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Commentary

This Year’s Outperforming Large-Growth Fund Managers

Few funds have been able to beat their benchmark as high-flying companies like Tesla drive benchmarks.

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Both large-growth stocks and large-value stocks have turned in respectable returns so far this year: The Russell 1000 Growth Index was up 28.4% through Nov. 18, and the Russell 1000 Value was up 22.6%. Actively managed large-growth funds, however, struggled to beat their benchmark, while large-value managers were more likely to come out ahead: Only 16% of active large-growth funds beat the Russell 1000 Growth index through Nov. 18, while 61% of active large-value funds landed ahead of the Russell 1000 Value.

Katherine Lynch does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.