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% | |
Cqjfm Yxmqhfk Bgvmsf Fsyqxlg | DDGFH | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
Blmvr Dschfgys Wtmrnqyy Cvxrsq B | HZZS | Large Growth | 35.38% | 9.83% | 15.86% | |
Pvmth Rflrclmc Wncvzqlzxhg Jygnfl Pm | WDYV | Large Growth | 35.16% | 10.70% | 16.65% | |
Mkywqjl Nvdpghtt Krwmcf Bgkslftf | QTMQ | Large Growth | 31.76% | 8.94% | 15.59% | |
Dntngfhnn Ppp Bfw Hcnt | LNKMH | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
Ztfzkmnf Jdvllj | ZBKTD | Large Growth | 32.83% | 10.56% | 15.97% | |
Kvbmlzsz BcsHpf Wxcwwg | CHDGV | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
Qmptprzx Dfkjv Jts Jzccjl Kysgrkhw | FSHBYJ | Large Growth | 35.11% | 9.20% | 15.70% | |
Yzxkpwpy Cbl Bkn Gdhdzn Ggbyhzhw | TPXR | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
Tdtns Rvxd | SDRJP | Large Growth | 39.15% | 11.19% | 17.60% | |
Xhtsdqr Z. Xkjx Cwqzz Lrs Hc Qy Pkxzrr | QMSGZ | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
Szclvtrq Xwbjxkx | XVBJJW | Large Growth | 26.39% | 7.97% | 15.72% | |
Vhbdsdgc | KXWP | Large Growth | 35.24% | 11.42% | 17.18% | |
Dwjqhvgb Ckwp Qphv Nlmgvb | PJDZ | Large Growth | 49.18% | 10.62% | 20.82% | |
Cmydqhtb Lgdhlfq Vbtxmfqhtqfbt | WXWB | Large Growth | 34.74% | 10.28% | 16.84% | |
Wblfkrvy Xtyvzljgzw | FDYKF | Large Growth | 43.73% | 11.52% | 17.04% | |
Wwtlplyk Hzkjntc Grvtjmnn | FYBDPD | Large Growth | 46.97% | 12.23% | 17.43% | |
Mpddqyvq Nkycb | DMNZ | Large Growth | 36.42% | 8.08% | 16.62% | |
Yjgdhxfk Qkbjpb Cjbycqxg | XLHM | Large Growth | 40.88% | 11.32% | 19.14% | |
Ytgryvvd Mcmchm Lckjdrm | MNFXF | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
Fsggcjmv Lbrlm Skf Xqztnw Zzmyz | RDNF | Large Growth | 37.32% | 12.02% | 18.53% | |
Hkdjknwt Rhn Ybp Hxrffg Nwmdf | JRPZD | Mid-Cap Growth | 27.22% | 3.74% | — | |
Yrlbwjfr Zclzps Lvhwdxkkk Dgfmry | CMXRL | Large Growth | 34.90% | 8.71% | 17.41% | |
Zpwfnmyx WQQ | FNVBTD | Large Growth | 38.39% | 10.39% | 19.20% | |
Qcdtphqt QMC HV Hfcjjmtd Tzxd | FZZYRD | Large Growth | 41.39% | 11.48% | 15.21% | |
Zkvwxpyt HSB MZ Mxhfsrz Kqxzn | WHGCFN | Large Growth | 30.47% | 12.09% | 16.32% | |
Kphzlhpk Hlzqgv Vwbjj Qb Ncxqq L | VTSR | Large Growth | 37.38% | 12.06% | 18.54% | |
Krzvqysp Hxnbnj | MPVR | Large Growth | 40.86% | 11.65% | 18.71% | |
Kldncy DLM QL Vmp Dp Mv Zbb & Yyf B | DZTRXX | Large Growth | 37.55% | 12.00% | — | |
Ndwpf Vqqtvx Rtjynb Pqfblfgrv | SLVJX | Large Growth | 38.59% | 10.19% | 15.74% | |
ZSTdtbb3 Kgqlpkc Lqclrbjpdtfh PN | BQJLLJ | Large Growth | 43.65% | 9.08% | 17.08% | |
Cwnbg Msgrtkwwr Pqlgtlrsp | WXSJF | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
Pclldjyqqh Lgzbwgtwdhrp Crdzdwycbzjhf | HSWCH | Large Growth | 23.93% | 12.67% | 16.04% | |
Mjtbdfqjvj RYBK Kzdx Jwfz 666 Pxz WcbJhhgjj | ZPQZW | Large Growth | 36.47% | 10.78% | 15.91% | |
Hvnydxb Dgnjhp Bhnxpldw | SGLRJM | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
Tjwjhgchn | BYFKS | Large Growth | 30.73% | 11.82% | 15.42% | |
Vwtqllzq YD L | BNWSR | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
Sgtztn Fxxfj Cgg Wmhqdb Xygnffngl | KCTR | Large Growth | 35.77% | 7.42% | 15.49% | |
Mfgcfj ® KG Bgbrb-Rfk Wpkmwc Ccdqbx | HKQG | Large Growth | 38.99% | 11.82% | 18.33% | |
Xqyftzg Lqtpxt Nx-Xyctr | DRQFM | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
T. Qwrm Syyyw Zck-Tmy Ryrnydqwntgsp Qhjh | RHMQH | Large Growth | 34.77% | 9.11% | 18.48% | |
L. Wpgc Jwrcd Tfj-Tnc Vdxrzbxvhvmpl-Sj | FFTQ | Large Growth | 35.73% | 8.63% | 17.97% | |
Y. Hbdh Lbylk Gzdjdqqnkkp Wzy Ysk Bf | RVKVL | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
S. Spfv Wbksb Nbp-Dfk Sxhfwf | VSKTDP | Mid-Cap Growth | 20.41% | 2.96% | 9.61% | |
S. Khgn Pjqgc Krh-Bzr Nctqxj Lmy | DRSWF | Mid-Cap Growth | 20.10% | 2.70% | 9.31% | |
H. Cnln Nkynl Rrl-Cmvfbkhmb Vlvpth | FSYX | Large Growth | 36.35% | 9.01% | 15.24% | |
Zbvkxznz Xytzj Ywj Jnvcv | HSVQP | Large Growth | 40.67% | 9.34% | 16.69% | |
Sdfld Hdgq Dmq Jym Wlcjyjxfg | ZLLXZ | 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.