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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|---|---|---|---|---|---|---|---|---|---|---|---|
| T. Rowe Price U.S. Equity Research | PRCOX | Large Blend | 10.81 Bil | 1.09% | 7 | 8 | 3 | 0.440% | $2,500 | No Load | Open |
| T. Rowe Price U.S. Equity Research Z | PCUZX | Large Blend | 10.81 Bil | 1.41% | — | — | — | — | — | No Load | Open |
| Fidelity Growth & Income | FGRIX | Large Blend | 10.07 Bil | 1.46% | 10 | 37 | 58 | 0.540% | — | No Load | Open |
| Jensen Quality Growth J | JENSX | Large Blend | 9.76 Bil | 0.72% | 74 | 74 | 29 | 0.820% | $2,500 | No Load | Open |
| Fidelity ZERO Large Cap Index | FNILX | Large Blend | 8.84 Bil | 1.26% | 27 | 17 | — | — | — | No Load | Open |
| Russell Inv Tax-Managed US Large Cap S | RETSX | Large Blend | 8.57 Bil | 0.51% | 59 | 63 | 61 | 0.930% | — | No Load | Open |
| Russell Inv Tax-Managed US Large Cap M | RTMTX | Large Blend | 8.57 Bil | 0.59% | 55 | 61 | — | 0.830% | — | No Load | Open |
| ClearBridge Appreciation FI | LMPIX | Large Blend | 8.45 Bil | 0.53% | 38 | 59 | 53 | 1.050% | — | No Load | Open |
| Nuveen S&P 500 Index W | TISWX | Large Blend | 7.85 Bil | — | 94 | — | — | — | — | No Load | Open |
| ClearBridge Dividend Strategy 1 | LCBOX | Large Blend | 7.80 Bil | 1.50% | 52 | 79 | 76 | 0.730% | — | No Load | Open |
| ClearBridge Dividend Strategy FI | LBRIX | Large Blend | 7.80 Bil | 1.18% | 60 | 83 | 81 | 1.150% | — | No Load | Open |
| State Farm Growth | STFGX | Large Blend | 7.42 Bil | 1.59% | 40 | 51 | 69 | 0.120% | $250 | No Load | Open |
| Fidelity Dividend Growth | FDGFX | Large Blend | 7.13 Bil | 1.28% | 13 | 75 | 81 | 0.770% | — | No Load | Open |
| State Street US Core Equity Fund | SSAQX | Large Blend | 7.10 Bil | 1.13% | 12 | 3 | 6 | 0.140% | — | No Load | Open |
| Janus Henderson Growth And Income S | JADGX | Large Blend | 6.93 Bil | 0.74% | 75 | 86 | 67 | 1.120% | $2,500 | No Load | Open |
| Janus Henderson Growth And Income D | JNGIX | Large Blend | 6.93 Bil | 1.09% | 70 | 83 | 58 | 0.750% | $2,500 | No Load | Limited |
| Janus Henderson Growth And Income T | JAGIX | Large Blend | 6.93 Bil | 0.99% | 72 | 84 | 60 | 0.870% | $2,500 | No Load | Open |
| VALIC Company I Stock Index | VSTIX | Large Blend | 6.37 Bil | 1.16% | 29 | 33 | 25 | 0.250% | — | No Load | Open |
| Nuveen Core Equity Premier | TRPGX | Large Blend | 6.31 Bil | 0.95% | 8 | 14 | 13 | 0.560% | — | No Load | Open |
| Nuveen Core Equity W | TGIWX | Large Blend | 6.31 Bil | 1.42% | 4 | 8 | — | — | — | No Load | Open |
| Nuveen Large Cap Responsible Eq Premier | TRPSX | Large Blend | 6.15 Bil | 1.25% | 74 | 57 | 57 | 0.350% | — | No Load | Open |
| State Street Equity 500 Index K | SSSYX | Large Blend | 5.98 Bil | 1.36% | 22 | 21 | — | 0.020% | — | No Load | Open |
| PRIMECAP Odyssey Stock | POSKX | Large Blend | 5.62 Bil | 1.06% | 63 | 67 | 46 | 0.670% | $2,000 | No Load | Open |
| MoA Equity Index Fund | MAEIX | Large Blend | 5.53 Bil | 1.32% | 25 | 26 | 17 | 0.140% | $3,000 | No Load | Open |
| Mairs & Power Growth | MPGFX | Large Blend | 5.38 Bil | 0.78% | 52 | 52 | 62 | 0.640% | $2,500 | No Load | Open |
