Actively Managed US Growth Funds
Active funds and ETFs attempt to outpace peers and their relative benchmarks through the active selection and review of securities. These portfolios tend to have higher relative costs compared with passive offerings. Here, we highlight those funds and ETFs that focus on stocks of growth-oriented companies. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). Often the companies are in rapidly expanding industries.
|
Name
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Adjusted Expense Ratio
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|---|
| 1290 Avantis U.S. Large Cap Growth Fund Class A
TNRAX
| Large Growth | — | 13.30% | — | — | 0.900% | $219.55M | ||
| 1290 Avantis U.S. Large Cap Growth Fund Class I
TNXIX
| Large Growth | — | 13.58% | 23.25% | 12.24% | 0.650% | $219.55M | ||
| 1290 Essex Small Cap Growth Fund Class A
ESCFX
| Small Growth | 9.17% | 24.59% | — | 1.130% | $114.31M | |||
| 1290 Essex Small Cap Growth Fund Class I
ESCJX
| Small Growth | 9.44% | 24.90% | — | 0.880% | $114.31M | |||
| 1290 Essex Small Cap Growth Fund Class R
ESCKX
| Small Growth | 8.90% | 24.28% | — | 1.380% | $114.31M | |||
| AAM Sawgrass U.S. Small Cap Quality Growth ETF
SAWS
| Small Growth | — | 10.15% | — | — | 0.550% | $7.56M | ||
| AB Concentrated Growth Fund Advisor Class
WPSGX
| Large Growth | −4.00% | 9.48% | 2.99% | 0.750% | $427.00M | |||
| AB Concentrated Growth Fund Class A
WPASX
| Large Growth | −4.23% | 9.21% | 2.73% | 1.000% | $427.00M | |||
| AB Concentrated Growth Fund Class C
WPCSX
| Large Growth | −4.96% | 8.39% | 1.96% | 1.750% | $427.00M | |||
| AB Concentrated Growth Fund Class I
WPSIX
| Large Growth | −4.05% | 9.40% | 2.92% | 0.830% | $427.00M | |||
| AB Concentrated Growth Fund Class Z
WPSZX
| Large Growth | −4.00% | 9.49% | 3.00% | 0.730% | $427.00M | |||
| AB Discovery Growth Fund Advisor Class
CHCYX
| Mid-Cap Growth | 7.89% | 14.93% | 1.10% | 0.690% | $2.53B | |||
| AB Discovery Growth Fund Class A
CHCLX
| Mid-Cap Growth | 7.66% | 14.62% | 0.86% | 0.920% | $2.53B | |||
| AB Discovery Growth Fund Class C
CHCCX
| Mid-Cap Growth | 6.68% | 13.74% | 0.09% | 1.690% | $2.53B | |||
| AB Discovery Growth Fund Class I
CHCIX
| Mid-Cap Growth | 7.83% | 14.83% | 1.04% | 0.760% | $2.53B | |||
| AB Discovery Growth Fund Class Z
CHCZX
| Mid-Cap Growth | 7.91% | 14.91% | 1.13% | 0.670% | $2.53B | |||
| AB Growth Fund Advisor Class
AGRYX
| Large Growth | 6.27% | 21.46% | 10.99% | 0.850% | $1.52B | |||
| AB Growth Fund Class A
AGRFX
| Large Growth | 6.01% | 21.16% | 10.72% | 1.100% | $1.52B | |||
| AB Growth Fund Class C
AGRCX
| Large Growth | 5.08% | 20.21% | 9.87% | 1.850% | $1.52B | |||
| AB Growth Fund Class I
AGFIX
| Large Growth | 6.23% | 21.40% | 10.92% | 0.910% | $1.52B | |||
| AB Large Cap Growth Fund Advisor Class
APGYX
| Large Growth | 5.99% | 19.33% | 10.05% | 0.550% | $21.20B | |||
| AB Large Cap Growth Fund Class A
APGAX
| Large Growth | 5.73% | 19.03% | 9.78% | 0.800% | $21.20B | |||
| AB Large Cap Growth Fund Class C
APGCX
| Large Growth | 4.92% | 18.13% | 8.96% | 1.550% | $21.20B | |||
| AB Large Cap Growth Fund Class I
ALLIX
| Large Growth | 5.97% | 19.27% | 10.01% | 0.600% | $21.20B | |||
| AB Large Cap Growth Fund Class Z
APGZX
| Large Growth | 6.08% | 19.39% | 10.12% | 0.500% | $21.20B |
United States