Top Ten Large Cap Growth Funds with Low Costs

Lower Cost top ten large cap growth mutual funds

This financial summary covers very low cost large cap growth funds. Within this article, we enumerate the 10 best large cap growth mutual fundsthat have lower investment fees compared to the average large cap growth fund. The primary goal for this summary is to identify lowest expense ratio large cap growth funds, since low investment fund costs are very important, if you want to choose from among the top large cap mutual funds. This investment analysis explains why.

Top 10 large cap growth mutual funds with low investment fees

  1. Vanguard Growth Index – Admiral
    • 0.14% — annual management expense ratio including 12b-1 fee (if any)
    • n/a — taxable account minimum investment
    • VIGAX — ticker symbol
  2. Vanguard Growth Index – Investor
    • 0.28% — annual management expense ratio including 12b-1 fee (if any)
    • $3,000 — taxable account minimum investment
    • VIGRX — ticker symbol
  3. Vanguard US Growth – Admiral
    • 0.30% — annual management expense ratio including 12b-1 fee (if any)
    • n/a — taxable account minimum investment
    • VWUAX — ticker symbol
  4. Fidelity Large Cap Growth Enhanced Index
    • 0.45% — annual management expense ratio including 12b-1 fee (if any)
    • n/a — taxable account minimum investment
    • FLGEX — ticker symbol
  5. Vanguard US Growth – Investor
    • 0.49% — annual management expense ratio including 12b-1 fee (if any)
    • $3,000 — taxable account minimum investment
    • VWUSX — ticker symbol
  6. Vanguard Growth Equity
    • 0.51% — annual management expense ratio including 12b-1 fee (if any)
    • $3,000 — taxable account minimum investment
    • VGEQX — ticker symbol
  7. American Beacon Large Cap Growth AMR
    • 0.63% — annual management expense ratio including 12b-1 fee (if any)
    • n/a — taxable account minimum investment
    • ALFIX — ticker symbol
  8. Harbor Capital Appreciation – Institutional
    • 0.69% — annual management expense ratio including 12b-1 fee (if any)
    • n/a — taxable account minimum investment
    • HACAX — ticker symbol
  9. Turner Core Growth – Institutional
    • 0.69% — annual management expense ratio including 12b-1 fee (if any)
    • $100,000 — taxable account minimum investment
    • TTMEX — ticker symbol
  10. Invesco Van Kampen Capital Growth Y
    • 0.70% — annual management expense ratio including 12b-1 fee (if any)
    • $250 — taxable account minimum investment
    • ACPDX — ticker symbol

Top 10 large cap growth mutual funds with lowest investment fund management expense ratios

Least costly investment firm funds typically do a more reliable job of delivering superior net investment performance to the average investor. Greater cost investment company funds reduce ETF (exchange traded fund) and mutual fund return performance, because their higher fees continually yank on average investors’ purses.

This list of very low expense ratio large cap growth mutual funds has been arranged with the least expensive investment company funds at the beginning. However, every one of these investment company funds is one of the less expensive mutual funds in this category. Check out the remarks at the bottom to see how the list was developed.

Be aware that growth mutual funds will usually not track passive market index fund performance. Instead, growth mutual funds will tend to amplify positive performance in up markets and magnify negative fund returns in downward markets. While the lower cost funds on this list tend to have quite low turnover, their turnover and associated trading costs will be higher than a fully passive S and P no load index fund that targets a broadly diversified US stock market index return. In fact, some of the funds on this top 10 growth funds list have greater than 100% annual turnover. Finally, some of these funds might not be available for direct purchase by investors, but may only be accessible to select investors who might, for example, be permitted to invest in them via a retirement plan that offers them.

Something else worth noting concerns the choice between a low cost large cap top 10 growth mutual fund versus a large cap top 10 value fund with similarly low costs. While growth funds tend to amplify market movements, value funds tend to move somewhat counter to market movements. The long-term mutual fund performance history gives the edge to a low cost large cap value fund, but you need to be able to stomach a contrarian investment strategy. When others are bragging at cocktail parties about their wizardry (really far more likely just dumb luck) in an upward trending stock market, you are likely to have to hold your tongue. And when the markets are down, the cocktail crowd will still be unlikely to want to hear about your good fortune, if their stock fund portfolios are down.

Remarks about how this no load investment funds listing has been constructed.

Lists of very low cost investment funds tend to be quite stable across periods of time. The reasons are very understandable and simple. When an investment fund firm competes strategically with lowest cost investor funds rather than with more costly actively managed investing ploys, then that investment company usually tends to continue on very low cost investing funds. When that investment fund company provides low fee, low turnover, and passively managed investment funds, it usually tends to keep marketing the same.

