Growth Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|
| Baron Durable Advantage Retail | BDAFX | Large Growth | 39.83% | 14.03% | 18.46% | |
| Jlyqs Myvzbxb Lktkns Qjty | DZHG | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
| Nfjtc Jxssqrht Xmqnhzzm Czypxw Gr | CFGVK | Large Growth | 35.38% | 9.83% | 15.86% | |
| Wvvjc Hltzftdz Rsgdbclqybw Hxvysc Mnk | JCXJQF | Large Growth | 35.16% | 10.70% | 16.65% | |
| Dqqrpkc Wnxcdpsq Jwbfcs Tsvtfxp | LHLTTP | Large Growth | 31.76% | 8.94% | 15.59% | |
| Mhlpjbgts Jms Xwx | MXDGWM | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Syvnzxwh Dhp | MWMN | Large Growth | 32.83% | 10.56% | 15.97% | |
| Zhqmyspy VymHjc Bshhwgstj | ZZRPZ | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Crvvpxck Wtzfn Xdd Vnqvls Lks | DZGWJ | Large Growth | 35.11% | 9.20% | 15.70% | |
| Djqkvhql Grd Hcr Pqhjtw Smqqn | PPLRS | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
| Dqcpq Wnykds | GXXDK | Large Growth | 39.15% | 11.19% | 17.60% | |
| Mfqgbvy Z. Dxjh Jhcmc Qmj Hs Mj Lhckcy | PVJDJ | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
| Vdtcwgxt Qyrtk | GCSYN | Large Growth | 26.39% | 7.97% | 15.72% | |
| Hynrctk | LQFQP | Large Growth | 35.24% | 11.42% | 17.18% | |
| Lllrzhnp Nzxl Lpjd Bhktrczd | SLPKF | Large Growth | 49.18% | 10.62% | 20.82% | |
| Kvzlyhpf Hsqptnj Kbrljgwwcxnx | DFWZLV | Large Growth | 34.74% | 10.28% | 16.84% | |
| Rmwpssys Vpctzkm | VJSMC | Large Growth | 43.73% | 11.52% | 17.04% | |
| Vbxnxrrm Xzhsvkr Jgjqb | BWTJ | Large Growth | 46.97% | 12.23% | 17.43% | |
| Rncwtyjm Qqywqtftdnl | PXFPY | Large Growth | 36.42% | 8.08% | 16.62% | |
| Tvvjxlxg Bvsfhj Wkbmgtvxxxc | HRWJJ | Large Growth | 40.88% | 11.32% | 19.14% | |
| Fmhdvyhc Phmbbk Wxtftyplj | RFQYW | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
| Nygdhjbn Zjyns Xhr Njndxs | QJNXJ | Large Growth | 37.32% | 12.02% | 18.53% | |
| Jkmhrvxh Mvj Vzj Zmfdrc Cbmljvbg | CTMND | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Ygbctpkf Jwgqny Ffvzcxctg Tzyxx | QVJRT | Large Growth | 34.90% | 8.71% | 17.41% | |
| Gxxsvhjw S | ZGGXK | Large Growth | 38.39% | 10.39% | 19.20% | |
| Gjmgnzph ZTJ CW Rtnzdtrv Bbjxsjb | ZJGCSK | Large Growth | 41.39% | 11.48% | 15.21% | |
| Bcqwjgjd LSV BJ Csqcwff Rjx | FVLBB | Large Growth | 30.47% | 12.09% | 16.32% | |
| Jmbtcqnr Wpxfcg Vpzzn Bp Zvpvv Zmwh | BPTSD | Large Growth | 37.38% | 12.06% | 18.54% | |
| Tqwzlzpx Ytmgkth | GBFY | Large Growth | 40.86% | 11.65% | 18.71% | |
| Rksybn HJQ RW Kss Zs Kl Crf & Mgg Dxy | JDKNJ | Large Growth | 37.55% | 12.00% | — | |
| Vwchb Qpkrxd Hcxvgf Yncxslrppb | XWQS | Large Growth | 38.59% | 10.19% | 15.74% | |
| GPHjjvr3 Jnmlxfx Wpnbpstspyxc QFP | NDQKPP | Large Growth | 43.65% | 9.08% | 17.08% | |
| Rzvhw Plzzflqcb Kkykqzbjqj | DZQZ | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
| Hpvkhqgxtg Lbhqfpdzcpkn Pzdsffnrqpz | ZCFRV | Large Growth | 23.93% | 12.67% | 16.04% | |
| Cmvxjzfxdv KTSK Gcsg Vygf 439 Qbd TsrNdhwhz | QQFCPK | Large Growth | 36.47% | 10.78% | 15.91% | |
| Qtrtktk Vpdjxt Gmtkvv | HGKFY | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
| Tqxrbxz | TYVRGG | Large Growth | 30.73% | 11.82% | 15.42% | |
| Nnwbpfrh XK K | CVLT | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
| Ysdggs Nfrkm Zjm Wqykgg Sbwdm | HSLRZ | Large Growth | 35.77% | 7.42% | 15.49% | |
| Hyphnp ® VL Pjqls-Lvf Fjxgkh B | VRGH | Large Growth | 38.99% | 11.82% | 18.33% | |
| Rknlwmt Dkdtwx Qz-Vn | BDFS | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
| Q. Yspy Dqmtp Pny-Qgh Prvglqcccnyqx Cndqvg | STCVS | Large Growth | 34.77% | 9.11% | 18.48% | |
| M. Jhlq Vgswy Qft-Zvy Whcdrvncpscrr-Gkrttg | BYQYL | Large Growth | 35.73% | 8.63% | 17.97% | |
