Top-Performing Mutual Funds by Category
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 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 ADAGVX8.95%15.28%9.68%12.12%10.89%75.75%0.93%
BNY Mellon Income Stock InvestorMIISX8139.1411.719.617none1.08
Oppenheimer Value ACGRWX7.8114.178.8910.629.0895.500.91
Invesco Value Opportunities AVVOAX7.4117.288.5910.268.8105.501.11
Muhlenkamp FundMUHLX7.1116.117.677.376.824none1.1
First Investors Value AFIUTX6.9810.176.979.448.6155.751.05
First Investors Growth & Income AFGINX6.9610.267.059.78.8755.751.04
Federated Strategic Value Dividend ASVAAX6.838.166.198.6735.501.06
Nuveen NWQ Multi Cap Value A+NQVAX6.6412.437.738.968.0685.751.15
Saratoga Large Capitalization Value ASLVYX6.4113.459.6310.126.885.752.11
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 FundNEXTX-9.96%19.68%14.89%—%—%10none%1.16%
Centre American Select Equity InvDHAMX0.8819.1712.2512.6142.00r1.46
Christopher Weil & Company Core Investment FundCWCFX2.0418.3114.6612.855none1.1
Invesco Value Opportunities AVVOAX7.4117.288.5910.268.8105.501.11
Smead Value Fund InvSMVLX4.8116.7211.7513.379none1.19
Muhlenkamp FundMUHLX7.1116.117.677.376.824none1.1
Parnassus EndeavorPARWX-4.9216.1110.8414.728none0.9
Poplar Forest Partners APFPFX4.4715.876.8210.39none1.2
Dreyfus Strategic Value ADAGVX8.9515.289.6812.1210.8975.750.93
Natixis Trust II Oakmark ANEFOX-1.6815.18.8512.399.58105.751.12
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 FundNEXTX-9.96%19.68%14.89%—%—%10none%1.16%
Christopher Weil & Company Core Investment FundCWCFX2.0418.3114.6612.855none1.1
Eaton Vance-Atlanta Capital Focused Growth A+EAALX-8.4210.613.9713.910.455.251.03
Amana GrowthAMAGX-7.8714.0913.8714.1913.245none0.9
Fidelity Advisor Growth Opportunities AFAGAX-20.947.6813.7915.4811.45105.751.04
Calvert Social Investment Equity Portfolio ACSIEX-5.4711.0113.2613.9210.6245.250.91
JPMorgan Large Cap Growth AOLGAX-12.3611.8512.9315.1811.7775.250.94
Federated MDT Large Cap Growth AQALGX-8.713.212.9314.0585.500.99
T. Rowe Price New America GrowthPRWAX-10.2812.2912.7415.6412.636none0.76
Legg Mason ClearBridge Sustainability Leaders ACLSUX-8.6611.9312.6755.501.16
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 PortfolioFOCPX-17.96%9.92%11.13%16.94%13.81%8none%0.81%
Fidelity Growth Company**FDGRX-17.5213.5712.5716.7414.2210none0.86
USAA Nasdaq-100 IndexUSNQX-18.610.8412.2716.7313.68none0.42
Shelton Capital Nasdaq-100 Index DirectNASDX-18.5811.0112.1716.6413.828none0.5
T. Rowe Price New America GrowthPRWAX-10.2812.2912.7415.6412.636none0.76
Fidelity Advisor Growth Opportunities AFAGAX-20.947.6813.7915.4811.45105.751.04
Rydex Nasdaq-100 HRYHOX-19.539.5610.9515.4812.668none1.49
JPMorgan Growth Advantage AVHIAX-16.5811.0711.9215.4613.4785.251.08
Fidelity Blue Chip GrowthFBGRX-21.6610.2211.4115.4311.5810none0.76
JPMorgan Large Cap Growth AOLGAX-12.3611.8512.9315.1811.7775.250.94
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%10none%0.86%
Shelton Capital Nasdaq-100 Index DirectNASDX-18.5811.0112.1716.6413.828none0.5
Fidelity OTC PortfolioFOCPX-17.969.9211.1316.9413.818none0.81
USAA Nasdaq-100 IndexUSNQX-18.610.8412.2716.7313.68none0.42
JPMorgan Growth Advantage AVHIAX-16.5811.0711.9215.4613.4785.251.08
Amana GrowthAMAGX-7.8714.0913.8714.1913.245none0.9
Vanguard Capital Opportunity InvVHCOX-4.6810.538.7114.1113.035none0.43
Rydex Nasdaq-100 HRYHOX-19.539.5610.9515.4812.668none1.49
T. Rowe Price New America GrowthPRWAX-10.2812.2912.7415.6412.636none0.76
Vanguard Primecap InvVPMCX-5.049.728.7113.9912.44none0.38
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.
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