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 October 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
Principal MidCap APEMGX29.21%18.04%12.74%16.21%—%65.50%0.96%
Akre Focus RetailAKREX28.8722.6315.5317.1141.00r1.32
Davenport Equity OpportunitiesDEOPX28.3315.169.645none0.91
DF Dent Premier GrowthDFDPX26.8422.4913.9715.617none1.07
Brown Capital Management Mid Company InvBCMSX25.4318.257.5511.349none1.15
Touchstone Mid Cap ATMAPX25.2918.0611.3715.0365.001.24
Needham GrowthNEEGX25.1811.696.811.259.598none2.76
DF Dent Midcap Growth FundDFDMX24.8721.0513.0772.00r0.98
Value Line Mid Cap FocusedVLIFX24.8319.0713.5715.844.585none1.18
Value Line Premier GrowthVALSX24.6618.2911.7614.388.665none1.2
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 October 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 ALCLAX15.05%24.35%14.63%—%—%85.75%1.49%
Baron Opportunity RetailBIOPX17.8123.7813.5914.189none1.37
Virtus Mid-Cap Growth APHSKX21.7423.6214.9414.123.9795.751.4
Akre Focus RetailAKREX28.8722.6315.5317.1141.00r1.32
DF Dent Premier GrowthDFDPX26.8422.4913.9715.617none1.07
Conestoga SMid Cap InvCCSMX15.4221.93139none1.1
Baron Partners RetailBPTRX16.3521.2611.4115.869none2.03
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX19.621.1214.2715.216.8685.251.19
DF Dent Midcap Growth FundDFDMX24.8721.0513.0772.00r0.98
Delaware Smid Cap Growth A**DFCIX9.9420.4712.9516.368.71105.751.12
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 October 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
Akre Focus RetailAKREX28.87%22.63%15.53%17.11%—%41.00%r1.32%
Virtus Mid-Cap Growth APHSKX21.7423.6214.9414.123.9795.751.4
Legg Mason ClearBridge Select ALCLAX15.0524.3514.6385.751.49
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX19.621.1214.2715.216.8685.251.19
DF Dent Premier GrowthDFDPX26.8422.4913.9715.617none1.07
Janus Henderson Enterprise TJAENX19.7318.3913.9715.756.126none0.91
Baron Opportunity RetailBIOPX17.8123.7813.5914.189none1.37
Value Line Mid Cap FocusedVLIFX24.8319.0713.5715.844.585none1.18
Eaton Vance Atlanta Capital SMID-Cap A**EAASX18.6217.1813.1915.4475.751.16
DF Dent Midcap Growth FundDFDMX24.8721.0513.0772.00r0.98
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 October 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 GrowthPOAGX4.71%14.77%11.39%17.35%—%10none%0.63%
Akre Focus RetailAKREX28.8722.6315.5317.1141.00r1.32
Eventide Gilead NETGLX1418.9710.7416.99none1.39
Delaware Smid Cap Growth A**DFCIX9.9420.4712.9516.368.71105.751.12
Principal MidCap APEMGX29.2118.0412.7416.2165.500.96
Baron Partners RetailBPTRX16.3521.2611.4115.869none2.03
Value Line Mid Cap FocusedVLIFX24.8319.0713.5715.844.585none1.18
Janus Henderson Enterprise TJAENX19.7318.3913.9715.756.126none0.91
DF Dent Premier GrowthDFDPX26.8422.4913.9715.617none1.07
AllianceBernstein Discovery Growth ACHCLX8.4917.469.9115.56.73104.250.95
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 October 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 InvHFCSX24.16%13.51%9.98%14.29%12.81%5none%1.47%
CRM Mid Cap Value Investor**CRMMX11.4411.469.111.4912.077none1.14
Neuberger Berman Genesis InvNBGNX14.0213.899.8412.6712.038none1.02
Wells Fargo Special Mid Cap Value AWFPAX17.699.87.8813.2111.3165.751.15
Fidelity Low-Priced StockFLPSX6.919.636.4911.6411.265none0.51
Wells Fargo Discovery AWFDAX16.4317.6510.5215.3811.1395.751.2
Pioneer Select Mid Cap Growth APGOFX13.3816.5810.3613.5511.1395.751.02
Hartford Midcap AHFMCX14.9315.410.3413.8910.9785.501.1
Royce Premier Service**RPFFX15.7515.748.6411.2810.9591.00r1.48
Wells Fargo C&B Mid Cap Value ACBMAX16.5811.679.0212.8910.995.751.25
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.
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