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Best Mutual Funds Awards: Best Large-Cap Funds

This list highlights the best large-cap funds of 2020, based on each fund outperforming the S&P 500 over the last one-, three-, five- and 10-year periods. Shaded cells indicate the best-of-the-best funds based on 10-year performance. Of 719 large-cap funds at least 10 years old, 88 of them, or 12%, won awards.

All returns as of Dec. 31, 2019.

View Full Special Report: Best Mutual Funds Awards

View All Award-Winning Funds In Each Category

Best Large-Cap Funds

Mutual Fund Symbol 1-year total return 3-year avg annual return 5-year avg annual return 10-year avg annual return Morningstar category Closed to new inv
Benchmark: S&P 500 31.49 15.27 11.70 13.56
Fidelity Advisor Growth Opps M FAGOX 39.95 28.87 17.42 17.59 Large Growth No
Akre Focus Instl AKRIX 35.35 23.19 15.85 17.43 Large Growth No
Fidelity OTC FOCPX 39.22 23.15 16.39 17.11 Large Growth No
Morgan Stanley Insight I CPODX 33.40 30.53 18.35 17.11 Large Growth No
Fidelity Growth Company FDGRX 38.42 21.81 15.62 16.69 Large Growth Yes
Edgewood Growth Instl EGFIX 34.18 22.78 16.42 16.49 Large Growth No
Glenmede Quant US Large Cap Gr Eq GTLLX 34.84 17.88 12.82 15.97 Large Growth No
Fidelity Blue Chip Growth FBGRX 33.44 22.43 14.65 15.84 Large Growth No
JPMorgan Growth Advantage A VHIAX 35.81 21.78 14.65 15.76 Large Growth No
Wells Fargo Growth Inst SGRNX 37.65 23.21 13.87 15.69 Large Growth No
Franklin DynaTech A FKDNX 36.38 25.00 16.49 15.66 Large Growth No
Touchstone Sands Capital Inst Gr CISGX 32.92 23.92 11.75 15.61 Large Growth No
PIMCO StocksPLUS Absolute Return Instl PSPTX 33.12 15.85 11.79 15.58 Large Blend No
Principal LargeCap Growth I Instl PLGIX 34.83 23.17 15.34 15.49 Large Growth No
JPMorgan Large Cap Growth I SEEGX 39.04 24.39 15.20 15.49 Large Growth No
Fidelity Growth Discovery FDSVX 33.79 21.58 14.16 15.45 Large Growth No
Fidelity Advisor Equity Growth I EQPGX 34.01 21.83 14.25 15.43 Large Growth No
William Blair Large Cap Growth I LCGFX 36.35 23.50 15.61 15.41 Large Growth No
DF Dent Premier Growth Investor DFDPX 42.90 24.27 14.82 15.37 Large Growth No
Federated Kaufmann Large Cap Instl KLCIX 38.14 19.56 13.02 15.26 Large Growth No
Loomis Sayles Growth Y LSGRX 31.72 19.43 14.69 15.25 Large Growth Yes
T. Rowe Price New America Growth PRWAX 35.03 22.55 15.22 15.24 Large Growth No
Putnam Growth Opportunities A POGAX 36.42 22.25 14.44 15.03 Large Growth No
AB Large Cap Growth A APGAX 33.77 21.44 15.26 15.01 Large Growth No
Voya Large-Cap Growth W IGOWX 32.60 19.14 13.25 14.97 Large Growth No
Touchstone Large Company Growth Instl DSMLX 36.53 21.55 13.46 14.95 Large Growth No
Fidelity Trend FTRNX 35.88 19.50 13.45 14.94 Large Growth No
Virtus Zevenbergen Innovative Gr Stk A SAGAX 36.73 26.61 16.21 14.93 Large Growth No
American Century Ultra Inv TWCUX 34.60 21.35 14.64 14.91 Large Growth No
The Investment House Growth TIHGX 32.82 19.37 13.14 14.84 Large Growth No
Laudus US Large Cap Growth LGILX 32.58 21.87 14.15 14.78 Large Growth No
State Street Instl Premier Growth Eq Inv SSPGX 38.10 20.26 13.15 14.71 Large Growth No
T. Rowe Price Tax-Efficient Equity PREFX 36.04 20.47 13.75 14.64 Large Growth No
Brown Advisory Growth Equity Inv BIAGX 40.48 24.38 14.80 14.58 Large Growth No
Hartford Core Equity Y HGIYX 33.84 17.16 12.70 14.56 Large Blend No
MassMutual Select Fundamental Growth R5 MOTCX 33.20 19.47 13.44 14.56 Large Growth No
PGIM Jennison Focused Growth Z SPFZX 32.93 22.90 15.11 14.55 Large Growth No
Harbor Capital Appreciation Instl HACAX 33.28 21.68 14.62 14.55 Large Growth No
JHFunds2 Capital Appreciation NAV JHCPX 33.20 21.69 14.65 14.53 Large Growth No
Hartford Disciplined Equity HLS IA HIAGX 34.12 17.02 12.61 14.51 Large Blend No
GuideStone Funds Growth Equity Instl GGEYX 34.79 21.80 13.59 14.51 Large Growth No
