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 January 31, 2023
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 |
| Dreyfus Strategic Value A | DAGVX | 8.95% | 15.28% | 9.68% | 12.12% | 10.89% | 7 | 5.75% | 0.93% |
| BNY Mellon Income Stock Investor | MIISX | 8 | 13 | 9.14 | 11.71 | 9.61 | 7 | none | 1.08 |
| Oppenheimer Value A | CGRWX | 7.81 | 14.17 | 8.89 | 10.62 | 9.08 | 9 | 5.50 | 0.91 |
| Invesco Value Opportunities A | VVOAX | 7.41 | 17.28 | 8.59 | 10.26 | 8.8 | 10 | 5.50 | 1.11 |
| Muhlenkamp Fund | MUHLX | 7.11 | 16.11 | 7.67 | 7.37 | 6.82 | 4 | none | 1.1 |
| First Investors Value A | FIUTX | 6.98 | 10.17 | 6.97 | 9.44 | 8.61 | 5 | 5.75 | 1.05 |
| First Investors Growth & Income A | FGINX | 6.96 | 10.26 | 7.05 | 9.7 | 8.87 | 5 | 5.75 | 1.04 |
| Federated Strategic Value Dividend A | SVAAX | 6.83 | 8.16 | 6.19 | 8.67 | — | 3 | 5.50 | 1.06 |
| Nuveen NWQ Multi Cap Value A+ | NQVAX | 6.64 | 12.43 | 7.73 | 8.96 | 8.06 | 8 | 5.75 | 1.15 |
| Saratoga Large Capitalization Value A | SLVYX | 6.41 | 13.45 | 9.63 | 10.12 | 6.8 | 8 | 5.75 | 2.11 |
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 January 31, 2023
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 |
| Shelton Green Alpha Fund | NEXTX | -9.96% | 19.68% | 14.89% | —% | —% | 10 | none% | 1.16% |
| Centre American Select Equity Inv | DHAMX | 0.88 | 19.17 | 12.25 | 12.61 | — | 4 | 2.00r | 1.46 |
| Christopher Weil & Company Core Investment Fund | CWCFX | 2.04 | 18.31 | 14.66 | 12.85 | — | 5 | none | 1.1 |
| Invesco Value Opportunities A | VVOAX | 7.41 | 17.28 | 8.59 | 10.26 | 8.8 | 10 | 5.50 | 1.11 |
| Smead Value Fund Inv | SMVLX | 4.81 | 16.72 | 11.75 | 13.37 | — | 9 | none | 1.19 |
| Muhlenkamp Fund | MUHLX | 7.11 | 16.11 | 7.67 | 7.37 | 6.82 | 4 | none | 1.1 |
| Parnassus Endeavor | PARWX | -4.92 | 16.11 | 10.84 | 14.72 | — | 8 | none | 0.9 |
| Poplar Forest Partners A | PFPFX | 4.47 | 15.87 | 6.82 | 10.3 | — | 9 | none | 1.2 |
| Dreyfus Strategic Value A | DAGVX | 8.95 | 15.28 | 9.68 | 12.12 | 10.89 | 7 | 5.75 | 0.93 |
| Natixis Trust II Oakmark A | NEFOX | -1.68 | 15.1 | 8.85 | 12.39 | 9.58 | 10 | 5.75 | 1.12 |
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 January 31, 2023
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 |
| Shelton Green Alpha Fund | NEXTX | -9.96% | 19.68% | 14.89% | —% | —% | 10 | none% | 1.16% |
| Christopher Weil & Company Core Investment Fund | CWCFX | 2.04 | 18.31 | 14.66 | 12.85 | — | 5 | none | 1.1 |
| Eaton Vance-Atlanta Capital Focused Growth A+ | EAALX | -8.42 | 10.6 | 13.97 | 13.9 | 10.4 | 5 | 5.25 | 1.03 |
| Amana Growth | AMAGX | -7.87 | 14.09 | 13.87 | 14.19 | 13.24 | 5 | none | 0.9 |
| Fidelity Advisor Growth Opportunities A | FAGAX | -20.94 | 7.68 | 13.79 | 15.48 | 11.45 | 10 | 5.75 | 1.04 |