However, info about this list of low cost investor funds could have altered after this investing analysis was written and edited, and it is your personal responsibility to check any information and data, before you make any kind of financial decision.

Here are our mechanical database selection methods used to develop this listing of these low cost investor funds:

  • DATA BASE SELECTION PROCESSES: The automated database selection processes were employed on large scale investment fund datasets which were thought to encompass almost the universe of investable investment company funds.
  • SELECTING VERY LOW COST NOLOAD INVESTMENT FUNDS IS OUR MAIN GOAL: The primary objective has been to select lower cost no load investment funds. Our list of these lowest cost noload investment firm funds was selected to try to remove those investment firm funds charging investment loads that would be either level loads, front-end loads, or back-end sales loads. This investment company fund list additionally has attempted to identify and remove those investment company funds which assess 12b1 fees, although such 12b-1 sales fees sometimes may be difficult to determine.
  • LISTED FUNDS TEND TO BE MORE PASSIVE INDEX TRACKING INVESTING FUNDS: Because lower cost noload investment company funds usually are index tracking investing funds, in addition, they tend to have lesser securities portfolio turnover versus the higher asset portfolio turnover of non-index, actively managed investor funds. Far lower asset turnover tends to be correlated with lower asset trading and brokerage expenses and costs. Thus, screened funds most often are passively managed index investor funds, as these very low cost investing models cannot support such more costly and more risky active trading ploys.
  • FUND PERFORMANCE RATING DATA IS LIKELY TO BE FAR LESS USEFUL THAN PICKING VERY LOW COST NO SALES LOAD INVESTMENT FIRM FUNDS: Regarding exchange traded funds (ETF) and mutual funds performance, many naive investors first look at historical mutual fund returns trying to select the best performing mutual funds for the future. Doing this is likely to be a foolish strategy, since historical mutual fund return data tends to be much less reliable than picking much lower cost no load index investing funds with passive management, low turnover, and low fees.
  • LOW COSTS ARE THE FUNDAMENTAL REASON WHY YOUR PORTFOLIO CAN EARN ENHANCED INDEX FUND PERFORMANCE: When you invest in much lower cost noload index investing funds, their fundamentally lower costs are the fundamental reason why your portfolio can earn higher level mutual fund returns and ETF exchange traded products performance returns. When you purchase much lower cost index investor funds, then expect to get exchange traded funds (ETF) and mutual fund performance returns that target the underlying index less the much lower costs you pay and a relatively small error in tracking the index.
  • TOTAL INVESTED ASSETS PLUS FUND AGE: Regarding the total assets of these low cost investment funds and time that they have existed, the vast majority hold at least a hundred million of total asset value and have been operating for at least three years.
  • AVAILABLE FOR NEW MONEY: Most of these low cost investing funds were open to new investor assets at the time of publication. These investment funds could be available for ordinary investors either via direct purchases, via lower cost stock brokers, or only via some institutional arrangement for particular participants. Usually the better method to find out about how to invest in these lowest cost investor funds would be to do a search using your favorite search engine using the investment firm name or ticker symbol.
  • ZERO DUE DILIGENCE, EVALUATION, OR ANALYSIS: Exclusively, mechanical database selection processes were used. Absolutely No analysis, evaluation, or due diligence of any sort was performed with any of these investor funds.

Scholarly securities investment research studies consistently establish that least cost investment fund management expenses tend to yield higher level investment fund plus exchange traded fund (ETF) performance. The asset securities investment market place is no safe place for investors to endeavor to beat the market by tactically active but necessarily costly investing ploys which usually will fail.

Perhaps surprisingly, even pro active asset managers on average don’t do better than the market once their higher investment firm management expense ratios, greater trading costs, and higher short-term capital gains taxes are considered. The greater the investment management fees, trading expenses, and investment taxes, the lower the actual securities investment performance for average investors. Investment money managers cannot earn sufficiently high performance to offset their higher management expense ratios, brokerage expenses, and trading taxes. As such, these increased and uncompensated investment company management fees, trading costs, and investment taxes make average investors get lesser real investment returns. Average investors spend more and take home less.

