If you're evaluating mutual funds for your investment portfolio or retirement account, this list highlights the best U.S. diversified mutual funds to consider now, 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 1,286 U.S. diversified stock funds at least 10 years old, 318 of them, or 25%, won awards.
All returns as of Dec. 31, 2020.
View Full Special Report: Best Mutual Funds Awards
View All Award-Winning Funds In Each Category
Best U.S. Diversified Mutual Funds
Mutual fund | Symbol | 1-year total % return (%) | 3-year average annual return (%) | 5-year average annual return (%) | 10-year average annual return (%) | Morningstar category | Closed to new inv |
---|---|---|---|---|---|---|---|
Benchmark: S&P 500 | 18.40 | 14.18 | 15.22 | 13.88 | |||
Baron Partners Retail | BPTRX | 148.52 | 52.28 | 37.04 | 23.71 | Mid-Cap Growth | No |
Morgan Stanley Insight I | CPODX | 116.57 | 48.11 | 35.94 | 23.51 | Large Growth | No |
Morgan Stanley Inst Growth I | MSEQX | 115.57 | 41.92 | 32.17 | 23.12 | Large Growth | No |
Virtus KAR Small-Cap Growth I | PXSGX | 43.28 | 29.91 | 30.13 | 22.11 | Small Growth | Yes |
Virtus Zevenbergen Innovative Gr Stk A | SAGAX | 119.10 | 49.17 | 34.15 | 21.92 | Large Growth | No |
Transamerica Capital Growth A | IALAX | 111.61 | 40.01 | 30.80 | 21.88 | Large Growth | No |
Fidelity Advisor Growth Opps M | FAGOX | 68.19 | 38.89 | 29.12 | 21.29 | Large Growth | No |
T. Rowe Price New Horizons | PRNHX | 57.72 | 31.23 | 26.21 | 20.70 | Mid-Cap Growth | Yes |
Fidelity Growth Company | FDGRX | 67.51 | 30.33 | 26.27 | 20.59 | Large Growth | Yes |
Morgan Stanley Inst Advantage I | MPAIX | 74.79 | 31.92 | 25.53 | 20.28 | Large Growth | No |
Lord Abbett Micro Cap Growth I | LMIYX | 79.62 | 35.46 | 28.55 | 20.20 | Small Growth | No |
Delaware Smid Cap Growth A | DFCIX | 93.92 | 37.99 | 27.71 | 20.16 | Mid-Cap Growth | No |
Morgan Stanley Inst Discovery I | MPEGX | 142.56 | 56.09 | 35.63 | 19.97 | Mid-Cap Growth | No |
American Century Focused Dynamic Gr I | ACFSX | 73.63 | 34.93 | 28.53 | 19.50 | Large Growth | No |
Fidelity OTC | FOCPX | 46.79 | 25.53 | 23.10 | 19.48 | Large Growth | No |
Fidelity Blue Chip Growth | FBGRX | 62.23 | 29.82 | 24.77 | 19.43 | Large Growth | No |
Morgan Stanley Inst Inception I | MSSGX | 150.57 | 51.04 | 33.14 | 19.42 | Small Growth | No |
PGIM Jennison Focused Growth Z | SPFZX | 67.36 | 31.63 | 24.56 | 19.40 | Large Growth | No |
Edgewood Growth Instl | EGFIX | 42.21 | 24.98 | 22.21 | 19.29 | Large Growth | No |
Wasatch Ultra Growth | WAMCX | 71.38 | 37.79 | 30.04 | 19.03 | Small Growth | Yes |
Franklin DynaTech A | FKDNX | 57.68 | 30.27 | 25.54 | 19.01 | Large Growth | No |
Eventide Gilead N | ETGLX | 55.11 | 26.47 | 22.08 | 18.94 | Mid-Cap Growth | No |
Transamerica Large Growth R4 | TGWFX | 72.99 | 32.23 | 25.28 | 18.86 | Large Growth | No |
BNY Mellon Sm/Md Cp Gr I | SDSCX | 68.49 | 32.15 | 26.46 | 18.82 | Mid-Cap Growth | No |
Baron Opportunity Retail | BIOPX | 88.75 | 41.97 | 30.78 | 18.77 | Large Growth | No |
Artisan Small Cap Investor | ARTSX | 61.00 | 32.14 | 25.29 | 18.66 | Small Growth | No |
Baron Focused Growth Retail | BFGFX | 122.21 | 44.19 | 30.70 | 18.53 | Mid-Cap Growth | No |
JPMorgan Growth Advantage A | VHIAX | 53.25 | 26.98 | 22.84 | 18.52 | Large Growth | No |
Touchstone Sands Capital Select Growth Z | PTSGX | 69.22 | 33.12 | 23.56 | 18.51 | Large Growth | No |
Vanguard US Growth Investor | VWUSX | 58.57 | 28.63 | 22.69 | 18.44 | Large Growth | No |
JHFunds2 Capital Appreciation NAV | JHCPX | 56.35 | 27.27 | 22.69 | 18.43 | Large Growth | No |
Hartford Growth Opportunities Y | HGOYX | 61.95 | 28.36 | 22.37 | 18.40 | Large Growth | No |
Harbor Capital Appreciation Instl | HACAX | 54.43 | 26.76 | 22.45 | 18.33 | Large Growth | No |
