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 RETURN	5-YR RETURN	10-YR RETURN	20-YR RETURN	VOL RANK	MAX. SALES CHARGE	EXPENSE RATIO
Federated Strategic Value Dividend A	SVAAX	11.6%	8.03%	6.17%	8.66%	—%	3	5.50%	1.05%
Integrity Dividend Harvest A	IDIVX	9.12	9.14	8.59	10.32	—	3	5.00	0.95
Hennessy Cornerstone Value Inv	HFCVX	6.13	9.59	8.2	9.72	7.22	7	none	1.23
Muhlenkamp Fund	MUHLX	5.58	14.78	9.07	7.99	5.39	6	none	1.1
Voya Corporate Leaders Trust B	LEXCX	4.37	9.2	10.15	10.33	9.32	8	none	0.51
Centre American Select Equity Inv	DHAMX	4.16	18.53	14.79	12.79	—	4	2.00r	1.46
BNY Mellon Income Stock Investor	MIISX	3.91	10.29	9.27	11.87	8.16	8	none	1.08
City National Rochdale Dividend & Income N	RIMHX	3.75	4.88	4.81	7.52	6.81	3	none	1.15
EIC Value Fund Class A	EICVX	2.41	11.79	9.83	9.47	—	5	5.50s	1.18
FBP Value	FBPEX	2.3	9.21	8.45	9.68	5.85	6	none	1.05

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 Fund	NEXTX	-30.54%	22.25%	15.86%	—%	—%	10	none%	1.16%
Centre American Select Equity Inv	DHAMX	4.16	18.53	14.79	12.79	—	4	2.00r	1.46
HCM Dividend Sector Plus A	HCMNX	-9.29	16.78	11.23	—	—	8	5.75	1.64
Fidelity Growth Company**	FDGRX	-29.21	15.78	15.83	16.67	12.86	9	none	0.79
Parnassus Endeavor	PARWX	-14.82	15.56	11.46	15.2	—	8	none	0.9
Shelton Capital Nasdaq-100 Index Direct	NASDX	-20.71	15.07	15.58	16.66	13.16	8	none	0.5
USAA Nasdaq-100 Index	USNQX	-20.73	14.94	15.87	16.66	12.9	8	none	0.42
Muhlenkamp Fund	MUHLX	5.58	14.78	9.07	7.99	5.39	6	none	1.1
Christopher Weil & Company Core Investment Fund	CWCFX	-14	14.57	12.9	11.86	—	6	none	1.1
Neuberger Berman Guardian Inv**	NGUAX	-15.53	14.27	13.43	13.47	9.41	6	none	0.82

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 Inv	ARTTX	-13.93%	10%	16.94%	—%	—%	6	none%	1.25%
Eaton Vance-Atlanta Capital Focused Growth A+	EAALX	-11.02	11.76	16.72	14.18	9.01	5	5.25	1.03
Fidelity Advisor Growth Opportunities A	FAGAX	-37.3	10.09	16.45	15.74	10.28	10	5.75	1.04
JPMorgan Large Cap Growth A	OLGAX	-20.68	13.31	16.27	14.96	10.66	8	5.25	0.93
USAA Nasdaq-100 Index	USNQX	-20.73	14.94	15.87	16.66	12.9	8	none	0.42
Shelton Green Alpha Fund	NEXTX	-30.54	22.25	15.86	—	—	10	none	1.16
Fidelity Growth Company**	FDGRX	-29.21	15.78	15.83	16.67	12.86	9	none	0.79
Sparrow Growth A	SGFFX	-34.83	8.54	15.68	11.95	7.35	10	5.75	1.81
Shelton Capital Nasdaq-100 Index Direct	NASDX	-20.71	15.07	15.58	16.66	13.16	8	none	0.5
Fidelity Focused Stock	FTQGX	-16.97	11.63	15.58	14.07	10.31	7	none	0.86

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 Portfolio	FOCPX	-25.17%	13.02%	13.85%	17%	12.63%	8	none%	0.8%
Fidelity Growth Company**	FDGRX	-29.21	15.78	15.83	16.67	12.86	9	none	0.79
Shelton Capital Nasdaq-100 Index Direct	NASDX	-20.71	15.07	15.58	16.66	13.16	8	none	0.5
USAA Nasdaq-100 Index	USNQX	-20.73	14.94	15.87	16.66	12.9	8	none	0.42
T. Rowe Price New America Growth	PRWAX	-19.1	14.1	15.51	15.84	11.48	7	none	0.76
JPMorgan Growth Advantage A	VHIAX	-22.53	13.49	15.13	15.82	12.22	8	5.25	1.13
Fidelity Advisor Growth Opportunities A	FAGAX	-37.3	10.09	16.45	15.74	10.28	10	5.75	1.04
Fidelity Blue Chip Growth	FBGRX	-31.96	11.93	14.2	15.63	10.33	10	none	0.78
AllianceBernstein Large Cap Growth A	APGAX	-19.92	11.02	13.64	15.53	10.31	6	4.25	0.83
Rydex Nasdaq-100 H	RYHOX	-21.68	13.56	14.5	15.43	11.97	8	none	1.49

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 Direct	NASDX	-20.71%	15.07%	15.58%	16.66%	13.16%	8	none%	0.5%
USAA Nasdaq-100 Index	USNQX	-20.73	14.94	15.87	16.66	12.9	8	none	0.42
Fidelity Growth Company**	FDGRX	-29.21	15.78	15.83	16.67	12.86	9	none	0.79
Fidelity OTC Portfolio	FOCPX	-25.17	13.02	13.85	17	12.63	8	none	0.8
JPMorgan Growth Advantage A	VHIAX	-22.53	13.49	15.13	15.82	12.22	8	5.25	1.13
Rydex Nasdaq-100 H	RYHOX	-21.68	13.56	14.5	15.43	11.97	8	none	1.49
Vanguard Capital Opportunity Inv	VHCOX	-17.67	10.17	10.33	14.98	11.94	5	none	0.43
Amana Growth	AMAGX	-11.67	13.55	15.53	13.82	11.92	5	none	0.96
ProFunds NASDAQ-100 Investor	OTPIX	-22.51	12.55	13.74	14.72	11.52	8	none	1.48
T. Rowe Price New America Growth	PRWAX	-19.1	14.1	15.51	15.84	11.48	7	none	0.76

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.