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 December 31, 2018

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
Copley FundCOPLX15.65%13.59%10.42%9.67%5.21%72.00%r1.55%
Fidelity Advisor Growth Opportunities AFAGAX14.0815.3712.4518.41585.750.91
Morgan Stanley Multi Cap Growth ACPOAX12.1416.7912.5119.667.16105.251.23
Artisan Thematic InvARTTX11.238none1.51
RidgeWorth Aggressive Growth Stock ASAGAX10.813.199.6216.43105.751.51
Dunham Focused Large Cap Growth Fund Class ADAFGX9.78.57.78105.751.39
Eaton Vance-Atlanta Capital Focused Growth A+EAALX8.5512.489.6113.2645.751.25
AMG FQ U.S. Equity NFQUAX7.8410.788.0112.165.24none1.09
Polen Growth InvPOLRX7.5310.8612.5662.00r1.23
Morgan Stanley Instl Growth Portfolio AMSEGX7.3914.6412.2919.427.64105.250.88
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 December 31, 2018

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 ACPOAX12.14%16.79%12.51%19.66%7.16%105.25%1.23%
Fidelity Advisor Growth Opportunities AFAGAX14.0815.3712.4518.41585.750.91
American Century Focused Dynamic Growth InvACFOX6.5114.8410.3112.538none1.02
Morgan Stanley Instl Growth Portfolio AMSEGX7.3914.6412.2919.427.64105.250.88
Transamerica Capital Growth AIALAX6.6814.1611.916.849.88105.501.23
Homestead GrowthHNASX3.9613.6411.7217.548none0.93
Copley FundCOPLX15.6513.5910.429.675.2172.00r1.55
RidgeWorth Aggressive Growth Stock ASAGAX10.813.199.6216.43105.751.51
Franklin Templeton DynaTech AFKDNX2.813.1911.0216.547.9595.500.86
Neuberger Berman Value ANVAAX-0.6413.086.7411.3855.751.07
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 December 31, 2018

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
USAA Nasdaq-100 IndexUSNQX-0.44%12%12.73%18.52%—%8none%0.51%
Polen Growth InvPOLRX7.5310.8612.5662.00r1.23
Morgan Stanley Multi Cap Growth ACPOAX12.1416.7912.5119.667.16105.251.23
Fidelity Advisor Growth Opportunities AFAGAX14.0815.3712.4518.41585.750.91
Shelton Capital Nasdaq-100 Index DirectNASDX-1.2311.3312.3718.768none0.51
Morgan Stanley Instl Growth Portfolio AMSEGX7.3914.6412.2919.427.64105.250.88
Fidelity OTC PortfolioFOCPX-3.2111.2412.2118.868.3110none0.81
Edgewood Growth RetailEGFFX1.912.1712.1515.968none1.4
Transamerica Capital Growth AIALAX6.6814.1611.916.849.88105.501.23
Homestead GrowthHNASX3.9613.6411.7217.548none0.93
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 December 31, 2018

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 ACPOAX12.14%16.79%12.51%19.66%7.16%105.25%1.23%
Morgan Stanley Instl Growth Portfolio AMSEGX7.3914.6412.2919.427.64105.250.88
Fidelity OTC PortfolioFOCPX-3.2111.2412.2118.868.3110none0.81
Shelton Capital Nasdaq-100 Index DirectNASDX-1.2311.3312.3718.768none0.51
USAA Nasdaq-100 IndexUSNQX-0.441212.7318.528none0.51
Fidelity Advisor Growth Opportunities AFAGAX14.0815.3712.4518.41585.750.91
Touchstone Sands Capital Select Growth A**TSNAX5.438.766.7617.93105.001.43
Homestead GrowthHNASX3.9613.6411.7217.548none0.93
Rydex Nasdaq-100 HRYHOX-1.6110.8211.5917.455.448none1.54
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX3.3711.7210.8617.4365.251.19
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 December 31, 2018

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
Vanguard Capital Opportunity InvVHCOX-3.75%11.17%10.87%15.95%12.39%9none%0.43%
CGM FocusCGMFX-24.730.81-0.084.0710.6610none3.08
Transamerica Capital Growth AIALAX6.6814.1611.916.849.88105.501.23
Amana GrowthAMAGX2.4412.4510.0512.769.845none1.09
Calamos Growth ACVGRX-5.875.265.4312.189.6264.751.29
AMG Yacktman FundYACKX2.6910.527.2414.559.5922.00r0.71
Vanguard Primecap InvVPMCX-2.0111.9811.3315.169.318none0.38
Parnassus Core Equity InvPRBLX-0.188.717.912.589.34none0.87
AMG Yacktman Focused SYAFFX2.8811.187.6214.779.1922.00r1.22
Fidelity New MillenniumFMILX-7.018.665.8513.689.175none0.54
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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