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 August 31, 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
Voya Corporate Leaders Trust BLEXCX10.76%13.18%11.38%10.69%10.04%8none%0.51%
Muhlenkamp FundMUHLX9.7617.149.298.26.316none1.1
Centre American Select Equity InvDHAMX7.7720.8514.8612.8542.00r1.46
Federated Strategic Value Dividend ASVAAX7.57.655.618.2235.501.05
Hennessy Cornerstone Value InvHFCVX6.310.458.049.317.656none1.23
Integrity Dividend Harvest AIDIVX5.79.488.510.0935.000.95
BNY Mellon Income Stock InvestorMIISX3.8711.79.7811.868.688none1.08
Dreyfus Strategic Value ADAGVX2.3314.5310.8812.5310.375.750.93
Invesco Value Opportunities AVVOAX2.2916.169.339.877.95105.501.11
EIC Value Fund Class AEICVX1.9712.26109.2145.50s1.2
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 August 31, 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-25.52%26.12%17.42%—%—%10none%1.16%
Centre American Select Equity InvDHAMX7.7720.8514.8612.8542.00r1.46
Fidelity Growth Company**FDGRX-27.0818.6716.261713.9610none0.79
Shelton Capital Nasdaq-100 Index DirectNASDX-20.9517.5715.7516.7414.18none0.5
USAA Nasdaq-100 IndexUSNQX-20.9617.3415.9916.7313.98none0.42
Muhlenkamp FundMUHLX9.7617.149.298.26.316none1.1
HCM Dividend Sector Plus AHCMNX-15.4817.111.5275.751.64
Parnassus EndeavorPARWX-14.2617.0411.5714.78none0.9
Christopher Weil & Company Core Investment FundCWCFX-12.6316.5312.9911.96none1.1
JPMorgan Growth Advantage AVHIAX-21.3416.4915.5516.2313.385.251.13
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 August 31, 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
Shelton Green Alpha FundNEXTX-25.52%26.12%17.42%—%—%10none%1.16%
Fidelity Advisor Growth Opportunities AFAGAX-34.213.1117.3516.1611.16105.751.04
Eaton Vance-Atlanta Capital Focused Growth A+EAALX-15.9411.9416.9914.069.7355.251.03
JPMorgan Large Cap Growth AOLGAX-20.6514.816.7215.4211.2985.250.93
Fidelity Growth Company**FDGRX-27.0818.6716.261713.9610none0.79
USAA Nasdaq-100 IndexUSNQX-20.9617.3415.9916.7313.98none0.42
Federated MDT Large Cap Growth AQALGX-16.6514.5515.8514.3485.500.99
Shelton Capital Nasdaq-100 Index DirectNASDX-20.9517.5715.7516.7414.18none0.5
Amana GrowthAMAGX-15.5214.9615.6614.0312.815none0.96
Brown Advisory Sustainable Growth InvBIAWX-22.8412.6615.5515.6381.00r0.8
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 August 31, 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-26.45%14.71%13.87%17.05%13.57%8none%0.8%
Fidelity Growth Company**FDGRX-27.0818.6716.261713.9610none0.79
Shelton Capital Nasdaq-100 Index DirectNASDX-20.9517.5715.7516.7414.18none0.5
USAA Nasdaq-100 IndexUSNQX-20.9617.3415.9916.7313.98none0.42
JPMorgan Growth Advantage AVHIAX-21.3416.4915.5516.2313.385.251.13
Fidelity Advisor Growth Opportunities AFAGAX-34.213.1117.3516.1611.16105.751.04
Fidelity Blue Chip GrowthFBGRX-29.0115.4515.0716.0911.2210none0.78
T. Rowe Price New America GrowthPRWAX-19.215.6715.4715.9812.227none0.76
Brown Advisory Sustainable Growth InvBIAWX-22.8412.6615.5515.6381.00r0.8
Fidelity Nasdaq Composite IndexFNCMX-21.8614.9213.8215.518none0.29
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 August 31, 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-20.95%17.57%15.75%16.74%14.1%8none%0.5%
Fidelity Growth Company**FDGRX-27.0818.6716.261713.9610none0.79
USAA Nasdaq-100 IndexUSNQX-20.9617.3415.9916.7313.98none0.42
Fidelity OTC PortfolioFOCPX-26.4514.7113.8717.0513.578none0.8
JPMorgan Growth Advantage AVHIAX-21.3416.4915.5516.2313.385.251.13
Rydex Nasdaq-100 HRYHOX-21.9215.9314.6215.4912.938none1.49
Amana GrowthAMAGX-15.5214.9615.6614.0312.815none0.96
Vanguard Capital Opportunity InvVHCOX-17.8911.7610.3614.7212.65none0.43
ProFunds NASDAQ-100 InvestorOTPIX-22.914.8513.8414.7712.488none1.48
Morgan Stanley Multi Cap Growth ACPOAX-58.64-0.2810.1814.0312.39105.251.1
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.