Top-Performing Mutual Funds by Category
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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, 2020

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
RidgeWorth Aggressive Growth Stock ASAGAX22.56%26.95%18.66%16.27%—%105.75%1.26%
Morgan Stanley Multi Cap Growth ACPOAX19.6728.7220.1918.075.6595.251.16
American Century Focused Dynamic Growth InvACFOX18.2721.7815.0114.498none0.89
Fidelity Growth Company**FDGRX16.9918.715.4716.257.468none0.83
Shelton Capital Nasdaq-100 Index DirectNASDX16.517.4615.6516.984.767none0.5
JPMorgan Large Cap Growth AOLGAX16.4920.1314.815.315.3685.250.93
USAA Nasdaq-100 IndexUSNQX16.4417.9716.0716.877none0.48
Rydex Nasdaq-100 HRYHOX14.8616.5714.815.763.557none1.61
Morgan Stanley Instl Growth Portfolio AMSEGX14.6521.8217.217.017.595.250.83
Fidelity TrendFTRNX14.415.6413.0414.317.536none0.63
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, 2020

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 ACPOAX19.67%28.72%20.19%18.07%5.65%95.25%1.16%
RidgeWorth Aggressive Growth Stock ASAGAX22.5626.9518.6616.27105.751.26
Fidelity Advisor Growth Opportunities AFAGAX13.123.9217.3416.926.9185.751.1
Morgan Stanley Instl Growth Portfolio AMSEGX14.6521.8217.217.017.595.250.83
American Century Focused Dynamic Growth InvACFOX18.2721.7815.0114.498none0.89
Artisan Thematic InvARTTX4.7321.213none1.37
Transamerica Capital Growth AIALAX14.3121.216.6516.879.395.501.18
JPMorgan Large Cap Growth AOLGAX16.4920.1314.815.315.3685.250.93
Franklin Templeton DynaTech AFKDNX11.9819.9116.3115.487.8885.500.85
Sparrow Growth ASGFFX4.8119.710.9511.724.27105.752.1
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, 2020

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 ACPOAX19.67%28.72%20.19%18.07%5.65%95.25%1.16%
RidgeWorth Aggressive Growth Stock ASAGAX22.5626.9518.6616.27105.751.26
Fidelity Advisor Growth Opportunities AFAGAX13.123.9217.3416.926.9185.751.1
Morgan Stanley Instl Growth Portfolio AMSEGX14.6521.8217.217.017.595.250.83
Transamerica Capital Growth AIALAX14.3121.216.6516.879.395.501.18
Franklin Templeton DynaTech AFKDNX11.9819.9116.3115.487.8885.500.85
USAA Nasdaq-100 IndexUSNQX16.4417.9716.0716.877none0.48
Brown Advisory Sustainable Growth InvBIAWX11.2717.9415.851.00r0.88
Edgewood Growth RetailEGFFX11.8316.6615.7116.225none1.4
Shelton Capital Nasdaq-100 Index DirectNASDX16.517.4615.6516.984.767none0.5
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, 2020

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 ACPOAX19.67%28.72%20.19%18.07%5.65%95.25%1.16%
Morgan Stanley Instl Growth Portfolio AMSEGX14.6521.8217.217.017.595.250.83
Shelton Capital Nasdaq-100 Index DirectNASDX16.517.4615.6516.984.767none0.5
Fidelity Advisor Growth Opportunities AFAGAX13.123.9217.3416.926.9185.751.1
USAA Nasdaq-100 IndexUSNQX16.4417.9716.0716.877none0.48
Transamerica Capital Growth AIALAX14.3121.216.6516.879.395.501.18
RidgeWorth Aggressive Growth Stock ASAGAX22.5626.9518.6616.27105.751.26
Fidelity Growth Company**FDGRX16.9918.715.4716.257.468none0.83
Edgewood Growth RetailEGFFX11.8316.6615.7116.225none1.4
Fidelity OTC PortfolioFOCPX11.8116.8815.0616.117.138none0.88
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 April 30, 2020

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
AMG Yacktman Focused SYAFFX-8.19%5.22%6.51%8.91%11.59%3none%1.24%
AMG Yacktman FundYACKX-8.884.375.678.6211.373none0.7
BlackRock Flexible Equity Inv ABMCAX8.413.0911.489.179.5265.250.87
Transamerica Capital Growth AIALAX14.3121.216.6516.879.395.501.18
Mairs & Power Growth InvMPGFX-0.286.787.8410.599.095none0.65
Parnassus Core Equity InvPRBLX1.589.769.1311.288.683none0.86
Franklin Templeton Rising Dividends AFRDPX-2.427.337.6510.218.4555.500.87
Fidelity ContrafundFCNTX7.0213.712.1513.248.446none0.85
American Century Equity Income Inv**TWEIX-6.233.466.668.788.313none0.91
Oakmark Fund IOAKMX-14.131.1149.058.179none0.88
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.
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