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Growth on a Roll

Growth stocks have paced this year's market, especially among large caps.

Shannon Zimmerman 22.10.2012


So far in 2012, big has been beautiful, at least among U.S. stock funds. Indeed, although they've experienced significant outflows this year, the large-growth, large-blend, and large-value peer groups sit atop the category performance tables for the year to date through Sept. 30. Growth has been the clear winner. A gain of roughly 16% for the average large-growth fund surpasses the large-blend and large-value norms by 1.7 and 2.5 percentage points, respectively.

The picture is mixed among mid-cap offerings--the mid-growth and mid-value averages both hover near 13%--but growth has also led the way among small-cap funds. The margin of victory hasn't been as wide in that part of the market. Nonetheless, the typical small-growth fund has surpassed the average small-blend offering by roughly 80 basis points. It has bested the small-value norm by 1.5 points, too.

Large Growth on a Roll

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About Author

Shannon Zimmerman  Shannon Zimmerman is an associate director of fund analysis at Morningstar.

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