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Growth or Value, Which Is Better?

Growth-versus-value is one of the basic questions all investors face. The two strategies ebb and flow in popularity and in effectiveness. From looking at the past 12 months, your clients have their pick of double-digit returns either way, at least if they choose these top funds. We present the five best mutual funds in each category, first the top value funds, and then the top growth funds.

Funds must have at least $100 million in assets and five years of history to be considered for the list. Scroll through or click here to view this list in a single-page version.

Source: Morningstar

Image: iStock

Value: Columbia Large Value Quantitative K Value: Columbia Large Value Quantitative K
Value: Columbia Large Value Quantitative I Value: Columbia Large Value Quantitative I
Value: SEI Tax-Managed Mgd Volatility A (SIMT) Value: SEI Tax-Managed Mgd Volatility A (SIMT)
Value: SEI US Managed Volatility I (SIMT) Value: SEI US Managed Volatility I (SIMT)
Value: SEI US Managed Volatility A (SIMT) Value: SEI US Managed Volatility A (SIMT)
Growth: Vanguard Capital Opportunity Inv Growth: Vanguard Capital Opportunity Inv
Growth: Vanguard Capital Opportunity Adm Growth: Vanguard Capital Opportunity Adm
Growth: Shelton Nasdaq-100 Index Direct Growth: Shelton Nasdaq-100 Index Direct
Growth: Vanguard PRIMECAP Core Inv Growth: Vanguard PRIMECAP Core Inv
Growth: Glenmede Large Cap Growth Growth: Glenmede Large Cap Growth

Growth and value funds both have generated profits for the past years, but which is higher? Take a look at the five top-performing funds in each broad category.

Comments (1)
Can you please screen for different share classes of the same fund? The value side is really 2 funds and NOT 5! Make it 1a, 1b, 1c if you have to list them all, but come on.
Posted by Doug F | Tuesday, March 31 2015 at 8:06AM ET
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