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 July 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
Morgan Stanley Multi Cap Growth ACPOAX28.97%30.19%20.31%19.4%7.45%105.25%1.14%
RidgeWorth Aggressive Growth Stock ASAGAX25.626.7115.9316.94105.751.48
Eaton Vance-Atlanta Capital Focused Growth A+EAALX22.4720.7114.8314.1645.751.25
Fidelity Advisor Growth Opportunities AFAGAX22.4525.1517.8418.66.0985.751.05
Calvert Social Investment Equity Portfolio ACSIEX21.3918.2214.2214.528.4644.751.01
AllianceBernstein Concentrated Growth AWPASX20.4118.4313.7114.646.8164.251.21
Eaton Vance Atlanta Capital Select Equity AESEAX19.8915.2413.3545.751.05
Meridian Equity Income LegacyMEIFX18.621.4714.3815102.00r1.4
Federated Kaufmann Large Cap AKLCAX18.3317.0112.8615.575.501.08
Taylor Frigon Core GrowthTFCGX17.83102.00r1.45
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 July 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 ACPOAX28.97%30.19%20.31%19.4%7.45%105.25%1.14%
RidgeWorth Aggressive Growth Stock ASAGAX25.626.7115.9316.94105.751.48
Fidelity Advisor Growth Opportunities AFAGAX22.4525.1517.8418.66.0985.751.05
Morgan Stanley Instl Growth Portfolio AMSEGX16.2923.7617.7618.688.3695.250.84
Transamerica Capital Growth AIALAX15.323.2117.1418.019.8695.501.19
Franklin Templeton DynaTech AFKDNX17.592317.3417.238.9695.500.86
Biondo Focus InvBFONX4.9822.578.9892.00r1.78
JPMorgan Large Cap Growth AOLGAX14.3321.6615.3816.615.6485.250.97
Meridian Equity Income LegacyMEIFX18.621.4714.3815102.00r1.4
Baron Fifth Avenue Growth RetailBFTHX21.1614.7815.219none1.01
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 July 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 ACPOAX28.97%30.19%20.31%19.4%7.45%105.25%1.14%
Fidelity Advisor Growth Opportunities AFAGAX22.4525.1517.8418.66.0985.751.05
Morgan Stanley Instl Growth Portfolio AMSEGX16.2923.7617.7618.688.3695.250.84
Franklin Templeton DynaTech AFKDNX17.592317.3417.238.9695.500.86
Transamerica Capital Growth AIALAX15.323.2117.1418.019.8695.501.19
Polen Growth InvPOLRX16.8818.6417.0762.00r1.25
Brown Advisory Sustainable Growth InvBIAWX16.8218.9416.8461.00r0.88
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX17.8219.5516.4517.5765.251.17
Fidelity OTC PortfolioFOCPX6.4319.216.3317.818.659none0.88
RidgeWorth Aggressive Growth Stock ASAGAX25.626.7115.9316.94105.751.48
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 July 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 ACPOAX28.97%30.19%20.31%19.4%7.45%105.25%1.14%
Morgan Stanley Instl Growth Portfolio AMSEGX16.2923.7617.7618.688.3695.250.84
Fidelity Advisor Growth Opportunities AFAGAX22.4525.1517.8418.66.0985.751.05
Transamerica Capital Growth AIALAX15.323.2117.1418.019.8695.501.19
Shelton Capital Nasdaq-100 Index DirectNASDX9.5218.1915.417.888none0.51
Metropolitan West AlphaTrak 500 FundMWATX8.9915.5312.4917.816.336none0.9
Fidelity OTC PortfolioFOCPX6.4319.216.3317.818.659none0.88
USAA Nasdaq-100 IndexUSNQX9.2219.1415.7917.798none0.48
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX17.8219.5516.4517.5765.251.17
Franklin Templeton DynaTech AFKDNX17.592317.3417.238.9695.500.86
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 July 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 InvVHCOX1.24%15.28%12.46%14.7%11.4%8none%0.43%
AMG Yacktman FundYACKX9.1611.358.8912.4110.442none0.7
AMG Yacktman Focused SYAFFX9.67129.3812.3310.282none1.23
Calamos Growth ACVGRX7.913.410.0111.7910.0564.751.29
Transamerica Capital Growth AIALAX15.323.2117.1418.019.8695.501.19
Parnassus Core Equity InvPRBLX13.7113.9711.2113.679.864none0.87
CGM FocusCGMFX-29.07-2.31-2.742.329.8110none2.45
Amana GrowthAMAGX14.8216.913.7913.279.766none1.09
Mairs & Power Growth InvMPGFX9.3510.259.6813.379.366none0.64
Principal Capital Appreciation ACMNWX11.0313.4411.113.299.2155.500.83
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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