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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
0.307
31
12
25
0.790
0.433
43
41
39
0.240
1.161
33
0.370
1.355
36
37
30
0.900
0.154
38
58
42
0.990
0.479
74
85
87
1.110
0.412
63
11
8
1.010
0.269
3
6
73
3.380
0.000
26
37
40
0.850
0.960
1.160
0.209
95
98
99
0.670
0.539
18
25
42
0.990
0.587
44
35
72
0.950
0.407
18
75
91
2.370
0.000
97
0.700
0.439
2
0.950
0.601
85
50
45
0.900
0.509
48
22
57
1.080
0.166
2
3
42
1.080
0.498
21
13
23
1.650
0.027
59
67
67
0.900
0.642
48
35
41
0.250
1.029
34
34
29

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