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sector performance

Large-Cap Growth Funds
Rank Fund Name Currency Return
39 Ivy Large Cap Growth Fund;A USD 26.0%
40 Ivy Tax-Managed Equity Fund;I USD 26.0%
41 PF Growth Fund;P USD 25.8%
42 GAMCO Growth Fund;AAA USD 25.8%
43 Vanguard US Growth Fund;Investor USD 25.6%
Rank Fund Name Currency Risk
93 GuideStone Growth Equity Fund;Inst USD 10.5
94 Alger Capital Appreciation Focus Fund;I USD 10.5
95 PF Growth Fund;P USD 10.5
96 USAA Growth Fund;Fund USD 10.5
96 John Hancock US Growth Fund;NAV USD 10.5
Rank Fund Name Currency Loss
18 MassMutual Select Growth Opportunities Fund;R5 USD -3.6%
18 Ivy Tax-Managed Equity Fund;I USD -3.6%
20 PF Growth Fund;P USD -3.6%
21 Congress Large Cap Growth Fund;R USD -3.6%
22 MFS Growth Fund;B USD -3.7%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 5.3% 6.7%
2017 31.4% 9.9% 6.7% 5.2% 6.6%
2016 2.5% -1.5% 1.6% 4.3% -1.9%
2015 7.3% 3.5% 0.3% -4.8% 8.6%
2014 9.0% -0.2% 2.9% 1.0% 5.0%
2013 33.4% 6.4% 2.2% 10.8% 10.7%
2012 17.2% 16.0% -5.9% 6.6% 0.7%
2011 -5.5% 3.2% 1.0% -16.1% 8.1%
2010 8.7%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date02/07/2010
  • Share Class size171Mn
  • Base currencyUSD
  • ISINUS69447T7063

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.48%