| Empower S&P 500® Index Investor | MXVIX | Large Blend | 5.11 Bil | 0.39% | 34 | 39 | 34 | 0.510% | — | No Load | Open |
| Columbia Disciplined Core Adv | CLCQX | Large Blend | 4.54 Bil | 0.90% | 35 | 59 | 41 | 0.720% | $2,000 | No Load | Open |
| American Century Sustainable Equity G | AFEGX | Large Blend | 4.54 Bil | 1.56% | 28 | 13 | — | — | — | No Load | Open |
| American Century Sustainable Equity Inv | AFDIX | Large Blend | 4.54 Bil | 0.82% | 47 | 36 | 28 | 0.790% | $2,500 | No Load | Open |
| Fidelity Advisor Capital Development O | FDETX | Large Blend | 4.45 Bil | 1.12% | 3 | 12 | 43 | 0.560% | — | No Load | Limited |
| Fidelity Flex 500 Index | FDFIX | Large Blend | 4.41 Bil | 1.40% | 20 | 17 | — | — | — | No Load | Open |
| Voya US Stock Index Port S | ISJBX | Large Blend | 4.38 Bil | 1.00% | 34 | 40 | 31 | 0.510% | — | No Load | Open |
| DWS Core Equity S | SCDGX | Large Blend | 4.36 Bil | 0.86% | 17 | 46 | 19 | 0.560% | $2,500 | No Load | Open |
| ClearBridge Growth FI | LMPFX | Large Blend | 4.29 Bil | 0.20% | 100 | 100 | 100 | 1.070% | — | No Load | Open |
| Fidelity Large Cap Stock | FLCSX | Large Blend | 4.19 Bil | 0.96% | 5 | 13 | 46 | 0.840% | — | No Load | Open |
| GuideStone Funds Equity Index Investor | GEQZX | Large Blend | 4.19 Bil | 1.03% | 36 | 38 | 26 | 0.390% | $1,000 | No Load | Open |
| Bridge Builder Tax Managed Large Cap | BBTLX | Large Blend | 4.14 Bil | 1.03% | — | — | — | 0.300% | — | No Load | Open |
| T. Rowe Price Spectrum Diversified Eq | PRSGX | Large Blend | 4.03 Bil | 0.83% | 89 | 84 | 88 | 0.730% | $2,500 | No Load | Open |
| DoubleLine Shiller Enhanced CAPE® N | DSENX | Large Blend | 4.00 Bil | 4.66% | 96 | 92 | 42 | 0.800% | $2,000 | No Load | Open |
| Lord Abbett Dividend Growth F3 | LRMAX | Large Blend | 3.77 Bil | 0.97% | 50 | 65 | — | 0.600% | — | No Load | Open |
| Lord Abbett Dividend Growth F | LAMFX | Large Blend | 3.77 Bil | 0.88% | 52 | 67 | 66 | 0.650% | — | No Load | Open |
| Fidelity U.S. Sustainability Index | FITLX | Large Blend | 3.65 Bil | 1.05% | 15 | 10 | — | 0.110% | — | No Load | Open |
| Voya VACS Index S | VVIPX | Large Blend | 3.64 Bil | — | — | — | — | 0.150% | — | No Load | Open |
| Columbia Large Cap Index A | NEIAX | Large Blend | 3.50 Bil | 1.07% | 32 | 37 | 29 | 0.450% | $2,000 | No Load | Open |
| T. Rowe Price Hedged Equity | PHEFX | Large Blend | 3.32 Bil | — | — | — | — | 0.750% | $2,500 | No Load | Open |
| Invesco Charter S | CHRSX | Large Blend | 3.28 Bil | 0.41% | 75 | 76 | 96 | 0.930% | — | No Load | Open |
| Touchstone Large Cap Focused Y | SICWX | Large Blend | 3.27 Bil | 0.81% | 71 | 17 | 7 | 0.740% | $2,500 | No Load | Open |
| iShares Total US Stock Market Idx Inv A | BASMX | Large Blend | 3.24 Bil | 1.11% | 61 | 53 | — | 0.300% | $1,000 | No Load | Open |
| Russell Inv US Strategic Equity M | RUSTX | Large Blend | 3.19 Bil | 0.77% | 74 | 62 | — | 0.630% | — | No Load | Open |
| Russell Inv US Strategic Equity S | RSESX | Large Blend | 3.19 Bil | 0.68% | 76 | 64 | 65 | 0.730% | — | 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.