Sparrow Growth A | SGFFX | 97.82 | 38.94 | 27.47 | 18.32 | Mid-Cap Growth | No |
JPMorgan Large Cap Growth I | SEEGX | 56.04 | 29.60 | 24.09 | 18.31 | Large Growth | No |
T. Rowe Price Lrg Cp Gr I | TRLGX | 39.56 | 23.22 | 21.54 | 18.18 | Large Growth | No |
Wasatch Micro Cap | WMICX | 64.71 | 33.94 | 28.65 | 18.12 | Small Growth | No |
PGIM Jennison Growth A | PJFAX | 55.71 | 26.84 | 22.35 | 18.10 | Large Growth | No |
Jackson Square SMID-Cap Growth IS | DCGTX | 65.04 | 29.97 | 23.34 | 18.06 | Mid-Cap Growth | No |
MassMutual Select Growth Opps R5 | MGRSX | 57.67 | 28.07 | 20.91 | 17.84 | Large Growth | No |
American Century Ultra Inv | TWCUX | 49.78 | 26.60 | 22.81 | 17.83 | Large Growth | No |
Baron Fifth Avenue Growth Retail | BFTHX | 50.42 | 26.77 | 22.92 | 17.79 | Large Growth | No |
BlackRock Mid-Cap Growth Equity Instl | CMGIX | 46.13 | 26.98 | 23.22 | 17.74 | Mid-Cap Growth | No |
T. Rowe Price Instl Large Cap Core Gr | TPLGX | 34.69 | 21.44 | 19.84 | 17.73 | Large Growth | No |
Homestead Growth | HNASX | 38.65 | 22.76 | 21.17 | 17.73 | Large Growth | No |
T. Rowe Price Blue Chip Growth | TRBCX | 34.73 | 21.33 | 19.76 | 17.67 | Large Growth | No |
TIAA-CREF Large-Cap Growth Inst | TILGX | 44.24 | 23.56 | 20.26 | 17.64 | Large Growth | No |
Brown Capital Mgmt Small Co Inv | BCSIX | 45.26 | 23.08 | 21.09 | 17.62 | Small Growth | Yes |
Wells Fargo Growth Inst | SGRNX | 49.49 | 27.43 | 22.70 | 17.61 | Large Growth | No |
Akre Focus Instl | AKRIX | 20.70 | 19.92 | 19.63 | 17.56 | Large Growth | No |
BNY Mellon Small Cap Gr I | SSETX | 71.25 | 30.85 | 25.81 | 17.55 | Small Growth | No |
VALIC Company II Small Cap Growth | VASMX | 59.82 | 28.02 | 26.20 | 17.53 | Small Growth | No |
JHancock Blue Chip Growth NAV | JHBCX | 34.35 | 21.12 | 19.57 | 17.51 | Large Growth | No |
Columbia Small Cap Growth I Inst | CMSCX | 70.18 | 32.94 | 27.81 | 17.49 | Small Growth | No |
VALIC Company I Blue Chip Growth | VCBCX | 34.37 | 21.17 | 19.57 | 17.49 | Large Growth | No |
T. Rowe Price New America Growth | PRWAX | 44.71 | 25.55 | 21.98 | 17.48 | Large Growth | No |
AB Small Cap Growth A | QUASX | 53.59 | 27.37 | 24.24 | 17.45 | Small Growth | No |
MassMutual Select Blue Chip Growth R5 | MBCSX | 33.54 | 20.57 | 19.33 | 17.41 | Large Growth | No |
AB Large Cap Growth A | APGAX | 34.03 | 22.26 | 19.80 | 17.37 | Large Growth | No |
JPMorgan Small Cap Growth A | PGSGX | 59.21 | 27.60 | 25.88 | 17.32 | Small Growth | No |
Fidelity Trend | FTRNX | 47.00 | 24.69 | 21.27 | 17.32 | Large Growth | No |
William Blair Large Cap Growth I | LCGFX | 36.59 | 25.14 | 21.34 | 17.31 | Large Growth | No |
The Investment House Growth | TIHGX | 39.61 | 21.00 | 20.14 | 17.26 | Large Growth | No |
Buffalo Early Stage Growth Fd | BUFOX | 47.69 | 23.88 | 21.84 | 17.22 | Small Growth | No |
Virtus KAR Mid-Cap Growth A | PHSKX | 65.23 | 36.24 | 28.04 | 17.18 | Mid-Cap Growth | No |
Fidelity Advisor Equity Growth I | EQPGX | 43.84 | 24.37 | 21.20 | 17.15 | Large Growth | No |
Fidelity Growth Discovery | FDSVX | 43.50 | 24.18 | 21.03 | 17.15 | Large Growth | No |
Polen Growth Institutional | POLIX | 33.24 | 25.37 | 20.19 | 17.12 | Large Growth | No |
Lord Abbett Developing Growth A | LAGWX | 72.57 | 33.74 | 24.77 | 17.11 | Small Growth | No |
Federated Hermes Kaufmann Small Cap A | FKASX | 43.41 | 27.10 | 24.53 | 17.11 | Small Growth | No |
Janus Henderson VIT Forty Instl | JACAX | 39.40 | 24.93 | 21.03 | 17.02 | Large Growth | No |
Wells Fargo Discovery Admin | WFDDX | 61.98 | 28.01 | 23.78 | 17.02 | Mid-Cap Growth | No |
Alger Capital Appreciation Ptfl I-2 | ALVOX | 41.75 | 23.67 | 20.04 | 16.98 | Large Growth | No |
Laudus US Large Cap Growth | LGILX | 38.33 | 23.19 | 20.33 | 16.98 | Large Growth | No |
