Tool

Top-Performing Mutual Funds by Category

Large-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, 2017

Large-Company 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
Biondo Focus InvBFONX45.87%3.75%14.48%—%—%102.00%r2.59%
Fidelity OTC PortfolioFOCPX36.4615.5220.2512.299.9210none0.9
CGM FocusCGMFX35.65.1512.332.7410none1.2
RidgeWorth Aggressive Growth Stock ASAGAX35.368.0316.768.88105.751.5
Vanguard Capital Opportunity InvVHCOX33.8112.3719.829.713.258none0.45
ICON Fund SICNZX33.785.6210.771.989none1.12
Edgewood Growth RetailEGFFX32.7413.9518.689.938none1.39
Fidelity Growth Company**FDGRX32.5713.4817.5210.9410.079none0.77
Invesco Value Opportunities AVVOAX31.914.3911.373.31105.501.25
Primecap Odyssey GrowthPOGRX31.2811.9817.229.539none0.65
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, 2017

Large-Company Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Fidelity OTC PortfolioFOCPX36.46%15.52%20.25%12.29%9.92%10none%0.9%
Parnassus EndeavorPARWX31.0214.519.0812.587none0.95
USAA Nasdaq-100 IndexUSNQX28.714.3817.4611.699none0.53
Shelton Capital Nasdaq-100 Index DirectNASDX27.7114.317.7512.129none0.49
Polen Growth InvPOLRX20.3314.0914.3552.00r1.25
Edgewood Growth RetailEGFFX32.7413.9518.689.938none1.39
DoubleLine Shiller Enhanced CAPE NDSENX24.9213.856none0.85
Janus Forty TJACTX21.8213.5315.738.810.228none0.96
Fidelity Growth Company**FDGRX32.5713.4817.5210.9410.079none0.77
Rydex Nasdaq-100 HRYHOX27.3613.2716.3610.818.379none1.54
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, 2017

Large-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
Fidelity OTC PortfolioFOCPX36.46%15.52%20.25%12.29%9.92%10none%0.9%
Vanguard Capital Opportunity InvVHCOX33.8112.3719.829.713.258none0.45
Parnassus EndeavorPARWX31.0214.519.0812.587none0.95
Edgewood Growth RetailEGFFX32.7413.9518.689.938none1.39
Vanguard Primecap InvVPMCX28.8911.9818.479.8710.666none0.39
Morgan Stanley Instl Growth Portfolio AMSEGX30.1112.8917.8510.378.295.250.92
Vanguard Primecap Core Inv**VPCCX27.411.6117.859.636none0.46
Shelton Capital Nasdaq-100 Index DirectNASDX27.7114.317.7512.129none0.49
Catalyst Dynamic Alpha ICPEIX19.0212.6717.668none1.1
Transamerica Capital Growth AIALAX29.8412.4817.648.81105.501.22
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 June 30, 2017

Large-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
Parnassus EndeavorPARWX31.02%14.5%19.08%12.58%—%7none%0.95%
Fidelity OTC PortfolioFOCPX36.4615.5220.2512.299.9210none0.9
Shelton Capital Nasdaq-100 Index DirectNASDX27.7114.317.7512.129none0.49
USAA Nasdaq-100 IndexUSNQX28.714.3817.4611.699none0.53
Reynolds Blue Chip GrowthRBCGX16.63.049.7511.055.745none1.86
Fidelity Growth Company**FDGRX32.5713.4817.5210.9410.079none0.77
Monetta Young InvestorMYIFX19.698.5913.3710.855none1.22
Rydex Nasdaq-100 HRYHOX27.3613.2716.3610.818.379none1.54
AllianceBernstein Large Cap Growth AAPGAX22.0813.0417.4610.616.9254.251.16
AMG Yacktman Focused SYAFFX14.026.8411.0110.399.0742.00r1.23
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 June 30, 2017

Large-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
Vanguard Capital Opportunity InvVHCOX33.81%12.37%19.82%9.7%13.25%8none%0.45%
Oakmark Select IOAKLX24.786.615.387.4411.238none0.98
Calamos Growth ACVGRX17.196.6311.25.2211.2264.751.34
Fidelity New MillenniumFMILX19.465.9913.148.1110.756none0.57
Vanguard Primecap InvVPMCX28.8911.9818.479.8710.666none0.39
Quaker Strategic Growth AQUAGX17.014.8211.553.3610.5165.502.24
LeggMason ClearBridge Aggressive Growth ASHRAX17.353.6713.997.1410.2885.751.14
Principal Capital Appreciation ACMNWX15.368.1913.557.5510.2755.500.84
Amana GrowthAMAGX189.4912.147.4710.266none1.09
Janus Forty TJACTX21.8213.5315.738.810.228none0.96
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.