Best Mutual Funds Awards By Category: Large Cap

This list highlights the best large-cap funds from 2008 to 2017, based on each fund outperforming the S&P 500 over the last one-, three-, five- and 10-year periods. Shaded cells indicate the best-of-the-best funds based on 10-year performance.

All returns as of Dec. 31, 2017.

View Full Special Report: Best IBD Mutual Funds Awards

View All Award-Winning Funds In Each Category

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Best Large Cap Funds
Mutual fund Symbol 1-year total return 3-year average total return 5-year average total return 10-year average total return Morningstar category Closed to new investors
Benchmark: S&P 500 21.83 11.41 15.79 8.50
Shelton Nasdaq-100 Index Direct NASDX 31.25 15.10 19.97 12.70 US Fund Large Growth No
VALIC Company I NASDAQ-100 Index VCNIX 32.29 15.54 20.05 12.49 US Fund Large Growth No
USAA NASDAQ-100 Index USNQX 32.29 15.47 19.98 12.29 US Fund Large Growth No
Fidelity OTC FOCPX 38.59 16.59 22.02 12.18 US Fund Large Growth No
Nationwide Ziegler NYSEArcaTech100 A NWJCX 31.27 13.07 17.36 11.71 US Fund Large Growth No
Rydex NASDAQ-100 Inv RYOCX 31.21 14.71 19.16 11.69 US Fund Large Growth No
T. Rowe Price Instl Large Cap Growth TRLGX 37.82 15.99 19.63 11.60 US Fund Large Growth No
Voya Large Cap Growth Port S IEOSX 29.41 12.50 16.09 11.59 US Fund Large Growth No
Fidelity Growth Company FDGRX 36.76 16.06 19.74 11.44 US Fund Large Growth Yes
PRIMECAP Odyssey Growth POGRX 32.05 14.98 19.26 11.41 US Fund Large Growth No
Fidelity Blue Chip Growth FBGRX 36.06 13.68 18.68 11.12 US Fund Large Growth No
AB Large Cap Growth A APGAX 31.35 14.27 18.33 11.10 US Fund Large Growth No
Fidelity NASDAQ Composite Index FNCMX 29.25 14.52 19.19 11.09 US Fund Large Growth No
Homestead Growth HNASX 37.68 15.60 19.15 11.08 US Fund Large Growth No
Vanguard PRIMECAP Core Inv VPCCX 26.23 12.70 18.38 11.05 US Fund Large Growth Yes
Vanguard PRIMECAP Inv VPMCX 29.51 13.70 19.51 10.96 US Fund Large Growth Yes
Glenmede Large Cap Growth GTLLX 27.81 12.56 18.66 10.86 US Fund Large Growth No
Morgan Stanley Inst Growth I MSEQX 43.83 16.44 20.08 10.78 US Fund Large Growth No
T. Rowe Price New America Growth PRWAX 34.57 14.08 17.48 10.77 US Fund Large Growth No
Vanguard Capital Opportunity Inv VHCOX 29.10 13.56 19.96 10.76 US Fund Large Growth Yes
Kinetics Internet No Load WWWFX 57.43 15.17 17.09 10.71 US Fund Large Growth No
Transamerica Capital Growth A IALAX 43.89 15.87 19.50 10.68 US Fund Large Growth No
Laudus US Large Cap Growth LGILX 33.91 12.77 16.50 10.59 US Fund Large Growth No
Principal LargeCap Growth I Instl PLGIX 33.70 13.46 16.75 10.57 US Fund Large Growth No
T. Rowe Price Instl Large Cap Core Gr TPLGX 36.50 15.40 18.90 10.56 US Fund Large Growth No
MassMutual Select Blue Chip Growth R5 MBCSX 35.01 15.22 18.76 10.56 US Fund Large Growth No
T. Rowe Price Blue Chip Growth TRBCX 36.55 15.30 18.85 10.50 US Fund Large Growth No
JHancock Blue Chip Growth NAV JHBCX 36.33 15.18 18.71 10.41 US Fund Large Growth No
VALIC Company I Blue Chip Growth VCBCX 36.21 15.11 18.64 10.34 US Fund Large Growth No
Prudential Jennison Focused Growth Z SPFZX 36.21 14.03 17.03 10.31 US Fund Large Growth No
Edgewood Growth Instl EGFIX 34.82 15.93 19.39 10.30 US Fund Large Growth No
PRIMECAP Odyssey Stock POSKX 25.96 13.05 17.44 10.30 US Fund Large Blend No
Franklin DynaTech A FKDNX 39.31 15.23 18.04 10.25 US Fund Large Growth No