Principal LargeCap Growth I Instl | PLGIX | 36.06 | 23.89 | 20.75 | 16.96 | Large Growth | No |
Putnam Growth Opportunities A | POGAX | 38.41 | 24.52 | 21.87 | 16.96 | Large Growth | No |
Alger Focus Equity I | ALGRX | 45.75 | 25.54 | 21.74 | 16.95 | Large Growth | No |
Harbor Mid Cap Growth Instl | HAMGX | 61.54 | 30.22 | 24.07 | 16.93 | Mid-Cap Growth | No |
JHFunds2 Mid Cap Stock NAV | JHMSX | 64.79 | 30.18 | 23.33 | 16.92 | Mid-Cap Growth | No |
T. Rowe Price Growth Stock | PRGFX | 36.93 | 21.03 | 19.16 | 16.86 | Large Growth | No |
State Street Instl Premier Growth Eq Inv | SSPGX | 34.45 | 22.00 | 19.21 | 16.83 | Large Growth | No |
VY T. Rowe Price Growth Equity I | ITGIX | 36.68 | 20.94 | 19.12 | 16.82 | Large Growth | No |
Alger Spectra A | SPECX | 43.59 | 23.44 | 19.73 | 16.78 | Large Growth | No |
Alger Small Cap Focus I | AOFIX | 53.29 | 29.51 | 24.84 | 16.77 | Small Growth | Yes |
Loomis Sayles Growth Y | LSGRX | 31.77 | 19.17 | 18.90 | 16.76 | Large Growth | Yes |
AB Growth A | AGRFX | 35.93 | 22.72 | 20.20 | 16.76 | Large Growth | No |
Hood River Small-Cap Growth Instl | HRSMX | 60.68 | 22.94 | 20.55 | 16.68 | Small Growth | No |
RiverPark Large Growth Institutional | RPXIX | 55.32 | 25.25 | 22.20 | 16.66 | Large Growth | No |
Alger Capital Appreciation Instl I | ALARX | 41.34 | 23.09 | 19.68 | 16.63 | Large Growth | No |
Alger Capital Appreciation A | ACAAX | 41.63 | 23.13 | 19.70 | 16.61 | Large Growth | No |
Alger Large Cap Growth I-2 | AAGOX | 67.03 | 29.57 | 22.62 | 16.56 | Large Growth | No |
ClearBridge Large Cap Growth A | SBLGX | 30.83 | 19.75 | 18.07 | 16.50 | Large Growth | No |
Invesco Discovery A | OPOCX | 50.06 | 25.53 | 21.63 | 16.50 | Small Growth | Yes |
Janus Henderson Forty S | JARTX | 38.60 | 24.05 | 20.22 | 16.49 | Large Growth | No |
Alger Weatherbie Specialized Gr Prt I-2 | AAMOX | 58.82 | 28.60 | 24.76 | 16.48 | Mid-Cap Growth | No |
Goldman Sachs Strategic Growth Instl | GSTIX | 41.59 | 23.77 | 20.34 | 16.47 | Large Growth | No |
Tocqueville Opportunity | TOPPX | 52.86 | 27.28 | 20.99 | 16.45 | Mid-Cap Growth | No |
Value Line Larger Companies Focused Inv | VALLX | 45.98 | 22.95 | 20.04 | 16.44 | Large Growth | No |
Goldman Sachs Large Cap Gr Insghts Instl | GCGIX | 32.16 | 17.82 | 18.00 | 16.41 | Large Growth | No |
UBS US Small Cap Growth P | BISCX | 60.51 | 25.84 | 20.49 | 16.40 | Small Growth | No |
JPMorgan Mid Cap Growth I | HLGEX | 48.26 | 25.23 | 20.57 | 16.29 | Mid-Cap Growth | No |
Victory RS Small Cap Equity A | GPSCX | 37.99 | 20.52 | 19.50 | 16.27 | Small Growth | Yes |
AllianzGI Focused Growth C | PGWCX | 47.37 | 22.35 | 19.20 | 16.26 | Large Growth | No |
Columbia Select Large Cap Growth Inst | UMLGX | 47.76 | 24.58 | 19.09 | 16.26 | Large Growth | No |
Invesco Summit P | SMMIX | 42.13 | 24.19 | 20.56 | 16.24 | Large Growth | Yes |
BlackRock Large Cap Focus Growth Instl | MAFOX | 46.84 | 25.89 | 21.14 | 16.23 | Large Growth | No |
Goldman Sachs Small/Mid Cap Growth Instl | GSMYX | 53.04 | 25.94 | 20.73 | 16.19 | Mid-Cap Growth | No |
Nuveen Winslow Large-Cap Growth ESG I | NVLIX | 37.89 | 23.97 | 19.90 | 16.16 | Large Growth | No |
Wasatch Small Cap Growth Investor | WAAEX | 54.48 | 30.86 | 23.38 | 16.16 | Small Growth | No |
Virtus KAR Small-Cap Core I | PKSFX | 21.35 | 18.61 | 21.46 | 16.12 | Mid-Cap Growth | Yes |
Fidelity Large Cap Growth Enhanced Idx | FLGEX | 35.98 | 19.81 | 18.80 | 16.11 | Large Growth | No |
Thrivent Large Cap Growth S | THLCX | 42.91 | 24.34 | 19.30 | 16.05 | Large Growth | No |
Fidelity Small Cap Growth | FCPGX | 36.41 | 21.06 | 20.50 | 16.05 | Small Growth | No |
TCW Select Equities I | TGCEX | 39.33 | 24.66 | 18.79 | 16.04 | Large Growth | No |
