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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
Fidelity Advisor Series Equity Growth FundLarge Cap Growth EquitiesJun 6, 20140.00%
12.38%
19.71%
12.94%
34
Fidelity Magellan Fund Class KLarge Cap Growth EquitiesMay 9, 20080.62%
7.08%
16.03%
6.43%
11
Fidelity Magellan K6 FundLarge Cap Growth EquitiesJun 13, 20190.45%
7.16%
6.15%
11
Fidelity NASDAQ Composite Index FundLarge Cap Growth EquitiesSep 25, 20030.29%
12.94%
19.62%
0.46%
53
Fidelity Advisor New Insights Fund Class ALarge Cap Growth EquitiesJul 31, 20030.93%
11.83%
16.97%
8.36%
53
Fidelity Advisor New Insights Fund Class CLarge Cap Growth EquitiesJul 31, 20031.70%
11.42%
16.08%
12.26%
50
Fidelity Advisor New Insights Fund Class MLarge Cap Growth EquitiesJul 31, 20031.18%
11.69%
16.83%
9.16%
52
American Funds New Perspective Fund Class F-3Large Cap Growth EquitiesMar 13, 19730.41%
6.61%
6.45%
29
Fidelity OTC Portfolio Class KLarge Cap Growth EquitiesMay 9, 20080.73%
27.09%
23.46%
5.94%
90
Fidelity OTC PortfolioLarge Cap Growth EquitiesDec 31, 19840.73%
27.02%
23.35%
6.12%
90
Fidelity OTC K6 PortfolioLarge Cap Growth EquitiesJun 13, 20190.50%
25.05%
3.36%
83
Franklin Growth Opportunities FundLarge Cap Growth EquitiesJun 23, 19990.65%
9.91%
15.39%
15.03%
16
Fidelity Series Blue Chip Growth FundLarge Cap Growth EquitiesNov 7, 20130.00%
17.97%
23.30%
3.16%
73
Fidelity Advisor Stock Selector All Cap Fund Class...Large Cap Growth EquitiesOct 23, 20121.21%
14.80%
15.13%
3.71%
83
Fidelity Large Cap Growth Index FundLarge Cap Growth Equities0.04%
3.18%
0.33%
21
Fidelity Advisor Stock Selector All Cap Fund Class...Large Cap Growth EquitiesMay 9, 20080.58%
15.12%
15.78%
4.15%
84
Fidelity Focused Stock FundLarge Cap Growth EquitiesNov 12, 19960.86%
32.36%
20.05%
9.40%
86
Fidelity Trend FundLarge Cap Growth EquitiesJun 16, 19580.73%
18.61%
20.00%
5.42%
43
Fidelity SAI U.S. Momentum Index FundLarge Cap Growth EquitiesFeb 9, 20170.11%
32.63%
2.09%
78
Fidelity SAI U.S. Quality Index FundLarge Cap Growth EquitiesOct 8, 20150.10%
6.30%
16.42%
3.42%
35

Rows per page

161–180 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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