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 January 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
Baron Partners RetailBPTRX131.75%49.66%42.63%24.02%—%10none%2.22%
Baron Focused Growth RetailBFGFX114.0143.4334.819.2110none1.35
Delaware Smid Cap Growth A**DFCIX81.8933.2429.1319.8211.19105.751.1
Baron Opportunity RetailBIOPX81.5537.8434.5718.8813.028none1.34
Tanaka GrowthTGFRX70.5414.4312.2910.323.97102.00r2.45
Dreyfus/Boston Co Small/Mid Cap Growth ADBMAX64.8530.1928.6318.5811.65105.750.96
Alger Mid Cap Growth AAMGAX62.5824.2623.9214.718.1795.251.3
Legg Mason ClearBridge Select ALCLAX57.5531.1231.1895.751.39
Harbor Mid Cap Growth Fund InvHIMGX56.1626.7826.9516.168.559none1.24
Wells Fargo Discovery AWFDAX54.6224.7725.9216.6412.2795.751.19
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 January 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 RetailBPTRX131.75%49.66%42.63%24.02%—%10none%2.22%
Baron Focused Growth RetailBFGFX114.0143.4334.819.2110none1.35
Baron Opportunity RetailBIOPX81.5537.8434.5718.8813.028none1.34
Delaware Smid Cap Growth A**DFCIX81.8933.2429.1319.8211.19105.751.1
Legg Mason ClearBridge Select ALCLAX57.5531.1231.1895.751.39
Virtus Mid-Cap Growth APHSKX52.4430.9129.7716.86.2485.751.28
Dreyfus/Boston Co Small/Mid Cap Growth ADBMAX64.8530.1928.6318.5811.65105.750.96
Alger SMid Cap Growth AALMAX51.427.1527.8116.04105.251.27
Harbor Mid Cap Growth Fund InvHIMGX56.1626.7826.9516.168.559none1.24
Ivy Mid Cap Growth AWMGAX49.1324.8525.3415.099.9893.501.2
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 January 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 RetailBPTRX131.75%49.66%42.63%24.02%—%10none%2.22%
Baron Focused Growth RetailBFGFX114.0143.4334.819.2110none1.35
Baron Opportunity RetailBIOPX81.5537.8434.5718.8813.028none1.34
Legg Mason ClearBridge Select ALCLAX57.5531.1231.1895.751.39
Virtus Mid-Cap Growth APHSKX52.4430.9129.7716.86.2485.751.28
Delaware Smid Cap Growth A**DFCIX81.8933.2429.1319.8211.19105.751.1
Dreyfus/Boston Co Small/Mid Cap Growth ADBMAX64.8530.1928.6318.5811.65105.750.96
Alger SMid Cap Growth AALMAX51.427.1527.8116.04105.251.27
Harbor Mid Cap Growth Fund InvHIMGX56.1626.7826.9516.168.559none1.24
Wells Fargo Discovery AWFDAX54.6224.7725.9216.6412.2795.751.19
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 January 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 RetailBPTRX131.75%49.66%42.63%24.02%—%10none%2.22%
Delaware Smid Cap Growth A**DFCIX81.8933.2429.1319.8211.19105.751.1
Baron Focused Growth RetailBFGFX114.0143.4334.819.2110none1.35
Baron Opportunity RetailBIOPX81.5537.8434.5718.8813.028none1.34
Dreyfus/Boston Co Small/Mid Cap Growth ADBMAX64.8530.1928.6318.5811.65105.750.96
Eventide Gilead NETGLX51.9724.1625.3518.499none1.38
Primecap Odyssey Aggressive GrowthPOAGX39.0112.8421.218.119none0.64
Virtus Mid-Cap Growth APHSKX52.4430.9129.7716.86.2485.751.28
Akre Focus RetailAKREX10.4814.9319.3916.7141.00r1.31
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX33.621.7124.3416.718.3685.251.05
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 January 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 RetailBIOPX81.55%37.84%34.57%18.88%13.02%8none%1.34%
Hennessy Focus InvHFCSX1.536.1510.9711.6212.669none1.51
Wells Fargo Discovery AWFDAX54.6224.7725.9216.6412.2795.751.19
Fidelity Leveraged Company Stock FundFLVCX28.410.7615.610.8611.7710none0.77
Fidelity Advisor Leveraged Company Stock AFLSAX30.6710.3214.6810.6211.75105.751.07
Dreyfus/Boston Co Small/Mid Cap Growth ADBMAX64.8530.1928.6318.5811.65105.750.96
Neuberger Berman Genesis InvNBGNX26.4313.6317.1712.4311.287none1.01
Delaware Smid Cap Growth A**DFCIX81.8933.2429.1319.8211.19105.751.1
Baron Growth RetailBGRFX25.7918.9220.6114.410.939none1.3
Principal MidCap APEMGX9.1512.7317.2414.5210.8785.500.95
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.
Advertisement