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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 %
0.800
0.425
75
73
83
1.620
0.000
52
47
47
1.040
0.000
72
64
89
1.450
0.000
20
25
47
1.450
0.000
11
16
44
1.340
< 0.001
79
77
71
1.380
0.000
51
70
94
0.720
0.378
77
94
75
1.590
0.000
85
89
96
1.770
0.000
0.960
0.261
88
82
93
1.200
0.390
84
34
79
0.980
0.000
12
32
14
0.370
0.521
39
45
25
0.660
0.000
16
16
1.560
0.000
15
15
10
1.230
0.018
71
75
90
0.960
0.000
28
26
1.000
0.000
66
84
92
1.050
0.054
38
66
81
1.600
0.760
0.000
22
29
36

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