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 March 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
Eventide Gilead NETGLX21.89%21.9%12.56%19.38%—%10none%1.39%
Alger SMid Cap Growth AALMAX21.5523.5212.2616.71105.251.33
Akre Focus RetailAKREX20.6320.4114.7541.00r1.32
Value Line Mid Cap FocusedVLIFX20.2516.7212.3915.884.225none1.18
Baron Opportunity RetailBIOPX20.123.8911.9717.689none1.37
Delaware Smid Cap Growth A**DFCIX19.6816.8113.1619.189.61105.751.17
Virtus Mid-Cap Growth APHSKX18.8121.9514.3316.774.6895.751.4
Value Line Premier GrowthVALSX18.4915.6610.7916.519.16none1.2
Legg Mason ClearBridge Select ALCLAX18.2126.7715.1485.751.49
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX16.5521.5713.6618.188.2785.251.19
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 March 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 ALCLAX18.21%26.77%15.14%—%—%85.75%1.49%
Baron Opportunity RetailBIOPX20.123.8911.9717.689none1.37
Alger SMid Cap Growth AALMAX21.5523.5212.2616.71105.251.33
Virtus Mid-Cap Growth APHSKX18.8121.9514.3316.774.6895.751.4
Eventide Gilead NETGLX21.8921.912.5619.3810none1.39
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX16.5521.5713.6618.188.2785.251.19
Federated Kaufmann AKAUAX13.6221.3913.0116.110.9885.501.95
Conestoga SMid Cap InvCCSMX10.9920.9810.639none1.1
Akre Focus RetailAKREX20.6320.4114.7541.00r1.32
Tocqueville OpportunityTOPPX8.9320.210.4516.6110.810none1.26
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 March 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
Legg Mason ClearBridge Select ALCLAX18.21%26.77%15.14%—%—%85.75%1.49%
Akre Focus RetailAKREX20.6320.4114.7541.00r1.32
Virtus Mid-Cap Growth APHSKX18.8121.9514.3316.774.6895.751.4
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX16.5521.5713.6618.188.2785.251.19
Janus Henderson Enterprise TJAENX11.1317.0613.2918.637.487none0.91
Delaware Smid Cap Growth A**DFCIX19.6816.8113.1619.189.61105.751.17
Primecap Odyssey Aggressive GrowthPOAGX-4.5717.9613.0921.3110none0.63
Federated Kaufmann AKAUAX13.6221.3913.0116.110.9885.501.95
Champlain Mid Cap AdvisorCIPMX15.0318.3512.8417.15none1.15
Eventide Gilead NETGLX21.8921.912.5619.3810none1.39
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 March 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-4.57%17.96%13.09%21.31%—%10none%0.63%
Eventide Gilead NETGLX21.8921.912.5619.3810none1.39
Delaware Smid Cap Growth A**DFCIX19.6816.8113.1619.189.61105.751.17
AllianceBernstein Discovery Growth ACHCLX10.0119.2910.3218.877.29104.250.95
Janus Henderson Enterprise TJAENX11.1317.0613.2918.637.487none0.91
Pin Oak EquityPOGSX5.2214.110.0718.555.067none0.95
Ariel Fund InvARGFX0.7110.97.8818.549.1710none1.01
Rydex S&P 500 Pure Value HRYZAX-1.258.424.9418.468none1.53
Legg Mason Opportunity ALGOAX5.2413.236.6418.3105.751.39
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX16.5521.5713.6618.188.2785.251.19
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 March 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 InvHFCSX4.5%8.53%8.54%15.58%12.08%6none%1.47%
Neuberger Berman Genesis InvNBGNX6.63138.2314.7211.848none1.02
Meridian Contrarian LegacyMVALX5.3116.199.7515.0311.8282.00r1.12
Pioneer Select Mid Cap Growth APGOFX9.3416.2110.316.7211.8195.751.02
CRM Mid Cap Value Investor**CRMMX6.0612.98.4613.5611.727none1.11
Hartford Midcap AHFMCX7.2315.0910.6115.9611.5685.501.1
Hotchkis & Wiley Mid-Cap Value AHWMAX-4.566.192.3616.3811.56105.251.24
Al Frank Investor VALUX3.0810.85.7113.8711.4572.00r1.49
Touchstone Mid Cap Growth ATEGAX12.7715.3610.8415.8711.3975.001.29
Artisan Mid Cap Inv**ARTMX12.313.87816.7211.379none1.18
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