To find more investing research reports that discuss the heavy and unjustified management fees, brokerage sales expenses, plus trading taxes associated with investment companies look at these investment articles:

IMPORTANT NOTICE: This listing of the investor funds was compiled using numerical database screening methods that removed investing funds which didn’t meet the screening criteria listed previously. Zero due diligence, evaluation, or analysis of any kind has been performed on any of these investment funds listed here. This list of investor funds is solely for your information. Our list is NOT investment advice, is NOT a solicitation or offer to sell securities, and is NOT an offer of any financial services. Our list might not be complete. There could be errors with this data and information and it could be out dated. Also, there could be errors in or problems with the underlying databases, the automated data base selection methods that were used, and/or the editing, transcription, and publication. It is solely and entirely your responsibility to check any and all information and data, prior to making any kind of financial decision.

Top Ten S&P 500 Index Funds: Large Cap Core Mutual Funds with Lowest Costs

Very low expense ratio, top ten S&P 500

This investment report discusses lowest cost S&P 500 large cap core index mutual funds. In this summary, we consider the top 10 S&P 500 mutual funds that have lowest investment costs compared to the typical large cap core mutual fund.

The primary goal of this article is to list very low cost S&P 500 , since the lowest investment management expenses are most important, if you want to choose the top S&P 500 . This financial summary will also explain the reasons.

Top 10 S&P 500 with very low investment management expenses

  1. Fidelity Spartan S&P 500 Advantage
    • 0.07% — annual management expense ratio including 12b-1 fee (if any)
    • $100,000 — taxable account minimum investment
    • FUSVX — ticker symbol
  2. Vanguard 500 Index – Admiral
    • 0.07% — annual management expense ratio including 12b-1 fee (if any)
    • $100,000 — taxable account minimum investment
    • VFIAX — ticker symbol
  3. Vanguard 500 Index – Signal
    • 0.07% — annual management expense ratio including 12b-1 fee (if any)
    • $1,000,000 — taxable account minimum investment
    • VIFSX — ticker symbol
  4. USAA S&P 500 Index Reward
    • 0.09% — annual management expense ratio including 12b-1 fee (if any)
    • $100,000 — taxable account minimum investment
    • USPRX — ticker symbol
  5. Schwab S&P 500 Index
    • 0.13% — annual management expense ratio including 12b-1 fee (if any)
    • $100 — taxable account minimum investment
    • SWPPX — ticker symbol
  6. Columbia Large Cap Index – Z
    • 0.14% — annual management expense ratio including 12b-1 fee (if any)
    • $2,500 — taxable account minimum investment
    • NINDX — ticker symbol
  7. Vanguard 500 Index – Investor
    • 0.18% — annual management expense ratio including 12b-1 fee (if any)
    • $3,000 — taxable account minimum investment
    • VFINX — ticker symbol
  8. Dreyfus BASIC S&P 500
    • 0.20% — annual management expense ratio including 12b-1 fee (if any)
    • $10,000 — taxable account minimum investment
    • DSPIX — ticker symbol
  9. DWS Equity 500 Index – S
    • 0.21% — annual management expense ratio including 12b-1 fee (if any)
    • $2,500 — taxable account minimum investment
    • BTIEX — ticker symbol
  10. USAA S&P 500 Index – Member
    • 0.25% — annual management expense ratio including 12b-1 fee (if any)
    • $3,000 — taxable account minimum investment
    • USSPX — ticker symbol

Top 10 S&P 500 that have the lowest no load index fund expenses

Lowest cost investing funds typically do a superior job of serving the financial interests of investors. More costly investment company funds shrink ETF and index fund performance by continually yanking on the average investor’s pocketbook.

This table of lower cost top 10 S&P 500 mutual funds has been organized with the lowest cost index fund first. Nevertheless, each of these is among the least costly on the market. These S and P 500 are also managed to minimize operating costs and have very low rates of portfolio turnover. Most have over a billion dollars of invested assets, and some hold tens of billions of dollars of net asset value. Also, study the notes underneath to see how the listing was developed.

Remarks on how this no sales load investment company funds listing has been developed.

Lists of very low cost investment funds tend to be very stable across time. The reasons are quite understandable and simple. When an investment fund company decides to compete with much lower cost investing funds rather than with higher cost actively managed investing stratagems, then that investment fund company will usually keep competing on much lower cost investor funds. When that investment fund firm sells low turnover, low fee, and passively managed investor funds, that company usually tends to continue selling similar products.

However, things concerning our list of much lower cost investment company funds may have become different after this investor article was written, and it is your personal responsibility to verify all information and data, prior to making any kind of financial decision.

