Actively Managed US Growth Funds
Active funds and ETFs attempt to outpace peers and their relative benchmarks through the active selection and review of securities. These portfolios tend to have higher relative costs compared with passive offerings. Here, we highlight those funds and ETFs that focus on stocks of growth-oriented companies. 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). Often the companies are in rapidly expanding industries.
|
Name
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Adjusted Expense Ratio
|
Fund Size
|
|---|---|---|---|---|---|---|---|---|
| 1290 Avantis U.S. Large Cap Growth A
TNRAX
| Large Growth | — | — | — | 0.900% | 173.74 Mil | ||
| 1290 Avantis U.S. Large Cap Growth I
TNXIX
| Large Growth | 35.37% | 8.62% | 10.63% | 0.650% | 173.74 Mil | ||
| 1290 Essex Small Cap Growth A
ESCFX
| Small Growth | — | 22.63% | — | — | 1.130% | 63.17 Mil | |
| 1290 Essex Small Cap Growth I
ESCJX
| Small Growth | — | 22.93% | — | — | 0.880% | 63.17 Mil | |
| 1290 Essex Small Cap Growth R
ESCKX
| Small Growth | — | 22.32% | — | — | 1.380% | 63.17 Mil | |
| AAM Sawgrass U.S. Lg Cp Qual Gr ETF
SAWG
| Large Growth | — | — | — | — | 0.490% | 1.17 Mil | |
| AAM Sawgrass U.S. Sm Cp Qual Gr ETF
SAWS
| Small Growth | — | — | — | — | 0.550% | 781,756.00 | |
| AB Concentrated Growth A
WPASX
| Large Growth | 27.36% | 3.82% | 12.50% | 1.000% | 881.74 Mil | ||
| AB Concentrated Growth Advisor
WPSGX
| Large Growth | 27.68% | 4.08% | 12.79% | 0.750% | 881.74 Mil | ||
| AB Concentrated Growth C
WPCSX
| Large Growth | 26.42% | 3.05% | 11.66% | 1.750% | 881.74 Mil | ||
| AB Concentrated Growth I
WPSIX
| Large Growth | 27.61% | 4.03% | 12.73% | 0.830% | 881.74 Mil | ||
| AB Concentrated Growth Z
WPSZX
| Large Growth | 27.73% | 4.11% | 12.82% | 0.720% | 881.74 Mil | ||
| AB Discovery Growth A
CHCLX
| Mid-Cap Growth | 31.22% | −3.54% | 10.97% | 0.930% | 2.77 Bil | ||
| AB Discovery Growth Advisor
CHCYX
| Mid-Cap Growth | 31.53% | −3.33% | 11.21% | 0.700% | 2.77 Bil | ||
| AB Discovery Growth C
CHCCX
| Mid-Cap Growth | 29.90% | −4.31% | 10.07% | 1.710% | 2.77 Bil | ||
| AB Discovery Growth I
CHCIX
| Mid-Cap Growth | 31.40% | −3.37% | 11.16% | 0.760% | 2.77 Bil | ||
| AB Discovery Growth Z
CHCZX
| Mid-Cap Growth | 31.45% | −3.30% | 11.25% | 0.660% | 2.77 Bil | ||
| AB Growth A
AGRFX
| Large Growth | 37.82% | 8.47% | 16.25% | 1.140% | 1.48 Bil | ||
| AB Growth Advisor
AGRYX
| Large Growth | 38.16% | 8.74% | 16.55% | 0.890% | 1.48 Bil | ||
| AB Growth C
AGRCX
| Large Growth | 36.76% | 7.66% | 15.38% | 1.900% | 1.48 Bil | ||
| AB Growth I
AGFIX
| Large Growth | 38.14% | 8.67% | 16.54% | 1.200% | 1.48 Bil | ||
| AB Large Cap Growth A
APGAX
| Large Growth | 35.15% | 8.15% | 17.31% | 0.850% | 27.77 Bil | ||
| AB Large Cap Growth Advisor
APGYX
| Large Growth | 35.48% | 8.42% | 17.60% | 0.600% | 27.77 Bil | ||
| AB Large Cap Growth C
APGCX
| Large Growth | 34.12% | 7.34% | 16.43% | 1.600% | 27.77 Bil | ||
| AB Large Cap Growth I
ALLIX
| Large Growth | 35.44% | 8.40% | 17.58% | 0.590% | 27.77 Bil |
United States