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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
Calamos Growth FundLarge Cap Growth EquitiesSep 4, 19901.28%
-8.90%
12.71%
9.67%
29
Multi-Manager Growth Strategies FundLarge Cap Growth EquitiesJan 3, 20170.74%
-8.71%
12.07%
22
Dunham Focused Large Cap Growth FundLarge Cap Growth EquitiesDec 8, 20111.37%
-15.36%
11.00%
19.51%
3
Davenport Core FundLarge Cap Growth EquitiesJan 15, 19980.86%
-5.58%
10.78%
4.67%
14
DF Dent Premier Growth FundLarge Cap Growth EquitiesJul 16, 20010.99%
-11.42%
11.31%
8.31%
3
BNY Mellon Appreciation Fund, Inc.Large Cap Growth EquitiesJan 18, 19840.88%
-7.53%
11.63%
19.91%
9
BNY Mellon Large Cap Equity FundLarge Cap Growth EquitiesAug 10, 19921.00%
-4.67%
11.96%
26.36%
43
Davis New York Venture Fund Class YLarge Cap Growth EquitiesFeb 17, 19690.67%
0.62%
14.23%
11.08%
71
BNY Mellon Research Growth Fund, Inc.Large Cap Growth EquitiesFeb 4, 19720.83%
-8.40%
14.74%
16.47%
38
BNY Mellon Large Cap Securities FundLarge Cap Growth EquitiesMay 24, 19510.70%
-6.87%
14.53%
10.34%
36
Domini Impact Equity FundLarge Cap Growth EquitiesJun 3, 19911.09%
-4.88%
11.33%
11.75%
28
Touchstone Large Company Growth FundLarge Cap Growth EquitiesAug 28, 20090.72%
-62.38%
5.37%
11.74%
0
Wilshire Large Company Growth PortfolioLarge Cap Growth EquitiesSep 30, 19921.30%
-9.19%
14.95%
28.54%
39
DFA U.S. Large Cap Growth PortfolioLarge Cap Growth EquitiesDec 20, 20120.18%
-3.46%
14.12%
0.93%
23
BNY Mellon Research Growth Fund, Inc.Large Cap Growth EquitiesSep 30, 20080.78%
-8.39%
14.83%
17.04%
38
Eaton Vance Tax Managed Multi Cap Growth FundLarge Cap Growth EquitiesJun 30, 20001.25%
-10.39%
12.60%
9.28%
8
Eaton Vance Growth FundLarge Cap Growth EquitiesSep 9, 20021.05%
-7.73%
14.39%
16.04%
27
Emerald Insights FundLarge Cap Growth EquitiesAug 1, 20141.40%
0.00%
16.72%
8.50%
66
Edgewood Growth FundLarge Cap Growth EquitiesFeb 28, 20061.00%
-13.12%
12.24%
57.02%
4
Eaton Vance Focused Growth Opportunities FundLarge Cap Growth EquitiesMar 7, 20110.76%
-7.86%
16.10%
27.48%
24

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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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