Top-Performing Mutual Funds by Category
Tool

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 April 30, 2019

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
Polen Global Growth InvPGIRX19.66%18.05%—%—%—%62.00%r1.23%
Harbor Global Growth InvHGGIX18.2716.6410.7815.257none1.27
Morgan Stanley Institutional Global Franchise AMSFBX17.7613.8710.5714.3745.251.23
Baron Global Advantage RetailBGAFX17.224.9314.899none1.15
Morgan Stanley Institutional Global Quality AMGQAX16.8413.129.1745.251.28
Kinetics Paradigm No Load WWNPX14.9921.7911.0614.89102.00r1.64
WCM Focused Global Growth InvWFGGX14.5915.261261.00r1.4
Loomis Sayles Global Growth ALSAGX14.4316.4275.751.27
Dreyfus Global Stock ADGLAX14.2913.849.2211.6945.751.2
Motley Fool IndependenceFOOLX14.2517.3710.938none1.06
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 April 30, 2019

Global 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
Baron Global Advantage RetailBGAFX17.2%24.93%14.89%—%—%9none%1.15%
Kinetics Paradigm No Load WWNPX14.9921.7911.0614.89102.00r1.64
Morgan Stanley Institutional Global Opportunity AMGGPX9.0321.5318.4420.1395.251.26
Prudential Jennison Global Opportunities APRJAX11.7220.2513.6995.501.14
Morgan Stanley Instl Fund Global Advantage AMIGPX12.0520.1312.0785.251.41
T. Rowe Price Global StockPRGSX12.7518.7813.5514.717.048none0.82
Polen Global Growth InvPGIRX19.6618.0562.00r1.23
Motley Fool IndependenceFOOLX14.2517.3710.938none1.06
Marsico GlobalMGLBX7.3616.9610.8515.349none1.48
Harbor Global Growth InvHGGIX18.2716.6410.7815.257none1.27
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.

Data through April 30, 2019

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 AMGGPX9.03%21.53%18.44%20.13%—%95.25%1.26%
Baron Global Advantage RetailBGAFX17.224.9314.899none1.15
Prudential Jennison Global Opportunities APRJAX11.7220.2513.6995.501.14
T. Rowe Price Global StockPRGSX12.7518.7813.5514.717.048none0.82
American Beacon SGA Global Growth InvSGAPX12.5516.5713.016none1.36
Morgan Stanley Instl Fund Global Advantage AMIGPX12.0520.1312.0785.251.41
WCM Focused Global Growth InvWFGGX14.5915.261261.00r1.4
Artisan Global Opportunities Fund InvARTRX5.9314.8511.2815.477none1.15
Kinetics Paradigm No Load WWNPX14.9921.7911.0614.89102.00r1.64
Motley Fool IndependenceFOOLX14.2517.3710.938none1.06
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 April 30, 2019

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 AMGGPX9.03%21.53%18.44%20.13%—%95.25%1.26%
Guinness Atkinson Global Innovators FundIWIRX4.7516.410.2815.546.368none1.25
Artisan Global Opportunities Fund InvARTRX5.9314.8511.2815.477none1.15
Marsico GlobalMGLBX7.3616.9610.8515.349none1.48
Harbor Global Growth InvHGGIX18.2716.6410.7815.257none1.27
Kinetics Paradigm No Load WWNPX14.9921.7911.0614.89102.00r1.64
T. Rowe Price Global StockPRGSX12.7518.7813.5514.717.048none0.82
Oppenheimer Global Value AGLVAX9.113.556.8414.7195.751.27
Morgan Stanley Institutional Global Franchise AMSFBX17.7613.8710.5714.3745.251.23
Virtus Global Opportunities ANWWOX10.7713.049.8613.825.245.751.4
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 April 30, 2019

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
BlackRock Global SmallCap Inv AMDGCX3.02%11.42%4.83%11.02%10.39%65.25%1.16%
First Eagle Global ASGENX3.276.385.049.5210.3725.001.11
Loomis Sayles Global Equity and Income A+LGMAX8.0711.27.7712.099.6235.751.16
Oppenheimer Global AOPPAX4.6814.728.7412.968.4475.751.1
Franklin Templeton Mutual Global Discovery ATEDIX1.888.054.448.78.3545.501.22
Polaris Global Value FundPGVFX1.9510.16.4213.78.2751.00r0.99
Waddell & Reed Advisor Asset Strategy AIWGAX2.546.020.846.018.2425.750.41
Ivy Asset Strategy AWASAX5.147.721.476.48.2335.751.13
American Funds Capital World Growth and Income ACWGIX1.6910.516.3310.798.2145.750.75
American Funds New Perspective AANWPX8.1914.029.6913.098.1455.750.74
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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