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 August 31, 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
Eaton Vance-Atlanta Capital Focused Growth A+EAALX20.71%21.83%14.4%14.04%—%45.75%1.25%
Calvert Social Investment Equity Portfolio ACSIEX20.519.1513.914.38.6544.751.01
Equinox EquityHedge US Strategy AEEHAX20.0612.4210.3165.75s1.45
Eaton Vance Atlanta Capital Select Equity AESEAX18.8115.9712.7745.751.05
Vanguard Dividend Growth InvVDIGX15.8214.2811.613.757.374none0.22
Artisan Thematic InvARTTX15.038none1.51
MFS Massachusetts Investors Growth Stock AMIGFX13.2417.1112.9914.536.0655.750.7
MFS Low Volatility Equity AMLVAX13.2312.1811.0235.750.88
YCG Enhanced FundYCGEX13.1515.0311.6842.00r1.19
Fidelity Advisor Growth Opportunities AFAGAX12.8924.6916.2218.156.1485.751.05
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 August 31, 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
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Morgan Stanley Multi Cap Growth ACPOAX11.93%27.81%17.91%18.64%6.97%105.25%1.14%
Fidelity Advisor Growth Opportunities AFAGAX12.8924.6916.2218.156.1485.751.05
RidgeWorth Aggressive Growth Stock ASAGAX4.9223.4413.0616.18105.751.48
Franklin Templeton DynaTech AFKDNX8.9722.3215.9916.898.7695.500.86
JPMorgan Large Cap Growth AOLGAX7.5922.0914.3916.575.6285.250.93
Meridian Equity Income LegacyMEIFX10.2522.0714.0114.78102.00r1.58
Eaton Vance-Atlanta Capital Focused Growth A+EAALX20.7121.8314.414.0445.751.25
Morgan Stanley Instl Growth Portfolio AMSEGX1.7521.4415.3517.828.0695.250.84
Wells Fargo Endeavor Select ASTAEX10.9921.1913.7314.7275.751.2
Transamerica Capital Growth AIALAX1.0320.9414.816.99.7395.501.19
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.

Data through August 31, 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 ACPOAX11.93%27.81%17.91%18.64%6.97%105.25%1.14%
Polen Growth InvPOLRX11.1219.0116.5162.00r1.25
Fidelity Advisor Growth Opportunities AFAGAX12.8924.6916.2218.156.1485.751.05
Franklin Templeton DynaTech AFKDNX8.9722.3215.9916.898.7695.500.86
Brown Advisory Sustainable Growth InvBIAWX12.1318.8215.8661.00r0.88
Morgan Stanley Instl Growth Portfolio AMSEGX1.7521.4415.3517.828.0695.250.84
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX9.418.515.1516.9965.251.17
Janus Henderson Forty TJACTX8.8518.1614.9813.758.46none0.83
AllianceBernstein Growth AAGRFX7.8818.8414.815.385.4364.251.19
Transamerica Capital Growth AIALAX1.0320.9414.816.99.7395.501.19
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.

Data through August 31, 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
Morgan Stanley Multi Cap Growth ACPOAX11.93%27.81%17.91%18.64%6.97%105.25%1.14%
Fidelity Advisor Growth Opportunities AFAGAX12.8924.6916.2218.156.1485.751.05
Morgan Stanley Instl Growth Portfolio AMSEGX1.7521.4415.3517.828.0695.250.84
Shelton Capital Nasdaq-100 Index DirectNASDX1.7217.0113.7717.468none0.51
USAA Nasdaq-100 IndexUSNQX1.1617.9614.2317.48none0.48
Fidelity OTC PortfolioFOCPX-1.9718.2414.4217.378.539none0.88
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX9.418.515.1516.9965.251.17
Transamerica Capital Growth AIALAX1.0320.9414.816.99.7395.501.19
Franklin Templeton DynaTech AFKDNX8.9722.3215.9916.898.7695.500.86
Metropolitan West AlphaTrak 500 FundMWATX4.1214.9411.3116.886.286none0.9
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 August 31, 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
Vanguard Capital Opportunity InvVHCOX-6.72%13.47%10.48%14.03%11.03%9none%0.43%
AMG Yacktman FundYACKX5.5410.647.7911.5410.552none0.7
AMG Yacktman Focused SYAFFX5.9311.288.2511.6110.43none1.23
CGM FocusCGMFX-29.11-3.25-4.122.029.9710none2.45
Parnassus Core Equity InvPRBLX10.713.2610.3913.499.814none0.87
Calamos Growth ACVGRX2.4613.338.5911.459.7964.751.29
Transamerica Capital Growth AIALAX1.0320.9414.816.99.7395.501.19
Amana GrowthAMAGX8.9517.1912.8413.159.636none1.08
Mairs & Power Growth InvMPGFX3.539.528.3512.689.246none0.64
Principal Capital Appreciation ACMNWX5.8912.899.9612.829.1155.500.83
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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