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 April 30, 2019

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
Fidelity Advisor Growth Opportunities AFAGAX37.27%26.55%18.2%19.99%6.06%85.75%1.05%
Morgan Stanley Multi Cap Growth ACPOAX33.2530.4719.9920.176.69105.251.14
RidgeWorth Aggressive Growth Stock ASAGAX29.5127.7317.0918.18105.751.48
Taylor Frigon Core GrowthTFCGX26.74102.00r1.45
Eaton Vance-Atlanta Capital Focused Growth A+EAALX26.4620.9314.4414.9845.751.25
Polen Growth InvPOLRX26.1219.5616.9262.00r1.23
Amana GrowthAMAGX25.1219.6514.0914.3510.136none1.09
Dunham Focused Large Cap Growth Fund Class ADAFGX25.0920.4114.86105.751.54
Sparrow Growth ASGFFX24.0821.712.5614.354.62105.752.21
Calvert Social Investment Equity Portfolio ACSIEX24.0718.0813.7115.258.3344.751.01
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 April 30, 2019

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 ACPOAX33.25%30.47%19.99%20.17%6.69%105.25%1.14%
RidgeWorth Aggressive Growth Stock ASAGAX29.5127.7317.0918.18105.751.48
Fidelity Advisor Growth Opportunities AFAGAX37.2726.5518.219.996.0685.751.05
Morgan Stanley Instl Growth Portfolio AMSEGX21.2925.718.5319.688.34105.250.84
Transamerica Capital Growth AIALAX19.9624.9317.9219.3510.03105.501.19
Franklin Templeton DynaTech AFKDNX21.2924.8317.9518.268.995.500.86
Fidelity OTC PortfolioFOCPX15.7323.5117.7119.3999none0.88
American Century Focused Dynamic Growth InvACFOX19.222.9113.8416.219none1.02
Homestead GrowthHNASX15.0822.7116.2917.927none0.86
Baron Fifth Avenue Growth RetailBFTHX14.3322.2615.3115.899none1.01
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 April 30, 2019

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 ACPOAX33.25%30.47%19.99%20.17%6.69%105.25%1.14%
Morgan Stanley Instl Growth Portfolio AMSEGX21.2925.718.5319.688.34105.250.84
Fidelity Advisor Growth Opportunities AFAGAX37.2726.5518.219.996.0685.751.05
Franklin Templeton DynaTech AFKDNX21.2924.8317.9518.268.995.500.86
Transamerica Capital Growth AIALAX19.9624.9317.9219.3510.03105.501.19
Fidelity OTC PortfolioFOCPX15.7323.5117.7119.3999none0.88
USAA Nasdaq-100 IndexUSNQX18.5422.2517.5419.318none0.48
Shelton Capital Nasdaq-100 Index DirectNASDX18.321.2717.1519.448none0.51
RidgeWorth Aggressive Growth Stock ASAGAX29.5127.7317.0918.18105.751.48
Polen Growth InvPOLRX26.1219.5616.9262.00r1.23
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 April 30, 2019

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
Metropolitan West AlphaTrak 500 FundMWATX14.11%17.26%12.76%20.27%6.24%5none%0.9%
Morgan Stanley Multi Cap Growth ACPOAX33.2530.4719.9920.176.69105.251.14
Fidelity Advisor Growth Opportunities AFAGAX37.2726.5518.219.996.0685.751.05
Morgan Stanley Instl Growth Portfolio AMSEGX21.2925.718.5319.688.34105.250.84
Shelton Capital Nasdaq-100 Index DirectNASDX18.321.2717.1519.448none0.51
Fidelity OTC PortfolioFOCPX15.7323.5117.7119.3999none0.88
Transamerica Capital Growth AIALAX19.9624.9317.9219.3510.03105.501.19
USAA Nasdaq-100 IndexUSNQX18.5422.2517.5419.318none0.48
Matthew 25 FundMXXVX11.5316.278.9519.18.88102.00r1.1
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX20.8820.9116.4319.0975.251.17
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 April 30, 2019

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 InvVHCOX11.72%18.5%13.83%16.29%12.48%9none%0.43%
AMG Yacktman FundYACKX15.3512.69.0914.3110.522none0.7
AMG Yacktman Focused SYAFFX17.213.689.7114.310.42none1.23
Calamos Growth ACVGRX10.7713.9610.1512.9310.2974.751.29
Amana GrowthAMAGX25.1219.6514.0914.3510.136none1.09
Transamerica Capital Growth AIALAX19.9624.9317.9219.3510.03105.501.19
Parnassus Core Equity InvPRBLX16.6814.2610.6614.599.944none0.87
CGM FocusCGMFX-28.560.95-0.943.979.9410none2.45
Touchstone Focused ATFOAX9.9510.938.513.659.7565.001.2
Principal Capital Appreciation ACMNWX15.3614.5110.9814.259.7355.500.83
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.
Advertisement
Advertisement