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Best Mutual Funds Awards: Best Large-Cap Funds

If you're evaluating mutual funds for your investment portfolio or retirement account, this list highlights the best large-cap funds to consider now, 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. Of 700 large-cap funds at least 10 years old, 184 of them, or 26%, won awards.

All returns as of Dec. 31, 2020.

View Full Special Report: Best Mutual Funds Awards

View All Award-Winning Funds In Each Category

Best Large-Cap Funds

Mutual fund Symbol 1-year total return (%) 3-year average annual return (%) 5-year average annual return (%) 10-year average annual return (%) Morningstar category Closed to new inv
Benchmark: S&P 500 18.40 14.18 15.22 13.88
Morgan Stanley Insight I CPODX 116.57 48.11 35.94 23.51 Large Growth No
Morgan Stanley Inst Growth I MSEQX 115.57 41.92 32.17 23.12 Large Growth No
Virtus Zevenbergen Innovative Gr Stk A SAGAX 119.10 49.17 34.15 21.92 Large Growth No
Transamerica Capital Growth A IALAX 111.61 40.01 30.80 21.88 Large Growth No
Fidelity Advisor Growth Opps M FAGOX 68.19 38.89 29.12 21.29 Large Growth No
Fidelity Growth Company FDGRX 67.51 30.33 26.27 20.59 Large Growth Yes
Morgan Stanley Inst Advantage I MPAIX 74.79 31.92 25.53 20.28 Large Growth No
American Century Focused Dynamic Gr I ACFSX 73.63 34.93 28.53 19.50 Large Growth No
Fidelity OTC FOCPX 46.79 25.53 23.10 19.48 Large Growth No
Fidelity Blue Chip Growth FBGRX 62.23 29.82 24.77 19.43 Large Growth No
PGIM Jennison Focused Growth Z SPFZX 67.36 31.63 24.56 19.40 Large Growth No
Edgewood Growth Instl EGFIX 42.21 24.98 22.21 19.29 Large Growth No
Franklin DynaTech A FKDNX 57.68 30.27 25.54 19.01 Large Growth No
Transamerica Large Growth R4 TGWFX 72.99 32.23 25.28 18.86 Large Growth No
Baron Opportunity Retail BIOPX 88.75 41.97 30.78 18.77 Large Growth No
JPMorgan Growth Advantage A VHIAX 53.25 26.98 22.84 18.52 Large Growth No
Touchstone Sands Capital Select Growth Z PTSGX 69.22 33.12 23.56 18.51 Large Growth No
Vanguard US Growth Investor VWUSX 58.57 28.63 22.69 18.44 Large Growth No
JHFunds2 Capital Appreciation NAV JHCPX 56.35 27.27 22.69 18.43 Large Growth No
Hartford Growth Opportunities Y HGOYX 61.95 28.36 22.37 18.40 Large Growth No
Harbor Capital Appreciation Instl HACAX 54.43 26.76 22.45 18.33 Large Growth No
JPMorgan Large Cap Growth I SEEGX 56.04 29.60 24.09 18.31 Large Growth No
T. Rowe Price Lrg Cp Gr I TRLGX 39.56 23.22 21.54 18.18 Large Growth No
PGIM Jennison Growth A PJFAX 55.71 26.84 22.35 18.10 Large Growth No
MassMutual Select Growth Opps R5 MGRSX 57.67 28.07 20.91 17.84 Large Growth No
American Century Ultra Inv TWCUX 49.78 26.60 22.81 17.83 Large Growth No
Baron Fifth Avenue Growth Retail BFTHX 50.42 26.77 22.92 17.79 Large Growth No
T. Rowe Price Instl Large Cap Core Gr TPLGX 34.69 21.44 19.84 17.73 Large Growth No
Homestead Growth HNASX 38.65 22.76 21.17 17.73 Large Growth No
