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 %
0.930
0.168
50
24
28
0.780
0.344
64
48
49
0.220
1.267
5
27
0.360
1.086
28
27
27
0.910
0.162
78
48
43
0.990
0.175
83
84
88
1.070
0.340
86
88
78
1.010
0.028
2
8
69
2.950
0.000
6
29
63
1.140
0.000
47
91
99
0.650
0.501
23
37
37
0.720
0.617
40
43
70
0.950
0.899
66
79
93
0.710
0.455
2
2
1.220
0.222
44
8
40
0.910
0.102
94
93
68
0.880
0.459
17
29
58
1.060
0.116
2
2
14
1.030
0.002
34
30
30
1.650
0.000
56
60
66
0.890
0.396
51
40
41
0.250
1.153
25
24
25
2.500
6.861
0.700
1.413
53
62
65
0.700
0.481
8
7
0.050
1.366
29
25
26
1.600
0.000

Sponsor Center