Top-Performing Mutual Funds by Category
Tool

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 June 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
Value Line Mid Cap FocusedVLIFX26.38%18.25%13.66%16.24%4.5%5none%1.18%
Value Line Premier GrowthVALSX23.117.6611.8115.448.955none1.2
Akre Focus RetailAKREX22.8322.1715.2441.00r1.32
DF Dent Premier GrowthDFDPX21.1422.2314.1216.567none1.09
DF Dent Midcap Growth FundDFDMX20.2720.3913.3572.00r1.01
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX20.12415.5117.138.1985.251.19
FAM Equity-Income InvestorFAMEX19.6415.8711.4214.48.756none1.23
Virtus Mid-Cap Growth APHSKX19.4825.1916.5315.64.6795.751.4
Brown Capital Management Mid Company InvBCMSX19.4616.676.9312.39none1.15
Artisan Mid Cap Inv**ARTMX19.4516.2710.1315.711.18none1.18
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

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 ALCLAX11.16%27.22%15.94%—%—%85.75%1.49%
Virtus Mid-Cap Growth APHSKX19.4825.1916.5315.64.6795.751.4
Baron Opportunity RetailBIOPX15.842513.2715.879none1.37
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX20.12415.5117.138.1985.251.19
Eventide Gilead NETGLX16.4323.4712.5117.59none1.39
Alger SMid Cap Growth AALMAX12.2623.312.7515.21105.251.33
Conestoga SMid Cap InvCCSMX11.4122.3112.79none1.1
DF Dent Premier GrowthDFDPX21.1422.2314.1216.567none1.09
Akre Focus RetailAKREX22.8322.1715.2441.00r1.32
Tocqueville OpportunityTOPPX12.4821.812.2715.569.910none1.26
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

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
Virtus Mid-Cap Growth APHSKX19.48%25.19%16.53%15.6%4.67%95.75%1.4%
Legg Mason ClearBridge Select ALCLAX11.1627.2215.9485.751.49
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX20.12415.5117.138.1985.251.19
Akre Focus RetailAKREX22.8322.1715.2441.00r1.32
Delaware Smid Cap Growth A**DFCIX11.8918.8614.3218.169.29105.751.12
Janus Henderson Enterprise TJAENX16.6318.7314.2417.147.256none0.91
DF Dent Premier GrowthDFDPX21.1422.2314.1216.567none1.09
Federated Kaufmann AKAUAX14.5820.6313.7614.9210.7185.501.95
MFS Middle Capital Growth AOTCAX17.2419.2713.7416.745.8675.751.16
Value Line Mid Cap FocusedVLIFX26.3818.2513.6616.244.55none1.18
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

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 GrowthPOAGX0.21%19.03%12.71%19.58%—%10none%0.63%
Delaware Smid Cap Growth A**DFCIX11.8918.8614.3218.169.29105.751.12
Eventide Gilead NETGLX16.4323.4712.5117.59none1.39
AllianceBernstein Discovery Growth ACHCLX7.0620.5511.1817.366.81104.250.95
Wells Fargo Discovery AWFDAX17.4520.311.917.1710.795.751.2
Janus Henderson Enterprise TJAENX16.6318.7314.2417.147.256none0.91
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX20.12415.5117.138.1985.251.19
Principal MidCap APEMGX17.816.9312.2417.0765.500.96
T. Rowe Price Mid-Cap Growth**RPMGX15.9316.7512.8816.9810.546none0.75
Baron Partners RetailBPTRX6.5418.7710.416.8210none2.03
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

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 InvHFCSX9.75%11.63%9.37%14.41%12.01%5none%1.47%
Pioneer Select Mid Cap Growth APGOFX10.9316.7110.4714.9211.4695.751.02
Neuberger Berman Genesis InvNBGNX9.3313.859.1713.7111.468none1.02
CRM Mid Cap Value Investor**CRMMX3.3912.198.6512.4811.287none1.11
Artisan Mid Cap Inv**ARTMX19.4516.2710.1315.711.18none1.18
Hartford Midcap AHFMCX8.2115.9910.1915.1310.9785.501.1
Touchstone Mid Cap Growth ATEGAX13.7417.5511.3414.6110.7575.001.27
Goldman Sachs Growth Opportunities AGGOAX15.1514.548.913.9210.7365.501.3
Federated Kaufmann AKAUAX14.5820.6313.7614.9210.7185.501.95
Wells Fargo Discovery AWFDAX17.4520.311.917.1710.795.751.2
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.
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