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 January 31, 2018

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
Prudential Jennison Select Growth ASPFAX47.2%18.9%18.89%12.48%—%105.50%1.24%
Baron Fifth Avenue Growth RetailBFTHX45.3617.4717.810.3110none1.1
Morgan Stanley Multi Cap Growth ACPOAX45.3518.9920.1612.579.77105.251.23
Homestead GrowthHNASX44.3919.6620.3913.649none0.95
SunAmerica Focused Alpha Growth AFOCAX44.2916.4117.2811.5765.751.66
Fidelity Growth Company**FDGRX44.2620.0121.0613.6111.039none0.85
T. Rowe Price Blue Chip GrowthTRBCX44.1519.2320.2412.698.799none0.72
Franklin Templeton DynaTech AFKDNX43.7919.0819.1812.919.4595.750.91
Sparrow Growth ASGFFX43.6211.5512.955.7695.752.65
JPMorgan Large Cap Growth AOLGAX43.4916.9617.4811.676.8595.251.05
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 January 31, 2018

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
Fidelity Growth Company**FDGRX44.26%20.01%21.06%13.61%11.03%9none%0.85%
Fidelity OTC PortfolioFOCPX41.9319.7623.0714.7610.6910none0.81
Homestead GrowthHNASX44.3919.6620.3913.649none0.95
USAA Nasdaq-100 IndexUSNQX36.6119.5621.3614.639none0.53
Morgan Stanley Instl Growth Portfolio AMSEGX42.7719.4821.0112.538.58105.250.92
Transamerica Capital Growth AIALAX43.0319.3620.7912.2512.99105.501.23
T. Rowe Price Blue Chip GrowthTRBCX44.1519.2320.2412.698.799none0.72
Loomis Sayles Growth ALGRRX39.1519.1318.4310.186.6485.750.91
Edgewood Growth RetailEGFFX39.0119.1320.0611.799none1.4
Shelton Capital Nasdaq-100 Index DirectNASDX35.4419.0921.2915.019none0.49
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, 2018

Large-Company Stock Funds - 5 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
Fidelity OTC PortfolioFOCPX41.93%19.76%23.07%14.76%10.69%10none%0.81%
USAA Nasdaq-100 IndexUSNQX36.6119.5621.3614.639none0.53
Shelton Capital Nasdaq-100 Index DirectNASDX35.4419.0921.2915.019none0.49
Fidelity Growth Company**FDGRX44.2620.0121.0613.6111.039none0.85
Morgan Stanley Instl Growth Portfolio AMSEGX42.7719.4821.0112.538.58105.250.92
Transamerica Capital Growth AIALAX43.0319.3620.7912.2512.99105.501.23
Homestead GrowthHNASX44.3919.6620.3913.649none0.95
T. Rowe Price Blue Chip GrowthTRBCX44.1519.2320.2412.698.799none0.72
Rydex Nasdaq-100 HRYHOX35.1718.4120.1913.678.869none1.54
Morgan Stanley Multi Cap Growth ACPOAX45.3518.9920.1612.579.77105.251.23
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, 2018

Large-Company Stock Funds - 10 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
Shelton Capital Nasdaq-100 Index DirectNASDX35.44%19.09%21.29%15.01%—%9none%0.49%
Fidelity OTC PortfolioFOCPX41.9319.7623.0714.7610.6910none0.81
Parnassus EndeavorPARWX26.3418.0118.7314.77none0.95
USAA Nasdaq-100 IndexUSNQX36.6119.5621.3614.639none0.53
Monetta Young InvestorMYIFX27.5714.4415.1613.745none1.22
Rydex Nasdaq-100 HRYHOX35.1718.4120.1913.678.869none1.54
Homestead GrowthHNASX44.3919.6620.3913.649none0.95
Fidelity Growth Company**FDGRX44.2620.0121.0613.6111.039none0.85
Matthew 25 FundMXXVX24.7413.3614.8713.310.12102.00r1.09
AllianceBernstein Large Cap Growth AAPGAX35.0817.2118.7613.187.1464.251.03
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, 2018

Large-Company Stock Funds - 20 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
Vanguard Capital Opportunity InvVHCOX32.94%16.44%19.77%12.25%14.58%8none%0.44%
Transamerica Capital Growth AIALAX43.0319.3620.7912.2512.99105.501.23
CGM FocusCGMFX28.1914.9212.091.7112.6110none1.2
Calamos Growth ACVGRX30.1211.6513.77.3211.6364.751.39
Fidelity New MillenniumFMILX25.0513.6914.4810.4711.316none0.54
Oakmark Select IOAKLX22.3912.7515.311.5911.049none0.96
Fidelity Growth Company**FDGRX44.2620.0121.0613.6111.039none0.85
Vanguard Primecap InvVPMCX34.1916.8419.5212.2610.867none0.39
Amana GrowthAMAGX31.9214.6814.519.8410.855none1.09
Quaker Strategic Growth AQUAGX21.588.8412.734.4210.8165.502.22
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.