Top-Performing Mutual Funds by Category
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 May 31, 2019

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
Value Line Mid Cap FocusedVLIFX21.16%16.42%12.59%15.72%4.54%5none%1.18%
Akre Focus RetailAKREX20.120.4314.5841.00r1.32
Value Line Premier GrowthVALSX17.4215.3910.7614.729.055none1.2
Davenport Equity OpportunitiesDEOPX15.5811.188.416none0.91
Virtus Mid-Cap Growth APHSKX15.2622.415.9814.694.6795.751.4
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX14.6321.4615.3416.418.2885.251.19
DF Dent Premier GrowthDFDPX14.4518.7613.5215.837none1.09
DF Dent Midcap Growth FundDFDMX13.5817.5412.7772.00r1.01
Baron Asset RetailBARAX13.3617.6412.3715.467.668none1.3
Principal MidCap APEMGX12.9814.4311.5516.2765.500.96
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 May 31, 2019

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 ALCLAX6.95%23.8%15.91%—%—%85.75%1.49%
Virtus Mid-Cap Growth APHSKX15.2622.415.9814.694.6795.751.4
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX14.6321.4615.3416.418.2885.251.19
Alger SMid Cap Growth AALMAX10.5421.4212.7415.06105.251.33
Baron Opportunity RetailBIOPX9.3421.3913.2415.159none1.37
Conestoga SMid Cap InvCCSMX7.5220.4612.589none1.1
Akre Focus RetailAKREX20.120.4314.5841.00r1.32
Eventide Gilead NETGLX9.7619.8612.4516.9410none1.39
DF Dent Premier GrowthDFDPX14.4518.7613.5215.837none1.09
Harbor Mid Cap Growth Fund InvHIMGX9.5618.5211.314.9710none1.24
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 May 31, 2019

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
Virtus Mid-Cap Growth APHSKX15.26%22.4%15.98%14.69%4.67%95.75%1.4%
Legg Mason ClearBridge Select ALCLAX6.9523.815.9185.751.49
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX14.6321.4615.3416.418.2885.251.19
Akre Focus RetailAKREX20.120.4314.5841.00r1.32
Delaware Smid Cap Growth A**DFCIX7.5615.913.5317.229.22105.751.17
DF Dent Premier GrowthDFDPX14.4518.7613.5215.837none1.09
Janus Henderson Enterprise TJAENX9.2416.1113.4816.327.26none0.91
Federated Kaufmann AKAUAX5.3517.8413.2914.4510.8385.501.95
Baron Opportunity RetailBIOPX9.3421.3913.2415.159none1.37
DF Dent Midcap Growth FundDFDMX13.5817.5412.7772.00r1.01
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 May 31, 2019

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 GrowthPOAGX-10.95%15.72%12.47%19.13%—%10none%0.63%
Delaware Smid Cap Growth A**DFCIX7.5615.913.5317.229.22105.751.17
Eventide Gilead NETGLX9.7619.8612.4516.9410none1.39
AllianceBernstein Discovery Growth ACHCLX-0.4916.9510.8316.786.62104.250.95
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX14.6321.4615.3416.418.2885.251.19
Wells Fargo Discovery AWFDAX9.5417.2911.3816.3210.3395.751.2
Janus Henderson Enterprise TJAENX9.2416.1113.4816.327.26none0.91
Principal MidCap APEMGX12.9814.4311.5516.2765.500.96
Eaton Vance Atlanta Capital SMID-Cap A**EAASX7.2512.712.4916.1375.751.16
T. Rowe Price Mid-Cap Growth**RPMGX7.4313.3111.916.0410.376none0.75
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 May 31, 2019

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
Hennessy Focus InvHFCSX5.04%8.94%9.32%14.22%11.93%5none%1.47%
Pioneer Select Mid Cap Growth APGOFX3.814.259.9213.9311.595.751.02
Neuberger Berman Genesis InvNBGNX2.7611.28.512.9711.318none1.02
Artisan Mid Cap Inv**ARTMX10.7612.949.4114.911.058none1.18
CRM Mid Cap Value Investor**CRMMX-1.69.727.7711.8811.017none1.11
Hartford Midcap AHFMCX0.9712.929.7714.3710.9685.501.1
Federated Kaufmann AKAUAX5.3517.8413.2914.4510.8385.501.95
Touchstone Mid Cap Growth ATEGAX5.4414.110.5213.8410.7885.001.27
Meridian Contrarian LegacyMVALX-5.5112.898.7212.7710.6892.00r1.12
Goldman Sachs Growth Opportunities AGGOAX7.7911.838.3513.110.6665.501.3
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.
Advertisement
Advertisement