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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 %
1.170
0.279
80
81
0.250
1.230
34
31
25
1.570
0.000
91
95
86
1.010
0.988
49
66
80
1.130
1.568
1.230
0.000
59
89
92
1.110
0.161
2.500
1.498
57
75
0.150
0.854
1.990
1.250
0.000
90
60
1.180
0.709
50
91
85
1.350
0.000
67
7
83
0.150
2.891
72
33
44
1.300
1.276
94
100
100
1.150
0.000
67
76
91
1.200
0.235
76
0.710
0.779
98
97
90
1.540
11.390
0.550
0.847
56
54
7
0.550
0.987
15
90
77
0.290
1.305
33
28
26
0.930
0.165
76
94
57

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