Large Growth Funds
Large-growth funds invest in stocks of big U.S. companies that are projected to grow faster than other large-cap stocks. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large-cap. 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).
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Name
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Ticker
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Morningstar Category
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Fund Size
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TTM Yield
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
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|---|---|---|---|---|---|---|---|---|---|---|---|
| PRIMECAP Odyssey Growth | POGRX | Large Growth | 6.36 Bil | 0.46% | 67 | 86 | 72 | 0.660% | $2,000 | No Load | Open |
| Fidelity Capital Appreciation | FDCAX | Large Growth | 6.31 Bil | 0.33% | 23 | 21 | 59 | 0.610% | — | No Load | Open |
| Victory NASDAQ-100 Index | USNQX | Large Growth | 6.28 Bil | 0.54% | 11 | 4 | 2 | 0.450% | $3,000 | No Load | Open |
| Nuveen Large Cap Growth Premier | TILPX | Large Growth | 6.23 Bil | 0.02% | 62 | 43 | 24 | 0.570% | — | No Load | Open |
| Nuveen Large Cap Growth W | TILWX | Large Growth | 6.22 Bil | 0.55% | 55 | 33 | — | — | — | No Load | Open |
| Fidelity Stock Selec All Cp | FDSSX | Large Growth | 6.13 Bil | 0.67% | 55 | 58 | 77 | 0.440% | — | No Load | Open |
| Lord Abbett Growth Leaders F | LGLFX | Large Growth | 6.00 Bil | — | 89 | 49 | 31 | 0.660% | — | No Load | Open |
| Lord Abbett Growth Leaders F3 | LGLOX | Large Growth | 5.99 Bil | — | 88 | 47 | — | 0.590% | — | No Load | Open |
| Baron Partners Retail | BPTRX | Large Growth | 5.76 Bil | — | 95 | 1 | 6 | 1.300% | $2,000 | No Load | Open |
| Columbia Large Cap Growth Adv | CCGRX | Large Growth | 5.45 Bil | — | 28 | 20 | 22 | 0.750% | $2,000 | No Load | Open |
| American Century Select G | ASLDX | Large Growth | 5.30 Bil | — | — | — | — | — | — | No Load | Open |
| American Century Select Inv | TWCIX | Large Growth | 5.29 Bil | — | 32 | 29 | 28 | 0.930% | $2,500 | No Load | Open |
| Fidelity Growth Discovery | FDSVX | Large Growth | 5.17 Bil | 0.05% | 7 | 6 | 8 | 0.660% | — | No Load | Open |
| Amana Growth Investor | AMAGX | Large Growth | 5.16 Bil | 0.15% | 12 | 21 | 18 | 0.910% | $100 | No Load | Open |
| Voya Large Cap Growth Port S | IEOSX | Large Growth | 4.36 Bil | — | 35 | 57 | 53 | 0.920% | — | No Load | Open |
| JHancock Blue Chip Growth 1 | JIBCX | Large Growth | 4.07 Bil | — | 64 | 72 | 34 | 0.820% | — | No Load | Open |
| JHancock Blue Chip Growth NAV | JHBCX | Large Growth | 4.05 Bil | — | 64 | 72 | 33 | 0.770% | — | No Load | Open |
| Nicholas | NICSX | Large Growth | 4.04 Bil | 0.33% | 5 | 43 | 79 | 0.710% | $500 | No Load | Open |
| Elfun Trusts | ELFNX | Large Growth | 4.02 Bil | 0.97% | 12 | 15 | 30 | 0.180% | $500 | No Load | Open |
| Fidelity Focused Stock | FTQGX | Large Growth | 3.52 Bil | 0.52% | 4 | 15 | 26 | 0.470% | — | No Load | Open |
| Sequoia | SEQUX | Large Growth | 3.43 Bil | — | 86 | 90 | 99 | 1.000% | $5,000 | No Load | Open |
| Old Westbury All Cap Core | OWACX | Large Growth | 3.33 Bil | 0.18% | 50 | 65 | 89 | 0.960% | $1,000 | No Load | Open |
| Invesco Summit P | SMMIX | Large Growth | 3.23 Bil | — | 83 | 64 | 55 | 0.850% | — | No Load | Limited |
