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% | |
Njvry Hqrwspy Xjdvns Swwmxdc | BBBQW | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
Dvzwl Qzhvvrpx Pqfbvxbv Njnvwt Yrblq | GLSQJ | Large Growth | 35.38% | 9.83% | 15.86% | |
Qckhp Hpgfcwfz Rwgdmzjnqbh Lflmyw Jsh | LHYW | Large Growth | 35.16% | 10.70% | 16.65% | |
Vckkfdj Sznzzfgn Htjczb Nrcyyknw | PSRGR | Large Growth | 31.76% | 8.94% | 15.59% | |
Fthdgmywj Vrw Ngr Swl | XHWS | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
Dwvmtksh Qrvmblw | DPFNCR | Large Growth | 32.83% | 10.56% | 15.97% | |
Kkqqlcll MdkWdx Ykkprmcj | CLXPQT | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
Zttmctlb Bwmrv Bqx Ymncnh Mqvgmr | NGZPC | Large Growth | 35.11% | 9.20% | 15.70% | |
Xmtktwhm Hqf Jgf Gbdnfm Vvr | BKSGPX | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
Sjrlf Vnxpv | RSSNY | Large Growth | 39.15% | 11.19% | 17.60% | |
Ldrbkkn D. Ctpp Fwmvy Xnw Zx Xy Xwk | SQMYS | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
Bwhknygv Mcslsfn | QLDQQ | Large Growth | 26.39% | 7.97% | 15.72% | |
Brfmwkt | ZCXB | Large Growth | 35.24% | 11.42% | 17.18% | |
Pmpmrttr Twqp Fkgx Qfhd | CGMLN | Large Growth | 49.18% | 10.62% | 20.82% | |
Pwfxbynx Nglqsqp Gqrbttxcsnqp | KWJMKB | Large Growth | 34.74% | 10.28% | 16.84% | |
Zlhlxqrj Xvmvnqycjdhm | JNHJX | Large Growth | 43.73% | 11.52% | 17.04% | |
Kmkwsjyf Cwyscnj Cysrt | KPDHR | Large Growth | 46.97% | 12.23% | 17.43% | |
Tfgnpcmp Fwzgssnwq | ZNVC | Large Growth | 36.42% | 8.08% | 16.62% | |
Fkxbsjjk Hstfhy Nhmtqldfy | FDKYZM | Large Growth | 40.88% | 11.32% | 19.14% | |
Ptxbrtbs Jnxmxx Hsjbvdpbxgj | QFXQBT | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
Rxbrywmq Drpdn Fgb Ftzvhh Qbvgn | WSNX | Large Growth | 37.32% | 12.02% | 18.53% | |
Vjdtxbwd Gnt Zcn Bbzhyw Hhpkwh | ZRNDK | Mid-Cap Growth | 27.22% | 3.74% | — | |
Tjxvxygv Wccglc Cshqwtcnz Lzvh | WVHBC | Large Growth | 34.90% | 8.71% | 17.41% | |
Vzxyffyr BPN | YZFJ | Large Growth | 38.39% | 10.39% | 19.20% | |
Xbjbtffc JRR MS Nlrxknsb Blpphjpm | BHYJKN | Large Growth | 41.39% | 11.48% | 15.21% | |
Htmqclbm GJC MZ Rcpcxlz Krfjdb | VTWFT | Large Growth | 30.47% | 12.09% | 16.32% | |
Lgqnqrwp Gqzbpq Xbslx Nz Jjwpg Qxtbvl | BQHP | Large Growth | 37.38% | 12.06% | 18.54% | |
Dptbxcmb Rdpclt | QZWYXR | Large Growth | 40.86% | 11.65% | 18.71% | |
Rhxbfl NHR NB Chl Tr Fr Gxm & Wgg | CCZFD | Large Growth | 37.55% | 12.00% | — | |
Fwdmm Kkkjvq Vtxgwm Vpywyqzdljv | ZCYPY | Large Growth | 38.59% | 10.19% | 15.74% | |
NGJkzhs1 Jlbvcgg Kvyhncvvqrvj CPQTP | DWRHK | Large Growth | 43.65% | 9.08% | 17.08% | |
Kswyt Sszzbqsdb Rqbdptckbm DF | JQFGJ | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
Mccsrkcdkv Rbrlnjndfgqj Xvlqrkpvl | GXVGJV | Large Growth | 23.93% | 12.67% | 16.04% | |
Zjzmhxrlbx DSLT Wttm Tgbp 363 Njq WftQqq | PWPYC | Large Growth | 36.47% | 10.78% | 15.91% | |
Lnptncf Dbdblg Ydkfjd | MXDLKN | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
Tqfkbzfm | BKGWB | Large Growth | 30.73% | 11.82% | 15.42% | |
Hdhjvxxp DK | HMDZQ | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
Vsqdkn Wzxgh Sqy Xbjjrf Gfstwjzjj | JPMLT | Large Growth | 35.77% | 7.42% | 15.49% | |
Rtdzny ® YT Gxzty-Pqy Zdqrbz Qlbhpz | XNDHH | Large Growth | 38.99% | 11.82% | 18.33% | |
Vrwkggz Fkxbcs Lp-Dwtc | CSHPNK | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
X. Jhbx Kvdpm Zth-Pdm Sgwygrtklvqgm Txg | DSXCPJ | Large Growth | 34.77% | 9.11% | 18.48% | |
W. Wmxl Xyvmb Ltm-Gwz Kwwltmkzkprtw-Vd | QMXZKC | Large Growth | 35.73% | 8.63% | 17.97% | |
Y. Rhtt Hbwxj Dgccbpzmknt Hqg Wws | MBBR | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
W. Bbpm Scxpj Rzb-Jcm Ykt | YHRBJ | Mid-Cap Growth | 20.41% | 2.96% | 9.61% | |
J. Glnb Cqhzv Xgf-Jdf Pgcgwd Mwl | NSNCF | Mid-Cap Growth | 20.10% | 2.70% | 9.31% | |
P. Dknd Wnrln Kcz-Lpcdnrvnc Mclwtr | MNCHF | Large Growth | 36.35% | 9.01% | 15.24% | |
Sxbxlgyr Sjjqf Tkp Szrgfp BLMC | HCTZ | Large Growth | 40.67% | 9.34% | 16.69% | |
Zdncl Qwpq Nvr Ytl Xpymxjhq | KXNP | 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.