AB Discovery Growth A | CHCLX | 52.51 | 23.86 | 21.41 | 16.03 | Mid-Cap Growth | No |
GuideStone Funds Growth Equity Instl | GGEYX | 35.75 | 22.81 | 19.42 | 16.02 | Large Growth | No |
Voya Large-Cap Growth W | IGOWX | 30.93 | 19.59 | 18.11 | 15.99 | Large Growth | No |
DWS Capital Growth S | SCGSX | 38.57 | 23.01 | 19.55 | 15.98 | Large Growth | No |
Alger Weatherbie Specialized Growth A | ALMAX | 56.80 | 27.88 | 24.45 | 15.97 | Mid-Cap Growth | No |
Buffalo Small Cap | BUFSX | 66.36 | 30.25 | 24.43 | 15.94 | Small Growth | No |
Optimum Large Cap Growth Instl | OILGX | 33.98 | 20.35 | 18.43 | 15.94 | Large Growth | No |
Victory RS Small Cap Growth A | RSEGX | 37.84 | 20.06 | 19.03 | 15.90 | Small Growth | No |
Wells Fargo Endeavor Select A | STAEX | 37.01 | 24.91 | 21.16 | 15.90 | Large Growth | No |
T. Rowe Price Tax-Efficient Equity | PREFX | 35.32 | 22.36 | 19.37 | 15.89 | Large Growth | No |
Virtus KAR Capital Growth A | PSTAX | 49.47 | 24.41 | 20.78 | 15.88 | Large Growth | No |
Jackson Square Large-Cap Growth IS | DPLGX | 44.07 | 21.14 | 16.74 | 15.87 | Large Growth | No |
Wells Fargo Emerging Growth Admin | WFGDX | 58.35 | 26.00 | 22.00 | 15.87 | Small Growth | No |
Artisan Mid Cap Investor | ARTMX | 58.75 | 28.15 | 20.24 | 15.87 | Mid-Cap Growth | No |
MainStay Winslow Large Cap Growth A | MLAAX | 36.97 | 23.64 | 19.46 | 15.87 | Large Growth | No |
Gabelli Growth AAA | GABGX | 39.12 | 23.88 | 20.41 | 15.86 | Large Growth | No |
USAA Growth | USAAX | 37.02 | 18.70 | 17.97 | 15.82 | Large Growth | No |
Wasatch Core Growth | WGROX | 36.56 | 20.61 | 19.24 | 15.80 | Small Growth | Yes |
Wells Fargo Enterprise A | SENAX | 58.32 | 27.91 | 22.88 | 15.79 | Mid-Cap Growth | No |
Federated Hermes Kaufmann Large Cap IS | KLCIX | 28.55 | 21.14 | 18.11 | 15.79 | Large Growth | No |
Saratoga Large Capitalization Growth I | SLCGX | 28.70 | 17.44 | 16.12 | 15.78 | Large Growth | No |
Wells Fargo Omega Growth A | EKOAX | 42.79 | 24.96 | 21.29 | 15.76 | Large Growth | No |
MassMutual Select Fundamental Growth R5 | MOTCX | 33.62 | 21.38 | 18.79 | 15.75 | Mid-Cap Growth | No |
JHancock US Global Leaders Growth A | USGLX | 35.37 | 23.10 | 18.68 | 15.75 | Large Growth | No |
American Century Select Inv | TWCIX | 33.97 | 20.73 | 19.07 | 15.75 | Large Growth | No |
Voya Large Cap Growth Port S | IEOSX | 30.59 | 19.33 | 17.92 | 15.74 | Large Growth | No |
Ivy Large Cap Growth A | WLGAX | 30.76 | 22.11 | 18.91 | 15.73 | Large Growth | No |
DWS Large Cap Focus Growth S | SCQGX | 40.75 | 23.76 | 19.54 | 15.73 | Large Growth | No |
MassMutual Premier Disciplined Gr Svc | DEIGX | 31.08 | 18.77 | 18.16 | 15.71 | Large Growth | No |
American Beacon Bridgeway Lg Cp Gr R5 | BRLGX | 34.48 | 18.06 | 17.19 | 15.71 | Large Growth | No |
BNY Mellon Research Growth Z | DREQX | 46.32 | 24.04 | 19.26 | 15.70 | Large Growth | Yes |
Fidelity Focused Stock | FTQGX | 33.28 | 22.63 | 20.10 | 15.68 | Large Growth | No |
Invesco Discv Mid Cap Gr Y | OEGYX | 40.52 | 22.44 | 19.21 | 15.67 | Mid-Cap Growth | No |
DF Dent Premier Growth Investor | DFDPX | 28.33 | 23.15 | 20.33 | 15.65 | Large Growth | No |
Neuberger Berman Small Cap Growth Inv | NBMIX | 42.81 | 26.57 | 22.49 | 15.64 | Small Growth | Yes |
Federated Hermes MDT Large Cap Growth IS | QILGX | 38.32 | 22.93 | 19.94 | 15.62 | Large Growth | No |
Lisanti Small Cap Growth | ASCGX | 52.85 | 23.50 | 20.90 | 15.61 | Small Growth | No |
Marsico Growth | MGRIX | 57.11 | 27.52 | 20.88 | 15.61 | Large Growth | No |
Wells Fargo Premier Large Co Gr A | EKJAX | 39.36 | 23.27 | 19.32 | 15.61 | Large Growth | No |
Invesco Small Cap Growth A | GTSAX | 57.00 | 21.09 | 19.81 | 15.61 | Small Growth | Yes |
Dunham Small Cap Growth N | DNDGX | 68.51 | 26.57 | 22.86 | 15.61 | Small Growth | No |
