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 June 30, 2019

Global 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
WCM Focused Global Growth InvWFGGX17.4%15.84%12.34%—%—%6none%1.4%
Harbor Global Growth InvHGGIX16.417.779.9114.476none1.27
Morgan Stanley Institutional Global Franchise AMSFBX15.0113.7710.5913.8835.251.23
Baron Global Advantage RetailBGAFX14.7925.8713.259none1.15
Columbia Select Global Equity AIGLGX14.4815.499.5211.524.665.751.34
Artisan Global Discovery InvAPFDX14.2110none1.5
American Beacon SGA Global Growth InvSGAPX14.0816.6812.66none1.36
Motley Fool IndependenceFOOLX13.8217.589.8213.258none1.06
Polen Global Growth InvPGIRX13.6918.6662.00r1.23
Morgan Stanley Institutional Global Quality AMGQAX13.5813.339.1245.251.28
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

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 RetailBGAFX14.79%25.87%13.25%—%—%9none%1.15%
Morgan Stanley Institutional Global Opportunity AMGGPX5.222216.5218.8685.251.26
Kinetics Paradigm No Load WWNPX7.5321.6910.3613.6892.00r1.64
Prudential Jennison Global Opportunities APRJAX7.1720.7613.1795.501.14
Morgan Stanley Instl Fund Global Advantage AMIGPX11.1420.5711.8375.251.41
Polen Global Growth InvPGIRX13.6918.6662.00r1.23
T. Rowe Price Global StockPRGSX7.4318.411.9813.376.928none0.82
Harbor Global Growth InvHGGIX16.417.779.9114.476none1.27
Motley Fool IndependenceFOOLX13.8217.589.8213.258none1.06
Marsico GlobalMGLBX3.0417.339.5914.329none1.48
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

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 AMGGPX5.22%22%16.52%18.86%—%85.25%1.26%
Baron Global Advantage RetailBGAFX14.7925.8713.259none1.15
Prudential Jennison Global Opportunities APRJAX7.1720.7613.1795.501.14
American Beacon SGA Global Growth InvSGAPX14.0816.6812.66none1.36
WCM Focused Global Growth InvWFGGX17.415.8412.346none1.4
T. Rowe Price Global StockPRGSX7.4318.411.9813.376.928none0.82
Morgan Stanley Instl Fund Global Advantage AMIGPX11.1420.5711.8375.251.41
Morgan Stanley Institutional Global Franchise AMSFBX15.0113.7710.5913.8835.251.23
Kinetics Paradigm No Load WWNPX7.5321.6910.3613.6892.00r1.64
Artisan Global Opportunities Fund InvARTRX8.0615.2810.2914.947none1.15
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

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 AMGGPX5.22%22%16.52%18.86%—%85.25%1.26%
Artisan Global Opportunities Fund InvARTRX8.0615.2810.2914.947none1.15
Guinness Atkinson Global Innovators FundIWIRX0.615.088.0314.496.079none1.25
Harbor Global Growth InvHGGIX16.417.779.9114.476none1.27
Marsico GlobalMGLBX3.0417.339.5914.329none1.48
Morgan Stanley Institutional Global Franchise AMSFBX15.0113.7710.5913.8835.251.23
Kinetics Paradigm No Load WWNPX7.5321.6910.3613.6892.00r1.64
T. Rowe Price Global StockPRGSX7.4318.411.9813.376.928none0.82
Oppenheimer Global Value AGLVAX3.2513.655.5813.3385.501.27
Motley Fool IndependenceFOOLX13.8217.589.8213.258none1.06
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 June 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
First Eagle Global ASGENX5.56%7%4.65%9.06%10.36%35.00%1.11%
BlackRock Global SmallCap Inv AMDGCX3.7711.483.6510.2410.0465.251.16
Loomis Sayles Global Equity and Income A+LGMAX8.7111.987.311.39.5835.751.16
Ivy Asset Strategy AWASAX7.258.411.266.388.2135.751.16
Oppenheimer Global AOPPAX3.3315.987.7711.818.1685.501.1
American Funds Capital World Growth and Income ACWGIX3.1310.615.699.868.1545.750.75
Franklin Templeton Mutual Global Discovery ATEDIX3.867.953.748.168.1445.501.22
Waddell & Reed Advisor Asset Strategy AIWGAX3.525.930.315.88.1225.750.41
Polaris Global Value FundPGVFX0.6711.215.7312.318.0651.00r0.99
American Funds New Perspective AANWPX7.0614.329.0812.287.9855.750.74
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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