Top-Performing Mutual Funds by Category
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, 2019

Global Stock Funds - 1 year

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
Baron Global Advantage RetailBGAFX45.07%27.77%15.17%—%—%9none%1.15%
Artisan Global Discovery InvAPFDX42.578none1.4
Mundoval FundMUNDX37.2314.378.568.656none1.5
Guinness Atkinson Global Innovators FundIWIRX3715.3810.2813.345.169none1.25
Columbia Select Global Growth ACOGAX36.6515.938.1410.81105.751.37
American Century Global Growth InvTWGGX36.1317.5410.4410.555.666none1.07
Artisan Global Opportunities Fund InvARTRX35.617.3812.7913.77none1.15
MFS Global Growth AMWOFX35.3519.1211.7210.515.3855.751.31
Harbor Global Growth InvHGGIX35.3321.7311.8712.685none1.27
Polen Global Growth InvPGIRX35.0921.9514.5852.00r1.35
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, 2019

Global 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
Baron Global Advantage RetailBGAFX45.07%27.77%15.17%—%—%9none%1.15%
Morgan Stanley Institutional Global Opportunity AMGGPX35.0323.6917.6116.4185.251.26
Polen Global Growth InvPGIRX35.0921.9514.5852.00r1.35
Prudential Jennison Global Opportunities APRJAX30.3521.8914.1695.501.08
Harbor Global Growth InvHGGIX35.3321.7311.8712.685none1.27
Columbia Select Global Equity AIGLGX34.9320.6912.1110.453.8955.751.34
Brown Advisory Global Leaders InvBIALX33.9520.4751.00r0.86
Morgan Stanley Instl Fund Global Advantage AMIGPX31.0420.212.3985.251.41
T. Rowe Price Global StockPRGSX34.5119.6114.2112.246.528none0.82
Marsico GlobalMGLBX27.1819.4310.4811.969none1.41
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, 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 AMGGPX35.03%23.69%17.61%16.41%—%85.25%1.26%
Baron Global Advantage RetailBGAFX45.0727.7715.179none1.15
Polen Global Growth InvPGIRX35.0921.9514.5852.00r1.35
T. Rowe Price Global StockPRGSX34.5119.6114.2112.246.528none0.82
Prudential Jennison Global Opportunities APRJAX30.3521.8914.1695.501.08
American Beacon SGA Global Growth InvSGAPX32.4419.4213.825none1.19
WCM Focused Global Growth InvWFGGX33.4517.913.546none1.4
Artisan Global Opportunities Fund InvARTRX35.617.3812.7913.77none1.15
Morgan Stanley Instl Fund Global Advantage AMIGPX31.0420.212.3985.251.41
Morgan Stanley Institutional Global Franchise AMSFBX29.2416.8212.2812.2645.251.23
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, 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 AMGGPX35.03%23.69%17.61%16.41%—%85.25%1.26%
Artisan Global Opportunities Fund InvARTRX35.617.3812.7913.77none1.15
Guinness Atkinson Global Innovators FundIWIRX3715.3810.2813.345.169none1.25
Harbor Global Growth InvHGGIX35.3321.7311.8712.685none1.27
Morgan Stanley Institutional Global Franchise AMSFBX29.2416.8212.2812.2645.251.23
T. Rowe Price Global StockPRGSX34.5119.6114.2112.246.528none0.82
Marsico GlobalMGLBX27.1819.4310.4811.969none1.41
Virtus Global Opportunities ANWWOX27.241611.2311.855.1745.751.37
Kinetics Paradigm No Load WWNPX30.4816.5311.8111.849.87102.00r1.64
Motley Fool IndependenceFOOLX31.1517.9910.6911.128none1.1
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, 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
Oakmark Global Fund InvOAKGX29.6%10.1%5.96%8.6%10.16%9none%1.17%
First Eagle Global ASGENX20.177.666.467.9310.1235.001.11
Kinetics Paradigm No Load WWNPX30.4816.5311.8111.849.87102.00r1.64
Columbia Global Dividend Opportunity ACSVAX24.128.94.916.628.3145.751.25
Polaris Global Value FundPGVFX22.88.967.9610.818.2661.00r0.99
Franklin Templeton Mutual Global Discovery ATEDIX24.376.645.647.778.0645.501.22
FPA ParamountFPRAX29.3214.569.8110.318.056none1.29
Vanguard Global Equity InvVHGEX28.7314.339.710.337.935none0.48
Loomis Sayles Global Equity and Income A+LGMAX26.4513.439.119.887.935.751.16
American Funds Capital World Growth and Income ACWGIX25.3111.937.878.457.845.750.75
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.
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