Top-Performing Mutual Funds by Category
Tool

Top-Performing Mutual Funds by Category

Midsize-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, 2021

Midsize-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
Hotchkis & Wiley Mid-Cap Value AHWMAX38.94%16.23%6.32%11.53%9.4%105.25%1.23%
Nuveen Mid Cap Value AFASEX36.4820.4912.6712.969.5295.751.17
AllianceBernstein Discovery Value AABASX35.4418.79.8312.6510.12104.251.15
Victory Special Value ASSVSX35.4425.2416.5212.699.1575.751.23
Fidelity ValueFDVLX35.3824.8913.2414.29.8910none0.79
Fidelity Advisor Value AFAVFX34.7624.6812.8713.75105.751.2
BMO Mid-Cap Value ABAMCX34.7117.69.512.288.66105.001.24
Prudential Mid Cap Value A+SPRAX34.2714.546.2110.668.61105.501.13
Fidelity Mid Cap ValueFSMVX3418.699.6912.659.359none0.43
Fidelity Advisor Mid Cap Value AFMPAX33.618.349.3612.319.0595.750.72
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, 2021

Midsize-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
Baron Partners RetailBPTRX31.39%67.92%43.58%27.89%—%10none%1.56%
Baron Focused Growth RetailBFGFX18.8350.8635.1120.7610none1.35
Baron Opportunity RetailBIOPX12.0143.6835.1120.8914.668none1.31
Needham GrowthNEEGX27.6837.0220.1215.8310.197none1.85
Legg Mason ClearBridge Select ALCLAX19.9936.231.0295.751.35
AllianzGI Mid-Cap ARMDAX15.5736.0922.8117.1710.1685.501.06
Emerald Insights Fund InvEFCNX23.1735.9322.819none1.4
Artisan Mid Cap Inv**ARTMX10.3434.2522.8517.2611.518none1.18
Delaware Smid Cap Growth A**DFCIX-8.433.9626.618.212.17105.751.05
Ivy Mid Cap Growth AWMGAX16.5233.6324.816.9111.5483.501.16
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, 2021

Midsize-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
Baron Partners RetailBPTRX31.39%67.92%43.58%27.89%—%10none%1.56%
Baron Opportunity RetailBIOPX12.0143.6835.1120.8914.668none1.31
Baron Focused Growth RetailBFGFX18.8350.8635.1120.7610none1.35
Legg Mason ClearBridge Select ALCLAX19.9936.231.0295.751.35
Virtus Mid-Cap Growth APHSKX1.2233.5227.8618.228.8595.501.28
Delaware Smid Cap Growth A**DFCIX-8.433.9626.618.212.17105.751.05
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX14.1931.2625.4919.3610.985.251.05
Alger SMid Cap Growth AALMAX5.5732.0724.9417.1105.251.2
Ivy Mid Cap Growth AWMGAX16.5233.6324.816.9111.5483.501.16
Eventide Gilead NETGLX11.4332.2524.5320.29none1.31
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, 2021

Midsize-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
Baron Partners RetailBPTRX31.39%67.92%43.58%27.89%—%10none%1.56%
Baron Opportunity RetailBIOPX12.0143.6835.1120.8914.668none1.31
Baron Focused Growth RetailBFGFX18.8350.8635.1120.7610none1.35
Eventide Gilead NETGLX11.4332.2524.5320.29none1.31
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX14.1931.2625.4919.3610.985.251.05
Primecap Odyssey Aggressive GrowthPOAGX9.3820.3416.7218.678none0.64
Akre Focus RetailAKREX24.1926.3822.6218.5641.00r1.3
Legg Mason Opportunity ALGOAX-3.2421.5615.3318.298.43105.751.28
Virtus Mid-Cap Growth APHSKX1.2233.5227.8618.228.8595.501.28
Delaware Smid Cap Growth A**DFCIX-8.433.9626.618.212.17105.751.05
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, 2021

Midsize-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
Baron Opportunity RetailBIOPX12.01%43.68%35.11%20.89%14.66%8none%1.31%
Fidelity Leveraged Company Stock FundFLVCX26.1629.4317.0115.0513.610none0.75
Fidelity Advisor Leveraged Company Stock AFLSAX25.1527.8315.5214.6613.33105.751.05
Hennessy Focus InvHFCSX31.5523.2414.8514.3813.049none1.51
Principal MidCap APEMGX24.9728.0619.5517.0212.4985.500.93
Dreyfus/Boston Co Small/Mid Cap Growth ADBMAX-4.3630.6822.5517.3612.29105.750.95
Wells Fargo Discovery AWFDAX-5.0528.8420.7216.2212.2105.751.18
Delaware Smid Cap Growth A**DFCIX-8.433.9626.618.212.17105.751.05
T. Rowe Price Mid-Cap Growth**RPMGX15.0623.418.1116.4711.97none0.73
Baron Growth RetailBGRFX19.8430.6322.4116.7111.719none1.29
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.
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