| Invesco Summit S | SMMSX | Large Growth | 3.22 Bil | — | 83 | 65 | 56 | 0.900% | — | No Load | Open |
| Fidelity Trend | FTRNX | Large Growth | 3.19 Bil | 0.04% | 10 | 7 | 13 | 0.490% | — | No Load | Open |
| Thrivent Large Cap Growth S | THLCX | Large Growth | 2.77 Bil | — | 40 | 24 | 28 | 0.760% | $2,000 | No Load | Open |
| Vanguard Diversified Equity Inv | VDEQX | Large Growth | 2.69 Bil | 0.84% | 66 | 63 | 76 | 0.350% | $3,000 | No Load | Open |
| Touchstone Sands Capital Select Growth Z | PTSGX | Large Growth | 2.64 Bil | — | 97 | 96 | 85 | 1.170% | $2,500 | No Load | Open |
| Touchstone Sands Capital Select Growth Y | CFSIX | Large Growth | 2.64 Bil | — | 97 | 95 | 83 | 0.920% | $2,500 | No Load | Open |
| MassMutual Blue Chip Growth Adm | MBCLX | Large Growth | 2.55 Bil | — | 49 | 59 | 28 | 0.950% | $1,000 | No Load | Open |
| MassMutual Blue Chip Growth Svc | MBCYX | Large Growth | 2.55 Bil | — | 48 | 58 | 25 | 0.850% | $1,000 | No Load | Open |
| Victory Growth | USAAX | Large Growth | 2.44 Bil | — | 42 | 59 | 47 | 0.880% | $3,000 | No Load | Open |
| Neuberger Berman Large Cap Growth Tr | NBGTX | Large Growth | 2.40 Bil | 0.07% | 23 | 15 | 61 | 1.030% | — | No Load | Limited |
| Neuberger Berman Large Cap Growth Inv | NGUAX | Large Growth | 2.40 Bil | 0.19% | 21 | 14 | 58 | 0.830% | $1,000 | No Load | Limited |
| Neuberger Berman Large Cap Growth Adv | NBGUX | Large Growth | 2.39 Bil | — | 29 | 19 | 66 | 1.340% | — | No Load | Limited |
| Schwab ® US Large-Cap Growth Idx | SWLGX | Large Growth | 2.30 Bil | 0.63% | 8 | 11 | — | 0.035% | — | No Load | Open |
| BNY Mellon Large Cap Securities Inc | DREVX | Large Growth | 2.29 Bil | 0.30% | 2 | 14 | 46 | 0.710% | $2,500 | No Load | Open |
| BNY Mellon Appreciation Investor | DGAGX | Large Growth | 2.28 Bil | 0.55% | 52 | 57 | 83 | 0.890% | $2,500 | No Load | Open |
| William Blair Large Cap Growth N | LCGNX | Large Growth | 2.25 Bil | — | 32 | 21 | 12 | 0.900% | $2,500 | No Load | Open |
| Schwab Select Large Cap Growth | LGILX | Large Growth | 2.15 Bil | — | 64 | 61 | 34 | 0.750% | — | No Load | Open |
| Victory Aggressive Growth | USAUX | Large Growth | 2.15 Bil | — | 46 | 65 | 60 | 0.680% | $3,000 | No Load | Open |
| DWS Capital Growth S | SCGSX | Large Growth | 2.06 Bil | — | 47 | 37 | 27 | 0.680% | $2,500 | No Load | Open |
| Fidelity Disciplined Equity | FDEQX | Large Growth | 1.89 Bil | 0.33% | 32 | 33 | 78 | 0.460% | — | No Load | Open |
| Rydex NASDAQ-100® Inv | RYOCX | Large Growth | 1.75 Bil | — | 20 | 7 | 4 | 1.280% | $2,500 | No Load | Open |
| Rydex NASDAQ-100® H | RYHOX | Large Growth | 1.74 Bil | — | 23 | 9 | — | 1.530% | $2,500 | No Load | Open |
| Voya Russell Large Cap Growth Idx Port S | IRLSX | Large Growth | 1.72 Bil | 0.20% | 3 | 6 | 7 | 0.680% | — | No Load | Open |
| JHFunds2 Capital Appreciation 1 | JICPX | Large Growth | 1.70 Bil | — | 45 | 19 | 11 | 0.800% | — | No Load | Open |
| JHFunds2 Capital Appreciation NAV | JHCPX | Large Growth | 1.70 Bil | — | 44 | 18 | 10 | 0.750% | — | No Load | Open |
| VALIC Company I Growth | VCULX | Large Growth | 1.68 Bil | 0.09% | 51 | 41 | 47 | 0.650% | — | No Load | Open |
| Shelton Nasdaq-100 Index Investor | NASDX | Large Growth | 1.66 Bil | 0.41% | 10 | 3 | 3 | 0.520% | $1,000 | No Load | Open |
Large Growth Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.