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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 %
0.980
0.109
33
57
43
0.700
1.048
90
0.810
1.271
94
90
85
0.000
1.297
0.440
1.027
6
4
1
1.360
0.237
93
93
93
0.920
0.505
89
98
98
1.150
0.854
86
54
0.520
1.282
54
79
60
1.880
0.121
83
96
98
1.070
0.442
74
92
94
0.830
0.673
51
77
52
0.880
0.401
40
64
66
1.080
0.498
12
39
66

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