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 January 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
Legg Mason ClearBridge Select ALCLAX15.74%25.87%13.95%—%—%85.75%1.49%
Champlain Mid Cap AdvisorCIPMX8.8219.8112.716.295none1.15
Delaware Smid Cap Growth A**DFCIX7.617.7711.9618.89.22105.751.17
Riverbridge Growth Fund Investor ClassRIVRX7.3316.7510.3671.00r1.25
Dreyfus/Boston Co Small/Mid Cap Growth ADBMAX7.119.5610.216.049.39105.751
Virtus Mid-Cap Growth APHSKX7.0920.6612.415.584.0885.751.4
Baron Opportunity RetailBIOPX7.0621.749.7817.089none1.37
Value Line Mid Cap FocusedVLIFX6.8715.9911.4114.283.895none1.18
Alger SMid Cap Growth AALMAX6.8321.0210.2915.82105.251.33
Cambiar SMID InvCAMMX5.7515.467.7872.00r0.95
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 January 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 ALCLAX15.74%25.87%13.95%—%—%85.75%1.49%
Baron Opportunity RetailBIOPX7.0621.749.7817.089none1.37
Alger SMid Cap Growth AALMAX6.8321.0210.2915.82105.251.33
Conestoga SMid Cap InvCCSMX3.3820.898.959none1.1
Virtus Mid-Cap Growth APHSKX7.0920.6612.415.584.0885.751.4
Primecap Odyssey Aggressive GrowthPOAGX-4.1920.3713.242110none0.63
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX5.3420.1912.5517.318.185.251.19
Baron Partners RetailBPTRX-2.2919.8310.0217.0310none1.79
Champlain Mid Cap AdvisorCIPMX8.8219.8112.716.295none1.15
Federated Kaufmann AKAUAX3.4519.611.4114.959.8685.501.95
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 January 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 ALCLAX15.74%25.87%13.95%—%—%85.75%1.49%
Akre Focus RetailAKREX5.2918.9313.2841.00r1.32
Primecap Odyssey Aggressive GrowthPOAGX-4.1920.3713.242110none0.63
Champlain Mid Cap AdvisorCIPMX8.8219.8112.716.295none1.15
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX5.3420.1912.5517.318.185.251.19
Janus Henderson Enterprise TJAENX2.4417.8412.4817.77.556none0.91
Virtus Mid-Cap Growth APHSKX7.0920.6612.415.584.0885.751.4
Delaware Smid Cap Growth A**DFCIX7.617.7711.9618.89.22105.751.17
Virtus Mid-Cap Core AVMACX-2.7314.5511.9155.751.2
Thrivent Mid Cap Stock STMSIX-3.3218.2411.8516.579.257none0.74
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 January 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-4.19%20.37%13.24%21%—%10none%0.63%
Pin Oak EquityPOGSX-2.3915.0711.0619.244.937none0.95
Delaware Smid Cap Growth A**DFCIX7.617.7711.9618.89.22105.751.17
Legg Mason Opportunity ALGOAX2.4618.158.2118.27105.751.34
AllianceBernstein Discovery Growth ACHCLX3.0519.329.1218.266.96104.250.95
Eventide Gilead NETGLX5.4219.4510.7718.110none1.39
Meeder QuantexFLCGX-4.3813.457.2618.055.569none1.29
Ariel Fund InvARGFX-9.8511.797.5617.868.6510none1.01
T. Rowe Price Mid-Cap Growth**RPMGX1.2515.9211.5717.7710.386none0.76
Janus Henderson Enterprise TJAENX2.4417.8412.4817.77.556none0.91
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 January 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 InvHFCSX-6.83%9.45%7.85%15.74%11.79%5none%1.47%
Hotchkis & Wiley Mid-Cap Value AHWMAX-8.710.354.2717.0911.62105.251.28
Pioneer Select Mid Cap Growth APGOFX0.5915.89.6716.0511.4585.751.02
Neuberger Berman Genesis InvNBGNX-1.5714.017.7913.711.338none1.02
Hartford Midcap AHFMCX-2.4315.529.7715.0111.3285.501.1
Meridian Contrarian LegacyMVALX-3.5117.039.5713.311.382.00r1.13
CRM Mid Cap Value Investor**CRMMX-0.7313.98.2712.8211.277none1.15
BlackRock US Opps Inv ABMEAX-3.710.926.6713.1111.2735.251.1
JPMorgan Mid Cap Value AJAMCX-5.949.387.3714.1811.165.251.23
Wells Fargo Special Mid Cap Value AWFPAX-7.6110.397.3614.3811.0965.751.15
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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