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 March 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
Kinetics Paradigm No Load WWNPX14.73%21.33%9.87%16.25%—%102.00%r1.64%
Polen Global Growth InvPGIRX14.6815.8862.00r1.23
Morgan Stanley Institutional Global Franchise AMSFBX14.1412.9910.5115.2245.251.23
Harbor Global Growth InvHGGIX13.8614.779.4315.987none1.27
Baron Global Advantage RetailBGAFX13.4723.5512.889none1.15
WCM Focused Global Growth InvWFGGX12.7814.3410.5861.00r1.4
Morgan Stanley Institutional Global Quality AMGQAX12.6611.948.8545.251.28
Dreyfus Global Stock ADGLAX12.0713.078.8412.1545.751.2
American Beacon SGA Global Growth InvSGAPX10.7116.3111.736none1.36
BlackRock Long-Horizon Equity Inv AMDEGX10.410.995.4110.5655.251.22
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.

Data through March 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
Baron Global Advantage RetailBGAFX13.47%23.55%12.88%—%—%9none%1.15%
Kinetics Paradigm No Load WWNPX14.7321.339.8716.25102.00r1.64
Morgan Stanley Institutional Global Opportunity AMGGPX5.5220.1616.2221.6395.251.26
Prudential Jennison Global Opportunities APRJAX9.4118.9612.0495.501.14
Morgan Stanley Instl Fund Global Advantage AMIGPX9.7718.7510.7985.251.41
T. Rowe Price Global StockPRGSX7.5918.0112.2215.467.028none0.82
American Beacon SGA Global Growth InvSGAPX10.7116.3111.736none1.36
Polen Global Growth InvPGIRX14.6815.8862.00r1.23
Loomis Sayles Global Growth ALSAGX9.4315.1875.751.27
Motley Fool IndependenceFOOLX5.315.099.78none1.06
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 March 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 AMGGPX5.52%20.16%16.22%21.63%—%95.25%1.26%
Baron Global Advantage RetailBGAFX13.4723.5512.889none1.15
T. Rowe Price Global StockPRGSX7.5918.0112.2215.467.028none0.82
Prudential Jennison Global Opportunities APRJAX9.4118.9612.0495.501.14
American Beacon SGA Global Growth InvSGAPX10.7116.3111.736none1.36
Morgan Stanley Instl Fund Global Advantage AMIGPX9.7718.7510.7985.251.41
WCM Focused Global Growth InvWFGGX12.7814.3410.5861.00r1.4
Morgan Stanley Institutional Global Franchise AMSFBX14.1412.9910.5115.2245.251.23
T. Rowe Price Global Growth StockRPGEX6.3914.8710.1914.577none1
Artisan Global Opportunities Fund InvARTRX2.6113.449.9416.317none1.15
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 March 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 AMGGPX5.52%20.16%16.22%21.63%—%95.25%1.26%
Oppenheimer Global Value AGLVAX1.4611.124.7816.8785.751.27
Guinness Atkinson Global Innovators FundIWIRX-2.9313.38.9916.386.168none1.25
Artisan Global Opportunities Fund InvARTRX2.6113.449.9416.317none1.15
Kinetics Paradigm No Load WWNPX14.7321.339.8716.25102.00r1.64
Harbor Global Growth InvHGGIX13.8614.779.4315.987none1.27
Marsico GlobalMGLBX3.114.559.2115.949none1.48
T. Rowe Price Global StockPRGSX7.5918.0112.2215.467.028none0.82
Morgan Stanley Institutional Global Franchise AMSFBX14.1412.9910.5115.2245.251.23
Polaris Global Value FundPGVFX-1.138.845.5415.068.7241.00r0.99
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 March 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
First Eagle Global ASGENX1.71%6.85%4.59%10.15%10.65%25.00%1.11%
BlackRock Global SmallCap Inv AMDGCX-0.6411.183.9911.910.6565.251.16
Loomis Sayles Global Equity and Income A+LGMAX4.2510.297.0912.699.6535.751.16
Polaris Global Value FundPGVFX-1.138.845.5415.068.7241.00r0.99
Franklin Templeton Mutual Global Discovery ATEDIX1.697.373.868.88.545.501.22
Oppenheimer Global AOPPAX1.1413.817.7413.698.4675.751.1
American Funds Capital World Growth and Income ACWGIX0.3210.055.9911.528.3845.750.75
Waddell & Reed Advisor Asset Strategy AIWGAX0.55.5-0.095.868.2825.750.41
Vanguard Global Equity InvVHGEX2.1911.887.3313.628.275none0.48
Ivy Asset Strategy AWASAX2.676.820.396.128.2135.751.13
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.
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