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 June 30, 2019

Large-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
Eaton Vance-Atlanta Capital Focused Growth A+EAALX26.23%21.99%14.13%14.78%—%45.75%1.25%
Morgan Stanley Multi Cap Growth ACPOAX25.7731.9319.4320.126.99105.251.14
Calvert Social Investment Equity Portfolio ACSIEX24.6719.2213.6115.098.2344.751.01
AllianceBernstein Concentrated Growth AWPASX22.6720.1912.7515.076.464.251.21
Eaton Vance Atlanta Capital Select Equity AESEAX22.6115.312.2545.751.05
Fidelity Advisor Growth Opportunities AFAGAX21.826.8516.6819.315.8685.751.05
RidgeWorth Aggressive Growth Stock ASAGAX21.7830.0915.4417.95105.751.48
Amana GrowthAMAGX20.0118.3813.0313.949.666none1.09
Vanguard Dividend Growth InvVDIGX19.0413.7911.314.276.944none0.22
Westcore Trust Growth WEQRX18.7912.588.5413.046.655none0.89
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 June 30, 2019

Large-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
Morgan Stanley Multi Cap Growth ACPOAX25.77%31.93%19.43%20.12%6.99%105.25%1.14%
RidgeWorth Aggressive Growth Stock ASAGAX21.7830.0915.4417.95105.751.48
Fidelity Advisor Growth Opportunities AFAGAX21.826.8516.6819.315.8685.751.05
Morgan Stanley Instl Growth Portfolio AMSEGX15.1626.2217.3319.658.1995.250.84
Biondo Focus InvBFONX8.5325.798.7992.00r1.78
Transamerica Capital Growth AIALAX14.3725.5516.7518.999.8395.501.19
Franklin Templeton DynaTech AFKDNX17.1325.0516.5317.878.8595.500.86
JPMorgan Large Cap Growth AOLGAX13.6723.0114.9817.235.3885.250.97
Homestead GrowthHNASX9.6322.8614.7617.347none0.86
Baron Fifth Avenue Growth RetailBFTHX11.1722.8214.2216.018none1.01
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 June 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 ACPOAX25.77%31.93%19.43%20.12%6.99%105.25%1.14%
Morgan Stanley Instl Growth Portfolio AMSEGX15.1626.2217.3319.658.1995.250.84
Transamerica Capital Growth AIALAX14.3725.5516.7518.999.8395.501.19
Fidelity Advisor Growth Opportunities AFAGAX21.826.8516.6819.315.8685.751.05
Franklin Templeton DynaTech AFKDNX17.1325.0516.5317.878.8595.500.86
Polen Growth InvPOLRX18.4420.1616.4562.00r1.23
Brown Advisory Sustainable Growth InvBIAWX18.6820.2316.0861.00r0.88
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX16.3120.9215.9618.6865.251.17
USAA Nasdaq-100 IndexUSNQX9.6620.9615.5318.498none0.48
RidgeWorth Aggressive Growth Stock ASAGAX21.7830.0915.4417.95105.751.48
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 June 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
Morgan Stanley Multi Cap Growth ACPOAX25.77%31.93%19.43%20.12%6.99%105.25%1.14%
Morgan Stanley Instl Growth Portfolio AMSEGX15.1626.2217.3319.658.1995.250.84
Fidelity Advisor Growth Opportunities AFAGAX21.826.8516.6819.315.8685.751.05
Metropolitan West AlphaTrak 500 FundMWATX11.5316.5411.9119.226.16none0.9
Transamerica Capital Growth AIALAX14.3725.5516.7518.999.8395.501.19
Morgan Stanley Instl Fund Advantage Portfolio AMAPPX16.3120.9215.9618.6865.251.17
Shelton Capital Nasdaq-100 Index DirectNASDX9.8820.0215.1218.588none0.51
USAA Nasdaq-100 IndexUSNQX9.6620.9615.5318.498none0.48
Matthew 25 FundMXXVX9.1417.258.0518.388.8102.00r1.1
Fidelity OTC PortfolioFOCPX5.1221.8215.3518.298.519none0.88
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 June 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
Vanguard Capital Opportunity InvVHCOX4.84%17.82%11.64%15.56%11.64%9none%0.43%
AMG Yacktman FundYACKX10.611.978.4513.2310.292none0.7
AMG Yacktman Focused SYAFFX11.4213.039.0913.1610.262none1.23
Transamerica Capital Growth AIALAX14.3725.5516.7518.999.8395.501.19
Calamos Growth ACVGRX8.7414.439.1612.49.7664.751.29
Parnassus Core Equity InvPRBLX17.2114.3310.1814.149.724none0.87
Amana GrowthAMAGX20.0118.3813.0313.949.666none1.09
CGM FocusCGMFX-21.15-0.01-3.033.169.3610none2.45
Mairs & Power Growth InvMPGFX13.6910.48.4914.049.26none0.64
Fidelity Growth Company**FDGRX4.9521.2114.4417.859.19none0.85
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.
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