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 October 31, 2018

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 WWNPX21.1%18.32%10.52%13.36%—%82.00%r1.64%
Harbor Global Growth InvHGGIX9.59.227.957none1.27
Polen Global Growth InvPGIRX7.4310.9862.00r1.35
Lazard Equity Franchise Portfolio OpenLZFOX7.066none1.2
Baron Global Advantage RetailBGAFX6.9814.3610.719none1.37
Morgan Stanley Institutional Global Franchise AMSFBX6.929.22912.6345.251.21
Morgan Stanley Institutional Global Quality AMGQAX6.98.197.7645.253.9
Highland Global Allocation AHCOAX6.426.174.248.395.21105.751.44
American Beacon SGA Global Growth InvSGAPX6.1910.89.187none1.36
Camelot Excalibur Small Cap Income ACEXAX6.167.5785.751.77
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 October 31, 2018

Global Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Kinetics Paradigm No Load WWNPX21.1%18.32%10.52%13.36%—%82.00%r1.64%
Baron Global Advantage RetailBGAFX6.9814.3610.719none1.37
Morgan Stanley Institutional Global Opportunity AMGGPX2.4914.0715.619.1295.251.12
T. Rowe Price Global StockPRGSX5.1712.7311.5612.937.1582.00r0.84
Marsico GlobalMGLBX5.8111.519.3212.939none1.6
Prudential Jennison Global Opportunities APRJAX3.6211.1610.66105.501.19
Longleaf Partners GlobalLLGLX-4.2911.123.5110none1.2
Morgan Stanley Instl Fund Global Advantage AMIGPX4.4511.088.7285.251.41
Polen Global Growth InvPGIRX7.4310.9862.00r1.35
American Beacon SGA Global Growth InvSGAPX6.1910.89.187none1.36
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 October 31, 2018

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 AMGGPX2.49%14.07%15.6%19.12%—%95.25%1.12%
T. Rowe Price Global StockPRGSX5.1712.7311.5612.937.1582.00r0.84
Baron Global Advantage RetailBGAFX6.9814.3610.719none1.37
Prudential Jennison Global Opportunities APRJAX3.6211.1610.66105.501.19
Kinetics Paradigm No Load WWNPX21.118.3210.5213.3682.00r1.64
Marsico GlobalMGLBX5.8111.519.3212.939none1.6
American Beacon SGA Global Growth InvSGAPX6.1910.89.187none1.36
Guinness Atkinson Global Innovators FundIWIRX-9.048.489.0314.217none1.24
Morgan Stanley Institutional Global Franchise AMSFBX6.929.22912.6345.251.21
Artisan Global Opportunities Fund InvARTRX-1.049.668.814.158none1.15
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 October 31, 2018

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 AMGGPX2.49%14.07%15.6%19.12%—%95.25%1.12%
Guinness Atkinson Global Innovators FundIWIRX-9.048.489.0314.217none1.24
Artisan Global Opportunities Fund InvARTRX-1.049.668.814.158none1.15
Oppenheimer Global Value AGLVAX-3.525.533.4313.3895.751.27
Kinetics Paradigm No Load WWNPX21.118.3210.5213.3682.00r1.64
Marsico GlobalMGLBX5.8111.519.3212.939none1.6
T. Rowe Price Global StockPRGSX5.1712.7311.5612.937.1582.00r0.84
Cambiar Aggressive Value InvCAMAX-10.76-1.823.4112.9192.00r1.12
Morgan Stanley Institutional Global Franchise AMSFBX6.929.22912.6345.251.21
T. Rowe Price Global Growth StockRPGEX0.19.748.3912.6272.00r1.01
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 October 31, 2018

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
BlackRock Global SmallCap Inv AMDGCX-0.75%7.01%4.72%10.15%11.19%75.25%1.16%
First Eagle Global ASGENX-2.825.444.548.9410.5225.001.11
Loomis Sayles Global Equity and Income A+LGMAX0.187.066.0911.39.7735.751.18
Franklin Templeton Mutual Global Discovery ATEDIX-2.585.054.438.118.8835.501.21
Oppenheimer Global AOPPAX-3.97.437.0711.58.8485.751.12
American Funds New Perspective AANWPX-0.288.638.111.728.5965.750.75
Polaris Global Value FundPGVFX-2.927.747.1812.588.5651.00r0.99
Vanguard Global Equity InvVHGEX-1.888.77.2910.958.535none0.48
American Funds Capital World Growth and Income ACWGIX-3.626.455.529.518.4955.750.77
Wells Fargo Intrinsic World Equity AEWEAX2.17.676.1210.738.3465.751.35
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.