美国排名最高的分散型股票基金

来源: Investors.com

基金排名时间是2020年3月。



Best U.S. Diversified Stock Funds

Symbol1-year total return3-year avg annual return5-year avg annual return10-year avg annual returnMorningstar categoryClosed to new inv
Benchmark: S&P 50031.4915.2711.7013.56
Virtus KAR Small-Cap Growth IPXSGX40.2627.9821.4918.99Small GrowthYes
T. Rowe Price New HorizonsPRNHX37.7123.5116.2418.80Mid-Cap GrowthYes
Fidelity Advisor Growth Opps MFAGOX39.9528.8717.4217.59Large GrowthNo
Akre Focus InstlAKRIX35.3523.1915.8517.43Large GrowthNo
Fidelity OTCFOCPX39.2223.1516.3917.11Large GrowthNo
Morgan Stanley Insight ICPODX33.4030.5318.3517.11Large GrowthNo
Lord Abbett Micro Cap Growth ILMIYX34.5624.1812.8416.74Small GrowthNo
Fidelity Growth CompanyFDGRX38.4221.8115.6216.69Large GrowthYes
Edgewood Growth InstlEGFIX34.1822.7816.4216.49Large GrowthNo
Wasatch Ultra GrowthWAMCX38.0626.1617.4116.30Small GrowthNo
AB Small Cap Growth AQUASX35.7721.8913.7516.11Small GrowthNo
Federated Kaufmann Small Cap AFKASX33.9725.4517.0016.11Small GrowthNo
Virtus KAR Small-Cap Core IPKSFX40.1922.8917.1016.11Mid-Cap GrowthYes
Baron Partners RetailBPTRX44.9923.1813.6016.09Mid-Cap GrowthNo
Principal MidCap R5PMBPX42.6718.4913.1515.97Mid-Cap GrowthYes
Glenmede Quant US Large Cap Gr EqGTLLX34.8417.8812.8215.97Large GrowthNo
Delaware Smid Cap Growth ADFCIX35.3322.3413.4015.89Mid-Cap GrowthNo
Janus Henderson VIT Enterprise InstlJAAGX35.4819.8014.9815.85Mid-Cap GrowthNo
Fidelity Blue Chip GrowthFBGRX33.4422.4314.6515.84Large GrowthNo
JPMorgan Growth Advantage AVHIAX35.8121.7814.6515.76Large GrowthNo
T. Rowe Price Instl Mid-Cap Equity GrPMEGX33.0917.9213.4015.70Mid-Cap GrowthYes
Wells Fargo Growth InstSGRNX37.6523.2113.8715.69Large GrowthNo
Franklin DynaTech AFKDNX36.3825.0016.4915.66Large GrowthNo
Touchstone Sands Capital Inst GrCISGX32.9223.9211.7515.61Large GrowthNo
PIMCO StocksPLUS Absolute Return InstlPSPTX33.1215.8511.7915.58Large BlendNo
Principal LargeCap Growth I InstlPLGIX34.8323.1715.3415.49Large GrowthNo
JPMorgan Large Cap Growth ISEEGX39.0424.3915.2015.49Large GrowthNo
Eaton Vance Atlanta Capital SMID-Cap IEISMX34.4416.6514.1415.45Mid-Cap GrowthYes
Fidelity Growth DiscoveryFDSVX33.7921.5814.1615.45Large GrowthNo
VALIC Company II Small Cap GrowthVASMX37.6922.9214.6215.45Small GrowthNo
Fidelity Advisor Equity Growth IEQPGX34.0121.8314.2515.43Large GrowthNo
William Blair Large Cap Growth ILCGFX36.3523.5015.6115.41Large GrowthNo
Victory RS Small Cap Equity AGPSCX38.4920.4012.1815.40Small GrowthYes
Janus Henderson Enterprise DJANEX35.2119.2014.4215.38Mid-Cap GrowthYes
DF Dent Premier Growth InvestorDFDPX42.9024.2714.8215.37Large GrowthNo
Value Line Mid Cap FocusedVLIFX35.3019.3014.1615.34Mid-Cap GrowthNo
Wasatch Micro CapWMICX42.2325.6816.1715.34Small GrowthNo
JPMorgan Small Cap Growth APGSGX37.1022.5714.2015.30Small GrowthNo
Artisan Small Cap InvestorARTSX40.1422.0313.9915.27Small GrowthYes
Federated Kaufmann Large Cap InstlKLCIX38.1419.5613.0215.26Large GrowthNo
Loomis Sayles Growth YLSGRX31.7219.4314.6915.25Large GrowthYes
T. Rowe Price New America GrowthPRWAX35.0322.5515.2215.24Large GrowthNo
Fidelity Small Cap GrowthFCPGX36.3118.8314.5215.18Small GrowthYes
BNY Mellon Sm/Md Cp Gr ISDSCX39.1420.1113.4315.07Mid-Cap GrowthNo
