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 August 30, 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
Sparrow Growth ASGFFX52.48%19.51%15.55%9.46%—%105.75%2.65%
Morgan Stanley Multi Cap Growth ACPOAX46.2724.921.2315.2511.01105.251.23
RidgeWorth Aggressive Growth Stock ASAGAX42.6421.516.9613.11105.751.51
Meridian Equity Income LegacyMEIFX42.1620.6715.6711.1792.00r1.33
Morgan Stanley Instl Growth Portfolio AMSEGX37.323.8321.2515.410.01105.250.88
American Century Focused Dynamic Growth InvACFOX36.6122.1417.4110.388none1.02
Transamerica Capital Growth AIALAX36.3423.4520.8314.9213.82105.501.23
Fidelity Advisor Growth Opportunities AFAGAX36.2321.4317.8213.16.8895.750.91
Taylor Frigon Core GrowthTFCGX36.07102.00r1.45
Dunham Focused Large Cap Growth Fund Class ADAFGX36.0317.2215.42105.751.39
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 August 30, 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 ACPOAX46.27%24.9%21.23%15.25%11.01%105.25%1.23%
Morgan Stanley Instl Growth Portfolio AMSEGX37.323.8321.2515.410.01105.250.88
Fidelity OTC PortfolioFOCPX29.423.5920.3816.1711.710none0.81
Transamerica Capital Growth AIALAX36.3423.4520.8314.9213.82105.501.23
Fidelity Growth Company**FDGRX31.6522.719.9114.9511.899none0.85
Franklin Templeton DynaTech AFKDNX31.3122.3419.1413.8910.1795.750.91
USAA Nasdaq-100 IndexUSNQX28.4522.2120.7915.619none0.51
American Century Focused Dynamic Growth InvACFOX36.6122.1417.4110.388none1.02
Edgewood Growth RetailEGFFX27.3221.7720.5212.489none1.4
RidgeWorth Aggressive Growth Stock ASAGAX42.6421.516.9613.11105.751.51
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 August 30, 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
Morgan Stanley Instl Growth Portfolio AMSEGX37.3%23.83%21.25%15.4%10.01%105.25%0.88%
Morgan Stanley Multi Cap Growth ACPOAX46.2724.921.2315.2511.01105.251.23
Transamerica Capital Growth AIALAX36.3423.4520.8314.9213.82105.501.23
USAA Nasdaq-100 IndexUSNQX28.4522.2120.7915.619none0.51
Edgewood Growth RetailEGFFX27.3221.7720.5212.489none1.4
Fidelity OTC PortfolioFOCPX29.423.5920.3816.1711.710none0.81
Shelton Capital Nasdaq-100 Index DirectNASDX25.732120.1815.759none0.49
Fidelity Growth Company**FDGRX31.6522.719.9114.9511.899none0.85
Catalyst Dynamic Alpha ICPEIX25.118.2919.778none1.1
Rydex Nasdaq-100 HRYHOX27.120.9619.5914.578.999none1.54
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 August 30, 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 PortfolioFOCPX29.4%23.59%20.38%16.17%11.7%10none%0.81%
Shelton Capital Nasdaq-100 Index DirectNASDX25.732120.1815.759none0.49
USAA Nasdaq-100 IndexUSNQX28.4522.2120.7915.619none0.51
Morgan Stanley Instl Growth Portfolio AMSEGX37.323.8321.2515.410.01105.250.88
Morgan Stanley Multi Cap Growth ACPOAX46.2724.921.2315.2511.01105.251.23
Fidelity Growth Company**FDGRX31.6522.719.9114.9511.899none0.85
Transamerica Capital Growth AIALAX36.3423.4520.8314.9213.82105.501.23
Rydex Nasdaq-100 HRYHOX27.120.9619.5914.578.999none1.54
AllianceBernstein Large Cap Growth AAPGAX24.618.118.1314.437.3554.251.03
Monetta Young InvestorMYIFX22.0216.2213.8914.425none1.16
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 August 30, 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 InvVHCOX25.7%19.48%17.8%13.18%15.28%9none%0.44%
Transamerica Capital Growth AIALAX36.3423.4520.8314.9213.82105.501.23
CGM FocusCGMFX-8.133.626.140.0312.7210none3.08
Calamos Growth ACVGRX21.8711.99138.312.5964.751.39
Principal Capital Appreciation ACMNWX19.2714.6113.6410.3112.3645.500.82
Fidelity New MillenniumFMILX19.8514.2812.3511.3612.196none0.54
Fidelity Growth Company**FDGRX31.6522.719.9114.9511.899none0.85
Amana GrowthAMAGX25.0418.0815.5510.7211.825none0.86
Vanguard Primecap InvVPMCX26.8720.2818.2212.8211.817none0.39
Fidelity OTC PortfolioFOCPX29.423.5920.3816.1711.710none0.81
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.