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, 2017

Midsize-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Tarkio FundTARKX42.5%16.98%19.68%—%—%10none%1%
Baron Partners RetailBPTRX41.4110.8317.546.9110none1.35
Conestoga SMid Cap InvCCSMX40.9112.719none1.1
Tocqueville OpportunityTOPPX36.521015.147.768.7210none1.38
Alger SMid Cap Growth AALMAX35.6410.2413.475.8195.251.35
AllianzGI NFJ Mid-Cap Value APQNAX34.1812.0115.387.5110.3875.501.21
Westcore Trust SelectWTSLX33.921.2910.093.3910none1.15
Legg Mason ClearBridge Select ALCLAX33.8911.28105.751.49
William Blair Small-Mid Cap Growth NWSMNX33.512.7417.119.336none1.35
Eagle Mid Cap Growth AHAGAX33.3911.4516.82984.751.17
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 October 31, 2017

Midsize-Company Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
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5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Tarkio FundTARKX42.5%16.98%19.68%—%—%10none%1%
Primecap Odyssey Aggressive GrowthPOAGX32.5914.5821.9312.899none0.63
Janus Enterprise TJAENX28.9114.3117.279.159.25none0.93
Thrivent Mid Cap Stock STMSIX26.0414.1318.138.959.118none0.72
Eaton Vance Atlanta Capital SMID-Cap A**EAASX26.6313.5115.8411.5765.751.21
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX32.7213.3218.647.998.8285.251.39
Scout Mid CapUMBMX31.3213.2515.6910.395none1.03
Fidelity Event Driven OpportunitiesFARNX32.813.210none1.1
T. Rowe Price Mid-Cap Growth**RPMGX27.5712.8917.4310.0111.316none0.77
Akre Focus RetailAKREX28.5512.816.8851.00r1.33
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 October 31, 2017

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 GrowthPOAGX32.59%14.58%21.93%12.89%—%9none%0.63%
Tarkio FundTARKX42.516.9819.6810none1
Legg Mason Opportunity ALGOAX30.336.8419.253.31105.751.31
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX32.7213.3218.647.998.8285.251.39
Thrivent Mid Cap Stock STMSIX26.0414.1318.138.959.118none0.72
Eventide Gilead NETGLX32.869.5318.1210none1.4
Hodges Fund RetailHDPMX15.096.8817.615.27.83101.00r1.3
Baron Partners RetailBPTRX41.4110.8317.546.9110none1.35
T. Rowe Price Mid-Cap Growth**RPMGX27.5712.8917.4310.0111.316none0.77
Janus Enterprise TJAENX28.9114.3117.279.159.25none0.93
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, 2017

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 GrowthPOAGX32.59%14.58%21.93%12.89%—%9none%0.63%
Eaton Vance Atlanta Capital SMID-Cap A**EAASX26.6313.5115.8411.5765.751.21
Hotchkis & Wiley Value Opportunities AHWAAX23.318.7514.2610.5295.251.24
Scout Mid CapUMBMX31.3213.2515.6910.395none1.03
John Hancock Disciplined Value Mid Cap AJVMAX20.9810.5316.4510.389.9175.001.12
Principal MidCap APEMGX26.1911.8115.7610.2475.500.99
Buffalo Discovery FundBUFTX25.4812.2516.7910.115none1.01
T. Rowe Price Mid-Cap Growth**RPMGX27.5712.8917.4310.0111.316none0.77
Pin Oak EquityPOGSX21.8611.1516.069.726.769none1.08
American Century Mid Cap Value InvACMVX17.3510.5815.359.714none0.98
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, 2017

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 WWWFX29.78%7.89%12.66%7.84%14.95%92.00%r1.87%
Artisan Mid Cap Inv**ARTMX20.686.9413.277.9812.388none1.18
Pioneer Select Mid Cap Growth APGOFX27.969.7515.058.2912.0565.751.06
Hennessy Focus InvHFCSX20.239.7714.439.1711.995none1.47
Meridian Contrarian LegacyMVALX26.210.714.497.511.5882.00r1.13
Royce Heritage InvestmentRHFHX26.648.8211.126.8511.4371.00r1.02
T. Rowe Price Mid-Cap Growth**RPMGX27.5712.8917.4310.0111.316none0.77
Hotchkis & Wiley Mid-Cap Value AHWMAX19.143.5212.187.9910.9105.251.28
Fidelity Low-Priced StockFLPSX22.058.2513.427.9710.874none0.67
Needham GrowthNEEGX19.816.1112.436.7410.857none1.84
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.