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 October 31, 2019

Large-Company Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Meridian Equity Income LegacyMEIFX34.09%22.96%14.17%14.46%—%102.00%r1.58%
Fidelity Advisor Growth Opportunities AFAGAX26.9826.4216.2318.146.2485.751.05
Equinox EquityHedge US Strategy AEEHAX26.1212.69.365.75s1.24
Shelton Green Alpha FundNEXTX25.6611.615.7710none1.3
YCG Enhanced FundYCGEX25.5316.9312.0342.00r1.19
Eaton Vance-Atlanta Capital Focused Growth A+EAALX25.2722.6414.1213.8545.751.25
Eaton Vance Atlanta Capital Select Equity AESEAX24.9817.5412.445.751.05
Wells Fargo Endeavor Select ASTAEX24.2221.813.7714.5675.751.2
Calvert Social Investment Equity Portfolio ACSIEX24.1320.1213.3313.968.6144.751.01
Fairholme FundFAIRX24.064.570.875.57102.00r0.82
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 October 31, 2019

Large-Company Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Fidelity Advisor Growth Opportunities AFAGAX26.98%26.42%16.23%18.14%6.24%85.75%1.05%
Morgan Stanley Multi Cap Growth ACPOAX14.3924.6815.8816.975.93105.251.14
Meridian Equity Income LegacyMEIFX34.0922.9614.1714.46102.00r1.58
Eaton Vance-Atlanta Capital Focused Growth A+EAALX25.2722.6414.1213.8545.751.25
RidgeWorth Aggressive Growth Stock ASAGAX9.1122.3612.6714.88105.751.48
Biondo Focus InvBFONX6.122.247.23102.00r1.78
Wells Fargo Endeavor Select ASTAEX24.2221.813.7714.5675.751.2
Franklin Templeton DynaTech AFKDNX20.421.6614.9916.138.4495.500.86
William Blair Large Cap Growth NLCGNX20.4920.9714.2715.245none1.05
JPMorgan Large Cap Growth AOLGAX15.5520.8913.3215.575.2285.250.93
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 October 31, 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
Fidelity Advisor Growth Opportunities AFAGAX26.98%26.42%16.23%18.14%6.24%85.75%1.05%
Morgan Stanley Multi Cap Growth ACPOAX14.3924.6815.8816.975.93105.251.14
Polen Growth InvPOLRX21.7220.6415.8762.00r1.25
Brown Advisory Sustainable Growth InvBIAWX20.1718.9715.3761.00r0.88
Franklin Templeton DynaTech AFKDNX20.421.6614.9916.138.4495.500.86
USAA Nasdaq-100 IndexUSNQX16.7919.7214.9517.718none0.48
Fidelity OTC PortfolioFOCPX14.0420.4314.8517.648.249none0.88
Principal Blue Chip APBLAX23.8219.8614.8265.501
Janus Henderson Forty TJACTX20.8219.3114.8113.78.046none0.83
Shelton Capital Nasdaq-100 Index DirectNASDX16.7918.8414.517.778none0.51
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 October 31, 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
Fidelity Advisor Growth Opportunities AFAGAX26.98%26.42%16.23%18.14%6.24%85.75%1.05%
Shelton Capital Nasdaq-100 Index DirectNASDX16.7918.8414.517.778none0.51
USAA Nasdaq-100 IndexUSNQX16.7919.7214.9517.718none0.48
Fidelity OTC PortfolioFOCPX14.0420.4314.8517.648.249none0.88
Morgan Stanley Multi Cap Growth ACPOAX14.3924.6815.8816.975.93105.251.14
Matthew 25 FundMXXVX18.9216.869.216.899.27102.00r1.1
Fidelity Growth Company**FDGRX12.9319.913.9616.858.699none0.85
Rydex Nasdaq-100 HRYHOX15.4218.3613.7616.644.828none1.61
Metropolitan West AlphaTrak 500 FundMWATX14.8816.131216.56.296none0.9
Morgan Stanley Instl Growth Portfolio AMSEGX6.5818.8513.6816.437.33105.250.84
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 October 31, 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
AMG Yacktman Focused SYAFFX10.65%12.52%8.81%11.44%11.56%3none%1.23%
AMG Yacktman FundYACKX9.2411.798.1711.3811.532none0.7
Vanguard Capital Opportunity InvVHCOX9.6416.3711.4814.7910.869none0.43
CGM FocusCGMFX-23.52-0.8-2.132.7610.6310none2.45
Parnassus Core Equity InvPRBLX17.8214.7610.1313.099.764none0.87
Amana GrowthAMAGX17.6219.3712.7612.969.495none1.08
Mairs & Power Growth InvMPGFX14.0412.379.0313.179.496none0.64
Calamos Growth ACVGRX13.9714.098.5510.859.4264.751.29
BlackRock Flexible Equity Inv ABMCAX14.0117.3411.2111.239.3575.250.87
Transamerica Capital Growth AIALAX5.418.2613.0915.949.28105.501.19
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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