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

Midsize-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 April 30, 2019

Midsize-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
Akre Focus RetailAKREX26.45%21.9%16.04%—%—%51.00%r1.32%
Value Line Mid Cap FocusedVLIFX26.0318.1413.2715.964.425none1.18
Eventide Gilead NETGLX24.7522.2313.9118.4810none1.39
Virtus Mid-Cap Growth APHSKX24.6124.5116.6915.744.8595.751.4
Alger SMid Cap Growth AALMAX24.5123.9213.8515.85105.251.33
Delaware Smid Cap Growth A**DFCIX23.6118.4415.1218.59.55105.751.17
Value Line Premier GrowthVALSX23.616.9511.5715.69.166none1.2
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX23.4823.7416.5217.388.3185.251.19
Harbor Mid Cap Growth Fund InvHIMGX22.921.3613.0315.7610none1.24
FAM Equity-Income InvestorFAMEX22.316.412.2414.659.096none1.23
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

Midsize-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
Legg Mason ClearBridge Select ALCLAX21.58%27.22%17.88%—%—%85.75%1.49%
Baron Opportunity RetailBIOPX21.8424.9515.116.429none1.37
Virtus Mid-Cap Growth APHSKX24.6124.5116.6915.744.8595.751.4
Alger SMid Cap Growth AALMAX24.5123.9213.8515.85105.251.33
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX23.4823.7416.5217.388.3185.251.19
Conestoga SMid Cap InvCCSMX18.5123.3613.059none1.1
Eventide Gilead NETGLX24.7522.2313.9118.4810none1.39
Akre Focus RetailAKREX26.4521.916.0451.00r1.32
Dreyfus/Boston Co Small/Mid Cap Growth ADBMAX19.7121.413.3116.619.76105.751
Harbor Mid Cap Growth Fund InvHIMGX22.921.3613.0315.7610none1.24
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

Midsize-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
Legg Mason ClearBridge Select ALCLAX21.58%27.22%17.88%—%—%85.75%1.49%
Virtus Mid-Cap Growth APHSKX24.6124.5116.6915.744.8595.751.4
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX23.4823.7416.5217.388.3185.251.19
Akre Focus RetailAKREX26.4521.916.0451.00r1.32
Delaware Smid Cap Growth A**DFCIX23.6118.4415.1218.59.55105.751.17
Baron Opportunity RetailBIOPX21.8424.9515.116.429none1.37
Janus Henderson Enterprise TJAENX18.5518.5414.8217.277.317none0.91
Primecap Odyssey Aggressive GrowthPOAGX2.9519.414.7820.3210none0.63
Federated Kaufmann AKAUAX16.0721.0914.4515.6711.0185.501.95
DF Dent Premier GrowthDFDPX21.8520.7214.1716.467none1.09
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

Midsize-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
Primecap Odyssey Aggressive GrowthPOAGX2.95%19.4%14.78%20.32%—%10none%0.63%
Delaware Smid Cap Growth A**DFCIX23.6118.4415.1218.59.55105.751.17
Eventide Gilead NETGLX24.7522.2313.9118.4810none1.39
AllianceBernstein Discovery Growth ACHCLX15.1920.6112.6717.947.15104.250.95
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX23.4823.7416.5217.388.3185.251.19
Principal MidCap APEMGX19.216.6312.8717.3775.500.96
Janus Henderson Enterprise TJAENX18.5518.5414.8217.277.317none0.91
T. Rowe Price Mid-Cap Growth**RPMGX14.8816.1913.3317.2510.816none0.75
MFS Middle Capital Growth AOTCAX20.4418.613.7816.956.3175.751.16
Wells Fargo Discovery AWFDAX16.7618.911.9916.9310.4595.751.2
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 April 30, 2019

Midsize-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
Hennessy Focus InvHFCSX10.21%10.35%9.95%14.24%12.1%6none%1.47%
Neuberger Berman Genesis InvNBGNX13.9715.1110.1914.3211.858none1.02
Pioneer Select Mid Cap Growth APGOFX15.5117.4611.8215.6111.7695.751.02
CRM Mid Cap Value Investor**CRMMX8.6313.049.3412.9911.417none1.11
Meridian Contrarian LegacyMVALX6.316.210.714.0111.4182.00r1.12
Touchstone Mid Cap Growth ATEGAX16.5717.1712.3115.2311.3575.001.29
Hartford Midcap AHFMCX11.4716.211.6115.3111.3585.501.1
Artisan Mid Cap Inv**ARTMX17.4315.0410.4715.6111.329none1.18
JPMorgan Mid Cap Value AJAMCX6.639.047.9214.3311.1365.251.23
Hotchkis & Wiley Mid-Cap Value AHWMAX-5.636.533.3214.8411.09105.251.24
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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