The best- and worst-performing equity funds: Category rankings
Ranked by one-year total returns
Large-cap growth
| Top 10 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Expense ratio* |
|---|---|---|---|---|---|
| GMO U.S. Growth Fund III | $1.9 | -7.1% | 13.9% | 7.0% | 0.5% |
| Touchstone Sands Capital Institutional Growth Fund | $1,326.8 | -12.7% | 8.7% | 12.2% | 0.8% |
| Touchstone Sands Capital Select Growth Fund Z | $908.5 | -12.8% | 7.9% | 11.4% | 1.5% |
| PowerShares QQQ Trust Series 1 | $21,466.3 | -8.0% | 7.6% | 10.8% | 0.2% |
| California Nasdaq-100 Index Fund Direct | $17.0 | -8.1% | 7.5% | 10.9% | 0.5% |
| Saratoga Large Capitalization Growth Portfolio I | $20.3 | -10.5% | 7.5% | 7.1% | 1.6% |
| USAA Nasdaq-100 Index Fund | $200.0 | -8.0% | 7.1% | 10.3% | 0.8% |
| Morgan Stanley Institutional Advantage Portfolio H | $0.9 | -9.3% | 7.0% | 8.0% | 1.3% |
| MassMutual Select Nasdaq-100 Fund A | $16.2 | -8.1% | 6.7% | 10.2% | 1.2% |
| Rydex Nasdaq-100 Fund Investor | $528.2 | -8.1% | 6.7% | 9.6% | 1.3% |
| Bottom 5 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Expense ratio* |
|---|---|---|---|---|---|
| Ameritor Security Trust 1 | $0.2 | -30.0% | -41.7% | -32.7% | 12.8% |
| Putnam Voyager Fund A | $2,810.4 | -24.0% | -16.1% | 5.9% | 1.3% |
| CGM Focus Fund | $1,771.5 | -23.9% | -14.1% | -17.3% | 1.0% |
| Chesapeake Core Growth Fund | $80.1 | -19.6% | -10.1% | -5.7% | 1.4% |
| Hartford Fundamental Growth Fund A | $24.9 | -18.4% | -8.4% | -0.3% | 1.3% |
| S&P 500 Growth Total Return Index | -11.6% | 4.9% | 4.5% |
Large-cap value
| Top 10 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Expense ratio* |
|---|---|---|---|---|---|
| Commerce Value Fund | $53.6 | -10.4% | 8.0% | 1.7% | 0.7% |
| ING Corporate Leaders Trust Fund | $514.8 | -14.0% | 6.8% | 2.0% | N/A |
| Delaware Large-Cap Value Equity Portfolio | $6.0 | -12.8% | 6.3% | 4.8% | 0.7% |
| Hennessy Total Return Fund Original | $58.6 | -5.2% | 6.0% | 3.3% | 1.3% |
| Edgar Lomax Value Fund | $26.2 | -9.3% | 5.2% | 2.3% | 0.9% |
| PowerShares Active Mega Cap Fund | $4.7 | -12.5% | 5.1% | 4.2% | 0.8% |
| Delaware Large Cap Value Fund A | $569.2 | -12.8% | 5.0% | 3.8% | 1.2% |
| Delaware Value Fund A | $246.2 | -13.0% | 4.7% | 3.8% | 1.1% |
| Neuberger Berman Large Cap Value Fund Institutional | $2.5 | -13.8% | 4.3% | 1.8% | 0.8% |
| Artisan Value Fund Investor | $408.6 | -11.7% | 3.1% | 2.9% | 1.2% |
| Bottom 5 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Expense ratio* |
|---|---|---|---|---|---|
| Northern Large Cap Value Fund | $130.4 | -20.6% | -11.2% | -3.7% | 1.1% |
| Dreman Market Over-Reaction Fund Institutional | $7.0 | -21.0% | -11.1% | 2.2% | 0.9% |
| Dean Mid Cap Value Fund No-Load | $8.0 | -21.1% | -9.9% | -4.9% | 1.5% |
| Jones Villalta Opportunity Fund | $6.6 | -20.7% | -9.9% | N/A | 1.3% |
| Matrix Advisors Value Fund | $74.6 | -21.2% | -9.3% | -3.4% | 1.0% |
| S&P 500 Value Total Return Index | -16.3% | -2.7% | -2.2% |
Midcap growth
| Top 10 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Expense ratio* |
