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 November 30, 2019

Global Stock Funds - 1 year

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
Baron Global Advantage RetailBGAFX34.33%26.88%14.28%—%—%9none%1.15%
Artisan Global Discovery InvAPFDX27.4310none1.5
Morgan Stanley Institutional Global Opportunity AMGGPX23.5622.2716.4916.3685.251.26
Harbor Global Growth InvHGGIX23.1420.310.9412.545none1.27
Polen Global Growth InvPGIRX23.1220.6652.00r1.35
Mundoval FundMUNDX23.114.266.958.535none1.5
Brown Advisory Global Leaders InvBIALX22.8519.2951.00r0.86
Artisan Global Opportunities Fund InvARTRX22.3315.2411.5113.767none1.15
MFS Global Growth AMWOFX22.2918.0810.7610.436.2355.751.37
Guinness Atkinson Global Innovators FundIWIRX22.114.829.3213.675.989none1.25
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 November 30, 2019

Global Stock Funds - 3 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
Baron Global Advantage RetailBGAFX34.33%26.88%14.28%—%—%9none%1.15%
Morgan Stanley Institutional Global Opportunity AMGGPX23.5622.2716.4916.3685.251.26
Prudential Jennison Global Opportunities APRJAX19.8720.8712.9595.501.14
Polen Global Growth InvPGIRX23.1220.6652.00r1.35
Harbor Global Growth InvHGGIX23.1420.310.9412.545none1.27
Morgan Stanley Instl Fund Global Advantage AMIGPX20.4919.7811.4585.251.41
Columbia Select Global Equity AIGLGX21.6719.4710.9610.224.3955.751.34
Brown Advisory Global Leaders InvBIALX22.8519.2951.00r0.86
American Beacon SGA Global Growth InvSGAPX21.518.2612.955none1.36
T. Rowe Price Global StockPRGSX19.5218.2612.8512.026.88none0.82
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 November 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 AMGGPX23.56%22.27%16.49%16.36%—%85.25%1.26%
Baron Global Advantage RetailBGAFX34.3326.8814.289none1.15
American Beacon SGA Global Growth InvSGAPX21.518.2612.955none1.36
Prudential Jennison Global Opportunities APRJAX19.8720.8712.9595.501.14
T. Rowe Price Global StockPRGSX19.5218.2612.8512.026.88none0.82
WCM Focused Global Growth InvWFGGX19.3616.6112.346none1.4
Artisan Global Opportunities Fund InvARTRX22.3315.2411.5113.767none1.15
Morgan Stanley Instl Fund Global Advantage AMIGPX20.4919.7811.4585.251.41
Morgan Stanley Institutional Global Franchise AMSFBX17.4816.761112.3135.251.23
Columbia Select Global Equity AIGLGX21.6719.4710.9610.224.3955.751.34
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 November 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 AMGGPX23.56%22.27%16.49%16.36%—%85.25%1.26%
Artisan Global Opportunities Fund InvARTRX22.3315.2411.5113.767none1.15
Guinness Atkinson Global Innovators FundIWIRX22.114.829.3213.675.989none1.25
Harbor Global Growth InvHGGIX23.1420.310.9412.545none1.27
Morgan Stanley Institutional Global Franchise AMSFBX17.4816.761112.3135.251.23
T. Rowe Price Global StockPRGSX19.5218.2612.8512.026.88none0.82
Marsico GlobalMGLBX13.6918.079.5611.869none1.48
Virtus Global Opportunities ANWWOX16.2215.549.9911.845.4245.751.4
Kinetics Paradigm No Load WWNPX12.8414.229.2911.4102.00r1.64
Motley Fool IndependenceFOOLX20.3317.689.811.298none1.1
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 November 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
Oakmark Global Fund InvOAKGX13.37%9.85%5.12%8.61%10.52%9none%1.17%
First Eagle Global ASGENX11.276.95.627.7710.1935.001.11
Loomis Sayles Global Equity and Income A+LGMAX16.4312.428.099.878.7535.751.16
BlackRock Global SmallCap Inv AMDGCX12.2310.486.198.968.5955.250.97
Polaris Global Value FundPGVFX9.268.656.8510.668.3151.00r0.99
Columbia Global Dividend Opportunity ACSVAX11.078.283.546.558.2745.751.25
Franklin Templeton Mutual Global Discovery ATEDIX11.266.594.767.728.2345.501.22
Ivy Asset Strategy AWASAX12.3210.192.25.178.1435.751.16
American Funds Capital World Growth and Income ACWGIX14.4111.256.448.218.1145.750.75
Waddell & Reed Advisor Asset Strategy AIWGAX10.617.671.444.638.0825.750.4
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.
Sponsored Financial Content
Advertisement
Advertisement