Growth Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
---|---|---|---|---|---|---|
Baron Durable Advantage Retail | BDAFX | Large Growth | 39.78% | 13.27% | 18.04% | |
Gknyp Htgpcjp Mzpsml Cczdbxr | FQQLF | Mid-Cap Growth | 10.02% | 1.93% | 22.07% | |
Zsrgl Zxmlblgg Gfwxwvcq Rlprxy Hwz | QYYTF | Large Growth | 36.11% | 9.24% | 15.44% | |
Qfrwd Xcnljqtg Lflzcxfhjyh Rjrjtz Vtw | TXPGD | Large Growth | 34.30% | 9.56% | 15.97% | |
Bvfgmwt Whddyqll Ykbzyk Rtjltcfl | XJPPTJ | Large Growth | 28.58% | 7.59% | 15.12% | |
Rbrnmkpdz Rcs Wnv Qz | TLVN | Mid-Cap Growth | 17.80% | 0.44% | 8.67% | |
Kndtsyfh Qpptc | GCKYX | Large Growth | 31.20% | 9.62% | 15.51% | |
Spqjbzpt GhyStw Pljfwddwy | GQLTH | Mid-Cap Growth | 18.15% | 2.75% | 9.57% | |
Hcsrbvnk Nqlbt Zbh Bwmxvg Pmfzw | QJMJFK | Large Growth | 35.06% | 7.96% | 15.32% | |
Frgmnynm Xbr Ssf Qmgpkc Rpnvyxy | WJZQSR | Mid-Cap Growth | 16.45% | 0.26% | 10.72% | |
Txgms Lpgbh | XJFT | Large Growth | 38.64% | 10.56% | 17.19% | |
Gkdrmtq Z. Lzwh Lgzln Jvw Mx Xv | RQLF | Mid-Cap Growth | 18.54% | 1.87% | 8.80% | |
Nhhhgnkg Ybvwtztq | HBDTDX | Large Growth | 26.20% | 7.22% | 15.12% | |
Hqzbhzc | WHQKM | Large Growth | 34.23% | 9.70% | 16.55% | |
Wclzbngg Vfqf Xwhh Pxszgfgr | SMKT | Large Growth | 50.63% | 8.77% | 20.10% | |
Pvnnjtkg Mgphnqs Xmqbgczgpw | TQVHG | Large Growth | 35.29% | 9.05% | 16.56% | |
Dfmxcnlw Kgfbvhcsxc | DJMNMG | Large Growth | 44.08% | 10.33% | 16.61% | |
Nlkpbpnl Nqcpphh Dpwrsqv | SMGJZN | Large Growth | 47.53% | 11.75% | 17.16% | |
Fsphxxqj Qqtqfkjfz | SVNB | Large Growth | 34.40% | 7.13% | 16.03% | |
Zsmylfcm Vtmpwt Mmrphyg | LJLQC | Large Growth | 39.90% | 10.30% | 18.63% | |
Zrvdzydp Xqpnpb Gylvsyxtqz | TRGBZG | Mid-Cap Growth | 27.23% | 4.93% | 12.26% | |
Rgvvfwcg Mwdkw Rcp Fkhhgb Z | FGNJD | Large Growth | 36.96% | 10.28% | 17.83% | |
Rcrvlnwj Qbx Qkz Tyhjwx Mzzh | DYMHG | Mid-Cap Growth | 24.49% | 2.46% | — | |
Lkcpmjyh Hssymx Bdgffwsrn Krkwv | BVNPY | Large Growth | 34.25% | 7.89% | 16.61% | |
Wddnnylr YXN | XDCDK | Large Growth | 38.94% | 8.65% | 18.27% | |
Lghfscqb PBG FD Lqmdshxj Tysgq | RJJTXT | Large Growth | 38.59% | 9.55% | 15.05% | |
Lbbchvyx XGQ QT Rcbrlrt Lmvlynh | BZHVN | Large Growth | 28.40% | 11.24% | 15.79% | |
Zsfwvqxh Sqrrwb Tvlzp Pv Lbnsg Cttw | THJWJ | Large Growth | 36.54% | 11.20% | 17.93% | |
Wyxtpbyx Ngbdh | KSPF | Large Growth | 41.34% | 10.04% | 18.32% | |
Qchpnt VLS LS Xfb Hw Jx Xvs & Dlb Fzktpf | KTLJT | Large Growth | 36.89% | 10.36% | — | |
Nrngv Kbfwlm Hdnzpv Pwbdqjmmrwx | WPQMF | Large Growth | 38.25% | 8.87% | 15.56% | |
XBCfhlt6 Zcvcqfw Qbtdgjlfthdy | KLGQB | Large Growth | 41.19% | 7.17% | 16.66% | |
Zybqx Lncbvpvrv Qypvpxhdrn FC | FTDTR | Mid-Cap Growth | 18.57% | 4.38% | 10.54% | |
Xtgtjvvsjv Wjjfdmmlzrpd Dphzdsxjydk | ZFQJF | Large Growth | 23.25% | 12.42% | 15.77% | |
Ddtfgybkcr ZCVB Yqtb Crdk 954 Dvl CfqSch | YHQTN | Large Growth | 35.95% | 8.99% | 14.86% | |
Csymvhb Lqthwy Ymhkbxnw | KBBYM | Mid-Cap Growth | 55.00% | 9.21% | 17.93% | |
Swqwgtc | RBYBWD | Large Growth | 29.22% | 11.24% | 15.08% | |
Wzkjcvhw SW VPY | VHKKW | Mid-Cap Growth | 19.29% | 3.12% | 9.65% | |
Wstcfg Yfynp Znp Dgsyzb Wqdfnsznr | GBYM | Large Growth | 35.64% | 6.79% | 14.99% | |
Cpvtfm ® HK Yxhwx-Mpq Fpfjmk Fsskgr | STKH | Large Growth | 36.91% | 10.25% | 17.81% | |
Vdzkppd Klzrtb Qb-C | QVHGJT | Mid-Cap Growth | 26.06% | 2.56% | 12.90% | |
J. Fylf Srjrk Xtf-Vnt Rvfsdrjvnchtn Hybz | VWSDQ | Large Growth | 32.77% | 7.79% | 17.92% | |
G. Bcfn Cyywl Wgr-Tzg Pgmfrhmvsvkyp-Lnd | LKBGZC | Large Growth | 32.43% | 7.51% | 17.61% | |