|---|---|---|---|---|---|
| Chase Mid-Cap Growth Fund N | $13.3 | -14.8% | 14.4% | 5.9% | 1.5% |
| Delaware Smid Cap Growth Fund A | $706.1 | -15.9% | 13.6% | 12.8% | 1.4% |
| Delaware Focus Smid-Cap Growth Equity Portfolio | $14.9 | -16.1% | 12.8% | 18.1% | 0.9% |
| Rydex S&P MidCap 400 Pure Growth ETF | $556.6 | -17.4% | 9.6% | 14.8% | 0.4% |
| Fifth Third Mid Cap Growth Fund A | $13.5 | -17.6% | 7.9% | 7.2% | 1.2% |
| Oppenheimer Small- & Mid-Cap Growth Fund A | $133.6 | -18.6% | 7.5% | 2.8% | 1.6% |
| GMO U.S. Small/Mid Cap Growth Fund III | $4.1 | -23.1% | 7.3% | 3.1% | 0.5% |
| Driehaus Mid Cap Growth Fund | $22.1 | -16.3% | 7.3% | -2.2% | 1.8% |
| Rydex S&P MidCap 400 Pure Growth Fund C | $10.3 | -17.8% | 6.7% | 11.7% | 2.3% |
| AllianceBernstein Small/Mid-Cap Growth Fund A | $389.8 | -20.2% | 6.4% | 9.0% | 1.2% |
| Bottom 5 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Expense ratio* |
|---|---|---|---|---|---|
| Auer Growth Fund | $128.1 | -30.6% | -13.8% | -10.1% | 1.7% |
| Columbia Acorn Select Fund Z | $875.7 | -23.5% | -12.8% | 2.9% | 1.0% |
| Columbia Mid Cap Growth Opportunity Fund A | $647.8 | -24.9% | -11.2% | 4.4% | 1.3% |
| Westcore Select Fund Retail | $667.0 | -25.9% | -9.9% | 7.7% | 1.1% |
| RidgeWorth Emerging Growth Stock Fund A | $4.1 | -28.4% | -9.7% | 3.9% | 1.5% |
| S&P MidCap 400 Growth Total Return Index | -18.8% | 2.9% | 7.0% |
Midcap value
| Top 10 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Expense ratio* |
|---|---|---|---|---|---|
| FPA Capital Fund | $1,085.3 | -19.8% | 5.7% | 6.3% | 0.9% |
| Longleaf Partners Small-Cap Fund | $2,767.0 | -18.0% | 5.0% | 6.9% | 0.9% |
| Invesco Endeavor Fund A | $72.2 | -13.0% | 3.2% | 7.1% | 1.5% |
| FMI Common Stock Fund | $946.1 | -16.3% | 2.0% | 5.7% | 1.2% |
| Westcore Mid-Cap Value Fund Retail | $39.5 | -16.6% | 1.6% | 1.6% | 1.3% |
| WisdomTree MidCap Dividend Fund | $223.4 | -14.5% | 1.5% | 4.0% | 0.4% |
| Fidelity Low-Priced Stock Fund | $22,415.1 | -15.8% | 1.4% | 6.7% | 0.8% |
| Old Mutual TS&W Mid Cap Value Fund A | $1.4 | -14.9% | 1.3% | 1.3% | 1.4% |
| John Hancock Disciplined Value Mid Cap Fund Institutional | $381.8 | -19.5% | 1.2% | 6.3% | 1.0% |
| AmericaFirst Quantitative Strategies Fund A | $18.2 | -11.6% | 1.1% | 10.4% | 1.6% |
| Bottom 5 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Expense ratio* |
|---|---|---|---|---|---|
| Legg Mason Capital Management Opportunity Trust C | $623.4 | -34.0% | -33.0% | -9.0% | 2.5% |
| IMS Capital Value Fund | $41.7 | -27.1% | -10.7% | -5.1% | 1.9% |
| Hotchkis & Wiley Mid-Cap Value Fund I | $766.5 | -26.8% | -10.7% | 6.6% | 1.1% |
| First Trust Value Line 100 Exchange-Traded Fund | $50.8 | -25.7% | -9.4% | -6.6% | 0.7% |
| Delafield Fund | $1,087.4 | -24.2% | -9.0% | 3.0% | 1.3% |
| S&P 400 Value Total Return Index | -21.0% | -5.4% | 1.2% |
Small-cap growth
| Top 10 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Expense ratio* |
|---|---|---|---|---|---|
| Rice Hall James Small Cap Portfolio Institutional | $94.6 | -17.2% | 20.0% | 8.8% | 1.5% |