Congress Large Cap Growth Institutional | CMLIX | 31.70 | 21.19 | 18.04 | 15.60 | Large Growth | No |
Alger Small Cap Growth I-2 | AASOX | 67.15 | 29.92 | 24.57 | 15.59 | Small Growth | No |
Glenmede Quant US Large Cap Gr Eq | GTLLX | 18.58 | 14.97 | 15.79 | 15.58 | Large Growth | No |
Touchstone Large Company Growth Instl | DSMLX | 29.21 | 18.74 | 17.72 | 15.58 | Large Growth | No |
PGIM Jennison Diversified Growth A | TBDAX | 42.39 | 22.30 | 19.28 | 15.56 | Large Growth | No |
Wells Fargo Fundamental Sm Cap Gr Gr A | EGWAX | 65.63 | 29.81 | 23.52 | 15.55 | Small Growth | No |
VALIC Company I Growth | VCULX | 41.80 | 22.05 | 19.93 | 15.54 | Large Growth | No |
BMO Large-Cap Growth Y | MASTX | 29.12 | 17.59 | 17.70 | 15.54 | Large Growth | No |
Great-West Large Cap Growth Inv | MXLGX | 41.45 | 24.46 | 20.42 | 15.54 | Large Growth | No |
VALIC Company I Small Cap Agrsv Gr | VSAGX | 37.77 | 20.51 | 19.69 | 15.54 | Small Growth | No |
American Century Small Cap Growth Inv | ANOIX | 50.88 | 25.20 | 22.29 | 15.53 | Small Growth | No |
William Blair Small-Mid Cap Gr I | WSMDX | 32.35 | 19.24 | 18.45 | 15.51 | Mid-Cap Growth | No |
Commerce Growth | CFGRX | 28.93 | 20.11 | 19.15 | 15.50 | Large Growth | No |
Marsico Focus | MFOCX | 50.09 | 25.88 | 20.01 | 15.50 | Large Growth | No |
VY Baron Growth I | IBGIX | 33.55 | 22.20 | 19.88 | 15.48 | Mid-Cap Growth | No |
Wells Fargo Large Cap Growth Inst | STNFX | 32.58 | 21.22 | 18.37 | 15.48 | Large Growth | No |
ClearBridge Small Cap Growth A | SASMX | 43.45 | 23.23 | 19.85 | 15.47 | Small Growth | Yes |
Columbia Large Cap Growth V | GAEGX | 34.04 | 20.40 | 17.56 | 15.47 | Large Growth | Yes |
MFS Growth B | MEGBX | 30.31 | 21.74 | 18.86 | 15.46 | Large Growth | No |
Frost Growth Equity Inst | FICEX | 32.68 | 22.18 | 19.17 | 15.45 | Large Growth | No |
Delaware US Growth A | DUGAX | 44.17 | 20.84 | 16.38 | 15.43 | Large Growth | No |
Pioneer Fundamental Growth A | PIGFX | 27.03 | 19.11 | 16.51 | 15.43 | Large Growth | No |
Franklin Growth Opportunities Adv | FRAAX | 45.73 | 24.71 | 19.48 | 15.42 | Large Growth | No |
Principal SmallCap Growth I Instl | PGRTX | 42.06 | 21.53 | 19.89 | 15.42 | Small Growth | No |
PACE Large Co Growth Equity P | PCLCX | 39.44 | 21.22 | 18.49 | 15.41 | Large Growth | No |
Fidelity Contrafund | FCNTX | 32.58 | 19.04 | 18.18 | 15.40 | Large Growth | No |
Hartford Small Company HLS IA | HIASX | 55.52 | 26.83 | 21.35 | 15.35 | Small Growth | Yes |
MFS Mid Cap Growth A | OTCAX | 35.33 | 23.32 | 19.78 | 15.34 | Mid-Cap Growth | No |
Elfun Trusts | ELFNX | 25.07 | 17.88 | 16.89 | 15.33 | Large Growth | No |
JPMorgan Intrepid Growth I | JPGSX | 27.78 | 16.76 | 17.28 | 15.33 | Large Growth | No |
Baron Asset Retail | BARAX | 32.98 | 22.26 | 19.61 | 15.33 | Mid-Cap Growth | No |
Alger Small Cap Growth Institutional I | ALSRX | 64.87 | 28.87 | 24.11 | 15.32 | Small Growth | No |
Columbia Large Cap Growth Opp Inst | NFEPX | 40.84 | 22.54 | 19.03 | 15.31 | Large Growth | No |
AIG Focused Growth A | FOCAX | 51.78 | 20.77 | 19.49 | 15.30 | Large Growth | No |
Invesco American Franchise Y | VAFIX | 42.56 | 23.46 | 19.66 | 15.29 | Large Growth | No |
Putnam Small Cap Growth A | PNSAX | 47.65 | 25.58 | 20.89 | 15.29 | Small Growth | No |
Brown Advisory Growth Equity Inv | BIAGX | 32.37 | 24.99 | 19.82 | 15.29 | Large Growth | No |
Vanguard Capital Opportunity Inv | VHCOX | 22.79 | 14.55 | 16.50 | 15.28 | Large Growth | Yes |
American Century Growth Inv | TWCGX | 35.21 | 21.66 | 19.53 | 15.28 | Large Growth | No |
American Funds Growth Fund of Amer A | AGTHX | 37.81 | 19.69 | 18.59 | 15.28 | Large Growth | No |
Columbia Disciplined Growth A | RDLAX | 28.56 | 16.53 | 16.51 | 15.27 | Large Growth | No |
