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 September 30, 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
Nuveen Real Asset Income ANRIAX12.21%6.24%6.23%—%—%15.75%1.14%
Harbor Global Growth InvHGGIX10.9516.0110.3712.456none1.27
Baron Global Advantage RetailBGAFX10.6919.9412.89none1.15
Columbia Select Global Equity AIGLGX10.1214.1910.249.944.8965.751.34
Morgan Stanley Institutional Global Franchise AMSFBX9.8113.5411.0112.2145.251.23
MFS Global Growth AMWOFX9.6614.2410.6710.316.8955.751.37
Janus Henderson Global Income Managed Volatility TJDGTX9.337.357.472none0.74
Morgan Stanley Institutional Global Quality AMGQAX9.213.39.8245.251.28
WCM Focused Global Growth InvWFGGX9.1613.212.156none1.4
Eventide Multi-Asset Income NETNMX9.095.572none1.15
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 September 30, 2019

Global Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Baron Global Advantage RetailBGAFX10.69%19.94%12.8%—%—%9none%1.15%
Morgan Stanley Institutional Global Opportunity AMGGPX2.617.2415.2715.8185.251.26
Polen Global Growth InvPGIRX7.8716.3152.00r1.35
Harbor Global Growth InvHGGIX10.9516.0110.3712.456none1.27
Brown Advisory Global Leaders InvBIALX8.0815.8351.00r0.86
Kinetics Paradigm No Load WWNPX-7.4215.739.2911.24102.00r1.64
Morgan Stanley Instl Fund Global Advantage AMIGPX4.0815.6611.0585.251.41
Prudential Jennison Global Opportunities APRJAX-1.6815.0811.9195.501.14
T. Rowe Price Global StockPRGSX3.2914.4911.9811.676.927none0.82
GAMCO Global Growth AAAGICPX3.6114.39.0310.744.8162.00r1.42
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 September 30, 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 AMGGPX2.6%17.24%15.27%15.81%—%85.25%1.26%
Baron Global Advantage RetailBGAFX10.6919.9412.89none1.15
American Beacon SGA Global Growth InvSGAPX8.9913.6712.656none1.36
WCM Focused Global Growth InvWFGGX9.1613.212.156none1.4
T. Rowe Price Global StockPRGSX3.2914.4911.9811.676.927none0.82
Prudential Jennison Global Opportunities APRJAX-1.6815.0811.9195.501.14
Morgan Stanley Instl Fund Global Advantage AMIGPX4.0815.6611.0585.251.41
Morgan Stanley Institutional Global Franchise AMSFBX9.8113.5411.0112.2145.251.23
MFS Global Growth AMWOFX9.6614.2410.6710.316.8955.751.37
Artisan Global Opportunities Fund InvARTRX4.8511.6710.5813.336none1.15
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 September 30, 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 AMGGPX2.6%17.24%15.27%15.81%—%85.25%1.26%
Artisan Global Opportunities Fund InvARTRX4.8511.6710.5813.336none1.15
Guinness Atkinson Global Innovators FundIWIRX2.7712.238.6312.886.399none1.25
Harbor Global Growth InvHGGIX10.9516.0110.3712.456none1.27
Morgan Stanley Institutional Global Franchise AMSFBX9.8113.5411.0112.2145.251.23
Virtus Global Opportunities ANWWOX7.6212.5410.1511.85.5745.751.4
Marsico GlobalMGLBX-5.3613.848.9911.739none1.48
T. Rowe Price Global StockPRGSX3.2914.4911.9811.676.927none0.82
Kinetics Paradigm No Load WWNPX-7.4215.739.2911.24102.00r1.64
Motley Fool IndependenceFOOLX3.3614.259.2511.058none1.06
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 September 30, 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 ASGENX5.14%5.95%5.53%7.68%10.24%35.00%1.11%
Oakmark Global Fund InvOAKGX-2.489.054.447.8910.069none1.15
BlackRock Global SmallCap Inv AMDGCX-1.368.25.218.319.7655.250.97
Loomis Sayles Global Equity and Income A+LGMAX7.6610.317.849.829.5735.751.16
Franklin Templeton Mutual Global Discovery ATEDIX1.196.244.337.298.3945.501.22
Columbia Global Dividend Opportunity ACSVAX3.146.252.956.538.2645.751.26
Ivy Asset Strategy AWASAX2.68.12.025.048.2135.751.16
Waddell & Reed Advisor Asset Strategy AIWGAX2.235.581.274.538.1625.750.4
American Funds Capital World Growth and Income ACWGIX1.288.595.967.928.1545.750.75
Polaris Global Value FundPGVFX-2.187.586.69.988.1351.00r0.99
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.
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