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 November 30, 2019

Large-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
RETURN
20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Meridian Equity Income LegacyMEIFX58.7%22.44%14.07%14.26%—%102.00%r1.58%
Fidelity Advisor Growth Opportunities AFAGAX31.2928.6116.9418.166.5685.751.05
Equinox EquityHedge US Strategy AEEHAX31.0113.599.4975.75s1.24
YCG Enhanced FundYCGEX27.7418.4312.0842.00r1.19
Wells Fargo Endeavor Select ASTAEX26.1323.5714.0314.2675.751.2
Brown Advisory Growth Equity InvBIAGX25.7423.0214.2314.886.9971.00r0.85
Eaton Vance Atlanta Capital Select Equity AESEAX25.6317.8412.245.751.05
Eaton Vance-Atlanta Capital Focused Growth A+EAALX25.3423.2314.2813.5845.751.1
Touchstone Growth Opportunities ATGVFX25.2619.1710.6713.465.7885.001.24
MFS Massachusetts Investors Growth Stock AMIGFX24.8820.8913.314.245.8155.750.7
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 November 30, 2019

Large-Company Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
RETURN
5-YR
RETURN
10-YR
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20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Morgan Stanley Multi Cap Growth ACPOAX21.87%29.46%17.64%17.28%5.61%105.25%1.14%
Fidelity Advisor Growth Opportunities AFAGAX31.2928.6116.9418.166.5685.751.05
RidgeWorth Aggressive Growth Stock ASAGAX16.3324.8314.6214.95105.751.48
Franklin Templeton DynaTech AFKDNX23.4924.0715.6515.968.3795.500.86
Wells Fargo Endeavor Select ASTAEX26.1323.5714.0314.2675.751.2
Baron Fifth Avenue Growth RetailBFTHX22.6523.5314.0514.469none1.01
Morgan Stanley Instl Growth Portfolio AMSEGX14.3923.2515.1716.697.52105.250.84
Eaton Vance-Atlanta Capital Focused Growth A+EAALX25.3423.2314.2813.5845.751.1
JPMorgan Large Cap Growth AOLGAX23.0723.0514.2415.45.395.250.93
Brown Advisory Growth Equity InvBIAGX25.7423.0214.2314.886.9971.00r0.85
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 November 30, 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 ACPOAX21.87%29.46%17.64%17.28%5.61%105.25%1.14%
Fidelity Advisor Growth Opportunities AFAGAX31.2928.6116.9418.166.5685.751.05
Polen Growth InvPOLRX23.9721.6715.7462.00r1.25
Brown Advisory Sustainable Growth InvBIAWX21.3720.315.7161.00r0.88
Franklin Templeton DynaTech AFKDNX23.4924.0715.6515.968.3795.500.86
Fidelity OTC PortfolioFOCPX23.0322.2915.3617.5489none0.88
Morgan Stanley Instl Growth Portfolio AMSEGX14.3923.2515.1716.697.52105.250.84
Fidelity Growth Company**FDGRX22.0521.1914.9416.938.479none0.85
Principal Blue Chip APBLAX24.6921.3314.9165.501
USAA Nasdaq-100 IndexUSNQX21.7621.1514.8617.489none0.48
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 November 30, 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
Fidelity Advisor Growth Opportunities AFAGAX31.29%28.61%16.94%18.16%6.56%85.75%1.05%
Shelton Capital Nasdaq-100 Index DirectNASDX21.1920.2814.3917.568none0.5
Fidelity OTC PortfolioFOCPX23.0322.2915.3617.5489none0.88
USAA Nasdaq-100 IndexUSNQX21.7621.1514.8617.489none0.48
Morgan Stanley Multi Cap Growth ACPOAX21.8729.4617.6417.285.61105.251.14
Fidelity Growth Company**FDGRX22.0521.1914.9416.938.479none0.85
Morgan Stanley Instl Growth Portfolio AMSEGX14.3923.2515.1716.697.52105.250.84
Rydex Nasdaq-100 HRYHOX20.2719.7813.6516.414.419none1.61
Metropolitan West AlphaTrak 500 FundMWATX17.0316.1912.216.376.386none0.9
Transamerica Capital Growth AIALAX13.3422.6414.616.329.42105.501.19
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 November 30, 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
AMG Yacktman Focused SYAFFX8.86%12.56%8.22%11.11%11.71%3none%1.23%
AMG Yacktman FundYACKX7.7911.667.6511.0311.642none0.7
Vanguard Capital Opportunity InvVHCOX11.1416.1711.7414.6210.559none0.43
Parnassus Core Equity InvPRBLX17.4314.9710.4212.889.814none0.87
Mairs & Power Growth InvMPGFX13.6812.369.5313.029.756none0.64
BlackRock Flexible Equity Inv ABMCAX18.3516.6311.7611.139.5275.250.87
Transamerica Capital Growth AIALAX13.3422.6414.616.329.42105.501.19
Matthew 25 FundMXXVX21.9111.878.5616.239.3992.00r1.1
CGM FocusCGMFX-28.45-8.25-5.210.599.3110none2.45
Principal Capital Appreciation ACMNWX17.4215.210.712.829.1755.500.83
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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