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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 %
0.080
0.074
0.120
1.564
13
35
70
1.250
0.000
82
89
89
0.660
0.505
61
44
53
0.970
0.093
92
92
94
1.250
0.427
68
70
77
0.700
1.007
88
86
0.300
1.234
36
33
29
0.240
1.210
17
19
18
1.210
0.000
0.140
1.431
26
24
18
0.380
0.708
51
52
1
1.890
0.000
92
95
97
0.270
1.259
31
30
25
1.040
0.000
87
72
91
1.190
0.000
86
32
1.000
0.256
52
48
71
0.980
0.000
98
97
93

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