Skip to Content

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
0.404
48
42
44
0.700
1.336
85
0.820
0.775
97
94
89
1.120
0.540
100
100
0.000
1.404
0.440
1.181
44
3
16
1.330
0.332
95
94
95
0.900
1.503
95
99
98
1.150
0.485
68
62
0.510
1.164
64
33
48
1.840
0.000
90
96
98
1.030
0.387
73
90
95
0.820
0.645
63
78
68
0.830
0.844
26
61
82
1.080
0.536
13
31
65

Sponsor Center