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Large Blend Funds

Large-blend funds are fairly representative of the overall U.S. stock market in size, growth rates, and price. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large cap. The blend style is assigned to portfolios where neither growth nor value characteristics predominate. These portfolios tend to invest across the spectrum of U.S. industries, and owing to their broad exposure, the portfolios’ returns are often similar to those of the S&P 500 Index.

Fund Name
Adjusted Expense Ratio %
12 Month Yield %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
1.210
0.391
92
2.510
0.000
0.930
1.319
57
1.520
0.000
99
98
91
1.040
0.881
86
93
93
1.210
0.599
0.960
0.103
1.230
0.008
73
78
90
1.110
0.447
2.500
0.000
52
46
0.150
0.597
1.250
0.000
74
64
1.250
0.712
97
96
95
0.900
0.710
38
41
67
1.350
0.000
68
42
78
0.150
1.862
48
52
43
1.300
0.012
100
100
100
1.070
1.014
100
100
100
1.150
0.000
64
73
94
1.390
0.393
99
100
100
1.200
0.230
0.710
0.794
93
91
83
0.570
0.771
69
51
30
0.680
0.917
49
93
78
0.310
1.096
33
31
29
0.940
0.363
91
90
64

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