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 August 31, 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
CGM FocusCGMFX39.07%7.56%14.05%2.31%—%10none%1.2%
Biondo Focus InvBFONX35.692.6416.44102.00r2.59
Homestead GrowthHNASX31.0713.5617.7710.718none0.95
Fidelity Growth Company**FDGRX30.9314.6617.7511.3810.159none0.77
Fidelity OTC PortfolioFOCPX30.3215.6220.3212.389.7310none0.9
Edgewood Growth RetailEGFFX28.6214.491910.328none1.39
Transamerica Capital Growth AIALAX28.4313.1119.329.8212.93105.501.22
Morgan Stanley Instl Growth Portfolio AMSEGX28.1913.4919.5510.928.3695.250.92
SunAmerica Focused Alpha Large-Cap ASFLAX28.110.5815.639.255.751.67
T. Rowe Price Growth StockPRGFX2813.1316.89.688.978none0.68
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 August 31, 2017

Large-Company Stock Funds - 3 years

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
Fidelity OTC PortfolioFOCPX30.32%15.62%20.32%12.38%9.73%10none%0.9%
Polen Growth InvPOLRX18.4514.714.6262.00r1.25
Fidelity Growth Company**FDGRX30.9314.6617.7511.3810.159none0.77
Edgewood Growth RetailEGFFX28.6214.491910.328none1.39
USAA Nasdaq-100 IndexUSNQX26.3414.3817.4912.059none0.53
Value Line Larger CompaniesVALLX25.6514.3316.977.746.99none1.13
Loomis Sayles Growth ALGRRX18.7914.2817.88.185.9575.750.92
Shelton Capital Nasdaq-100 Index DirectNASDX25.2914.2317.7412.489none0.49
Parnassus EndeavorPARWX20.7414.0917.9112.687none0.95
DoubleLine Shiller Enhanced CAPE NDSENX20.7314.096none0.85
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 August 31, 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 PortfolioFOCPX30.32%15.62%20.32%12.38%9.73%10none%0.9%
Morgan Stanley Instl Growth Portfolio AMSEGX28.1913.4919.5510.928.3695.250.92
Transamerica Capital Growth AIALAX28.4313.1119.329.8212.93105.501.22
Vanguard Capital Opportunity InvVHCOX24.611.9719.269.7713.178none0.45
Edgewood Growth RetailEGFFX28.6214.491910.328none1.39
Morgan Stanley Multi Cap Growth ACPOAX27.5311.6618.0210.569.01105.251.23
Catalyst Dynamic Alpha ICPEIX19.0912.2117.988none1.1
Vanguard Primecap InvVPMCX21.3711.4717.9310.1310.26none0.39
Parnassus EndeavorPARWX20.7414.0917.9112.687none0.95
Loomis Sayles Growth ALGRRX18.7914.2817.88.185.9575.750.92
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 August 31, 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 EndeavorPARWX20.74%14.09%17.91%12.68%—%7none%0.95%
Shelton Capital Nasdaq-100 Index DirectNASDX25.2914.2317.7412.489none0.49
Fidelity OTC PortfolioFOCPX30.3215.6220.3212.389.7310none0.9
USAA Nasdaq-100 IndexUSNQX26.3414.3817.4912.059none0.53
Reynolds Blue Chip GrowthRBCGX16.833.949.8111.435.855none1.86
Fidelity Growth Company**FDGRX30.9314.6617.7511.3810.159none0.77
Monetta Young InvestorMYIFX18.558.713.3911.345none1.22
Rydex Nasdaq-100 HRYHOX24.9513.2616.3611.138.049none1.54
AllianceBernstein Large Cap Growth AAPGAX20.4213.2116.7210.946.854.251.16
Morgan Stanley Instl Growth Portfolio AMSEGX28.1913.4919.5510.928.3695.250.92
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 August 31, 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 InvVHCOX24.6%11.97%19.26%9.77%13.17%8none%0.45%
Transamerica Capital Growth AIALAX28.4313.1119.329.8212.93105.501.22
Oakmark Select IOAKLX16.715.8514.568.2810.989none0.98
Calamos Growth ACVGRX16.586.5411.075.3210.6564.751.34
Matthew 25 FundMXXVX27.746.2612.789.4110.36102.00r1.09
Vanguard Primecap InvVPMCX21.3711.4717.9310.1310.26none0.39
Fidelity New MillenniumFMILX14.356.5613.068.410.166none0.57
Fidelity Growth Company**FDGRX30.9314.6617.7511.3810.159none0.77
Quaker Strategic Growth AQUAGX15.024.7912.043.7210.1465.502.24
Principal Capital Appreciation ACMNWX13.928.3813.77.7810.155.500.84
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.