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 June 30, 2018

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
Sparrow Growth ASGFFX46.71%12.62%13.4%6.72%—%95.75%2.65%
Morgan Stanley Multi Cap Growth ACPOAX40.620.3921.1713.579.01105.251.23
Artisan Thematic InvARTTX40.086none1.52
Meridian Equity Income LegacyMEIFX38.7816.5614.711.0692.00r1.2
Morgan Stanley Instl Growth Portfolio AMSEGX34.2119.8421.2413.688.35105.250.88
American Century Focused Dynamic Growth InvACFOX33.6615.7716.138.138none1.02
RidgeWorth Aggressive Growth Stock ASAGAX33.5516.5918.1112.73105.751.51
Transamerica Capital Growth AIALAX33.2919.5220.8413.9211.83105.501.23
Touchstone Sands Capital Select Growth A**TSNAX33.1213.7415.5613.09105.001.23
Prudential Jennison Select Growth ASPFAX33.0516.5118.1812.57105.501.24
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 June 30, 2018

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
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Morgan Stanley Multi Cap Growth ACPOAX40.6%20.39%21.17%13.57%9.01%105.25%1.23%
Morgan Stanley Instl Growth Portfolio AMSEGX34.2119.8421.2413.688.35105.250.88
Transamerica Capital Growth AIALAX33.2919.5220.8413.9211.83105.501.23
Fidelity OTC PortfolioFOCPX26.0419.4121.1615.0310.0710none0.81
Edgewood Growth RetailEGFFX24.6318.519.5711.819none1.4
Fidelity Growth Company**FDGRX27.9817.8819.4413.2810.389none0.85
Homestead GrowthHNASX28.9317.7718.9813.829none0.93
USAA Nasdaq-100 IndexUSNQX25.417.7620.1314.859none0.51
BlackRock Large Cap Growth Inv AMDLHX30.117.6917.9511.7785.251.13
Franklin Templeton DynaTech AFKDNX29.3917.6118.6812.769.2295.750.91
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 June 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 AMSEGX34.21%19.84%21.24%13.68%8.35%105.25%0.88%
Morgan Stanley Multi Cap Growth ACPOAX40.620.3921.1713.579.01105.251.23
Fidelity OTC PortfolioFOCPX26.0419.4121.1615.0310.0710none0.81
Transamerica Capital Growth AIALAX33.2919.5220.8413.9211.83105.501.23
USAA Nasdaq-100 IndexUSNQX25.417.7620.1314.859none0.51
Shelton Capital Nasdaq-100 Index DirectNASDX23.2116.8319.7315.099none0.49
Edgewood Growth RetailEGFFX24.6318.519.5711.819none1.4
Fidelity Growth Company**FDGRX27.9817.8819.4413.2810.389none0.85
Homestead GrowthHNASX28.9317.7718.9813.829none0.93
Rydex Nasdaq-100 HRYHOX24.0116.5818.9513.97.719none1.54
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 June 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
Shelton Capital Nasdaq-100 Index DirectNASDX23.21%16.83%19.73%15.09%—%9none%0.49%
Fidelity OTC PortfolioFOCPX26.0419.4121.1615.0310.0710none0.81
USAA Nasdaq-100 IndexUSNQX25.417.7620.1314.859none0.51
Parnassus EndeavorPARWX7.9212.4815.3214.338none0.92
Matthew 25 FundMXXVX13.289.8711.9314.189.09102.00r1.08
Monetta Young InvestorMYIFX17.5312.0113.0214.035none1.16
Transamerica Capital Growth AIALAX33.2919.5220.8413.9211.83105.501.23
Rydex Nasdaq-100 HRYHOX24.0116.5818.9513.97.719none1.54
Homestead GrowthHNASX28.9317.7718.9813.829none0.93
Morgan Stanley Instl Growth Portfolio AMSEGX34.2119.8421.2413.688.35105.250.88
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 June 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 InvVHCOX16.59%13.89%16.43%12.07%13.58%8none%0.44%
Transamerica Capital Growth AIALAX33.2919.5220.8413.9211.83105.501.23
Calamos Growth ACVGRX17.578.5913.047.0410.6664.751.39
CGM FocusCGMFX-6.490.455.26-3.2710.5510none1.16
Fidelity New MillenniumFMILX16.810.6612.2110.8710.476none0.54
Amana GrowthAMAGX17.1412.8413.739.5810.465none1.09
Fidelity Growth Company**FDGRX27.9817.8819.4413.2810.389none0.85
Principal Capital Appreciation ACMNWX14.0310.2312.489.8210.3455.500.82
Vanguard Primecap InvVPMCX18.1915.1116.6911.8310.287none0.39
Fidelity OTC PortfolioFOCPX26.0419.4121.1615.0310.0710none0.81
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.