Tool

Top-Performing Mutual Funds by Category

Midsize-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, 2017

Midsize-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
Kinetics Internet No Load WWWFX57.43%15.17%17.09%10.71%16.01%102.00%r1.87%
Baron Opportunity RetailBIOPX40.5110.6112.857.8910none1.41
Legg Mason ClearBridge Select ALCLAX38.6911.3218.65105.751.24
Alger SMid Cap Growth AALMAX37.8811.8146.7495.251.35
Delaware Smid Cap Growth A**DFCIX35.1311.4414.9110.539.3495.751.21
Tocqueville OpportunityTOPPX34.668.8614.978.78.8610none1.38
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX34.213.6917.998.428.8885.251.39
Conestoga SMid Cap InvCCSMX34.1113.929none1.2
Primecap Odyssey Aggressive GrowthPOAGX33.591623.0215.0610none0.64
Virtus Mid-Cap Growth APHSKX33.5311.7512.566.475.0595.751.4
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.

Data through December 31, 2017

Midsize-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
Primecap Odyssey Aggressive GrowthPOAGX33.59%16%23.02%15.06%—%10none%0.64%
Thrivent Mid Cap Stock STMSIX18.9415.4818.5210.239.418none0.72
Kinetics Internet No Load WWWFX57.4315.1717.0910.7116.01102.00r1.87
Tarkio FundTARKX29.0415.0918.1110none1
Eaton Vance Atlanta Capital SMID-Cap A**EAASX24.4214.7516.5612.4465.751.19
Scout Mid CapUMBMX24.0214.1716.3511.135none1.03
Conestoga SMid Cap InvCCSMX34.1113.929none1.2
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX34.213.6917.998.428.8885.251.39
Janus Henderson Enterprise TJAENX26.3513.4616.399.689.035none0.91
Akre Focus RetailAKREX30.4913.1517.3451.00r1.33
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, 2017

Midsize-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
Primecap Odyssey Aggressive GrowthPOAGX33.59%16%23.02%15.06%—%10none%0.64%
Hodges Fund RetailHDPMX13.8312.118.97.128.52101.00r1.3
Eventide Gilead NETGLX32.859.4718.7810none1.4
Legg Mason Opportunity ALGOAX25.958.0718.674.94105.751.31
Legg Mason ClearBridge Select ALCLAX38.6911.3218.65105.751.24
Thrivent Mid Cap Stock STMSIX18.9415.4818.5210.239.418none0.72
Tarkio FundTARKX29.0415.0918.1110none1
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX34.213.6917.998.428.8885.251.39
Akre Focus RetailAKREX30.4913.1517.3451.00r1.33
Kinetics Internet No Load WWWFX57.4315.1717.0910.7116.01102.00r1.87
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, 2017

Midsize-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
Primecap Odyssey Aggressive GrowthPOAGX33.59%16%23.02%15.06%—%10none%0.64%
Eaton Vance Atlanta Capital SMID-Cap A**EAASX24.4214.7516.5612.4465.751.19
Hotchkis & Wiley Value Opportunities AHWAAX13.579.2714.5111.7395.251.24
Buffalo Discovery FundBUFTX25.4411.8416.1611.465none1.01
John Hancock Disciplined Value Mid Cap AJVMAX15.2810.5116.2311.379.7575.001.12
Pin Oak EquityPOGSX15.1612.8116.411.277.249none1.08
Scout Mid CapUMBMX24.0214.1716.3511.135none1.03
Principal MidCap APEMGX24.9311.5715.7411.0475.501
American Century Mid Cap Value InvACMVX11.5810.515.3210.745none0.98
T. Rowe Price Mid-Cap Growth**RPMGX24.8612.2516.9810.7211.146none0.77
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, 2017

Midsize-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
Kinetics Internet No Load WWWFX57.43%15.17%17.09%10.71%16.01%102.00%r1.87%
Hartford Midcap AHFMCX23.9311.8816.599.1912.4875.501.17
Meridian Contrarian LegacyMVALX24.8212.0114.998.4512.2282.00r1.13
JPMorgan Mid Cap Value AJAMCX13.137.8413.559.0712.1955.251.23
Pioneer Select Mid Cap Growth APGOFX29.7810.8315.959.2312.1375.751.06
Artisan Mid Cap Inv**ARTMX20.486.8612.128.6412.138none1.18
Hennessy Focus InvHFCSX19.279.5514.4210.1612.015none1.47
Royce Heritage InvestmentRHFHX21.4710.3610.998.111.6381.00r1.02
Bridgeway Aggressive Investors 1BRAGX18.448.4615.853.8311.289none1.66
T. Rowe Price Mid-Cap Growth**RPMGX24.8612.2516.9810.7211.146none0.77
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.