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Morningstar

Large Growth Funds

Large-growth funds invest in stocks of big U.S. companies that are projected to grow faster than other large-cap stocks. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large-cap. 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).

Fund Name
Adjusted Expense Ratio %
12 Month Yield %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
AB Concentrated Growth Fund
0.750%
0.000%
43%
29%
45%
AB Growth Fund
1.120%
0.000%
50%
36%
17%
AB Large Cap Growth Fund
0.830%
0.000%
48%
16%
7%
AB Sustainable US Thematic Portfolio
0.660%
0.280%
13%
21%
—
AMG Montrusco Bolton Large Cap Growth Fd
0.910%
0.037%
32%
23%
78%
AMG Renaissance Large Cap Growth Fund
0.660%
0.489%
3%
15%
21%
AMG Veritas Global Focus Fund
0.880%
0.111%
61%
90%
92%
AQR Large Cap Momentum Style Fund
0.400%
1.160%
30%
59%
66%
AXS Thomson Reuters Vntr CptlRetTrckr Fd
1.500%
0.954%
97%
89%
—
Akre Focus Fd
1.040%
0.000%
83%
40%
22%
Alger 35 Fund
0.550%
0.021%
81%
58%
—
Alger Capital Appreciation Fund
1.270%
0.000%
89%
74%
58%
Alger Capital Appreciation Instl Fd
1.230%
0.000%
88%
74%
57%
Alger Capital Appreciation Portfolio
0.940%
0.000%
84%
65%
46%
Alger Focus Equity Fund
0.910%
0.052%
75%
44%
20%
Alger Large Cap Growth Portfolio Fund
0.870%
0.000%
75%
54%
60%
Alger Responsible Investing Fund
1.360%
0.000%
58%
37%
67%
Alger Spectra Fund
1.480%
0.000%
94%
88%
76%
Allspring Discovery All Cap Growth Fund
1.260%
0.000%
88%
78%
77%
Allspring Discovery Large Cap Growth
1.030%
0.000%
84%
51%
49%
Allspring Growth Fund
0.750%
0.000%
83%
78%
72%
Allspring Large Cap Growth Fund
0.750%
0.000%
79%
74%
60%
Allspring Opportunity Fund
1.180%
0.000%
20%
65%
86%
Allspring Premier Large Company GrFd
1.110%
0.000%
82%
81%
80%
Alta Quality Growth Fund
0.790%
0.000%
71%
—
—
Amana Growth Fund
0.910%
0.151%
4%
3%
12%
American Beacon Bridgeway Large Cp Gr Fd
0.800%
0.000%
24%
70%
36%
American Century Disciplined Growth Fund
0.790%
0.136%
67%
63%
62%
American Century Focused Dynamic Gr Fd
0.660%
0.000%
74%
21%
15%
American Century Growth Fund
0.940%
0.000%
41%
24%
31%
American Century Select Fund
0.950%
0.000%
34%
20%
20%
American Century Ultra® Fund
0.930%
0.000%
14%
9%
7%
American Funds AMCAP Fund
0.670%
0.000%
77%
88%
84%
American Funds Growth Fund of Amer
0.600%
0.281%
62%
75%
60%
American Growth Fund Series One
4.000%
0.000%
74%
84%
94%
Archer Multi Cap Fund
0.960%
0.261%
78%
—
—
Aristotle Core Equity Fund
0.650%
0.445%
48%
51%
—
Artisan Focus Fund
1.250%
0.299%
77%
40%
—
Ave Maria Growth Fund
0.910%
0.268%
58%
63%
73%
BBH Select Series - Large Cap Fund
0.710%
0.202%
60%
—
—
BNY Mellon Appreciation Fund
0.880%
0.623%
22%
23%
77%
BNY Mellon Focused Equity Opp Fd
0.880%
1.205%
33%
77%
51%
BNY Mellon Large Cap Equity Fd
1.010%
0.712%
50%
78%
77%
BNY Mellon Large Cap Securities Fund
0.710%
0.421%
5%
17%
52%
BNY Mellon Research Growth Fund
0.830%
0.000%
45%
30%
43%
BNY Mellon Tax Managed Growth Fd
1.200%
0.327%
29%
29%
86%
BNY Mellon US Equity Fd
0.830%
0.117%
33%
