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.
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Name
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Ticker
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Morningstar Category
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Fund Size
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TTM Yield
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | VTSMX | Large Blend | 1.53 Tril | 1.32% | 60 | 53 | 39 | 0.140% | $3,000 | No Load | Limited |
| Vanguard 500 Index Investor | VFINX | Large Blend | 1.08 Tril | 1.29% | 25 | 25 | 16 | 0.140% | — | No Load | Limited |
| Fidelity 500 Index | FXAIX | Large Blend | 512.39 Bil | 1.38% | 21 | 18 | 10 | 0.015% | — | No Load | Open |
| American Funds Washington Mutual 529-F-2 | FWMMX | Large Blend | 179.20 Bil | — | 23 | — | — | 0.360% | $250 | No Load | Open |
| American Funds Washington Mutual 529-F-3 | FWWMX | Large Blend | 179.20 Bil | — | 25 | — | — | 0.330% | $250 | No Load | Open |
| American Funds Washington Mutual 529F1 | CWMFX | Large Blend | 179.20 Bil | — | 28 | 66 | 59 | 0.700% | $250 | No Load | Open |
| American Funds Washington Mutual F1 | WSHFX | Large Blend | 179.20 Bil | 1.49% | 32 | 69 | 66 | 0.640% | $250 | No Load | Open |
| American Funds Washington Mutual F2 | WMFFX | Large Blend | 179.20 Bil | 1.71% | 26 | 65 | 58 | 0.380% | $250 | No Load | Open |
| American Funds Invmt Co of Amer 529-F-2 | FCIAX | Large Blend | 137.54 Bil | — | 6 | — | — | 0.360% | $250 | No Load | Open |
| American Funds Invmt Co of Amer F2 | ICAFX | Large Blend | 137.54 Bil | 1.49% | 6 | 38 | 53 | 0.370% | $250 | No Load | Open |
| American Funds Invmt Co of Amer 529-F-3 | FAOOX | Large Blend | 137.54 Bil | — | 6 | — | — | 0.320% | $250 | No Load | Open |
| American Funds Invmt Co of Amer 529F | CICFX | Large Blend | 137.54 Bil | — | 7 | 39 | 54 | 0.700% | $250 | No Load | Open |
| American Funds Invmt Co of Amer F1 | AICFX | Large Blend | 137.54 Bil | 1.25% | 9 | 46 | 59 | 0.640% | $250 | No Load | Open |
| American Funds Fundamental Invs 529F1 | CFNFX | Large Blend | 136.28 Bil | — | 30 | 56 | 43 | 0.710% | $250 | No Load | Open |
| American Funds Fundamental Invs F2 | FINFX | Large Blend | 136.28 Bil | 1.24% | 32 | 55 | 42 | 0.380% | $250 | No Load | Open |
| American Funds Fundamental Invs 529-F-2 | FFXFX | Large Blend | 136.28 Bil | — | 30 | — | — | 0.370% | $250 | No Load | Open |
| American Funds Fundamental Invs 529-F-3 | FEEFX | Large Blend | 136.28 Bil | — | 29 | — | — | 0.330% | $250 | No Load | Open |
| American Funds Fundamental Invs F1 | AFIFX | Large Blend | 136.28 Bil | 1.00% | 35 | 60 | 48 | 0.650% | $250 | No Load | Open |
| Strategic Advisers Fidelity US TtlStk | FCTDX | Large Blend | 109.61 Bil | 0.98% | 40 | 15 | — | 0.350% | — | No Load | Open |
| Schwab® S&P 500 Index | SWPPX | Large Blend | 91.90 Bil | 1.35% | 21 | 19 | 12 | 0.020% | — | No Load | Open |
| Fidelity Total Market Index | FSKAX | Large Blend | 87.50 Bil | 1.37% | 58 | 47 | 36 | 0.015% | — | No Load | Open |
| Vanguard PRIMECAP Inv | VPMCX | Large Blend | 73.03 Bil | 0.98% | 42 | 37 | 3 | 0.380% | $3,000 | No Load | Closed |
| Fidelity Series Total Market Index | FCFMX | Large Blend | 65.53 Bil | 1.38% | 57 | 47 | — | — | — | No Load | Open |
