Tool

Top-Performing Mutual Funds by Category

Global 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, 2019

Global 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
Highland Global Allocation AHCOAX5.21%16.97%3.3%10.31%4.76%75.75%1.44%
Deutsche Global Equity ADBISX3.629.414.98.985.6515.751.02
Kinetics Paradigm No Load WWNPX3.1422.459.5815.3692.00r1.64
Polen Global Growth InvPGIRX2.5614.8252.00r1.23
Camelot Excalibur Small Cap Income ACEXAX2.2312.262.15105.751.8
Harbor Global Growth InvHGGIX2.1513.388.396none1.27
MFS Low Volatility Global Equity AMVGAX0.569.688.1425.750.97
Artisan Global Discovery InvAPFDX0.5310none1.5
Janus Henderson Global Income Managed Volatility TJDGTX0.477.436.562none0.74
Sextant Global High Income FundSGHIX0.4113.935.672none0.75
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, 2019

Global 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
Kinetics Paradigm No Load WWNPX3.14%22.45%9.58%15.36%—%92.00%r1.64%
Baron Global Advantage RetailBGAFX-1.8620.8611.179none1.37
T. Rowe Price Global StockPRGSX-0.318.6612.0715.136.8872.00r0.82
Morgan Stanley Institutional Global Opportunity AMGGPX-4.0817.8215.0221.2385.251.12
Prudential Jennison Global Opportunities APRJAX-2.6817.4710.7895.501.14
Highland Global Allocation AHCOAX5.2116.973.310.314.7675.751.44
Longleaf Partners GlobalLLGLX-12.2316.383.299none1.2
Morgan Stanley Instl Fund Global Advantage AMIGPX-3.9416.179.5585.251.41
T. Rowe Price Global Growth StockRPGEX-4.3915.2610.2414.272.00r1
American Beacon SGA Global Growth InvSGAPX-1.5115.2110.897none1.36
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, 2019

Global 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 Institutional Global Opportunity AMGGPX-4.08%17.82%15.02%21.23%—%85.25%1.12%
T. Rowe Price Global StockPRGSX-0.318.6612.0715.136.8872.00r0.82
Baron Global Advantage RetailBGAFX-1.8620.8611.179none1.37
American Beacon SGA Global Growth InvSGAPX-1.5115.2110.897none1.36
Prudential Jennison Global Opportunities APRJAX-2.6817.4710.7895.501.14
T. Rowe Price Global Growth StockRPGEX-4.3915.2610.2414.272.00r1
Morgan Stanley Institutional Global Franchise AMSFBX-1.510.649.8813.4935.251.21
Kinetics Paradigm No Load WWNPX3.1422.459.5815.3692.00r1.64
Morgan Stanley Instl Fund Global Advantage AMIGPX-3.9416.179.5585.251.41
WCM Focused Global Growth InvWFGGX-2.2213.759.2861.00r1.4
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, 2019

Global 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 Institutional Global Opportunity AMGGPX-4.08%17.82%15.02%21.23%—%85.25%1.12%
Guinness Atkinson Global Innovators FundIWIRX-12.5813.578.6516.256.17none1.24
Artisan Global Opportunities Fund InvARTRX-8.8613.098.8816.237none1.15
Oppenheimer Global Value AGLVAX-6.9611.274.515.6285.751.27
Kinetics Paradigm No Load WWNPX3.1422.459.5815.3692.00r1.64
Marsico GlobalMGLBX-4.3814.548.9815.269none1.48
T. Rowe Price Global StockPRGSX-0.318.6612.0715.136.8872.00r0.82
T. Rowe Price Global Growth StockRPGEX-4.3915.2610.2414.272.00r1
Polaris Global Value FundPGVFX-9.0410.746.5114.178.5741.00r0.99
Cambiar Aggressive Value InvCAMAX-17.251.152.0813.992.00r1.13
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, 2019

Global 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
BlackRock Global SmallCap Inv AMDGCX-8.77%12.54%4.37%11.49%10.57%65.25%1.16%
First Eagle Global ASGENX-5.478.4359.5510.5625.001.11
Loomis Sayles Global Equity and Income A+LGMAX-3.8810.336.9512.249.4635.751.16
Polaris Global Value FundPGVFX-9.0410.746.5114.178.5741.00r0.99
Franklin Templeton Mutual Global Discovery ATEDIX-7.67.654.228.388.5145.501.21
Vanguard Global Equity InvVHGEX-7.1912.567.6312.798.265none0.48
Oppenheimer Global AOPPAX-11.0512.937.513.028.2175.751.1
Waddell & Reed Advisor Asset Strategy AIWGAX-5.794.51-0.386.118.125.750.41
American Funds Capital World Growth and Income ACWGIX-9.2310.376.0810.988.0945.750.77
Columbia Global Dividend Opportunity ACSVAX-10.436.842.739.128.0645.751.26
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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