Large Growth Funds
Large-growth funds invest in stocks of big U.S. companies that are projected to grow faster than other large-cap stocks. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large-cap. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields).
Name
|
Ticker
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Morningstar Category
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Fund Size
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TTM Yield
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
|
Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
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---|---|---|---|---|---|---|---|---|---|---|---|
American Funds Growth Fund of Amer 529F | CGFFX | Large Growth | 266.78 Bil | — | 57 | 53 | 57 | 0.730% | $250 | No Load | Open |
American Funds Growth Fund of Amer F2 | GFFFX | Large Growth | 266.78 Bil | 0.67% | 56 | 52 | 55 | 0.400% | $250 | No Load | Open |
American Funds Growth Fund of Amer F1 | GFAFX | Large Growth | 266.78 Bil | 0.45% | 59 | 56 | 61 | 0.670% | $250 | No Load | Open |
American Funds Growth Fund of Amer 529F2 | FAFGX | Large Growth | 266.78 Bil | — | 56 | — | — | 0.410% | $250 | No Load | Open |
American Funds Growth Fund of Amer 529F3 | FFAFX | Large Growth | 266.78 Bil | — | 56 | — | — | 0.350% | $250 | No Load | Open |
Vanguard Growth Index Investor | VIGRX | Large Growth | 226.52 Bil | 0.43% | 28 | 15 | 21 | 0.170% | $3,000 | No Load | Limited |
Fidelity Contrafund | FCNTX | Large Growth | 135.90 Bil | 0.42% | 14 | 22 | 25 | 0.390% | — | No Load | Open |
American Funds AMCAP 529-F-3 | FMCMX | Large Growth | 83.93 Bil | — | 66 | — | — | 0.400% | $250 | No Load | Open |
American Funds AMCAP F2 | AMCFX | Large Growth | 83.93 Bil | 0.82% | 66 | 85 | 85 | 0.440% | $250 | No Load | Open |
American Funds AMCAP 529-F-2 | FMMMX | Large Growth | 83.93 Bil | — | 66 | — | — | 0.460% | $250 | No Load | Open |
American Funds AMCAP F1 | AMPFX | Large Growth | 83.93 Bil | 0.42% | 69 | 87 | 88 | 0.730% | $250 | No Load | Open |
American Funds AMCAP 529F1 | CAFFX | Large Growth | 83.93 Bil | — | 67 | 85 | 86 | 0.790% | $250 | No Load | Open |
Fidelity Growth Company Fund | FDGRX | Large Growth | 60.97 Bil | — | 33 | 1 | 1 | 0.720% | — | No Load | Limited |
Fidelity Blue Chip Growth | FBGRX | Large Growth | 60.61 Bil | — | 37 | 2 | 4 | 0.480% | — | No Load | Open |
T. Rowe Price Blue Chip Growth | TRBCX | Large Growth | 58.26 Bil | — | 71 | 74 | 34 | 0.710% | $2,500 | No Load | Open |
T. Rowe Price Blue Chip Growth Advisor | PABGX | Large Growth | 58.26 Bil | — | 72 | 76 | 40 | 0.970% | $2,500 | No Load | Open |
T. Rowe Price Growth Stock Adv | TRSAX | Large Growth | 48.16 Bil | — | 86 | 84 | 61 | 0.930% | $2,500 | No Load | Open |
T. Rowe Price Growth Stock | PRGFX | Large Growth | 48.16 Bil | — | 85 | 81 | 56 | 0.670% | $2,500 | No Load | Open |
Vanguard US Growth Investor | VWUSX | Large Growth | 43.79 Bil | 0.25% | 88 | 55 | 37 | 0.300% | $3,000 | No Load | Open |
Fidelity Magellan | FMAGX | Large Growth | 33.46 Bil | 0.33% | 16 | 39 | 57 | 0.420% | — | No Load | Open |
Fidelity OTC | FOCPX | Large Growth | 29.15 Bil | 0.05% | 36 | 8 | 3 | 0.790% | — | No Load | Open |
Harbor Capital Appreciation Admin | HRCAX | Large Growth | 27.54 Bil | — | 57 | 24 | 15 | 0.930% | $50,000 | No Load | Open |
