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, 2017

Large-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Morgan Stanley Multi Cap Growth ACPOAX47.82%15.29%19.19%10.67%9.2%105.25%1.23%
Transamerica Capital Growth AIALAX43.8915.8719.510.6812.92105.501.22
Morgan Stanley Instl Growth Portfolio AMSEGX43.4516.0919.7610.58.18105.250.92
Baron Fifth Avenue Growth RetailBFTHX40.6413.5616.488.389none1.1
Franklin Templeton DynaTech AFKDNX39.3115.2318.0410.259.1195.750.91
Fidelity OTC PortfolioFOCPX38.5916.5922.0212.1810.3710none0.81
JPMorgan Large Cap Growth AOLGAX37.7113.1316.259.246.5485.251.05
Homestead GrowthHNASX37.6815.619.1511.088none0.95
Fidelity Growth Company**FDGRX36.7616.0619.7411.4410.549none0.77
T. Rowe Price Blue Chip GrowthTRBCX36.5515.318.8510.58.318none0.72
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, 2017

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
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20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Fidelity OTC PortfolioFOCPX38.59%16.59%22.02%12.18%10.37%10none%0.81%
Morgan Stanley Instl Growth Portfolio AMSEGX43.4516.0919.7610.58.18105.250.92
Fidelity Growth Company**FDGRX36.7616.0619.7411.4410.549none0.77
Transamerica Capital Growth AIALAX43.8915.8719.510.6812.92105.501.22
Homestead GrowthHNASX37.6815.619.1511.088none0.95
Edgewood Growth RetailEGFFX34.2815.4819.099.998none1.39
USAA Nasdaq-100 IndexUSNQX32.2915.4719.9812.299none0.53
T. Rowe Price Blue Chip GrowthTRBCX36.5515.318.8510.58.318none0.72
Loomis Sayles Growth ALGRRX32.2915.318.127.61675.750.91
Morgan Stanley Multi Cap Growth ACPOAX47.8215.2919.1910.679.2105.251.23
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 December 31, 2017

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
Fidelity OTC PortfolioFOCPX38.59%16.59%22.02%12.18%10.37%10none%0.81%
USAA Nasdaq-100 IndexUSNQX32.2915.4719.9812.299none0.53
Shelton Capital Nasdaq-100 Index DirectNASDX31.2515.119.9712.79none0.49
Vanguard Capital Opportunity InvVHCOX29.113.5619.9610.7614.188none0.44
Morgan Stanley Instl Growth Portfolio AMSEGX43.4516.0919.7610.58.18105.250.92
Fidelity Growth Company**FDGRX36.7616.0619.7411.4410.549none0.77
Catalyst Dynamic Alpha ICPEIX27.213.7619.698none1.1
Vanguard Primecap InvVPMCX29.5113.719.5110.9610.667none0.39
Transamerica Capital Growth AIALAX43.8915.8719.510.6812.92105.501.22
Primecap Odyssey GrowthPOGRX32.0514.9819.2611.419none0.66
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, 2017

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
Parnassus EndeavorPARWX19.81%14.52%18.48%13.65%—%7none%0.95%
Matthew 25 FundMXXVX24.6911.5915.2713.1510.15102.00r1.09
Shelton Capital Nasdaq-100 Index DirectNASDX31.2515.119.9712.79none0.49
USAA Nasdaq-100 IndexUSNQX32.2915.4719.9812.299none0.53
Monetta Young InvestorMYIFX23.111.214.912.25none1.22
Fidelity OTC PortfolioFOCPX38.5916.5922.0212.1810.3710none0.81
Reynolds Blue Chip GrowthRBCGX24.716.5411.0811.7165none1.97
Pimco RAE Fundamental PLUS DPIXDX18.819.614.611.578none1.19
Fidelity Growth Company**FDGRX36.7616.0619.7411.4410.549none0.77
AMG Yacktman Focused SYAFFX20.038.2312.2511.429.2852.00r1.23
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 December 31, 2017

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 InvVHCOX29.1%13.56%19.96%10.76%14.18%8none%0.44%
Transamerica Capital Growth AIALAX43.8915.8719.510.6812.92105.501.22
CGM FocusCGMFX24.829.2812.730.2512.4410none1.2
Calamos Growth ACVGRX26.598.47135.2511.2964.751.39
Fidelity New MillenniumFMILX20.0610.1414.418.7710.916none0.57
Vanguard Primecap InvVPMCX29.5113.719.5110.9610.667none0.39
Amana GrowthAMAGX28.9811.3914.128.5910.555none1.09
Oakmark Select IOAKLX15.728.7615.1810.7510.559none0.96
Fidelity Growth Company**FDGRX36.7616.0619.7411.4410.549none0.77
Quaker Strategic Growth AQUAGX16.336.3312.952.8910.4865.502.22
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.