Top-Performing Mutual Funds by Category
Tool

Top-Performing Mutual Funds by Category

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

Data through June 30, 2022

Large-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
RETURN
3-YR
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5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
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 AIDIVX9.129.148.5910.3235.000.95
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 InvDHAMX4.1618.5314.7912.7942.00r1.46
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 AEICVX2.4111.799.839.4755.50s1.18
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, 2022

Large-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
Shelton Green Alpha FundNEXTX-30.54%22.25%15.86%—%—%10none%1.16%
Centre American Select Equity InvDHAMX4.1618.5314.7912.7942.00r1.46
HCM Dividend Sector Plus AHCMNX-9.2916.7811.2385.751.64
Fidelity Growth Company**FDGRX-29.2115.7815.8316.6712.869none0.79
Parnassus EndeavorPARWX-14.8215.5611.4615.28none0.9
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-1414.5712.911.866none1.1
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, 2022

Large-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
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-30.5422.2515.8610none1.16
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, 2022

Large-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
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, 2022

Large-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
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.