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 May 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
Morgan Stanley Institutional Global Franchise AMSFBX13.21%12.32%9.39%13.36%—%45.25%1.23%
Morgan Stanley Institutional Global Quality AMGQAX10.5311.47.9345.251.28
Baron Global Advantage RetailBGAFX9.3722.7213.229none1.15
Harbor Global Growth InvHGGIX9.2913.468.9513.486none1.27
WCM Focused Global Growth InvWFGGX9.113.3211.076none1.4
Polen Global Growth InvPGIRX8.1115.7662.00r1.23
Motley Fool IndependenceFOOLX7.7915.769.528none1.06
Janus Henderson Global Income Managed Volatility TJDGTX7.636.115.312none0.74
American Beacon SGA Global Growth InvSGAPX7.6114.4511.666none1.36
MFS Low Volatility Global Equity AMVGAX7.388.146.8725.750.97
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 May 31, 2019

Global Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
RETURN
5-YR
RETURN
10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Baron Global Advantage RetailBGAFX9.37%22.72%13.22%—%—%9none%1.15%
Kinetics Paradigm No Load WWNPX0.8819.289.3712.7592.00r1.64
Morgan Stanley Institutional Global Opportunity AMGGPX-1.9918.6516.0318.3885.251.26
Morgan Stanley Instl Fund Global Advantage AMIGPX5.2618.0910.7485.251.41
Prudential Jennison Global Opportunities APRJAX0.9417.0511.9595.501.14
Polen Global Growth InvPGIRX8.1115.7662.00r1.23
Motley Fool IndependenceFOOLX7.7915.769.528none1.06
T. Rowe Price Global StockPRGSX1.9215.0811.112.76.868none0.82
American Beacon SGA Global Growth InvSGAPX7.6114.4511.666none1.36
GAMCO Global Growth AAAGICPX3.5413.567.8811.445.1162.00r1.42
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 May 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 AMGGPX-1.99%18.65%16.03%18.38%—%85.25%1.26%
Baron Global Advantage RetailBGAFX9.3722.7213.229none1.15
Prudential Jennison Global Opportunities APRJAX0.9417.0511.9595.501.14
American Beacon SGA Global Growth InvSGAPX7.6114.4511.666none1.36
T. Rowe Price Global StockPRGSX1.9215.0811.112.76.868none0.82
WCM Focused Global Growth InvWFGGX9.113.3211.076none1.4
Morgan Stanley Instl Fund Global Advantage AMIGPX5.2618.0910.7485.251.41
Motley Fool IndependenceFOOLX7.7915.769.528none1.06
Artisan Global Opportunities Fund InvARTRX0.0111.669.4214.227none1.15
Morgan Stanley Institutional Global Franchise AMSFBX13.2112.329.3913.3645.251.23
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 May 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 AMGGPX-1.99%18.65%16.03%18.38%—%85.25%1.26%
Artisan Global Opportunities Fund InvARTRX0.0111.669.4214.227none1.15
Guinness Atkinson Global Innovators FundIWIRX-9.4910.866.9813.65.989none1.25
Harbor Global Growth InvHGGIX9.2913.468.9513.486none1.27
Morgan Stanley Institutional Global Franchise AMSFBX13.2112.329.3913.3645.251.23
Marsico GlobalMGLBX-3.2813.268.6913.359none1.48
Oppenheimer Global Value AGLVAX-1.959.744.5712.7795.501.27
Kinetics Paradigm No Load WWNPX0.8819.289.3712.7592.00r1.64
T. Rowe Price Global StockPRGSX1.9215.0811.112.76.868none0.82
Virtus Global Opportunities ANWWOX5.2511.268.7312.445.2745.751.4
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 May 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 ASGENX-1.7%5.09%3.85%8.3%10.19%25.00%1.11%
BlackRock Global SmallCap Inv AMDGCX-2.939.173.279.6510.0565.251.16
Loomis Sayles Global Equity and Income A+LGMAX2.929.476.6710.779.435.751.16
Oppenheimer Global AOPPAX-4.5411.686.4710.928.1585.501.1
Polaris Global Value FundPGVFX-5.887.274.5911.798.0951.00r0.99
Ivy Asset Strategy AWASAX0.436.290.435.548.0635.751.13
Waddell & Reed Advisor Asset Strategy AIWGAX-1.764.43-0.325.088.0525.750.41
Franklin Templeton Mutual Global Discovery ATEDIX-2.45.612.817.648.0345.501.22
American Funds Capital World Growth and Income ACWGIX-3.768.324.599.128.0345.750.75
American Funds New Perspective AANWPX0.3211.47.911.417.9355.750.74
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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