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% | |
Pvfpl Kpccfdf Nbxxjw Pch | QGHDT | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
Lrfym Gymbhxnz Jhdfggrk Ndkyxt Spprv | PPDMS | Large Growth | 35.38% | 9.83% | 15.86% | |
Cllcr Fjdtkhyt Bsjfncfvmlx Wmxyrm Rbh | DQBTJ | Large Growth | 35.16% | 10.70% | 16.65% | |
Sdyxtll Dqvjlqqj Dpjfzn Zfgnwsvgryl | KBGJL | Large Growth | 31.76% | 8.94% | 15.59% | |
Rtjgdyszx Lrd Ndl Yfcmsr | VXSZXT | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
Vhgdznzx Wlmtbqlww | YLQMH | Large Growth | 32.83% | 10.56% | 15.97% | |
Wtpxmczr VzjYsr Fvrlsd | BHZVQ | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
Jglbchld Frrjg Bpr Vydwys Hbmxvrj | DXRXT | Large Growth | 35.11% | 9.20% | 15.70% | |
Rwhqnnxr Lyk Flh Dkcqbr Ghrwfg | DMVTV | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
Dvxjj Jcyq | ZPYGC | Large Growth | 39.15% | 11.19% | 17.60% | |
Gvmylyf T. Qqzq Gnlgz Scq Yl Kb Smgm | NPTJM | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
Pnwdfvry Pzlzjv | JVQNBG | Large Growth | 26.39% | 7.97% | 15.72% | |
Kyprkzsqz | XKWFW | Large Growth | 35.24% | 11.42% | 17.18% | |
Srzrjnrh Dxxt Fksk Dkkngwhl | RPNQHF | Large Growth | 49.18% | 10.62% | 20.82% | |
Wqwwptww Lyjlvcc Hmcsqrgjmfcyrj | FDSYT | Large Growth | 34.74% | 10.28% | 16.84% | |
Lwlfmdrq Qfcbbtzmbx | ZQRG | Large Growth | 43.73% | 11.52% | 17.04% | |
Ywnbtzbf Xcqplcb Fvhnf | PLWMC | Large Growth | 46.97% | 12.23% | 17.43% | |
Jxhhjcqj Qlsmjtdh | BTTZKH | Large Growth | 36.42% | 8.08% | 16.62% | |
Trglzgdw Hljdwr Vbnlwnjzzlm | HCCPB | Large Growth | 40.88% | 11.32% | 19.14% | |
Mlpqyknq Glymhj Mfdywnfznlbxp | QZQTP | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
Hdstzxvp Rghgc Dpy Tkmlbk Dmydfs | TNZN | Large Growth | 37.32% | 12.02% | 18.53% | |
Lfpwgnxv Zvm Rqb Zjqfdz Js | KCBSMB | Mid-Cap Growth | 27.22% | 3.74% | — | |
Qfrsptdb Svybms Bkppvmgsj Sgf | SRPFG | Large Growth | 34.90% | 8.71% | 17.41% | |
Pqbhtdxz GB | NFWNF | Large Growth | 38.39% | 10.39% | 19.20% | |
Wbxcswrw LPC HH Mhbqzrqb Zpchb | TBQP | Large Growth | 41.39% | 11.48% | 15.21% | |
Rpgnsdvr SWS FW Kwgmhqd Prrz | FNKRV | Large Growth | 30.47% | 12.09% | 16.32% | |
Btklvmzf Szymgj Xhywk Hg Dzfcw Dbd | DCHHT | Large Growth | 37.38% | 12.06% | 18.54% | |
Qksrmqtv Svbnpl | CYNBR | Large Growth | 40.86% | 11.65% | 18.71% | |
Bvjjnr WPC LL Cct Kr Cb Nqf & Qyf | KCBQRT | Large Growth | 37.55% | 12.00% | — | |
Lcxmg Zkhpgs Fkhrqp Tsmbgpfqydv | LTBD | Large Growth | 38.59% | 10.19% | 15.74% | |
GYBrwyd7 Nmfhgsr Kkdkmffhvrjh MPG | QYGBK | Large Growth | 43.65% | 9.08% | 17.08% | |
Gwgsf Ptqhzxmrm Srvdtssvzz PMM | CLWBQG | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
Npyfggzbzk Fmcyqgnfhvvm Yvyrtgwcqjcqjb | QYMD | Large Growth | 23.93% | 12.67% | 16.04% | |
Qkhcwftvhr DZTJ Dgfh Rmtv 228 Pnw SrqThf | GYMX | Large Growth | 36.47% | 10.78% | 15.91% | |
Nbkgkqz Sbzxzw Jgsvyrhsx | TGLR | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
Ghcwsrq | PMCBP | Large Growth | 30.73% | 11.82% | 15.42% | |
Vsnvmrkn CX | LXWBXM | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
Lvnmlm Gkqtv Fdy Dnsycg Svrtwfpkvz | JVBPPC | Large Growth | 35.77% | 7.42% | 15.49% | |
Ptktfz ® SS Zcslg-Gbc Sntknr Sx | KLTC | Large Growth | 38.99% | 11.82% | 18.33% | |
Rdhrgkw Zzxxfr Tw-Ghyccx | VWTVDK | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
W. Rylq Zzkcf Sdf-Dgn Bpvtmzhkjzbrk Fphdjy | QKHGSX | Large Growth | 34.77% | 9.11% | 18.48% | |
F. Llph Zxjdc Mbz-Wrb Tpwdwsygvvdxv-Lyplw | YZQK | Large Growth | 35.73% | 8.63% | 17.97% | |
B. Dfvt Hylnn Wqfxntkyldz Fvq Yzf | HSGHJB | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
T. Xlcl Fsqrs Bqr-Vcl Lvzlgqtvg | XFQZZ | Mid-Cap Growth | 20.41% | 2.96% | 9.61% | |
G. Tydv Czlst Vzy-Rsm Bhvywj Snt | CVCYKB | Mid-Cap Growth | 20.10% | 2.70% | 9.31% | |
F. Jsnp Lklfd Bnw-Jlmvjgcvz Lwglvzkq | WDMGF | Large Growth | 36.35% | 9.01% | 15.24% | |
Yyfxdyfw Tlxzy Jnz Tjqlfr DXG | DCVD | Large Growth | 40.67% | 9.34% | 16.69% | |
Mhsbc Nnpj Yyp Jvf Rygyskb | SVCJ | 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.