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 October 31, 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
RidgeWorth Aggressive Growth Stock ASAGAX26.54%17.62%13.16%16.78%—%105.75%1.51%
Morgan Stanley Multi Cap Growth ACPOAX24.132015.9218.469.46105.251.23
Artisan Thematic InvARTTX23.267none1.52
Fidelity Advisor Growth Opportunities AFAGAX18.3816.0213.917.245.6895.750.91
Sparrow Growth ASGFFX18.1313.449.2611.455.15105.752.65
Copley FundCOPLX17.8514.2311.0810.015.5972.00r1.55
Eaton Vance-Atlanta Capital Focused Growth A+EAALX17.4613.5112.1512.9755.751.27
William Blair Growth NWBGSX17.2911.810.8113.46.76none1.2
Morgan Stanley Instl Growth Portfolio AMSEGX17.0918.4815.7518.348.69105.250.88
Dunham Focused Large Cap Growth Fund Class ADAFGX16.9810.1410.25105.751.39
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 October 31, 2018

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 ACPOAX24.13%20%15.92%18.46%9.46%105.25%1.23%
Morgan Stanley Instl Growth Portfolio AMSEGX17.0918.4815.7518.348.69105.250.88
Transamerica Capital Growth AIALAX16.5218.0215.3816.7711.77105.501.23
RidgeWorth Aggressive Growth Stock ASAGAX26.5417.6213.1616.78105.751.51
Fidelity OTC PortfolioFOCPX10.2717.0116.1419.1510.0810none0.81
Fidelity Advisor Growth Opportunities AFAGAX18.3816.0213.917.245.6895.750.91
Homestead GrowthHNASX12.5815.8714.4317.298none0.93
American Century Focused Dynamic Growth InvACFOX13.9615.812.61129none1.02
Fidelity Growth Company**FDGRX8.8315.7814.8617.2110.3110none0.85
Franklin Templeton DynaTech AFKDNX10.4515.6313.7716.278.9795.500.91
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 October 31, 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 IndexUSNQX12.11%15.18%16.32%18.49%—%8none%0.51%
Fidelity OTC PortfolioFOCPX10.2717.0116.1419.1510.0810none0.81
Morgan Stanley Multi Cap Growth ACPOAX24.132015.9218.469.46105.251.23
Shelton Capital Nasdaq-100 Index DirectNASDX10.8314.3315.8518.668none0.49
Edgewood Growth RetailEGFFX11.9714.9115.815.688none1.4
Morgan Stanley Instl Growth Portfolio AMSEGX17.0918.4815.7518.348.69105.250.88
Transamerica Capital Growth AIALAX16.5218.0215.3816.7711.77105.501.23
Polen Growth InvPOLRX14.811.9715.2462.00r1.23
Rydex Nasdaq-100 HRYHOX10.8413.9815.1717.437.378none1.54
Fidelity Growth Company**FDGRX8.8315.7814.8617.2110.3110none0.85
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 October 31, 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 PortfolioFOCPX10.27%17.01%16.14%19.15%10.08%10none%0.81%
Shelton Capital Nasdaq-100 Index DirectNASDX10.8314.3315.8518.668none0.49
USAA Nasdaq-100 IndexUSNQX12.1115.1816.3218.498none0.51
Morgan Stanley Multi Cap Growth ACPOAX24.132015.9218.469.46105.251.23
Morgan Stanley Instl Growth Portfolio AMSEGX17.0918.4815.7518.348.69105.250.88
Rydex Nasdaq-100 HRYHOX10.8413.9815.1717.437.378none1.54
Homestead GrowthHNASX12.5815.8714.4317.298none0.93
Fidelity Advisor Growth Opportunities AFAGAX18.3816.0213.917.245.6895.750.91
Fidelity Growth Company**FDGRX8.8315.7814.8617.2110.3110none0.85
AllianceBernstein Large Cap Growth AAPGAX11.8113.4314.3317.046.2154.250.89
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 October 31, 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 InvVHCOX7.2%14%13.64%16.02%13.69%9none%0.44%
CGM FocusCGMFX-11.345.284.934.512.5410none3.08
Transamerica Capital Growth AIALAX16.5218.0215.3816.7711.77105.501.23
Calamos Growth ACVGRX6.127.478.5311.9711.3564.751.39
Amana GrowthAMAGX12.8314.212.6112.9711.135none1.09
Principal Capital Appreciation ACMNWX6.9510.1210.2212.5210.8445.500.82
Fidelity New MillenniumFMILX4.8310.368.9914.1810.655none0.54
Vanguard Primecap InvVPMCX9.6914.5514.1515.0810.57none0.39
Fidelity Growth Company**FDGRX8.8315.7814.8617.2110.3110none0.85
Parnassus Core Equity InvPRBLX8.239.679.7612.5910.223none0.87
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.