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 June 30, 2018

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
Delaware Smid Cap Growth A**DFCIX42.94%14.55%15.45%13.34%9.57%105.75%1.17%
Legg Mason ClearBridge Select ALCLAX38.1118.7120.03105.751.24
NysaNYSAX36.516.79-3.51-2.64-3.38102.505.27
Virtus Mid-Cap Growth APHSKX36.1616.8814.789.115.3795.751.4
Alger SMid Cap Growth AALMAX32.5214.214.7910.2595.251.35
AllianceBernstein Discovery Growth ACHCLX32.0713.1214.36137.0494.250.97
Baron Opportunity RetailBIOPX31.6914.9614.1311.4710none1.41
Conestoga SMid Cap InvCCSMX29.717.249none1.2
Dreyfus/Boston Co Small/Mid Cap Growth ADBMAX29.613.2714.6811.329.6985.751.03
Tocqueville OpportunityTOPPX27.768.7915.0311.459.1410none1.25
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 June 30, 2018

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
Legg Mason ClearBridge Select ALCLAX38.11%18.71%20.03%—%—%105.75%1.24%
Conestoga SMid Cap InvCCSMX29.717.249none1.2
Virtus Mid-Cap Growth APHSKX36.1616.8814.789.115.3795.751.4
Primecap Odyssey Aggressive GrowthPOAGX25.516.8319.2917.410none0.64
Thrivent Mid Cap Stock STMSIX12.7915.6915.9411.789.28none0.72
Baron Opportunity RetailBIOPX31.6914.9614.1311.4710none1.41
Delaware Smid Cap Growth A**DFCIX42.9414.5515.4513.349.57105.751.17
Akre Focus RetailAKREX27.3614.5315.2151.00r1.33
Alger SMid Cap Growth AALMAX32.5214.214.7910.2595.251.35
Pin Oak EquityPOGSX14.1913.9314.114.26.358none0.98
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

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
Legg Mason ClearBridge Select ALCLAX38.11%18.71%20.03%—%—%105.75%1.24%
Primecap Odyssey Aggressive GrowthPOAGX25.516.8319.2917.410none0.64
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX26.613.8717.5310.448.8985.251.39
Federated Kaufmann AKAUAX27.3712.3516.329.769.66105.501.95
Thrivent Mid Cap Stock STMSIX12.7915.6915.9411.789.28none0.72
Eventide Gilead NETGLX26.049.4115.8610none1.4
Baron Partners RetailBPTRX18.1613.2115.6611.2810none1.34
Delaware Smid Cap Growth A**DFCIX42.9414.5515.4513.349.57105.751.17
William Blair Small-Mid Cap Growth NWSMNX22.8113.2815.3113.045none1.35
Janus Henderson Enterprise TJAENX18.7513.8715.311.078.565none0.91
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.

Data through June 30, 2018

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 GrowthPOAGX25.5%16.83%19.29%17.4%—%10none%0.64%
Pin Oak EquityPOGSX14.1913.9314.114.26.358none0.98
Eaton Vance Atlanta Capital SMID-Cap A**EAASX17.9513.2114.2713.8665.751.19
Buffalo Discovery FundBUFTX15.9210.3314.9613.475none1.01
Delaware Smid Cap Growth A**DFCIX42.9414.5515.4513.349.57105.751.17
William Blair Small-Mid Cap Growth NWSMNX22.8113.2815.3113.045none1.35
AllianceBernstein Discovery Growth ACHCLX32.0713.1214.36137.0494.250.97
Meeder QuantexFLCGX13.319.7211.3912.616.399none1.29
Hennessy Focus InvHFCSX11.338.0111.2712.5911.975none1.48
Hotchkis & Wiley Mid-Cap Value AHWMAX14.056.698.9812.2211.33105.251.28
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

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
BlackRock US Opps Inv ABMEAX6.14%4.95%10.69%8.11%12.61%55.25%1.25%
Hartford Midcap AHFMCX18.9612.5614.6110.3212.175.501.12
Hennessy Focus InvHFCSX11.338.0111.2712.5911.975none1.48
Artisan Mid Cap Inv**ARTMX12.557.5811.1910.811.818none1.18
Kinetics Internet No Load WWWFX18.268.9410.1411.411.78102.00r1.84
Pioneer Select Mid Cap Growth APGOFX23.5911.5614.0210.0311.6965.751.04
Meridian Contrarian LegacyMVALX25.7313.2613.8710.1611.5482.00r1.13
JPMorgan Mid Cap Value AJAMCX6.27.1810.3210.0911.4345.251.23
Hotchkis & Wiley Mid-Cap Value AHWMAX14.056.698.9812.2211.33105.251.28
CRM Mid Cap Value Investor**CRMMX17.811.4712.489.1511.235none1.15
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.