T. Rowe Price Blue Chip Growth TRBCX 34.73 21.33 19.76 17.67 Large Growth No
TIAA-CREF Large-Cap Growth Inst TILGX 44.24 23.56 20.26 17.64 Large Growth No
Wells Fargo Growth Inst SGRNX 49.49 27.43 22.70 17.61 Large Growth No
Akre Focus Instl AKRIX 20.70 19.92 19.63 17.56 Large Growth No
JHancock Blue Chip Growth NAV JHBCX 34.35 21.12 19.57 17.51 Large Growth No
VALIC Company I Blue Chip Growth VCBCX 34.37 21.17 19.57 17.49 Large Growth No
T. Rowe Price New America Growth PRWAX 44.71 25.55 21.98 17.48 Large Growth No
MassMutual Select Blue Chip Growth R5 MBCSX 33.54 20.57 19.33 17.41 Large Growth No
AB Large Cap Growth A APGAX 34.03 22.26 19.80 17.37 Large Growth No
Fidelity Trend FTRNX 47.00 24.69 21.27 17.32 Large Growth No
William Blair Large Cap Growth I LCGFX 36.59 25.14 21.34 17.31 Large Growth No
The Investment House Growth TIHGX 39.61 21.00 20.14 17.26 Large Growth No
Fidelity Advisor Equity Growth I EQPGX 43.84 24.37 21.20 17.15 Large Growth No
Fidelity Growth Discovery FDSVX 43.50 24.18 21.03 17.15 Large Growth No
Polen Growth Institutional POLIX 33.24 25.37 20.19 17.12 Large Growth No
Janus Henderson VIT Forty Instl JACAX 39.40 24.93 21.03 17.02 Large Growth No
Alger Capital Appreciation Ptfl I-2 ALVOX 41.75 23.67 20.04 16.98 Large Growth No
Laudus US Large Cap Growth LGILX 38.33 23.19 20.33 16.98 Large Growth No
Principal LargeCap Growth I Instl PLGIX 36.06 23.89 20.75 16.96 Large Growth No
Putnam Growth Opportunities A POGAX 38.41 24.52 21.87 16.96 Large Growth No
Alger Focus Equity I ALGRX 45.75 25.54 21.74 16.95 Large Growth No
T. Rowe Price Growth Stock PRGFX 36.93 21.03 19.16 16.86 Large Growth No
State Street Instl Premier Growth Eq Inv SSPGX 34.45 22.00 19.21 16.83 Large Growth No
VY T. Rowe Price Growth Equity I ITGIX 36.68 20.94 19.12 16.82 Large Growth No
Alger Spectra A SPECX 43.59 23.44 19.73 16.78 Large Growth No
Loomis Sayles Growth Y LSGRX 31.77 19.17 18.90 16.76 Large Growth Yes
AB Growth A AGRFX 35.93 22.72 20.20 16.76 Large Growth No
RiverPark Large Growth Institutional RPXIX 55.32 25.25 22.20 16.66 Large Growth No
Alger Capital Appreciation Instl I ALARX 41.34 23.09 19.68 16.63 Large Growth No
Alger Capital Appreciation A ACAAX 41.63 23.13 19.70 16.61 Large Growth No
Alger Large Cap Growth I-2 AAGOX 67.03 29.57 22.62 16.56 Large Growth No
ClearBridge Large Cap Growth A SBLGX 30.83 19.75 18.07 16.50 Large Growth No
Janus Henderson Forty S JARTX 38.60 24.05 20.22 16.49 Large Growth No
Goldman Sachs Strategic Growth Instl GSTIX 41.59 23.77 20.34 16.47 Large Growth No
Value Line Larger Companies Focused Inv VALLX 45.98 22.95 20.04 16.44 Large Growth No
Goldman Sachs Large Cap Gr Insghts Instl GCGIX 32.16 17.82 18.00 16.41 Large Growth No
AllianzGI Focused Growth C PGWCX 47.37 22.35 19.20 16.26 Large Growth No
Columbia Select Large Cap Growth Inst UMLGX 47.76 24.58 19.09 16.26 Large Growth No
Invesco Summit P SMMIX 42.13 24.19 20.56 16.24 Large Growth Yes
BlackRock Large Cap Focus Growth Instl MAFOX 46.84 25.89 21.14 16.23 Large Growth No
