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 Select Category of Mutual Funds Top-Performing Alternative Funds Top-Performing Diversified Emerging-Markets Funds Top-Performing Global Stock Funds Top-Performing Hybrid Funds Top-Performing International Diversified Large-Company Funds Top-Performing Large-Company Stock Funds Top-Performing Midsize-Company Stock Funds Top-Performing Regional and Single-Country Funds Top-Performing Sector Funds Top-Performing Small- and Midsize-Company International Funds Top-Performing Small-Company Stock Funds Top-Performing Target Date Funds Data through June 30, 2022Large-Company Stock Funds - 1 year FUND NAME SYMBOL 1-YRRETURN 3-YRRETURN 5-YRRETURN 10-YRRETURN 20-YRRETURN VOL RANK MAX. SALES CHARGE EXPENSE RATIO Federated Strategic Value Dividend ASVAAX11.6%8.03%6.17%8.66%—%35.50%1.05% Integrity Dividend Harvest AIDIVX9.129.148.5910.32—35.000.95 Hennessy Cornerstone Value InvHFCVX6.139.598.29.727.227none1.23 Muhlenkamp FundMUHLX5.5814.789.077.995.396none1.1 Voya Corporate Leaders Trust BLEXCX4.379.210.1510.339.328none0.51 Centre American Select Equity InvDHAMX4.1618.5314.7912.79—42.00r1.46 BNY Mellon Income Stock InvestorMIISX3.9110.299.2711.878.168none1.08 City National Rochdale Dividend & Income NRIMHX3.754.884.817.526.813none1.15 EIC Value Fund Class AEICVX2.4111.799.839.47—55.50s1.18 FBP ValueFBPEX2.39.218.459.685.856none1.05 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, 2022Large-Company Stock Funds - 3 years FUND NAME SYMBOL 1-YRRETURN 3-YRRETURN 5-YRRETURN 10-YRRETURN 20-YRRETURN VOL RANK MAX. SALES CHARGE EXPENSE RATIO Shelton Green Alpha FundNEXTX-30.54%22.25%15.86%—%—%10none%1.16% Centre American Select Equity InvDHAMX4.1618.5314.7912.79—42.00r1.46 HCM Dividend Sector Plus AHCMNX-9.2916.7811.23——85.751.64 Fidelity Growth Company**FDGRX-29.2115.7815.8316.6712.869none0.79 Parnassus EndeavorPARWX-14.8215.5611.4615.2—8none0.9 Shelton Capital Nasdaq-100 Index DirectNASDX-20.7115.0715.5816.6613.168none0.5 USAA Nasdaq-100 IndexUSNQX-20.7314.9415.8716.6612.98none0.42 Muhlenkamp FundMUHLX5.5814.789.077.995.396none1.1 Christopher Weil & Company Core Investment FundCWCFX-1414.5712.911.86—6none1.1 Neuberger Berman Guardian Inv**NGUAX-15.5314.2713.4313.479.416none0.82 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, 2022Large-Company Stock Funds - 5 years FUND NAME SYMBOL 1-YRRETURN 3-YRRETURN 5-YRRETURN 10-YRRETURN 20-YRRETURN VOL RANK MAX. SALES CHARGE EXPENSE RATIO Artisan Thematic InvARTTX-13.93%10%16.94%—%—%6none%1.25% Eaton Vance-Atlanta Capital Focused Growth A+EAALX-11.0211.7616.7214.189.0155.251.03 Fidelity Advisor Growth Opportunities AFAGAX-37.310.0916.4515.7410.28105.751.04 JPMorgan Large Cap Growth AOLGAX-20.6813.3116.2714.9610.6685.250.93 USAA Nasdaq-100 IndexUSNQX-20.7314.9415.8716.6612.98none0.42 Shelton Green Alpha FundNEXTX-30.5422.2515.86——10none1.16 Fidelity Growth Company**FDGRX-29.2115.7815.8316.6712.869none0.79 Sparrow Growth ASGFFX-34.838.5415.6811.957.35105.751.81 Shelton Capital Nasdaq-100 Index DirectNASDX-20.7115.0715.5816.6613.168none0.5 Fidelity Focused StockFTQGX-16.9711.6315.5814.0710.317none0.86 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, 2022Large-Company Stock Funds - 10 years FUND NAME SYMBOL 1-YRRETURN 3-YRRETURN 5-YRRETURN 10-YRRETURN 20-YRRETURN VOL RANK MAX. SALES CHARGE EXPENSE RATIO Fidelity OTC PortfolioFOCPX-25.17%13.02%13.85%17%12.63%8none%0.8% Fidelity Growth Company**FDGRX-29.2115.7815.8316.6712.869none0.79 Shelton Capital Nasdaq-100 Index DirectNASDX-20.7115.0715.5816.6613.168none0.5 USAA Nasdaq-100 IndexUSNQX-20.7314.9415.8716.6612.98none0.42 T. Rowe Price New America GrowthPRWAX-19.114.115.5115.8411.487none0.76 JPMorgan Growth Advantage AVHIAX-22.5313.4915.1315.8212.2285.251.13 Fidelity Advisor Growth Opportunities AFAGAX-37.310.0916.4515.7410.28105.751.04 Fidelity Blue Chip GrowthFBGRX-31.9611.9314.215.6310.3310none0.78 AllianceBernstein Large Cap Growth AAPGAX-19.9211.0213.6415.5310.3164.250.83 Rydex Nasdaq-100 HRYHOX-21.6813.5614.515.4311.978none1.49 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, 2022Large-Company Stock Funds - 20 years FUND NAME SYMBOL 1-YRRETURN 3-YRRETURN 5-YRRETURN 10-YRRETURN 20-YRRETURN VOL RANK MAX. SALES CHARGE EXPENSE RATIO Shelton Capital Nasdaq-100 Index DirectNASDX-20.71%15.07%15.58%16.66%13.16%8none%0.5% USAA Nasdaq-100 IndexUSNQX-20.7314.9415.8716.6612.98none0.42 Fidelity Growth Company**FDGRX-29.2115.7815.8316.6712.869none0.79 Fidelity OTC PortfolioFOCPX-25.1713.0213.851712.638none0.8 JPMorgan Growth Advantage AVHIAX-22.5313.4915.1315.8212.2285.251.13 Rydex Nasdaq-100 HRYHOX-21.6813.5614.515.4311.978none1.49 Vanguard Capital Opportunity InvVHCOX-17.6710.1710.3314.9811.945none0.43 Amana GrowthAMAGX-11.6713.5515.5313.8211.925none0.96 ProFunds NASDAQ-100 InvestorOTPIX-22.5112.5513.7414.7211.528none1.48 T. Rowe Price New America GrowthPRWAX-19.114.115.5115.8411.487none0.76 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.