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 June 30, 2020

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
Baron Opportunity RetailBIOPX41.91%29.36%20.09%17.53%9.62%8none%1.34%
Baron Partners RetailBPTRX36.8419.8816.1718.0310none2.22
Baron Focused Growth RetailBFGFX34.3718.6612.9613.7710none1.35
Virtus Mid-Cap Growth APHSKX32.8629.2920.4517.263.5785.751.4
Dreyfus/Boston Co Small/Mid Cap Growth ADBMAX32.2123.5316.1517.718.14105.750.98
Delaware Smid Cap Growth A**DFCIX31.9628.2717.2918.458.36105.751.1
Legg Mason ClearBridge Select ALCLAX28.4825.4119.0395.751.47
Tocqueville OpportunityTOPPX26.6522.112.916.779.0210none1.28
Huntington Situs Investment A HSUAX26.3917.819.7212.244.751.41
Artisan Mid Cap Inv**ARTMX25.2118.9513.2416.239.328none1.19
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 June 30, 2020

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 Opportunity RetailBIOPX41.91%29.36%20.09%17.53%9.62%8none%1.34%
Virtus Mid-Cap Growth APHSKX32.8629.2920.4517.263.5785.751.4
Delaware Smid Cap Growth A**DFCIX31.9628.2717.2918.458.36105.751.1
Legg Mason ClearBridge Select ALCLAX28.4825.4119.0395.751.47
Dreyfus/Boston Co Small/Mid Cap Growth ADBMAX32.2123.5316.1517.718.14105.750.98
Tocqueville OpportunityTOPPX26.6522.112.916.779.0210none1.28
Akre Focus RetailAKREX15.3521.7416.3118.0131.00r1.32
DF Dent Premier GrowthDFDPX16.8220.9315.8816.327none1.07
Alger SMid Cap Growth AALMAX18.4320.7814.6415.22105.251.31
Harbor Mid Cap Growth Fund InvHIMGX22.0120.2414.3115.539none1.26
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

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
Virtus Mid-Cap Growth APHSKX32.86%29.29%20.45%17.26%3.57%85.75%1.4%
Baron Opportunity RetailBIOPX41.9129.3620.0917.539.628none1.34
Legg Mason ClearBridge Select ALCLAX28.4825.4119.0395.751.47
Delaware Smid Cap Growth A**DFCIX31.9628.2717.2918.458.36105.751.1
Akre Focus RetailAKREX15.3521.7416.3118.0131.00r1.32
Baron Partners RetailBPTRX36.8419.8816.1718.0310none2.22
Dreyfus/Boston Co Small/Mid Cap Growth ADBMAX32.2123.5316.1517.718.14105.750.98
DF Dent Premier GrowthDFDPX16.8220.9315.8816.327none1.07
Riverbridge Growth Fund Investor ClassRIVRX22.2819.4415.1361.00r1.21
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX12.4319.5714.817.025.4185.251.05
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 June 30, 2020

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
Eventide Gilead NETGLX16.63%19.62%12.21%18.51%—%9none%1.39%
Delaware Smid Cap Growth A**DFCIX31.9628.2717.2918.458.36105.751.1
Baron Partners RetailBPTRX36.8419.8816.1718.0310none2.22
Akre Focus RetailAKREX15.3521.7416.3118.0131.00r1.32
Dreyfus/Boston Co Small/Mid Cap Growth ADBMAX32.2123.5316.1517.718.14105.750.98
Baron Opportunity RetailBIOPX41.9129.3620.0917.539.628none1.34
Virtus Mid-Cap Growth APHSKX32.8629.2920.4517.263.5785.751.4
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX12.4319.5714.817.025.4185.251.05
Primecap Odyssey Aggressive GrowthPOAGX5.429.8610.9916.989none0.63
Tocqueville OpportunityTOPPX26.6522.112.916.779.0210none1.28
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

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
Hennessy Focus InvHFCSX-1.06%6.53%6.47%13.03%11.41%9none%1.47%
Neuberger Berman Genesis InvNBGNX4.269.419.2812.2810.888none1.01
Wells Fargo Discovery AWFDAX13.9717.2912.3815.810.2695.751.2
Fidelity Low-Priced StockFLPSX-3.732.523.7810.2810.237none0.51
Putnam Multi-Cap Value APMVAX18.5112.719.5813.6810.1675.751.07
T. Rowe Price Mid-Cap Growth**RPMGX3.9111.2710.6414.919.868none0.74
Baron Growth RetailBGRFX6.5913.4910.8913.959.799none1.29
T. Rowe Price Mid-Cap Value**TRMCX-6.980.343.949.699.738none0.78
Royce Premier Service**RPFFX-4.725.546.729.729.7291.00r1.46
CRM Mid Cap Value Investor**CRMMX-10.982.734.9810.129.687none1.14
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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