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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
11.17%
Avg. 1 Year Return
20.79%
Median Risk/Return Score
22 / 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
Multi-Manager Growth Strategies FundLarge Cap Growth EquitiesJan 3, 20170.74%
6.28%
0.00%
20
Dunham Focused Large Cap Growth FundLarge Cap Growth EquitiesDec 8, 20111.37%
0.12%
13.33%
16.49%
3
Davenport Core FundLarge Cap Growth EquitiesJan 15, 19980.86%
4.89%
12.19%
5.15%
16
DF Dent Premier Growth FundLarge Cap Growth EquitiesJul 16, 20010.99%
-4.82%
12.25%
7.73%
3
BNY Mellon Appreciation Fund, Inc.Large Cap Growth EquitiesJan 18, 19840.88%
1.13%
12.86%
19.93%
10
BNY Mellon Large Cap Equity FundLarge Cap Growth EquitiesAug 10, 19921.00%
5.77%
13.38%
23.76%
36
Davis New York Venture Fund Class YLarge Cap Growth EquitiesFeb 17, 19690.67%
10.33%
15.12%
10.11%
80
BNY Mellon Research Growth Fund, Inc.Large Cap Growth EquitiesFeb 4, 19720.83%
6.37%
16.67%
14.18%
26
BNY Mellon Large Cap Securities FundLarge Cap Growth EquitiesMay 24, 19510.70%
7.10%
16.20%
9.87%
35
Domini Impact Equity FundLarge Cap Growth EquitiesJun 3, 19911.09%
9.17%
13.40%
10.29%
43
Touchstone Large Company Growth FundLarge Cap Growth EquitiesAug 28, 20090.72%
-62.38%
5.54%
11.74%
0
Wilshire Large Company Growth PortfolioLarge Cap Growth EquitiesSep 30, 19921.30%
5.98%
16.96%
24.45%
25
DFA U.S. Large Cap Growth PortfolioLarge Cap Growth EquitiesDec 20, 20120.18%
10.11%
15.94%
0.82%
40
BNY Mellon Research Growth Fund, Inc.Large Cap Growth EquitiesSep 30, 20080.78%
6.39%
16.75%
14.67%
26
Eaton Vance Tax Managed Multi Cap Growth FundLarge Cap Growth EquitiesJun 30, 20001.25%
-1.07%
13.94%
8.40%
9
Eaton Vance Growth FundLarge Cap Growth EquitiesSep 9, 20021.05%
3.39%
15.94%
14.32%
18
Edgewood Growth FundLarge Cap Growth EquitiesFeb 28, 20061.00%
-5.42%
13.64%
909.74%
3
Eaton Vance Focused Growth Opportunities FundLarge Cap Growth EquitiesMar 7, 20110.76%
4.12%
17.75%
24.32%
18
Eaton Vance-Atlanta Capital Focused GrowthLarge Cap Growth EquitiesApr 30, 20020.78%
-13.27%
13.63%
17.74%
1
Eaton Vance Tax Managed Growth 1.2 FundLarge Cap Growth EquitiesFeb 28, 20010.63%
6.98%
15.23%
2.20%
40

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81–100 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.

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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 (95) and POGRX (94). 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 (33.61%). Across the lineup, Large Cap Growth Equities Mutual funds show an average 1-year return of 20.79% and an average 5-year return of 10.60%, providing a clearer view of performance across different investment horizons.

SymbolNameReturn 5YAUMInception
One Rock Fund
33.61%
Mar 2020
Wedgewood Fund
30.88%
Sep 2010
Chase Growth Fund
22.61%
Dec 1997
Federated Hermes Kaufmann Large Cap Fund
20.67%
Dec 2007
Alger Capital Appreciation Institutional Fund Clas...
20.34%
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 (909.74%). Across the lineup, Large Cap Growth Equities Mutual funds show an average dividend yield of 11.17%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

SymbolNameDividend YieldAUMInception
Edgewood Growth Fund909.74%Feb 2006
Alta Quality Growth Fund85.67%Dec 2018
Brown Advisory Growth Equity Fund81.44%Jun 1999
MassMutual Blue Chip Growth Fund44.32%May 2001
Polen Growth Fund41.51%Sep 2010

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