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, 2018

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
Delaware Smid Cap Growth A**DFCIX30.69%15.68%12%17.63%10.26%105.75%1.17%
Legg Mason ClearBridge Select ALCLAX24.8319.4514.78105.751.24
Baron Opportunity RetailBIOPX20.7316.0210.9315.7310none1.41
Virtus Mid-Cap Growth APHSKX20.5416.5911.9914.095.9985.751.4
NysaNYSAX19.278.18-4.82-1.79-3.49102.505.27
Riverbridge Growth Fund Investor ClassRIVRX16.4813.0410.1271.00r1.25
Alger SMid Cap Growth AALMAX15.0215.6210.6614.04105.251.35
Westcore Trust SelectWTSLX14.19.485.369.9710none1.08
Legg Mason Opportunity ALGOAX13.99.0910.7615.2105.751.34
American Beacon Stephens Mid-Cap Growth InvSTMGX13.6414.799.3214.628none1.29
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, 2018

Midsize-Company Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Legg Mason ClearBridge Select ALCLAX24.83%19.45%14.78%—%—%105.75%1.24%
Conestoga SMid Cap InvCCSMX11.4717.379none1.2
Virtus Mid-Cap Growth APHSKX20.5416.5911.9914.095.9985.751.4
Baron Opportunity RetailBIOPX20.7316.0210.9315.7310none1.41
Primecap Odyssey Aggressive GrowthPOAGX8.915.9314.0319.9510none0.64
Delaware Smid Cap Growth A**DFCIX30.6915.681217.6310.26105.751.17
Alger SMid Cap Growth AALMAX15.0215.6210.6614.04105.251.35
Tarkio FundTARKX-5.7414.9810.3110none1
Champlain Mid Cap AdvisorCIPMX12.6214.8211.8214.465none1.15
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX11.9514.8213.1215.869.7185.251.39
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, 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
Legg Mason ClearBridge Select ALCLAX24.83%19.45%14.78%—%—%105.75%1.24%
Primecap Odyssey Aggressive GrowthPOAGX8.915.9314.0319.9510none0.64
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX11.9514.8213.1215.869.7185.251.39
Akre Focus RetailAKREX11.314.7513.0151.00r1.32
Janus Henderson Enterprise TJAENX7.513.6912.7615.688.996none0.91
Thrivent Mid Cap Stock STMSIX4.3614.2412.4715.369.987none0.72
Delaware Smid Cap Growth A**DFCIX30.6915.681217.6310.26105.751.17
T. Rowe Price Mid-Cap Growth**RPMGX6.611.161216.511.126none0.76
Virtus Mid-Cap Growth APHSKX20.5416.5911.9914.095.9985.751.4
Federated Kaufmann AKAUAX11.6412.9911.921310.37105.501.95
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 October 31, 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 GrowthPOAGX8.9%15.93%14.03%19.95%—%10none%0.64%
Delaware Smid Cap Growth A**DFCIX30.6915.681217.6310.26105.751.17
Eventide Gilead NETGLX11.1712.110.7317.3510none1.39
Pin Oak EquityPOGSX5.7510.7911.0416.776.426none0.98
T. Rowe Price Mid-Cap Growth**RPMGX6.611.161216.511.126none0.76
AllianceBernstein Discovery Growth ACHCLX12.7613.49.4916.427.53104.250.95
Buffalo Discovery FundBUFTX1.710.0110.1716.346none1.01
William Blair Small-Mid Cap Growth NWSMNX10.9913.7211.6516.198none1.35
Eaton Vance Atlanta Capital SMID-Cap A**EAASX7.1112.0811.181675.751.19
Meeder QuantexFLCGX3.199.177.4315.876.389none1.29
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, 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
BlackRock US Opps Inv ABMEAX1.67%6.85%7.81%11.82%13.69%55.25%1.25%
Hennessy Focus InvHFCSX-2.025.047.5513.6912.445none1.48
Pioneer Select Mid Cap Growth APGOFX9.2111.1310.1715.0712.4385.751.04
Hartford Midcap AHFMCX3.639.8810.4613.5312.2485.501.12
Meridian Contrarian LegacyMVALX8.7713.139.8111.9311.9382.00r1.13
Kinetics Internet No Load WWWFX1.658.685.7614.0711.81102.00r1.84
Artisan Mid Cap Inv**ARTMX5.377.457.2114.7911.729none1.18
Hotchkis & Wiley Mid-Cap Value AHWMAX2.725.975.1815.0511.66105.251.28
JPMorgan Mid Cap Value AJAMCX-0.726.647.5712.9111.4945.251.23
Touchstone Mid Cap Growth ATEGAX7.0310.3110.5112.911.3675.001.29
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.