Skip to Content
Our Picks

Worthy Funds That Are Finding Value in Growth

A recent growth tilt has helped set these value-oriented offerings apart from the pack.

Mentioned: , , , , , , , , ,

Coming out of a grueling recession, these past two years have presented real buying opportunities in stocks that are increasing at a faster rate than the sluggish economy. For example, growth firms such as  Netflix (NFLX),  Chipotle Mexican Grill (CMG), and  Apple (AAPL) have been on a tear.

And given that the state of the economy is uncertain, fund managers--particularly those of large-cap funds--have also been on the prowl for reasonably priced growth opportunities, with a particular emphasis on mega-cap, high-quality firms.

Large Value-Turned-Blend
To help identify solid bargain-hunting funds whose managers have turned up opportunities among companies with decent growth prospects, we turned to the  Premium Fund Screener. We started by screening for funds in the large-value category whose most recent portfolios tilted them into the "blend" area of the Morningstar Style Box. (Funds' category and style-box assignments can differ from time to time; the former are based on the fund's style-box placement during the past three years, whereas a fund's current style-box position is simply a snapshot of its most recent portfolio.) On the fees front, we called up no-load funds with expenses below the category average.

Esther Pak does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.