Tool

Top-Performing Mutual Funds by Category

Large-Company 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 January 31, 2019

Large-Company 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
Fidelity Advisor Growth Opportunities AFAGAX18.62%23.83%14.99%20.17%5.54%85.75%1.05%
Morgan Stanley Multi Cap Growth ACPOAX16.726.0115.1321.127.02105.251.14
RidgeWorth Aggressive Growth Stock ASAGAX15.3525.341318.71105.751.51
Sparrow Growth ASGFFX10.8718.859.9614.194.16105.752.21
Morgan Stanley Instl Growth Portfolio AMSEGX9.8523.1714.820.967.95105.250.88
Dunham Focused Large Cap Growth Fund Class ADAFGX9.8315.9410.36105.751.54
American Century Focused Dynamic Growth InvACFOX8.862213.3714.668none1.02
Transamerica Capital Growth AIALAX8.7622.8414.3719.3710.08105.501.19
Touchstone Sands Capital Select Growth A**TSNAX8.5119.029.9219.74105.001.43
Eaton Vance-Atlanta Capital Focused Growth A+EAALX8.3217.6111.9314.8645.751.25
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 January 31, 2019

Large-Company 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 Multi Cap Growth ACPOAX16.7%26.01%15.13%21.12%7.02%105.25%1.14%
RidgeWorth Aggressive Growth Stock ASAGAX15.3525.341318.71105.751.51
Fidelity Advisor Growth Opportunities AFAGAX18.6223.8314.9920.175.5485.751.05
Morgan Stanley Instl Growth Portfolio AMSEGX9.8523.1714.820.967.95105.250.88
Transamerica Capital Growth AIALAX8.7622.8414.3719.3710.08105.501.19
American Century Focused Dynamic Growth InvACFOX8.862213.3714.668none1.02
Homestead GrowthHNASX4.2621.6814.2419.037none0.93
Biondo Focus InvBFONX6.1921.669.01102.00r2.55
Franklin Templeton DynaTech AFKDNX4.121.0413.4418.228.1395.500.86
Value Line Larger Companies Focused InvVALLX5.4320.2514.6914.985.439none1.11
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 January 31, 2019

Large-Company 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
USAA Nasdaq-100 IndexUSNQX-0.04%18.06%15.16%19.89%—%8none%0.51%
Morgan Stanley Multi Cap Growth ACPOAX16.726.0115.1321.127.02105.251.14
Fidelity Advisor Growth Opportunities AFAGAX18.6223.8314.9920.175.5485.751.05
Polen Growth InvPOLRX7.1815.2414.962.00r1.23
Shelton Capital Nasdaq-100 Index DirectNASDX-0.1917.614.8920.138none0.51
Morgan Stanley Instl Growth Portfolio AMSEGX9.8523.1714.820.967.95105.250.88
Value Line Larger Companies Focused InvVALLX5.4320.2514.6914.985.439none1.11
Transamerica Capital Growth AIALAX8.7622.8414.3719.3710.08105.501.19
AllianceBernstein Growth AAGRFX6.3717.9514.2616.614.8664.251.19
Homestead GrowthHNASX4.2621.6814.2419.037none0.93
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 January 31, 2019

Large-Company 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 Multi Cap Growth ACPOAX16.7%26.01%15.13%21.12%7.02%105.25%1.14%
Morgan Stanley Instl Growth Portfolio AMSEGX9.8523.1714.820.967.95105.250.88
Fidelity OTC PortfolioFOCPX-1.8720.0713.9920.328.359none0.81
Matthew 25 FundMXXVX-7.7317.867.9320.28.42102.00r1.08
Fidelity Advisor Growth Opportunities AFAGAX18.6223.8314.9920.175.5485.751.05
Shelton Capital Nasdaq-100 Index DirectNASDX-0.1917.614.8920.138none0.51
USAA Nasdaq-100 IndexUSNQX-0.0418.0615.1619.898none0.51
Touchstone Sands Capital Select Growth A**TSNAX8.5119.029.9219.74105.001.43
Transamerica Capital Growth AIALAX8.7622.8414.3719.3710.08105.501.19
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX5.6817.9313.7319.2265.251.19
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 January 31, 2019

Large-Company 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
Vanguard Capital Opportunity InvVHCOX-1.52%18.11%12.67%17.34%12.4%8none%0.43%
CGM FocusCGMFX-23.469.32.385.6710.8710none3.08
Transamerica Capital Growth AIALAX8.7622.8414.3719.3710.08105.501.19
Amana GrowthAMAGX4.2116.9912.2313.989.885none1.09
AMG Yacktman FundYACKX4.8113.049.0316.439.8722.00r0.71
Calamos Growth ACVGRX-3.9611.37.7713.679.6264.751.29
AMG Yacktman Focused SYAFFX5.9114.029.5416.779.6122.00r1.22
Vanguard Primecap InvVPMCX-0.8417.5513.2516.829.357none0.38
Parnassus Core Equity InvPRBLX1.2512.6110.0813.919.344none0.87
Dodge & Cox StockDODGX-4.615.829.5515.289.317none0.52
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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