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 July 31, 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
Virtus Mid-Cap Growth APHSKX23.89%25.08%17.99%15.09%5.01%95.75%1.4%
Akre Focus RetailAKREX22.1721.2116.141.00r1.32
Value Line Mid Cap FocusedVLIFX21.8118.0814.7415.934.675none1.18
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX21.5723.2916.8716.398.2785.251.19
Delaware Smid Cap Growth A**DFCIX20.1119.7815.8518.239.75105.751.12
Wells Fargo Discovery AWFDAX19.9719.7613.4716.4611.1595.751.2
Value Line Premier GrowthVALSX19.2717.0212.7614.819.035none1.2
Artisan Mid Cap Inv**ARTMX19.1815.2811.6115.2311.138none1.18
DF Dent Premier GrowthDFDPX18.7621.0915.2616.047none1.09
Alger SMid Cap Growth AALMAX18.5422.9914.7214.89105.251.33
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 July 31, 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 ALCLAX13.2%25.37%16.93%—%—%85.75%1.49%
Virtus Mid-Cap Growth APHSKX23.8925.0817.9915.095.0195.751.4
Baron Opportunity RetailBIOPX4.8523.4214.5615.049none1.37
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX21.5723.2916.8716.398.2785.251.19
Alger SMid Cap Growth AALMAX18.5422.9914.7214.89105.251.33
Conestoga SMid Cap InvCCSMX11.0722.7414.639none1.1
Akre Focus RetailAKREX22.1721.2116.141.00r1.32
DF Dent Premier GrowthDFDPX18.7621.0915.2616.047none1.09
Eventide Gilead NETGLX17.6120.6713.7417.459none1.39
Delaware Smid Cap Growth A**DFCIX20.1119.7815.8518.239.75105.751.12
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 July 31, 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
Virtus Mid-Cap Growth APHSKX23.89%25.08%17.99%15.09%5.01%95.75%1.4%
Legg Mason ClearBridge Select ALCLAX13.225.3716.9385.751.49
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX21.5723.2916.8716.398.2785.251.19
Akre Focus RetailAKREX22.1721.2116.141.00r1.32
Delaware Smid Cap Growth A**DFCIX20.1119.7815.8518.239.75105.751.12
DF Dent Premier GrowthDFDPX18.7621.0915.2616.047none1.09
Janus Henderson Enterprise TJAENX14.9517.6615.1616.367.416none0.91
Federated Kaufmann AKAUAX15.8419.5514.8314.2610.9585.501.95
Value Line Mid Cap FocusedVLIFX21.8118.0814.7415.934.675none1.18
Alger SMid Cap Growth AALMAX18.5422.9914.7214.89105.251.33
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 July 31, 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
Delaware Smid Cap Growth A**DFCIX20.11%19.78%15.85%18.23%9.75%105.75%1.12%
Primecap Odyssey Aggressive GrowthPOAGX-0.4616.1513.8318.2210none0.63
Eventide Gilead NETGLX17.6120.6713.7417.459none1.39
AllianceBernstein Discovery Growth ACHCLX9.5419.212.7616.837.12104.250.95
Wells Fargo Discovery AWFDAX19.9719.7613.4716.4611.1595.751.2
Principal MidCap APEMGX16.7515.7813.1216.4665.500.96
Baron Partners RetailBPTRX18.2912.5816.4210none2.03
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX21.5723.2916.8716.398.2785.251.19
Janus Henderson Enterprise TJAENX14.9517.6615.1616.367.416none0.91
T. Rowe Price Mid-Cap Growth**RPMGX13.4915.4313.8916.2710.616none0.75
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 July 31, 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 InvHFCSX8.89%10.58%10.49%13.53%12.12%5none%1.47%
CRM Mid Cap Value Investor**CRMMX-0.0710.99.3311.7611.637none1.11
Pioneer Select Mid Cap Growth APGOFX10.8915.7611.7414.4211.5895.751.02
Neuberger Berman Genesis InvNBGNX8.8713.7310.8913.2311.559none1.02
Hartford Midcap AHFMCX7.4815.4211.6914.5611.2385.501.1
Wells Fargo Discovery AWFDAX19.9719.7613.4716.4611.1595.751.2
Artisan Mid Cap Inv**ARTMX19.1815.2811.6115.2311.138none1.18
Federated Kaufmann AKAUAX15.8419.5514.8314.2610.9585.501.95
Goldman Sachs Growth Opportunities AGGOAX13.7713.749.8713.310.8475.501.3
Touchstone Mid Cap Growth ATEGAX12.8616.1612.413.9110.8175.001.27
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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