Best Mutual Funds Awards: Best U.S. Diversified Stock Funds

This list highlights the best U.S. diversified stock funds of 2020, based on each fund outperforming the S&P 500 over the last one-, three-, five- and 10-year periods. Shaded cells indicate the best-of-the-best funds based on 10-year performance. Of 1,323 U.S. diversified stock funds at least 10 years old, 139 of them, or 11%, won awards.

All returns as of Dec. 31, 2019.

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View All Award-Winning Funds In Each Category

Best U.S. Diversified Stock Funds

	Symbol	1-year total return	3-year avg annual return	5-year avg annual return	10-year avg annual return	Morningstar category	Closed to new inv
Benchmark: S&P 500		31.49	15.27	11.70	13.56
Virtus KAR Small-Cap Growth I	PXSGX	40.26	27.98	21.49	18.99	Small Growth	Yes
T. Rowe Price New Horizons	PRNHX	37.71	23.51	16.24	18.80	Mid-Cap Growth	Yes
Fidelity Advisor Growth Opps M	FAGOX	39.95	28.87	17.42	17.59	Large Growth	No
Akre Focus Instl	AKRIX	35.35	23.19	15.85	17.43	Large Growth	No
Fidelity OTC	FOCPX	39.22	23.15	16.39	17.11	Large Growth	No
Morgan Stanley Insight I	CPODX	33.40	30.53	18.35	17.11	Large Growth	No
Lord Abbett Micro Cap Growth I	LMIYX	34.56	24.18	12.84	16.74	Small Growth	No
Fidelity Growth Company	FDGRX	38.42	21.81	15.62	16.69	Large Growth	Yes
Edgewood Growth Instl	EGFIX	34.18	22.78	16.42	16.49	Large Growth	No
Wasatch Ultra Growth	WAMCX	38.06	26.16	17.41	16.30	Small Growth	No
AB Small Cap Growth A	QUASX	35.77	21.89	13.75	16.11	Small Growth	No
Federated Kaufmann Small Cap A	FKASX	33.97	25.45	17.00	16.11	Small Growth	No
Virtus KAR Small-Cap Core I	PKSFX	40.19	22.89	17.10	16.11	Mid-Cap Growth	Yes
Baron Partners Retail	BPTRX	44.99	23.18	13.60	16.09	Mid-Cap Growth	No
Principal MidCap R5	PMBPX	42.67	18.49	13.15	15.97	Mid-Cap Growth	Yes
Glenmede Quant US Large Cap Gr Eq	GTLLX	34.84	17.88	12.82	15.97	Large Growth	No
Delaware Smid Cap Growth A	DFCIX	35.33	22.34	13.40	15.89	Mid-Cap Growth	No
Janus Henderson VIT Enterprise Instl	JAAGX	35.48	19.80	14.98	15.85	Mid-Cap Growth	No
Fidelity Blue Chip Growth	FBGRX	33.44	22.43	14.65	15.84	Large Growth	No
JPMorgan Growth Advantage A	VHIAX	35.81	21.78	14.65	15.76	Large Growth	No
T. Rowe Price Instl Mid-Cap Equity Gr	PMEGX	33.09	17.92	13.40	15.70	Mid-Cap Growth	Yes
Wells Fargo Growth Inst	SGRNX	37.65	23.21	13.87	15.69	Large Growth	No
Franklin DynaTech A	FKDNX	36.38	25.00	16.49	15.66	Large Growth	No
Touchstone Sands Capital Inst Gr	CISGX	32.92	23.92	11.75	15.61	Large Growth	No
PIMCO StocksPLUS Absolute Return Instl	PSPTX	33.12	15.85	11.79	15.58	Large Blend	No
Principal LargeCap Growth I Instl	PLGIX	34.83	23.17	15.34	15.49	Large Growth	No
JPMorgan Large Cap Growth I	SEEGX	39.04	24.39	15.20	15.49	Large Growth	No
Eaton Vance Atlanta Capital SMID-Cap I	EISMX	34.44	16.65	14.14	15.45	Mid-Cap Growth	Yes
