Large Cap Stock Funds
Large cap stock funds invest mainly in large companies or corporations. The companies typically have market capitalization value of more than $10 billion. Some of the large companies are well known among businesses or customers such as Wal-Mart, General Electric, Google, and Microsoft.These top performing mutual funds are sorted based on its total return in 2015. Will the funds outperform the competition again in 2016? You can find the fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, managers, fund’s holdings, yield, etc.
The 10 best large company stock mutual funds in 2015 are:
- Polen Growth Fund (POLRX)
- Prudential Jennison Select Growth Fund (SPFAX)
- Morgan Stanley Instl Fund Advantage Portfolio Fund (MAPPX)
- TCW Select Equities Fund (TGCEX)
- Janus Forty Fund (JACTX)
- Dunham Focused Large Cap Growth Fund (DAFGX)
- Transamerica Capital Growth Fund (IALAX)
- Morgan Stanley Institutional Growth Portfolio Fund (MSEGX)
- Edgewood Growth Retail Fund (EGFFX)
- T. Rowe Price Blue Chip Growth Fund (TRBCX)
Polen Growth Fund (POLRX)
This Polen Growth Fund uses its assets to purchase a focused portfolio of common stocks of large capitalization companies (market capitalizations >$5 billion) that have a sustainable competitive advantage. The current assets are $844 million. Its expense ratio fee is 1.25%. There is no dividend yield. The fund managers are Daniel Davidowitz and Damon A. Ficklin since 2010.This top large cap mutual fund has returned 5.91% over the past 1 year, 12.99% over the past 3 years, and 11.79% over the past 5 years. In 2015, it has year to date return of 14.35%. Morningstar has ranked this equity mutual fund with 5 stars rating.
The top 5 stocks in its portfolio are Nike Inc Class B, Visa Inc Class A, Starbucks Corp, Google, and Priceline Group Inc. Top 3 sectors are technology, consumer cyclical, and healthcare.
Prudential Jennison Select Growth Fund (SPFAX)
Ranked with 3 stars rating, Prudential Jennison Select Growth Fund also has no dividend yield. It has $351.3 million of assets. You can buy this fund with initial investment of $2,500. Kathleen A. McCarragher and Spiros Segalas are the fund’s managers. This fund invests in companies with strong capital appreciation potential.In 2015, it has total return of 12.46%. For the past 5 years, this fund has an average return of 11.18%. The past 4 years performance is as follows:
- Year 2015: 12.46%
- Year 2014: 7.08%
- Year 2013: 37.55%
- Year 2012: 13.95%
T. Rowe Price Blue Chip Growth Fund (TRBCX)
T. Rowe Price Blue Chip Growth Fund is ranked with 5 stars rating by Morningstar. This equity fund uses its assets to buy the common stocks of large- and medium-sized blue chip growth companies. Its expense ratio fee is 0.72%. This fund is popular among investors. It has assets of $31 billion.This best large cap stock fund has returned 14.18% over the past 3 years, and 12.88% over the past 5 years. In 2015, it has year to date return of 11.15%.
Fund Performance
| No | Fund Name | Symbol | 1-YR Return % | 3-YR Return % | % Expense Ratio |
|---|---|---|---|---|---|
| 1 | Polen Growth Inv | POLRX | 14.35 | 17.45 | 1.25 |
| 2 | Prudential Jennison Select Growth A | SPFAX | 12.46 | 18.32 | 1.24 |
| 3 | Morgan Stanley Instl Fund Advantage Portfolio A | MAPPX | 12.2 | 17.96 | 1.39 |
| 4 | TCW Select Equities I | TGCEX | 12.19 | 15.88 | 0.88 |
| 5 | Janus Forty T | JACTX | 12 | 17.16 | 0.94 |
| 6 | Dunham Focused Large Cap Growth Fund Class A | DAFGX | 11.69 | 16.05 | 1.41 |
| 7 | Transamerica Capital Growth A | IALAX | 11.56 | 20.45 | 1.26 |
| 8 | Morgan Stanley Instl Growth Portfolio A | MSEGX | 11.53 | 20.65 | 0.83 |
| 9 | Edgewood Growth Retail | EGFFX | 11.18 | 20.03 | 1.35 |
| 10 | T. Rowe Price Blue Chip Growth | TRBCX | 11.15 | 19.8 | 0.72 |
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