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 December 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
Baron Partners RetailBPTRX44.99%23.18%13.6%16.09%—%10none%2.03%
Tocqueville OpportunityTOPPX44.7722.0111.7114.089.0210none1.26
Brown Capital Management Mid Company InvBCMSX44.21188.4210.979none1.15
Virtus Mid-Cap Growth APHSKX44.0227.416.6713.92.7995.751.4
Janus Henderson Contrarian TJSVAX43.0313.036.279.819none0.79
DF Dent Premier GrowthDFDPX42.924.2714.8215.377none1.07
Transamerica Mid Cap Growth AMCGAX42.8311.678.7311.1295.501.1
Principal MidCap APEMGX42.4818.3312.9915.7865.500.98
Needham GrowthNEEGX42.3111.427.7410.97.978none2.76
Touchstone Mid Cap Growth ATEGAX42.1219.2912.3813.3210.0285.001.27
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, 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
Baron Opportunity RetailBIOPX40.29%28.66%15.45%14.02%—%10none%1.34%
Virtus Mid-Cap Growth APHSKX44.0227.416.6713.92.7995.751.4
Legg Mason ClearBridge Select ALCLAX33.0326.6715.1285.751.47
DF Dent Premier GrowthDFDPX42.924.2714.8215.377none1.07
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX35.8923.2115.4114.645.3885.251.05
Baron Partners RetailBPTRX44.9923.1813.616.0910none2.03
Akre Focus RetailAKREX35.0322.8615.5417.1341.00r1.32
Alger SMid Cap Growth AALMAX39.1722.5113.2613.22105.251.31
DF Dent Midcap Growth FundDFDMX40.1422.4414.0372.00r0.98
Delaware Smid Cap Growth A**DFCIX35.3322.3413.415.897.4105.751.12
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.

Data through December 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 APHSKX44.02%27.4%16.67%13.9%2.79%95.75%1.4%
Akre Focus RetailAKREX35.0322.8615.5417.1341.00r1.32
Baron Opportunity RetailBIOPX40.2928.6615.4514.0210none1.34
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX35.8923.2115.4114.645.3885.251.05
Legg Mason ClearBridge Select ALCLAX33.0326.6715.1285.751.47
DF Dent Premier GrowthDFDPX42.924.2714.8215.377none1.07
Conestoga SMid Cap InvCCSMX33.4821.3914.549none1.1
Janus Henderson Enterprise TJAENX35.0619.0814.3215.284.776none0.91
Value Line Mid Cap FocusedVLIFX35.319.314.1615.344.25none1.18
DF Dent Midcap Growth FundDFDMX40.1422.4414.0372.00r0.98
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 December 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
Akre Focus RetailAKREX35.03%22.86%15.54%17.13%—%41.00%r1.32%
Primecap Odyssey Aggressive GrowthPOAGX23.515.3712.416.8610none0.63
Baron Partners RetailBPTRX44.9923.1813.616.0910none2.03
Delaware Smid Cap Growth A**DFCIX35.3322.3413.415.897.4105.751.12
Principal MidCap APEMGX42.4818.3312.9915.7865.500.98
Eventide Gilead NETGLX33.8320.1111.3415.7710none1.39
DF Dent Premier GrowthDFDPX42.924.2714.8215.377none1.07
Value Line Mid Cap FocusedVLIFX35.319.314.1615.344.25none1.18
Janus Henderson Enterprise TJAENX35.0619.0814.3215.284.776none0.91
Eaton Vance Atlanta Capital SMID-Cap A**EAASX34.116.3613.8615.1775.751.17
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, 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 InvHFCSX34.86%12.93%9.69%13.55%12.26%5none%1.47%
Neuberger Berman Genesis InvNBGNX29.4411.7710.5912.1911.738none1.01
CRM Mid Cap Value Investor**CRMMX24.5811.289.271111.557none1.14
Fidelity Low-Priced StockFLPSX25.6610.617.9211.7111.375none0.51
Wells Fargo C&B Mid Cap Value ACBMAX36.3710.199.9612.6411.2295.751.25
JPMorgan Mid Cap Value AJAMCX267.816.7912.1111.0665.251.23
Wells Fargo Special Mid Cap Value AWFPAX35.19.048.7612.7410.8265.751.15
Royce Premier Service**RPFFX33.6513.7710.1710.9810.7491.00r1.48
John Hancock Disciplined Value Mid Cap AJVMAX29.818.398.3213.0610.6875.001.1
FMI Common StockFMIMX24.829.067.7511.1310.636none1.02
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.
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