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 September 30, 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
Sparrow Growth ASGFFX50.44%22.54%14.29%10.99%—%105.75%2.65%
RidgeWorth Aggressive Growth Stock ASAGAX48.5725.7716.7215.59105.751.51
Morgan Stanley Multi Cap Growth ACPOAX4726.8319.5317.2410.29105.251.23
Morgan Stanley Instl Growth Portfolio AMSEGX37.8425.3519.2117.239.72105.250.88
Dunham Focused Large Cap Growth Fund Class ADAFGX37.6318.7213.83105.751.39
Transamerica Capital Growth AIALAX36.8224.9218.7715.7512.87105.501.23
Fidelity Advisor Growth Opportunities AFAGAX36.7523.5116.616.276.6195.750.91
Artisan Thematic InvARTTX34.316none1.52
Meridian Equity Income LegacyMEIFX34.1321.5714.3611.7992.00r1.4
Biondo Focus InvBFONX33.7421.2213.88102.00r2.55
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 September 30, 2018

Large-Company Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
RETURN
20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Morgan Stanley Multi Cap Growth ACPOAX47%26.83%19.53%17.24%10.29%105.25%1.23%
RidgeWorth Aggressive Growth Stock ASAGAX48.5725.7716.7215.59105.751.51
Morgan Stanley Instl Growth Portfolio AMSEGX37.8425.3519.2117.239.72105.250.88
Fidelity OTC PortfolioFOCPX28.125.0719.2318.2710.9410none0.81
Transamerica Capital Growth AIALAX36.8224.9218.7715.7512.87105.501.23
Fidelity Growth Company**FDGRX28.9424.1318.4416.5211.319none0.85
Franklin Templeton DynaTech AFKDNX30.8823.9317.5415.649.8195.500.91
Fidelity Advisor Growth Opportunities AFAGAX36.7523.5116.616.276.6195.750.91
American Century Focused Dynamic Growth InvACFOX33.4423.2516.6411.748none1.02
USAA Nasdaq-100 IndexUSNQX28.2522.9819.5917.469none0.51
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 September 30, 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 IndexUSNQX28.25%22.98%19.59%17.46%—%9none%0.51%
Morgan Stanley Multi Cap Growth ACPOAX4726.8319.5317.2410.29105.251.23
Fidelity OTC PortfolioFOCPX28.125.0719.2318.2710.9410none0.81
Morgan Stanley Instl Growth Portfolio AMSEGX37.8425.3519.2117.239.72105.250.88
Edgewood Growth RetailEGFFX25.7722.5219.1614.359none1.4
Shelton Capital Nasdaq-100 Index DirectNASDX25.3221.8118.9617.619none0.49
Transamerica Capital Growth AIALAX36.8224.9218.7715.7512.87105.501.23
Catalyst Dynamic Alpha ICPEIX23.0319.3318.578none1.1
Fidelity Growth Company**FDGRX28.9424.1318.4416.5211.319none0.85
Rydex Nasdaq-100 HRYHOX26.8821.7218.4216.48.079none1.54
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.

Data through September 30, 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
Fidelity OTC PortfolioFOCPX28.1%25.07%19.23%18.27%10.94%10none%0.81%
Shelton Capital Nasdaq-100 Index DirectNASDX25.3221.8118.9617.619none0.49
USAA Nasdaq-100 IndexUSNQX28.2522.9819.5917.469none0.51
Morgan Stanley Multi Cap Growth ACPOAX4726.8319.5317.2410.29105.251.23
Morgan Stanley Instl Growth Portfolio AMSEGX37.8425.3519.2117.239.72105.250.88
Fidelity Growth Company**FDGRX28.9424.1318.4416.5211.319none0.85
Rydex Nasdaq-100 HRYHOX26.8821.7218.4216.48.079none1.54
Homestead GrowthHNASX28.0822.417.5616.299none0.93
Fidelity Advisor Growth Opportunities AFAGAX36.7523.5116.616.276.6195.750.91
AllianceBernstein Large Cap Growth AAPGAX23.7918.8716.97167.164.251.03
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 September 30, 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 InvVHCOX21.03%20.59%16.41%14.78%14.84%9none%0.44%
CGM FocusCGMFX-5.688.495.911.2112.9110none3.08
Transamerica Capital Growth AIALAX36.8224.9218.7715.7512.87105.501.23
Calamos Growth ACVGRX18.9912.9311.3610.3612.0864.751.39
Principal Capital Appreciation ACMNWX17.1515.5312.8211.0411.8355.500.82
Amana GrowthAMAGX24.9419.511511.9611.815none1.09
Fidelity New MillenniumFMILX15.8415.9611.312.5311.65none0.54
Vanguard Primecap InvVPMCX22.8721.3117.1814.0411.577none0.39
Fidelity Growth Company**FDGRX28.9424.1318.4416.5211.319none0.85
Manning & Napier EquityEXEYX19.8217.9911.9810.2711.016none1.05
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.