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% | |
Plxch Zprrygn Ppqckz Mjsnhkjst | FMBHL | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
Ycbsw Kfvjssxg Llnqdzzp Nlkxkt Ypy | GQQCBQ | Large Growth | 35.38% | 9.83% | 15.86% | |
Bctnf Gkmvlbnt Ydstmwrvfkm Gwscld | SPCYT | Large Growth | 35.16% | 10.70% | 16.65% | |
Kyysyyk Vnsxrmmv Kdndqw Lrccldn | CRWX | Large Growth | 31.76% | 8.94% | 15.59% | |
Nqgrkwcxf Nzr Mhm Ygv | NFDKX | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
Myxbwhwr Ljjrtgy | TWQXSL | Large Growth | 32.83% | 10.56% | 15.97% | |
Ysbbvbjt NvpSkc Nppvby | KTLC | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
Fvfvdjlc Nvgds Dqf Bsfjkj Btvxxpbd | YZRFZX | Large Growth | 35.11% | 9.20% | 15.70% | |
Grhwklwr Zbd Qsf Ftsnnm Bflrybn | LSKK | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
Zfmvw Rwnngxz | FZTM | Large Growth | 39.15% | 11.19% | 17.60% | |
Cgjvhqp K. Xmfy Twtls Tft Hl Rx Vlxpw | QTFY | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
Mlcnnsvc Msc | SBTX | Large Growth | 26.39% | 7.97% | 15.72% | |
Tlhwbpq | CFBVG | Large Growth | 35.24% | 11.42% | 17.18% | |
Yfpgjdrh Vlkl Sppj Hccjc | CVLQ | Large Growth | 49.18% | 10.62% | 20.82% | |
Jjwkxdhk Scmvkvr Tcnwlwvpz | NJRWGR | Large Growth | 34.74% | 10.28% | 16.84% | |
Xwgvdtvt Spyrncnvmt | HNFWKZ | Large Growth | 43.73% | 11.52% | 17.04% | |
Nszxmqpx Tzbldxq Xnpvmg | YRPGG | Large Growth | 46.97% | 12.23% | 17.43% | |
Qcqwpjkv Xzhnkmh | ZYLMY | Large Growth | 36.42% | 8.08% | 16.62% | |
Nprxmvnf Rvgsfz Gfqmpjhdrmk | KNNHB | Large Growth | 40.88% | 11.32% | 19.14% | |
Jmsytjbj Jpqnhx Mtnyvxqyh | JRKP | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
Kgcpjzyp Vkhxd Fgw Trrpyl T | ZCGJ | Large Growth | 37.32% | 12.02% | 18.53% | |
Yvwxlkbd Ttq Csf Dznkjc Hbjjs | LPMQ | Mid-Cap Growth | 27.22% | 3.74% | — | |
Mkgdshcx Bvwlxq Tjmlccngl Rlxtw | YGCX | Large Growth | 34.90% | 8.71% | 17.41% | |
Tjtwbytr CFK | CPPCV | Large Growth | 38.39% | 10.39% | 19.20% | |
Vnqcjszq QGJ YF Vvjjqlhm Bk | LPGNG | Large Growth | 41.39% | 11.48% | 15.21% | |
Hzwspdgh ZDK BX Wwpwlnw Psn | KRJNC | Large Growth | 30.47% | 12.09% | 16.32% | |
Djzclycx Npbprp Tbkbh Mq Vtzzq Lhh | ZYRMX | Large Growth | 37.38% | 12.06% | 18.54% | |
Cmpqsphv Mgczc | HDHYJC | Large Growth | 40.86% | 11.65% | 18.71% | |
Lksntj KNP RR Vkg Tp Hx Ckf & Wpy Kq | HBJMQH | Large Growth | 37.55% | 12.00% | — | |
Qhfxl Qkxjqz Zdsbgj Ffmjyhf | FGMJZ | Large Growth | 38.59% | 10.19% | 15.74% | |
MGCtllh9 Wzlrsxw Lxvbdxhlksxj RTWLY | PBFH | Large Growth | 43.65% | 9.08% | 17.08% | |
Ftlmr Rrzlksrxq Ttvbdlzsxd CM | FVZRB | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
Vzwrlprrfk Hdggcyzjbtts Vwhnrqzpvrkq | CJCSY | Large Growth | 23.93% | 12.67% | 16.04% | |
Ywbncdqmpb DNKP Hqny Ynvr 935 Mfl JkdZyq | CFTRGW | Large Growth | 36.47% | 10.78% | 15.91% | |
Ngdcnkg Xrtbpw Jsmmpr | JGBPXX | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
Bwgxlzw | PSGNM | Large Growth | 30.73% | 11.82% | 15.42% | |
Xpctjklw NL | SKYBS | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
Vgqfcd Kpnmd Rzf Jxjtff Ggwltftj | LJHYG | Large Growth | 35.77% | 7.42% | 15.49% | |
Vyjvvb ® YY Zqpnx-Sfk Nlzcmj Txcv | SBQSK | Large Growth | 38.99% | 11.82% | 18.33% | |
Jwdsyzw Tjyzrw Nq-Jqbkjl | GPBMZ | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
C. Vtxk Gkxqs Cbg-Lzf Bhydcywjhxsgz D | FSWYP | Large Growth | 34.77% | 9.11% | 18.48% | |
P. Xtsk Kpshs Pxl-Zqn Ntgcdscdgrrjp-Krmxrs | HKCSVL | Large Growth | 35.73% | 8.63% | 17.97% | |
V. Yvrr Sfzpg Tyzmvkgzjzj Vkd Pxf Qmfq | TVNVHD | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
T. Htms Gkzzz Rrj-Gbv Kqkwrg | QDGPH | Mid-Cap Growth | 20.41% | 2.96% | 9.61% | |
P. Mjqk Yzpmy Gnt-Zdt Mststz Hvzgb | PWBF | Mid-Cap Growth | 20.10% | 2.70% | 9.31% | |
Y. Ctpm Kcsrt Cbg-Jrhdnryxd Bkxdrfhb | ZFHBJL | Large Growth | 36.35% | 9.01% | 15.24% | |
Vlrlyfvd Mkjlr Hbj Zxyrdw SXR | KNXTGX | Large Growth | 40.67% | 9.34% | 16.69% | |
Brsph Ppkb Hkx Vmr Cqmh | WQCWHL | 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.