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 December 31, 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	119.1%	49.17%	34.15%	21.92%	—%	10	5.75%	1.26%
Morgan Stanley Multi Cap Growth A	CPOAX	116.01	47.7	35.56	23.14	10.86	10	5.25	1.16
Morgan Stanley Instl Growth Portfolio A	MSEGX	115.09	41.56	31.82	22.8	11.82	10	5.25	0.83
Shelton Green Alpha Fund	NEXTX	113.87	35.59	25.32	—	—	10	none	1.28
Transamerica Capital Growth A	IALAX	111.61	40.01	30.8	21.88	12.38	10	5.50	1.18
Sparrow Growth A	SGFFX	97.82	38.94	27.47	18.32	7.9	10	5.75	2.02
Taylor Frigon Core Growth	TFCGX	79.54	33.41	—	—	—	10	2.00r	1.45
Lord Abbett Growth Leaders A	LGLAX	77.04	33.19	25.54	—	—	8	5.75	0.93
Morgan Stanley Instl Fund Advantage Portfolio A	MAPPX	74.27	31.49	25.12	19.9	—	8	5.25	1.19
American Century Focused Dynamic Growth Inv	ACFOX	73.3	34.66	28.27	19.26	—	9	none	0.85

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 December 31, 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
RidgeWorth Aggressive Growth Stock A	SAGAX	119.1%	49.17%	34.15%	21.92%	—%	10	5.75%	1.26%
Morgan Stanley Multi Cap Growth A	CPOAX	116.01	47.7	35.56	23.14	10.86	10	5.25	1.16
Morgan Stanley Instl Growth Portfolio A	MSEGX	115.09	41.56	31.82	22.8	11.82	10	5.25	0.83
Transamerica Capital Growth A	IALAX	111.61	40.01	30.8	21.88	12.38	10	5.50	1.18
Fidelity Advisor Growth Opportunities A	FAGAX	68.6	39.21	29.42	21.55	10.49	9	5.75	1.1
Sparrow Growth A	SGFFX	97.82	38.94	27.47	18.32	7.9	10	5.75	2.02
Shelton Green Alpha Fund	NEXTX	113.87	35.59	25.32	—	—	10	none	1.28
American Century Focused Dynamic Growth Inv	ACFOX	73.3	34.66	28.27	19.26	—	9	none	0.85
Taylor Frigon Core Growth	TFCGX	79.54	33.41	—	—	—	10	2.00r	1.45
Lord Abbett Growth Leaders A	LGLAX	77.04	33.19	25.54	—	—	8	5.75	0.93

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 December 31, 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	116.01%	47.7%	35.56%	23.14%	10.86%	10	5.25%	1.16%
RidgeWorth Aggressive Growth Stock A	SAGAX	119.1	49.17	34.15	21.92	—	10	5.75	1.26
Morgan Stanley Instl Growth Portfolio A	MSEGX	115.09	41.56	31.82	22.8	11.82	10	5.25	0.83
Transamerica Capital Growth A	IALAX	111.61	40.01	30.8	21.88	12.38	10	5.50	1.18
Fidelity Advisor Growth Opportunities A	FAGAX	68.6	39.21	29.42	21.55	10.49	9	5.75	1.1
American Century Focused Dynamic Growth Inv	ACFOX	73.3	34.66	28.27	19.26	—	9	none	0.85
Sparrow Growth A	SGFFX	97.82	38.94	27.47	18.32	7.9	10	5.75	2.02
Fidelity Growth Company**	FDGRX	67.51	30.33	26.27	20.59	10.73	9	none	0.83
Franklin Templeton DynaTech A	FKDNX	57.68	30.27	25.54	19.01	11.13	7	5.50	0.84
Lord Abbett Growth Leaders A	LGLAX	77.04	33.19	25.54	—	—	8	5.75	0.93

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 December 31, 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	116.01%	47.7%	35.56%	23.14%	10.86%	10	5.25%	1.16%
Morgan Stanley Instl Growth Portfolio A	MSEGX	115.09	41.56	31.82	22.8	11.82	10	5.25	0.83
RidgeWorth Aggressive Growth Stock A	SAGAX	119.1	49.17	34.15	21.92	—	10	5.75	1.26
Transamerica Capital Growth A	IALAX	111.61	40.01	30.8	21.88	12.38	10	5.50	1.18
Fidelity Advisor Growth Opportunities A	FAGAX	68.6	39.21	29.42	21.55	10.49	9	5.75	1.1
Fidelity Growth Company**	FDGRX	67.51	30.33	26.27	20.59	10.73	9	none	0.83
Shelton Capital Nasdaq-100 Index Direct	NASDX	48.59	26.6	23.17	20.01	9.22	7	none	0.5
USAA Nasdaq-100 Index	USNQX	48.3	27.04	23.68	19.94	8.98	7	none	0.48
Morgan Stanley Instl Fund Advantage Portfolio A	MAPPX	74.27	31.49	25.12	19.9	—	8	5.25	1.19
Fidelity OTC Portfolio	FOCPX	46.79	25.53	23.1	19.48	10.98	8	none	0.87

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 December 31, 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	111.61%	40.01%	30.8%	21.88%	12.38%	10	5.50%	1.18%
AMG Yacktman Focused S	YAFFX	17.25	12.85	13.93	11.77	12.06	3	none	1.24
Morgan Stanley Instl Growth Portfolio A	MSEGX	115.09	41.56	31.82	22.8	11.82	10	5.25	0.83
AMG Yacktman Fund	YACKX	15.28	11.68	12.86	11.39	11.6	3	none	0.7
Franklin Templeton DynaTech A	FKDNX	57.68	30.27	25.54	19.01	11.13	7	5.50	0.84
Fidelity OTC Portfolio	FOCPX	46.79	25.53	23.1	19.48	10.98	8	none	0.87
Morgan Stanley Multi Cap Growth A	CPOAX	116.01	47.7	35.56	23.14	10.86	10	5.25	1.16
Fidelity Growth Company**	FDGRX	67.51	30.33	26.27	20.59	10.73	9	none	0.83
Fidelity Advisor Growth Opportunities A	FAGAX	68.6	39.21	29.42	21.55	10.49	9	5.75	1.1
Fidelity Contrafund	FCNTX	32.5	19.01	18.16	15.39	10.36	6	none	0.85

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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Top-Performing Mutual Funds by Category

Large-Company Stock Funds

Large-Company Stock Funds - 1 year

Large-Company Stock Funds - 3 years

Large-Company Stock Funds - 5 years

Large-Company Stock Funds - 10 years

Large-Company Stock Funds - 20 years

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