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, 2017

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
Guinness Atkinson Global Innovators FundIWIRX38.09%12.27%19.28%8.55%—%9none%1.24%
Marsico GlobalMGLBX3810.4415.096.638none1.6
Morgan Stanley Institutional Global Opportunity AMGGPX37.1819.0222.0585.251.17
Prudential Jennison Global Opportunities APRJAX36.8613.7416.0195.501.2
Baron Global Advantage RetailBGAFX35.1310.714.3710none1.5
Delaware Focus Global Growth ADGGAX35.0111.6512.3795.751.48
Oppenheimer Global AOPPAX33.8510.9513.535.719.2285.751.13
Oakmark Global Fund InvOAKGX32.88.6213.575.710none1.17
John Hancock Funds Technical Opportunities AJTCAX32.046.8214.2495.001.54
Davis Global ADGFAX31.7512.3316.344.3884.75s0.97
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 October 31, 2017

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 AMGGPX37.18%19.02%22.05%—%—%85.25%1.17%
Prudential Jennison Global Opportunities APRJAX36.8613.7416.0195.501.2
T. Rowe Price Global StockPRGSX29.0413.1216.924.417.5382.00r0.89
John Hancock Funds Fundamental Global Franchise AJFGAX21.1412.7213.2775.001.28
WCM Focused Global Growth InvWFGGX22.2412.4771.00r
Davis Global ADGFAX31.7512.3316.344.3884.75s0.97
Guinness Atkinson Global Innovators FundIWIRX38.0912.2719.288.559none1.24
American Beacon SGA Global Growth InvSGAPX20.3511.911.268none1.34
Artisan Global Opportunities Fund InvARTRX23.8511.814.28none1.17
Delaware Focus Global Growth ADGGAX35.0111.6512.3795.751.48
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, 2017

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 AMGGPX37.18%19.02%22.05%—%—%85.25%1.17%
Guinness Atkinson Global Innovators FundIWIRX38.0912.2719.288.559none1.24
T. Rowe Price Global StockPRGSX29.0413.1216.924.417.5382.00r0.89
Davis Global ADGFAX31.7512.3316.344.3884.75s0.97
Prudential Jennison Global Opportunities APRJAX36.8613.7416.0195.501.2
Marsico GlobalMGLBX3810.4415.096.638none1.6
Thornburg Global Opportunities ATHOAX25.859.2615.015.7374.501.35
Oakmark Global Select InvOAKWX26.3410.6114.698.549none1.15
USAA Capital GrowthUSCGX25.8910.7814.513.75none1.21
Baron Global Advantage RetailBGAFX35.1310.714.3710none1.5
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, 2017

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
Guinness Atkinson Global Innovators FundIWIRX38.09%12.27%19.28%8.55%—%9none%1.24%
Oakmark Global Select InvOAKWX26.3410.6114.698.549none1.15
Cambiar Aggressive Value InvCAMAX17.574.9114.18.1102.00r1.35
Morgan Stanley Institutional Global Franchise AMSFBX20.2610.610.977.9275.251.22
FPA ParamountFPRAX26.2710.4910.666.75.188none1.29
Gabelli SRI AAASRIGX12.086.7410.046.6942.00r1.39
Marsico GlobalMGLBX3810.4415.096.638none1.6
USAA World GrowthUSAWX22.628.8812.26.456.815none1.13
MFS Global Equity AMWEFX22.288.7712.16.337.855.751.21
American Funds New Perspective AANWPX27.811.2913.346.249.4465.750.77
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, 2017

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 ASGENX12.35%7.08%8.4%6.24%10.43%35.00%1.1%
American Funds New Perspective AANWPX27.811.2913.346.249.4465.750.77
Loomis Sayles Global Equity and Income A+LGMAX19.557.879.165.919.3735.751.17
American Funds Capital World Growth and Income ACWGIX23.237.4311.214.269.2755.750.79
Oppenheimer Global AOPPAX33.8510.9513.535.719.2285.751.13
Waddell & Reed Advisor Asset Strategy AUNASX13.92-0.064.763.18.8235.751.16
Franklin Templeton Mutual Global Discovery ATEDIX14.35.889.574.988.7145.751.23
Vanguard Global Equity InvVHGEX27.79.8212.973.848.635none0.51
Ivy Asset Strategy AWASAX15.64-0.664.332.978.4845.751.12
Wells Fargo Intrinsic World Equity AEWEAX25.448.4110.284.988.4775.751.37
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.