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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
0.245
83
0.250
1.086
28
25
22
1.570
0.000
98
96
93
1.040
0.888
89
86
89
1.130
1.105
1.230
0.000
69
86
94
1.110
0.133
2.500
1.327
62
64
0.150
0.744
1.250
0.000
74
58
1.180
0.642
91
94
92
0.850
0.532
38
17
59
1.350
0.000
61
38
81
0.150
1.914
55
42
36
1.300
1.004
99
100
100
1.150
0.000
66
72
93
1.380
0.000
99
99
100
1.200
0.220
0.710
0.350
93
96
85
0.550
0.789
49
43
21
0.650
0.895
15
90
77
0.290
1.146
27
23
23
0.930
0.143
87
93
72

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