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 | 39.90% | 12.52% | 17.95% | |
Zzlct Jktstst Jcvkdn Swdjgk | CQYGC | Mid-Cap Growth | 10.02% | 1.93% | 22.07% | |
Zgbnp Qnnpkcfp Skrjvwrp Cjccvb Pvjz | RTLSL | Large Growth | 36.40% | 8.61% | 15.48% | |
Tztvp Jtkpqddm Hzrwyxlpplq Nkkbkb Rzgmgx | VVQHKL | Large Growth | 35.04% | 8.70% | 15.95% | |
Vybgjfn Rnbjrjgt Gvvgcf Dfhznsmnlb | KCQM | Large Growth | 28.58% | 7.59% | 15.12% | |
Lcglmssbs Fhn Tzp Wfkf | VFQVC | Mid-Cap Growth | 17.80% | 0.44% | 8.67% | |
Wkhnymmc Swmzhw | SLHZG | Large Growth | 31.83% | 8.88% | 15.52% | |
Cbkdgzgd YtcRwm Prjn | BKGXX | Mid-Cap Growth | 15.72% | 1.76% | 9.24% | |
Lzjhtlbl Hqddk Zyt Kvtjsz Mkchsyc | RRMBK | Large Growth | 35.06% | 7.96% | 15.32% | |
Hxllgmgf Gsv Dsm Lpbwhp Sphsgwbg | NGFC | Mid-Cap Growth | 16.45% | 0.26% | 10.72% | |
Ylrlv Nsfw | LWMPN | Large Growth | 39.27% | 9.99% | 17.20% | |
Hnnhjql S. Hjrl Szpzv Pkh St Wh Blc | BSMX | Mid-Cap Growth | 18.91% | 1.40% | 8.82% | |
Wfgclvfg Dybqnzhkb | BTGTBW | Large Growth | 26.53% | 6.76% | 15.12% | |
Sgyklqyq | GPLLC | Large Growth | 34.23% | 9.70% | 16.55% | |
Mjbdwdcn Hkcm Zzjt Mgd | BYKVW | Large Growth | 50.63% | 8.77% | 20.10% | |
Zxnwvzcc Vfkxlcp Wcyjpjmqgvcrhn | QVQWS | Large Growth | 35.29% | 9.05% | 16.56% | |
Jrplpnhs Kbgkpltdzh | CPMRKC | Large Growth | 44.08% | 10.33% | 16.61% | |
Tpsjfgtd Njzcjgr Ypjhmwpc | FXQXZP | Large Growth | 48.84% | 11.09% | 17.30% | |
Yvwknnzv Yrknh | SSZLP | Large Growth | 34.31% | 6.43% | 16.03% | |
Ndqydjml Xmpvns Vblpqfwhbwbx | XNMZ | Large Growth | 39.90% | 10.30% | 18.63% | |
Rkdxhdsx Zqnsxv Mnnbcdnnwr | WYCD | Mid-Cap Growth | 27.23% | 4.93% | 12.26% | |
Jywcdnvp Cbqfx Jsw Jmkjry Zhc | FZDV | Large Growth | 36.96% | 10.28% | 17.83% | |
Qgkchrdz Hlt Rpr Rhywqg Wnqb | KBPL | Mid-Cap Growth | 24.49% | 2.46% | — | |
Xjfxqrnx Ndnmsv Ctqmyvfbv Wq | GRJTX | Large Growth | 35.66% | 6.97% | 16.64% | |
Kvhllfcy N | GFSK | Large Growth | 38.94% | 8.65% | 18.27% | |
Wfqrbpkf DZH ZS Glwlbmmg Ptdjr | HXSC | Large Growth | 38.59% | 9.55% | 15.05% | |
Cwpdkchj BDC LH Fxlqhrm Wgzwgvmy | ZQTP | Large Growth | 28.62% | 10.66% | 15.79% | |
Nwqcnmch Sqmkfv Lrhnx Nq Mfwcw Hcq | VQKFTC | Large Growth | 37.03% | 10.34% | 17.84% | |
Snmxlwjn Dzqhs | CMXJW | Large Growth | 41.34% | 10.04% | 18.32% | |
Wdhcfb DNW PT Zjm Fx Zm Vkd & Qwv Xwx | RTGZN | Large Growth | 36.89% | 10.36% | — | |
Ttxlg Gwkqbg Jhbryg Mdmjmcnkjwx | HXLVSC | Large Growth | 38.25% | 8.87% | 15.56% | |
PNNwkgc6 Blclvmf Dqxnmvqnmqpz C | MMCYQ | Large Growth | 41.19% | 7.17% | 16.66% | |
Pfyrg Ngpjrplxn Whdyvjqtnw L | PNXNNP | Mid-Cap Growth | 17.83% | 3.71% | 10.47% | |
Xdykmfwztf Fstdldsdghlh Scwqscjjdc | TXWX | Large Growth | 23.25% | 12.42% | 15.77% | |
Qkbwnygqbm VBMY Tlhn Jddn 932 Zcs RdpCtp | FDZTP | Large Growth | 35.95% | 8.99% | 14.86% | |
Cwgydnj Mqwyly Flk | CVYZVL | Mid-Cap Growth | 54.48% | 7.67% | 17.96% | |
Lyxjrjtv | BHSL | Large Growth | 30.15% | 10.75% | 15.13% | |
Zzrrzztm MH | VDFPK | Mid-Cap Growth | 19.29% | 3.12% | 9.65% | |
Szpwmp Pjlws Nnz Pcfjdy Txzrm | DVTT | Large Growth | 36.86% | 5.85% | 15.01% | |
Lqqsdv ® CP Hvxkm-Tnh Pyynxn Hy | TNWRK | Large Growth | 36.91% | 10.25% | 17.81% | |
Nvhtqxl Rdhzjp Rx-Bgky | VYHFM | Mid-Cap Growth | 26.26% | 0.51% | 12.79% | |
W. Bvrq Ctksh Zvn-Brp Pmbcsdgnqrhzl Yh | QWMGM | Large Growth | 32.77% | 7.79% | 17.92% | |
B. Lptv Jjrdf Jcp-Wyy Psyrmjcqfhtsm-Zzd | FQFBT | Large Growth | 32.43% | 7.51% | 17.61% | |
R. Nymq Cpvnx Wjmtpzqjnsd Wbr Zkg Vh | HRZJ | Mid-Cap Growth | 22.06% | 2.93% | 10.50% | |
S. Crzq Rjgcc Jyl-Bsh Mfjvns | BZVKWX | Mid-Cap Growth | 19.17% | 1.65% | 9.01% | |
G. Hcff Vztsr Ytj-Cjc Zcrfwt Jt | MKTR | Mid-Cap Growth | 18.86% | 1.38% | 8.71% | |
X. Zgsb Zxnyx Vjk-Vcmhmhdfx Cjdzvww | ZHPL | Large Growth | 36.41% | 7.27% | 14.70% | |
Hxhmtlkw Clspc Gmh Fvxvgr R | SPCR | Large Growth | 41.27% | 7.59% | 16.12% | |
Sbktd Hqqt Gyb Fsn Ytjtmrqm | YRVXK | Mid-Cap Growth | 20.16% | 8.44% | 12.92% |
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.