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 August 30, 2018

Midsize-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
Delaware Smid Cap Growth A**DFCIX60.69%20.85%16.75%14.9%11.67%105.75%1.17%
NysaNYSAX57.3115.95-1.07-1.93-1.77102.505.27
Legg Mason ClearBridge Select ALCLAX46.7224.7318.66105.751.24
Alger SMid Cap Growth AALMAX42.8421.3416.1411.42105.251.35
AllianceBernstein Discovery Growth ACHCLX41.9318.9814.9713.439.34104.250.97
Conestoga SMid Cap InvCCSMX41.3224.029none1.2
Virtus Mid-Cap Growth APHSKX41.1821.9615.8210.327.2595.751.4
Baron Opportunity RetailBIOPX38.8821.4914.5512.3810none1.41
Dreyfus/Boston Co Small/Mid Cap Growth ADBMAX38.3120.215.1412.1512.0285.751.03
Westcore Trust SelectWTSLX38.313.339.798.3510none1.08
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 August 30, 2018

Midsize-Company Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Legg Mason ClearBridge Select ALCLAX46.72%24.73%18.66%—%—%105.75%1.24%
Conestoga SMid Cap InvCCSMX41.3224.029none1.2
Primecap Odyssey Aggressive GrowthPOAGX38.2222.8219.9918.5110none0.64
Virtus Mid-Cap Growth APHSKX41.1821.9615.8210.327.2595.751.4
Baron Opportunity RetailBIOPX38.8821.4914.5512.3810none1.41
Alger SMid Cap Growth AALMAX42.8421.3416.1411.42105.251.35
Delaware Smid Cap Growth A**DFCIX60.6920.8516.7514.911.67105.751.17
Tarkio FundTARKX14.3920.2316.7310none1
Dreyfus/Boston Co Small/Mid Cap Growth ADBMAX38.3120.215.1412.1512.0285.751.03
Thrivent Mid Cap Stock STMSIX20.2819.4616.6512.4711.228none0.72
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 August 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
Primecap Odyssey Aggressive GrowthPOAGX38.22%22.82%19.99%18.51%—%10none%0.64%
Legg Mason ClearBridge Select ALCLAX46.7224.7318.66105.751.24
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX31.7318.8117.4311.7710.585.251.39
Federated Kaufmann AKAUAX31.4417.1416.810.6111.54105.501.95
Delaware Smid Cap Growth A**DFCIX60.6920.8516.7514.911.67105.751.17
Tarkio FundTARKX14.3920.2316.7310none1
Thrivent Mid Cap Stock STMSIX20.2819.4616.6512.4711.228none0.72
Baron Partners RetailBPTRX26.9818.8316.5411.6910none1.79
Legg Mason Opportunity ALGOAX37.6214.9616.4210.54105.751.34
Akre Focus RetailAKREX25.8817.6516.451.00r1.33
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 August 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 GrowthPOAGX38.22%22.82%19.99%18.51%—%10none%0.64%
Eventide Gilead NETGLX33.115.4515.1416.2310none1.4
Delaware Smid Cap Growth A**DFCIX60.6920.8516.7514.911.67105.751.17
Pin Oak EquityPOGSX20.0716.614.314.268.088none0.98
Eaton Vance Atlanta Capital SMID-Cap A**EAASX2717.3615.3414.2165.751.19
William Blair Small-Mid Cap Growth NWSMNX31.531816.3413.916none1.35
Buffalo Discovery FundBUFTX19.0514.1614.613.825none1.01
Scout Mid CapUMBMX21.0217.0213.8713.735none1.01
AllianceBernstein Discovery Growth ACHCLX41.9318.9814.9713.439.34104.250.97
T. Rowe Price Mid-Cap Growth**RPMGX20.0514.9715.3913.0412.376none0.76
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 August 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 ABMEAX11.15%8.72%10.82%8.96%14.17%65.25%1.25%
Kinetics Internet No Load WWWFX9.0813.6510.5312.1814.06102.00r1.84
Hartford Midcap AHFMCX25.2215.8815.0211.2213.7575.501.12
Hennessy Focus InvHFCSX14.2810.4711.3112.3513.685none1.48
Artisan Mid Cap Inv**ARTMX21.2112.1511.6211.613.48none1.18
Meridian Contrarian LegacyMVALX30.3918.6614.410.4413.3382.00r1.13
Pioneer Select Mid Cap Growth APGOFX28.581614.3211.8213.375.751.04
Hotchkis & Wiley Mid-Cap Value AHWMAX20.7610.648.8111.8513.01105.251.28
Al Frank Investor VALUX19.4813.310.798.6912.8572.00r1.5
Eagle Mid Cap Growth AHAGAX26.6817.0215.7611.8212.6384.751.12
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.