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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
Columbia Disciplined Growth FundLarge Cap Growth EquitiesMay 17, 20071.07%
-9.48%
14.52%
8.98%
33
American Funds EuroPacific Growth Fund Class R-4Large Cap Growth Equities, Foreign Large Cap Equities0.81%
-1.11%
8.10%
14.27%
67
American Funds EuroPacific Growth Fund Class R-6Foreign Large Cap Equities, Large Cap Growth Equities0.46%
-1.04%
8.17%
14.10%
69
American Funds Fundamental Investors Fund Class R6Large Cap Growth EquitiesMay 1, 20090.28%
-2.43%
13.61%
9.07%
74
American Funds The Growth Fund of America Class R-...Large Cap Growth EquitiesDec 1, 19730.30%
-7.02%
14.86%
11.82%
38
Riverbridge Growth FundLarge Cap Growth EquitiesDec 31, 20121.25%
-12.26%
11.16%
31.95%
4
RMB FundLarge Cap Growth EquitiesJun 16, 19751.12%
-8.30%
11.41%
10.52%
14
RiverPark Large Growth FundLarge Cap Growth EquitiesSep 30, 20100.91%
-10.11%
10.53%
10.18%
13
Victory RS Growth FundLarge Cap Growth EquitiesMay 12, 19921.10%
-8.81%
13.99%
5.76%
33
Wedgewood FundLarge Cap Growth EquitiesSep 30, 20100.95%
-5.70%
7.19%
12.19%
8
Rydex S&P 500 Pure Growth FundLarge Cap Growth EquitiesFeb 20, 20042.26%
2.10%
10.63%
4.99%
41
Rydex NASDAQ-100 Fund Investor ClassLarge Cap Growth EquitiesFeb 14, 19941.24%
-4.99%
17.92%
4.50%
52
Segall Bryant & Hamill All Cap FundLarge Cap Growth EquitiesJul 31, 20130.87%
-2.63%
11.05%
30.25%
21
ClearBridge Large Cap Growth FundLarge Cap Growth EquitiesAug 29, 19970.99%
-8.99%
13.11%
13.93%
9
Virtus Zevenbergen Innovative Growth Stock FundLarge Cap Growth EquitiesFeb 23, 20041.00%
-13.82%
15.10%
0.00%
10
DWS Capital Growth FundLarge Cap Growth EquitiesJul 14, 20000.66%
-10.08%
14.10%
8.48%
12
DWS Large Cap Focus Growth FundLarge Cap Growth EquitiesMay 15, 19910.83%
-9.74%
14.65%
17.21%
21
JPMorgan Large Cap Growth FundLarge Cap Growth EquitiesFeb 28, 19920.69%
-7.65%
18.06%
12.39%
19
SEI Institutional Managed Trust Large Cap Growth F...Large Cap Growth EquitiesDec 20, 19940.89%
-4.88%
15.69%
24.40%
52
Sequoia FundLarge Cap Growth EquitiesJul 15, 19701.00%
-9.44%
11.09%
10.73%
8

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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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