Fidelity Growth Discovery	FDSVX	33.79	21.58	14.16	15.45	Large Growth	No
VALIC Company II Small Cap Growth	VASMX	37.69	22.92	14.62	15.45	Small Growth	No
Fidelity Advisor Equity Growth I	EQPGX	34.01	21.83	14.25	15.43	Large Growth	No
William Blair Large Cap Growth I	LCGFX	36.35	23.50	15.61	15.41	Large Growth	No
Victory RS Small Cap Equity A	GPSCX	38.49	20.40	12.18	15.40	Small Growth	Yes
Janus Henderson Enterprise D	JANEX	35.21	19.20	14.42	15.38	Mid-Cap Growth	Yes
DF Dent Premier Growth Investor	DFDPX	42.90	24.27	14.82	15.37	Large Growth	No
Value Line Mid Cap Focused	VLIFX	35.30	19.30	14.16	15.34	Mid-Cap Growth	No
Wasatch Micro Cap	WMICX	42.23	25.68	16.17	15.34	Small Growth	No
JPMorgan Small Cap Growth A	PGSGX	37.10	22.57	14.20	15.30	Small Growth	No
Artisan Small Cap Investor	ARTSX	40.14	22.03	13.99	15.27	Small Growth	Yes
Federated Kaufmann Large Cap Instl	KLCIX	38.14	19.56	13.02	15.26	Large Growth	No
Loomis Sayles Growth Y	LSGRX	31.72	19.43	14.69	15.25	Large Growth	Yes
T. Rowe Price New America Growth	PRWAX	35.03	22.55	15.22	15.24	Large Growth	No
Fidelity Small Cap Growth	FCPGX	36.31	18.83	14.52	15.18	Small Growth	Yes
BNY Mellon Sm/Md Cp Gr I	SDSCX	39.14	20.11	13.43	15.07	Mid-Cap Growth	No
T. Rowe Price Mid-Cap Growth	RPMGX	31.53	17.17	12.75	15.06	Mid-Cap Growth	Yes
Putnam Growth Opportunities A	POGAX	36.42	22.25	14.44	15.03	Large Growth	No
AB Large Cap Growth A	APGAX	33.77	21.44	15.26	15.01	Large Growth	No
BlackRock Mid-Cap Growth Equity Instl	CMGIX	36.19	23.56	15.74	15.00	Mid-Cap Growth	No
Voya Large-Cap Growth W	IGOWX	32.60	19.14	13.25	14.97	Large Growth	No
Touchstone Large Company Growth Instl	DSMLX	36.53	21.55	13.46	14.95	Large Growth	No
Fidelity Trend	FTRNX	35.88	19.50	13.45	14.94	Large Growth	No
Virtus Zevenbergen Innovative Gr Stk A	SAGAX	36.73	26.61	16.21	14.93	Large Growth	No
Wells Fargo Discovery Admin	WFDDX	39.26	18.70	12.09	14.91	Mid-Cap Growth	No
American Century Ultra Inv	TWCUX	34.60	21.35	14.64	14.91	Large Growth	No
Principal SmallCap Growth I Instl	PGRTX	33.59	16.87	12.03	14.89	Small Growth	No
VY Baron Growth I	IBGIX	38.97	20.65	12.04	14.89	Mid-Cap Growth	No
The Investment House Growth	TIHGX	32.82	19.37	13.14	14.84	Large Growth	No
Laudus US Large Cap Growth	LGILX	32.58	21.87	14.15	14.78	Large Growth	No
Wasatch Core Growth	WGROX	33.26	16.89	12.90	14.77	Small Growth	Yes
MFS Mid Cap Growth A	OTCAX	37.43	20.42	13.68	14.76	Mid-Cap Growth	No
MassMutual Select Mid Cap Growth R5	MGRFX	32.06	16.77	12.31	14.73	Mid-Cap Growth	Yes
VY T. Rowe Price Divers Mid Cap Gr I	IAXIX	37.20	18.33	12.67	14.71	Mid-Cap Growth	No
State Street Instl Premier Growth Eq Inv	SSPGX	38.10	20.26	13.15	14.71	Large Growth	No
VALIC Company I Small Cap Agrsv Gr	VSAGX	38.60	20.54	12.59	14.67	Small Growth	No
Invesco Oppenheimer Discovery A	OPOCX	36.74	19.40	12.59	14.64	Small Growth	Yes
