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2 Skilled Large-Growth Managers for Buy-and-Hold Investors

Bronze-rated Wells Fargo Advantage Growth's smaller-cap focus could mean higher returns but more volatility, too, while Silver-rated MFS Growth's quality tilt offers a smoother ride.

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Andrew Daniels: Silver-rated MFS Growth (MFEGX) and Bronze-rated Wells Fargo Advantage Growth (SGRAX) are both in the large-growth Morningstar Category and have strong teams with established processes, but there are several differences to be aware of. 

Wells Fargo Advantage Growth concentrates more on small- and mid-cap firms. It has about 45% of assets in small- and mid-cap firms, as compared with about 9% for MFS Growth. Given Wells Fargo Advantage Growth's smaller-cap tilt, investors should expect it to be a bit more volatile than MFS Growth but may be compensated with additional returns in the long run. 

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

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