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 April 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
Artisan Thematic InvARTTX38.79%—%—%—%—%6none%1.52%
Morgan Stanley Multi Cap Growth ACPOAX33.7616.319.111.838.77105.251.23
Sparrow Growth ASGFFX31.898.9310.724.8395.752.65
Morgan Stanley Instl Growth Portfolio AMSEGX3016.7220.0112.047.99105.250.88
Transamerica Capital Growth AIALAX29.8516.3519.7212.0911.88105.501.23
Prudential Jennison Select Growth ASPFAX29.8314.9216.7811.61105.501.24
RidgeWorth Aggressive Growth Stock ASAGAX28.914.0117.210.89105.751.51
Baron Fifth Avenue Growth RetailBFTHX28.6714.616.9810.0210none1.1
T. Rowe Price Blue Chip GrowthTRBCX28.2216.0518.3912.137.949none0.7
Homestead GrowthHNASX28.1616.1618.6912.89none0.93
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 April 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
Edgewood Growth RetailEGFFX24.53%17.62%18.67%10.9%—%9none%1.4%
Morgan Stanley Instl Growth Portfolio AMSEGX3016.7220.0112.047.99105.250.88
Transamerica Capital Growth AIALAX29.8516.3519.7212.0911.88105.501.23
Morgan Stanley Multi Cap Growth ACPOAX33.7616.319.111.838.77105.251.23
Homestead GrowthHNASX28.1616.1618.6912.89none0.93
Fidelity Growth Company**FDGRX27.6616.1518.4912.5610.199none0.85
Franklin Templeton DynaTech AFKDNX26.9516.1517.4911.858.9695.750.91
T. Rowe Price Blue Chip GrowthTRBCX28.2216.0518.3912.137.949none0.7
Fidelity OTC PortfolioFOCPX23.4115.9520.4313.779.5910none0.81
Primecap Odyssey GrowthPOGRX23.9615.8216.2112.549none0.66
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 April 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
Fidelity OTC PortfolioFOCPX23.41%15.95%20.43%13.77%9.59%10none%0.81%
Morgan Stanley Instl Growth Portfolio AMSEGX3016.7220.0112.047.99105.250.88
Transamerica Capital Growth AIALAX29.8516.3519.7212.0911.88105.501.23
Morgan Stanley Multi Cap Growth ACPOAX33.7616.319.111.838.77105.251.23
USAA Nasdaq-100 IndexUSNQX18.9415.1318.813.619none0.51
Homestead GrowthHNASX28.1616.1618.6912.89none0.93
Edgewood Growth RetailEGFFX24.5317.6218.6710.99none1.4
Shelton Capital Nasdaq-100 Index DirectNASDX17.5814.5118.5213.929none0.49
Fidelity Growth Company**FDGRX27.6616.1518.4912.5610.199none0.85
T. Rowe Price Blue Chip GrowthTRBCX28.2216.0518.3912.137.949none0.7
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 April 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 DirectNASDX17.58%14.51%18.52%13.92%—%9none%0.49%
Fidelity OTC PortfolioFOCPX23.4115.9520.4313.779.5910none0.81
USAA Nasdaq-100 IndexUSNQX18.9415.1318.813.619none0.51
Parnassus EndeavorPARWX9.111.5315.2713.168none0.92
Homestead GrowthHNASX28.1616.1618.6912.89none0.93
Rydex Nasdaq-100 HRYHOX17.7314.0117.6612.697.759none1.54
Monetta Young InvestorMYIFX14.6910.7212.4312.665none1.16
Reynolds Blue Chip GrowthRBCGX20.497.9410.1212.625.356none1.97
Fidelity Growth Company**FDGRX27.6616.1518.4912.5610.199none0.85
Primecap Odyssey GrowthPOGRX23.9615.8216.2112.549none0.66
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 April 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 InvVHCOX17.04%12.6%15.86%11.29%13.38%8none%0.44%
Transamerica Capital Growth AIALAX29.8516.3519.7212.0911.88105.501.23
CGM FocusCGMFX11.738.889.02-0.5411.1710none1.16
Calamos Growth ACVGRX17.037.8412.566.2110.6264.751.39
Fidelity New MillenniumFMILX14.99.52129.8810.216none0.54
Fidelity Growth Company**FDGRX27.6616.1518.4912.5610.199none0.85
Vanguard Primecap InvVPMCX19.2413.416.0911.3410.067none0.39
Amana GrowthAMAGX1510.7912.528.910.065none1.09
Principal Capital Appreciation ACMNWX11.719.0511.988.99.7555.500.82
Quaker Strategic Growth AQUAGX10.925.379.522.749.6965.502.22
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.