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).
Name
|
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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---|---|---|---|---|---|---|---|---|---|---|---|
City National Rochdale US Cor Eq Svc | CNRVX | Large Growth | 364.49 Mil | 0.54% | 37 | 78 | 74 | 0.790% | — | No Load | Open |
Capital Group US Equity | CUSEX | Large Growth | 337.33 Mil | 1.04% | 19 | 71 | 79 | 0.430% | $25,000 | No Load | Open |
Homestead Growth | HNASX | Large Growth | 331.55 Mil | — | 54 | 43 | 17 | 0.830% | $500 | No Load | Open |
Value Line Larger Companies Focused Inv | VALLX | Large Growth | 330.78 Mil | — | 89 | 89 | 66 | 1.140% | $1,000 | No Load | Open |
DWS Large Cap Focus Growth S | SCQGX | Large Growth | 329.49 Mil | — | 53 | 31 | 23 | 0.800% | $2,500 | No Load | Open |
Baron Durable Advantage Retail | BDAFX | Large Growth | 327.13 Mil | < 0.01% | 1 | 8 | — | 0.950% | $2,000 | No Load | Open |
WesMark Large Company Fund | WMKGX | Large Growth | 319.11 Mil | 0.32% | 53 | 74 | 90 | 1.120% | $1,000 | No Load | Open |
UBS US Quality Growth At Rsnbl Prc P | QGRPX | Large Growth | 254.66 Mil | 0.38% | 18 | — | — | 0.500% | $1,000 | No Load | Open |
Columbia Disciplined Growth Adv | CGQFX | Large Growth | 253.06 Mil | — | 7 | 26 | — | 0.810% | $2,000 | No Load | Open |
William Blair Growth N | WBGSX | Large Growth | 244.41 Mil | — | 59 | 48 | 57 | 1.200% | $2,500 | No Load | Open |
Wilshire Large Company Growth Invmt | DTLGX | Large Growth | 230.97 Mil | 0.08% | 47 | 48 | 47 | 1.300% | $2,500 | No Load | Open |
DF Dent Premier Growth Investor | DFDPX | Large Growth | 223.57 Mil | — | 86 | 86 | 72 | 0.990% | $2,500 | No Load | Open |
GuideStone Funds Growth Equity Index Inv | GEIZX | Large Growth | 220.67 Mil | 0.47% | — | — | — | 0.480% | $1,000 | No Load | Open |
Bridges Investment Fund | BRGIX | Large Growth | 216.65 Mil | — | 33 | 52 | 71 | 0.750% | $1,000 | No Load | Open |
Commerce Growth | CFGRX | Large Growth | 212.41 Mil | 0.24% | 25 | 35 | 23 | 0.720% | $1,000 | No Load | Open |
Frost Growth Equity Investor | FACEX | Large Growth | 211.13 Mil | — | 24 | 32 | 25 | 0.880% | $2,500 | No Load | Open |
Jackson Square Large-Cap Growth Inv | JSPJX | Large Growth | 208.55 Mil | — | 81 | 78 | 86 | 0.990% | $2,500 | No Load | Open |
The Investment House Growth | TIHGX | Large Growth | 206.17 Mil | — | 54 | 50 | 40 | 1.430% | $1,000 | No Load | Open |
Riverbridge Growth Investor | RIVRX | Large Growth | 205.77 Mil | — | 90 | 87 | 81 | 1.210% | $1,000 | No Load | Open |
AMG Montrusco Bolton Large Cap Growth N | MCGFX | Large Growth | 204.15 Mil | 0.25% | 48 | 44 | 73 | 0.910% | $2,000 | No Load | Open |
VALIC Company I Capital Appreciation | VAPPX | Large Growth | 196.35 Mil | 0.06% | 9 | 31 | 52 | 0.800% | — | No Load | Open |
Provident Trust Strategy | PROVX | Large Growth | 193.55 Mil | 1.29% | 69 | 83 | 80 | 0.970% | $1,000 | No Load | Open |
Guggenheim Directional Allocation P | TVFRX | Large Growth | 193.23 Mil | 1.61% | 70 | 97 | 98 | 1.330% | — | No Load | Open |
Nationwide Loomis All Cap Gr Eagle | NWADX | Large Growth | 190.23 Mil | — | 46 | 64 | — | 0.920% | $50,000 | No Load | Open |
