Skip to Content

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 %
0.760
0.956
97
96
1.050
0.000
53
55
44
1.000
0.000
92
85
26
0.180
0.975
21
36
34
1.050
0.000
2
15
1.000
0.000
69
58
0.960
0.007
24
22
35
1.160
0.000
71
92
97
0.500
0.000
0.450
0.393
24
34
56
0.450
0.176
51
0.730
0.000
26
28
22
0.790
0.000
77
45
20
0.790
0.000
58
63
46
0.630
0.000
45
24
33
1.340
0.000
73
42
49
1.840
0.000
1
20
0.990
0.150
27
57
0.840
0.000
65
54
15
1.040
0.000
45
88
92
1.280
0.000
95
94
90
0.840
0.000
70
70
48
0.800
0.455
36
48
75

Sponsor Center