Principal MidCap Growth R5 | PHPPX | 60.90 | 24.22 | 20.54 | 15.27 | Mid-Cap Growth | No |
Buffalo Discovery | BUFTX | 33.81 | 18.08 | 16.87 | 15.27 | Mid-Cap Growth | No |
Conestoga Small Cap Investors | CCASX | 30.34 | 17.97 | 19.19 | 15.26 | Small Growth | Yes |
Janus Henderson VIT Enterprise Instl | JAAGX | 19.47 | 17.25 | 18.21 | 15.25 | Mid-Cap Growth | No |
BlackRock Capital Appreciation K | BFGBX | 40.57 | 23.85 | 20.41 | 15.25 | Large Growth | No |
ClearBridge Mid Cap Growth I | LBGIX | 45.09 | 21.40 | 17.61 | 15.24 | Mid-Cap Growth | No |
Emerald Growth A | HSPGX | 38.42 | 16.11 | 17.18 | 15.21 | Small Growth | No |
T. Rowe Price Instl Mid-Cap Equity Gr | PMEGX | 23.87 | 17.25 | 16.78 | 15.21 | Mid-Cap Growth | Yes |
Victory RS Growth A | RSGRX | 35.64 | 17.96 | 17.11 | 15.17 | Large Growth | No |
Putnam Sustainable Leaders A | PNOPX | 28.51 | 20.04 | 19.17 | 15.15 | Large Growth | No |
Hartford Small Company Y | HSCYX | 54.39 | 26.63 | 21.16 | 15.15 | Small Growth | No |
Franklin Small Cap Growth Adv | FSSAX | 41.50 | 22.52 | 19.37 | 15.14 | Small Growth | No |
Janus Henderson Research D | JNRFX | 32.79 | 20.46 | 17.50 | 15.11 | Large Growth | Yes |
AllianzGI Mid-Cap Institutional | DRMCX | 55.06 | 25.13 | 21.31 | 15.09 | Mid-Cap Growth | No |
Guinness Atkinson Global Inntrs Inv | IWIRX | 36.17 | 15.78 | 18.02 | 15.07 | Large Growth | No |
Ivy Mid Cap Growth A | WMGAX | 48.43 | 26.95 | 22.47 | 15.07 | Mid-Cap Growth | No |
AB Concentrated Growth Advisor | WPSGX | 21.25 | 19.78 | 17.37 | 15.06 | Large Growth | No |
Alger Mid Cap Growth Institutional I | ALMRX | 64.10 | 25.23 | 20.88 | 15.06 | Mid-Cap Growth | No |
Nationwide Geneva Small Cap Gr Instl Svc | NWKDX | 32.69 | 19.05 | 17.96 | 15.05 | Small Growth | Yes |
Champlain Mid Cap Adv | CIPMX | 29.00 | 19.03 | 18.94 | 15.05 | Mid-Cap Growth | Yes |
Eaton Vance Growth A | EALCX | 37.15 | 21.49 | 18.14 | 15.04 | Large Growth | No |
American Century Disciplined Growth I | ADCIX | 33.37 | 17.99 | 17.66 | 15.03 | Large Growth | No |
MFS Massachusetts Inv Gr Stk A | MIGFX | 22.43 | 19.96 | 18.72 | 15.02 | Large Growth | No |
Meridian Enhanced Equity Legacy | MEIFX | 26.22 | 22.05 | 20.92 | 15.01 | Large Growth | Yes |
VY T. Rowe Price Divers Mid Cap Gr I | IAXIX | 31.84 | 20.52 | 18.60 | 15.00 | Mid-Cap Growth | No |
VALIC Company I Small-Mid Growth | VSSGX | 52.14 | 25.72 | 20.54 | 14.98 | Mid-Cap Growth | No |
Virtus Silvant Large-Cap Growth Stk A | STCIX | 35.90 | 21.76 | 17.18 | 14.96 | Large Growth | No |
Goldman Sachs Concentrated Growth Instl | GCRIX | 34.93 | 22.16 | 18.47 | 14.95 | Large Growth | No |
PIMCO StocksPLUS Absolute Return Instl | PSPTX | 18.82 | 14.24 | 16.22 | 14.95 | Large Blend | No |
Pioneer Disciplined Growth A | PINDX | 34.29 | 19.75 | 17.61 | 14.95 | Large Growth | No |
T. Rowe Price Diversified Mid Cap Gr | PRDMX | 31.80 | 20.76 | 18.75 | 14.95 | Mid-Cap Growth | Yes |
American Beacon Stephens Mid-Cap Gr Inv | STMGX | 39.80 | 23.21 | 20.56 | 14.94 | Mid-Cap Growth | No |
SEI Large Cap Growth F (SIMT) | SELCX | 33.99 | 20.93 | 17.67 | 14.92 | Large Growth | No |
Alger Mid Cap Growth I-2 | AMGOX | 64.63 | 25.67 | 21.07 | 14.88 | Mid-Cap Growth | No |
GMO Quality IV | GQEFX | 18.51 | 16.22 | 17.34 | 14.86 | Large Blend | No |
William Blair Growth N | WBGSX | 35.97 | 23.55 | 18.35 | 14.85 | Large Growth | No |
Janus Henderson Enterprise D | JANEX | 20.27 | 17.22 | 17.93 | 14.85 | Mid-Cap Growth | No |
Eaton Vance Atlanta Capital Focused Gr I | EILGX | 27.18 | 24.20 | 20.34 | 14.83 | Large Growth | No |
Janus Henderson Venture D | JANVX | 31.65 | 17.16 | 16.46 | 14.83 | Small Growth | Yes |
Janus Henderson Triton D | JANIX | 28.47 | 16.09 | 17.04 | 14.82 | Small Growth | Yes |
