10 Great Large Cap Growth Fund Options For Your Portfolio

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In this post, I will be recommending 10 different options for large cap growth mutual funds. They are in no particular order.

Vanguard Primecap (VPMCX)

This fund looks for capital appreciation by investing in stocks that have above average earnings growth potential. It has an annualized return of 24.6% over the past three years. The fund has a pretty low expense ratio of 0.44%. The fund is considered less risky with a Beta of 0.89 and Standard Deviation of 8.3. A third of the portfolio is in Healthcare stocks and another third is in Technology stocks. Top holdings include Biogen Inc, Amgen Inc, Eli Lily and Co, Texas Instruments Inc, Adobe Systems Inc, FedEx Corp, Roche Holdings AG, Microsoft Corp, Southwest Airlines Co and Novartis AG.

Glenmede Large Cap Growth (GTLLX)

This mutual fund employs a computer model to find stocks that have revenue and earnings growth potential at reasonable price. It has an annualized return of 24.4% over the past three years with a 0.88% expense ratio. It has a Standard Deviation of 9.4 and a Beta of 1.02. Top sectors include Consumer Cyclical, Industrials, Technology and Healthcare. Its top ten holdings are MasterCard Inc, Activision Blzzard Inc, Apple Inc, Southwest Airlines Co, Interpublic Group of Companies Inc, NetApp Inc, Amgen Inc, Mylan Inc, Verizon Communications Inc and Halliburton Co.

Sequoia Fund (SEQUX)

This fund looks for long term growth of capital. The strategy entails looking for undervalued growth stocks. It has an annualized return of 21.2% over the past three years and an expense ratio of 1.00%. The portfolio is very concentrated, so risk can be a concern, but it does have a Beta of 0.74 and a Standard Deviation of 8.49. The portfolio consists of Consumer Cyclicals, Financial Services stocks and a large portion in Healthcare companies. Top holdings include Valaeant Pharmaceuticals Intl Inc, TJX Companies, Berkshire Hathaway Inc Class A, Fastenal Co, Berkshire Hathaway Inc Class B, Oā€¯Reilly Automotive Inc, MasterCard Inc, IDEXX Laboratories Inc, Presicion Castparts Corp and Mohawk Industries Inc.

Fidelity Blue Chip Growth (FBGRX)

The manager of this fund looks for large U.S. Companies with long term growth potential. This includes blue chip stocks, as well as potential future blue chip stocks. The fund has returned 23.3% annualized over the past three years. It has a fairly low expense ratio of 0.80%. The fund has a Standard Deviation of 10.04 and a Sharpe Ratio of 2.2. Top sectors include Consumer Cyclicals, Technology and Healthcare. Top holdings include Apple Inc, Amazon.com Inc, Google Inc Class A, Facebook Inc, Gilead Sciences Inc, Google Inc Class C, Salesforce.com Inc, Biogen Inc, Home Depot Inc and Walt Disney Co.

Brideway Large Cap Growth (BRLGX)

This fund employs a statistical model to find large cap growth stocks on the New York Stock Exchange and NASDAQ. It has an annualized three year return of 23.7% and an expense ration of 0.84%. It risk levels are pretty average for its category. It has a Standard Deviation of 9.77, with a Beta of 1.04. Top sectors include Consumer Cyclicals, Industrials, and Technology. Its top ten holdings are Tesoro Corp, Apple Inc, United Continental Holdings Inc, Kroger Co, Red Hat Inc, Rite Aid Corp, Broadridge Financial Solutions, Southwest Airlines Co, Delta Air Lines Inc and Skyworks Solutions Inc.

T. Rowe Price Large Cap Core Growth (TPLGX)

Our next fund is investing in 100 to 1340 large cap growth companies or companies whose market cap is larger than the media market cap of stocks in the Russell 1000 Growth Index. It has returned 21.3% annually over the past three years. It has a low expense ratio of 0.58%. This fund is considered riskier than other funds in its category with a Standard Deviation of 10.08. Its top sectors are Consumer Cyclicals, Technology and Healthcare. Top holdings include Amazon.com Inc, Biogen Inc, Priceline Group Inc, McKesson Corp, Facebook Inc, Google Inc Class C, Via Inc, Danaher Corp, MasterCard Inc and Actavis PLC.

Fidelity Large Cap Growth Enhanced Index (FLGEX)

The manager of this fund uses quantitative computer models to find stocks in the Russell 1000 Growth Index that have the potential to outperform the index itself. The models focus on historical valuations, growth, profitability and other factors. The fund has return 20.0% annualized over the past three years. It has an expense ratio of just 0.45%. Its risk levels are low for its category with a Standard Deviation of just 8.69. For its holdings, the following sectors are the largest: Consumer Cyclicals, Technology and Healthcare. Top stocks include Apple Inc, Microsoft Corp, Verizon Communications Inc, Gilead Sciences Inc, Comcast Corp, Google Inc Class C, Home Depot Inc, PepsiCo Inc, Amgen Inc and Qualcomm Inc.

Parnassus Endeavor (PARWX)

This fund has an interesting strategy. It looks for companies that have a good work environment for their employees. In other words the firm’s reputation is a deciding factor when the manager invests in stocks. It has an annualized three year return of 23.7% and an expense ratio of 0.95%. It has a Standard Deviation of 8.27 and a Beta of 0.89. As many of the other funds listed here, its top sectors include Consumer Cyclicals, Technology and Healthcare. Top holdings include International Business Machines Corp, W W Grainger Inc, American Express Co, Altera Corp, Whole Foods Market Inc, Google Inc, Ciena Corp, Qualcomm Inc, Wells Fargo & Co and Gilead Sciences.

Fidelity Growth Company (FDGRX)

The manager of this fund looks for high growth stocks with low valuations. It has an annualized return of 22.2% over the past three years and an expense ratio of 0.82%. Risk is a concern due to the concentration in the top holdings. It has a Standard Deviation of 10.76 and a Beta of 1.03. Top sectors include Consumer Cyclicals, Technology and Healthcare, Its top ten holdings include Apple Inc, Salesforce.com Inc, Amazon.com Inc, Facebook Inc, Google Inc Class A, NVIDIA Corp, Regeneron Pharmaceuticals Inc, Google Inc Class C, Gilead Sciences Inc and Lululemon Athletica Inc.

Vanguard Growth Index (VIGRX)

The last fund on our list is a low cost index fund in the large cap growth category. It looks to replicate the performance of the CRSP U.S. Large Cap Growth Index. It has a three year annualized return of 19.6%. It has the lowest expense ratio on this list at 0.23%. It has below average risk with a Standard Deviation of 9.05. Top sectors include Consumer Cyclicals, Technology and Healthcare. Top holdings include Apple Inc, Facebook Inc, Walt Disney Co, Coca-Cola Co, Google Inc Class A, Amazon.com Inc, Google Inc Class C, Gilead Sciences Inc, Oracle Corp and Home Depot Inc.