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 February 28, 2019

Large-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
RETURN
3-YR
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5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Fidelity Advisor Growth Opportunities AFAGAX26.88%26.6%14.76%21.62%6.05%85.75%1.05%
RidgeWorth Aggressive Growth Stock ASAGAX25.1329.1912.9820.71105.751.51
Morgan Stanley Multi Cap Growth ACPOAX23.6930.9415.2422.487.61105.251.14
Sparrow Growth ASGFFX21.422.7410.6316.34.76105.752.21
Eaton Vance-Atlanta Capital Focused Growth A+EAALX17.2819.9212.2716.5145.751.25
Taylor Frigon Core GrowthTFCGX17.05102.00r1.45
American Century Focused Dynamic Growth InvACFOX16.8324.3413.4816.469none1.02
Dunham Focused Large Cap Growth Fund Class ADAFGX15.7619.489.9695.751.54
John Hancock U.S. Global Leaders Growth AUSGLX15.1517.2111.4816.856.4755.001.15
Polen Growth InvPOLRX15.0717.314.7662.00r1.23
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 February 28, 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 ACPOAX23.69%30.94%15.24%22.48%7.61%105.25%1.14%
RidgeWorth Aggressive Growth Stock ASAGAX25.1329.1912.9820.71105.751.51
Fidelity Advisor Growth Opportunities AFAGAX26.8826.614.7621.626.0585.751.05
Morgan Stanley Instl Growth Portfolio AMSEGX13.8526.4414.6422.118.43105.250.88
Transamerica Capital Growth AIALAX12.325.7314.0521.110.73105.501.19
Franklin Templeton DynaTech AFKDNX12.1224.6713.4219.428.7195.500.86
Biondo Focus InvBFONX11.5224.418.73102.00r2.55
American Century Focused Dynamic Growth InvACFOX16.8324.3413.4816.469none1.02
Homestead GrowthHNASX8.523.2513.519.947none0.93
Sparrow Growth ASGFFX21.422.7410.6316.34.76105.752.21
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 February 28, 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 ACPOAX23.69%30.94%15.24%22.48%7.61%105.25%1.14%
Fidelity Advisor Growth Opportunities AFAGAX26.8826.614.7621.626.0585.751.05
Polen Growth InvPOLRX15.0717.314.7662.00r1.23
USAA Nasdaq-100 IndexUSNQX4.1519.8614.6620.888none
Morgan Stanley Instl Growth Portfolio AMSEGX13.8526.4414.6422.118.43105.250.88
Shelton Capital Nasdaq-100 Index DirectNASDX4.3119.2414.3921.148none0.51
AllianceBernstein Growth AAGRFX13.6620.1214.1918.265.3874.251.19
Transamerica Capital Growth AIALAX12.325.7314.0521.110.73105.501.19
AllianceBernstein Large Cap Growth AAPGAX10.4418.613.9618.55.4154.250.89
Value Line Larger Companies Focused InvVALLX9.9821.2413.9616.315.769none1.11
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 February 28, 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
Morgan Stanley Multi Cap Growth ACPOAX23.69%30.94%15.24%22.48%7.61%105.25%1.14%
Morgan Stanley Instl Growth Portfolio AMSEGX13.8526.4414.6422.118.43105.250.88
Fidelity Advisor Growth Opportunities AFAGAX26.8826.614.7621.626.0585.751.05
Fidelity OTC PortfolioFOCPX2.8622.2513.2521.298.779none0.88
Shelton Capital Nasdaq-100 Index DirectNASDX4.3119.2414.3921.148none0.51
Metropolitan West AlphaTrak 500 FundMWATX4.7617.9311.8321.116.395none0.9
Transamerica Capital Growth AIALAX12.325.7314.0521.110.73105.501.19
Matthew 25 FundMXXVX-1.0317.667.4321.068.68102.00r1.08
USAA Nasdaq-100 IndexUSNQX4.1519.8614.6620.888none
Touchstone Sands Capital Select Growth A**TSNAX13.5821.719.4320.81105.001.43
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 February 28, 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 InvVHCOX5.51%19.46%12.14%18.7%13.06%8none%0.43%
CGM FocusCGMFX-26.898.270.146.5411.0110none2.45
Transamerica Capital Growth AIALAX12.325.7314.0521.110.73105.501.19
Amana GrowthAMAGX13.9419.0312.2415.1310.495none1.09
AMG Yacktman FundYACKX9.3313.568.817.6610.3122.00r0.71
Calamos Growth ACVGRX1.9613.357.1914.8210.2364.751.29
Parnassus Core Equity InvPRBLX10.0813.6510.0615.69.94none0.87
AMG Yacktman Focused SYAFFX10.6814.549.3217.799.8922.00r1.22
Vanguard Primecap InvVPMCX5.5419.4812.818.329.867none0.38
Principal Capital Appreciation ACMNWX5.4914.249.915.799.8545.500.83
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.
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