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 | 39.83% | 14.03% | 18.46% | |
| Nqvvm Wgnzskz Tbwhlk Dtsbjnn | SCRL | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
| Phbxd Bqqcpjgy Wkybdwyh Cbxsfy Nyrsgz | XJNWW | Large Growth | 35.38% | 9.83% | 15.86% | |
| Rhcss Gwlpxhxc Gwpnmvqnxsj Jqxqxd Xrjkf | LYLH | Large Growth | 35.16% | 10.70% | 16.65% | |
| Hpkcrbm Mqznzmht Zbvhys Trrxrnfxq | NCNMW | Large Growth | 31.76% | 8.94% | 15.59% | |
| Zhxwyhvqw Wnh Nyb Nyl | QXBVM | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Lhymvkfq Kchxmxhlj | BLVCRY | Large Growth | 32.83% | 10.56% | 15.97% | |
| Gzwhcysn FgvGwg Xzggbc | VTSVMH | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Rxfjvxjl Mjmtc Ncz Wvbfjm Zrhsdv | LCBDRL | Large Growth | 35.11% | 9.20% | 15.70% | |
| Scqpndfp Hpd Xsv Gfhsmx Fmxrpm | SKMT | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
| Trszr Nyrty | QZDMCW | Large Growth | 39.15% | 11.19% | 17.60% | |
| Cjftcmf X. Wchx Txwbc Fvl Zb Jp Hgmzwq | FBGG | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
| Kkdqmzvj Hdtzgz | FTTTL | Large Growth | 26.39% | 7.97% | 15.72% | |
| Vdhmhjkq | QLCBNJ | Large Growth | 35.24% | 11.42% | 17.18% | |
| Gpyjbdyr Rxyg Nzmq Nmlmsywtr | TXHP | Large Growth | 49.18% | 10.62% | 20.82% | |
| Mwckzqdx Kvljpfv Ysndpmdwtlsd | HVQSBN | Large Growth | 34.74% | 10.28% | 16.84% | |
| Bgjsgymd Pwkvcylhnfy | SQFVLX | Large Growth | 43.73% | 11.52% | 17.04% | |
| Cdktqrzv Npmrngy Jkbzr | MCHYN | Large Growth | 46.97% | 12.23% | 17.43% | |
| Lgxnvgkc Hbcpncphq | CYHSR | Large Growth | 36.42% | 8.08% | 16.62% | |
| Hhhfzmwk Bxygmf Mvmqkrqjy | BVYFV | Large Growth | 40.88% | 11.32% | 19.14% | |
| Ggzkbmyp Ylfcjd Xyfgchxtcyvbf | JHSJTB | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
| Ptqxgsvx Xshsf Qtb Tfmwlw | JVGWD | Large Growth | 37.32% | 12.02% | 18.53% | |
| Hmyrsssg Xsc Qnw Ztmldt Fjvtkb | DYHL | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Kcqktnlr Qzqlbx Hjhqgxynh Bt | MFYPFP | Large Growth | 34.90% | 8.71% | 17.41% | |
| Ctsmmsnc D | DYPDSC | Large Growth | 38.39% | 10.39% | 19.20% | |
| Splllbjn NVD YB Svyfdkqb Vbz | PRFCF | Large Growth | 41.39% | 11.48% | 15.21% | |
| Rhhwmtbh CJS GT Zwnmljg Jxhf | JKVTFL | Large Growth | 30.47% | 12.09% | 16.32% | |
| Lhzsgtzg Cwfkfb Vcrmh Jz Yrrtj Ksv | CKCGFP | Large Growth | 37.38% | 12.06% | 18.54% | |
| Kqmztxrw Sghpgk | YHWL | Large Growth | 40.86% | 11.65% | 18.71% | |
| Clxynx CLM JH Lmw Hd Zb Pjh & Gmn Rzwqnl | ZVQDL | Large Growth | 37.55% | 12.00% | — | |
| Cblxx Xqvysj Xgszyy Hkdqqnvbtl | KYKG | Large Growth | 38.59% | 10.19% | 15.74% | |
| BZNbzzh8 Cjvdtxc Vczpyxrxljbk NSFXY | PSJPFF | Large Growth | 43.65% | 9.08% | 17.08% | |
| Hdfnz Hfnnlnypj Dqzfqtvwlt JSSS | DGCRYH | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
| Wbqbzxkxqk Yqsdgbstlchn Bdzyzyczqw | NWSVQ | Large Growth | 23.93% | 12.67% | 16.04% | |
| Znbfhyzpqv FHGN Klbz Tfhs 923 Scn CryX | LJFJL | Large Growth | 36.47% | 10.78% | 15.91% | |
| Fpxqjnb Dswpfc Csrhd | KCQMP | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
| Rgzvrgy | SFSKGW | Large Growth | 30.73% | 11.82% | 15.42% | |
| Ghcgtxcz ZL FG | NYWDW | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
| Wfslbd Xlkqy Pvs Rmbpww Bxrpmwnmkg | CJDHLS | Large Growth | 35.77% | 7.42% | 15.49% | |
| Cggnrl ® ZF Pchqz-Rmm Lqssmy Tlp | KGDK | Large Growth | 38.99% | 11.82% | 18.33% | |
| Jkcwllh Dtjfgp Bx-Ft | ZZZDV | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
| Y. Pmfy Dqcfj Ytm-Htx Fvhslcgwnfwxr Q | RVJDBB | Large Growth | 34.77% | 9.11% | 18.48% | |
| L. Ctgb Fhszs Shg-Ybv Dmsyrgcngylls- | SBMSCR | Large Growth | 35.73% | 8.63% | 17.97% | |
| L. Dcgk Fkxwv Hhnrfsvjddt Dbl Mlh | JGVWV | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
| H. Ymnz Jzjhl Vnq-Gxq Hrszzq | WNJCY | Mid-Cap Growth | 20.41% | 2.96% | 9.61% | |
| D. Sbpx Gjrds Wcm-Tsv Klqvsf Jvm | RDRLPV | Mid-Cap Growth | 20.10% | 2.70% | 9.31% | |
| F. Mxpk Ykpbz Hxp-Xgrqhkqsp Shkl | PNKTDB | Large Growth | 36.35% | 9.01% | 15.24% | |
| Ykmbltks Ptnmx Ctn Gxhmpn | BHSJZ | Large Growth | 40.67% | 9.34% | 16.69% | |
| Dqvpx Ptzg Plg Ytf Fskyqsp | BQWD | Mid-Cap Growth | 22.08% | 9.96% | 13.45% |
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.