T. Rowe Price Tax-Efficient Equity	PREFX	36.04	20.47	13.75	14.64	Large Growth	No
T. Rowe Price Diversified Mid Cap Gr	PRDMX	37.90	18.56	12.83	14.60	Mid-Cap Growth	No
Brown Advisory Growth Equity Inv	BIAGX	40.48	24.38	14.80	14.58	Large Growth	No
Hartford Core Equity Y	HGIYX	33.84	17.16	12.70	14.56	Large Blend	No
MassMutual Select Fundamental Growth R5	MOTCX	33.20	19.47	13.44	14.56	Large Growth	No
PGIM Jennison Focused Growth Z	SPFZX	32.93	22.90	15.11	14.55	Large Growth	No
Harbor Capital Appreciation Instl	HACAX	33.28	21.68	14.62	14.55	Large Growth	No
JHFunds2 Capital Appreciation NAV	JHCPX	33.20	21.69	14.65	14.53	Large Growth	No
Invesco Oppenheimer Discv Mid Cap Gr Y	OEGYX	39.31	18.81	12.73	14.52	Mid-Cap Growth	No
Hartford Disciplined Equity HLS IA	HIAGX	34.12	17.02	12.61	14.51	Large Blend	No
GuideStone Funds Growth Equity Instl	GGEYX	34.79	21.80	13.59	14.51	Large Growth	No
Columbia Small Cap Growth I Inst	CMSCX	40.94	21.14	15.83	14.48	Small Growth	No
Alger Capital Appreciation Ptfl I-2	ALVOX	33.58	20.49	13.30	14.46	Large Growth	No
Ave Maria Growth	AVEGX	37.09	19.69	13.33	14.44	Large Growth	No
ClearBridge Large Cap Growth A	SBLGX	31.69	17.95	13.85	14.39	Large Growth	No
Alger Spectra A	SPECX	32.15	19.73	12.90	14.38	Large Growth	No
MassMutual Premier Disciplined Gr Svc	DEIGX	33.34	17.96	12.70	14.37	Large Growth	No
TIAA-CREF Quant Large-Cap Growth Instl	TLIIX	32.68	18.43	13.90	14.36	Large Growth	No
JPMorgan Mid Cap Growth I	HLGEX	39.66	19.71	12.06	14.36	Mid-Cap Growth	No
Vanguard US Growth Investor	VWUSX	33.41	20.89	13.72	14.35	Large Growth	No
Putnam Sustainable Leaders A	PNOPX	35.84	20.22	13.25	14.30	Large Growth	No
Nationwide Dynamic US Growth R6	MUIGX	37.56	19.95	13.35	14.29	Large Blend	No
Baron Asset Retail	BARAX	37.62	20.12	12.97	14.28	Mid-Cap Growth	No
Columbia Select Large Cap Growth Inst	UMLGX	37.92	21.01	11.82	14.27	Large Growth	No
Transamerica Large Growth R4	TGWFX	34.27	20.98	14.20	14.25	Large Growth	No
MFS Massachusetts Inv Gr Stk A	MIGFX	39.91	21.97	14.00	14.22	Large Growth	No
Baron Fifth Avenue Growth Retail	BFTHX	33.97	23.96	14.68	14.22	Large Growth	No
AB Concentrated Growth Advisor	WPSGX	39.67	20.36	13.23	14.21	Large Growth	No
Voya Large Cap Growth Port S	IEOSX	32.41	18.97	13.13	14.21	Large Growth	No
PGIM Jennison Growth A	PJFAX	32.73	21.36	14.30	14.20	Large Growth	No
Nuveen Winslow Large-Cap Growth ESG I	NVLIX	33.43	22.43	13.88	14.19	Large Growth	No
Elfun Trusts	ELFNX	35.57	18.05	12.16	14.18	Large Growth	No
Ivy Large Cap Growth A	WLGAX	36.44	21.57	14.18	14.16	Large Growth	No
Wells Fargo Endeavor Select A	STAEX	38.66	24.36	14.74	14.13	Large Growth	No
Meridian Enhanced Equity Legacy	MEIFX	44.97	22.60	15.18	14.11	Large Growth	Yes
Alger Capital Appreciation Instl I	ALARX	33.12	20.02	13.03	14.09	Large Growth	No
Alger Focus Equity I	ALGRX	33.92	21.98	14.45	14.09	Large Growth	No