| Calvert Social Investment Equity Portfolio A | CSIEX | -5.47 | 11.01 | 13.26 | 13.92 | 10.62 | 4 | 5.25 | 0.91 |
| JPMorgan Large Cap Growth A | OLGAX | -12.36 | 11.85 | 12.93 | 15.18 | 11.77 | 7 | 5.25 | 0.94 |
| Federated MDT Large Cap Growth A | QALGX | -8.7 | 13.2 | 12.93 | 14.05 | — | 8 | 5.50 | 0.99 |
| T. Rowe Price New America Growth | PRWAX | -10.28 | 12.29 | 12.74 | 15.64 | 12.63 | 6 | none | 0.76 |
| Legg Mason ClearBridge Sustainability Leaders A | CLSUX | -8.66 | 11.93 | 12.67 | — | — | 5 | 5.50 | 1.16 |
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 January 31, 2023
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 |
| Fidelity OTC Portfolio | FOCPX | -17.96% | 9.92% | 11.13% | 16.94% | 13.81% | 8 | none% | 0.81% |
| Fidelity Growth Company** | FDGRX | -17.52 | 13.57 | 12.57 | 16.74 | 14.22 | 10 | none | 0.86 |
| USAA Nasdaq-100 Index | USNQX | -18.6 | 10.84 | 12.27 | 16.73 | 13.6 | 8 | none | 0.42 |
| Shelton Capital Nasdaq-100 Index Direct | NASDX | -18.58 | 11.01 | 12.17 | 16.64 | 13.82 | 8 | none | 0.5 |
| T. Rowe Price New America Growth | PRWAX | -10.28 | 12.29 | 12.74 | 15.64 | 12.63 | 6 | none | 0.76 |
| Fidelity Advisor Growth Opportunities A | FAGAX | -20.94 | 7.68 | 13.79 | 15.48 | 11.45 | 10 | 5.75 | 1.04 |
| Rydex Nasdaq-100 H | RYHOX | -19.53 | 9.56 | 10.95 | 15.48 | 12.66 | 8 | none | 1.49 |
| JPMorgan Growth Advantage A | VHIAX | -16.58 | 11.07 | 11.92 | 15.46 | 13.47 | 8 | 5.25 | 1.08 |
| Fidelity Blue Chip Growth | FBGRX | -21.66 | 10.22 | 11.41 | 15.43 | 11.58 | 10 | none | 0.76 |
| JPMorgan Large Cap Growth A | OLGAX | -12.36 | 11.85 | 12.93 | 15.18 | 11.77 | 7 | 5.25 | 0.94 |
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 January 31, 2023
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 |
| Fidelity Growth Company** | FDGRX | -17.52% | 13.57% | 12.57% | 16.74% | 14.22% | 10 | none% | 0.86% |
| Shelton Capital Nasdaq-100 Index Direct | NASDX | -18.58 | 11.01 | 12.17 | 16.64 | 13.82 | 8 | none | 0.5 |
| Fidelity OTC Portfolio | FOCPX | -17.96 | 9.92 | 11.13 | 16.94 | 13.81 | 8 | none | 0.81 |
| USAA Nasdaq-100 Index | USNQX | -18.6 | 10.84 | 12.27 | 16.73 | 13.6 | 8 | none | 0.42 |
| JPMorgan Growth Advantage A | VHIAX | -16.58 | 11.07 | 11.92 | 15.46 | 13.47 | 8 | 5.25 | 1.08 |
| Amana Growth | AMAGX | -7.87 | 14.09 | 13.87 | 14.19 | 13.24 | 5 | none | 0.9 |
| Vanguard Capital Opportunity Inv | VHCOX | -4.68 | 10.53 | 8.71 | 14.11 | 13.03 | 5 | none | 0.43 |
| Rydex Nasdaq-100 H | RYHOX | -19.53 | 9.56 | 10.95 | 15.48 | 12.66 | 8 | none | 1.49 |
| T. Rowe Price New America Growth | PRWAX | -10.28 | 12.29 | 12.74 | 15.64 | 12.63 | 6 | none | 0.76 |
| Vanguard Primecap Inv | VPMCX | -5.04 | 9.72 | 8.71 | 13.99 | 12.4 | 4 | none | 0.38 |
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.