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 April 30, 2018

Global Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
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5-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Morgan Stanley Institutional Global Opportunity AMGGPX32.31%19.24%23.17%—%—%95.25%1.12%
Baron Global Advantage RetailBGAFX32.0813.4815.2410none1.36
Delaware Focus Global Growth ADGGAX31.7413.4811.8795.751.38
Marsico GlobalMGLBX30.911.8513.468.579none1.6
John Hancock Funds Technical Opportunities AJTCAX28.517.3611.2995.001.54
Prudential Jennison Global Opportunities APRJAX27.0413.4814.98105.501.19
Kinetics Paradigm No Load WWNPX26.8211.8312.286.7182.00r1.64
Morgan Stanley Instl Fund Global Advantage AMIGPX26.2313.1413.4485.251.41
Artisan Global Equity InvARTHX24.348.059.528none1.4
William Blair Global Growth NWGGNX22.489.5510.315.878none1.37
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

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 AMGGPX32.31%19.24%23.17%—%—%95.25%1.12%
Baron Global Advantage RetailBGAFX32.0813.4815.2410none1.36
Delaware Focus Global Growth ADGGAX31.7413.4811.8795.751.38
Prudential Jennison Global Opportunities APRJAX27.0413.4814.98105.501.19
T. Rowe Price Global StockPRGSX20.6313.4215.055.87.0382.00r0.84
Morgan Stanley Instl Fund Global Advantage AMIGPX26.2313.1413.4485.251.41
American Beacon SGA Global Growth InvSGAPX22.1712.6911.799none1.36
Polen Global Growth InvPGIRX19.5412.4652.00r1.35
Artisan Global Opportunities Fund InvARTRX19.6212.2712.348none1.15
Marsico GlobalMGLBX30.911.8513.468.579none1.6
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

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 AMGGPX32.31%19.24%23.17%—%—%95.25%1.12%
Guinness Atkinson Global Innovators FundIWIRX19.8311.8115.3110.188none1.24
Baron Global Advantage RetailBGAFX32.0813.4815.2410none1.36
T. Rowe Price Global StockPRGSX20.6313.4215.055.87.0382.00r0.84
Prudential Jennison Global Opportunities APRJAX27.0413.4814.98105.501.19
Davis Global ADGFAX20.0411.1613.566.6984.75s0.98
Marsico GlobalMGLBX30.911.8513.468.579none1.6
Morgan Stanley Instl Fund Global Advantage AMIGPX26.2313.1413.4485.251.41
Artisan Global Opportunities Fund InvARTRX19.6212.2712.348none1.15
Kinetics Paradigm No Load WWNPX26.8211.8312.286.7182.00r1.64
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.

Data through April 30, 2018

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
Guinness Atkinson Global Innovators FundIWIRX19.83%11.81%15.31%10.18%—%8none%1.24%
Oakmark Global Select InvOAKWX8.137.5710.189.839none1.12
Artisan Global Value InvARTGX10.387.949.569.25none1.25
Morgan Stanley Institutional Global Franchise AMSFBX10.219.638.979.0665.251.21
Oppenheimer Global Value AGLVAX15.187.078.638.88105.751.3
Marsico GlobalMGLBX30.911.8513.468.579none1.6
FPA ParamountFPRAX15.628.48.048.095.157none1.29
Cambiar Aggressive Value InvCAMAX5.651.2310.297.71102.00r1.12
Gabelli SRI AAASRIGX-0.463.816.687.6842.00r1.39
American Funds New Perspective AANWPX17.579.8811.277.68.6765.750.75
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.

Data through April 30, 2018

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
BlackRock Global SmallCap Inv AMDGCX15.77%6%9.16%6.34%10.23%85.25%1.5%
First Eagle Global ASGENX6.745.856.556.3810.0835.001.11
Loomis Sayles Global Equity and Income A+LGMAX13.737.788.226.989.2435.751.18
American Funds Capital World Growth and Income ACWGIX15.777.949.215.578.6855.750.77
American Funds New Perspective AANWPX17.579.8811.277.68.6765.750.75
Oppenheimer Global AOPPAX19.119.6310.757.48.5795.751.12
Waddell & Reed Advisor Asset Strategy AIWGAX8.530.333.093.118.2935.751.16
Vanguard Global Equity InvVHGEX16.129.110.345.588.125none0.48
Ivy Asset Strategy AWASAX12.910.553.163.288.1245.751.12
Franklin Templeton Mutual Global Discovery ATEDIX4.744.37.395.938.0145.751.21
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.