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 April 30, 2018

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
Kinetics Internet No Load WWWFX35.61%11.47%12.45%11.17%13.27%102.00%r1.84%
Legg Mason ClearBridge Select ALCLAX34.8815.8818.8105.751.24
Delaware Smid Cap Growth A**DFCIX31.8211.1213.5712.019.0495.751.21
Virtus Mid-Cap Growth APHSKX30.2614.3313.328.365.0295.751.4
Alger SMid Cap Growth AALMAX29.2311.3612.268.5195.251.35
Baron Opportunity RetailBIOPX28.5213.1513.479.8510none1.41
Tocqueville OpportunityTOPPX28.227.9213.6310.548.4810none1.25
Primecap Odyssey Aggressive GrowthPOAGX27.3416.3420.4716.8810none0.64
Federated Kaufmann AKAUAX25.8112.2615.898.769.19105.501.95
Westcore Trust SelectWTSLX25.762.998.285.4510none1.08
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 April 30, 2018

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
Primecap Odyssey Aggressive GrowthPOAGX27.34%16.34%20.47%16.88%—%10none%0.64%
Legg Mason ClearBridge Select ALCLAX34.8815.8818.8105.751.24
Conestoga SMid Cap InvCCSMX25.1914.528none1.2
Thrivent Mid Cap Stock STMSIX12.0114.3515.5310.938.848none0.72
Virtus Mid-Cap Growth APHSKX30.2614.3313.328.365.0295.751.4
Akre Focus RetailAKREX24.9713.6214.8651.00r1.33
Eaton Vance Atlanta Capital SMID-Cap A**EAASX18.213.2813.9612.8365.751.19
Champlain Mid Cap AdvisorCIPMX18.3813.1914.695none1.17
Baron Opportunity RetailBIOPX28.5213.1513.479.8510none1.41
DF Dent Premier GrowthDFDPX24.8913.0513.449.337none1.1
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 April 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 GrowthPOAGX27.34%16.34%20.47%16.88%—%10none%0.64%
Legg Mason ClearBridge Select ALCLAX34.8815.8818.8105.751.24
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX21.6511.5516.469.448.685.251.39
Federated Kaufmann AKAUAX25.8112.2615.898.769.19105.501.95
Thrivent Mid Cap Stock STMSIX12.0114.3515.5310.938.848none0.72
Eventide Gilead NETGLX22.67815.4910none1.4
William Blair Small-Mid Cap Growth NWSMNX20.4312.3415.0212.025none1.35
T. Rowe Price Mid-Cap Growth**RPMGX16.5411.1214.9511.510.486none0.76
Janus Henderson Enterprise TJAENX18.8712.3414.910.058.545none0.91
Akre Focus RetailAKREX24.9713.6214.8651.00r1.33
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 April 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 GrowthPOAGX27.34%16.34%20.47%16.88%—%10none%0.64%
Eaton Vance Atlanta Capital SMID-Cap A**EAASX18.213.2813.9612.8365.751.19
Buffalo Discovery FundBUFTX14.059.2214.8112.474none1.01
Pin Oak EquityPOGSX12.2312.3514.5712.446.118none0.98
William Blair Small-Mid Cap Growth NWSMNX20.4312.3415.0212.025none1.35
Delaware Smid Cap Growth A**DFCIX31.8211.1213.5712.019.0495.751.21
Scout Mid CapUMBMX16.2912.6113.27125none1.01
John Hancock Disciplined Value Mid Cap AJVMAX10.52913.3611.858.9375.001.12
T. Rowe Price Mid-Cap Growth**RPMGX16.5411.1214.9511.510.486none0.76
Kinetics Internet No Load WWWFX35.6111.4712.4511.1713.27102.00r1.84
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 April 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
Kinetics Internet No Load WWWFX35.61%11.47%12.45%11.17%13.27%102.00%r1.84%
Hartford Midcap AHFMCX19.2611.314.19.7511.9775.501.12
Artisan Mid Cap Inv**ARTMX14.447.0310.589.8911.458none1.18
Hennessy Focus InvHFCSX11.327.1610.910.7911.375none1.48
JPMorgan Mid Cap Value AJAMCX6.776.6410.379.3911.3545.251.23
Pioneer Select Mid Cap Growth APGOFX20.929.6313.569.6411.3365.751.04
Meridian Contrarian LegacyMVALX22.2511.2813.459.2811.2982.00r1.13
Hotchkis & Wiley Mid-Cap Value AHWMAX11.394.479.610.3610.82105.251.28
CRM Mid Cap Value Investor**CRMMX14.610.0311.877.9410.675none1.15
Royce Heritage InvestmentRHFHX10.458.098.228.2110.5381.00r0.99
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.