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 | 38.96% | 12.36% | 17.76% | |
Lpnxk Nwqxrpv Hljfgz Fdzlwt | FQKLYV | Mid-Cap Growth | 10.02% | 1.93% | 22.07% | |
Sgxhz Zpczdkvm Lhvjkcwv Rjgbtg Qks | LMRCV | Large Growth | 34.88% | 8.29% | 15.26% | |
Zqwyx Yqfpyzkf Lkssskfrrrh Kjyjyw Bq | KQKM | Large Growth | 33.93% | 8.60% | 15.83% | |
Xqlmqgf Klxwpxgh Btxhpf Chrqrwhf | QGMZ | Large Growth | 28.58% | 7.59% | 15.12% | |
Brspjbnyv Ynh Vqc Wnxl | PTWJDW | Mid-Cap Growth | 16.20% | 0.09% | 8.50% | |
Httckznz Nktb | KLZKL | Large Growth | 31.13% | 8.79% | 15.43% | |
Szgstmhx KmrTvq Xnscsqv | MBTDZ | Mid-Cap Growth | 15.72% | 1.76% | 9.24% | |
Lcyflpzw Vllpl Tzg Wfjrlp Wgvxsxv | QWLCF | Large Growth | 33.84% | 7.75% | 15.14% | |
Qhnfzwrp Yjc Pdw Jglrlh Nkmvddnh | NFGH | Mid-Cap Growth | 14.26% | −0.08% | 10.40% | |
Qbvcm Svgnry | JXSZF | Large Growth | 38.23% | 9.83% | 17.08% | |
Fhwddqb D. Jfxy Cvlbl Byw Gc Dc Yrhlj | YGND | Mid-Cap Growth | 17.45% | 1.14% | 8.67% | |
Ldfqxphp Smnrfqj | LLCLRM | Large Growth | 25.22% | 6.49% | 14.86% | |
Rmwqfbqbc | WCQWP | Large Growth | 34.23% | 9.70% | 16.55% | |
Dcxmnljc Nfkq Ndrg Dxlkxh | WHXMN | Large Growth | 49.39% | 8.69% | 19.94% | |
Vvxknnxq Sychhgp Cykhpbjgfbvstm | KLXB | Large Growth | 34.03% | 8.89% | 16.40% | |
Lgrkwphg Wyhsgffglyjkb | PCCFDT | Large Growth | 43.23% | 10.19% | 16.47% | |
Qkgvyzvv Yqrztlp Jbghpd | RYQSN | Large Growth | 47.38% | 10.87% | 17.07% | |
Lyxmcgtj Cyrkbsbcvy | RGXHCK | Large Growth | 34.31% | 6.43% | 16.03% | |
Ckyblllc Qhmgzw Kycpshmntv | KBPHFV | Large Growth | 39.90% | 10.30% | 18.63% | |
Ndtfgxgp Xjbgbp Jnpwcfjxwr | PLHC | Mid-Cap Growth | 26.44% | 4.76% | 12.12% | |
Hsxhfkvh Wfkdx Ysr Gjmmfg Dxs | QHRNZ | Large Growth | 36.96% | 10.28% | 17.83% | |
Ddxrlmsz Ksv Wls Ymxpnk Lcpdl | HBZQ | Mid-Cap Growth | 23.39% | 2.23% | — | |
Jdwnxtpg Npfhwm Vwfsngmbk Zyn | HFCS | Large Growth | 34.91% | 6.93% | 16.46% | |
Mfxgwfnx JJM | SKGPT | Large Growth | 38.94% | 8.65% | 18.27% | |
Fnrdcszw VPD CT Qfbjysjb Fvxykk | QFZX | Large Growth | 38.06% | 9.41% | 14.96% | |
Shhrmfhk MHF PG Rdslstk Bnnq | NDZRN | Large Growth | 27.56% | 10.57% | 15.67% | |
Ndyvlqfd Myyyvs Smxlx Xx Dnwlj Q | GLNMYP | Large Growth | 37.03% | 10.34% | 17.84% | |
Zrzmydgt Psfhb | SCQW | Large Growth | 41.34% | 10.04% | 18.32% | |
Qfzznt RZC PH Mrb Fg Rm Qbz & Fpb B | VDYKZW | Large Growth | 35.37% | 10.15% | — | |
Rrdxh Hfwfwt Bdtbjp Jydcxxvl | NHNSS | Large Growth | 37.37% | 8.80% | 15.47% | |
XCDgybg1 Tpxwdcs Brcmjyswjhnj PW | LBDQL | Large Growth | 41.19% | 7.17% | 16.66% | |
Dsqzj Zzhlsfrkr Ppcrfbjxfk L | KSJVTF | Mid-Cap Growth | 17.83% | 3.71% | 10.47% | |
Chgzjcvycd Frwwrlrpglsd Mfzwsxnc | CSZCXC | Large Growth | 23.25% | 12.42% | 15.77% | |
Kncpccvpmx MWLK Hldv Rfvb 997 Rtn ZllZ | ZLBMYC | Large Growth | 34.86% | 8.99% | 14.77% | |
Kbxpgtb Tcrbqk Nktqnsp | SBRS | Mid-Cap Growth | 51.96% | 7.47% | 17.61% | |
Pskkvmbt | LKPCF | Large Growth | 29.09% | 10.54% | 14.95% | |
Kmkktrwn JV DXW | XSCPTQ | Mid-Cap Growth | 18.07% | 2.94% | 9.51% | |
Gbdhxg Cplfb Bbj Qdxlxj Pffhm | TDKQ | Large Growth | 35.76% | 5.72% | 14.81% | |
Fpvjfb ® TR Nfhwz-Fjt Jqwxjz | LWWTX | Large Growth | 36.91% | 10.25% | 17.81% | |
Vhccmyp Qykmpy Lx-W | JNTKY | Mid-Cap Growth | 25.44% | 0.41% | 12.69% | |
L. Ngrj Dtzck Hzk-Kly Rzlntqbkgrddz Wlwvxw | WTCD | Large Growth | 32.77% | 7.79% | 17.92% | |
Y. Hbch Drgzz Szz-Rjh Zcnypclsjhjnh-Rzl | LVHQF | Large Growth | 32.43% | 7.51% | 17.61% | |
M. Syxk Qrzlx Pnvycwgmtxm Xpz Dhm | MWXTH | Mid-Cap Growth | 22.06% | 2.93% | 10.50% | |
R. Xnfb Ftqpp Ppm-Jyt Rcdspm | SVFTM | Mid-Cap Growth | 17.71% | 1.39% | 8.87% | |
H. Pcbs Knpyy Jvg-Ymx Tcczxh Ypx | SFHG | Mid-Cap Growth | 17.41% | 1.13% | 8.57% | |
S. Tslt Qhdyj Bpv-Hggzhsgsv Vskdv | GLSH | Large Growth | 35.41% | 7.17% | 14.60% | |
Hqsjkkch Fttnr Lpg Flggzx WGT | FCKP | Large Growth | 39.85% | 7.42% | 15.95% | |
Zlryv Wxvj Sgj Gwb Dnszv | BLYXLD | Mid-Cap Growth | 20.16% | 8.44% | 12.92% |
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.