Top-Performing Mutual Funds by Category
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Top-Performing Mutual Funds by Category

Global 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

Global Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
ATAC Inflation Rotation Fund Investor Class SharesATACX21.7%8.93%7.08%—%—%7none%1.75%
Baron Global Advantage RetailBGAFX6.2218.0612.787none1.15
Artisan Global Discovery InvAPFDX2.777none1.4
Columbia Select Global Equity AIGLGX2.6110.928.568.523.1245.751.31
Artisan Global Opportunities Fund InvARTRX1.248.418.5711.594none1.15
Polen Global Growth InvPGIRX1.212.5810.7642.00r1.35
Morgan Stanley Institutional Global Opportunity AMGGPX0.6512.951314.2865.251.22
Oppenheimer Global Value AGLVAX0.476.995.148.2275.501.27
Dreyfus Worldwide Growth APGROX-0.56.76.578.664.6135.751.14
Morgan Stanley Institutional Global Quality AMGQAX-0.817.768.0835.251.25
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

Global 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
Baron Global Advantage RetailBGAFX6.22%18.06%12.78%—%—%7none%1.15%
Morgan Stanley Institutional Global Opportunity AMGGPX0.6512.951314.2865.251.22
Prudential Jennison Global Opportunities APRJAX-1.7712.719.4875.501.08
Polen Global Growth InvPGIRX1.212.5810.7642.00r1.35
Harbor Global Growth InvHGGIX-4.0611.016.6210.095none1.25
Columbia Select Global Equity AIGLGX2.6110.928.568.523.1245.751.31
Morgan Stanley Instl Fund Global Advantage AMIGPX-4.9910.878.2275.251.41
Marsico GlobalMGLBX-2.4910.66.6310.127none1.41
American Beacon SGA Global Growth InvSGAPX-3.2810.079.494none1.19
WCM Focused Global Growth InvWFGGX-1.579.658.964none1.4
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

Global 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 Institutional Global Opportunity AMGGPX0.65%12.95%13%14.28%—%65.25%1.22%
Baron Global Advantage RetailBGAFX6.2218.0612.787none1.15
Polen Global Growth InvPGIRX1.212.5810.7642.00r1.35
American Beacon SGA Global Growth InvSGAPX-3.2810.079.494none1.19
Prudential Jennison Global Opportunities APRJAX-1.7712.719.4875.501.08
T. Rowe Price Global StockPRGSX-3.569.389.299.975.436none0.82
Morgan Stanley Institutional Global Franchise AMSFBX-2.388.059.0710.0735.251.19
WCM Focused Global Growth InvWFGGX-1.579.658.964none1.4
Artisan Global Opportunities Fund InvARTRX1.248.418.5711.594none1.15
Columbia Select Global Equity AIGLGX2.6110.928.568.523.1245.751.31
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

Global 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 Institutional Global Opportunity AMGGPX0.65%12.95%13%14.28%—%65.25%1.22%
Artisan Global Opportunities Fund InvARTRX1.248.418.5711.594none1.15
Guinness Atkinson Global Innovators FundIWIRX-2.625.616.2110.453.587none1.24
Artisan Global Equity InvARTHX-2.419.35.6910.133none1.38
Marsico GlobalMGLBX-2.4910.66.6310.127none1.41
Harbor Global Growth InvHGGIX-4.0611.016.6210.095none1.25
Morgan Stanley Institutional Global Franchise AMSFBX-2.388.059.0710.0735.251.19
T. Rowe Price Global StockPRGSX-3.569.389.299.975.436none0.82
GAMCO Global Growth AAAGICPX-1.479.66.889.192.3242.00r1.22
Virtus Global Opportunities ANWWOX-5.145.086.419.063.9835.751.37
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

Global 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
First Eagle Global ASGENX-11.96%-1.6%1.49%5.18%8.85%35.00%1.11%
Oakmark Global Fund InvOAKGX-25.02-6.86-3.163.377.7910none1.17
Kinetics Paradigm No Load WWNPX-27.511.892.317.227.65102.00r1.64
FPA ParamountFPRAX-9.872.63.596.87.436none1.29
Columbia Global Dividend Opportunity ACSVAX-13.56-1.97-0.163.486.7445.751.25
Vanguard Global Equity InvVHGEX-10.383.023.787.236.715none0.48
Loomis Sayles Global Equity and Income A+LGMAX-3.385.564.957.716.625.751.16
Polaris Global Value FundPGVFX-24.07-5.54-0.986.036.4581.00r0.99
American Funds Capital World Growth and Income ACWGIX-11.051.292.535.996.3645.750.77
American Funds Capital Income Builder ACAIBX-8.30.221.685.176.3225.750.6
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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