3 Best-Rated Large-Cap Growth Mutual Funds For High Returns

By | February 18, 2015

Scalper1 News

When capital appreciation over the long term takes precedence over dividend payouts, growth funds become a natural choice for investors. These 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 usually provide a safer option for risk-averse investors, when compared to small-cap and mid-cap funds. These funds have exposure to large-cap stocks, providing long-term performance history and assuring more stability than what mid cap or small caps offer. Below we will share with you 3 top rated large-cap growth mutual funds . Each has earned a Zacks #1 Rank (Strong Buy) as we expect these mutual funds to outperform their peers in the future. To view the Zacks Rank and past performance of all large-cap growth funds, investors can click here to see the complete list of funds . Schwab Large-Cap Growth (MUTF: SWLSX ) seeks capital appreciation over the long run. The fund invests a lion’s share of its assets in companies having market capitalizations similar to those included in the Russell 1000 Index. It utilizes Schwab Equity Ratings to select its investment. The fund may also invest all of its assets in other derivatives including cash, money market instruments and repurchase agreements in order to take a safe stance during unfavorable market conditions. The large-cap growth mutual fund has a three-year annualized return of 17.1%. The fund has an expense ratio of 0.99% as compared to category average of 1.20%. Thrivent Large Cap Growth A (MUTF: AAAGX ) invests a large portion of its assets in large-cap companies with market capitalization identical to those listed in the S&P 500/ Citigroup Growth Index, the Russell 1000 Growth Index or large-cap companies classified by Lipper, Inc. It focuses on acquiring common stocks of companies and seeks long-term capital growth. The large-cap growth mutual fund has a three-year annualized return of 17.9%. David C. Francis is the fund manager and has managed this fund since 2011. Dreyfus Large Cap Growth A (MUTF: DAPAX ) seeks capital growth over the long term. The fund invests a majority of its assets in large-cap companies having market capitalization more than $5 billion. It invests in companies having impressive earnings growth potential. It may invest a maximum of 20% of its assets in options. The large-cap growth mutual fund has a three-year annualized return of 19.2%. As of December 2014, this fund held 76 issues with 6.68% of its assets invested in Apple Inc (NASDAQ: AAPL ). Are you Bullish or Bearish on ? Bullish Bearish Neutral Results for ( ) Thanks for sharing your thoughts. Submit & View Results Skip to results » Share this article with a colleague Scalper1 News

Scalper1 News