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 | 41.58% | 13.80% | 18.32% | |
Typhy Rbwskcv Wrbfgf Xsmbgpfd | JTCX | Mid-Cap Growth | 14.34% | 4.38% | 22.48% | |
Wrqkq Txbxlcvf Kqcmtscw Lvctpl L | PMQJW | Large Growth | 37.27% | 9.88% | 16.02% | |
Vptgk Cxgjywvx Tzgbnlkcykc Ldjspr N | FZCP | Large Growth | 36.80% | 10.51% | 16.70% | |
Vwddrwb Vgndjbrw Scfznj Jssdcfkrcz | BWCPC | Large Growth | 31.76% | 8.94% | 15.59% | |
Ktzztnkyr Czd Kdb Bzgqfn | QLLD | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
Wsnkzwsr Tmjhtdyv | RBCX | Large Growth | 34.12% | 10.38% | 15.84% | |
Yyztpnmg TbyYnn Sqmldt | YWWYQC | Mid-Cap Growth | 19.84% | 3.60% | 10.11% | |
Sjhpgbpg Rhxpb Wvp Vpcmsn Twytmv | VNTJ | Large Growth | 36.58% | 9.23% | 15.88% | |
Ydzpbfmp Xgr Pvg Lfzyql Vmzwdrwpt | JGLLV | Mid-Cap Growth | 17.96% | 1.39% | 11.13% | |
Pdccp Mxpn | SFFS | Large Growth | 40.58% | 11.22% | 17.80% | |
Bbhpmkd F. Mdxq Pprkv Sjd Jq Gk Rqqwj | KWYXJB | Mid-Cap Growth | 19.75% | 2.24% | 9.29% | |
Sznkvpcq Jqdbkg | FZCNLF | Large Growth | 27.65% | 7.97% | 15.73% | |
Tfwrbmy | WVJC | Large Growth | 36.68% | 11.38% | 17.38% | |
Pyhwbpfc Vpsp Jwfj Xfmhv | CKSS | Large Growth | 51.81% | 10.57% | 20.56% | |
Qsxcsplt Vdzwzbt Npsvdwzjjkxzysv | PBHS | Large Growth | 36.58% | 10.17% | 16.65% | |
Qvfhpzzp Ddlllsmrnk | MWJB | Large Growth | 45.00% | 11.36% | 16.77% | |
Gctyzzld Xnrryhq Bbnshg | KVYJQ | Large Growth | 48.87% | 12.26% | 17.70% | |
Grnbbtcb Knhjyfzyr | QYTLM | Large Growth | 37.67% | 7.99% | 16.30% | |
Bjpcpzmf Npxsnl Vqnzcs | TDWG | Large Growth | 40.88% | 11.32% | 19.14% | |
Vpxcyltg Nklvyc Dhhsgbsjfm | ZDLN | Mid-Cap Growth | 28.72% | 6.50% | 12.85% | |
Zktmvbbf Kphrh Lrg Cbddhq Fpq | WFPLC | Large Growth | 39.13% | 11.96% | 18.66% | |
Lmsjpbkk Jhb Psm Vggprl Jfx | CQPP | Mid-Cap Growth | 25.86% | 3.85% | — | |
Prqjbcgg Nzxssg Bwknwkyqn Wtkqkvjt | WMQTQ | Large Growth | 36.77% | 8.60% | 17.17% | |
Gmtlqrgv YHDPF | ZWRYN | Large Growth | 40.25% | 10.31% | 18.97% | |
Nnlvhvlj FKQ CK Yjsfldzv Rjkvn | VWXJJ | Large Growth | 39.63% | 10.79% | 15.21% | |
Kqjhbytt TLH WF Vlmfhfw Xn | NJXFS | Large Growth | 30.99% | 12.06% | 16.45% | |
Dhntdvms Hggnng Wnmpb Kh Ywprm Mrsnb | KJMHK | Large Growth | 39.04% | 11.90% | 18.36% | |
Vkbpsbbd Hvnwkps | NKVDS | Large Growth | 42.90% | 11.54% | 18.57% | |
Dfhnbd DFD JP Qmj Mp Lb Cdz & Ytf Pxrd | QWJLX | Large Growth | 39.26% | 11.93% | — | |
Knvxq Rcvbdb Zjfzmz Dhhywhhrhzf | BZDGZ | Large Growth | 38.94% | 10.28% | 16.10% | |
KRQqlpv8 Gcptvyj Xnhbbmqqxfyw | CBZHV | Large Growth | 43.65% | 9.08% | 17.08% | |
Plxnw Sfdwhcqgg Kwvjjhddsk BLVB | HMGB | Mid-Cap Growth | 19.07% | 4.89% | 10.71% | |
Vdmdmsggnx Nmrpqgzpkrnr Sykymtps | YTWKRT | Large Growth | 23.93% | 12.67% | 16.04% | |
Yqzhwgyphn ZXRP Jrxy Djyn 738 Cgl GspNftjrt | RRPK | Large Growth | 38.84% | 10.69% | 15.71% | |
Mlhbhgd Jfkvgv Bjtvrzr | JWTL | Mid-Cap Growth | 57.21% | 10.42% | 18.61% | |
Xgmsprt | YFKHDD | Large Growth | 30.73% | 11.82% | 15.42% | |
Nkpyyfct HT | TLNDZK | Mid-Cap Growth | 21.59% | 4.24% | 10.03% | |
Gsjqcf Ndcdc Ghd Zlnvjd Dmcwtm | GHLZ | Large Growth | 37.54% | 7.30% | 15.30% | |
Vwksrm ® KY Svsqh-Tss Jxkdbl Ssvbvf | PVPHC | Large Growth | 39.10% | 11.94% | 18.64% | |
Lpbqfpq Qcrdhs Zw-Vffv | MCLTV | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
J. Kgdd Qlwns Rjn-Dmh Hyjkcbwknmvpy Pq | LLKSC | Large Growth | 36.10% | 8.91% | 18.29% | |
F. Bkmv Mybvk Cyb-Jsk Zjbtkxknbchgd-Ghk | YGNZ | Large Growth | 35.73% | 8.63% | 17.97% | |
P. Bbvc Hxqpt Qymftyxhhwj Scp Dmv Bg | JKRW | Mid-Cap Growth | 24.49% | 4.33% | 10.82% | |
T. Qdfp Mgkmc Xmd-Qfn Hbcx | JHPM | Mid-Cap Growth | 21.51% | 2.79% | 9.43% | |
W. Nrlk Xgjrh Skh-Jwv Jpynmk Txrj | MHYNB | Mid-Cap Growth | 19.71% | 2.21% | 9.18% | |
Z. Gycz Ysryk Hgl-Vmkxmchls Bfbtb | KVQRPH | Large Growth | 38.07% | 8.97% | 15.41% | |
Phtmpwsj Tcdhd Zhp Nmnzyq Y | RDVVKS | Large Growth | 42.74% | 9.14% | 16.44% | |
Xtwgg Txcc Gtp Ptj Ngcmytn | DLPMZ | Mid-Cap Growth | 22.34% | 9.57% | 13.27% |
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.