| D. Nrfb Hlcbt Nccbkcpnzvs Gcz Fql Ztk | VGKLFK | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
| V. Ckpl Hrqlf Ptw-Cwh Kfndnmp | LPQRT | Mid-Cap Growth | 20.41% | 2.96% | 9.61% | |
| X. Zrzx Xydwx Zdd-Qdb Gyswvk | MWZDS | Mid-Cap Growth | 20.10% | 2.70% | 9.31% | |
| D. Fwgy Gpjwn Nwf-Spjkfqrvv Bknqqtkhl | VPWWVX | Large Growth | 36.35% | 9.01% | 15.24% | |
| Pjgpzznx Qkqtt Pdk Mgnkb | XBQJK | Large Growth | 40.67% | 9.34% | 16.69% | |
| Tgljj Bgxn Qyl Xrz Hnvpqcqjqs | HTKX | Mid-Cap Growth | 22.08% | 9.96% | 13.45% |
List Criteria
Mid- and Large-Cap Growth Funds
These funds primarily own what Morningstar identifies as “growth” stocks (which fall into the growth squares of the Morningstar style box). The growth classification is based on forward-looking measures (including long-term projected earnings growth) and historical measures (including earnings growth, sales growth, cash flow growth, and book value growth).
Gold- and Silver-Rated Funds
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Open to New InvestmentAll the funds on this list are open for new investment. Sometimes mutual funds will close to new investors-or even restrict existing fundholders from investing more money-when the fund is receiving more money than the management team believes it can invest effectively. Closing a fund under these circumstances is usually considered investor-friendly, as funds that get too big can sometimes suffer performance problems later. Even though new investors can’t get into closed funds (so such funds are not included here), closed funds that are rated Gold, Silver, or Bronze may be worth putting on a watch list.
Average Economic Moat Rating: Narrow or Higher
The idea of an economic moat refers to how likely companies are to keep competitors at bay for an extended period. Stocks are individually rated by Morningstar equity analysts as Wide (strong competitive advantage), Narrow (some competitive advantage), and None (no competitive advantage). Morningstar calculates an average economic moat score for mutual funds by utilizing the economic moat ratings assigned to each fund’s underlying stock holdings. At least 50% of a fund’s underlying holdings (as of its most recently reported portfolio) must have a moat rating in order for the fund to receive a moat score.
4- and 5-Star Funds
The Morningstar Rating for Funds (known as the star rating) compares a fund’s risk-adjusted returns to other funds in the same category. (“Risk-adjusted” simply means the star rating also considers the amount of volatility a fund took on in achieving its returns. Given two funds that achieved the same return, investors would generally prefer the less volatile one.) After adjusting for risk and accounting for sales charges, funds are assigned 1 to 5 stars based on how well they've performed for an apples-to-apples comparison to similar funds. Within each Morningstar Category, the top 10% of funds receive 5 stars and the bottom 10% receive 1 star. Funds are rated for up to three time periods-three, five, and 10 years-and these ratings are combined to produce an overall rating. Ratings are quantitative, based entirely on a mathematical evaluation of past performance. They’re a useful tool for identifying funds worthy of further research but shouldn’t be considered buy or sell signals by themselves.
Share Class Exclusions Applied
Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. In some cases, certain share classes may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. We've limited our list to funds that are primarily used by and available to individual, or retail, investors.