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 December 31, 2017

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
Baron Global Advantage RetailBGAFX49.6%13.27%14.67%—%—%10none%1.5%
Morgan Stanley Institutional Global Opportunity AMGGPX49.0321.0121.8885.251.17
Delaware Focus Global Growth ADGGAX46.7613.0112.6695.751.48
Prudential Jennison Global Opportunities APRJAX42.9715.2615.4795.501.19
Morgan Stanley Instl Fund Global Advantage AMIGPX41.0213.3613.6385.251.44
Marsico GlobalMGLBX40.2410.6514.597.158none1.6
AllianceBernstein Sustainable Global Thematic AALTFX37.161313.084.825.4784.251.41
Oppenheimer Global AOPPAX36.2412.3412.96.749.2585.751.12
Guinness Atkinson Global Innovators FundIWIRX34.7512.6818.539.299none1.24
Calamos Global Equity ACAGEX34.4111.7810.946.4784.751.4
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 December 31, 2017

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
Morgan Stanley Institutional Global Opportunity AMGGPX49.03%21.01%21.88%—%—%85.25%1.17%
Prudential Jennison Global Opportunities APRJAX42.9715.2615.4795.501.19
T. Rowe Price Global StockPRGSX33.0914.7516.345.177.6182.00r0.84
Davis Global ADGFAX33.3314.7315.795.6984.75s0.98
American Beacon SGA Global Growth InvSGAPX32.7514.1912.528none1.34
Artisan Global Opportunities Fund InvARTRX31.1813.9713.57none1.15
WCM Focused Global Growth InvWFGGX27.313.5971.00r
Morgan Stanley Instl Fund Global Advantage AMIGPX41.0213.3613.6385.251.44
John Hancock Funds Fundamental Global Franchise AJFGAX24.313.3112.7865.001.27
Baron Global Advantage RetailBGAFX49.613.2714.6710none1.5
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 December 31, 2017

Global Stock Funds - 5 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 Institutional Global Opportunity AMGGPX49.03%21.01%21.88%—%—%85.25%1.17%
Guinness Atkinson Global Innovators FundIWIRX34.7512.6818.539.299none1.24
T. Rowe Price Global StockPRGSX33.0914.7516.345.177.6182.00r0.84
Davis Global ADGFAX33.3314.7315.795.6984.75s0.98
Prudential Jennison Global Opportunities APRJAX42.9715.2615.4795.501.19
Kinetics Paradigm No Load WWNPX28.4112.3415.175.0782.00r1.64
Baron Global Advantage RetailBGAFX49.613.2714.6710none1.5
Marsico GlobalMGLBX40.2410.6514.597.158none1.6
USAA Capital GrowthUSCGX23.8611.1914.44.875none1.21
QS Global Equity ACFIPX23.711.4214.284.625.3755.751.3
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 December 31, 2017

Global Stock Funds - 10 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
Oakmark Global Select InvOAKWX21.18%10.71%13.24%9.6%—%9none%1.12%
Guinness Atkinson Global Innovators FundIWIRX34.7512.6818.539.299none1.24
Artisan Global Value InvARTGX21.589.1112.228.956none1.25
Morgan Stanley Institutional Global Franchise AMSFBX25.5812.0211.898.6775.251.22
Cambiar Aggressive Value InvCAMAX6.485.95138.38102.00r1.35
Gabelli SRI AAASRIGX13.296.559.957.8742.00r1.39
Oppenheimer Global Value AGLVAX25.087.2210.847.85105.751.3
FPA ParamountFPRAX27.2310.5610.347.385.757none1.29
Marsico GlobalMGLBX40.2410.6514.597.158none1.6
USAA World GrowthUSAWX23.929.2911.587.17.035none1.13
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 December 31, 2017

Global Stock Funds - 20 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
First Eagle Global ASGENX13.48%7.55%8.14%6.59%10.57%35.00%1.1%
Loomis Sayles Global Equity and Income A+LGMAX21.798.879.086.319.6235.751.18
American Funds New Perspective AANWPX28.911.4212.66.889.4255.750.75
American Funds Capital World Growth and Income ACWGIX24.689.1111.025.019.2955.750.79
Oppenheimer Global AOPPAX36.2412.3412.96.749.2585.751.12
Vanguard Global Equity InvVHGEX27.7810.7512.584.958.825none0.48
Waddell & Reed Advisor Asset Strategy AUNASX15.921.164.23.058.7935.751.16
Franklin Templeton Mutual Global Discovery ATEDIX9.575.939.355.398.6545.751.23
Wells Fargo Intrinsic World Equity AEWEAX25.179.5310.195.928.5685.751.37
Ivy Asset Strategy AWASAX18.370.843.92.998.545.751.12
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.