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    1.25 / 0.7%
(As of Monday June 01, 2020)


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    Large-Cap Growth Funds

  • management type


  • total assets


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Fund Scorecard

manager tenure


ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary

Smith & Howard Wealth Management, Llc
Raymond James & Associates
Mariner Wealth Advisors, Llc
Plancorp, Llc
Paracle Advisors, Llc

Smithfield Trust Co

Wunderlich Securities, Inc.
Stonehearth Capital Management, Llc

Ameriprise Financial Inc

Barclays Plc

Blue Edge Capital, Llc
Hanson Mcclain, Inc.
Murphy Capital Management Inc
Commonwealth Equity Services, Inc

Cetera Investment Advisers

Oppenheimer & Co Inc
Cls Investments, Llc
Rdl Financial Inc
Ballentine Partners, Llc
Osborne Partners Capital Management, Llc
Johnson Investment Counsel Inc
Intersect Capital Llc
Clifford Swan Investment Counsel Llc
Raymond James Trust N.a.
Starfire Investment Advisers, Inc.

Cullen/frost Bankers, Inc.

Evergreen Capital Management Llc

Cape Cod Five Cents Savings Bank

Sva Plumb Wealth Management, Llc

Whittier Trust Co Of Nevada Inc

Manchester Capital Management Llc
Patten Group, Inc.
Lincoln National Corp
Thompson Davis & Co., Inc.
Focused Wealth Management, Inc
Diversified Portfolios, Inc.

Royal Bank Of Canada

Fiera Capital Corp

Marquette Asset Management Inc.
Thrivent Financial For Lutherans
Inr Advisory Services Llc
One Capital Management, Llc
Checchi Capital Advisers, Llc
Pinnacle Summer Investments, Inc.
Warren Averett Asset Management, Llc
Jmg Financial Group, Ltd.
Capital Planning Advisors, Llc

Enterprise Financial Services Corp

Lubar & Co., Inc

Stifel Financial Corp
Balasa Dinverno & Foltz Llc
Northwestern Mutual Investment Services Llc
Eaton Vance Management
Ep Wealth Advisors, Inc.
Baker Ellis Asset Management Llc
Brown Advisory Inc
Citadel Advisors Llc
Punch & Associates Investment Management, Inc.
Shine Investment Advisory Services Inc

Intrust Bank Na

Rand Wealth, Llc
Blair William & Co/il
Sanctuary Wealth Advisors, Llc

Whittier Trust Co

Benjamin F. Edwards & Company, Inc.
Wolverine Asset Management Llc
Sei Investments Co
Ifc Holdings Incorporated/fl

Cornerstone Advisory, Llp

Stephens Inc /ar/
Sii Investments Inc/wi
Visionary Asset Management, Inc.
Td Capital Management Llc
Camelot Portfolios, Llc

Ausdal Financial Partners, Inc.

Johanson Financial Advisors, Inc.

Mcf Advisors Llc
Loomis Sayles & Co L P

Greenleaf Trust

Tci Wealth Advisors, Inc.
Caprock Group, Inc.
Quadrant Capital Group Llc
Amerivest Investment Management Llc
Mogy Joel R Investment Counsel Inc
United Capital Financial Advisers, Llc
Exencial Wealth Advisors, Llc
Fmr Llc
Wetherby Asset Management Inc
Cordasco Financial Network
Texas Yale Capital Corp.
Snow Capital Management Lp

Evercore Wealth Management, Llc

Ashfield Capital Partners, Llc

Hochman Cole Investment Advisors, Inc.

Newsquare Capital Llc

Sheaff Brock Investment Advisors, Llc

Regions Financial Corp

North Star Asset Management Inc
Brookstone Capital Management

Sunbelt Securities, Inc.

Blackrock Investment Management, Llc
First Allied Advisory Services, Inc.
Beaumont Financial Partners, Llc
Mathes Company, Inc.

High Falls Advisors, Inc

Raab & Moskowitz Asset Management Llc

Country Trust Bank

Haverford Trust Co

Wms Partners, Llc
Assetmark, Inc
Lpl Financial Llc
Financial Architects, Inc
Mcnamara Financial Services, Inc.
Evanson Asset Management, Llc
Becker Capital Management Inc

Nations Financial Group Inc, /ia/ /adv

United Bank /va/

Aspiriant, Llc

Kalos Management, Inc.

Capital Management Corp /va
Forte Capital Llc /adv
Gradient Investments Llc

Massmutual Trust Co Fsb/adv

Everett Harris & Co /ca/
Salem Investment Counselors Inc
Alliancebernstein L.p.

Comerica Bank

Btc Capital Management, Inc.
Wilbanks Smith & Thomas Asset Management Llc
Interactive Financial Advisors
Goldman Sachs Group Inc
Fundx Investment Group, Llc
Indexiq Advisors Llc
Davidson & Garrard Inc
Next Financial Group, Inc
Rehmann Capital Advisory Group

Wilshire Associates Inc

Mufg Americas Holdings Corp

Private Advisor Group, Llc
Riverpoint Capital Management, Llc
Signaturefd, Llc
Bkd Wealth Advisors, Llc
Winslow, Evans & Crocker, Inc.