| Virtus Small-Cap Sustainable Growth Fund A | $52.4 | -10.0% | 18.6% | 5.5% | 1.7% |
| Virtus Small-Cap Core Fund I | $95.1 | -13.5% | 13.4% | 8.9% | 1.2% |
| Artisan Small Cap Fund Investor | $325.5 | -16.3% | 11.2% | 6.9% | 1.7% |
| Oppenheimer Discovery Fund A | $822.4 | -19.7% | 10.6% | 4.3% | 1.3% |
| T. Rowe Price New Horizons Fund | $6,878.7 | -16.5% | 10.3% | 10.3% | 0.9% |
| Praxis Small Cap Fund A | $4.8 | -19.1% | 9.6% | 4.6% | 1.7% |
| Wells Fargo Advantage Emerging Growth Fund Admn | $287.0 | -21.2% | 9.0% | 6.9% | 1.2% |
| Wasatch Core Growth Fund | $442.5 | -14.2% | 9.0% | 7.9% | 1.4% |
| RS Select Growth Fund A | $62.4 | -18.8% | 8.7% | 10.2% | 1.4% |
| Bottom 5 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Expense ratio* |
|---|---|---|---|---|---|
| Apex Mid Cap Growth Fund | $0.2 | -37.8% | -40.5% | -7.9% | 6.4% |
| American Beacon Evercore Small Cap Equity Fund Y | $0.1 | -30.2% | -15.6% | N/A | 1.1% |
| Federated Kaufmann Small Cap Fund A | $604.7 | -26.9% | -13.6% | 2.2% | 2.0% |
| Winslow Green Growth Fund Investor | $148.8 | -23.0% | -13.5% | -6.8% | 1.5% |
| Kinetics Small Cap Opportunities Fund No Load | $69.7 | -18.4% | -12.9% | 0.8% | 1.6% |
| S&P SC 600 Growth Total Return | -19.6% | 4.2% | 2.9% |
Small-cap value
| Top 10 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Expense ratio* |
|---|---|---|---|---|---|
| SouthernSun Small Cap Fund Investor | $93.3 | -21.0% | 9.2% | 8.5% | 1.5% |
| James Advantage Small Cap Fund A | $87.7 | -16.0% | 6.0% | 4.5% | 1.5% |
| Franklin MicroCap Value Fund A | $195.3 | -14.4% | 4.7% | 3.8% | 1.2% |
| Huber Capital Small Cap Value Fund Investor | $10.4 | -19.7% | 1.6% | 10.8% | 1.9% |
| Allianz NFJ Small-Cap Value Fund Institutional | $2,271.6 | -15.9% | 1.5% | 3.8% | 0.8% |
| Homestead Small Company Stock Fund | $157.9 | -20.4% | 1.2% | 8.2% | 1.2% |
| Aegis Value Fund | $132.9 | -20.2% | 0.9% | 3.4% | 1.5% |
| Bragg Queens Road Small Cap Value Fund | $51.7 | -12.6% | 0.3% | 5.4% | 1.3% |
| Royce Special Equity Fund Investment | $1,457.6 | -14.7% | 0.3% | 4.7% | 1.2% |
| Nuveen Small Cap Value Fund I | $43.2 | -21.5% | 0.0% | -0.3% | 1.4% |
| Bottom 5 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Expense ratio* |
|---|---|---|---|---|---|
| Schneider Small Cap Value Fund | $58.3 | -31.0% | -24.0% | -3.5% | 1.2% |
| Wegener Adaptive Growth Fund | $2.1 | -22.2% | -23.3% | 0.3% | 2.0% |
| Robeco WPG Small/Micro Cap Value Fund Institutional | $29.8 | -25.0% | -13.9% | -1.5% | 1.7% |
| Harbor Small Company Value Fund Institutional | $6.7 | -22.1% | -12.7% | 5.7% | 1.0% |
| Royce Opportunity Fund Investment | $778.3 | -28.0% | -11.9% | 0.7% | 1.2% |
| S&P SC 600 Value Total Return | -20.0% | -3.6% | -1.3% |
As of Sept. 30. Ranking is based on unrounded figures. Distinct classes only. Three-year returns are annualized. N/A = not available (fund has been in operation for less than three years). N/D = not disclosed. *Net prospectus. Source: Lipper
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