If you’re enrolled in a large company’s retirement plan, such as a 401(k), you may find one of the following nine popular stock funds among your investment options. These funds are highly ranked and offer a mix of active management, low fees, and long-term track records.
1. FDGRX – Fidelity Growth Company Fund
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Manager: Steve Wymer (since 1997)
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Fees: 0.79% expense ratio
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Description: Actively managed growth fund focusing on high-growth companies with strong earnings potential. Fidelity is an excellent mutual fund company that’s well known for its growth funds. This fund is the representative of the Fidelity growth funds.
2. VPMCX – Vanguard Primecap Fund Investor Shares
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Manager: Primecap Management Company (since 1984)
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Fees: 0.35% expense ratio
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Description: Actively managed growth fund investing in companies with strong growth potential and competitive advantages. This fund has been featured by MyPlanIQ as the best stock fund that has the best long-term investment returns (see The Best Stock Funds In The Long-Term).
3. FCNTX – Fidelity Contrafund
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Manager: Will Danoff (since 1990)
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Fees: 0.81% expense ratio
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Description: Actively managed growth fund focusing on undervalued companies with strong growth potential. This mutual fund has had one of the best long-term track records among growth at a reasonable price (GARP) funds.
4. AGTHX – Capital Group Growth Fund of America Class A
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Manager: Multiple managers (since 1934)
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Fees: 0.73% expense ratio (Class A shares)
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Description: Actively managed growth fund investing in companies with strong growth potential and competitive advantages. Capital Group and Vanguard are two fund companies that have garnered most retirement (401(k), 403(b), …) plan assets. Their funds are popular as they usually deliver steady returns.
5. DODGX – Dodge & Cox Stock Fund
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Manager: Dodge & Cox (since 1931)
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Fees: 0.52% expense ratio
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Description: Actively managed value fund focusing on undervalued companies with strong fundamentals. Another value oriented fund that can be tilted to growth at a reasonable price or quality companies.
6. TRBCX – T. Rowe Price Blue Chip Growth Fund Inc.
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Manager: Larry Puglia (since 1993)
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Fees: 0.75% expense ratio
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Description: Actively managed growth fund investing in established companies with strong growth potential. T. Rowe Price is another growth and income fund company, in addition to Fidelity.
7. VIGRX – Vanguard Growth Index Fund Investor Shares
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Manager: Vanguard (since 1996)
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Fees: 0.04% expense ratio
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Description: Index fund tracking the CRSP US Growth Index, providing broad exposure to growth stocks. Needless to say, Vanguard has some of the most popular and lowest fee index funds that are ultra popular in retirement plans.
8. VFINX – Vanguard 500 Index Fund Investor Shares
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Manager: Vanguard (since 1976)
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Fees: 0.04% expense ratio
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Description: Index fund tracking the S&P 500 Index, providing broad exposure to the US stock market. This fund has the lowest fee among all S&P 500 index funds.
9. VIVAX – Vanguard Value Index Fund Investor Shares
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Manager: Vanguard (since 1992)
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Fees: 0.04% expense ratio
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Description: Index fund tracking the CRSP US Value Index, providing broad exposure to value stocks.
These funds offer a mix of active management, low fees, and long-term track records, making them popular choices for retirement plan investors. Capital Group’s Growth Fund of America boasts the largest assets under management, followed closely by the long-standing favorite, Dodge & Cox Stock Fund. Several Fidelity growth funds and Vanguard index funds are also included in this group.
Up to date returns
The latest total returns (dividend reinvested) of the most popular stock funds in 401(k) plans:
The return data shown below all have the same latest date: 05/05/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
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FDGRX (FIDELITY GROWTH COMPANY FUND FIDELITY GROWTH COMPANY FUND) | -9.72% | -1.09% | 9.68% | 10.24% | 12.91% | 14.47% | 12.50% | 10.28% |
VPMCX (VANGUARD PRIMECAP FUND INVESTOR SHARES) | -2.15% | 2.27% | 10.70% | 14.97% | 11.97% | 13.43% | 11.45% | 12.98% |
FCNTX (Fidelity Contrafund) | -1.52% | 9.87% | 15.82% | 15.90% | 13.91% | 14.24% | 12.03% | 10.35% |
AGTHX (GROWTH FUND OF AMERICA CLASS A) | -2.28% | 12.29% | 13.46% | 14.26% | 12.38% | 12.96% | 10.62% | 11.43% |
DODGX (DODGE & COX STOCK FUND DODGE & COX STOCK FUND) | -0.31% | 2.56% | 4.85% | 13.15% | 8.40% | 10.47% | 7.89% | 10.77% |
TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) | -5.29% | 12.12% | 17.04% | 13.44% | 13.65% | 14.77% | 11.81% | 11.69% |
VIGRX (VANGUARD GROWTH INDEX FUND INVESTOR SHARES) | -5.67% | 12.86% | 16.37% | 17.11% | 14.54% | 14.90% | 11.91% | 11.47% |
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | -3.57% | 10.39% | 12.42% | 16.24% | 12.35% | 13.09% | 10.19% | 10.57% |
VIVAX (VANGUARD VALUE INDEX FUND INVESTOR SHARES) | -0.97% | 7.29% | 7.93% | 14.33% | 9.61% | 10.95% | 8.48% | 9.50% |
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