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 October 31, 2017

Large-Company Stock Funds - 1 year

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
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Biondo Focus InvBFONX48.1%4.76%17.5%—%—%102.00%r2.59%
CGM FocusCGMFX43.999.8213.170.2811.8810none1.2
Fidelity Growth Company**FDGRX40.2416.0719.7310.510.529none0.77
ICON Fund SICNZX39.678.0511.622.29none1.12
JAG Large Cap Growth Fund Class AJLGAX39.4115.0216.7485.751.5
Fidelity OTC PortfolioFOCPX38.9116.6922.511.1310.0910none0.81
Homestead GrowthHNASX38.1115.0419.5310.058none0.95
Morgan Stanley Multi Cap Growth ACPOAX36.513.7419.679.569.38105.251.23
Baron Fifth Avenue Growth RetailBFTHX36.2713.3717.37.799none1.22
Matthew 25 FundMXXVX36.119.8114.1910.9710.18102.00r1.09
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 October 31, 2017

Large-Company Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Fidelity OTC PortfolioFOCPX38.91%16.69%22.5%11.13%10.09%10none%0.81%
Fidelity Growth Company**FDGRX40.2416.0719.7310.510.529none0.77
USAA Nasdaq-100 IndexUSNQX31.0415.319.5911.219none0.53
Loomis Sayles Growth ALGRRX26.5315.2818.667.225.7885.750.92
Homestead GrowthHNASX38.1115.0419.5310.058none0.95
JAG Large Cap Growth Fund Class AJLGAX39.4115.0216.7485.751.5
Morgan Stanley Instl Growth Portfolio AMSEGX34.5215.0120.479.578.38105.250.92
Shelton Capital Nasdaq-100 Index DirectNASDX29.6614.9919.5111.599none0.49
Parnassus EndeavorPARWX24.9514.9218.3612.367none0.95
T. Rowe Price Blue Chip GrowthTRBCX34.5814.8319.019.758.498none0.72
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 October 31, 2017

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
Fidelity OTC PortfolioFOCPX38.91%16.69%22.5%11.13%10.09%10none%0.81%
Vanguard Capital Opportunity InvVHCOX34.0813.5720.619.5313.848none0.45
Morgan Stanley Instl Growth Portfolio AMSEGX34.5215.0120.479.578.38105.250.92
Transamerica Capital Growth AIALAX34.6614.6320.1610.0112.92105.501.22
Fidelity Growth Company**FDGRX40.2416.0719.7310.510.529none0.77
Morgan Stanley Multi Cap Growth ACPOAX36.513.7419.679.569.38105.251.23
Catalyst Dynamic Alpha ICPEIX27.3814.2319.638none1.1
USAA Nasdaq-100 IndexUSNQX31.0415.319.5911.219none0.53
Edgewood Growth RetailEGFFX33.1714.5519.589.118none1.39
Homestead GrowthHNASX38.1115.0419.5310.058none0.95
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 October 31, 2017

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
Parnassus EndeavorPARWX24.95%14.92%18.36%12.36%—%7none%0.95%
Shelton Capital Nasdaq-100 Index DirectNASDX29.6614.9919.5111.599none0.49
Monetta Young InvestorMYIFX25.7510.3214.4411.235none1.22
Reynolds Blue Chip GrowthRBCGX24.336.5811.111.226.095none1.86
USAA Nasdaq-100 IndexUSNQX31.0415.319.5911.219none0.53
Fidelity OTC PortfolioFOCPX38.9116.6922.511.1310.0910none0.81
Matthew 25 FundMXXVX36.119.8114.1910.9710.18102.00r1.09
Pimco RAE Fundamental PLUS DPIXDX22.448.2713.9310.588none1.19
Fidelity Growth Company**FDGRX40.2416.0719.7310.510.529none0.77
AMG Yacktman Focused SYAFFX15.327.2811.310.498.9552.00r1.23
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 October 31, 2017

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 InvVHCOX34.08%13.57%20.61%9.53%13.84%8none%0.45%
Transamerica Capital Growth AIALAX34.6614.6320.1610.0112.92105.501.22
CGM FocusCGMFX43.999.8213.170.2811.8810none1.2
Oakmark Select IOAKLX23.478.115.418.8310.819none0.98
Calamos Growth ACVGRX22.797.6112.484.2410.7364.751.34
Fidelity New MillenniumFMILX22.028.913.927.810.696none0.57
Fidelity Growth Company**FDGRX40.2416.0719.7310.510.529none0.77
Vanguard Primecap InvVPMCX30.9313.1319.2910.0510.426none0.39
Janus Forty TJACTX28.8414.8116.577.2510.338none0.96
Quaker Strategic Growth AQUAGX21.056.112.842.7510.365.502.22
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.