 years FUND NAME SYMBOL 1-YRRETURN 3-YRRETURN 5-YRRETURN 10-YRRETURN 20-YRRETURN VOL RANK MAX. SALES CHARGE EXPENSE RATIO Fidelity Advisor Growth Opportunities AFAGAX-24.48%17.22%19.55%17.48%10.55%105.75%1.04% Artisan Thematic InvARTTX-9.0913.6418.14——7none1.25 Fidelity Growth Company**FDGRX-16.7822.0518.1218.0512.89none0.79 Shelton Green Alpha FundNEXTX-16.3729.8518.06——10none1.16 JPMorgan Large Cap Growth AOLGAX-10.519.3718.0416.0910.6185.250.93 Centre American Select Equity InvDHAMX20.3426.2717.9314.76—32.00r1.46 Eaton Vance-Atlanta Capital Focused Growth A+EAALX-2.2116.2817.715.128.8955.251.03 USAA Nasdaq-100 IndexUSNQX-7.3721.5617.4718.1812.658none0.42 Fidelity Focused StockFTQGX-4.816.7517.4615.389.867none0.86 T. Rowe Price New America GrowthPRWAX-9.119.917.4617.1511.437none0.76 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 May 31, 2022Large-Company Stock Funds - 10 years FUND NAME SYMBOL 1-YRRETURN 3-YRRETURN 5-YRRETURN 10-YRRETURN 20-YRRETURN VOL RANK MAX. SALES CHARGE EXPENSE RATIO Fidelity OTC PortfolioFOCPX-13.91%18.63%15.81%18.37%12.7%8none%0.8% USAA Nasdaq-100 IndexUSNQX-7.3721.5617.4718.1812.658none0.42 Shelton Capital Nasdaq-100 Index DirectNASDX-7.3721.6917.2318.1712.878none0.5 Fidelity Growth Company**FDGRX-16.7822.0518.1218.0512.89none0.79 Fidelity Advisor Growth Opportunities AFAGAX-24.4817.2219.5517.4810.55105.751.04 Fidelity Blue Chip GrowthFBGRX-18.4419.0916.7617.310.529none0.78 T. Rowe Price New America GrowthPRWAX-9.119.917.4617.1511.437none0.76 Rydex Nasdaq-100 HRYHOX-8.4520.116.116.9411.698none1.59 JPMorgan Growth Advantage AVHIAX-11.2819.5617.2916.9412.1685.251.13 Fidelity Nasdaq Composite IndexFNCMX-11.4118.3615.1616.71—8none0.29 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 May 31, 2022Large-Company Stock Funds - 20 years FUND NAME SYMBOL 1-YRRETURN 3-YRRETURN 5-YRRETURN 10-YRRETURN 20-YRRETURN VOL RANK MAX. SALES CHARGE EXPENSE RATIO Shelton Capital Nasdaq-100 Index DirectNASDX-7.37%21.69%17.23%18.17%12.87%8none%0.5% Fidelity Growth Company**FDGRX-16.7822.0518.1218.0512.89none0.79 Fidelity OTC PortfolioFOCPX-13.9118.6315.8118.3712.78none0.8 USAA Nasdaq-100 IndexUSNQX-7.3721.5617.4718.1812.658none0.42 JPMorgan Growth Advantage AVHIAX-11.2819.5617.2916.9412.1685.251.13 Amana GrowthAMAGX-0.6218.9517.1514.9811.825none0.96 Vanguard Capital Opportunity InvVHCOX-7.6715.6812.3316.3211.725none0.43 Rydex Nasdaq-100 HRYHOX-8.4520.116.116.9411.698none1.59 T. Rowe Price New America GrowthPRWAX-9.119.917.4617.1511.437none0.76 ProFunds NASDAQ-100 InvestorOTPIX-9.3819.0215.3516.2211.298none1.48 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.