Top-Performing Mutual Funds by Category
Tool

Top-Performing Mutual Funds by Category

Large-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 September 30, 2019

Large-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
Equinox EquityHedge US Strategy AEEHAX19.29%11.94%10.38%—%—%65.75%s1.24%
Eaton Vance-Atlanta Capital Focused Growth A+EAALX18.9121.6914.7713.5145.751.25
Calvert Social Investment Equity Portfolio ACSIEX18.7219.2313.9913.798.9334.751.01
Eaton Vance Atlanta Capital Select Equity AESEAX16.2315.6913.0145.751.05
Copley FundCOPLX16.0516.3213.1111.826.352.00r3.86
YCG Enhanced FundYCGEX15.7615.641242.00r1.19
Fairholme FundFAIRX14.634.76-0.585.35102.00r0.82
Vanguard Dividend Growth InvVDIGX13.9514.7711.7513.397.424none0.22
Madison Mosaic Investors FundMINVX13.5315.1212.512.636.974none0.95
Madison Investors AMNVAX13.2714.8312.2212.356.7145.751.2
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 September 30, 2019

Large-Company Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
RETURN
20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Fidelity Advisor Growth Opportunities AFAGAX8.58%22.92%16%17.05%6.16%85.75%1.05%
Morgan Stanley Multi Cap Growth ACPOAX2.1722.8716.4616.656.44105.251.14
Eaton Vance-Atlanta Capital Focused Growth A+EAALX18.9121.6914.7713.5145.751.25
Meridian Equity Income LegacyMEIFX11.220.9214.0514.19102.00r1.58
Wells Fargo Endeavor Select ASTAEX8.2220.1413.7714.0375.751.2
JPMorgan Large Cap Growth AOLGAX2.832013.9315.445.5185.250.93
Franklin Templeton DynaTech AFKDNX4.7719.8915.5715.868.5995.500.86
RidgeWorth Aggressive Growth Stock ASAGAX-8.6219.3212.1614.18105.751.48
Homestead GrowthHNASX1.5719.3114.3615.437none0.86
William Blair Large Cap Growth NLCGNX9.7919.2714.8214.915none1.05
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 September 30, 2019

Large-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
Morgan Stanley Multi Cap Growth ACPOAX2.17%22.87%16.46%16.65%6.44%105.25%1.14%
Polen Growth InvPOLRX8.2318.6116.2562.00r1.25
Brown Advisory Sustainable Growth InvBIAWX10.6218.1716.0761.00r0.88
Fidelity Advisor Growth Opportunities AFAGAX8.5822.921617.056.1685.751.05
Franklin Templeton DynaTech AFKDNX4.7719.8915.5715.868.5995.500.86
Janus Henderson Forty TJACTX7.9317.8115.1513.258.366none0.83
Edgewood Growth RetailEGFFX2.718.114.8715.37none1.4
Principal Blue Chip APBLAX10.7518.3714.8365.501.09
William Blair Large Cap Growth NLCGNX9.7919.2714.8214.915none1.05
Fidelity OTC PortfolioFOCPX-1.6317.614.7916.588.559none0.88
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 September 30, 2019

Large-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
Fidelity Advisor Growth Opportunities AFAGAX8.58%22.92%16%17.05%6.16%85.75%1.05%
Shelton Capital Nasdaq-100 Index DirectNASDX2.816.5514.1716.928none0.51
USAA Nasdaq-100 IndexUSNQX2.2917.4114.5816.848none0.48
Morgan Stanley Multi Cap Growth ACPOAX2.1722.8716.4616.656.44105.251.14
Fidelity OTC PortfolioFOCPX-1.6317.614.7916.588.559none0.88
Matthew 25 FundMXXVX10.9217.128.816.49.54102.00r1.1
Metropolitan West AlphaTrak 500 FundMWATX5.514.6712.0716.356.536none0.9
Morgan Stanley Instl Growth Portfolio AMSEGX-4.6317.3914.2516.187.63105.250.84
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX6.7617.4214.7516.0965.251.17
Fidelity Growth Company**FDGRX-4.4517.1213.9915.918.819none0.85
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 September 30, 2019

Large-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
AMG Yacktman FundYACKX6.31%11.32%8.23%11.25%11.05%2none%0.7%
Vanguard Capital Opportunity InvVHCOX-5.0113.0811.1213.711.029none0.43
AMG Yacktman Focused SYAFFX7.1712.138.8411.3310.962none1.23
CGM FocusCGMFX-27.01-0.44-2.122.410.6610none2.45
Parnassus Core Equity InvPRBLX11.1713.5110.813.09104none0.87
Amana GrowthAMAGX7.4317.3413.0912.789.836none1.08
Calamos Growth ACVGRX2.7712.838.9910.539.7164.751.29
Matthew 25 FundMXXVX10.9217.128.816.49.54102.00r1.1
Mairs & Power Growth InvMPGFX4.2710.549.3912.659.546none0.64
Transamerica Capital Growth AIALAX-5.4316.8113.6415.489.41105.501.19
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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