Bokf, Na

Bank Of America Corp /de/

Vista Capital Partners, Inc.
Financial Advisory Group
Ironsides Asset Advisors, Llc

Northwestern Mutual Wealth Management Co

Hbk Sorce Advisory Llc
Blackrock Inc.
Commonwealth Financial Services, Llc

Manufacturers Life Insurance Company, The

Sandy Spring Bank

Grimes & Company, Inc.
Regal Investment Advisors Llc
Gfs Advisors, Llc
Metlife Securities, Inc
Gemmer Asset Management Llc
North Star Investment Management Corp.
Fdx Advisors, Inc.
Twele Capital Management, Inc.
Clark Capital Management Group, Inc.
Atwood & Palmer Inc
Mission Wealth Management, Llc

Jones Financial Companies Lllp

Ls Investment Advisors, Llc
Badgley Phelps & Bell Inc
Colony Group Llc

Bank Of New York Mellon Corp

Permanens Capital L.p.
Fiduciary Financial Services Of The Southwest Inc /tx

B. Riley Financial, Inc.

Woodmont Investment Counsel Llc
Transamerica Financial Advisors, Inc.
Coe Capital Management, Llc
Stadion Money Management, Llc

Tower Research Capital Llc

Madison Investment Holdings Inc
Dixon Hubard Feinour & Brown Inc/va
Papp L Roy & Associates
Cetera Advisor Networks Llc
Investment Centers Of America Inc
Argi Investment Services, Llc
Hengehold Capital Management Llc

Commerce Bank

Lifeplan Financial Group, Inc

Stuart Chaussee & Associates, Inc.

Atria Investments Llc

Peoples Financial Services Corp.

Sage Financial Group Inc
Voya Financial Advisors, Inc.
Quantitative Advantage Llc
Cambridge Investment Research Advisors, Inc.
First Republic Investment Management, Inc.
Betterment Llc
Archford Capital Strategies, Llc
Hightower Advisors, Llc

Tnb Financial

Alexandria Capital, Llc
Eqis Capital Management, Inc.
M Holdings Securities, Inc.
Lvw Advisors, Llc
Nelson, Van Denburg & Campbell Wealth Management Group, Llc
Monetta Financial Services Inc


Fifth Third Bancorp

Sawtooth Asset Management, Inc.
American Investment Services, Inc.
Edelman Financial Services, Llc

Tiaa Cref Trust Co Fsb/mo

Newfocus Financial Group, Llc
Raymond James Financial Services Advisors, Inc.

Retirement Planning Group

Citigroup Inc

Select Asset Management & Trust

Gw Henssler & Associates Ltd

Jacobus Wealth Management, Inc.

Investors Capital Advisory Services
Condor Capital Management
Girard Partners Ltd.

Venturi Wealth Management, Llc

American International Group Inc

Reilly Financial Advisors, Llc
Geneva Advisors, Llc
Sol Capital Management Co
Mcmillion Capital Management Inc

Girard Securities, Inc.

Bridgewater Wealth & Financial Management, Llc
Northern Trust Corp
Jnba Financial Advisors
Reynders Mcveigh Capital Management, Llc

Ladenburg Thalmann Financial Services Inc

Bragg Financial Advisors, Inc

Cleary Gull Holdings Inc.

Morgan Stanley
Arrow Investment Advisors, Llc
Elm Advisors, Llc
Highland Capital Management, Llc
Plante Moran Financial Advisors, Llc
Bank Of Hawaii

Ledyard National Bank

Blume Capital Management, Inc.

Sg Americas Securities, Llc

Capital Advisors, Ltd. Llc
Two Sigma Advisers, Llc
Ameritas Investment Partners, Inc.
Annex Advisory Services, Llc

Bessemer Group Inc

Segall Bryant & Hamill, Llc

West Oak Capital, Llc
Integrys Wealth Advisors Llc
Twin Capital Management Inc
Hollencrest Securities Llc

Pnc Financial Services Group, Inc.

Parsec Financial Management, Inc.
Coldstream Capital Management Inc
National Asset Management, Inc.
Brighton Jones Llc
Us Bancorp \de\
Puplava Financial Services, Inc.
Janney Montgomery Scott Llc
Wealthcare Capital Management Llc

Asset Dedication, Llc

Chicago Partners Investment Group Llc
Feltz Wealth Plan Inc.
Asset Management Group, Inc.
Truepoint, Inc.
Stokes & Hubbell Capital Management, Llc
Atherton Lane Advisers, Llc
Lateef Investment Management, L.p.

Allegis Investment Advisors, Llc

Ftb Advisors, Inc.
Leavell Investment Management, Inc.
Pinnacle Associates Ltd

Oakworth Capital, Inc.

Tradewinds Capital Management, Llc

Legacy Private Trust Co.

Jfs Wealth Advisors, Llc
Krasney Financial Llc
Cornerstone Advisors, Inc.
Richard Bernstein Advisors Llc
Cabot Wealth Management Inc
Cliftonlarsonallen Wealth Advisors, Llc

Huntington National Bank

Frontier Investment Mgmt Co
Valley National Advisers Inc
Morningstar Investment Services, Inc.

