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 May 31, 2017

Large-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
Fidelity OTC PortfolioFOCPX31.63%16.98%20.99%12.37%10.03%10none%0.9%
Morgan Stanley Instl Growth Portfolio AMSEGX30.3514.8518.7110.238.4895.250.92
Morgan Stanley Multi Cap Growth ACPOAX30.313.2817.139.799.43105.251.23
Transamerica Capital Growth AIALAX30.0314.3818.528.76105.501.22
CGM FocusCGMFX29.996.2912.563.1910none1.2
Biondo Focus InvBFONX29.684.4314.43102.00r2.59
USAA Nasdaq-100 IndexUSNQX28.916.4818.8911.999none0.53
Franklin Templeton DynaTech AFKDNX28.6214.3416.7110.268.7585.750.9
Fidelity Growth Company**FDGRX28.5914.4917.9710.8410.249none0.77
RidgeWorth Aggressive Growth Stock ASAGAX28.49.8716.838.63105.751.49
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 May 31, 2017

Large-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
Fidelity OTC PortfolioFOCPX31.63%16.98%20.99%12.37%10.03%10none%0.9%
USAA Nasdaq-100 IndexUSNQX28.916.4818.8911.999none0.53
Shelton Capital Nasdaq-100 Index DirectNASDX27.6116.3819.1212.418none0.49
Rydex Nasdaq-100 HRYHOX27.515.3617.7911.148.499none1.51
DoubleLine Shiller Enhanced CAPE NDSENX28.0715.126none0.88
Edgewood Growth RetailEGFFX26.8115.0718.769.728none1.39
Morgan Stanley Instl Growth Portfolio AMSEGX30.3514.8518.7110.238.4895.250.92
ProFunds NASDAQ-100 InvestorOTPIX26.9914.7417.110.599none1.54
Fidelity Nasdaq Composite IndexFNCMX26.514.7118.2910.18none0.29
Fidelity Growth Company**FDGRX28.5914.4917.9710.8410.249none0.77
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 May 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 PortfolioFOCPX31.63%16.98%20.99%12.37%10.03%10none%0.9%
Vanguard Capital Opportunity InvVHCOX26.5213.1120.469.6913.338none0.45
Vanguard Primecap InvVPMCX24.312.4219.139.7310.726none0.39
Shelton Capital Nasdaq-100 Index DirectNASDX27.6116.3819.1212.418none0.49
Parnassus EndeavorPARWX24.7114.3619.0912.146none0.95
USAA Nasdaq-100 IndexUSNQX28.916.4818.8911.999none0.53
Edgewood Growth RetailEGFFX26.8115.0718.769.728none1.39
Morgan Stanley Instl Growth Portfolio AMSEGX30.3514.8518.7110.238.4895.250.92
Primecap Odyssey GrowthPOGRX26.7313.2518.629.429none0.65
Transamerica Capital Growth AIALAX30.0314.3818.528.76105.501.22
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 May 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
Shelton Capital Nasdaq-100 Index DirectNASDX27.61%16.38%19.12%12.41%—%8none%0.49%
Fidelity OTC PortfolioFOCPX31.6316.9820.9912.3710.0310none0.9
Parnassus EndeavorPARWX24.7114.3619.0912.146none0.95
USAA Nasdaq-100 IndexUSNQX28.916.4818.8911.999none0.53
Reynolds Blue Chip GrowthRBCGX16.364.8810.5911.236.025none1.86
Rydex Nasdaq-100 HRYHOX27.515.3617.7911.148.499none1.51
Fidelity Growth Company**FDGRX28.5914.4917.9710.8410.249none0.77
ProFunds NASDAQ-100 InvestorOTPIX26.9914.7417.110.599none1.54
Monetta Young InvestorMYIFX18.799.1414.110.565none1.22
AllianceBernstein Large Cap Growth AAPGAX20.9613.8218.1210.517.1254.251.16
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 May 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 InvVHCOX26.52%13.11%20.46%9.69%13.33%8none%0.45%
Calamos Growth ACVGRX13.577.3211.655.1211.5664.751.34
Oakmark Select IOAKLX19.736.8615.867.0111.548none0.98
Fidelity New MillenniumFMILX16.776.7913.968.0410.886none0.57
Quaker Strategic Growth AQUAGX13.665.7312.083.3410.8665.502.24
Vanguard Primecap InvVPMCX24.312.4219.139.7310.726none0.39
Principal Capital Appreciation ACMNWX15.418.9714.427.3510.5155.500.84
LeggMason ClearBridge Aggressive Growth ASHRAX14.884.9214.96.9510.485.751.14
Janus Forty TJACTX18.4713.9916.358.7410.397none0.96
Amana GrowthAMAGX18.3810.4612.847.510.36none1.09
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.