| Strategic Advisers Large Cap | FALCX | Large Blend | 59.85 Bil | 1.17% | 19 | 12 | 14 | 0.240% | — | No Load | Open |
| Vanguard Dividend Growth Inv | VDIGX | Large Blend | 51.49 Bil | 1.66% | 75 | 82 | 65 | 0.300% | $3,000 | No Load | Open |
| Vanguard Large Cap Index Investor | VLACX | Large Blend | 48.53 Bil | 1.27% | 39 | 30 | 21 | 0.170% | $3,000 | No Load | Limited |
| Nuveen Equity Index W | TEQWX | Large Blend | 44.16 Bil | 1.44% | 53 | 43 | — | — | — | No Load | Open |
| Nuveen Equity Index Premier | TCEPX | Large Blend | 44.16 Bil | 1.24% | 60 | 52 | 41 | 0.200% | — | No Load | Open |
| iShares S&P 500 Index Investor A | BSPAX | Large Blend | 39.80 Bil | 1.10% | 30 | 36 | 26 | 0.350% | $1,000 | No Load | Open |
| iShares S&P 500 Index Service | BSPSX | Large Blend | 39.80 Bil | 1.22% | 27 | 29 | 20 | 0.220% | $5,000 | No Load | Open |
| T. Rowe Price Equity Index 500 | PREIX | Large Blend | 30.90 Bil | 1.27% | 26 | 29 | 20 | 0.190% | $2,500 | No Load | Open |
| Parnassus Core Equity Investor | PRBLX | Large Blend | 29.39 Bil | 0.52% | 54 | 41 | 41 | 0.820% | $2,000 | No Load | Open |
| T. Rowe Price Dividend Growth Advisor | TADGX | Large Blend | 24.66 Bil | 0.87% | 63 | 72 | 50 | 0.900% | $2,500 | No Load | Open |
| T. Rowe Price Dividend Growth | PRDGX | Large Blend | 24.66 Bil | 1.10% | 62 | 69 | 42 | 0.640% | $2,500 | No Load | Open |
| Six Circles U.S. Unconstrained Equity | CUSUX | Large Blend | 23.51 Bil | 1.12% | 31 | 12 | — | 0.060% | — | No Load | Open |
| Schwab Total Stock Market Index | SWTSX | Large Blend | 23.12 Bil | 1.34% | 59 | 48 | 38 | 0.030% | — | No Load | Open |
| Fidelity ZERO Total Market Index | FZROX | Large Blend | 19.75 Bil | 1.29% | 50 | 43 | — | — | — | No Load | Open |
| T. Rowe Price US Large-Cap Core | TRULX | Large Blend | 18.48 Bil | 0.41% | 11 | 31 | 15 | 0.640% | $2,500 | No Load | Open |
| T. Rowe Price US Large-Cap Core Adv | PAULX | Large Blend | 18.48 Bil | 0.15% | 17 | 42 | 26 | 0.970% | $2,500 | No Load | Open |
| Fidelity Series Large Cap Stock | FGLGX | Large Blend | 17.65 Bil | 1.62% | 2 | 6 | 33 | — | — | No Load | Open |
| Schwab 1000 Index® | SNXFX | Large Blend | 15.97 Bil | 1.34% | 45 | 38 | 28 | 0.050% | — | No Load | Open |
| Six Circles Mgd Eq Port US Uncons | CMEUX | Large Blend | 14.17 Bil | 1.09% | 18 | 5 | — | 0.060% | — | No Load | Open |
| Vanguard Growth & Income Inv | VQNPX | Large Blend | 14.16 Bil | 1.04% | 17 | 16 | 12 | 0.320% | $3,000 | No Load | Open |
| Columbia Contrarian Core Adv | CORRX | Large Blend | 13.97 Bil | 0.52% | 17 | 7 | 9 | 0.720% | $2,000 | No Load | Open |
| Fidelity SAI US Large Cap Index | FLCPX | Large Blend | 13.43 Bil | 1.45% | 21 | 20 | — | 0.015% | — | No Load | Open |
| Northern Stock Index | NOSIX | Large Blend | 13.42 Bil | 1.40% | 23 | 22 | 15 | 0.050% | $2,500 | No Load | Open |
| Fidelity SAI US LowVolatility Idx | FSUVX | Large Blend | 13.13 Bil | 1.67% | 69 | 90 | — | 0.110% | — | No Load | Open |
| Vanguard PRIMECAP Core Inv | VPCCX | Large Blend | 12.62 Bil | 1.14% | 54 | 56 | 21 | 0.460% | $3,000 | No Load | Closed |
| Victory 500 Index Member | USSPX | Large Blend | 11.80 Bil | 1.22% | 30 | 19 | 16 | 0.250% | $3,000 | No Load | Open |
| T. Rowe Price U.S. Equity Research Adv | PACOX | Large Blend | 10.89 Bil | 0.82% | 10 | 13 | 6 | 0.820% | $2,500 | No Load | Open |
Large Blend Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.