T. Rowe Price Mid-Cap GrowthRPMGX31.5317.1712.7515.06Mid-Cap GrowthYes
Putnam Growth Opportunities APOGAX36.4222.2514.4415.03Large GrowthNo
AB Large Cap Growth AAPGAX33.7721.4415.2615.01Large GrowthNo
BlackRock Mid-Cap Growth Equity InstlCMGIX36.1923.5615.7415.00Mid-Cap GrowthNo
Voya Large-Cap Growth WIGOWX32.6019.1413.2514.97Large GrowthNo
Touchstone Large Company Growth InstlDSMLX36.5321.5513.4614.95Large GrowthNo
Fidelity TrendFTRNX35.8819.5013.4514.94Large GrowthNo
Virtus Zevenbergen Innovative Gr Stk ASAGAX36.7326.6116.2114.93Large GrowthNo
Wells Fargo Discovery AdminWFDDX39.2618.7012.0914.91Mid-Cap GrowthNo
American Century Ultra InvTWCUX34.6021.3514.6414.91Large GrowthNo
Principal SmallCap Growth I InstlPGRTX33.5916.8712.0314.89Small GrowthNo
VY Baron Growth IIBGIX38.9720.6512.0414.89Mid-Cap GrowthNo
The Investment House GrowthTIHGX32.8219.3713.1414.84Large GrowthNo
Laudus US Large Cap GrowthLGILX32.5821.8714.1514.78Large GrowthNo
Wasatch Core GrowthWGROX33.2616.8912.9014.77Small GrowthYes
MFS Mid Cap Growth AOTCAX37.4320.4213.6814.76Mid-Cap GrowthNo
MassMutual Select Mid Cap Growth R5MGRFX32.0616.7712.3114.73Mid-Cap GrowthYes
VY T. Rowe Price Divers Mid Cap Gr IIAXIX37.2018.3312.6714.71Mid-Cap GrowthNo
State Street Instl Premier Growth Eq InvSSPGX38.1020.2613.1514.71Large GrowthNo
VALIC Company I Small Cap Agrsv GrVSAGX38.6020.5412.5914.67Small GrowthNo
Invesco Oppenheimer Discovery AOPOCX36.7419.4012.5914.64Small GrowthYes
T. Rowe Price Tax-Efficient EquityPREFX36.0420.4713.7514.64Large GrowthNo
T. Rowe Price Diversified Mid Cap GrPRDMX37.9018.5612.8314.60Mid-Cap GrowthNo
Brown Advisory Growth Equity InvBIAGX40.4824.3814.8014.58Large GrowthNo
Hartford Core Equity YHGIYX33.8417.1612.7014.56Large BlendNo
MassMutual Select Fundamental Growth R5MOTCX33.2019.4713.4414.56Large GrowthNo
PGIM Jennison Focused Growth ZSPFZX32.9322.9015.1114.55Large GrowthNo
Harbor Capital Appreciation InstlHACAX33.2821.6814.6214.55Large GrowthNo
JHFunds2 Capital Appreciation NAVJHCPX33.2021.6914.6514.53Large GrowthNo
Invesco Oppenheimer Discv Mid Cap Gr YOEGYX39.3118.8112.7314.52Mid-Cap GrowthNo
Hartford Disciplined Equity HLS IAHIAGX34.1217.0212.6114.51Large BlendNo
GuideStone Funds Growth Equity InstlGGEYX34.7921.8013.5914.51Large GrowthNo
Columbia Small Cap Growth I InstCMSCX40.9421.1415.8314.48Small GrowthNo
Alger Capital Appreciation Ptfl I-2ALVOX33.5820.4913.3014.46Large GrowthNo
Ave Maria GrowthAVEGX37.0919.6913.3314.44Large GrowthNo
ClearBridge Large Cap Growth ASBLGX31.6917.9513.8514.39Large GrowthNo
Alger Spectra ASPECX32.1519.7312.9014.38Large GrowthNo
MassMutual Premier Disciplined Gr SvcDEIGX33.3417.9612.7014.37Large GrowthNo
TIAA-CREF Quant Large-Cap Growth InstlTLIIX32.6818.4313.9014.36Large GrowthNo
JPMorgan Mid Cap Growth IHLGEX39.6619.7112.0614.36Mid-Cap GrowthNo
Vanguard US Growth InvestorVWUSX33.4120.8913.7214.35Large GrowthNo
Putnam Sustainable Leaders APNOPX35.8420.2213.2514.30Large GrowthNo
Nationwide Dynamic US Growth R6MUIGX37.5619.9513.3514.29Large BlendNo
Baron Asset RetailBARAX37.6220.1212.9714.28Mid-Cap GrowthNo
Columbia Select Large Cap Growth InstUMLGX37.9221.0111.8214.27Large GrowthNo
Transamerica Large Growth R4TGWFX34.2720.9814.2014.25Large GrowthNo
MFS Massachusetts Inv Gr Stk AMIGFX39.9121.9714.0014.22Large GrowthNo
