LCG

Large Cap Growth

 

Portfolio Role

Large cap growth stocks represent established companies that may be considered to have growth characteristics or perhaps be overvalued by investors relative to their true worth.  Most large cap companies eventually move into the large cap growth category as they continue to grow larger, so many of the most well-known companies fall into this category.

 

Market Coverage

Large cap growth covers the largest 70% of the market.  It is further filtered to only contain the expensive half of the market sorted by book-to-market.

 

Notes

Note that “growth” is somewhat subjective and can be determined by a variety of measures, so be sure to understand how your particular fund selects companies for the index.

Many large cap index funds also contain a good number of mid caps and extend to the top 85% of the market.  This shouldn’t affect performance too much, but be sure to understand the composition of any fund you buy.  

Stocks on the site are labeled with either a blue or a red color.  Red is for domestic stocks and blue is for international stocks.  Note that the color may change for the exact same asset based on your home country.

 

No current portfolios contain large cap growth funds

However, many contain a high percentage of large cap growth companies because of how the total stock market and large cap blend are weighted towards growth stocks.