Putnam Growth Opportunities A POGAX 30.96 12.06 16.91 10.24 US Fund Large Growth No
Transamerica Growth I2 TJNIX 36.29 14.52 17.82 10.18 US Fund Large Growth No
Harbor Capital Appreciation Instl HACAX 36.59 14.47 17.81 10.15 US Fund Large Growth No
JHFunds 2 Capital Appreciation NAV JHCPX 36.69 14.54 17.80 10.15 US Fund Large Growth No
Natixis US Equity Opportunities A NEFSX 26.28 14.35 18.05 10.10 US Fund Large Growth No
Victory Munder Multi-Cap A MNNAX 28.39 11.68 16.08 10.04 US Fund Large Growth No
Alger Spectra A SPECX 31.03 11.88 16.26 10.03 US Fund Large Growth No
ClearBridge Large Cap Growth A SBLGX 25.04 13.38 17.80 10.00 US Fund Large Growth No
T. Rowe Price Growth Stock PRGFX 33.63 14.53 17.88 9.99 US Fund Large Growth No
VY T. Rowe Price Growth Equity I ITGIX 33.58 14.54 17.86 9.95 US Fund Large Growth No
TIAA-CREF Large-Cap Gr Idx Instl TILIX 30.07 13.72 17.24 9.92 US Fund Large Growth No
JPMorgan Growth Advantage A VHIAX 35.19 14.03 18.58 9.88 US Fund Large Growth No
Prudential Jennison Growth A PJFAX 36.37 14.17 17.46 9.84 US Fund Large Growth No
Glenmede Large Cap Core Port GTLOX 24.76 12.10 17.65 9.84 US Fund Large Blend No
Morgan Stanley Multi Cap Growth B CPOBX 46.61 14.39 18.26 9.82 US Fund Large Growth Yes
The Investment House Growth TIHGX 34.06 13.47 16.52 9.71 US Fund Large Growth No
TIAA-CREF Enh Lg Cp Gr Idx Inst TLIIX 29.65 14.38 16.90 9.69 US Fund Large Growth No
Fidelity Large Cap Growth Enhanced Idx FLGEX 27.14 12.43 16.93 9.64 US Fund Large Growth No
Praxis Growth Index I MMDEX 26.78 12.41 16.61 9.55 US Fund Large Growth No
MassMutual Premier Disciplined Gr Svc DEIGX 28.44 12.47 16.69 9.50 US Fund Large Growth No
Columbia Disciplined Growth K RDLFX 29.32 13.37 17.99 9.49 US Fund Large Growth Yes
AIG Focused Multi-Cap Growth A FOCAX 36.45 11.73 16.01 9.46 US Fund Large Growth No
JPMorgan Large Cap Growth I SEEGX 37.99 13.30 16.43 9.45 US Fund Large Growth No
JPMorgan Intrepid Growth I JPGSX 31.89 12.50 17.35 9.44 US Fund Large Growth No
Goldman Sachs Large Cap Gr Insghts Instl GCGIX 29.74 13.13 18.41 9.42 US Fund Large Growth No
Fidelity Trend FTRNX 29.42 12.54 16.69 9.37 US Fund Large Growth No
Franklin Growth A FKGRX 26.82 11.91 15.81 9.37 US Fund Large Growth No
Vanguard Growth Index Investor VIGRX 27.65 11.76 15.92 9.36 US Fund Large Growth No
Guinness Atkinson™ Global Inntrs Inv IWIRX 34.75 12.68 18.53 9.29 US Fund Large Blend No
BMO Large-Cap Growth Y MASTX 27.96 13.74 17.57 9.29 US Fund Large Growth No
TIAA-CREF Large-Cap Growth Inst TILGX 34.51 13.35 17.76 9.26 US Fund Large Growth No
BlackRock Focus Growth Instl MAFOX 29.97 13.03 16.48 9.24 US Fund Large Growth No
William Blair Large Cap Growth I LCGFX 31.29 12.91 17.07 9.21 US Fund Large Growth No
Alger Capital Appreciation Ptfl I-2 ALVOX 31.08 11.84 16.56 9.14 US Fund Large Growth No
Neuberger Berman Multi-Cap Opp Inst NMULX 24.82 11.98 16.48 9.14 US Fund Large Blend No
Mainstay US Equity Opportunities I MYCIX 23.14 12.78 18.45 9.13 US Fund Large Blend No
American Funds New Economy A ANEFX 34.38 12.54 16.40 9.12 US Fund Large Growth No
Vanguard US Growth Inv VWUSX 31.60 12.31 16.76 9.10 US Fund Large Growth No
Alger Capital Appreciation Instl I ALARX 31.02 11.82 16.39 9.01 US Fund Large Growth No
BlackRock Large Cap Focus Growth Instl MALHX 29.71 12.80 16.99 8.96 US Fund Large Growth No
Fidelity Contrafund FCNTX 32.22 13.31 16.42 8.95 US Fund Large Growth No
Carillon ClariVest Capital Apprec A HRCPX 31.44 13.82 17.07 8.94 US Fund Large Growth No
