Top-Performing Mutual Funds by Category
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 September 30, 2019

Midsize-Company Stock Funds - 1 year

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
Akre Focus RetailAKREX19.66%21.56%16.33%16.91%—%41.00%r1.32%
Davenport Equity OpportunitiesDEOPX17.613.7210.546none0.91
Principal MidCap APEMGX16.3716.3413.1415.7565.500.96
Touchstone Mid Cap ATMAPX15.3416.4111.5414.1265.001.24
Value Line Mid Cap FocusedVLIFX15.2618.2714.5515.444.835none1.18
Madison Mosaic Mid CapGTSGX14.4514.4612.2813.4810.464none0.98
Madison Mid Cap Fund Class AMERAX14.0113.9611.8713.1310.1545.751.4
Nuance Mid Cap Value InvNMAVX13.9512.910.6335.001.18
DF Dent Premier GrowthDFDPX13.3520.5514.7715.327none1.07
Value Line Premier GrowthVALSX13.2417.0912.5714.018.985none1.2
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

Midsize-Company Stock Funds - 3 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 ALCLAX1.22%21.62%15.38%—%—%85.75%1.49%
Akre Focus RetailAKREX19.6621.5616.3316.9141.00r1.32
Virtus Mid-Cap Growth APHSKX7.4620.7415.3113.144.3695.751.4
DF Dent Premier GrowthDFDPX13.3520.5514.7715.327none1.07
Baron Opportunity RetailBIOPX2.5120.5413.2213.459none1.37
Conestoga SMid Cap InvCCSMX1.520.0314.519none1.1
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX7.1219.814.7114.797.6585.251.19
DF Dent Midcap Growth FundDFDMX12.9519.0914.2772.00r0.98
Value Line Mid Cap FocusedVLIFX15.2618.2714.5515.444.835none1.18
Alger SMid Cap Growth AALMAX-4.417.6812.3812.67105.251.33
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 September 30, 2019

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
Akre Focus RetailAKREX19.66%21.56%16.33%16.91%—%41.00%r1.32%
Legg Mason ClearBridge Select ALCLAX1.2221.6215.3885.751.49
Virtus Mid-Cap Growth APHSKX7.4620.7415.3113.144.3695.751.4
Eaton Vance Atlanta Capital SMID-Cap A**EAASX8.2915.9514.7915.0875.751.16
DF Dent Premier GrowthDFDPX13.3520.5514.7715.327none1.07
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX7.1219.814.7114.797.6585.251.19
Janus Henderson Enterprise TJAENX10.1216.9514.715.386.896none0.91
Value Line Mid Cap FocusedVLIFX15.2618.2714.5515.444.835none1.18
Conestoga SMid Cap InvCCSMX1.520.0314.519none1.1
DF Dent Midcap Growth FundDFDMX12.9519.0914.2772.00r0.98
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 September 30, 2019

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
Akre Focus RetailAKREX19.66%21.56%16.33%16.91%—%41.00%r1.32%
Primecap Odyssey Aggressive GrowthPOAGX-13.0111.5611.5316.3110none0.63
Delaware Smid Cap Growth A**DFCIX-6.0215.1313.715.789.11105.751.12
Principal MidCap APEMGX16.3716.3413.1415.7565.500.96
Eventide Gilead NETGLX0.715.8611.3615.559none1.39
Value Line Mid Cap FocusedVLIFX15.2618.2714.5515.444.835none1.18
Janus Henderson Enterprise TJAENX10.1216.9514.715.386.896none0.91
DF Dent Premier GrowthDFDPX13.3520.5514.7715.327none1.07
Eaton Vance Atlanta Capital SMID-Cap A**EAASX8.2915.9514.7915.0875.751.16
T. Rowe Price Mid-Cap Growth**RPMGX7.1414.8813.1714.8710.926none0.75
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

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
Hennessy Focus InvHFCSX11.32%11.97%10.65%13.66%12.74%5none%1.47%
CRM Mid Cap Value Investor**CRMMX-0.210.59.4611.1212.287none1.14
Neuberger Berman Genesis InvNBGNX2.0312.210.5212.2711.858none1.02
Pioneer Select Mid Cap Growth APGOFX-1.1814.0410.3312.7611.4195.751.02
Wells Fargo Special Mid Cap Value AWFPAX7.818.838.412.6211.3365.751.15
Hartford Midcap AHFMCX2.0613.8310.9613.3511.2685.501.1
Wells Fargo Discovery AWFDAX3.8116.6411.714.7811.1695.751.2
Fidelity Low-Priced StockFLPSX-3.387.536.2810.9711.035none0.51
Artisan Mid Cap Inv**ARTMX5.1112.629.7613.5110.959none1.18
Federated Kaufmann AKAUAX4.9416.7413.2112.9910.9485.501.95
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.
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