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 July 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 FocusCGMFX38.29%8.89%14.24%2.78%—%10none%1.2%
Biondo Focus InvBFONX36.614.4716.71102.00r2.59
Fidelity Growth Company**FDGRX28.7516.0518.3711.399.849none0.77
ICON Fund SICNZX28.487.510.932.399none1.12
Edgewood Growth RetailEGFFX28.3416.1319.8410.339none1.39
Homestead GrowthHNASX28.2714.0418.1510.828none0.95
Fidelity OTC PortfolioFOCPX27.9717.221.2412.349.5110none0.9
Matthew 25 FundMXXVX27.377.3613.639.810.18102.00r1.09
Parnassus EndeavorPARWX27.1415.1319.0513.067none0.95
RidgeWorth Aggressive Growth Stock ASAGAX26.759.2618.389.06105.751.5
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 July 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
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Fidelity OTC PortfolioFOCPX27.97%17.2%21.24%12.34%9.51%10none%0.9%
Edgewood Growth RetailEGFFX28.3416.1319.8410.339none1.39
Fidelity Growth Company**FDGRX28.7516.0518.3711.399.849none0.77
Polen Growth InvPOLRX18.415.9515.7962.00r1.25
USAA Nasdaq-100 IndexUSNQX25.1815.518.1812.169none0.53
Shelton Capital Nasdaq-100 Index DirectNASDX24.2715.4818.4612.619none0.49
DoubleLine Shiller Enhanced CAPE NDSENX2115.266none0.85
Parnassus EndeavorPARWX27.1415.1319.0513.067none0.95
Janus Forty TJACTX18.6915.116.168.949.918none0.96
Loomis Sayles Growth ALGRRX17.7615.0718.158.115.7375.750.92
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 July 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 PortfolioFOCPX27.97%17.2%21.24%12.34%9.51%10none%0.9%
Edgewood Growth RetailEGFFX28.3416.1319.8410.339none1.39
Vanguard Capital Opportunity InvVHCOX23.6613.2419.629.9112.928none0.45
Morgan Stanley Instl Growth Portfolio AMSEGX25.6714.5119.1610.987.97105.250.92
Parnassus EndeavorPARWX27.1415.1319.0513.067none0.95
Transamerica Capital Growth AIALAX25.9114.0918.959.6112.62105.501.22
Shelton Capital Nasdaq-100 Index DirectNASDX24.2715.4818.4612.619none0.49
RidgeWorth Aggressive Growth Stock ASAGAX26.759.2618.389.06105.751.5
Fidelity Growth Company**FDGRX28.7516.0518.3711.399.849none0.77
Vanguard Primecap InvVPMCX22.0412.6218.2810.1510.096none0.39
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 July 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 EndeavorPARWX27.14%15.13%19.05%13.06%—%7none%0.95%
Shelton Capital Nasdaq-100 Index DirectNASDX24.2715.4818.4612.619none0.49
Fidelity OTC PortfolioFOCPX27.9717.221.2412.349.5110none0.9
USAA Nasdaq-100 IndexUSNQX25.1815.518.1812.169none0.53
Monetta Young InvestorMYIFX18.19.9613.7911.465none1.22
Fidelity Growth Company**FDGRX28.7516.0518.3711.399.849none0.77
Reynolds Blue Chip GrowthRBCGX14.814.9410.3711.345.435none1.86
Rydex Nasdaq-100 HRYHOX23.814.3817.0711.257.779none1.54
AMG Yacktman Focused SYAFFX13.928.2811.54118.9842.00r1.23
Morgan Stanley Instl Growth Portfolio AMSEGX25.6714.5119.1610.987.97105.250.92
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 July 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 InvVHCOX23.66%13.24%19.62%9.91%12.92%8none%0.45%
Transamerica Capital Growth AIALAX25.9114.0918.959.6112.62105.501.22
Oakmark Select IOAKLX22.927.6715.988.5210.989none0.98
Calamos Growth ACVGRX14.088.0211.675.5110.7964.751.34
Matthew 25 FundMXXVX27.377.3613.639.810.18102.00r1.09
Fidelity New MillenniumFMILX16.997.8613.78.5910.185none0.57
Vanguard Primecap InvVPMCX22.0412.6218.2810.1510.096none0.39
Quaker Strategic Growth AQUAGX14.485.9812.293.6610.0365.502.24
Principal Capital Appreciation ACMNWX13.619.6214.127.9510.0255.500.84
Parnassus Core Equity InvPRBLX12.658.9813.979.619.984none0.87
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.