Knights of Columbus Large Cap Growth S | KCGSX | Large Growth | 189.19 Mil | 0.06% | 65 | 70 | — | 1.000% | — | No Load | Open |
American Beacon Bridgeway Lg Cp Gr Inv | BLYPX | Large Growth | 186.00 Mil | 0.12% | 46 | 56 | — | 1.120% | $2,500 | No Load | Open |
Sit Large Cap Growth | SNIGX | Large Growth | 185.10 Mil | 0.06% | 23 | 24 | 33 | 1.000% | $5,000 | No Load | Open |
TCW New America Premier Equities N | TGUNX | Large Growth | 184.96 Mil | 0.08% | 24 | 51 | — | 1.180% | $2,000 | No Load | Open |
Goldman Sachs Concentrated Growth P | GACPX | Large Growth | 178.00 Mil | — | 43 | 34 | — | 0.750% | — | No Load | Open |
Goldman Sachs Concentrated Growth Inv | GGCTX | Large Growth | 178.00 Mil | — | 43 | 36 | 56 | 0.790% | — | No Load | Open |
MassMutual Disciplined Gr Adm | MPGLX | Large Growth | 177.50 Mil | — | 30 | 39 | 44 | 0.930% | — | No Load | Open |
MassMutual Disciplined Gr Svc | DEIGX | Large Growth | 177.50 Mil | — | 30 | 36 | 42 | 0.830% | — | No Load | Open |
Buffalo Growth | BUFGX | Large Growth | 166.85 Mil | — | 49 | 68 | 71 | 0.920% | $2,500 | No Load | Open |
Goldman Sachs Strategic Growth Svc | GSTSX | Large Growth | 155.04 Mil | — | 65 | 50 | 50 | 1.250% | — | No Load | Open |
Goldman Sachs Strategic Growth P | GSPPX | Large Growth | 155.04 Mil | — | 60 | 39 | — | 0.740% | — | No Load | Open |
Goldman Sachs Strategic Growth Inv | GSTTX | Large Growth | 155.04 Mil | — | 61 | 41 | 38 | 0.780% | — | No Load | Open |
Fidelity Founders | FIFNX | Large Growth | 142.41 Mil | 0.09% | 47 | 19 | — | 0.680% | — | No Load | Open |
ProFunds NASDAQ-100 Inv | OTPIX | Large Growth | 139.04 Mil | — | 42 | 17 | 7 | 1.520% | $15,000 | No Load | Open |
AB Sustainable US Thematic Advisor | FFTYX | Large Growth | 137.52 Mil | 0.51% | 73 | 65 | — | 0.650% | — | No Load | Open |
Touchstone Large Company Growth Y | TLGYX | Large Growth | 135.62 Mil | — | 46 | 51 | — | 0.830% | $2,500 | No Load | Open |
MassMutual Growth Opps Adm | MAGLX | Large Growth | 134.52 Mil | — | 94 | 88 | 84 | 1.150% | — | No Load | Open |
MassMutual Growth Opps Svc | MAGYX | Large Growth | 134.52 Mil | — | 94 | 86 | 82 | 1.050% | — | No Load | Open |
Touchstone Growth Opportunities Y | TGVYX | Large Growth | 134.25 Mil | — | 17 | 13 | 39 | 1.010% | $2,500 | No Load | Open |
AMG Renaissance Large Cap Growth N | MRLTX | Large Growth | 130.32 Mil | 0.05% | 7 | 30 | 56 | 1.000% | $2,000 | No Load | Open |
Buffalo Large Cap | BUFEX | Large Growth | 122.65 Mil | 0.03% | 21 | 39 | 28 | 0.950% | $2,500 | No Load | Open |
Capital Advisors Growth Investor | CIAOX | Large Growth | 119.83 Mil | 0.38% | 36 | 42 | 78 | 1.010% | $5,000 | No Load | Open |
Segall Bryant & Hamill All Cap Ret | SBRAX | Large Growth | 114.97 Mil | 0.44% | 68 | — | — | 0.990% | $2,500 | No Load | Open |
Zevenbergen Growth Investor | ZVNBX | Large Growth | 106.66 Mil | — | 98 | 79 | — | 1.300% | $2,500 | No Load | Open |
Chase Growth N | CHASX | Large Growth | 74.70 Mil | — | 11 | 62 | 78 | 1.150% | $2,000 | No Load | Open |
Monetta | MONTX | Large Growth | 72.47 Mil | — | 78 | 83 | 86 | 1.410% | $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.