JPMorgan Tax Aware Equity I JPDEX 23.37 11.52 16.37 8.89 US Fund Large Blend No
Commerce Growth CFGRX 27.55 13.50 16.84 8.86 US Fund Large Growth No
American Century Ultra Inv TWCUX 31.90 13.48 17.07 8.85 US Fund Large Growth No
TIAA-CREF Growth & Income Instl TIGRX 23.96 11.68 15.80 8.84 US Fund Large Growth No
Deutsche Capital Growth S SCGSX 26.26 12.45 16.57 8.81 US Fund Large Growth No
Optimum Large Cap Growth Instl OILGX 32.48 13.06 17.10 8.80 US Fund Large Growth No
Vanguard Tax-Managed Capital App I VTCIX 22.43 11.75 16.00 8.79 US Fund Large Blend No
T. Rowe Price Tax-Efficient Equity PREFX 29.13 12.04 15.87 8.78 US Fund Large Growth No
T. Rowe Price Instl US Structured Rsrch TRISX 23.81 12.05 15.99 8.77 US Fund Large Blend No
Transamerica Large Growth R4 TGWFX 32.49 13.28 16.73 8.67 US Fund Large Growth No
Putnam Multi-Cap Growth A PNOPX 29.05 11.43 16.40 8.64 US Fund Large Growth No
American Century Select Inv TWCIX 28.93 13.56 16.08 8.62 US Fund Large Growth No
T. Rowe Price Capital Opportunity PRCOX 23.72 11.96 15.89 8.61 US Fund Large Blend No
Vanguard FTSE Social Index Inv VFTSX 24.11 11.45 17.00 8.61 US Fund Large Blend No
AllianzGI Focused Growth C PGWCX 30.45 12.80 16.47 8.58 US Fund Large Growth No
BlackRock Capital Appreciation K BFGBX 33.19 12.65 15.85 8.56 US Fund Large Growth No
Vanguard Morgan™ Growth Inv VMRGX 29.85 12.70 16.44 8.55 US Fund Large Growth No
Top-Performing Funds Over 5 But Less Than 10 Years Old
DFA US Large Cap Growth Instl DUSLX 25.53 11.82 16.05 US Fund Large Growth No
Nuveen Winslow Large-Cap Growth I NVLIX 32.84 11.50 15.87 US Fund Large Growth No
Transamerica Large Cap Value I2 TWQZX 12.49 12.03 15.82 US Fund Large Value No
City National Rochdale US Cor Eq Instl CNRUX 25.61 11.19 15.78 US Fund Large Growth No
Polen Growth Institutional POLIX 26.45 13.43 15.75 US Fund Large Growth No
Gerstein Fisher Multi-Factor Growth Eq GFMGX 22.95 10.29 15.71 US Fund Large Growth No
Voya Russell Large Cap Index Port I IIRLX 22.57 11.56 15.66 US Fund Large Blend No
T. Rowe Price US Large-Cap Core TRULX 20.93 11.91 15.62 US Fund Large Blend No
Smead Value Investor SMVLX 24.97 9.43 15.58 US Fund Large Blend No
DFA US Sustainability Core 1 DFSIX 21.35 10.94 15.55 US Fund Large Blend No
Fidelity Series All-Sector Equity FSAEX 21.50 10.45 15.16 US Fund Large Growth Yes
Strategic Advisers Core FCSAX 22.55 10.77 15.15 US Fund Large Blend No
AB Select US Equity I AUUIX 22.56 10.83 15.09 US Fund Large Blend No
QS US Large Cap Equity IS LMISX 23.49 9.74 15.01 US Fund Large Blend No
Voya Corporate Leaders 100 I IICLX 19.35 9.65 14.97 US Fund Large Blend No
Dana Large Cap Equity Investor DLCEX 27.10 9.97 14.89 US Fund Large Blend No
Strategic Advisers Value FVSAX 18.14 10.02 14.83 US Fund Large Value No
Top-Performing Mutual Funds Less Than 5 Years Old
Fidelity Series Growth Company FCGSX 37.52 16.34 US Fund Large Growth No
Fidelity Advisor Series Equity Gr FMFMX 36.70 13.84 US Fund Large Growth No
Fidelity Series Blue Chip Growth FSBDX 35.94 13.84 US Fund Large Growth No
Fidelity Advisor Series Growth Opps FAOFX 35.48 12.89 US Fund Large Growth No
HCM Tactical Growth I HCMIX 33.20 12.83 US Fund Large Blend No
Entrepreneur US Large Cap Institutional IMPLX 27.39 12.13 US Fund Large Growth No
KP Large Cap Equity Institutional KPLCX 23.84 11.93 US Fund Large Blend No

Sources: IBD, Morningstar Direct

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