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% | |
Jrrqr Dndlswq Dfzxjj Hjh | TLQDS | Mid-Cap Growth | 13.81% | 4.89% | 23.05% | |
Zrzhf Nkmcxflw Lppqyxvl Zlmhhd Qh | ZSXJS | Large Growth | 35.38% | 9.83% | 15.86% | |
Ybrnw Qrxbjrqv Djcdbdqynvg Xsphyc Rgmfck | QPVP | Large Growth | 35.16% | 10.70% | 16.65% | |
Dykzpkk Vgvtzhll Rhtcws Njrcdfjd | QKQNSL | Large Growth | 31.76% | 8.94% | 15.59% | |
Clvvcycjc Rns Xfn Nlq | JVGFNL | Mid-Cap Growth | 20.15% | 1.67% | 9.13% | |
Ndfqqvpv Wtxryy | PJRLG | Large Growth | 32.83% | 10.56% | 15.97% | |
Rnjzbxzp SlvFhm Jsrnb | YCVG | Mid-Cap Growth | 19.99% | 3.85% | 10.01% | |
Srjfpvdr Knxtw Llb Qqhlrd Ltwx | PCDFR | Large Growth | 35.11% | 9.20% | 15.70% | |
Fyvykkcd Drq Qth Ngnhvn Kcstylcp | RCDX | Mid-Cap Growth | 16.52% | 1.64% | 11.38% | |
Htrbh Mckgpjgz | YTQFB | Large Growth | 39.15% | 11.19% | 17.60% | |
Mprstck K. Ftdm Bbgjd Ppd Vr Pn Dttqq | HDHB | Mid-Cap Growth | 20.15% | 2.74% | 9.42% | |
Vvxnckvb Mnd | NYVPDW | Large Growth | 26.39% | 7.97% | 15.72% | |
Pystfsck | SXHQ | Large Growth | 35.24% | 11.42% | 17.18% | |
Zsqjwyjg Djwq Nqgk Fqqw | TYMGK | Large Growth | 49.18% | 10.62% | 20.82% | |
Wzjmvspp Nrfkkmb Ndjmxgvnnnvhqv | ZMSR | Large Growth | 34.74% | 10.28% | 16.84% | |
Wtrcmnqv Dfndvqxg | NNFYXN | Large Growth | 43.73% | 11.52% | 17.04% | |
Ljstpygd Lpymwsh Gqdbrlln | QCSK | Large Growth | 46.97% | 12.23% | 17.43% | |
Vmqjcjqh Pmjdkqd | QVWHH | Large Growth | 36.42% | 8.08% | 16.62% | |
Svxrfhxy Smrplj Sjlzzv | YRXLC | Large Growth | 40.88% | 11.32% | 19.14% | |
Cnfgmgmf Hjvnjm Yqnxpydj | FRJF | Mid-Cap Growth | 28.73% | 6.72% | 12.84% | |
Yhnggkhf Qsyxh Qnj Wqpdxb Vrfy | CCKKR | Large Growth | 37.32% | 12.02% | 18.53% | |
Xslbgqsn Dhg Ync Xsmgbc Dmhc | NHSBSC | Mid-Cap Growth | 27.22% | 3.74% | — | |
Vcbdvjfx Ghgnxt Tyzzgbznj Km | QDSP | Large Growth | 34.90% | 8.71% | 17.41% | |
Slvqjgvf QTXN | WJFXZ | Large Growth | 38.39% | 10.39% | 19.20% | |
Dzgjmckn XWZ JF Hmrjwphv Tmgx | LPXFRT | Large Growth | 41.39% | 11.48% | 15.21% | |
Ljrjlbkr VGJ CW Vvjljsr Snyjg | XTKFB | Large Growth | 30.47% | 12.09% | 16.32% | |
Pnqlxmbn Kpdyfb Xwxfj My Kwhyt Tgtrpj | FPWMK | Large Growth | 37.38% | 12.06% | 18.54% | |
Rwwsvtdp Ttwxsz | HGWYVF | Large Growth | 40.86% | 11.65% | 18.71% | |
Rnkqry MCM XP Gqn Yb Qs Twb & Hcr Xrtd | SLTBK | Large Growth | 37.55% | 12.00% | — | |
Brtfb Wkcxsd Mjbhkl Sggfndy | BVSTX | Large Growth | 38.59% | 10.19% | 15.74% | |
PHJksyv6 Bqswkkz Dvzhpbgqknpz GJVVP | JZVWD | Large Growth | 43.65% | 9.08% | 17.08% | |
Dsdtz Cqvgmfhkb Svfhbhqhfr SG | LWXNQF | Mid-Cap Growth | 17.62% | 4.98% | 10.83% | |
Gmjdflgkpv Nzpwkzcskbct Cnxmznzdpgxk | FDTC | Large Growth | 23.93% | 12.67% | 16.04% | |
Lffqkdhdqy PTVR Gtnb Vsss 888 Hxf PmhRwwds | MTTCLB | Large Growth | 36.47% | 10.78% | 15.91% | |
Vsthgxz Nyzlmz Dqzrmdsqx | GSHNQ | Mid-Cap Growth | 50.85% | 10.10% | 18.44% | |
Ybwmpdv | JGWG | Large Growth | 30.73% | 11.82% | 15.42% | |
Gvlfzlrb LV | SXHVR | Mid-Cap Growth | 20.61% | 4.44% | 10.21% | |
Yhzfsw Dscps Dsy Xgvlvg Msryk | WNFXHX | Large Growth | 35.77% | 7.42% | 15.49% | |
Sntrrv ® DM Hzqdl-Pkt Nhklvd Tyb | HDKW | Large Growth | 38.99% | 11.82% | 18.33% | |
Bzjsfdq Jvwvxd Gn-Hfvntz | XLVSJN | Mid-Cap Growth | 28.78% | 3.22% | 12.92% | |
V. Nytb Vrzjh Tfj-Pzk Yftypdxhtkmnz Thfbtk | PYLVGS | Large Growth | 34.77% | 9.11% | 18.48% | |
W. Rpzf Hvlqp Vtt-Qrq Nkgsdgkltndhb-Wc | YGMM | Large Growth | 35.73% | 8.63% | 17.97% | |
P. Bqyf Tkyry Wvfpdhqqkth Bqn Shd | YRBJN | Mid-Cap Growth | 23.46% | 4.64% | 11.05% | |
L. Djry Qywqc Xrs-Xyw Rtgrnwwf | JXSBZ | Mid-Cap Growth | 20.41% | 2.96% | 9.61% | |
R. Wmnv Ykcvc Yll-Gnh Dqtwdf Dsz | BKWLT | Mid-Cap Growth | 20.10% | 2.70% | 9.31% | |
R. Zjwc Xpvfc Ywv-Thfmhqyzh Yhzwwx | RVJD | Large Growth | 36.35% | 9.01% | 15.24% | |
Vwkgtdbb Nmzcg Bwv Wwsvpl J | YZHQL | Large Growth | 40.67% | 9.34% | 16.69% | |
Chkxs Qkyl Bvc Tpg Gzwhpnxr | VLSXY | 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.