Here are the mechanical database screening methods used to derive this listing of these much lower cost investment funds:

  • DATABASE SELECTION METHODS: Our automated database screening methods accessed large investment firm fund datasets which were thought to include almost all of investable investment funds.
  • SELECTING LOWEST COST NO SALES CHARGE INVESTMENT FIRM FUNDS HAS BEEN OUR MAIN OBJECTIVE: The primary goal has been to find very low cost no sales charge investment company funds. These very low cost noload investing funds was screened to try to cut out all investment firm funds charging sales fees that would be either level loads, back-end loads, or front-end sales loads. Our investment firm fund list additionally has tried to find and remove those investment firm funds that charge 12b1 sales fees, though such 12b1 sales fees sometimes can be hard to detect.
  • SCREENED INVESTING FUNDS TYPICALLY ARE PASSIVE INDEX TRACKING INVESTOR FUNDS: Due to the fact that these much lower cost no load investment funds tend to be index investment funds, they also tend to have far lower investment asset turnover when compared to the far higher securities portfolio turnover churning of non-index, actively managed funds. Far lower investment asset turn over tends to be correlated with lesser investment asset brokerage fees and expenses. Screened funds almost invariably are passively managed, passive index tracker investment funds, since such lower cost investment structures are unable to support such more risky and more costly actively managed investment stratagems.
  • PAST FUND PERFORMANCE IS MUCH LESS RELIABLE THAN SELECTING LOW COST NOLOAD INVESTMENT FUNDS: Concerning ETF exchange traded products and index fund performance, a lot of naive individual investors rely up mutual fund performance ratings trying to select the for the future. This tends to be a fool’s errand, because historical mutual fund return data tends to be far less useful than selecting low cost no load index investment funds with low fees, low turnover, and passive management.
  • VERY LOW COSTS ARE THE FUNDAMENTAL REASON WHY YOUR ASSETS CAN OBTAIN ENHANCED INVESTMENT FUND PERFORMANCE: When you invest in lower cost no sales load index investor funds, their innately much lower costs are the fundamental reason why your assets can obtain improved mutual funds performance and ETF performance yields. When you purchase lowest cost index investing funds, then expect to get ETF and investment fund performance outcomes that target the underlying index minus the low costs you pay and a relatively small error in tracking the index.
  • TOTAL ASSETS PLUS INVESTOR FUND OPERATING AGE: Regarding the total invested assets of these lowest cost investment funds and the length of time that they have existed, they hold several hundred million dollars of total investment portfolio assets or much more and have been operating a minimum of three years.
  • AVAILABLE FOR ADDITIONAL INVESTOR MONEY: Most of these low cost investment company funds were believed to be open to new money when this article was written. These investing funds may be accessible to the average investor either via direct purchases, via low cost stock brokers, or only via an institutional plan for specific investors. Usually the best method to find out about the mechanics of investing in any of these lower cost investment funds is to perform a web search using your favorite search engine using the investment fund name and fund ticker symbol.
  • ZERO EVALUATION, ANALYSIS, OR DUE DILIGENCE: Exclusively, numerical data base screening methods were used. No analysis, due diligence, or evaluation of any kind has been done on any of the investment firm funds.

Statistical securities investment research studies strongly point out that lesser cost investment fees tend to yield better investment mutual fund and exchange traded fund (ETF) performance yields. The financial asset investment market place is no safe place for the average investor to endeavor to beat the market by over-active but concommitantly more expensive trading strategies that usually will fall short of a market return.

Perhaps surprisingly, even professional active money managers on the average do not do better than the market after their increased investment company management fees, greater brokerage costs, and higher trading taxes are considered. The more the investment management expense ratios, brokerage expenses, and trading taxes, the poorer the actual investment returns for average investors. Investment fund managers don’t garner sufficiently high returns to counterbalance their greater management expenses, trading costs, and trading taxes. As such, these higher and uncompensated investment management expenses, brokerage fees, and taxes make ordinary investors receive deficient actual securities fund performance. You spend more and hold on to less.

For additional investor articles which report on the increased and unjustified management expense ratios, brokerage house trading expenses, and taxes which are associated with investment companies look for these investor reports:

IMPORTANT: This listing of the investment company funds is compiled using mechanical data base selection processes which eliminated investment funds that didn’t meet the selection criteria discussed previously. Zero evaluation, analysis, or due diligence of any kind was done with any of the investment company funds on this list. This list of investor funds is solely for your convenience. This list is NOT a solicitation or offer to sell securities, is NOT an offer of any financial services, and is NOT investment advice. Our list might not be complete. There could be errors with this information and data and it could be out of date. In addition, there might be errors in or problems with the underlying databases, the automated data base selection methods that were used, and/or the editing, publication, and transcription. It is entirely and solely your personal responsibility to verify all and any data and information, before you make any kind of financial decision.

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