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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.

Number of Funds
429
Avg. Expense Ratio
0.85%
Avg. Yield
11.35%
Avg. 1 Year Return
16.63%
Median Risk/Return Score
17 / 100
The Best Large Cap Growth Equities Mutual Funds

423 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AB Concentrated Growth FundLarge Cap Growth EquitiesFeb 28, 19940.75%
-7.25%
12.34%
9.18%
2
Zevenbergen Genea FundLarge Cap Growth EquitiesAug 31, 20151.30%
1.12%
19.80%
0.00%
5
Zevenbergen Growth FundLarge Cap Growth EquitiesAug 31, 20151.30%
-0.07%
16.57%
1.27%
4

Rows per page

421–423 of 423

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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Best Large Cap Growth Equities Mutual funds by Risk/Return Score

The top Large Cap Growth Equities Mutual funds by PortfoliosLab Risk/Return Score are VPMCX (92) and POGRX (92). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing Large Cap Growth Equities Mutual funds Over 5 Years

The top Large Cap Growth Equities Mutual funds is ONERX (31.43%). Across the lineup, Large Cap Growth Equities Mutual funds show an average 1-year return of 16.63% and an average 5-year return of 10.03%, providing a clearer view of performance across different investment horizons.

SymbolNameReturn 5YAUMInception
One Rock Fund
31.43%
Mar 2020
Wedgewood Fund
30.64%
Sep 2010
Chase Growth Fund
21.98%
Dec 1997
Federated Hermes Kaufmann Large Cap Fund
19.81%
Dec 2007
Alger Capital Appreciation Institutional Fund Clas...
19.62%
Feb 2017

Lowest-Cost Large Cap Growth Equities Mutual funds

The top Large Cap Growth Equities Mutual funds is ACIHX (0.01%). With an average expense ratio of 0.85%, Large Cap Growth Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Highest-Yield Large Cap Growth Equities Mutual funds

The top Large Cap Growth Equities Mutual funds is EGFIX (926.59%). Across the lineup, Large Cap Growth Equities Mutual funds show an average dividend yield of 11.35%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

SymbolNameDividend YieldAUMInception
Edgewood Growth Fund926.59%Feb 2006
Alta Quality Growth Fund85.67%Dec 2018
Brown Advisory Growth Equity Fund82.38%Jun 1999
MassMutual Blue Chip Growth Fund45.07%May 2001
William Blair Growth Fund42.20%Mar 1946

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