Value Line Mid Cap Focused | VLIFX | 19.96 | 19.34 | 17.71 | 14.81 | Mid-Cap Growth | No |
Baird MidCap Inst | BMDIX | 34.81 | 21.82 | 19.31 | 14.81 | Mid-Cap Growth | No |
Franklin Growth A | FKGRX | 30.64 | 18.60 | 18.06 | 14.80 | Large Growth | No |
Virtus KAR Mid-Cap Core I | VIMCX | 26.10 | 16.53 | 17.08 | 14.80 | Mid-Cap Growth | No |
Carillon ClariVest Capital Apprec A | HRCPX | 28.91 | 16.30 | 16.60 | 14.79 | Large Growth | No |
Carillon Eagle Mid Cap Growth A | HAGAX | 39.78 | 20.73 | 19.52 | 14.78 | Mid-Cap Growth | No |
Baron Growth Retail | BGRFX | 32.72 | 21.77 | 19.45 | 14.76 | Mid-Cap Growth | No |
Wasatch Micro Cap Value | WAMVX | 40.84 | 18.66 | 18.88 | 14.75 | Small Growth | No |
MassMutual Select Small Cap Gr Eq R5 | MSGSX | 40.46 | 21.96 | 19.54 | 14.73 | Small Growth | No |
T. Rowe Price Mid-Cap Growth | RPMGX | 24.17 | 16.96 | 16.25 | 14.71 | Mid-Cap Growth | Yes |
Needham Small Cap Growth Retail | NESGX | 71.35 | 35.92 | 29.82 | 14.70 | Small Growth | No |
Buffalo Large Cap | BUFEX | 28.08 | 18.41 | 17.25 | 14.68 | Large Growth | No |
USAA Aggressive Growth | USAUX | 41.82 | 20.12 | 17.82 | 14.68 | Large Growth | No |
Janus Henderson VIT Research Instl | JAGRX | 32.95 | 20.63 | 17.67 | 14.67 | Large Growth | No |
Natixis US Equity Opportunities A | NEFSX | 22.09 | 14.37 | 16.14 | 14.66 | Large Growth | No |
Loomis Sayles Small Cap Growth Instl | LSSIX | 34.11 | 19.45 | 17.98 | 14.66 | Small Growth | No |
William Blair Small Cap Growth I | WBSIX | 38.68 | 18.57 | 20.34 | 14.63 | Small Growth | No |
Hartford Small Cap Growth HLS IA | HISCX | 33.20 | 16.90 | 16.60 | 14.62 | Small Growth | Yes |
Pioneer Select Mid Cap Growth A | PGOFX | 38.94 | 20.02 | 18.35 | 14.59 | Mid-Cap Growth | No |
Sit Large Cap Growth | SNIGX | 33.93 | 19.90 | 18.12 | 14.59 | Large Growth | No |
AMG TimesSquare Mid Cap Growth Z | TMDIX | 33.36 | 20.55 | 18.23 | 14.58 | Mid-Cap Growth | No |
MassMutual Select Mid Cap Growth R5 | MGRFX | 26.12 | 17.25 | 16.32 | 14.56 | Mid-Cap Growth | Yes |
Touchstone Growth Opportunities A | TGVFX | 33.08 | 21.75 | 18.40 | 14.55 | Large Growth | No |
Calvert Equity A | CSIEX | 24.27 | 21.23 | 18.06 | 14.55 | Large Growth | No |
Thornburg Small/Mid Cap Growth A | THCGX | 41.64 | 21.17 | 16.57 | 14.54 | Large Growth | No |
MFS New Discovery I | MNDIX | 45.03 | 26.37 | 22.66 | 14.52 | Small Growth | No |
Brown Advisory Flexible Equity Inv | BIAFX | 19.85 | 16.16 | 16.30 | 14.51 | Large Growth | No |
CIBC Atlas Disciplined Equity Instl | AWEIX | 19.28 | 16.30 | 15.84 | 14.47 | Large Blend | No |
Fidelity Capital Appreciation | FDCAX | 33.80 | 18.26 | 16.16 | 14.46 | Large Growth | No |
T. Rowe Price Instl Small-Cap Stock | TRSSX | 25.00 | 17.52 | 17.40 | 14.44 | Small Growth | Yes |
Goldman Sachs Growth Opportunities Instl | GGOIX | 44.74 | 22.84 | 19.06 | 14.44 | Mid-Cap Growth | No |
Great-West T. Rowe Price Mid Cp Gr Inv | MXMGX | 24.11 | 16.75 | 16.03 | 14.43 | Mid-Cap Growth | No |
Hartford Small Cap Growth Y | HSLYX | 32.32 | 16.51 | 16.33 | 14.42 | Small Growth | No |
Wilshire Large Company Growth Invmt | DTLGX | 38.82 | 20.54 | 18.10 | 14.41 | Large Growth | No |
T. Rowe Price QM US Small-Cap Gr Eq | PRDSX | 23.84 | 15.26 | 15.79 | 14.40 | Small Growth | Yes |
Federated Hermes Kaufmann R | KAUFX | 28.48 | 21.01 | 18.45 | 14.38 | Mid-Cap Growth | No |
JPMorgan Tax Aware Equity I | JPDEX | 25.38 | 15.90 | 16.15 | 14.38 | Large Growth | No |
Delaware Growth Equity A | FICGX | 28.26 | 15.21 | 15.95 | 14.37 | Large Growth | No |
Putnam Sustainable Future A | PMVAX | 52.74 | 22.64 | 18.19 | 14.37 | Large Growth | No |
Franklin Small-Mid Cap Growth A | FRSGX | 55.96 | 25.17 | 19.98 | 14.36 | Mid-Cap Growth | No |
Amana Growth Investor | AMAGX | 32.86 | 21.89 | 20.25 | 14.36 | Large Growth | No |
