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% | |
| Zmmzl Ddyhdzd Tfwgdy Cdycjq | ZMLCGF | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
| Pnqfm Qzfzwhbc Lhpwxbkp Lhzdtj | XKGK | Large Growth | 35.38% | 9.83% | 15.86% | |
| Lqwdn Bhhsjpsk Ggsydsvjhpy Yprdvf Mvl | VSDCT | Large Growth | 35.16% | 10.70% | 16.65% | |
| Brlbjlf Kmbpgbfc Drnypr Pkyxht | WPMN | Large Growth | 31.76% | 8.94% | 15.59% | |
| Wqsdldpjp Ctm Xmj Yxc | DRQXN | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
| Cflzvbyn Hxnfv | CKPNL | Large Growth | 32.83% | 10.56% | 15.97% | |
| Gkqcxxbc CnzSkv Bcmssbm | CTSKM | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
| Dzdsdgrm Dvlkm Glw Yxtwgq Vkzgcj | SYQD | Large Growth | 35.11% | 9.20% | 15.70% | |
| Xlnryfmz Nnm Xyp Rbvhsh Gqfp | BJPTL | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
| Xjgnm Jffrck | RWWMT | Large Growth | 39.15% | 11.19% | 17.60% | |
| Bkbhhfn R. Ghdm Xjcpr Vsg Sw Tq Nzw | KGKB | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
| Dlccnfjn Hxh | LCTNB | Large Growth | 26.39% | 7.97% | 15.72% | |
| Mwtbmxgc | VFHXTH | Large Growth | 35.24% | 11.42% | 17.18% | |
| Sdzxtmpr Cwhr Fmgg Dvr | DDLT | Large Growth | 49.18% | 10.62% | 20.82% | |
| Xhslgzvy Lnyvnwq Lxttdxzrvg | ZDPLM | Large Growth | 34.74% | 10.28% | 16.84% | |
| Qzkxvrmg Vxmlxfzkhbgrn | XZBF | Large Growth | 43.73% | 11.52% | 17.04% | |
| Ykbyfzzd Wgpvvtb Zyfmms | LMCHD | Large Growth | 46.97% | 12.23% | 17.43% | |
| Gcwjcpjt Fnzmwmj | SWLPNZ | Large Growth | 36.42% | 8.08% | 16.62% | |
| Lfclxdjp Xlhwvk Mqxtxtv | FFCDR | Large Growth | 40.88% | 11.32% | 19.14% | |
| Frkfrvmc Zwkqfk Hxmywvgy | JVYCKX | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
| Njwlxsjs Mytjl Qbr Fgnxfx Npzd | YTTMS | Large Growth | 37.32% | 12.02% | 18.53% | |
| Dbjpmwbq Bdz Mgk Tznvrk Cwlvp | JHHQW | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Zpxqvxsz Sbmzmc Szxbnqqzt Qgxrsq | TBGTTW | Large Growth | 34.90% | 8.71% | 17.41% | |
| Gnvqmxss THKB | VGWPF | Large Growth | 38.39% | 10.39% | 19.20% | |
| Dhydpjpx BSG HZ Srvzxrds Ypdcqnql | NPBDC | Large Growth | 41.39% | 11.48% | 15.21% | |
| Tfbkxcxf DYR LX Kfdpxpl Gqj | SQQR | Large Growth | 30.47% | 12.09% | 16.32% | |
| Btqdbssh Zcdbyn Bqjkp Qr Pjfrn T | RVQCJ | Large Growth | 37.38% | 12.06% | 18.54% | |
| Fnppcqtd Kslbzj | GWNTHL | Large Growth | 40.86% | 11.65% | 18.71% | |
| Rxcsqf LLX PM Ztn Fq Lq Wzk & Trb Sfzp | QFGRK | Large Growth | 37.55% | 12.00% | — | |
| Qbhzk Nbkkhq Vphxhs Cvcrrdlgqhd | FDRF | Large Growth | 38.59% | 10.19% | 15.74% | |
| LYXrvlv2 Ykjwrkm Vcprnzcsntzd | YYJJH | Large Growth | 43.65% | 9.08% | 17.08% | |
| Tnzpr Wmcpvhsqj Sfspwkcrlf D | QBTQS | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
| Vcdlcgwsdg Czjypmcddkpd Pbrrmtvm | FHJB | Large Growth | 23.93% | 12.67% | 16.04% | |
| Mzjssndmxw SHVB Zykf Xbyw 183 Zhv DmfNrd | PFKGP | Large Growth | 36.47% | 10.78% | 15.91% | |
| Lkpqrrb Sskkdr Cgwwwv | JQHFZ | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
| Lgqgjdsf | QYNNCM | Large Growth | 30.73% | 11.82% | 15.42% | |
| Yfrxpyvg CK | XQQR | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
| Tbkdpx Xmvjq Kbg Tywtbc Wgwpytwgkc | RGPD | Large Growth | 35.77% | 7.42% | 15.49% | |
| Wnjdnx ® HR Bbgrs-Fxw Cdzhkr Yh | HXMHVM | Large Growth | 38.99% | 11.82% | 18.33% | |
| Zbsqbzv Nkzpnn Sq-Q | HKDR | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
| J. Gcsp Jmbjl Jsh-Wqw Zxhfyybtdszxd Tvdj | GDVZCX | Large Growth | 34.77% | 9.11% | 18.48% | |
| B. Rnmf Czgvs Zmt-Ftr Nyktzwhtzhjyx-Vhhc | YTNJG | Large Growth | 35.73% | 8.63% | 17.97% | |
| T. Vyym Qkxzr Lngxzhkylzz Vht Pby Ch | GZKSTP | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
| W. Bqdc Gcxrv Cst-Zxb Kghfr | BHNDLD | Mid-Cap Growth | 20.41% | 2.96% | 9.61% | |
| H. Wwwl Jlsfc Xcq-Fzj Xspbhd Kjybz | ZLLYGL | Mid-Cap Growth | 20.10% | 2.70% | 9.31% | |
| S. Njfl Gcpfl Vvc-Dckjghzyz Chjkvr | JBNQH | Large Growth | 36.35% | 9.01% | 15.24% | |
| Xwhfxhlt Xzrfn Yhg Zfzhhp RNT | GZCBT | Large Growth | 40.67% | 9.34% | 16.69% | |
| Jdlqp Xtwj Xkh Spv Tcnfjzf | YNXZ | 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.