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 January 31, 2020

Large-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
RETURN
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 LegacyMEIFX33.31%22.07%15.41%14.59%—% 2.00%r1.58%
Deutsche Large Cap Focus Growth ASGGAX33.0919.1915.1114.754.42 5.751.15
Principal Blue Chip APBLAX32.3122.3317.16 5.501
Equinox EquityHedge US Strategy AEEHAX32.313.559.93 5.75s1.24
Eaton Vance-Atlanta Capital Focused Growth A+EAALX31.2123.6616.1214.46 5.751.1
Brown Advisory Growth Equity InvBIAGX31.1523.3115.915.367.11 1.00r0.85
USAA Nasdaq-100 IndexUSNQX31.0421.4117.4918.47 none0.48
Neuberger Berman Guardian Inv**NGUAX30.9417.2111.9513.417.52 none0.89
MFS Growth AMFEGX30.8922.2416.2615.895.56 5.750.89
Wells Fargo Endeavor Select ASTAEX30.7423.8415.8715.35 5.751.2
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 January 31, 2020

Large-Company Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Fidelity Advisor Growth Opportunities AFAGAX28.81%28.5%18.58%18.84%7.09% 5.75%1.1%
Morgan Stanley Multi Cap Growth ACPOAX24.9828.4619.718.354.87 5.25
RidgeWorth Aggressive Growth Stock ASAGAX28.7927.5118.7716.81 5.751.48
Franklin Templeton DynaTech AFKDNX28.2324.2817.65178.12 5.500.85
American Century Focused Dynamic Growth InvACFOX25.0724.0815.6914.9 none0.89
Wells Fargo Endeavor Select ASTAEX30.7423.8415.8715.35 5.751.2
Eaton Vance-Atlanta Capital Focused Growth A+EAALX31.2123.6616.1214.46 5.751.1
JPMorgan Large Cap Growth AOLGAX30.0923.4915.9916.565.6 5.250.93
Brown Advisory Growth Equity InvBIAGX31.1523.3115.915.367.11 1.00r0.85
William Blair Large Cap Growth NLCGNX29.623.2616.0616.195.03 none1.05
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 January 31, 2020

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 ACPOAX24.98%28.46%19.7%18.35%4.87% 5.25%—%
RidgeWorth Aggressive Growth Stock ASAGAX28.7927.5118.7716.81 5.751.48
Fidelity Advisor Growth Opportunities AFAGAX28.8128.518.5818.847.09 5.751.1
Franklin Templeton DynaTech AFKDNX28.2324.2817.65178.12 5.500.85
USAA Nasdaq-100 IndexUSNQX31.0421.4117.4918.47 none0.48
Polen Growth InvPOLRX30.5423.0617.21 2.00r1.25
Principal Blue Chip APBLAX32.3122.3317.16 5.501
Brown Advisory Sustainable Growth InvBIAWX26.2820.9617.04 1.00r0.88
Shelton Capital Nasdaq-100 Index DirectNASDX30.0620.71718.545 none0.5
Fidelity OTC PortfolioFOCPX30.0221.8916.9918.177.54 none0.88
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 January 31, 2020

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 AFAGAX28.81%28.5%18.58%18.84%7.09% 5.75%1.1%
Shelton Capital Nasdaq-100 Index DirectNASDX30.0620.71718.545 none0.5
USAA Nasdaq-100 IndexUSNQX31.0421.4117.4918.47 none0.48
Morgan Stanley Multi Cap Growth ACPOAX24.9828.4619.718.354.87 5.25
Fidelity OTC PortfolioFOCPX30.0221.8916.9918.177.54 none0.88
Fidelity Growth Company**FDGRX28.621.2116.3717.667.51 none0.83
Morgan Stanley Instl Growth Portfolio AMSEGX16.3822.2116.8717.467.42 5.250.84
Rydex Nasdaq-100 HRYHOX29.4220.0116.2517.383.82 none1.61
Transamerica Capital Growth AIALAX15.4321.5516.3817.189.43 5.501.19
Edgewood Growth RetailEGFFX25.8520.5716.3417.12 none1.4
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 January 31, 2020

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 FundYACKX10.15%10.86%9.1%11.16%11.84% none%0.7%
AMG Yacktman Focused SYAFFX11.4311.499.8611.3111.75 none1.23
Mairs & Power Growth InvMPGFX18.3811.5210.3612.9710.14 none0.64
BlackRock Flexible Equity Inv ABMCAX25.1517.0313.0111.4210.02 5.250.87
Vanguard Capital Opportunity InvVHCOX14.1814.3412.1614.529.67 none0.44
Parnassus Core Equity InvPRBLX2314.2911.5813.169.62 none0.87
Matthew 25 FundMXXVX20.3811.4810.116.299.59 2.00r1.1
Franklin Templeton Rising Dividends AFRDPX20.8613.4111.1212.659.46 5.500.87
Transamerica Capital Growth AIALAX15.4321.5516.3817.189.43 5.501.19
Oakmark Fund IOAKMX10.328.829.212.539.41 none0.88
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.
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