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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
Nationwide Loomis All Cap Growth FundLarge Cap Growth EquitiesMay 31, 20171.07%
-11.32%
9.73%
13
Optimum Large Cap Growth FundLarge Cap Growth EquitiesAug 1, 20030.89%
-8.52%
15.36%
15.36%
39
JPMorgan Large Cap Growth Fund Class ALarge Cap Growth EquitiesFeb 28, 19921.01%
-7.70%
17.78%
12.80%
19
One Rock FundLarge Cap Growth EquitiesMar 6, 20201.75%
-1.48%
24.48%
91
JPMorgan Investor Growth Fund Class ALarge Cap Growth EquitiesOct 12, 19960.97%
-2.77%
10.61%
3.44%
46
Invesco Capital Appreciation FundLarge Cap Growth EquitiesJan 22, 19810.95%
-7.73%
13.79%
11.84%
27
ProFunds NASDAQ-100 FundLarge Cap Growth EquitiesAug 7, 20001.48%
-6.25%
18.44%
1.84%
53
Old Westbury All Cap Core FundLarge Cap Growth EquitiesMar 2, 19980.96%
-4.89%
12.40%
8.60%
15
Principal Blue Chip FundLarge Cap Growth EquitiesJun 14, 20120.66%
-12.82%
15.16%
22.88%
5
PGIM Jennison Blend FundLarge Cap Growth EquitiesJan 22, 19900.94%
-3.28%
14.24%
10.31%
43
PACE Large Co Growth Equity InvestmentsLarge Cap Growth EquitiesAug 24, 19950.88%
-10.04%
13.35%
22.96%
8
Virtus Silvant Focused Growth Fund Class InstLarge Cap Growth EquitiesMar 31, 19990.67%
-10.27%
17.31%
6.05%
34
Putnam Focused Equity FundLarge Cap Growth EquitiesDec 18, 20080.90%
-5.49%
13.66%
8.32%
56
Putnam Large Cap Growth YLarge Cap Growth EquitiesAug 27, 19990.65%
-9.67%
16.81%
5.79%
30
Virtus Focused Growth FundLarge Cap Growth EquitiesFeb 24, 19841.70%
-10.48%
16.85%
15.50%
35
Pioneer Fundamental Growth FundLarge Cap Growth EquitiesAug 22, 20021.00%
-9.23%
12.92%
21.13%
17
Pioneer Disciplined Growth FundLarge Cap Growth EquitiesDec 15, 20051.05%
-7.35%
14.38%
4.87%
58
PGIM Jennison Growth FundLarge Cap Growth EquitiesNov 2, 19950.97%
-11.09%
17.93%
15.09%
23
Plumb Equity FundLarge Cap Growth EquitiesMay 24, 20071.19%
-8.50%
11.96%
5.42%
14
Principal LargeCap Growth Fund ILarge Cap Growth EquitiesDec 6, 20000.67%
-11.60%
18.23%
16.35%
13

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301–320 of 437

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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