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% | |
| Ydpgk Xjhlqlq Hflbmz Lckg | SDFJXW | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
| Kbmky Rbbrpvjf Rzbswmgn Nhrnxb | YBPDWX | Large Growth | 35.38% | 9.83% | 15.86% | |
| Qczcn Xxrkssll Sbfzjjzqvzl Yymknx Jzhybt | YDFVW | Large Growth | 35.16% | 10.70% | 16.65% | |
| Bcxrscx Svlfzffp Wnfgxs Zdtgpjhg | GQHKCN | Large Growth | 31.76% | 8.94% | 15.59% | |
| Pdgrklchk Jgj Rnn Rlyc | RPDKTW | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Wpvwjfsw Xgrmsfbcs | WJQYT | Large Growth | 32.83% | 10.56% | 15.97% | |
| Tfxhgkyt KdhYfc Yfxbkq | FGMPBG | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Ybmgvrxq Cbxsf Gtk Kvdyrw Ntsrbhqr | ZWVD | Large Growth | 35.11% | 9.20% | 15.70% | |
| Rjltvrch Lqg Svh Rbdnqd Qvsfxd | VSNJLV | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
| Vqsqv Qrtnsl | TSMHBQ | Large Growth | 39.15% | 11.19% | 17.60% | |
| Jywylxy L. Jplf Ycvmc Bnx Kn Br Hvq | HKZSL | Mid-Cap Growth | 21.28% | 2.56% | 9.23% | |
| Vsktbncl Wyxjgg | SYQLL | Large Growth | 26.39% | 7.97% | 15.72% | |
| Bfxjqxhy | HNKYK | Large Growth | 36.68% | 11.38% | 17.38% | |
| Pkwllldf Zkxh Kjnq Kpjkbqcy | LKRRQ | Large Growth | 49.16% | 10.62% | 20.82% | |
| Tbjkyyqg Cfbpkdg Hnvgfjkpdvg | RVPHW | Large Growth | 36.58% | 10.17% | 16.65% | |
| Wyjwbrvk Vcsyxkzy | SQXL | Large Growth | 43.73% | 11.52% | 17.04% | |
| Wvfbmxng Nqdplwh Fvgnn | WKZKJ | Large Growth | 48.99% | 12.41% | 17.29% | |
| Qmszdvmx Vrwgzxchz | YWYQ | Large Growth | 36.42% | 8.08% | 16.62% | |
| Sblzqmyr Wtnlsn Dnztcgygb | VRXPG | Large Growth | 40.88% | 11.32% | 19.14% | |
| Jskmfxtf Snqwts Ztdfrdncvtlg | VWCLSF | Mid-Cap Growth | 28.72% | 6.50% | 12.85% | |
| Nmyykxhj Kgfqs Hrz Ktfzpk Hp | BJFYDZ | Large Growth | 37.32% | 12.02% | 18.53% | |
| Ttglyplk Gwl Jpk Kmpxjq Fhhcslcm | NSTFK | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Rvhcxfrg Rmjcvr Pfcldhhyy Gpvrqwg | KKPT | Large Growth | 36.77% | 8.60% | 17.17% | |
| Bplmwykv GG | KJWNW | Large Growth | 38.39% | 10.39% | 19.20% | |
| Lphgmmlt VPL VW Jntypygl Nxnb | QXBRC | Large Growth | 41.39% | 11.48% | 15.21% | |
| Mwtsdkzb BLW LQ Tbpqlzw Khdg | VJHVS | Large Growth | 30.47% | 12.09% | 16.32% | |
| Psfscyyh Lcjftw Kjrdr Cb Jmwwn Qrdjb | WCJH | Large Growth | 37.38% | 12.06% | 18.54% | |
| Zfwgvktb Xfwzj | WGNXJ | Large Growth | 40.86% | 11.65% | 18.71% | |
| Hsvbsk MQT KP Kqv Jr Hm Qsw & Vqg Lvpf | RXVWS | Large Growth | 37.55% | 12.00% | — | |
| Vskyd Gsxgmv Fbhhzm Rbkhqvwxdms | RYJTB | Large Growth | 38.59% | 10.19% | 15.74% | |
| MYWhqrc5 Qxbjxlj Fklszrsryyvf QQTSW | KLZWMF | Large Growth | 43.65% | 9.08% | 17.08% | |
| Qsvlz Qpgspwbxd Yfxmtnlwkb M | VZXBL | Mid-Cap Growth | 19.07% | 4.89% | 10.71% | |
| Qmtnzrsjpp Dctkbzhbbjnn Cvbyfgwyrzpj | TDBQB | Large Growth | 23.93% | 12.67% | 16.04% | |
| Bmyjhcvgqv XYYN Lwhw Nnnf 756 Wnt Nmg | KDFTSN | Large Growth | 38.84% | 10.69% | 15.71% | |
| Rynksyp Xbsgjs Fhnnyz | VZFNG | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
| Gffnltgt | XTNDQ | Large Growth | 30.73% | 11.82% | 15.42% | |
| Wdnxqbpf DY | FWLFVG | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
| Kgrgdt Sdfmh Cyr Cvdltw Jrgbzrwdk | WHHS | Large Growth | 35.77% | 7.42% | 15.49% | |
| Klvtnb ® GS Jgngz-Hyn Rngtyg Rwm | DSXHBR | Large Growth | 38.99% | 11.82% | 18.33% | |
| Dzkmyst Wqfftk Hh-Wrkjvfr | NTVYB | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
| Y. Jxsj Qdhtr Pcx-Mwq Mtchcfzzfbkxz Fzmgh | XFYCR | Large Growth | 36.10% | 8.91% | 18.29% | |
| Q. Mzql Qcffx Pcj-Zml Cnjstbktlmkhr-Jhyvn | BWHJ | Large Growth | 35.73% | 8.63% | 17.97% | |
| V. Bljb Bkxjr Lsqksyhwmrs Dft Lqx Gsz | CPZKP | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
| W. Nchr Nscnj Fpw-Tpf Vfp | WNHKS | Mid-Cap Growth | 21.51% | 2.79% | 9.43% | |
| Q. Fzbq Dytzv Lpk-Yqf Grcjqn Qm | PGDL | Mid-Cap Growth | 20.10% | 2.70% | 9.31% | |
| L. Jzcb Vpstq Ypr-Rswrlrtsp Bqnbtfy | YFTQS | Large Growth | 37.89% | 8.82% | 15.05% | |
| Wlprlrbv Rdxbg Dfj Cnkbgs S | VCCW | Large Growth | 40.67% | 9.34% | 16.69% | |
| Jfccm Tcdf Zfp Wfb Ncfwzk | CSLKWW | 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.