Nuveen Winslow Large-Cap Growth ESG I NVLIX 37.89 23.97 19.90 16.16 Large Growth No
Fidelity Large Cap Growth Enhanced Idx FLGEX 35.98 19.81 18.80 16.11 Large Growth No
Thrivent Large Cap Growth S THLCX 42.91 24.34 19.30 16.05 Large Growth No
TCW Select Equities I TGCEX 39.33 24.66 18.79 16.04 Large Growth No
GuideStone Funds Growth Equity Instl GGEYX 35.75 22.81 19.42 16.02 Large Growth No
Voya Large-Cap Growth W IGOWX 30.93 19.59 18.11 15.99 Large Growth No
DWS Capital Growth S SCGSX 38.57 23.01 19.55 15.98 Large Growth No
Optimum Large Cap Growth Instl OILGX 33.98 20.35 18.43 15.94 Large Growth No
Wells Fargo Endeavor Select A STAEX 37.01 24.91 21.16 15.90 Large Growth No
T. Rowe Price Tax-Efficient Equity PREFX 35.32 22.36 19.37 15.89 Large Growth No
Virtus KAR Capital Growth A PSTAX 49.47 24.41 20.78 15.88 Large Growth No
Jackson Square Large-Cap Growth IS DPLGX 44.07 21.14 16.74 15.87 Large Growth No
MainStay Winslow Large Cap Growth A MLAAX 36.97 23.64 19.46 15.87 Large Growth No
Gabelli Growth AAA GABGX 39.12 23.88 20.41 15.86 Large Growth No
USAA Growth USAAX 37.02 18.70 17.97 15.82 Large Growth No
Federated Hermes Kaufmann Large Cap IS KLCIX 28.55 21.14 18.11 15.79 Large Growth No
Saratoga Large Capitalization Growth I SLCGX 28.70 17.44 16.12 15.78 Large Growth No
Wells Fargo Omega Growth A EKOAX 42.79 24.96 21.29 15.76 Large Growth No
JHancock US Global Leaders Growth A USGLX 35.37 23.10 18.68 15.75 Large Growth No
American Century Select Inv TWCIX 33.97 20.73 19.07 15.75 Large Growth No
Voya Large Cap Growth Port S IEOSX 30.59 19.33 17.92 15.74 Large Growth No
Ivy Large Cap Growth A WLGAX 30.76 22.11 18.91 15.73 Large Growth No
DWS Large Cap Focus Growth S SCQGX 40.75 23.76 19.54 15.73 Large Growth No
MassMutual Premier Disciplined Gr Svc DEIGX 31.08 18.77 18.16 15.71 Large Growth No
American Beacon Bridgeway Lg Cp Gr R5 BRLGX 34.48 18.06 17.19 15.71 Large Growth No
BNY Mellon Research Growth Z DREQX 46.32 24.04 19.26 15.70 Large Growth Yes
Fidelity Focused Stock FTQGX 33.28 22.63 20.10 15.68 Large Growth No
DF Dent Premier Growth Investor DFDPX 28.33 23.15 20.33 15.65 Large Growth No
Federated Hermes MDT Large Cap Growth IS QILGX 38.32 22.93 19.94 15.62 Large Growth No
Marsico Growth MGRIX 57.11 27.52 20.88 15.61 Large Growth No
Wells Fargo Premier Large Co Gr A EKJAX 39.36 23.27 19.32 15.61 Large Growth No
Congress Large Cap Growth Institutional CMLIX 31.70 21.19 18.04 15.60 Large Growth No
Glenmede Quant US Large Cap Gr Eq GTLLX 18.58 14.97 15.79 15.58 Large Growth No
Touchstone Large Company Growth Instl DSMLX 29.21 18.74 17.72 15.58 Large Growth No
PGIM Jennison Diversified Growth A TBDAX 42.39 22.30 19.28 15.56 Large Growth No
VALIC Company I Growth VCULX 41.80 22.05 19.93 15.54 Large Growth No
BMO Large-Cap Growth Y MASTX 29.12 17.59 17.70 15.54 Large Growth No
Great-West Large Cap Growth Inv MXLGX 41.45 24.46 20.42 15.54 Large Growth No
Commerce Growth CFGRX 28.93 20.11 19.15 15.50 Large Growth No
