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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
T. Rowe Price All-Cap Opportunities Fund I ClassLarge Cap Growth EquitiesDec 17, 20150.66%
-9.08%
15.53%
18.53%
49
Putnam Sustainable Leaders FundLarge Cap Growth EquitiesAug 31, 19900.99%
-8.76%
13.79%
12.29%
15
Putnam Growth Opportunities FundLarge Cap Growth EquitiesOct 2, 19950.99%
-8.80%
16.63%
6.23%
24
PrimeCap Odyssey Growth FundLarge Cap Growth EquitiesNov 1, 20040.65%
-2.78%
14.45%
25.60%
79
Polen Growth FundLarge Cap Growth EquitiesSep 15, 20100.96%
-17.29%
10.72%
43.95%
2
T. Rowe Price Tax-Efficient Equity FundLarge Cap Growth EquitiesDec 29, 20000.76%
-8.60%
15.09%
0.00%
25
T. Rowe Price Growth Stock FundLarge Cap Growth EquitiesApr 11, 19500.63%
-10.40%
14.17%
15.16%
19
Provident Trust Strategy FundLarge Cap Growth EquitiesDec 30, 19860.93%
-4.61%
11.80%
17.61%
27
T. Rowe Price Growth Stock ILarge Cap Growth EquitiesApr 11, 19500.52%
-10.36%
14.40%
15.05%
19
T. Rowe Price All-Cap Opportunities FundLarge Cap Growth EquitiesSep 30, 19850.76%
-9.13%
17.37%
18.33%
48
Virtus KAR Capital Growth FundLarge Cap Growth EquitiesOct 16, 19951.20%
-11.88%
11.49%
8.60%
4
Touchstone Sands Capital Select Growth FundLarge Cap Growth EquitiesAug 11, 20001.16%
-12.91%
14.54%
0.75%
10
Federated Hermes MDT Large Cap Growth Fund Class ALarge Cap Growth EquitiesSep 15, 20051.00%
-9.22%
17.68%
3.77%
31
CREF Growth Account Class R3Large Cap Growth EquitiesApr 24, 20150.21%
-9.56%
0.00%
31
Federated Hermes MDT Large Cap Growth Fund Class CLarge Cap Growth EquitiesSep 15, 20051.79%
-9.40%
16.94%
5.21%
26
UBS US Quality Growth At Reasonable Price FundLarge Cap Growth EquitiesJul 8, 20200.50%
-10.52%
6.89%
13
Federated Hermes MDT Large Cap Growth FundLarge Cap Growth EquitiesSep 15, 20050.75%
-8.29%
18.05%
3.37%
38
Nuveen NASDAQ 100 Dynamic Overwrite FundLarge Cap Growth EquitiesJan 30, 20070.92%
-0.91%
11.88%
8.30%
68
American Funds AMCAP Fund Class R-6Large Cap Growth EquitiesMay 1, 20090.33%
-7.51%
11.76%
9.16%
32
Reynolds Blue Chip Growth FundLarge Cap Growth EquitiesAug 12, 19881.85%
-6.57%
10.45%
17.86%
23

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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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