Wasatch Small Cap Growth Investor	WAAEX	40.15	20.87	12.98	14.08	Small Growth	Yes
Tocqueville Opportunity	TOPPX	44.77	22.01	11.71	14.08	Mid-Cap Growth	No
Janus Henderson Research D	JNRFX	35.40	18.45	12.19	14.06	Large Growth	Yes
Congress Large Cap Growth Institutional	CMLIX	34.97	20.01	13.44	14.05	Large Growth	No
Wells Fargo Large Cap Growth Inst	STNFX	33.09	21.45	12.93	14.04	Large Growth	No
TCW Select Equities I	TGCEX	36.02	22.68	13.75	14.03	Large Growth	No
Commerce Growth	CFGRX	35.55	19.67	14.46	14.02	Large Growth	No
Baron Opportunity Retail	BIOPX	40.29	28.66	15.45	14.02	Large Growth	No
MFS Growth B	MEGBX	36.32	21.51	14.11	14.01	Large Growth	No
Baron Growth Retail	BGRFX	40.14	20.01	11.89	13.98	Mid-Cap Growth	No
Eaton Vance Atlanta Capital Focused Gr I	EILGX	38.37	24.28	15.33	13.98	Large Growth	No
DWS Capital Growth S	SCGSX	36.93	19.25	13.81	13.95	Large Growth	No
American Century Select Inv	TWCIX	36.31	19.20	13.98	13.95	Large Growth	No
Carillon Eagle Mid Cap Growth A	HAGAX	34.48	17.82	12.27	13.95	Mid-Cap Growth	No
Janus Henderson VIT Forty Instl	JACAX	37.16	22.16	15.89	13.94	Large Growth	No
American Century Focused Dynamic Gr I	ACFSX	32.60	24.02	14.31	13.93	Large Growth	No
Columbia Large Cap Growth V	GAEGX	35.83	18.45	12.76	13.92	Large Growth	Yes
Value Line Premier Growth	VALSX	36.59	19.21	12.69	13.92	Mid-Cap Growth	No
DWS Large Cap Focus Growth S	SCQGX	37.28	19.00	13.78	13.91	Large Growth	No
Calvert Equity A	CSIEX	36.50	21.72	13.86	13.88	Large Growth	No
MainStay Large Cap Growth A	MLAAX	33.39	22.18	13.47	13.88	Large Growth	No
Frost Growth Equity Inst	FICEX	33.49	21.56	13.99	13.85	Large Growth	No
Pioneer Fundamental Growth A	PIGFX	33.84	17.71	12.45	13.84	Large Growth	No
American Century Small Cap Growth Inv	ANOIX	36.74	17.85	11.73	13.83	Small Growth	No
MFS New Discovery I	MNDIX	41.12	20.69	13.44	13.80	Small Growth	No
TCM Small Cap Growth	TCMSX	33.25	16.14	12.47	13.79	Small Growth	No
Virtus KAR Mid-Cap Growth A	PHSKX	42.34	26.90	16.39	13.76	Mid-Cap Growth	No
Invesco Summit P	SMMIX	38.66	20.51	13.81	13.76	Large Growth	Yes
BNY Mellon Small Cap Gr I	SSETX	34.51	16.43	12.45	13.75	Small Growth	No
BNY Mellon Large Cap Growth A	DAPAX	34.90	18.73	13.05	13.74	Large Growth	No
Harbor Mid Cap Growth Instl	HAMGX	39.05	21.82	12.96	13.74	Mid-Cap Growth	No
Neuberger Berman Small Cap Growth Inv	NBMIX	34.50	22.07	12.76	13.70	Small Growth	Yes
American Century Growth Inv	TWCGX	35.40	20.11	13.54	13.68	Large Growth	No
Goldman Sachs Strategic Growth Instl	GSTIX	35.57	20.57	13.02	13.67	Large Growth	No
Wells Fargo Omega Growth A	EKOAX	36.72	22.45	13.19	13.67	Large Growth	No
Alger Weatherbie Specialized Gr Prt I-2	AAMOX	38.31	22.39	13.64	13.60	Mid-Cap Growth	No
JHancock US Global Leaders Growth A	USGLX	33.01	19.97	13.45	13.59	Large Growth	No

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