Marsico Focus MFOCX 50.09 25.88 20.01 15.50 Large Growth No
Wells Fargo Large Cap Growth Inst STNFX 32.58 21.22 18.37 15.48 Large Growth No
Columbia Large Cap Growth V GAEGX 34.04 20.40 17.56 15.47 Large Growth Yes
MFS Growth B MEGBX 30.31 21.74 18.86 15.46 Large Growth No
Frost Growth Equity Inst FICEX 32.68 22.18 19.17 15.45 Large Growth No
Delaware US Growth A DUGAX 44.17 20.84 16.38 15.43 Large Growth No
Pioneer Fundamental Growth A PIGFX 27.03 19.11 16.51 15.43 Large Growth No
Franklin Growth Opportunities Adv FRAAX 45.73 24.71 19.48 15.42 Large Growth No
PACE Large Co Growth Equity P PCLCX 39.44 21.22 18.49 15.41 Large Growth No
Fidelity Contrafund FCNTX 32.58 19.04 18.18 15.40 Large Growth No
Elfun Trusts ELFNX 25.07 17.88 16.89 15.33 Large Growth No
JPMorgan Intrepid Growth I JPGSX 27.78 16.76 17.28 15.33 Large Growth No
Columbia Large Cap Growth Opp Inst NFEPX 40.84 22.54 19.03 15.31 Large Growth No
AIG Focused Growth A FOCAX 51.78 20.77 19.49 15.30 Large Growth No
Invesco American Franchise Y VAFIX 42.56 23.46 19.66 15.29 Large Growth No
Brown Advisory Growth Equity Inv BIAGX 32.37 24.99 19.82 15.29 Large Growth No
Vanguard Capital Opportunity Inv VHCOX 22.79 14.55 16.50 15.28 Large Growth Yes
American Century Growth Inv TWCGX 35.21 21.66 19.53 15.28 Large Growth No
American Funds Growth Fund of Amer A AGTHX 37.81 19.69 18.59 15.28 Large Growth No
Columbia Disciplined Growth A RDLAX 28.56 16.53 16.51 15.27 Large Growth No
BlackRock Capital Appreciation K BFGBX 40.57 23.85 20.41 15.25 Large Growth No
Victory RS Growth A RSGRX 35.64 17.96 17.11 15.17 Large Growth No
Putnam Sustainable Leaders A PNOPX 28.51 20.04 19.17 15.15 Large Growth No
Janus Henderson Research D JNRFX 32.79 20.46 17.50 15.11 Large Growth Yes
Guinness Atkinson Global Inntrs Inv IWIRX 36.17 15.78 18.02 15.07 Large Growth No
AB Concentrated Growth Advisor WPSGX 21.25 19.78 17.37 15.06 Large Growth No
Eaton Vance Growth A EALCX 37.15 21.49 18.14 15.04 Large Growth No
American Century Disciplined Growth I ADCIX 33.37 17.99 17.66 15.03 Large Growth No
MFS Massachusetts Inv Gr Stk A MIGFX 22.43 19.96 18.72 15.02 Large Growth No
Meridian Enhanced Equity Legacy MEIFX 26.22 22.05 20.92 15.01 Large Growth Yes
Virtus Silvant Large-Cap Growth Stk A STCIX 35.90 21.76 17.18 14.96 Large Growth No
Goldman Sachs Concentrated Growth Instl GCRIX 34.93 22.16 18.47 14.95 Large Growth No
PIMCO StocksPLUS Absolute Return Instl PSPTX 18.82 14.24 16.22 14.95 Large Blend No
Pioneer Disciplined Growth A PINDX 34.29 19.75 17.61 14.95 Large Growth No
SEI Large Cap Growth F (SIMT) SELCX 33.99 20.93 17.67 14.92 Large Growth No
GMO Quality IV GQEFX 18.51 16.22 17.34 14.86 Large Blend No
William Blair Growth N WBGSX 35.97 23.55 18.35 14.85 Large Growth No
Eaton Vance Atlanta Capital Focused Gr I EILGX 27.18 24.20 20.34 14.83 Large Growth No
Franklin Growth A FKGRX 30.64 18.60 18.06 14.80 Large Growth No
Carillon ClariVest Capital Apprec A HRCPX 28.91 16.30 16.60 14.79 Large Growth No
