From this best performing funds list, you may find each individual fund review. You can find the fund performance, expense ratio, and yield or dividend from the table below. The list is sorted based on its year to date return up to November 21, 2015.
Best Funds
Top large growth mutual funds in 2015 are:- Morgan Stanley Institutional Fund, Inc. Opportunity Portfolio Fund
- Polen Growth Fund
- Prudential Jennison Select Growth Fund
- Dunham Focused Large Cap Growth Fund
- Brown Advisory Sustainable Growth Fund
- Morgan Stanley Institutional Fund, Inc. Advantage Portfolio Fund
- Janus Forty Fund
- Prudential Jennison Growth Fund
- Harbor Capital Appreciation Fund
- Edgewood Growth Fund Retail Class
Polen Growth Fund (POLRX)
Ranked with 4 stars rating by Morningstar, this top large growth mutual fund has total assets of $1.1 billion. Its expense fee is 1.25%. The fund managers are Daniel Davidowitz and Damon A. Ficklin. This Polen Growth Fund utilizes its assets to buy common stocks of large capitalization companies (market capitalizations greater than $5 billion at the time of purchase) that, in the Adviser's opinion, have a sustainable competitive advantage.You can buy this U.S. stock fund with $3,000 initial funding. There are 35 brokerages that offered this mutual fund. In 2015, the year-to-date return is 16.72%. It has returned 19.33% over the past 1 year, and 15.32% over the past 5 years.
Top 5 stocks in its holdings are Nike Inc Class B, Visa Inc Class A, Starbucks Corp, Google, andPriceline Group Inc Ltd. Top 2 sectors are technology and consumer cylical.
Janus Forty Fund (JDCAX)
Janus Forty Fund invests mainly in a core group of 20-40 common stocks selected for their growth potential. A. Douglas Rao is the fund manager since 2013. This class A fund has a sales load of 5.75%. The total net assets are $2.4 billion. Its expense fee is 0.92%. The current dividend yield is 0%.This top large growth mutual fund has returned 15.93 percent over the past 1 year, 19.20 percent over the past 3 years, and 9.09 percent over the past decade. Top 3 stocks are Google, Lowe's Companies Inc, and Valeant Pharmaceuticals International Inc.
Harbor Capital Appreciation Fund (HCAIX)
Harbor Capital Appreciation Fund is ranked with 4 stars rating by Morningstar. It has an expense fee of 1.02% per year. With assets of $27 billion, this large growth mutual fund is popular among investors. You can invest with as little as $2,500 initially.The fund’s returns for the past 4 years are as follows:
- Year 2015: 11.18%
- Year 2014: 9.53%
- Year 2013: 37.15%
- Year 2012: 15.27%
Fund Performance
No | Fund Name | YTD Return % | Expense Ratio % |
---|---|---|---|
1 | Morgan Stanley Institutional Fund, Inc. Opportunity Portfolio Class A | 25.16 | 1.23 |
2 | Polen Growth Fund Investor Class | 17.12 | 1.25 |
3 | Prudential Jennison Select Growth Fund Class A | 14.89 | 1.24 |
4 | Dunham Focused Large Cap Growth Fund Class A | 14.5 | 1.46 |
5 | Brown Advisory Sustainable Growth Fund Investor Shares | 14.16 | 0.9 |
6 | Morgan Stanley Institutional Fund, Inc. Advantage Portfolio Class A | 13.95 | 1.19 |
7 | Janus Forty Fund Class A | 13.89 | 1.01 |
8 | Prudential Jennison Growth Fund Class A | 13.27 | 1.05 |
9 | Harbor Capital Appreciation Fund Investor Class | 13.12 | 1.01 |
10 | Edgewood Growth Fund Retail Class | 12.87 | 1.36 |
11 | Thrivent Large Cap Growth Fund Class A | 12.85 | 1.2 |
12 | T. Rowe Price Institutional Large Cap Core Growth Fund | 12.79 | 0.57 |
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