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, 2020

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
RidgeWorth Aggressive Growth Stock A	SAGAX	48.82%	34.27%	23.49%	20.58%	—%	10	5.75%	1.26%
Morgan Stanley Multi Cap Growth A	CPOAX	48.57	37.98	26.67	22.78	6.76	10	5.25	1.16
Morgan Stanley Instl Growth Portfolio A	MSEGX	45.98	31.16	23.68	21.88	8.89	10	5.25	0.83
Transamerica Capital Growth A	IALAX	44.76	30.19	23.1	21.82	10.57	10	5.50	1.18
Fidelity Growth Company**	FDGRX	40.21	23.49	19.24	19.98	8.25	9	none	0.83
American Century Focused Dynamic Growth Inv	ACFOX	38.13	26.94	18.88	17.74	—	8	none	0.89
Fidelity Advisor Growth Opportunities A	FAGAX	35.58	29.58	21.28	20.82	7.85	8	5.75	1.1
Shelton Capital Nasdaq-100 Index Direct	NASDX	33.25	21.74	18.48	20.05	5.38	7	none	0.5
USAA Nasdaq-100 Index	USNQX	33.24	22.37	18.99	19.99	—	7	none	0.48
Lord Abbett Growth Leaders A	LGLAX	32.68	24.55	17.52	—	—	8	5.75	0.93

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, 2020

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 A	CPOAX	48.57%	37.98%	26.67%	22.78%	6.76%	10	5.25%	1.16%
RidgeWorth Aggressive Growth Stock A	SAGAX	48.82	34.27	23.49	20.58	—	10	5.75	1.26
Morgan Stanley Instl Growth Portfolio A	MSEGX	45.98	31.16	23.68	21.88	8.89	10	5.25	0.83
Transamerica Capital Growth A	IALAX	44.76	30.19	23.1	21.82	10.57	10	5.50	1.18
Fidelity Advisor Growth Opportunities A	FAGAX	35.58	29.58	21.28	20.82	7.85	8	5.75	1.1
Sparrow Growth A	SGFFX	28.65	27.73	15.2	16.11	5.42	10	5.75	2.1
American Century Focused Dynamic Growth Inv	ACFOX	38.13	26.94	18.88	17.74	—	8	none	0.89
Morgan Stanley Instl Fund Advantage Portfolio A	MAPPX	31.77	24.97	19.68	19.06	—	8	5.25	1.19
Franklin Templeton DynaTech A	FKDNX	27.69	24.62	19.46	18.87	8.66	8	5.50	0.85
Lord Abbett Growth Leaders A	LGLAX	32.68	24.55	17.52	—	—	8	5.75	0.93

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, 2020

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 A	CPOAX	48.57%	37.98%	26.67%	22.78%	6.76%	10	5.25%	1.16%
Morgan Stanley Instl Growth Portfolio A	MSEGX	45.98	31.16	23.68	21.88	8.89	10	5.25	0.83
RidgeWorth Aggressive Growth Stock A	SAGAX	48.82	34.27	23.49	20.58	—	10	5.75	1.26
Transamerica Capital Growth A	IALAX	44.76	30.19	23.1	21.82	10.57	10	5.50	1.18
Fidelity Advisor Growth Opportunities A	FAGAX	35.58	29.58	21.28	20.82	7.85	8	5.75	1.1
Morgan Stanley Instl Fund Advantage Portfolio A	MAPPX	31.77	24.97	19.68	19.06	—	8	5.25	1.19
Franklin Templeton DynaTech A	FKDNX	27.69	24.62	19.46	18.87	8.66	8	5.50	0.85
Fidelity Growth Company**	FDGRX	40.21	23.49	19.24	19.98	8.25	9	none	0.83
USAA Nasdaq-100 Index	USNQX	33.24	22.37	18.99	19.99	—	7	none	0.48
American Century Focused Dynamic Growth Inv	ACFOX	38.13	26.94	18.88	17.74	—	8	none	0.89

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, 2020

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 A	CPOAX	48.57%	37.98%	26.67%	22.78%	6.76%	10	5.25%	1.16%
Morgan Stanley Instl Growth Portfolio A	MSEGX	45.98	31.16	23.68	21.88	8.89	10	5.25	0.83
Transamerica Capital Growth A	IALAX	44.76	30.19	23.1	21.82	10.57	10	5.50	1.18
Fidelity Advisor Growth Opportunities A	FAGAX	35.58	29.58	21.28	20.82	7.85	8	5.75	1.1
RidgeWorth Aggressive Growth Stock A	SAGAX	48.82	34.27	23.49	20.58	—	10	5.75	1.26
Shelton Capital Nasdaq-100 Index Direct	NASDX	33.25	21.74	18.48	20.05	5.38	7	none	0.5
USAA Nasdaq-100 Index	USNQX	33.24	22.37	18.99	19.99	—	7	none	0.48
Fidelity Growth Company**	FDGRX	40.21	23.49	19.24	19.98	8.25	9	none	0.83
Edgewood Growth Retail	EGFFX	25.29	19.52	17.92	19.5	—	5	none	1.4
Fidelity OTC Portfolio	FOCPX	29.18	19.62	18.25	19.5	7.51	8	none	0.88

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, 2020

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
AMG Yacktman Focused S	YAFFX	-2.68%	7.22%	8.51%	10.81%	11.65%	3	none%	1.24%
AMG Yacktman Fund	YACKX	-3.57	6.27	7.47	10.55	11.2	3	none	0.7
Transamerica Capital Growth A	IALAX	44.76	30.19	23.1	21.82	10.57	10	5.50	1.18
BlackRock Flexible Equity Inv A	BMCAX	20.15	16.72	13.72	12.09	10.11	6	5.25	0.87
Mairs & Power Growth Inv	MPGFX	5.27	8.1	8.92	12.62	9.23	5	none	0.65
Franklin Templeton Rising Dividends A	FRDPX	2.44	9.43	9.29	12.1	9.04	5	5.50	0.87
Fidelity Contrafund	FCNTX	17.91	16.42	14.05	15.57	9	6	none	0.85
Parnassus Core Equity Inv	PRBLX	6.48	11.69	10.6	13.41	8.94	3	none	0.86
Matthew 25 Fund	MXXVX	-5.54	5.31	6.45	13.85	8.91	10	2.00r	1.08
Morgan Stanley Instl Growth Portfolio A	MSEGX	45.98	31.16	23.68	21.88	8.89	10	5.25	0.83

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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