Get all your news in one place.
100’s of premium titles.
One app.
Start reading
Investors Business Daily
Investors Business Daily
Business
IBD STAFF

Best Mutual Funds Awards: Best U.S. Diversified Mutual Funds

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
The 2021 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.
Sign up to read this article
Read news from 100’s of titles, curated specifically for you.
Already a member? Sign in here
Related Stories
Top stories on inkl right now
One subscription that gives you access to news from hundreds of sites
Already a member? Sign in here
Our Picks
Fourteen days free
Download the app
One app. One membership.
100+ trusted global sources.