Top-Performing Mutual Funds by Category
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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 March 31, 2020

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
USAA Nasdaq-100 IndexUSNQX6.65%13.56%13.24%15.48%—%6none%0.48%
RidgeWorth Aggressive Growth Stock ASAGAX6.5220.7615.0514.22105.751.26
Shelton Capital Nasdaq-100 Index DirectNASDX6.3213.0112.7915.593.226none0.5
Rydex Nasdaq-100 HRYHOX5.1112.191214.382.046none1.61
McCarthy Multi-Cap Stock Institutional WLVIX4.865.455.028.753none0.75
American Century Focused Dynamic Growth InvACFOX4.8317.1811.9412.727none0.89
ProFunds NASDAQ-100 InvestorOTPIX4.5111.7711.5113.766none1.52
Deutsche Large Cap Focus Growth ASGGAX4.3311.169.811.632.9855.751.15
Putnam Growth Opportunities APOGAX3.913.9711.2313.12.2955.751.03
Fidelity TrendFTRNX3.5511.319.7612.956.515none0.63
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 March 31, 2020

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 ACPOAX1.72%22.35%15.97%16%3.74%95.25%1.16%
RidgeWorth Aggressive Growth Stock ASAGAX6.5220.7615.0514.22105.751.26
Fidelity Advisor Growth Opportunities AFAGAX-0.9718.0613.4315.175.7775.751.1
American Century Focused Dynamic Growth InvACFOX4.8317.1811.9412.727none0.89
Morgan Stanley Instl Growth Portfolio AMSEGX-1.1216.1213.3215.116.2585.250.83
Eaton Vance-Atlanta Capital Focused Growth A+EAALX1.3715.8411.5711.635.751.1
Franklin Templeton DynaTech AFKDNX0.8315.7812.8913.986.875.500.85
Transamerica Capital Growth AIALAX-1.5515.4412.7314.78.2285.501.18
Brown Advisory Growth Equity InvBIAGX2.315.3210.8312.365.9151.00r0.85
Wells Fargo Endeavor Select ASTAEX3.4715.211.1212.265.751.2
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 March 31, 2020

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 ACPOAX1.72%22.35%15.97%16%3.74%95.25%1.16%
RidgeWorth Aggressive Growth Stock ASAGAX6.5220.7615.0514.22105.751.26
Fidelity Advisor Growth Opportunities AFAGAX-0.9718.0613.4315.175.7775.751.1
Morgan Stanley Instl Growth Portfolio AMSEGX-1.1216.1213.3215.116.2585.250.83
USAA Nasdaq-100 IndexUSNQX6.6513.5613.2415.486none0.48
Franklin Templeton DynaTech AFKDNX0.8315.7812.8913.986.875.500.85
Shelton Capital Nasdaq-100 Index DirectNASDX6.3213.0112.7915.593.226none0.5
Edgewood Growth RetailEGFFX1.6412.6112.7314.694none1.4
Transamerica Capital Growth AIALAX-1.5515.4412.7314.78.2285.501.18
Polen Growth InvPOLRX1.7913.9212.3442.00r1.25
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 March 31, 2020

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 ACPOAX1.72%22.35%15.97%16%3.74%95.25%1.16%
Shelton Capital Nasdaq-100 Index DirectNASDX6.3213.0112.7915.593.226none0.5
USAA Nasdaq-100 IndexUSNQX6.6513.5613.2415.486none0.48
Fidelity Advisor Growth Opportunities AFAGAX-0.9718.0613.4315.175.7775.751.1
Morgan Stanley Instl Growth Portfolio AMSEGX-1.1216.1213.3215.116.2585.250.83
Fidelity OTC PortfolioFOCPX2.6412.6411.9914.775.617none0.88
Transamerica Capital Growth AIALAX-1.5515.4412.7314.78.2285.501.18
Edgewood Growth RetailEGFFX1.6412.6112.7314.694none1.4
Fidelity Growth Company**FDGRX2.0813.0511.6714.555.978none0.83
Rydex Nasdaq-100 HRYHOX5.1112.191214.382.046none1.61
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 March 31, 2020

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
AMG Yacktman Focused SYAFFX-13.48%2.31%4.79%8.12%10.83%3none%1.24%
AMG Yacktman FundYACKX-14.491.523.967.8210.663none0.7
Mairs & Power Growth InvMPGFX-7.853.375.29.798.725none0.65
BlackRock Flexible Equity Inv ABMCAX-1.148.738.468.288.755.250.87
Transamerica Capital Growth AIALAX-1.5515.4412.7314.78.2285.501.18
Parnassus Core Equity InvPRBLX-4.176.586.9310.268.163none0.86
American Century Equity Income Inv**TWEIX-11.810.534.917.987.853none0.91
Franklin Templeton Rising Dividends AFRDPX-10.1545.359.277.8255.500.87
Fairholme FundFAIRX-8.81-5.55-2.211.677.762.00r0.8
Oakmark Fund IOAKMX-21.69-3.551.337.787.559none0.88
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.
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