The Growth FundCFGRX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$192.6M
Expense ratio
0.63%
1-year return
+23.0%
3 years, a year
+21.2%
5 years, a year
+11.7%
Holdings
52
What it aims to do.
The investment objective of the Fund is to seek capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 13.46% |
| AAPL Apple Inc | 10.98% |
| MSFT Microsoft Corp | 9.40% |
| GOOGL Alphabet Inc | 6.97% |
| AVGO Broadcom Inc | 5.33% |
| AMZN Amazon.com Inc | 5.10% |
| META Meta Platforms Inc | 3.10% |
| TSLA Tesla Inc | 2.95% |
| LLY Eli Lilly & Co | 2.03% |
| iShares Russell 1000 Growth ETF | 1.65% |
More on CFGRX.
- CFGRX overview
- CFGRX holdings
- CFGRX risk
- CFGRX costs
- CFGRX money in and out
- CFGRX share classes
- Compare CFGRX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.