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
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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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---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Capital Appreciation | FDCAX | Large Growth | 6.58 Bil | 0.31% | 32 | 30 | 61 | 0.610% | — | No Load | Open |
Victory NASDAQ-100 Index | USNQX | Large Growth | 6.48 Bil | 0.51% | 9 | 3 | 2 | 0.450% | $3,000 | No Load | Open |
Fidelity Stock Selec All Cp | FDSSX | Large Growth | 6.37 Bil | 0.65% | 64 | 67 | 79 | 0.440% | — | No Load | Open |
PRIMECAP Odyssey Growth | POGRX | Large Growth | 6.34 Bil | 0.44% | 71 | 80 | 74 | 0.660% | $2,000 | No Load | Open |
Nuveen Large Cap Growth W | TILWX | Large Growth | 6.31 Bil | 0.52% | 58 | 31 | — | — | — | No Load | Open |
Nuveen Large Cap Growth Premier | TILPX | Large Growth | 6.31 Bil | 0.02% | 64 | 41 | 25 | 0.570% | — | No Load | Open |
Lord Abbett Growth Leaders F3 | LGLOX | Large Growth | 6.11 Bil | — | 85 | 48 | — | 0.590% | — | No Load | Open |
Lord Abbett Growth Leaders F | LGLFX | Large Growth | 6.11 Bil | — | 85 | 49 | 29 | 0.660% | — | No Load | Open |
Baron Partners Retail | BPTRX | Large Growth | 5.63 Bil | — | 95 | 2 | 7 | 1.300% | $2,000 | No Load | Open |
Columbia Large Cap Growth Adv | CCGRX | Large Growth | 5.62 Bil | — | 24 | 16 | 19 | 0.750% | $2,000 | No Load | Open |
Fidelity Growth Discovery | FDSVX | Large Growth | 5.54 Bil | 0.05% | 13 | 8 | 8 | 0.660% | — | No Load | Open |
American Century Select G | ASLDX | Large Growth | 5.44 Bil | — | — | — | — | — | — | No Load | Open |
American Century Select Inv | TWCIX | Large Growth | 5.44 Bil | — | 28 | 25 | 25 | 0.930% | $2,500 | No Load | Open |
Amana Growth Investor | AMAGX | Large Growth | 5.24 Bil | 0.14% | 18 | 24 | 19 | 0.910% | $100 | No Load | Open |
Voya Large Cap Growth Port S | IEOSX | Large Growth | 4.43 Bil | — | 35 | 55 | 49 | 0.920% | — | No Load | Open |
JHancock Blue Chip Growth NAV | JHBCX | Large Growth | 4.13 Bil | — | 60 | 66 | 34 | 0.770% | — | No Load | Open |
JHancock Blue Chip Growth 1 | JIBCX | Large Growth | 4.13 Bil | — | 61 | 65 | 36 | 0.820% | — | No Load | Open |
Elfun Trusts | ELFNX | Large Growth | 4.07 Bil | 0.92% | 16 | 19 | 30 | 0.180% | $500 | No Load | Open |
Nicholas | NICSX | Large Growth | 4.03 Bil | 0.33% | 15 | 57 | 80 | 0.710% | $500 | No Load | Open |
Fidelity Focused Stock | FTQGX | Large Growth | 3.94 Bil | 0.48% | 6 | 17 | 24 | 0.470% | — | No Load | Open |
Fidelity Trend | FTRNX | Large Growth | 3.41 Bil | 0.04% | 9 | 10 | 12 | 0.490% | — | No Load | Open |
Sequoia | SEQUX | Large Growth | 3.41 Bil | — | 86 | 88 | 99 | 1.000% | $5,000 | No Load | Open |
Old Westbury All Cap Core | OWACX | Large Growth | 3.35 Bil | 0.17% | 55 | 72 | 88 | 0.960% | $1,000 | No Load | Open |
Invesco Summit P | SMMIX | Large Growth | 3.27 Bil | — | 83 | 58 | 52 | 0.850% | — | No Load | Limited |
Invesco Summit S | SMMSX | Large Growth | 3.27 Bil | — | 83 | 58 | 54 | 0.900% | — | No Load | Open |
