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 June 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 WWNPX36.02%15.86%13.74%8.63%—%92.00%r1.64%
Baron Global Advantage RetailBGAFX33.5815.7116.9210none1.36
Morgan Stanley Institutional Global Opportunity AMGGPX32.3320.1524.1315.0995.251.12
Prudential Jennison Global Opportunities APRJAX30.1314.5216.84105.501.19
Marsico GlobalMGLBX29.4313.3714.039.799none1.6
Morgan Stanley Instl Fund Global Advantage AMIGPX24.6614.6414.4785.251.41
Polen Global Growth InvPGIRX21.7914.6462.00r1.35
William Blair Global Growth NWGGNX21.5810.8811.366.528none1.37
Delaware Focus Global Growth ADGGAX21.512.1911.8295.751.38
ATAC Inflation Rotation Fund Investor Class SharesATACX21.3712.166.2210none1.74
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.

Data through June 30, 2018

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 AMGGPX32.33%20.15%24.13%15.09%—%95.25%1.12%
Kinetics Paradigm No Load WWNPX36.0215.8613.748.6392.00r1.64
Baron Global Advantage RetailBGAFX33.5815.7116.9210none1.36
T. Rowe Price Global StockPRGSX20.5915.2216.487.097.2382.00r0.84
Morgan Stanley Instl Fund Global Advantage AMIGPX24.6614.6414.4785.251.41
Polen Global Growth InvPGIRX21.7914.6462.00r1.35
Prudential Jennison Global Opportunities APRJAX30.1314.5216.84105.501.19
American Beacon SGA Global Growth InvSGAPX18.2314.3612.548none1.36
Marsico GlobalMGLBX29.4313.3714.039.799none1.6
Guinness Atkinson Global Innovators FundIWIRX15.8412.8614.9211.348none1.24
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 June 30, 2018

Global Stock Funds - 5 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
Morgan Stanley Institutional Global Opportunity AMGGPX32.33%20.15%24.13%15.09%—%95.25%1.12%
Baron Global Advantage RetailBGAFX33.5815.7116.9210none1.36
Prudential Jennison Global Opportunities APRJAX30.1314.5216.84105.501.19
T. Rowe Price Global StockPRGSX20.5915.2216.487.097.2382.00r0.84
Guinness Atkinson Global Innovators FundIWIRX15.8412.8614.9211.348none1.24
Morgan Stanley Instl Fund Global Advantage AMIGPX24.6614.6414.4785.251.41
Marsico GlobalMGLBX29.4313.3714.039.799none1.6
Kinetics Paradigm No Load WWNPX36.0215.8613.748.6392.00r1.64
Davis Global ADGFAX17.3612.2413.67.884.75s0.98
Artisan Global Opportunities Fund InvARTRX14.1511.8212.958none1.15
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 June 30, 2018

Global Stock Funds - 10 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
Morgan Stanley Institutional Global Opportunity AMGGPX32.33%20.15%24.13%15.09%—%95.25%1.12%
Guinness Atkinson Global Innovators FundIWIRX15.8412.8614.9211.348none1.24
Oakmark Global Select InvOAKWX1.977.369.110.939none1.12
Morgan Stanley Institutional Global Franchise AMSFBX11.4411.9410.8310.6865.251.21
Oppenheimer Global Value AGLVAX13.78.588.9310.5795.751.3
Artisan Global Value InvARTGX5.777.638.929.835none1.25
Marsico GlobalMGLBX29.4313.3714.039.799none1.6
Kinetics Paradigm No Load WWNPX36.0215.8613.748.6392.00r1.64
Oppenheimer Global AOPPAX15.469.3611.598.528.6895.751.12
FPA ParamountFPRAX11.79.187.628.455.647none1.29
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 June 30, 2018

Global Stock Funds - 20 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
BlackRock Global SmallCap Inv AMDGCX12.1%5.83%8.89%6.28%10.5%85.25%1.5%
First Eagle Global ASGENX4.646.456.946.810.1735.001.11
Loomis Sayles Global Equity and Income A+LGMAX11.918.569.147.539.7935.751.18
American Funds New Perspective AANWPX15.1711.0511.888.378.7365.750.75
American Funds Capital World Growth and Income ACWGIX10.838.239.566.178.7155.750.77
Oppenheimer Global AOPPAX15.469.3611.598.528.6895.751.12
Vanguard Global Equity InvVHGEX12.349.7110.816.358.345none0.48
Waddell & Reed Advisor Asset Strategy AIWGAX6.140.883.262.968.1435.751.16
Ivy Asset Strategy AWASAX11.261.283.483.198.0145.751.13
Franklin Templeton Mutual Global Discovery ATEDIX1.164.446.896.337.9645.751.21
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.