Keybank National Association/oh

Stearns Financial Services Group
Strategic Wealth Advisors Group,inc.
Evensky & Katz Llc

Atlantic Trust Group, Llc

Captrust Financial Advisors
Buckingham Asset Management, Llc
Wfg Advisors, Lp
Spectrum Asset Management, Inc. (Nb/ca)
Regis Management Co Llc
Essex Financial Services, Inc.
Narwhal Capital Management

Alps Advisors Inc

Central Trust & Investment Co

Tower Square Investment Management, Llc

Advisory Services Network, Llc
Sigma Planning Corp
Advocacy Wealth Management Services, Llc
Busey Trust Co
Berkshire Money Management, Inc.
Donaldson Capital Management, Llc
Us Financial Advisors, Llc

Suntrust Banks Inc

Clearbridge Investments, Llc

Sun Life Financial Inc

Mai Capital Management
New England Investment & Retirement Group, Inc.

First Hawaiian Bank

Bernicke & Associates, Ltd
Neuberger Berman Group Llc

Bronfman E.l. Rothschild, L.p.

Stratos Wealth Partners, Ltd.
Bishop & Co Investment Management, Llc

Signature Estate & Investment Advisors Llc

M&t Bank Corp

National Planning Corp
Integrated Wealth Management

Susquehanna International Group, Llp

Ibbotson Associates Inc
Destination Wealth Management
Millennium Management Llc

Zions Bancorporation

Paradigm Financial Advisors, Llc
Concert Wealth Management Inc.
Northrock Partners, Llc

Trustmark National Bank Trust Department

Homrich & Berg
Vantage Investment Advisors, Llc

Tmd & Associates, Inc

Cranbrook Wealth Management, Llc

Credit Suisse Ag/

Segment Wealth Management, Llc
Wells Fargo & Company/mn
Fiduciary Group Llc
Cetera Advisors Llc
Spectrum Management Group, Inc.

Central Bank & Trust Co

Scott & Selber, Inc.

Firstmerit Bank N A Trustee

Westport Resources Management Inc

Compass Financial Group, Inc.

Ngam Advisors, L.p.
Alpha Cubed Investments, Llc
Headinvest, Llc
Simmons First Trust Co Na

Financial Counselors Inc

Brown Brothers Harriman & Co
Polaris Wealth Advisers, Llc

Seaward Management Limited Partnership

Clarius Group, Llc

Grandfield & Dodd, Llc
Carroll Financial Associates, Inc.
Jackson Wealth Management, Llc
Mckinley Carter Wealth Services, Inc.
Baird Financial Group, Inc.
Nwam Llc
Valentine Ventures Llc
Hudock Moyer Wealth Resources, Llc
Kings Point Capital Management

Ubs Group Ag

Alley Co Llc
Wrapmanager Inc

Synovus Financial Corp

Bb&t Corp
Provise Management Group, Llc
Mcqueen, Ball & Associates Inc.

Ifp Advisors, Inc

Silvercrest Asset Management Group Llc

Dubuque Bank & Trust Co

Davidson D A & Co
Cwm, Llc

Argent Trust Co

Jane Street Group, Llc

Jacobson & Schmitt Advisors, Llc
Sensible Financial Planning & Management, Llc.

Old Second National Bank Of Aurora

Stillwater Capital Advisors, Llc
Kistler-Tiffany Companies, Llc
Jpmorgan Chase & Co
Carnegie Capital Asset Management, Llc
Moors & Cabot, Inc.

Finemark National Bank & Trust

Bb&t Securities, Llc
Kingfisher Capital Llc
Roof Eidam & Maycock/adv

Farmers & Merchants Investments Inc

Coconut Grove Bank

Planning Alternatives Ltd /adv
Glenmede Trust Co Na
Summit Financial Strategies, Inc.
Davenport & Co Llc
Wealth Architects, Llc
Argentus Capital Management, Llc
Garde Capital, Inc.
Gupta Wealth Management Llc
Creative Planning
Dowling & Yahnke Llc
Newman Dignan & Sheerar, Inc.

Chemical Bank

Envestnet Asset Management Inc
Bartlett & Co. Llc
    Filing period ending Dec. 31, 2015


    Net Assets

    Total Net Assets


    (Through May 2020)
    There is no Assets data available to display at this time.


    Net Flows

    1 Year Net Flows


    (Through Dec 2016)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.


    Fee Comparison

    expense ratio


    There is no Fee data available to display at this time.




    There is no Turnover data available to display at this time.


    Growth of 10k

    1 Year Return


    There is no Performance data available to display at this time.
    Peer Group consists of 656 Large-Cap Growth Funds funds distributed through Institutional channels.


    Standard Deviation ¹ 5.05
    Sharpe Ratio ² 0.84
    R-Squared ³ N/A
    Beta ³ N/A
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    [rank] out of [[total]]
    Large-Cap Growth Funds




    There is no Rank in Category data available to display at this time


    Current Fund Managers

    • Gerard C. O'Reilly

      01-01-1994 - present
    • Walter Nejman

      01-01-2016 - present