7 Top-Performing Large-Growth Funds - Morningstar

MainStay Winslow Large Cap Growth Ticker: MLRSX Morningstar Medalist Rating: Bronze ...Fidelity Contrafund Ticker: FCNKX Morningstar Medalist Rating: Silver ...JPMorgan Large Cap Growth Ticker: JLGMX Morningstar Medalist Rating: Bronze ...Fidelity Advisor Equity Growth Ticker: FZAFX ...JPMorgan Growth Advantage Ticker: JGVVX ...Schwab US Large Cap Growth ETF Ticker: SCHG ...Vanguard Mega Cap Growth Index Ticker: VMGAX ...

CouponFollow Extension

8%
OFF

7 Top-Performing Large-Growth Funds - Morningstar

1 week from now

Apr 17, 2024 · The average large-growth fund has gained just shy of 8% in 2024, ... We then filtered for funds with Morningstar medalist ratings of Gold, Silver, or Bronze. We then selected funds with asset ...

morningstar.com

33%
OFF

FINAL 7 Top Performing Large Growth Funds Reprint V1

1 week from now

Screening for the Best‐Performing Large‐Growth Funds We screened for funds that ranked in the top 33% of the Large Growth Morningstar Category using their lowest share classes over the …

newyorklifeinvestments.com

70%
OFF

US Large-Cap Index Medalist Funds - Morningstar

1 week from now

Large-cap equity portfolios often serve as an investor's core holding. The portfolios can be growth-, value-, or blend-oriented and typically focus on the top 70% of the capitalization of the …

morningstar.com

6%
OFF

9 Best-Performing Large-Growth Funds Of 2023: Morningstar

1 week from now

Dec 21, 2023 · The average large-growth fund is up 34.6%, while the index is up 25.1%. However, over the past three years, the average large-growth fund has underperformed the …

thinkadvisor.com

62%
OFF

The Top-Rated Sustainable Funds In 2024 - Morningstar

1 week from now

6 days ago · The fund beat its benchmark, the Morningstar US Large-Mid Cap Index, by 2.69 percentage points. Year to date, the Robeco fund rose 21.62%. The fund has climbed 11.01% …

morningstar.co.uk

FAQs about 7 Top-Performing Large-Growth Funds - Morningstar Coupon?

How do Morningstar analysts find the best-performing large-growth funds?

To find the best-performing large-growth funds, Morningstar analysts looked at returns data from the past three years. They screened for funds that ranked in the top third of the Large Growth Morningstar Category, using their lowest share classes over the past one-, three-, and five-year periods. ...

How do Morningstar medalist ratings work?

Five years ago, Morningstar launched its Morningstar Medalist ratings. The firm’s analysts pick their favorite funds by looking at both quantitative and qualitative factors, then divide their top picks into gold, silver and bronze medalists. ...

What does Morningstar's Medalist rating mean for a mutual fund or ETF?

Evaluate a mutual fund or ETF's potential with Morningstar's medalist rating. The forward-looking rating expresses how much conviction our analysts have in a mutual fund or ETF's ability to outperform its peers in the future. The Morningstar Fund Analyst Report Browse Morningstar's latest mutual fund and analyst research and information. ...

How does Morningstar Rating a fund?

Morningstar’s fund analysts present a tentative rating to a committee for approval. The committee then discusses the rating and ensures that all the needed work has been done before the company issues a final rating. Only 350 funds currently have five-year records as medalists. ...

Are Morningstar's favorite funds 'analyst picks'?

Only 350 funds currently have five-year records as medalists. Before it came out with its medalist rankings, Morningstar singled out its favorite funds as “analyst picks.” The methodology was slightly different, but it was also successful, more often than not, in picking market-beating funds. ...

How much has a large-growth fund risen in a year?

But the average large-growth fund has risen 13.52% per year over the last five years, while the US Market Index has been up 11.12% per year. What Are Large-Growth Stock Funds? Stocks in the top 70% of the capitalization of the US equity market are defined as large-cap. Large-growth portfolios focus on companies in rapidly expanding industries. ...