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 May 31, 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 AFAGAX21.1%22.65%15.86%18.44%5.71%85.75%1.05%
Morgan Stanley Multi Cap Growth ACPOAX20.7128.3118.7119.316.96105.251.14
Eaton Vance-Atlanta Capital Focused Growth A+EAALX20.6918.713.0514.1145.751.25
Calvert Social Investment Equity Portfolio ACSIEX18.816.2212.3914.568.2344.751.01
Eaton Vance Atlanta Capital Select Equity AESEAX16.6312.5411.2345.751.05
Artisan Thematic InvARTTX14.88none1.51
RidgeWorth Aggressive Growth Stock ASAGAX14.5925.2715.2217.27105.751.48
Polen Growth InvPOLRX13.817.0515.2662.00r1.23
John Hancock U.S. Global Leaders Growth AUSGLX13.514.4412.3814.446.5255.001.15
Vanguard Dividend Growth InvVDIGX12.9312.2510.2613.536.594none0.22
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.

Data through May 31, 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 ACPOAX20.71%28.31%18.71%19.31%6.96%105.25%1.14%
RidgeWorth Aggressive Growth Stock ASAGAX14.5925.2715.2217.27105.751.48
Morgan Stanley Instl Growth Portfolio AMSEGX9.6223.116.7418.748.2595.250.84
Fidelity Advisor Growth Opportunities AFAGAX21.122.6515.8618.445.7185.751.05
Transamerica Capital Growth AIALAX8.7322.4716.1518.199.6295.501.19
Franklin Templeton DynaTech AFKDNX10.3621.8816.0417.38.7795.500.86
Sparrow Growth ASGFFX6.4919.7911.1613.314.73105.752.21
Meridian Equity Income LegacyMEIFX9.219.511.614.79102.00r1.4
Homestead GrowthHNASX4.5719.3613.8716.738none0.86
Biondo Focus InvBFONX1.5219.38.32102.00r1.78
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 May 31, 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 ACPOAX20.71%28.31%18.71%19.31%6.96%105.25%1.14%
Morgan Stanley Instl Growth Portfolio AMSEGX9.6223.116.7418.748.2595.250.84
Transamerica Capital Growth AIALAX8.7322.4716.1518.199.6295.501.19
Franklin Templeton DynaTech AFKDNX10.3621.8816.0417.38.7795.500.86
Fidelity Advisor Growth Opportunities AFAGAX21.122.6515.8618.445.7185.751.05
Polen Growth InvPOLRX13.817.0515.2662.00r1.23
RidgeWorth Aggressive Growth Stock ASAGAX14.5925.2715.2217.27105.751.48
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX11.9119.1715.1318.0165.251.17
Brown Advisory Sustainable Growth InvBIAWX11.2617.0514.9461.00r0.88
Fidelity OTC PortfolioFOCPX-0.2517.9914.8417.858.449none0.88
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 May 31, 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 ACPOAX20.71%28.31%18.71%19.31%6.96%105.25%1.14%
Morgan Stanley Instl Growth Portfolio AMSEGX9.6223.116.7418.748.2595.250.84
Metropolitan West AlphaTrak 500 FundMWATX4.5414.0710.8218.566.015none0.9
Fidelity Advisor Growth Opportunities AFAGAX21.122.6515.8618.445.7185.751.05
Transamerica Capital Growth AIALAX8.7322.4716.1518.199.6295.501.19
Shelton Capital Nasdaq-100 Index DirectNASDX3.0316.1614.1318.068none0.51
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX11.9119.1715.1318.0165.251.17
Matthew 25 FundMXXVX7.6214.697.9618.018.71102.00r1.1
USAA Nasdaq-100 IndexUSNQX2.9617.0914.517.938none0.48
Fidelity OTC PortfolioFOCPX-0.2517.9914.8417.858.449none0.88
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 May 31, 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 InvVHCOX-3.06%13.49%10.83%14.81%11.76%9none%0.43%
Calamos Growth ACVGRX2.6911.358.4811.7210.1464.751.29
AMG Yacktman FundYACKX10.4610.787.7312.829.972none0.7
Amana GrowthAMAGX12.2715.7812.0613.149.796none1.09
AMG Yacktman Focused SYAFFX11.2411.958.1412.689.672none1.23
Parnassus Core Equity InvPRBLX10.8411.689.1713.629.634none0.87
Transamerica Capital Growth AIALAX8.7322.4716.1518.199.6295.501.19
CGM FocusCGMFX-28.14-0.95-2.142.969.410none2.45
Fidelity Growth Company**FDGRX-1.7917.5813.6617.169.239none0.85
Principal Capital Appreciation ACMNWX5.9611.59.2213.239.1555.500.83
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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