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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 %
0.120
1.781
41
59
75
1.260
0.000
79
92
88
0.660
0.484
68
61
64
0.970
0.090
76
91
94
1.250
0.428
53
61
71
0.910
0.194
13
54
36
0.690
1.028
90
86
0.300
1.336
27
25
22
0.240
1.134
14
13
11
1.210
0.000
0.140
1.345
22
19
14
0.380
0.722
66
34
1
1.890
0.000
98
98
99
0.270
1.075
25
24
21
1.040
0.000
53
62
86
1.190
0.000
55
24
1.000
0.255
49
45
67
1.150
0.000
94
92
88

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