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4 Best-Ranked Large-Cap Growth Mutual Funds to Buy
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Growth funds focus on realizing an appreciable amount of capital growth by investing in stocks of firms whose value is projected to rise over the long term. However, a relatively higher tolerance to risk and the willingness to park funds for the longer term are necessary when investing in these securities. This is because they may experience relatively more fluctuations than other fund classes.
Meanwhile, large-cap funds are an ideal investment option for investors looking for a high-return potential that comes with lower risk than small-cap and mid-cap funds. These funds have exposure to large-cap stocks, with long-term performance history and more stability than what mid caps or small caps offer.
Vanguard US Growth Investor (VWUSX - Free Report) invests in large-capitalization stocks of seasoned US companies with records of superior growth. VWUSX chooses companies with strong positions in their markets and reasonable financial strength. Management invests in stocks of large capitalization companies that offer the best available combination of relative earnings growth and attractive valuation. VWUSX distributes dividends and capital gains in December. The Vanguard US Growth Investor fund has a three-year annualized return of 12.3%.
VWUSX has an expense ratio of 0.47% as compared to the category average of 1.17%.
Schwab Large-Cap Growth (SWLSX - Free Report) seeks long-term capital appreciation. SWLSX invests the lion’s share of its assets in common stocks of large-cap companies with a market capitalization similar to those in the Russell 1000 Index. The Schwab Large-Cap Growth fund has a three-year annualized return of 10.3%.
As of March 2016, SWLSX held 108 issues with 6.74% of its assets invested in Apple Inc.
MassMutual Premier Disciplined Growth Service (DEIGX - Free Report) invests primarily in common stocks of growth-oriented companies. DEIGX is believed to maintain a portfolio that provides higher returns than the Russell 1000 Growth Index. The MassMutual Premier Disciplined Growth Service fund has a three-year annualized return of 10.8%.
DEIGX has an expense ratio of 0.70% compared with the category average of 1.17%.
Loomis Sayles Growth A (LGRRX - Free Report) seeks long-term capital appreciation. LGRRX invests in equities such as common stocks and warrants of large-cap companies. LGRRX may also invest, to a lesser extent, in small- and mid-cap companies. LGRRX invests in multiple sectors and industries. The Loomis Sayles Growth A fund has a three-year annualized return of 14.8%.
Aziz V. Hamzaogullari is the fund manager of LGRRX since 2010.
By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Pick the best mutual funds with the Zacks Rank.
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4 Best-Ranked Large-Cap Growth Mutual Funds to Buy
Growth funds focus on realizing an appreciable amount of capital growth by investing in stocks of firms whose value is projected to rise over the long term. However, a relatively higher tolerance to risk and the willingness to park funds for the longer term are necessary when investing in these securities. This is because they may experience relatively more fluctuations than other fund classes.
Meanwhile, large-cap funds are an ideal investment option for investors looking for a high-return potential that comes with lower risk than small-cap and mid-cap funds. These funds have exposure to large-cap stocks, with long-term performance history and more stability than what mid caps or small caps offer.
Below we share with you four top-ranked large-cap growth mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. To view the Zacks Rank and past performance of all the large-cap growth funds, investors can click here to see the complete list of funds .
Vanguard US Growth Investor (VWUSX - Free Report) invests in large-capitalization stocks of seasoned US companies with records of superior growth. VWUSX chooses companies with strong positions in their markets and reasonable financial strength. Management invests in stocks of large capitalization companies that offer the best available combination of relative earnings growth and attractive valuation. VWUSX distributes dividends and capital gains in December. The Vanguard US Growth Investor fund has a three-year annualized return of 12.3%.
VWUSX has an expense ratio of 0.47% as compared to the category average of 1.17%.
Schwab Large-Cap Growth (SWLSX - Free Report) seeks long-term capital appreciation. SWLSX invests the lion’s share of its assets in common stocks of large-cap companies with a market capitalization similar to those in the Russell 1000 Index. The Schwab Large-Cap Growth fund has a three-year annualized return of 10.3%.
As of March 2016, SWLSX held 108 issues with 6.74% of its assets invested in Apple Inc.
MassMutual Premier Disciplined Growth Service (DEIGX - Free Report) invests primarily in common stocks of growth-oriented companies. DEIGX is believed to maintain a portfolio that provides higher returns than the Russell 1000 Growth Index. The MassMutual Premier Disciplined Growth Service fund has a three-year annualized return of 10.8%.
DEIGX has an expense ratio of 0.70% compared with the category average of 1.17%.
Loomis Sayles Growth A (LGRRX - Free Report) seeks long-term capital appreciation. LGRRX invests in equities such as common stocks and warrants of large-cap companies. LGRRX may also invest, to a lesser extent, in small- and mid-cap companies. LGRRX invests in multiple sectors and industries. The Loomis Sayles Growth A fund has a three-year annualized return of 14.8%.
Aziz V. Hamzaogullari is the fund manager of LGRRX since 2010.
To view the Zacks Rank and past performance of all large cap growth mutual funds, investors can click here to see the complete list of funds .
About Zacks Mutual Fund Rank
By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Pick the best mutual funds with the Zacks Rank.