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 August 30, 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 WWNPX30.75%22.83%15.07%10.16%—%92.00%r1.64%
Marsico GlobalMGLBX2817.6414.7210.749none1.6
Baron Global Advantage RetailBGAFX27.0921.3516.2810none1.37
T. Rowe Price Global StockPRGSX24.0919.0516.398.148.3282.00r0.84
Artisan Global Discovery InvAPFDX23.63none1.5
Polen Global Growth InvPGIRX23.3217.3862.00r1.35
Prudential Jennison Global Opportunities APRJAX23.0718.2615.96105.501.19
Motley Fool IndependenceFOOLX22.3215.1612.268none1.15
Morgan Stanley Institutional Global Opportunity AMGGPX22.0422.3222.0715.9595.251.12
William Blair Global Growth NWGGNX21.6614.7611.717.737none1.37
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.

Data through August 30, 2018

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
Kinetics Paradigm No Load WWNPX30.75%22.83%15.07%10.16%—%92.00%r1.64%
Morgan Stanley Institutional Global Opportunity AMGGPX22.0422.3222.0715.9595.251.12
Baron Global Advantage RetailBGAFX27.0921.3516.2810none1.37
T. Rowe Price Global StockPRGSX24.0919.0516.398.148.3282.00r0.84
Prudential Jennison Global Opportunities APRJAX23.0718.2615.96105.501.19
Marsico GlobalMGLBX2817.6414.7210.749none1.6
Polen Global Growth InvPGIRX23.3217.3862.00r1.35
Morgan Stanley Instl Fund Global Advantage AMIGPX19.7417.2513.6485.251.41
Guinness Atkinson Global Innovators FundIWIRX12.9417.0114.5311.788none1.24
American Beacon SGA Global Growth InvSGAPX18.7816.8913.058none1.36
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 August 30, 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 AMGGPX22.04%22.32%22.07%15.95%—%95.25%1.12%
T. Rowe Price Global StockPRGSX24.0919.0516.398.148.3282.00r0.84
Baron Global Advantage RetailBGAFX27.0921.3516.2810none1.37
Prudential Jennison Global Opportunities APRJAX23.0718.2615.96105.501.19
Kinetics Paradigm No Load WWNPX30.7522.8315.0710.1692.00r1.64
Marsico GlobalMGLBX2817.6414.7210.749none1.6
Guinness Atkinson Global Innovators FundIWIRX12.9417.0114.5311.788none1.24
Morgan Stanley Instl Fund Global Advantage AMIGPX19.7417.2513.6485.251.41
Artisan Global Opportunities Fund InvARTRX13.5915.5713.478none1.15
T. Rowe Price Global Growth StockRPGEX17.0315.1913.472.00r1.01
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 August 30, 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 AMGGPX22.04%22.32%22.07%15.95%—%95.25%1.12%
Guinness Atkinson Global Innovators FundIWIRX12.9417.0114.5311.788none1.24
Morgan Stanley Institutional Global Franchise AMSFBX14.3114.2511.5810.8645.251.21
Oakmark Global Select InvOAKWX4.219.98.8810.779none1.12
Marsico GlobalMGLBX2817.6414.7210.749none1.6
Kinetics Paradigm No Load WWNPX30.7522.8315.0710.1692.00r1.64
Artisan Global Value InvARTGX7.3510.638.999.765none1.25
Oppenheimer Global Value AGLVAX12.2912.988.459.6995.751.27
American Funds New Perspective AANWPX14.7613.9312.319.419.7465.750.75
Cambiar Aggressive Value InvCAMAX2.473.918.419.3102.00r1.12
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 August 30, 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 AMDGCX12.76%9.46%8.93%7.29%11.8%85.25%1.5%
First Eagle Global ASGENX4.218.256.657.2310.8835.001.11
Loomis Sayles Global Equity and Income A+LGMAX11.999.999.218.5610.5435.751.18
Oppenheimer Global AOPPAX15.0212.7711.798.959.885.751.12
American Funds New Perspective AANWPX14.7613.9312.319.419.7465.750.75
Vanguard Global Equity InvVHGEX12.5113.3711.197.549.555none0.48
American Funds Capital World Growth and Income ACWGIX8.910.449.176.89.4755.750.77
Columbia Global Dividend Opportunity ACSVAX6.217.384.994.689.3545.751.29
Polaris Global Value FundPGVFX7.9210.810.438.89.2751.00r0.99
Wells Fargo Intrinsic World Equity AEWEAX12.1311.579.198.19.0875.751.35
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.