Baron Fifth Avenue Growth RetailBFTHX33.9723.9614.6814.22Large GrowthNo
AB Concentrated Growth AdvisorWPSGX39.6720.3613.2314.21Large GrowthNo
Voya Large Cap Growth Port SIEOSX32.4118.9713.1314.21Large GrowthNo
PGIM Jennison Growth APJFAX32.7321.3614.3014.20Large GrowthNo
Nuveen Winslow Large-Cap Growth ESG INVLIX33.4322.4313.8814.19Large GrowthNo
Elfun TrustsELFNX35.5718.0512.1614.18Large GrowthNo
Ivy Large Cap Growth AWLGAX36.4421.5714.1814.16Large GrowthNo
Wells Fargo Endeavor Select ASTAEX38.6624.3614.7414.13Large GrowthNo
Meridian Enhanced Equity LegacyMEIFX44.9722.6015.1814.11Large GrowthYes
Alger Capital Appreciation Instl IALARX33.1220.0213.0314.09Large GrowthNo
Alger Focus Equity IALGRX33.9221.9814.4514.09Large GrowthNo
Wasatch Small Cap Growth InvestorWAAEX40.1520.8712.9814.08Small GrowthYes
Tocqueville OpportunityTOPPX44.7722.0111.7114.08Mid-Cap GrowthNo
Janus Henderson Research DJNRFX35.4018.4512.1914.06Large GrowthYes
Congress Large Cap Growth InstitutionalCMLIX34.9720.0113.4414.05Large GrowthNo
Wells Fargo Large Cap Growth InstSTNFX33.0921.4512.9314.04Large GrowthNo
TCW Select Equities ITGCEX36.0222.6813.7514.03Large GrowthNo
Commerce GrowthCFGRX35.5519.6714.4614.02Large GrowthNo
Baron Opportunity RetailBIOPX40.2928.6615.4514.02Large GrowthNo
MFS Growth BMEGBX36.3221.5114.1114.01Large GrowthNo
Baron Growth RetailBGRFX40.1420.0111.8913.98Mid-Cap GrowthNo
Eaton Vance Atlanta Capital Focused Gr IEILGX38.3724.2815.3313.98Large GrowthNo
DWS Capital Growth SSCGSX36.9319.2513.8113.95Large GrowthNo
American Century Select InvTWCIX36.3119.2013.9813.95Large GrowthNo
Carillon Eagle Mid Cap Growth AHAGAX34.4817.8212.2713.95Mid-Cap GrowthNo
Janus Henderson VIT Forty InstlJACAX37.1622.1615.8913.94Large GrowthNo
American Century Focused Dynamic Gr IACFSX32.6024.0214.3113.93Large GrowthNo
Columbia Large Cap Growth VGAEGX35.8318.4512.7613.92Large GrowthYes
Value Line Premier GrowthVALSX36.5919.2112.6913.92Mid-Cap GrowthNo
DWS Large Cap Focus Growth SSCQGX37.2819.0013.7813.91Large GrowthNo
Calvert Equity ACSIEX36.5021.7213.8613.88Large GrowthNo
MainStay Large Cap Growth AMLAAX33.3922.1813.4713.88Large GrowthNo
Frost Growth Equity InstFICEX33.4921.5613.9913.85Large GrowthNo
Pioneer Fundamental Growth APIGFX33.8417.7112.4513.84Large GrowthNo
American Century Small Cap Growth InvANOIX36.7417.8511.7313.83Small GrowthNo
MFS New Discovery IMNDIX41.1220.6913.4413.80Small GrowthNo
TCM Small Cap GrowthTCMSX33.2516.1412.4713.79Small GrowthNo
Virtus KAR Mid-Cap Growth APHSKX42.3426.9016.3913.76Mid-Cap GrowthNo
Invesco Summit PSMMIX38.6620.5113.8113.76Large GrowthYes
BNY Mellon Small Cap Gr ISSETX34.5116.4312.4513.75Small GrowthNo
BNY Mellon Large Cap Growth ADAPAX34.9018.7313.0513.74Large GrowthNo
Harbor Mid Cap Growth InstlHAMGX39.0521.8212.9613.74Mid-Cap GrowthNo
Neuberger Berman Small Cap Growth InvNBMIX34.5022.0712.7613.70Small GrowthYes
American Century Growth InvTWCGX35.4020.1113.5413.68Large GrowthNo
Goldman Sachs Strategic Growth InstlGSTIX35.5720.5713.0213.67Large GrowthNo
Wells Fargo Omega Growth AEKOAX36.7222.4513.1913.67Large GrowthNo
Alger Weatherbie Specialized Gr Prt I-2AAMOX38.3122.3913.6413.60Mid-Cap GrowthNo
JHancock US Global Leaders Growth AUSGLX33.0119.9713.4513.59Large GrowthNo

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