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 March 31, 2021

Large-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
Shelton Green Alpha FundNEXTX169.44%39.23%26.95%—%—% none%1.28%
Taylor Frigon Core GrowthTFCGX143.8236.92 2.00r1.45
Morgan Stanley Multi Cap Growth ACPOAX124.4243.7537.4122.4813.42 5.251.04
Sparrow Growth ASGFFX121.9333.4828.1116.988.93 5.752.02
Morgan Stanley Instl Growth Portfolio AMSEGX119.6536.4332.8621.7712.85 5.250.78
Monteagle Select Value IMVEIX117.6812.8411.8810.887.83 none1.4
Transamerica Capital Growth AIALAX115.1934.6431.720.9612.25 5.501.08
American Beacon Shapiro Equity Opportunities InvSHXPX112.1919.08 none1.17
RidgeWorth Aggressive Growth Stock ASAGAX106.9541.0934.4219.88 5.501.25
Invesco Value Opportunities AVVOAX105.5110.4112.539.49 5.501.21
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 March 31, 2021

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
Morgan Stanley Multi Cap Growth ACPOAX124.42%43.75%37.41%22.48%13.42% 5.25%1.04%
RidgeWorth Aggressive Growth Stock ASAGAX106.9541.0934.4219.88 5.501.25
Shelton Green Alpha FundNEXTX169.4439.2326.95 none1.28
Fidelity Advisor Growth Opportunities AFAGAX101.7238.7831.2620.8411.55 5.751.06
Taylor Frigon Core GrowthTFCGX143.8236.92 2.00r1.45
Morgan Stanley Instl Growth Portfolio AMSEGX119.6536.4332.8621.7712.85 5.250.78
Transamerica Capital Growth AIALAX115.1934.6431.720.9612.25 5.501.08
Sparrow Growth ASGFFX121.9333.4828.1116.988.93 5.752.02
American Century Focused Dynamic Growth InvACFOX85.4431.7728.3118.5 none0.85
Fidelity Blue Chip GrowthFBGRX93.8329.8626.7319.1210.88 none0.78
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 March 31, 2021

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
Morgan Stanley Multi Cap Growth ACPOAX124.42%43.75%37.41%22.48%13.42% 5.25%1.04%
RidgeWorth Aggressive Growth Stock ASAGAX106.9541.0934.4219.88 5.501.25
Morgan Stanley Instl Growth Portfolio AMSEGX119.6536.4332.8621.7712.85 5.250.78
Transamerica Capital Growth AIALAX115.1934.6431.720.9612.25 5.501.08
Fidelity Advisor Growth Opportunities AFAGAX101.7238.7831.2620.8411.55 5.751.06
Fidelity Growth Company**FDGRX94.6429.1628.3819.9212.58 none0.83
American Century Focused Dynamic Growth InvACFOX85.4431.7728.3118.5 none0.85
Sparrow Growth ASGFFX121.9333.4828.1116.988.93 5.752.02
Shelton Green Alpha FundNEXTX169.4439.2326.95 none1.28
Fidelity Blue Chip GrowthFBGRX93.8329.8626.7319.1210.88 none0.78
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 March 31, 2021

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
Morgan Stanley Multi Cap Growth ACPOAX124.42%43.75%37.41%22.48%13.42% 5.25%1.04%
Morgan Stanley Instl Growth Portfolio AMSEGX119.6536.4332.8621.7712.85 5.250.78
Transamerica Capital Growth AIALAX115.1934.6431.720.9612.25 5.501.08
Fidelity Advisor Growth Opportunities AFAGAX101.7238.7831.2620.8411.55 5.751.06
Fidelity Growth Company**FDGRX94.6429.1628.3819.9212.58 none0.83
RidgeWorth Aggressive Growth Stock ASAGAX106.9541.0934.4219.88 5.501.25
Shelton Capital Nasdaq-100 Index DirectNASDX68.4726.2924.2119.6111.55 none0.5
USAA Nasdaq-100 IndexUSNQX68.1726.4824.6519.5111.27 none0.44
Fidelity Blue Chip GrowthFBGRX93.8329.8626.7319.1210.88 none0.78
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX87.728.3125.2219.04 5.251.15
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 March 31, 2021

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
Morgan Stanley Multi Cap Growth ACPOAX124.42%43.75%37.41%22.48%13.42% 5.25%1.04%
Fidelity OTC PortfolioFOCPX75.5725.6926.2118.7813.01 none0.87
Morgan Stanley Instl Growth Portfolio AMSEGX119.6536.4332.8621.7712.85 5.250.78
Fidelity Growth Company**FDGRX94.6429.1628.3819.9212.58 none0.83
AMG Yacktman Focused SYAFFX60.1716.0414.681212.56 none1.24
Transamerica Capital Growth AIALAX115.1934.6431.720.9612.25 5.501.08
AMG Yacktman FundYACKX60.2115.2513.8811.712.08 none0.7
Franklin Templeton DynaTech AFKDNX71.126.4426.5418.0411.78 5.500.84
JPMorgan Growth Advantage AVHIAX79.4226.424.4518.0111.74 5.251.14
Fidelity Advisor Growth Opportunities AFAGAX101.7238.7831.2620.8411.55 5.751.06
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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