54%
80%
Baillie Gifford US Equity Growth Fund
0.760%
0.000%
96%
86%
—
Baron Durable Advantage Fund
0.700%
0.000%
20%
20%
—
Baron Fifth Avenue Growth Fund
1.000%
0.000%
98%
97%
83%
Baron Opportunity Fund
1.310%
0.000%
53%
5%
19%
Baron Partners Fund
1.300%
0.000%
1%
1%
1%
Barrett Growth Fund
1.250%
0.000%
59%
44%
65%
Biondo Focus Fund
1.500%
0.000%
96%
97%
89%
BlackRock Advantage Large Cap Growth Fd
0.870%
0.160%
43%
41%
83%
BlackRock Capital Appreciation Fund
0.640%
0.000%
80%
64%
39%
BlackRock Large Cap Focus Growth Fund
0.670%
0.000%
78%
57%
26%
BlackRock Sustainable US Growth Eq Fd
0.620%
0.101%
—
—
—
Bridge Builder Large Cap Growth Fund
0.190%
0.621%
42%
25%
—
Bridges Investment Fund
0.750%
0.009%
44%
62%
76%
Brown Advisory Flexible Equity Fund
0.680%
0.193%
23%
41%
56%
Brown Advisory Growth Equity Fund
0.810%
0.000%
90%
62%
73%
Brown Advisory Sustainable Growth Fund
0.630%
< 0.001%
27%
7%
7%
Buffalo Growth Fund
0.920%
0.000%
67%
60%
66%
Buffalo Large Cap Fund
0.930%
0.000%
45%
38%
33%
CIBC Atlas All Cap Growth Fund
0.920%
0.000%
74%
67%
79%
Calamos Growth Fund
1.300%
0.000%
57%
81%
86%
Calvert Equity Fund
0.910%
0.000%
37%
8%
25%
Calvert US Large Cap Growth Rspnb Idx Fd
0.240%
0.435%
14%
7%
—
Cantor Growth Equity Fund
0.990%
0.000%
3%
24%
28%
Capital Advisors Growth Fund
1.010%
0.014%
39%
36%
75%
Capital Group US Equity Fund
0.430%
1.224%
59%
49%
76%
Carillon ClariVest Capital Apprec Fd
1.000%
0.000%
31%
51%
34%
Catalyst Dynamic Alpha Fund
1.380%
0.000%
52%
93%
63%
Catalyst Insider Buying Fund
1.530%
0.000%
100%
100%
100%
Chase Growth Fund
1.140%
0.000%
52%
82%
80%
Chesapeake Growth Fund
1.760%
0.000%
91%
94%
88%
City National Rochdale US Cor Eq Fund
0.520%
0.712%
45%
49%
50%
ClearBridge Large Cap Growth Fund
1.030%
0.000%
70%
61%
37%
Columbia Disciplined Growth Fund
1.070%
0.000%
19%
37%
21%
Columbia Large Cap Growth Fund
0.980%
0.000%
52%
41%
37%
Columbia Large Cap Growth Opportunity Fd
0.800%
0.000%
55%
44%
49%
Columbia Select Large Cap Growth Fund
0.800%
0.000%
63%
71%
57%
Commerce Growth Fund
0.750%
0.200%
36%
17%
18%
Congress Large Cap Growth Fund
0.690%
0.538%
54%
31%
27%
Cromwell Tran Sustainable Focus
0.850%
0.000%
90%
90%
96%
DF Dent Premier Growth Fund
0.990%
0.000%
85%
61%
66%
DFA US Large Cap Growth Portfolio
0.180%
1.369%
16%
22%
30%
DWS Capital Growth Fund
0.660%
0.000%
55%
24%
22%
DWS Large Cap Focus Growth Fund
0.810%
0.000%
62%
23%
26%
Davenport Core Leaders Fund
0.860%
0.619%
71%
84%
90%
Delaware Ivy Accumulative Fund
1.060%
0.000%
98%
99%
98%
Delaware Ivy Large Cap Growth Fund
0.890%
0.000%
30%
12%
11%
Delaware Select Growth Fund
1.150%
0.000%
99%
99%
99%
Domini Impact Equity Fund
1.050%
0.245%
49%
69%
89%
Dunham Focused Large Cap Growth Fund
1.010%
0.000%
77%
30%
39%
Eaton Vance Atlanta Capital Focused Gr
0.780%
0.031%
27%
3%
13%
Eaton Vance Atlanta Capital Sel Eq Fund
0.790%
0.000%
69%
43%
75%
Eaton Vance Focused Growth Opps Fd
0.760%
0.000%
48%
49%
36%
Eaton Vance Growth Fund
1.050%
0.000%
46%
50%
39%

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