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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 414 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.

Click on any fund in the list to see complete information, including risk and performance analysis.


Category: Large Cap Growth Equities
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
CHASX
Chase Growth FundLarge Cap Growth EquitiesDec 2, 19971.14%
20.60%
12.03%
4.81%
Chesapeake Growth FundLarge Cap Growth EquitiesSep 29, 19971.67%
3.12%
9.44%
0.00%
Capital Advisors Growth FundLarge Cap Growth EquitiesDec 31, 19991.01%
11.33%
11.77%
0.38%
Congress Large Cap Growth FundLarge Cap Growth EquitiesMar 15, 19280.68%
9.24%
13.79%
3.25%
City National Rochdale U.S. Core Equity FundLarge Cap Growth EquitiesDec 3, 20120.51%
7.54%
11.79%
12.06%
Catalyst Dynamic Alpha FundLarge Cap Growth EquitiesDec 22, 20111.38%
12.67%
11.33%
0.00%
Morgan Stanley Insight FundLarge Cap Growth EquitiesJul 28, 19970.83%
0.46%
12.53%
0.00%
Calvert Equity FundLarge Cap Growth EquitiesAug 24, 19870.91%
3.58%
13.23%
1.73%
Columbia Global Technology Growth Fund Class ATechnology Equities, Large Cap Growth EquitiesNov 9, 20001.18%
12.65%
20.13%
2.09%
Capital Group U.S. Equity FundLarge Cap Growth EquitiesApr 1, 20110.42%
8.49%
9.81%
5.92%
Calamos Growth FundLarge Cap Growth EquitiesSep 4, 19901.28%
12.46%
11.64%
3.98%
Multi-Manager Growth Strategies FundLarge Cap Growth EquitiesJan 3, 20170.74%
12.12%
4.98%
Dunham Focused Large Cap Growth FundLarge Cap Growth EquitiesDec 8, 20111.37%
11.67%
14.58%
2.15%
Davenport Core FundLarge Cap Growth EquitiesJan 15, 19980.86%
8.15%
10.45%
3.23%
MassMutual Disciplined Growth FundLarge Cap Growth EquitiesDec 19, 20000.77%
14.30%
13.89%
3.83%
DF Dent Premier Growth FundLarge Cap Growth EquitiesJul 16, 20010.99%
7.04%
10.87%
17.46%
BNY Mellon Appreciation Fund, Inc.Large Cap Growth EquitiesJan 18, 19840.88%
6.57%
11.39%
7.63%
BNY Mellon Large Cap Equity FundLarge Cap Growth EquitiesAug 10, 19921.00%
12.47%
11.49%
40.68%
BNY Mellon U.S. Equity FundLarge Cap Growth EquitiesMay 30, 20080.81%
6.02%
10.45%
124.17%
BNY Mellon Research Growth Fund, Inc.Large Cap Growth EquitiesFeb 4, 19720.83%
12.30%
13.56%
3.17%

61–80 of 414

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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