Alger Capital Appreciation Ptfl I-2 ALVOX 33.58 20.49 13.30 14.46 Large Growth No
Ave Maria Growth AVEGX 37.09 19.69 13.33 14.44 Large Growth No
ClearBridge Large Cap Growth A SBLGX 31.69 17.95 13.85 14.39 Large Growth No
Alger Spectra A SPECX 32.15 19.73 12.90 14.38 Large Growth No
MassMutual Premier Disciplined Gr Svc DEIGX 33.34 17.96 12.70 14.37 Large Growth No
TIAA-CREF Quant Large-Cap Growth Instl TLIIX 32.68 18.43 13.90 14.36 Large Growth No
Vanguard US Growth Investor VWUSX 33.41 20.89 13.72 14.35 Large Growth No
Putnam Sustainable Leaders A PNOPX 35.84 20.22 13.25 14.30 Large Growth No
Nationwide Dynamic US Growth R6 MUIGX 37.56 19.95 13.35 14.29 Large Blend No
Columbia Select Large Cap Growth Inst UMLGX 37.92 21.01 11.82 14.27 Large Growth No
Transamerica Large Growth R4 TGWFX 34.27 20.98 14.20 14.25 Large Growth No
MFS Massachusetts Inv Gr Stk A MIGFX 39.91 21.97 14.00 14.22 Large Growth No
Baron Fifth Avenue Growth Retail BFTHX 33.97 23.96 14.68 14.22 Large Growth No
AB Concentrated Growth Advisor WPSGX 39.67 20.36 13.23 14.21 Large Growth No
Voya Large Cap Growth Port S IEOSX 32.41 18.97 13.13 14.21 Large Growth No
PGIM Jennison Growth A PJFAX 32.73 21.36 14.30 14.20 Large Growth No
Nuveen Winslow Large-Cap Growth ESG I NVLIX 33.43 22.43 13.88 14.19 Large Growth No
Elfun Trusts ELFNX 35.57 18.05 12.16 14.18 Large Growth No
Ivy Large Cap Growth A WLGAX 36.44 21.57 14.18 14.16 Large Growth No
Wells Fargo Endeavor Select A STAEX 38.66 24.36 14.74 14.13 Large Growth No
Meridian Enhanced Equity Legacy MEIFX 44.97 22.60 15.18 14.11 Large Growth Yes
Alger Capital Appreciation Instl I ALARX 33.12 20.02 13.03 14.09 Large Growth No
Alger Focus Equity I ALGRX 33.92 21.98 14.45 14.09 Large Growth No
Janus Henderson Research D JNRFX 35.40 18.45 12.19 14.06 Large Growth Yes
Congress Large Cap Growth Institutional CMLIX 34.97 20.01 13.44 14.05 Large Growth No
Wells Fargo Large Cap Growth Inst STNFX 33.09 21.45 12.93 14.04 Large Growth No
TCW Select Equities I TGCEX 36.02 22.68 13.75 14.03 Large Growth No
Commerce Growth CFGRX 35.55 19.67 14.46 14.02 Large Growth No
Baron Opportunity Retail BIOPX 40.29 28.66 15.45 14.02 Large Growth No
MFS Growth B MEGBX 36.32 21.51 14.11 14.01 Large Growth No
Eaton Vance Atlanta Capital Focused Gr I EILGX 38.37 24.28 15.33 13.98 Large Growth No
DWS Capital Growth S SCGSX 36.93 19.25 13.81 13.95 Large Growth No
American Century Select Inv TWCIX 36.31 19.20 13.98 13.95 Large Growth No
Janus Henderson VIT Forty Instl JACAX 37.16 22.16 15.89 13.94 Large Growth No
American Century Focused Dynamic Gr I ACFSX 32.60 24.02 14.31 13.93 Large Growth No
Columbia Large Cap Growth V GAEGX 35.83 18.45 12.76 13.92 Large Growth Yes
DWS Large Cap Focus Growth S SCQGX 37.28 19.00 13.78 13.91 Large Growth No
Calvert Equity A CSIEX 36.50 21.72 13.86 13.88 Large Growth No
MainStay Large Cap Growth A MLAAX 33.39 22.18 13.47 13.88 Large Growth No
Frost Growth Equity Inst FICEX 33.49 21.56 13.99 13.85 Large Growth No
Pioneer Fundamental Growth A PIGFX 33.84 17.71 12.45 13.84 Large Growth No
Invesco Summit P SMMIX 38.66 20.51 13.81 13.76 Large Growth Yes
BNY Mellon Large Cap Growth A DAPAX 34.90 18.73 13.05 13.74 Large Growth No
American Century Growth Inv TWCGX 35.40 20.11 13.54 13.68 Large Growth No
Goldman Sachs Strategic Growth Instl GSTIX 35.57 20.57 13.02 13.67 Large Growth No
Wells Fargo Omega Growth A EKOAX 36.72 22.45 13.19 13.67 Large Growth No
JHancock US Global Leaders Growth A USGLX 33.01 19.97 13.45 13.59 Large Growth No
The 2020 Best Mutual Funds logo and accolades are available for licensing through Investor's Business Daily's partner, The YGS Group. For more information and ordering, please visit www.IBDlicensing.com or call 800-290-5460.
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