Buffalo Large Cap BUFEX 28.08 18.41 17.25 14.68 Large Growth No
USAA Aggressive Growth USAUX 41.82 20.12 17.82 14.68 Large Growth No
Janus Henderson VIT Research Instl JAGRX 32.95 20.63 17.67 14.67 Large Growth No
Natixis US Equity Opportunities A NEFSX 22.09 14.37 16.14 14.66 Large Growth No
Sit Large Cap Growth SNIGX 33.93 19.90 18.12 14.59 Large Growth No
Touchstone Growth Opportunities A TGVFX 33.08 21.75 18.40 14.55 Large Growth No
Calvert Equity A CSIEX 24.27 21.23 18.06 14.55 Large Growth No
Thornburg Small/Mid Cap Growth A THCGX 41.64 21.17 16.57 14.54 Large Growth No
Brown Advisory Flexible Equity Inv BIAFX 19.85 16.16 16.30 14.51 Large Growth No
CIBC Atlas Disciplined Equity Instl AWEIX 19.28 16.30 15.84 14.47 Large Blend No
Fidelity Capital Appreciation FDCAX 33.80 18.26 16.16 14.46 Large Growth No
Wilshire Large Company Growth Invmt DTLGX 38.82 20.54 18.10 14.41 Large Growth No
JPMorgan Tax Aware Equity I JPDEX 25.38 15.90 16.15 14.38 Large Growth No
Delaware Growth Equity A FICGX 28.26 15.21 15.95 14.37 Large Growth No
Putnam Sustainable Future A PMVAX 52.74 22.64 18.19 14.37 Large Growth No
Amana Growth Investor AMAGX 32.86 21.89 20.25 14.36 Large Growth No
Johnson Enhanced Return JENHX 19.38 14.49 15.51 14.36 Large Blend No
JPMorgan US Equity L JMUEX 26.54 16.29 16.20 14.35 Large Blend Yes
AMG Renaissance Large Cap Growth Z MRLIX 23.90 16.08 15.95 14.28 Large Growth No
VALIC Company II Capital Appreciation VCCAX 28.77 18.43 15.97 14.27 Large Growth No
Goldman Sachs Capital Growth A GSCGX 22.79 16.44 16.22 14.22 Large Blend No
Schwab Large-Cap Growth SWLSX 29.02 15.98 16.08 14.18 Large Growth No
Ivy Accumulative A IATAX 44.46 22.45 16.86 14.18 Large Growth No
Delaware Select Growth A DVEAX 46.04 21.88 16.77 14.16 Large Growth No
Vanguard Diversified Equity Inv VDEQX 28.98 17.06 16.38 14.16 Large Growth No
Pear Tree Quality Ordinary USBOX 18.65 15.24 16.22 14.15 Large Blend No
Vanguard Tax-Managed Capital App I VTCIX 21.08 14.82 15.74 14.14 Large Blend No
Nationwide Mellon Dyn US Core R6 MUIGX 19.20 17.39 16.25 14.05 Large Blend No
T. Rowe Price U.S. Equity Research PRCOX 19.81 14.81 15.60 14.03 Large Blend No
Eaton Vance Tax-Managed Multi-Cap Gr A EACPX 33.55 20.78 17.66 14.02 Large Growth No
Evercore Equity EWMCX 24.17 17.79 16.62 14.01 Large Growth No
Buffalo Growth BUFGX 28.29 19.37 16.98 14.00 Large Growth No
Neuberger Berman Guardian Inv NGUAX 34.58 19.61 18.53 13.99 Large Growth Yes
Invesco Capital Apprec A OPTFX 36.29 20.36 16.59 13.98 Large Growth No
Parnassus Core Equity Investor PRBLX 21.19 16.49 15.27 13.96 Large Blend No
Plumb Equity Investor PLBEX 32.34 19.85 20.09 13.93 Large Growth No
Best Mutual Funds Awards Licensing: The 2020 Best Mutual Funds Awards logo and accolades are available for licensing through Investor's Business Daily's partner, The YGS Group, at IBDlicensing@theYGSgroup.com or 800-290-5460.
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