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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
0.331
23
7
24
0.790
0.465
44
35
40
0.240
1.240
46
0.370
1.449
33
33
30
0.900
0.162
32
45
37
0.700
0.621
51
43
77
1.100
0.509
78
86
88
1.110
0.407
51
7
3
1.010
0.292
5
8
72
3.380
0.000
22
45
41
0.850
0.991
1.160
0.206
96
99
99
0.670
0.779
28
26
43
0.990
0.671
35
40
74
0.960
0.428
8
72
92
2.340
0.000
96
0.700
0.581
2
0.950
0.649
86
56
45
0.900
0.539
51
28
55
1.080
0.248
3
4
50
1.080
0.523
18
9
27
0.590
0.954
40
41
35
1.680
0.029
61
68
70
0.900
0.688
41
34
40
0.250
1.109
32
32
29

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