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The Best Large Cap Growth Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Large Cap Growth Equities mutual funds.

Large-cap growth equities mutual funds invest in a portfolio of large-cap stocks that are expected to grow faster than the overall market. Large cap refers to companies with a market capitalization of $10 billion or more, and growth relates to companies that are expected to have higher-than-average earnings growth.

These mutual funds typically focus on companies in the technology, healthcare, and consumer discretionary sectors expected to benefit from long-term trends such as population growth, urbanization, and technological innovation. As a result, the companies in the portfolio of these mutual funds are expected to have high revenue and earnings growth, and their stock prices are likely to rise along with their earnings.

Large Cap Growth mutual funds are generally considered riskier than mutual funds that invest in more established, blue-chip companies, but they also have the potential for higher returns.


Category is Large Cap Growth Equities
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
American Funds AMCAP Fund Class F-2Large Cap Growth EquitiesMay 1, 19670.43%
-8.51%
11.52%
9.37%
29
American Funds AMCAP Fund Class ALarge Cap Growth EquitiesJan 5, 19670.65%
-7.58%
11.11%
9.44%
30
Amana Growth FundLarge Cap Growth EquitiesSep 25, 20130.67%
-1.72%
16.17%
0.19%
69
AQR Large Cap Momentum Style FundLarge Cap Growth EquitiesJul 9, 20090.41%
-1.21%
13.76%
25.80%
48
American Funds AMCAP Fund Class CLarge Cap Growth EquitiesMay 1, 19671.40%
-7.74%
10.52%
12.31%
28
American Growth Fund Series OneLarge Cap Growth EquitiesJul 31, 19584.07%
3.21%
10.90%
17.27%
33
American Funds The New Economy Fund Class F-1Large Cap Growth EquitiesMar 15, 20010.78%
-5.56%
13.45%
10.48%
79
American Funds New Perspective Fund Class ALarge Cap Growth Equities, Global EquitiesMar 13, 19730.72%
-3.95%
12.48%
6.84%
50
AB Large Cap Growth Fund Class ALarge Cap Growth EquitiesOct 1, 19960.84%
-9.06%
14.64%
12.44%
18
AB Large Cap Growth Fund Advisor ClassLarge Cap Growth EquitiesJan 10, 19960.59%
-9.01%
14.93%
10.72%
18
AB Large Cap Growth Fund Class ZLarge Cap Growth EquitiesJul 1, 20150.52%
-8.98%
15.01%
10.73%
18
LKCM Aquinas Catholic Equity FundLarge Cap Growth EquitiesJul 11, 20051.00%
-1.98%
10.45%
6.10%
13
Alta Quality Growth FundLarge Cap Growth EquitiesDec 19, 20181.18%85.67%
Artisan Global Opportunities Fund Class IGlobal Equities, Large Cap Growth EquitiesSep 22, 20081.14%
-3.12%
10.77%
3.69%
15
Artisan Focus FundLarge Cap Growth EquitiesApr 24, 20171.27%
-2.10%
4.17%
37
Alger 35 FundLarge Cap Growth EquitiesMar 29, 20180.55%
-7.66%
23.02%
78
American Century Ultra Fund Class R6Large Cap Growth EquitiesJul 26, 20130.52%
-8.71%
16.54%
11.61%
25
Ave Maria Growth FundLarge Cap Growth EquitiesMay 1, 20030.90%
-2.00%
12.15%
5.83%
12
CIBC Atlas All Cap Growth FundLarge Cap Growth EquitiesSep 28, 20070.96%
-7.49%
10.67%
6.10%
7
CIBC Atlas Equity Income FundLarge Cap Growth EquitiesApr 30, 20100.95%
-3.47%
1.80%
10

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Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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