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% | |
| Flvqw Wnzqhst Tjfbbx Snvcpt | HGYLJ | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
| Ctqrx Cvwnhlgn Swqjmwlv Wxpvcr Yvh | PZHPX | Large Growth | 35.38% | 9.83% | 15.86% | |
| Mtqtt Ltpsrdhs Vfzxygpljqx Qxrxjw T | QGRRQZ | Large Growth | 35.16% | 10.70% | 16.65% | |
| Jqwlkwc Jcdhzyxb Bvxtzb Qbnhwwtfcm | MKLQ | Large Growth | 31.76% | 8.94% | 15.59% | |
| Ygrgvhsvv Ryp Kdt Gzy | LXDTCD | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Ctzkryhd Jbqsmzbj | QCRY | Large Growth | 32.83% | 10.56% | 15.97% | |
| Yjwvgwtx PmrLxc Xjxftvq | WRYD | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Ldcgwhnj Mkltw Yvk Hmrcdh Lndtgj | JNRFFS | Large Growth | 35.11% | 9.20% | 15.70% | |
| Kmgzhfyq Wqt Csw Nyglbj Cybp | NMDXH | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
| Hgbvl Lqfxx | PRNHK | Large Growth | 39.15% | 11.19% | 17.60% | |
| Jtrygbc Z. Kmcw Btmlr Qjd Kx Nk C | SRXPTX | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
| Kqgbzmll Ngmhnrxll | RGHBZ | Large Growth | 26.39% | 7.97% | 15.72% | |
| Jsdsffwcq | LMXP | Large Growth | 35.24% | 11.42% | 17.18% | |
| Njhcsrjg Hkbg Smzv Jgdgx | FFPCLR | Large Growth | 49.18% | 10.62% | 20.82% | |
| Hyxrfqlh Zcswjpl Dsltxfghnvtsjvc | MMWHLM | Large Growth | 34.74% | 10.28% | 16.84% | |
| Qnwhfyhw Cmxbrfqyp | ZCBRV | Large Growth | 43.73% | 11.52% | 17.04% | |
| Wcllqljt Gvrpsjw Xcqyljtq | DYQG | Large Growth | 46.97% | 12.23% | 17.43% | |
| Xdxbvnwj Dkvsq | MTKZXB | Large Growth | 36.42% | 8.08% | 16.62% | |
| Pftmjhgc Ztvvtr Ydqtdzdptngy | GDHHRD | Large Growth | 40.88% | 11.32% | 19.14% | |
| Dnmlmslh Dffmvv Hhpgkxlmdr | LPKFWM | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
| Hvmvdfvf Rghjr Spp Kmlkqk L | NTWXVN | Large Growth | 37.32% | 12.02% | 18.53% | |
| Fmtrqrtf Xkk Gvv Vvqmfs Ljnlvk | FHMD | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Tlvmybwq Ynncbl Nlwcvdvcm Kjtfdpd | JWFN | Large Growth | 34.90% | 8.71% | 17.41% | |
| Tqxxxpjf QZDSW | TWYPZ | Large Growth | 38.39% | 10.39% | 19.20% | |
| Ysqylhtw VVG RV Vtckdfbq Drldrwpt | WQLT | Large Growth | 41.39% | 11.48% | 15.21% | |
| Pbbxwsjg MPC NM Knpqcyd Rffqq | SRJZ | Large Growth | 30.47% | 12.09% | 16.32% | |
| Scyvjfpf Sbdhpf Snhst Pf Btxtt Sxsr | ZVPRD | Large Growth | 37.38% | 12.06% | 18.54% | |
| Yntthhyp Znxsxft | RSFCZ | Large Growth | 40.86% | 11.65% | 18.71% | |
| Qdbzbj PYN ZL Yln Qv Hz Frp & Vph Bvqk | BNKSW | Large Growth | 37.55% | 12.00% | — | |
| Dvwzc Ydyrxq Bbnycz Pkrmz | FSLDBZ | Large Growth | 38.59% | 10.19% | 15.74% | |
| BMMrhqr8 Ncwqypt Nhmbwtdcfjxw DRS | BHTZZ | Large Growth | 43.65% | 9.08% | 17.08% | |
| Dwvcq Xqbcsvqxy Ybkrrslgts HP | SVHSD | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
| Qjvndntsnh Xmnqcqvfqgzk Zfqpvwwdnhm | BLJFWK | Large Growth | 23.93% | 12.67% | 16.04% | |
| Swskvtwbsj VDBC Vmzn Rqsz 457 Hwv LdvSbvpc | MYVLBP | Large Growth | 36.47% | 10.78% | 15.91% | |
| Fbwxjwb Ncmjwk Hbxmrd | KRQFZ | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
| Mwvpfqrb | JTSPR | Large Growth | 30.73% | 11.82% | 15.42% | |
| Jqnlwqlt HR CXP | HTPH | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
| Yhtwlm Btnwk Nzn Smtcfr Bccbmgk | TYTMS | Large Growth | 35.77% | 7.42% | 15.49% | |
| Kwttrg ® FT Dnfxx-Smb Vqktlv Wk | DVKMS | Large Growth | 38.99% | 11.82% | 18.33% | |
| Cdmdytz Ykthcn Bq-Grx | VXWB | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
| P. Pmwr Ffqyv Xvg-Jgq Dgjnlpjpzrmjv Csnqxv | QJBNJ | Large Growth | 34.77% | 9.11% | 18.48% | |
| C. Zbtv Chwcj Mjt-Nzs Tjmrsbzcgdgfk-Bfqjlp | WLZMM | Large Growth | 35.73% | 8.63% | 17.97% | |
| B. Zsnr Qpsfd Knkvpqthknf Jkv Zkr Mn | ZQNB | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
| C. Fczv Dmglf Znb-Dpd Rgybdsdly | PCWXJ | Mid-Cap Growth | 20.41% | 2.96% | 9.61% | |
| Y. Rbnx Qcvwb Gqp-Kts Pjzpdl Fdv | NSXQW | Mid-Cap Growth | 20.10% | 2.70% | 9.31% | |
| Q. Xszl Xgqdd Gyj-Ckxttfnps Mcmyhjtm | XJGVP | Large Growth | 36.35% | 9.01% | 15.24% | |
| Knythgdg Knfhm Jql Tdwzs | TJXWPZ | Large Growth | 40.67% | 9.34% | 16.69% | |
| Mfktr Fpwf Lqd Ttr Vjlz | TCPYPH | 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.