Harbor Capital Appreciation Inv | HCAIX | Large Growth | 27.54 Bil | — | 59 | 25 | 17 | 1.040% | $2,500 | No Load | Open |
AB Large Cap Growth Advisor | APGYX | Large Growth | 25.89 Bil | 0.09% | 30 | 22 | 9 | 0.600% | — | No Load | Open |
American Century Ultra® Inv | TWCUX | Large Growth | 22.93 Bil | — | 42 | 13 | 9 | 0.910% | $2,500 | No Load | Open |
American Century Ultra® G | AULNX | Large Growth | 22.93 Bil | — | 29 | — | — | — | — | No Load | Open |
Fidelity Large Cap Growth Idx | FSPGX | Large Growth | 22.73 Bil | 0.66% | 9 | 10 | — | 0.035% | — | No Load | Open |
Vanguard Capital Opportunity Inv | VHCOX | Large Growth | 22.49 Bil | 0.63% | 49 | 69 | 59 | 0.430% | $3,000 | No Load | Limited |
Janus Henderson Research S | JRASX | Large Growth | 21.92 Bil | — | 27 | 41 | 52 | 1.010% | $2,500 | No Load | Open |
Janus Henderson Research D | JNRFX | Large Growth | 21.92 Bil | 0.04% | 22 | 33 | 40 | 0.620% | $2,500 | No Load | Limited |
Janus Henderson Research T | JAMRX | Large Growth | 21.92 Bil | — | 23 | 34 | 41 | 0.740% | $2,500 | No Load | Open |
T. Rowe Price Lrg Cp Gr Inv | TRGOX | Large Growth | 20.82 Bil | — | 60 | — | — | 0.700% | $2,500 | No Load | Open |
Janus Henderson Forty S | JARTX | Large Growth | 20.45 Bil | — | 72 | 46 | 20 | 0.980% | $2,500 | No Load | Open |
Janus Henderson Forty D | JFRDX | Large Growth | 20.45 Bil | 0.21% | 68 | 39 | — | 0.610% | $2,500 | No Load | Open |
Janus Henderson Forty T | JACTX | Large Growth | 20.45 Bil | 0.11% | 69 | 42 | 18 | 0.730% | $2,500 | No Load | Open |
Edgewood Growth Retail | EGFFX | Large Growth | 19.06 Bil | — | 89 | 76 | 33 | 1.400% | $3,000 | No Load | Open |
Fidelity Series Growth Company | FCGSX | Large Growth | 15.99 Bil | 0.44% | 22 | 1 | 1 | — | — | No Load | Limited |
Fidelity Nasdaq Composite Index | FNCMX | Large Growth | 15.88 Bil | 0.61% | 50 | 20 | 10 | 0.290% | — | No Load | Open |
American Century Growth Inv | TWCGX | Large Growth | 14.66 Bil | — | 24 | 21 | 26 | 0.920% | $2,500 | No Load | Open |
American Century Growth G | ACIHX | Large Growth | 14.66 Bil | — | — | — | — | — | — | No Load | Open |
Fidelity SAI US Quality Index | FUQIX | Large Growth | 13.21 Bil | 1.05% | 3 | 28 | — | 0.110% | — | No Load | Open |
TIAA-CREF Large-Cap Gr Idx Advisor | TRIHX | Large Growth | 13.12 Bil | 0.62% | 12 | 12 | — | 0.160% | — | No Load | Open |
T. Rowe Price All-Cap Opportunities Fund | PRWAX | Large Growth | 12.91 Bil | 0.17% | 36 | 9 | 6 | 0.810% | $2,500 | No Load | Open |
T. Rowe Price All-Cap Opportunities-Adv | PAWAX | Large Growth | 12.91 Bil | — | 39 | 12 | 7 | 1.060% | $2,500 | No Load | Open |
Akre Focus Retail | AKREX | Large Growth | 12.35 Bil | — | 66 | 84 | 53 | 1.310% | $2,000 | No Load | Open |
Fidelity Series Opportunistic Insights | FVWSX | Large Growth | 10.59 Bil | 0.86% | 13 | 29 | 23 | — | — | No Load | Open |
Fidelity Series Blue Chip Growth | FSBDX | Large Growth | 10.46 Bil | 0.46% | 27 | 2 | 2 | — | — | No Load | Open |
Brown Advisory Sustainable Growth Adv | BAWAX | Large Growth | 9.59 Bil | — | 30 | 28 | 11 | 1.040% | $100 | No Load | Open |
Brown Advisory Sustainable Growth Inv | BIAWX | Large Growth | 9.59 Bil | — | 27 | 24 | 8 | 0.790% | $100 | No Load | Open |
Polen Growth Investor | POLRX | Large Growth | 7.76 Bil | — | 88 | 86 | 44 | 1.230% | $3,000 | No Load | Open |
Large Growth Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.