F. Scsg Gmsfp Rrpsctqfqks Vyt Grp Nc | TNWNBR | Mid-Cap Growth | 22.06% | 2.93% | 10.50% | |
Y. Vyyz Vpfsx Lvf-Pjn Yjslrzbj | MNLGG | Mid-Cap Growth | 18.82% | 2.13% | 9.00% | |
P. Xspl Qxvhm Kyy-Wbs Kcwjbw Cdkr | TXRB | Mid-Cap Growth | 18.51% | 1.87% | 8.70% | |
S. Zhbh Jthst Gpf-Xbzscznfz Dpwg | DQNMQ | Large Growth | 36.41% | 7.27% | 14.70% | |
Jxhcftbm Spvjy Wnf Fgqzsx | YSBGG | Large Growth | 41.27% | 7.59% | 16.12% | |
Ypmqj Fqqq Lyd Tvm Jqyqsgcwn | WGNK | Mid-Cap Growth | 21.40% | 9.34% | 13.20% |
List Criteria
Mid- and Large-Cap Growth Funds
These funds primarily own what Morningstar identifies as “growth” stocks (which fall into the growth squares of the Morningstar style box). The growth classification is based on forward-looking measures (including long-term projected earnings growth) and historical measures (including earnings growth, sales growth, cash flow growth, and book value growth).
Gold- and Silver-Rated Funds
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Open to New InvestmentAll the funds on this list are open for new investment. Sometimes mutual funds will close to new investors-or even restrict existing fundholders from investing more money-when the fund is receiving more money than the management team believes it can invest effectively. Closing a fund under these circumstances is usually considered investor-friendly, as funds that get too big can sometimes suffer performance problems later. Even though new investors can’t get into closed funds (so such funds are not included here), closed funds that are rated Gold, Silver, or Bronze may be worth putting on a watch list.
Average Economic Moat Rating: Narrow or Higher
The idea of an economic moat refers to how likely companies are to keep competitors at bay for an extended period. Stocks are individually rated by Morningstar equity analysts as Wide (strong competitive advantage), Narrow (some competitive advantage), and None (no competitive advantage). Morningstar calculates an average economic moat score for mutual funds by utilizing the economic moat ratings assigned to each fund’s underlying stock holdings. At least 50% of a fund’s underlying holdings (as of its most recently reported portfolio) must have a moat rating in order for the fund to receive a moat score.
4- and 5-Star Funds
The Morningstar Rating for Funds (known as the star rating) compares a fund’s risk-adjusted returns to other funds in the same category. (“Risk-adjusted” simply means the star rating also considers the amount of volatility a fund took on in achieving its returns. Given two funds that achieved the same return, investors would generally prefer the less volatile one.) After adjusting for risk and accounting for sales charges, funds are assigned 1 to 5 stars based on how well they've performed for an apples-to-apples comparison to similar funds. Within each Morningstar Category, the top 10% of funds receive 5 stars and the bottom 10% receive 1 star. Funds are rated for up to three time periods-three, five, and 10 years-and these ratings are combined to produce an overall rating. Ratings are quantitative, based entirely on a mathematical evaluation of past performance. They’re a useful tool for identifying funds worthy of further research but shouldn’t be considered buy or sell signals by themselves.
Share Class Exclusions Applied
Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. In some cases, certain share classes may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. We've limited our list to funds that are primarily used by and available to individual, or retail, investors.