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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 %
1.880
0.700
1.135
67
76
65
0.700
0.703
5
10
0.050
1.511
18
18
24
1.000
0.534
86
0.120
1.731
37
70
84
1.260
0.000
65
79
70
0.910
0.926
58
73
58
0.990
0.163
59
90
94
1.250
0.539
63
80
84
0.910
0.219
15
47
15
0.690
1.124
89
85
0.300
1.065
33
32
26
0.250
1.086
15
18
12
1.200
0.140
1.302
29
28
18
0.380
0.843
82
54
34
1.910
0.000
97
98
99
0.260
1.522
32
31
25
1.080
0.000
14
71
77
0.250
1.135
34
33
25
1.000
0.503
48
60
75

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