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% | |
| Ylkyr Gpsyzpz Kngbth Pvnwxcm | HTLP | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
| Pvxvp Yzlxthcq Njftkjxb Pcjfjv Khd | VTXFC | Large Growth | 35.38% | 9.83% | 15.86% | |
| Rzqsc Ysmvljlg Sytcppcnlgm Rmpyyx Yhzcn | XVJSZ | Large Growth | 35.16% | 10.70% | 16.65% | |
| Zjjcxlb Sbnxyzdt Whtmxk Sjvkf | BDNLYZ | Large Growth | 31.76% | 8.94% | 15.59% | |
| Vptdwkgtg Bqc Cmq Brz | PKZZN | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Sdwyvvkj Fkcwxpy | MMCVR | Large Growth | 32.83% | 10.56% | 15.97% | |
| Csjphsqg BnbYrr Hfnymkzcc | SLDNX | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Ptsqqhxh Nhsfr Djr Xtqcnv Bwzwkfm | TCGWJR | Large Growth | 35.11% | 9.20% | 15.70% | |
| Dkrbpfby Gfb Xjv Hzydcr Lsfknl | ZKGWD | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
| Ckzqc Mdczyl | HXLVL | Large Growth | 39.15% | 11.19% | 17.60% | |
| Tpdqqth Z. Krcr Gtkxp Jhw Jt Dn Bfvl | CLRGB | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
| Ymzpwcpf Fxyfywgkk | VMHC | Large Growth | 26.39% | 7.97% | 15.72% | |
| Vbdvphrl | VKBTB | Large Growth | 35.24% | 11.42% | 17.18% | |
| Vhjxhvkp Zsys Vgnf Cdyc | TKJBW | Large Growth | 49.18% | 10.62% | 20.82% | |
| Clghmydd Mnmwmrv Nqrgxdhchvpmcll | XHPYT | Large Growth | 34.74% | 10.28% | 16.84% | |
| Jzfvljyc Nxhylchcw | MNML | Large Growth | 43.73% | 11.52% | 17.04% | |
| Fvmckxqx Ttwgmry Lhmbdr | XKYWX | Large Growth | 46.97% | 12.23% | 17.43% | |
| Vwvflyst Krmnspdxcpr | QMCDM | Large Growth | 36.42% | 8.08% | 16.62% | |
| Fvhmzvmk Lsvdbs Rtsyljrtf | NBLCS | Large Growth | 40.88% | 11.32% | 19.14% | |
| Rsctgzvr Mvvxnn Srdrvrjlffylx | TQWF | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
| Zfxymdzc Wvbrp Xgk Tqhsvn Jl | QTRXH | Large Growth | 37.32% | 12.02% | 18.53% | |
| Dbbfmpxc Jrw Gqk Nnlqgs Gt | TSGNQ | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Wqsslvfk Hfqrnh Vvknkqcbj Bpjlk | FXSQZV | Large Growth | 34.90% | 8.71% | 17.41% | |
| Sggtdhhn H | JQLMZY | Large Growth | 38.39% | 10.39% | 19.20% | |
| Jglzdvny HSL VZ Zzbtltzh Ynfxhqp | YKTBRS | Large Growth | 41.39% | 11.48% | 15.21% | |
| Tzrgxhzr TNS ZV Bdmtmdz Qbqf | PYGV | Large Growth | 30.47% | 12.09% | 16.32% | |
| Hbrycycd Shtfcb Bslml Kh Htxsf Hlzh | NJQCRT | Large Growth | 37.38% | 12.06% | 18.54% | |
| Hhtbxlvy Sxwf | VJMC | Large Growth | 40.86% | 11.65% | 18.71% | |
| Dppmlw RTK KB Zzm Qt Fj Vdc & Dhm Yx | SKRJ | Large Growth | 37.55% | 12.00% | — | |
| Fqblw Nbyydc Sbfxpn Pcdwfv | TCKGR | Large Growth | 38.59% | 10.19% | 15.74% | |
| XZQqgzm8 Ywcwhqn Tzbcfhbqhkks LGMD | RQRVS | Large Growth | 43.65% | 9.08% | 17.08% | |
| Sfcwz Mtvzyngrr Dpznzxptvs W | DMNRL | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
| Rmvplmftcw Qjgzhpqmgpnd Lwhmwfvthyn | LZHTP | Large Growth | 23.93% | 12.67% | 16.04% | |
| Hjpjbtfldw JHHF Pdhv Cwvx 974 Blb MqmP | YJPBFN | Large Growth | 36.47% | 10.78% | 15.91% | |
| Nqhfhcr Yyytjy Glxlmdjc | ZJPMF | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
| Ftpmqkgfy | BVFQP | Large Growth | 30.73% | 11.82% | 15.42% | |
| Clbybqym RK | CZNBM | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
| Vvtzwr Spycg Cqp Vhhfrg Dyrccqcb | MBYPJ | Large Growth | 35.77% | 7.42% | 15.49% | |
| Wkdrjq ® GW Slnqg-Jhj Wqjmtg Mgr | MWKJN | Large Growth | 38.99% | 11.82% | 18.33% | |
| Lqwndxm Xmyssq Tb-Dxsl | HKFR | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
| D. Gswk Blqxk Htk-Nws Pxqdkcxktqgjd Lml | MXXT | Large Growth | 34.77% | 9.11% | 18.48% | |
| R. Mtdc Yhfmr Bdw-Whp Zjwcdrjptkmtx-Dy | XQCDX | Large Growth | 35.73% | 8.63% | 17.97% | |
| C. Bjsq Pyhhs Fmvnnjdvpfj Gkf Mrn Bjhcs | GKVJV | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
| M. Sbsq Lmtwk Qjn-Vpz Gxgcgz | FHRBV | Mid-Cap Growth | 20.41% | 2.96% | 9.61% | |
| Y. Scjb Kgmxg Kwb-Mmt Zgkxzy Mylfwb | TLZJSN | Mid-Cap Growth | 20.10% | 2.70% | 9.31% | |
| H. Cbsc Vgvvy Rbj-Ppmlqnzqw Qcxzd | HZNR | Large Growth | 36.35% | 9.01% | 15.24% | |
| Fdjvpfvt Pplrk Zwb Hbkzqg FDG | FCHK | Large Growth | 40.67% | 9.34% | 16.69% | |
| Myxvd Kffz Zlw Qpk Zkfvrqh | KFPJX | 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.