Top-Performing Mutual Funds by Category
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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, 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 RetailBPTRX118.98%47.25%38.09%23.55%—%10none%1.56%
Tanaka GrowthTGFRX105.9426.8416.8413.056.61102.00r2.45
Hodges Fund RetailHDPMX99.2412.0114.7212.3410.2101.00r1.16
Baron Focused Growth RetailBFGFX94.4839.2431.2218.1410none1.35
Hotchkis & Wiley Mid-Cap Value AHWMAX93.634.149.659.429.23105.251.22
Legg Mason Opportunity ALGOAX86.9122.3226.1417.058.88105.751.28
Hennessy Cornerstone Mid Cap 30 InvHFMDX84.0213.0312.7210.8910none1.37
Tarkio FundTARKX81.6418.0219.7413.6510none1
American Beacon Shapiro SMID Cap Equity InvSHDPX81.2912.0910none1.28
Pzena Mid Cap Value InvPZVMX79.4511.4313.9210none1.24
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, 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 RetailBPTRX118.98%47.25%38.09%23.55%—%10none%1.56%
Baron Focused Growth RetailBFGFX94.4839.2431.2218.1410none1.35
Baron Opportunity RetailBIOPX60.838.2634.8419.0713.948none1.34
Legg Mason ClearBridge Select ALCLAX57.330.973395.751.39
Delaware Smid Cap Growth A**DFCIX51.2430.7127.3718.1712.43105.751.05
Virtus Mid-Cap Growth APHSKX34.0628.6328.4316.598.1485.501.28
Artisan Mid Cap Inv**ARTMX40.9928.2322.6415.6311.258none1.18
AllianzGI Mid-Cap ARMDAX53.2527.8823.215.19.3895.501.14
Emerald Insights Fund InvEFCNX63.7127.724.629none1.4
Wells Fargo Enterprise ASENAX50.3527.5723.8715.79.8495.751.16
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 June 30, 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 RetailBPTRX118.98%47.25%38.09%23.55%—%10none%1.56%
Baron Opportunity RetailBIOPX60.838.2634.8419.0713.948none1.34
Legg Mason ClearBridge Select ALCLAX57.330.973395.751.39
Baron Focused Growth RetailBFGFX94.4839.2431.2218.1410none1.35
Virtus Mid-Cap Growth APHSKX34.0628.6328.4316.598.1485.501.28
Delaware Smid Cap Growth A**DFCIX51.2430.7127.3718.1712.43105.751.05
Alger SMid Cap Growth AALMAX48.3425.4126.9215.9105.251.27
Eventide Gilead NETGLX49.4326.626.8218.639none1.38
Legg Mason Opportunity ALGOAX86.9122.3226.1417.058.88105.751.28
Dreyfus/Boston Co Small/Mid Cap Growth ADBMAX37.7526.0625.5417.4412.05105.750.96
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, 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 RetailBPTRX118.98%47.25%38.09%23.55%—%10none%1.56%
Baron Opportunity RetailBIOPX60.838.2634.8419.0713.948none1.34
Eventide Gilead NETGLX49.4326.626.8218.639none1.38
Delaware Smid Cap Growth A**DFCIX51.2430.7127.3718.1712.43105.751.05
Akre Focus RetailAKREX27.1421.6721.7418.1741.00r1.31
Baron Focused Growth RetailBFGFX94.4839.2431.2218.1410none1.35
Primecap Odyssey Aggressive GrowthPOAGX43.8614.9720.6617.89none0.64
Dreyfus/Boston Co Small/Mid Cap Growth ADBMAX37.7526.0625.5417.4412.05105.750.96
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX43.7324.7425.2417.410.0885.251.05
Legg Mason Opportunity ALGOAX86.9122.3226.1417.058.88105.751.28
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, 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 RetailBIOPX60.8%38.26%34.84%19.07%13.94%8none%1.34%
Fidelity Advisor Leveraged Company Stock AFLSAX67.0317.3116.6212.0213.03105.751.07
Fidelity Leveraged Company Stock FundFLVCX64.6118.3317.6812.371310none0.77
Hennessy Focus InvHFCSX41.7515.4614.313.6912.729none1.51
Delaware Smid Cap Growth A**DFCIX51.2430.7127.3718.1712.43105.751.05
Wells Fargo Discovery AWFDAX47.5825.4723.9716.0112.2995.751.19
Dreyfus/Boston Co Small/Mid Cap Growth ADBMAX37.7526.0625.5417.4412.05105.750.96
Principal MidCap APEMGX40.3519.7818.4515.3811.7985.500.95
T. Rowe Price Mid-Cap Growth**RPMGX38.9118.7218.114.9711.637none0.73
Eagle Mid Cap Growth AHAGAX42.8720.7921.3914.9611.6294.751.04
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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