Johnson Enhanced Return | JENHX | 19.38 | 14.49 | 15.51 | 14.36 | Large Blend | No |
TCM Small Cap Growth | TCMSX | 27.92 | 17.13 | 18.38 | 14.36 | Small Growth | No |
JPMorgan US Equity L | JMUEX | 26.54 | 16.29 | 16.20 | 14.35 | Large Blend | Yes |
Carillon Scout Small Cap I | UMBHX | 35.69 | 15.89 | 18.22 | 14.32 | Small Growth | No |
Jacob Discovery Fd Instl | JMIGX | 74.35 | 40.16 | 26.04 | 14.31 | Small Growth | No |
Harbor Small Cap Growth Instl | HASGX | 38.39 | 20.70 | 18.40 | 14.30 | Small Growth | No |
AMG Managers Special Equity N | MGSEX | 38.74 | 18.84 | 17.95 | 14.29 | Small Growth | No |
AMG Renaissance Large Cap Growth Z | MRLIX | 23.90 | 16.08 | 15.95 | 14.28 | Large Growth | No |
VALIC Company II Capital Appreciation | VCCAX | 28.77 | 18.43 | 15.97 | 14.27 | Large Growth | No |
Optimum Small-Mid Cap Growth Instl | OISGX | 57.33 | 24.11 | 20.20 | 14.25 | Small Growth | No |
Goldman Sachs Capital Growth A | GSCGX | 22.79 | 16.44 | 16.22 | 14.22 | Large Blend | No |
Neuberger Berman Mid Cap Growth Inv | NMANX | 39.44 | 20.53 | 18.10 | 14.20 | Mid-Cap Growth | Yes |
Schwab Large-Cap Growth | SWLSX | 29.02 | 15.98 | 16.08 | 14.18 | Large Growth | No |
Baron Small Cap Retail | BSCFX | 40.33 | 20.46 | 19.56 | 14.18 | Small Growth | No |
Value Line Small Cap Opportunities Inv | VLEOX | 26.60 | 14.71 | 15.22 | 14.18 | Small Growth | No |
Ivy Accumulative A | IATAX | 44.46 | 22.45 | 16.86 | 14.18 | Large Growth | No |
Delaware Select Growth A | DVEAX | 46.04 | 21.88 | 16.77 | 14.16 | Large Growth | No |
Vanguard Diversified Equity Inv | VDEQX | 28.98 | 17.06 | 16.38 | 14.16 | Large Growth | No |
Pear Tree Quality Ordinary | USBOX | 18.65 | 15.24 | 16.22 | 14.15 | Large Blend | No |
Vanguard Explorer Inv | VEXPX | 31.33 | 18.90 | 18.34 | 14.15 | Small Growth | No |
Vanguard Tax-Managed Capital App I | VTCIX | 21.08 | 14.82 | 15.74 | 14.14 | Large Blend | No |
TIAA-CREF Mid-Cap Growth Instl | TRPWX | 45.33 | 21.19 | 18.03 | 14.13 | Mid-Cap Growth | No |
PGIM Jennison Mid-Cap Growth Z | PEGZX | 42.71 | 21.67 | 18.13 | 14.12 | Mid-Cap Growth | No |
Hartford MidCap HLS IA | HIMCX | 25.10 | 15.44 | 16.48 | 14.07 | Mid-Cap Growth | No |
Nuveen Mid Cap Growth Opps I | FISGX | 46.33 | 21.25 | 17.68 | 14.06 | Mid-Cap Growth | No |
Value Line Select Growth Fund | VALSX | 23.12 | 19.47 | 17.42 | 14.05 | Mid-Cap Growth | No |
Nationwide Mellon Dyn US Core R6 | MUIGX | 19.20 | 17.39 | 16.25 | 14.05 | Large Blend | No |
Hartford MidCap Y | HMDYX | 25.05 | 15.42 | 16.43 | 14.03 | Mid-Cap Growth | No |
Voya MidCap Opportunities Port I | IIMOX | 41.14 | 19.09 | 17.78 | 14.03 | Mid-Cap Growth | No |
T. Rowe Price U.S. Equity Research | PRCOX | 19.81 | 14.81 | 15.60 | 14.03 | Large Blend | No |
Marsico 21st Century | MXXIX | 45.33 | 24.33 | 19.66 | 14.03 | Mid-Cap Growth | No |
Eaton Vance Tax-Managed Multi-Cap Gr A | EACPX | 33.55 | 20.78 | 17.66 | 14.02 | Large Growth | No |
T. Rowe Price Small-Cap Stock | OTCFX | 25.05 | 17.37 | 17.19 | 14.01 | Small Growth | Yes |
Evercore Equity | EWMCX | 24.17 | 17.79 | 16.62 | 14.01 | Large Growth | No |
Buffalo Growth | BUFGX | 28.29 | 19.37 | 16.98 | 14.00 | Large Growth | No |
Neuberger Berman Guardian Inv | NGUAX | 34.58 | 19.61 | 18.53 | 13.99 | Large Growth | Yes |
Invesco Capital Apprec A | OPTFX | 36.29 | 20.36 | 16.59 | 13.98 | Large Growth | No |
Parnassus Core Equity Investor | PRBLX | 21.19 | 16.49 | 15.27 | 13.96 | Large Blend | No |
AMG TimesSquare Small Cap Growth Z | TSCIX | 35.34 | 18.45 | 16.90 | 13.93 | Small Growth | No |
Plumb Equity Investor | PLBEX | 32.34 | 19.85 | 20.09 | 13.93 | Large Growth | No |
JPMorgan Small Cap Blend A | VSCOX | 24.72 | 16.07 | 18.99 | 13.90 | Small Growth | No |