Thrivent Large Cap Growth S | THLCX | Large Growth | 2.85 Bil | — | 41 | 24 | 28 | 0.760% | $2,000 | No Load | Open |
Vanguard Diversified Equity Inv | VDEQX | Large Growth | 2.69 Bil | 0.81% | 71 | 69 | 77 | 0.350% | $3,000 | No Load | Open |
MassMutual Blue Chip Growth Adm | MBCLX | Large Growth | 2.61 Bil | — | 50 | 52 | 30 | 0.950% | $1,000 | No Load | Open |
MassMutual Blue Chip Growth Svc | MBCYX | Large Growth | 2.61 Bil | — | 49 | 50 | 27 | 0.850% | $1,000 | No Load | Open |
Touchstone Sands Capital Select Growth Z | PTSGX | Large Growth | 2.51 Bil | — | 96 | 96 | 87 | 1.170% | $2,500 | No Load | Open |
Touchstone Sands Capital Select Growth Y | CFSIX | Large Growth | 2.51 Bil | — | 96 | 94 | 85 | 0.920% | $2,500 | No Load | Open |
Victory Growth | USAAX | Large Growth | 2.51 Bil | — | 40 | 52 | 44 | 0.880% | $3,000 | No Load | Open |
Neuberger Berman Large Cap Growth Tr | NBGTX | Large Growth | 2.43 Bil | 0.07% | 30 | 20 | 59 | 1.030% | — | No Load | Limited |
Neuberger Berman Large Cap Growth Adv | NBGUX | Large Growth | 2.43 Bil | — | 35 | 24 | 64 | 1.340% | — | No Load | Limited |
Neuberger Berman Large Cap Growth Inv | NGUAX | Large Growth | 2.43 Bil | 0.18% | 28 | 18 | 54 | 0.830% | $1,000 | No Load | Limited |
Schwab ® US Large-Cap Growth Idx | SWLGX | Large Growth | 2.43 Bil | 0.59% | 8 | 11 | — | 0.035% | — | No Load | Open |
BNY Mellon Large Cap Securities Inc | DREVX | Large Growth | 2.33 Bil | 0.29% | 2 | 22 | 47 | 0.710% | $2,500 | No Load | Open |
William Blair Large Cap Growth N | LCGNX | Large Growth | 2.28 Bil | — | 39 | 33 | 14 | 0.900% | $2,500 | No Load | Open |
BNY Mellon Appreciation Investor | DGAGX | Large Growth | 2.26 Bil | 0.53% | 60 | 63 | 82 | 0.890% | $2,500 | No Load | Open |
Schwab Select Large Cap Growth | LGILX | Large Growth | 2.19 Bil | — | 61 | 59 | 34 | 0.750% | — | No Load | Open |
Victory Aggressive Growth | USAUX | Large Growth | 2.19 Bil | — | 43 | 54 | 56 | 0.680% | $3,000 | No Load | Open |
DWS Capital Growth S | SCGSX | Large Growth | 2.10 Bil | — | 48 | 42 | 30 | 0.680% | $2,500 | No Load | Open |
Fidelity Disciplined Equity | FDEQX | Large Growth | 1.98 Bil | 0.31% | 34 | 38 | 75 | 0.460% | — | No Load | Open |
Rydex NASDAQ-100® Inv | RYOCX | Large Growth | 1.88 Bil | — | 17 | 5 | 5 | 1.280% | $2,500 | No Load | Open |
Rydex NASDAQ-100® H | RYHOX | Large Growth | 1.88 Bil | — | 21 | 5 | — | 1.530% | $2,500 | No Load | Open |
Voya Russell Large Cap Growth Idx Port S | IRLSX | Large Growth | 1.77 Bil | 0.22% | 3 | 5 | 6 | 0.680% | — | No Load | Open |
Shelton Nasdaq-100 Index Investor | NASDX | Large Growth | 1.72 Bil | 0.39% | 8 | 3 | 3 | 0.520% | $1,000 | No Load | Open |
JHFunds2 Capital Appreciation 1 | JICPX | Large Growth | 1.71 Bil | — | 45 | 16 | 13 | 0.800% | — | No Load | Open |
JHFunds2 Capital Appreciation NAV | JHCPX | Large Growth | 1.71 Bil | — | 45 | 16 | 12 | 0.750% | — | No Load | Open |
American Century Focused Dynamic Gr G | ACFGX | Large Growth | 1.70 Bil | — | 83 | 20 | — | 0.010% | — | 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.