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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|---|---|---|---|---|---|---|---|---|---|---|---|
| Manning & Napier Equity Series S | EXEYX | Large Growth | 66.10 Mil | 0.14% | 58 | 66 | 83 | 1.060% | $2,000 | No Load | Open |
| Manning & Napier Equity Series W | MEYWX | Large Growth | 66.10 Mil | 1.13% | 45 | 49 | — | 0.060% | — | No Load | Open |
| Sextant Growth | SSGFX | Large Growth | 64.72 Mil | — | 54 | 60 | 81 | 1.000% | $1,000 | No Load | Open |
| F/m Investments Large Cap Focused Inv | IAFMX | Large Growth | 59.86 Mil | — | 41 | 26 | — | 1.160% | $1,000 | No Load | Open |
| Reynolds Blue Chip Growth | RBCGX | Large Growth | 58.19 Mil | — | 79 | 76 | 91 | 2.010% | $1,000 | No Load | Open |
| Ensemble Fund | ENSBX | Large Growth | 57.40 Mil | — | 86 | 82 | — | 1.000% | $5,000 | No Load | Open |
| LKCM Aquinas Catholic Equity | AQEIX | Large Growth | 57.21 Mil | 0.70% | 74 | 87 | 95 | 1.000% | $2,000 | No Load | Open |
| Mar Vista Strategic Growth Investor | MVSNX | Large Growth | 56.95 Mil | 0.46% | 72 | 87 | — | 1.080% | $1,000 | No Load | Open |
| Lord Abbett Focused Growth F3 | LFGOX | Large Growth | 52.77 Mil | — | 89 | 21 | — | 0.650% | — | No Load | Open |
| Lord Abbett Focused Growth F | LFGFX | Large Growth | 52.77 Mil | — | 89 | 23 | — | 0.800% | — | No Load | Open |
| Biondo Focus Investor | BFONX | Large Growth | 51.14 Mil | — | 91 | 96 | 94 | 1.510% | $1,000 | No Load | Open |
| Parnassus Growth Equity Investor | PFGEX | Large Growth | 44.05 Mil | 1.51% | — | — | — | 0.840% | $2,000 | No Load | Open |
| RiverPark Large Growth Retail | RPXFX | Large Growth | 40.69 Mil | — | 96 | 92 | 93 | 1.250% | $1,000 | No Load | Open |
| Chesapeake Growth | CHCGX | Large Growth | 40.29 Mil | — | 92 | 97 | 95 | 1.870% | $2,500 | No Load | Open |
| Monetta Young Investor Growth | MYIFX | Large Growth | 38.11 Mil | — | 46 | 70 | 77 | 1.650% | $1,000 | No Load | Open |
| Rydex S&P 500 Pure Growth H | RYAWX | Large Growth | 37.21 Mil | — | 90 | 97 | 96 | 1.550% | $2,500 | No Load | Open |
| Sector Rotation Fund | NAVFX | Large Growth | 34.06 Mil | — | 64 | 95 | 97 | 2.180% | $2,500 | No Load | Open |
| Cromwell Tran Sustainable Focus Investor | LIMAX | Large Growth | 32.68 Mil | — | 93 | 92 | 96 | 1.350% | $2,000 | No Load | Open |
| Evolutionary Tree Innovators I | INVNX | Large Growth | 28.61 Mil | — | 99 | — | — | 0.980% | $50,000 | No Load | Open |
| AMG Veritas Global Focus N | MFQAX | Large Growth | 28.15 Mil | 0.09% | 81 | 97 | 97 | 1.130% | $2,000 | No Load | Open |
| Wedgewood Retail | RWGFX | Large Growth | 27.72 Mil | — | 41 | 34 | 84 | 1.250% | $1,000 | No Load | Open |
| Plumb Equity Investor | PLBEX | Large Growth | 26.05 Mil | — | 82 | 94 | 73 | 1.510% | $2,500 | No Load | Open |
| Barrett Growth Retail | BGRWX | Large Growth | 25.85 Mil | — | 22 | 43 | 60 | 0.990% | $2,500 | No Load | Open |
| ProFunds Large Cap Growth Inv | LGPIX | Large Growth | 22.01 Mil | — | 58 | 69 | 69 | 1.780% | $15,000 | No Load | Open |
| Emerald Insights Investor | EFCNX | Large Growth | 20.71 Mil | — | 76 | 18 | — | 1.400% | $2,000 | No Load | Open |
| Tanaka Growth | TGFRX | Large Growth | 20.40 Mil | — | 68 | 7 | 94 | 2.150% | $2,000 | No Load | Open |
| Frontier HyperiUS Global Equity Service | FHGSX | Large Growth | 17.68 Mil | — | — | — | — | 0.950% | $10,000 | No Load | Open |
| Manor Growth | MNRGX | Large Growth | 15.05 Mil | 0.22% | 27 | 50 | 74 | 0.990% | $1,000 | No Load | Open |
| Guggenheim RBP® Large-Cap Market P | TVFMX | Large Growth | 10.58 Mil | 0.07% | 63 | 90 | 92 | 1.180% | — | No Load | Open |
| Fidelity Healthy Future | FAPHX | Large Growth | 9.38 Mil | 0.07% | — | — | — | 1.050% | — | No Load | Open |
| NorthQuest Capital | NQCFX | Large Growth | 7.78 Mil | — | 58 | 78 | 86 | 1.480% | $1,000 | No Load | Open |
| RiverPark/Next Century Lg Gr Retl | RPNRX | Large Growth | 2.30 Mil | — | — | — | — | 1.250% | $1,000 | No Load | Open |
| Fisher IIG US Lrg Cp Eq Env & Scl Val | ILESX | Large Growth | 261,242.00 | 1.15% | 4 | — | — | 0.470% | — | 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.