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 March 31, 2020

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
Baron Opportunity RetailBIOPX7.82%19.98%12.95%12.71%7.26%8none%1.34%
Virtus Mid-Cap Growth APHSKX5.4818.8813.2712.081.485.751.4
Riverbridge Growth Fund Investor ClassRIVRX1.8912.410.3351.00r1.21
Needham GrowthNEEGX1.193.382.647.565.787none1.98
DF Dent Premier GrowthDFDPX1.0714.7510.9312.646none1.07
Akre Focus RetailAKREX0.515.8312.2815.2131.00r1.32
Artisan Mid Cap Inv**ARTMX0.439.396.6311.637.647none1.19
DF Dent Midcap Growth FundDFDMX0.1913.569.9862.00r0.98
Huntington Situs Investment A HSUAX-0.447.94.288.1134.751.41
Baron Partners RetailBPTRX-1.569.757.8912.3410none2.22
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

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
Baron Opportunity RetailBIOPX7.82%19.98%12.95%12.71%7.26%8none%1.34%
Virtus Mid-Cap Growth APHSKX5.4818.8813.2712.081.485.751.4
Akre Focus RetailAKREX0.515.8312.2815.2131.00r1.32
Delaware Smid Cap Growth A**DFCIX-3.9614.829.3813.945.66105.751.12
DF Dent Premier GrowthDFDPX1.0714.7510.9312.646none1.07
Legg Mason ClearBridge Select ALCLAX-7.8213.9310.7185.751.47
DF Dent Midcap Growth FundDFDMX0.1913.569.9862.00r0.98
Riverbridge Growth Fund Investor ClassRIVRX1.8912.410.3351.00r1.21
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX-4.0512.269.3912.113.5375.251.05
Alger SMid Cap Growth AALMAX-13.0911.767.329.95105.251.31
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

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 APHSKX5.48%18.88%13.27%12.08%1.4%85.75%1.4%
Baron Opportunity RetailBIOPX7.8219.9812.9512.717.268none1.34
Akre Focus RetailAKREX0.515.8312.2815.2131.00r1.32
DF Dent Premier GrowthDFDPX1.0714.7510.9312.646none1.07
Legg Mason ClearBridge Select ALCLAX-7.8213.9310.7185.751.47
Riverbridge Growth Fund Investor ClassRIVRX1.8912.410.3351.00r1.21
DF Dent Midcap Growth FundDFDMX0.1913.569.9862.00r0.98
BlackRock Mid-Cap Growth Equity Portfolio Inv ABMGAX-4.0512.269.3912.113.5375.251.05
Delaware Smid Cap Growth A**DFCIX-3.9614.829.3813.945.66105.751.12
Value Line Mid Cap FocusedVLIFX-4.219.839.312.413.015none1.11
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

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
Akre Focus RetailAKREX0.5%15.83%12.28%15.21%—%31.00%r1.32%
Delaware Smid Cap Growth A**DFCIX-3.9614.829.3813.945.66105.751.12
Primecap Odyssey Aggressive GrowthPOAGX-16.273.025.612.8610none0.63
Eventide Gilead NETGLX-15.078.975.712.829none1.39
Baron Opportunity RetailBIOPX7.8219.9812.9512.717.268none1.34
DF Dent Premier GrowthDFDPX1.0714.7510.9312.646none1.07
Value Line Mid Cap FocusedVLIFX-4.219.839.312.413.015none1.11
Baron Partners RetailBPTRX-1.569.757.8912.3410none2.22
Dreyfus/Boston Co Small/Mid Cap Growth ADBMAX-4.9910.958.2712.25.6395.750.98
AllianceBernstein Discovery Growth ACHCLX-10.298.276.3212.135.5394.250.95
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

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
Neuberger Berman Genesis InvNBGNX-11.11%2.32%4.6%9.03%9.89%7none%1.01%
Hennessy Focus InvHFCSX-17.43-1.311.028.889.779none1.47
Fidelity Low-Priced StockFLPSX-18.1-2.260.697.239.327none0.51
CRM Mid Cap Value Investor**CRMMX-20.37-0.982.177.18.977none1.14
Royce Premier Service**RPFFX-16.72-0.112.686.738.7791.00r1.46
Putnam Multi-Cap Value APMVAX-6.892.83.119.038.6965.751.09
JPMorgan Mid Cap Value AJAMCX-25.09-6.33-1.87.058.6495.251.23
Wells Fargo C&B Mid Cap Value ACBMAX-22.71-50.467.268.62105.751.25
Wells Fargo Discovery AWFDAX-7.167.646.3311.628.5895.751.2
John Hancock Disciplined Value Mid Cap AJVMAX-20.06-5.11-0.038.238.5885.001.1
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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