Large Growth
Large-growth portfolios invest in big U.S. companies that are projected to grow faster than other large-cap stocks. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large-cap. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). Most of these portfolios focus on companies in rapidly expanding industries. Morningstar®
Roxbury/Mar Vista Strategic Growth Fund (RMSIX)
| Performance (1-yr.): 14.98% | Expenses: 0.91% |
| Performance (1-mo.): 1.44% | Total Assets: $8.79M |
Shelton Green Alpha Fund (NEXTX)
| Performance (1-yr.): — | Expenses: 1.38% |
| Performance (1-mo.): 5.39% | Total Assets: $523,012 |
Strategic Advisers Growth Fund (FSGFX)
| Performance (1-yr.): 10.30% | Expenses: 0.56% |
| Performance (1-mo.): 1.77% | Total Assets: $8.79B |
Strategic Advisers Growth Multi-Manager Fund (FMELX)
| Performance (1-yr.): 9.89% | Expenses: 0.92% |
| Performance (1-mo.): 1.64% | Total Assets: $63.02M |
SunAmerica Focused Alpha Growth Fund (FOCAX)
| Performance (1-yr.): 10.58% | Expenses: 1.72% |
| Performance (1-mo.): 2.21% | Total Assets: $335.26M |
SunAmerica Focused Alpha Large-Cap Fund (SFLAX)
| Performance (1-yr.): 14.38% | Expenses: 1.72% |
| Performance (1-mo.): 2.24% | Total Assets: $295.88M |
The Investment House Growth Fund (TIHGX)
| Performance (1-yr.): 12.09% | Expenses: 1.86% |
| Performance (1-mo.): 0.73% | Total Assets: $49.09M |
The Torray Resolute Fund (TOREX)
| Performance (1-yr.): 16.65% | Expenses: 1.25% |
| Performance (1-mo.): 2.55% | Total Assets: $11.68M |
TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX)
| Performance (1-yr.): 16.11% | Expenses: 0.61% |
| Performance (1-mo.): 2.23% | Total Assets: $22.31M |
Touchstone Capital Growth Fund (TSCGX)
| Performance (1-yr.): 7.79% | Expenses: 1.25% |
| Performance (1-mo.): 0.05% | Total Assets: $176.19M |
