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 March 31, 2018

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
Morgan Stanley Multi Cap Growth ACPOAX38.36%16.59%19.42%12.79%8.8%105.25%1.23%
Transamerica Capital Growth AIALAX35.6317.0820.3812.5212.07105.501.23
Morgan Stanley Instl Growth Portfolio AMSEGX35.4517.3620.61137.85105.250.88
Sparrow Growth ASGFFX35.247.8711.255.6495.752.65
Prudential Jennison Select Growth ASPFAX33.0614.9217.1612.15105.501.24
Franklin Templeton DynaTech AFKDNX31.3615.7817.6612.679.0395.750.91
Baron Fifth Avenue Growth RetailBFTHX31.1314.4217.0410.3310none1.1
Primecap Odyssey GrowthPOGRX30.7716.6317.6413.279none0.66
T. Rowe Price Blue Chip GrowthTRBCX30.7215.218.312.587.919none0.7
Homestead GrowthHNASX30.5515.4318.4113.429none0.93
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, 2018

Large-Company Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Morgan Stanley Instl Growth Portfolio AMSEGX35.45%17.36%20.61%13%7.85%105.25%0.88%
Edgewood Growth RetailEGFFX26.2217.1918.411.549none1.4
Transamerica Capital Growth AIALAX35.6317.0820.3812.5212.07105.501.23
Primecap Odyssey GrowthPOGRX30.7716.6317.6413.279none0.66
Morgan Stanley Multi Cap Growth ACPOAX38.3616.5919.4212.798.8105.251.23
Fidelity Growth Company**FDGRX30.516.219.0113.4110.169none0.85
Fidelity OTC PortfolioFOCPX26.3515.9321.0714.699.610none0.81
Franklin Templeton DynaTech AFKDNX31.3615.7817.6612.679.0395.750.91
USAA Nasdaq-100 IndexUSNQX21.7215.6819.2914.419none0.51
Homestead GrowthHNASX30.5515.4318.4113.429none0.93
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, 2018

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 PortfolioFOCPX26.35%15.93%21.07%14.69%9.6%10none%0.81%
Morgan Stanley Instl Growth Portfolio AMSEGX35.4517.3620.61137.85105.250.88
Transamerica Capital Growth AIALAX35.6317.0820.3812.5212.07105.501.23
Morgan Stanley Multi Cap Growth ACPOAX38.3616.5919.4212.798.8105.251.23
USAA Nasdaq-100 IndexUSNQX21.7215.6819.2914.419none0.51
Shelton Capital Nasdaq-100 Index DirectNASDX20.7115.1519.1214.749none0.49
Fidelity Growth Company**FDGRX30.516.219.0113.4110.169none0.85
Homestead GrowthHNASX30.5515.4318.4113.429none0.93
Edgewood Growth RetailEGFFX26.2217.1918.411.549none1.4
T. Rowe Price Blue Chip GrowthTRBCX30.7215.218.312.587.919none0.7
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, 2018

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 DirectNASDX20.71%15.15%19.12%14.74%—%9none%0.49%
Fidelity OTC PortfolioFOCPX26.3515.9321.0714.699.610none0.81
USAA Nasdaq-100 IndexUSNQX21.7215.6819.2914.419none0.51
Parnassus EndeavorPARWX12.2212.4816.0214.128none0.92
Rydex Nasdaq-100 HRYHOX20.4914.5618.1313.467.859none1.54
Homestead GrowthHNASX30.5515.4318.4113.429none0.93
Fidelity Growth Company**FDGRX30.516.219.0113.4110.169none0.85
Primecap Odyssey GrowthPOGRX30.7716.6317.6413.279none0.66
Monetta Young InvestorMYIFX15.2810.2812.7213.225none1.16
Fidelity Nasdaq Composite IndexFNCMX20.2514.0317.8313.038none0.29
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, 2018

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 InvVHCOX21.12%12.64%16.81%11.9%13.58%8none%0.44%
Transamerica Capital Growth AIALAX35.6317.0820.3812.5212.07105.501.23
CGM FocusCGMFX12.947.279.050.7311.4610none1.16
Calamos Growth ACVGRX18.67.6112.247.0810.5664.751.39
Vanguard Primecap InvVPMCX21.5613.4616.7611.9310.27none0.39
Fidelity New MillenniumFMILX14.519.5711.9210.3610.26none0.54
Amana GrowthAMAGX19.5411.3113.119.5810.195none1.09
Fidelity Growth Company**FDGRX30.516.219.0113.4110.169none0.85
Quaker Strategic Growth AQUAGX11.715.6110.163.629.7865.502.22
Principal Capital Appreciation ACMNWX13.159.2712.379.419.7755.500.82
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.