Top-Performing Mutual Funds by Category
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 December 31, 2019

Large-Company 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
Meridian Equity Income LegacyMEIFX44.97%22.6%15.18%14.11%—%102.00%r1.58%
Shelton Green Alpha FundNEXTX43.7214.727.8210none1.34
Virtus Strategic Growth APSTAX42.8121.1913.8913.242.88105.751.23
Matthew 25 FundMXXVX42.1412.599.7316.159.5792.00r1.1
Touchstone Growth Opportunities ATGVFX41.4820.211.3113.424.7285.001.24
YCG Enhanced FundYCGEX41.218.8413.0342.00r1.19
ICON Fund SICNZX40.5513.667.239.4710none1.22
Brown Advisory Growth Equity InvBIAGX40.4824.3814.814.586.8581.00r0.85
Saratoga Large Capitalization Value ASLVYX40.317.634.719.473.4595.751.54
Fidelity Advisor Growth Opportunities AFAGAX40.2629.1717.6917.846.5885.751.05
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 December 31, 2019

Large-Company 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
Morgan Stanley Multi Cap Growth ACPOAX33.02%30.16%17.98%16.76%4.36%105.25%1.14%
Fidelity Advisor Growth Opportunities AFAGAX40.2629.1717.6917.846.5885.751.05
RidgeWorth Aggressive Growth Stock ASAGAX36.7326.6116.2114.93105.751.48
Franklin Templeton DynaTech AFKDNX36.382516.4915.667.9295.500.85
Brown Advisory Growth Equity InvBIAGX40.4824.3814.814.586.8581.00r0.85
Wells Fargo Endeavor Select ASTAEX38.6624.3614.7414.1375.751.2
JPMorgan Large Cap Growth AOLGAX38.7324.114.9815.275.0595.250.93
Eaton Vance-Atlanta Capital Focused Growth A+EAALX38.0923.9715.0413.6945.751.1
Baron Fifth Avenue Growth RetailBFTHX33.9723.9614.6814.229none1
American Century Focused Dynamic Growth InvACFOX32.323.7714.0813.719none0.89
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 December 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
Morgan Stanley Multi Cap Growth ACPOAX33.02%30.16%17.98%16.76%4.36%105.25%1.14%
Fidelity Advisor Growth Opportunities AFAGAX40.2629.1717.6917.846.5885.751.05
Brown Advisory Sustainable Growth InvBIAWX34.8821.6916.561.00r0.88
Franklin Templeton DynaTech AFKDNX36.382516.4915.667.9295.500.85
Fidelity OTC PortfolioFOCPX39.2223.1516.3917.117.189none0.88
Polen Growth InvPOLRX36.8222.8816.3562.00r1.25
USAA Nasdaq-100 IndexUSNQX38.8622.2916.3117.349none0.48
RidgeWorth Aggressive Growth Stock ASAGAX36.7326.6116.2114.93105.751.48
Edgewood Growth RetailEGFFX33.6722.2915.9716.27none1.4
Shelton Capital Nasdaq-100 Index DirectNASDX38.2621.4715.817.439none0.5
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 December 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
Fidelity Advisor Growth Opportunities AFAGAX40.26%29.17%17.69%17.84%6.58%85.75%1.05%
Shelton Capital Nasdaq-100 Index DirectNASDX38.2621.4715.817.439none0.5
USAA Nasdaq-100 IndexUSNQX38.8622.2916.3117.349none0.48
Fidelity OTC PortfolioFOCPX39.2223.1516.3917.117.189none0.88
Morgan Stanley Multi Cap Growth ACPOAX33.0230.1617.9816.764.36105.251.14
Fidelity Growth Company**FDGRX38.4221.8115.6216.697.5610none0.85
Rydex Nasdaq-100 HRYHOX37.1720.915.1116.263.479none1.61
Edgewood Growth RetailEGFFX33.6722.2915.9716.27none1.4
Matthew 25 FundMXXVX42.1412.599.7316.159.5792.00r1.1
Metropolitan West AlphaTrak 500 FundMWATX31.7414.812.8516.136.215none0.9
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 December 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
AMG Yacktman Focused SYAFFX19.13%13.73%9.22%11.24%11.53%3none%1.23%
AMG Yacktman FundYACKX17.6612.628.4311.1311.512none0.7
Vanguard Capital Opportunity InvVHCOX27.1916.4812.3814.139.939none0.44
Mairs & Power Growth InvMPGFX28.3912.699.8612.979.896none0.64
Parnassus Core Equity InvPRBLX30.691510.812.759.644none0.87
Matthew 25 FundMXXVX42.1412.599.7316.159.5792.00r1.1
BlackRock Flexible Equity Inv ABMCAX33.3816.8312.1610.839.5775.250.87
CGM FocusCGMFX-13.07-6.53-3.111.619.4510none2.45
Franklin Templeton Rising Dividends AFRDPX29.8513.9410.312.559.2265.500.87
American Century Equity Income Inv**TWEIX24.1110.3810.0811.019.123none0.91
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