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 March 31, 2019

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
Fidelity Advisor Growth Opportunities AFAGAX33.81%24.94%16.39%20.74%6.06%85.75%1.05%
Morgan Stanley Multi Cap Growth ACPOAX30.1328.9817.6821.557105.251.14
RidgeWorth Aggressive Growth Stock ASAGAX27.4225.814.619.39105.751.48
Eaton Vance-Atlanta Capital Focused Growth A+EAALX23.2719.0713.4715.8455.751.25
Sparrow Growth ASGFFX22.122111.415.474.41105.752.21
Polen Growth InvPOLRX21.7316.7516.0262.00r1.23
Dunham Focused Large Cap Growth Fund Class ADAFGX21.1618.5812.24105.751.54
Taylor Frigon Core GrowthTFCGX20.94102.00r1.45
Meridian Equity Income LegacyMEIFX20.3721.0511.916.33102.00r1.4
John Hancock U.S. Global Leaders Growth AUSGLX20.0416.6112.5616.336.4765.001.15
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 March 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 ACPOAX30.13%28.98%17.68%21.55%7%105.25%1.14%
RidgeWorth Aggressive Growth Stock ASAGAX27.4225.814.619.39105.751.48
Fidelity Advisor Growth Opportunities AFAGAX33.8124.9416.3920.746.0685.751.05
Morgan Stanley Instl Growth Portfolio AMSEGX16.9223.9916.5321.118.22105.250.84
Franklin Templeton DynaTech AFKDNX17.1823.4315.7818.898.795.500.86
Transamerica Capital Growth AIALAX15.2123.2115.9120.1710.25105.501.19
Biondo Focus InvBFONX15.7722.49.65102.00r1.78
Homestead GrowthHNASX13.6221.6414.8218.957none0.86
American Century Focused Dynamic Growth InvACFOX17.7121.3913.2915.939none1.02
Fidelity OTC PortfolioFOCPX10.1921.1315.2520.448.79none0.88
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 March 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 ACPOAX30.13%28.98%17.68%21.55%7%105.25%1.14%
Morgan Stanley Instl Growth Portfolio AMSEGX16.9223.9916.5321.118.22105.250.84
Fidelity Advisor Growth Opportunities AFAGAX33.8124.9416.3920.746.0685.751.05
USAA Nasdaq-100 IndexUSNQX12.8218.8216.1620.128none0.48
Polen Growth InvPOLRX21.7316.7516.0262.00r1.23
Transamerica Capital Growth AIALAX15.2123.2115.9120.1710.25105.501.19
Shelton Capital Nasdaq-100 Index DirectNASDX12.4518.1815.8820.328none0.51
Franklin Templeton DynaTech AFKDNX17.1823.4315.7818.898.795.500.86
Edgewood Growth RetailEGFFX11.319.4115.7517.568none1.4
AllianceBernstein Growth AAGRFX16.9218.5715.2917.45.3174.251.19
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 March 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 ACPOAX30.13%28.98%17.68%21.55%7%105.25%1.14%
Morgan Stanley Instl Growth Portfolio AMSEGX16.9223.9916.5321.118.22105.250.84
Metropolitan West AlphaTrak 500 FundMWATX9.9316.0612.0421.076.235none0.9
Fidelity Advisor Growth Opportunities AFAGAX33.8124.9416.3920.746.0685.751.05
Fidelity OTC PortfolioFOCPX10.1921.1315.2520.448.79none0.88
Matthew 25 FundMXXVX5.2614.727.7420.388.85102.00r1.1
Shelton Capital Nasdaq-100 Index DirectNASDX12.4518.1815.8820.328none0.51
Transamerica Capital Growth AIALAX15.2123.2115.9120.1710.25105.501.19
USAA Nasdaq-100 IndexUSNQX12.8218.8216.1620.128none0.48
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX16.5319.3114.9419.8475.251.17
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 March 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 InvVHCOX6.49%16.91%12.36%17.29%12.66%9none%0.43%
CGM FocusCGMFX-27.291.48-0.985.2710.8510none2.45
AMG Yacktman FundYACKX11.7411.828.6916.3410.572none0.7
Amana GrowthAMAGX18.7318.1312.914.8110.386none1.09
Transamerica Capital Growth AIALAX15.2123.2115.9120.1710.25105.501.19
AMG Yacktman Focused SYAFFX12.7612.699.2916.4110.192none1.23
Calamos Growth ACVGRX6.6611.978.5113.9410.0464.751.29
Parnassus Core Equity InvPRBLX13.4112.3710.4615.339.964none0.87
Principal Capital Appreciation ACMNWX10.0312.5710.0315.029.855.500.83
Mairs & Power Growth InvMPGFX12.7610.778.5215.69.786none0.64
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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