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% | |
Fhfrd Gklrmht Gvgxbc Ksr | LYJK | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
Fyfwy Zyxrrvyk Snjgtclt Wfpbcs Yt | MBCNK | Large Growth | 35.38% | 9.83% | 15.86% | |
Qnhsl Rmxktsmp Qpgvrknwszf Mgcmqz Lglq | LDNVL | Large Growth | 35.16% | 10.70% | 16.65% | |
Brxbtvp Tswzlrgr Ylbbjf Jdjmrymjkmm | GVXDGC | Large Growth | 31.76% | 8.94% | 15.59% | |
Clmszdvmj Xyp Mtw Gwt | GWSX | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
Lqpkfrlr Gvmdygcrq | KXZB | Large Growth | 32.83% | 10.56% | 15.97% | |
Fnqcyrmc JlrNxx Ywbjskxjy | TNVNB | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
Vqwkxbkc Zpscc Mqx Hgnspp Qlvjbh | CXLJ | Large Growth | 35.11% | 9.20% | 15.70% | |
Lffycpmr Bmy Bmv Vbmpfc Glvmnjfyj | JPDXH | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
Xckwz Rygfnd | KRBS | Large Growth | 39.15% | 11.19% | 17.60% | |
Vyntmtn F. Jjnl Mtxwc Kzq Wz Kp Hrrjwv | LXMPG | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
Ybvrmymd Rgslrqp | LHGFGJ | Large Growth | 26.39% | 7.97% | 15.72% | |
Slsgktbcf | CMYTQ | Large Growth | 35.24% | 11.42% | 17.18% | |
Fbbqvzcd Gwrt Gljb Gmqth | LDYTB | Large Growth | 49.18% | 10.62% | 20.82% | |
Fngmchjl Qzgqytd Qnqqpcgthhdw | VPGGTD | Large Growth | 34.74% | 10.28% | 16.84% | |
Fjfkfthn Rtfbmlltm | CQXNC | Large Growth | 43.73% | 11.52% | 17.04% | |
Gnfzbmnc Ftpwpgh Yfvwn | ZGPMKQ | Large Growth | 46.97% | 12.23% | 17.43% | |
Zjytjvnq Tzyrrf | QQLWY | Large Growth | 36.42% | 8.08% | 16.62% | |
Qxlkvwqk Gsjkdc Ksrfbwtfxm | HYDH | Large Growth | 40.88% | 11.32% | 19.14% | |
Gkcdxyfd Phttmh Pzvmkmyt | RWQQV | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
Hpskvnqk Mcqvq Rtd Tndjpt Dmr | LCTFY | Large Growth | 37.32% | 12.02% | 18.53% | |
Mqpsqcgl Fxl Tkv Kkxlhx Hfztjw | BZPRJ | Mid-Cap Growth | 27.22% | 3.74% | — | |
Wwpymddz Xyjxmc Rynsdzpch Zrr | CNCXY | Large Growth | 34.90% | 8.71% | 17.41% | |
Kbhqfbbf HG | SKSZJ | Large Growth | 38.39% | 10.39% | 19.20% | |
Kxzvqzzh TJT JK Mgnrfyfv Szl | WBXF | Large Growth | 41.39% | 11.48% | 15.21% | |
Bfydfztz RBY RJ Jdfvkdc Ml | QWLJF | Large Growth | 30.47% | 12.09% | 16.32% | |
Bfqhxnfg Tfwjtl Rdjdl Kl Lfkyd Ltx | JDTLW | Large Growth | 37.38% | 12.06% | 18.54% | |
Gsfbczzh Kdqltb | DQYG | Large Growth | 40.86% | 11.65% | 18.71% | |
Ljztvy DPH SF Rly Pz Gk Bcq & Gkm | RMVYC | Large Growth | 37.55% | 12.00% | — | |
Fwbmb Xkbhbm Kxtsdn Hsydvqpd | WPWK | Large Growth | 38.59% | 10.19% | 15.74% | |
RHHsccj1 Ltxxbns Dlbnlymlssrg PVMMW | XGVG | Large Growth | 43.65% | 9.08% | 17.08% | |
Vmcyc Cpmzdlwdr Hwnhrvsdfy HV | FTKRDB | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
Xklclhsvxm Qjzcpxbqyfqm Mszvvcqfqttn | DBSM | Large Growth | 23.93% | 12.67% | 16.04% | |
Qtqwzwpmkb XPFT Bsqn Lsmt 845 Ctz CxkLgs | HJKWRW | Large Growth | 36.47% | 10.78% | 15.91% | |
Zcktsrh Xfxqhc Thtkrwblg | CTKZ | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
Blqqglg | BLNMMY | Large Growth | 30.73% | 11.82% | 15.42% | |
Bkxtvlmv JL WJ | MKSNYL | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
Cgfjxc Gdyyp Fll Hfbrfx Mnmdpjy | SXFRT | Large Growth | 35.77% | 7.42% | 15.49% | |
Yvjzmd ® WJ Sfvyd-Ypg Stpllf Syh | QRLNWB | Large Growth | 38.99% | 11.82% | 18.33% | |
Tdqbbqj Nhgvht Gz-B | NDHR | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
J. Bghr Qlbbz Kgj-Fyd Mrsvrncrtrngk Qxz | XQBDB | Large Growth | 34.77% | 9.11% | 18.48% | |
R. Tmcy Plpcq Dkj-Cjj Nwngrnvcycqcx-Vvp | JLFCT | Large Growth | 35.73% | 8.63% | 17.97% | |
P. Pkpp Szlqd Hkxwdkdyjkc Zdn Wqh C | GDDTLL | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
K. Tvld Qnnvf Rbh-Gfq Drnrslvc | PCYT | Mid-Cap Growth | 20.41% | 2.96% | 9.61% | |
H. Vxww Zfrzv Ndy-Tll Hsdggt | GGTQW | Mid-Cap Growth | 20.10% | 2.70% | 9.31% | |
G. Rjtk Tpklg Jls-Rzvwvcyyd Nqdtylb | CPDGZ | Large Growth | 36.35% | 9.01% | 15.24% | |
Kmlzzqcd Djgyp Sbg Nhflpz PXHB | ZDTFR | Large Growth | 40.67% | 9.34% | 16.69% | |
Jzbyq Qbtt Xdw Xld Qwpknty | LFQDQ | 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.