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.

Name	Ticker	Morningstar Category	Fund Size	TTM Yield	Total Return Rank in Category 3 Year	Total Return Rank in Category 5 Year	Total Return Rank in Category 10 Year	Adjusted Expense Ratio	Minimum Initial Investment	Share Class Type	Investment Status
Fidelity Advisor Diversified Stock O	FDESX	Large Blend	3.17 Bil	0.51%	11	2	9	0.440%	—	No Load	Limited
Goldman Sachs US Tax-Managed Eq Inv	GQIRX	Large Blend	3.16 Bil	0.44%	48	60	68	0.780%	—	No Load	Open
Goldman Sachs US Tax-Managed Eq Svc	GCTSX	Large Blend	3.16 Bil	0.11%	58	69	77	1.210%	—	No Load	Open
Goldman Sachs US Tax-Managed Eq P	GSDPX	Large Blend	3.16 Bil	0.51%	46	58	—	0.700%	—	No Load	Open
Hartford Disciplined Equity HLS IC	HLSCX	Large Blend	2.95 Bil	0.27%	70	—	—	1.090%	—	No Load	Open
Fidelity Mega Cap Stock	FGRTX	Large Blend	2.66 Bil	0.96%	4	4	20	0.590%	—	No Load	Open
AQR Large Cap Defensive Style N	AUENX	Large Blend	2.60 Bil	1.52%	91	96	58	0.650%	$2,500	No Load	Open
GQG Partners US Select Quality Eq Inv	GQEPX	Large Blend	2.53 Bil	0.38%	1	1	—	0.700%	$2,500	No Load	Open
T. Rowe Price Total Equity Market Idx	POMIX	Large Blend	2.51 Bil	1.14%	54	54	42	0.190%	$2,500	No Load	Open
Morgan Stanley Pathway Large Cap Eq	TLGUX	Large Blend	2.46 Bil	0.89%	77	71	61	0.470%	$1,000	No Load	Open
Voya Growth and Income Port S	ISVGX	Large Blend	2.36 Bil	0.77%	10	10	41	0.920%	—	No Load	Open
BNY Mellon S&P 500 Index	PEOPX	Large Blend	2.34 Bil	1.04%	33	39	31	0.500%	$2,500	No Load	Open
Voya Russell Large Cap Index Port S	IRLCX	Large Blend	2.33 Bil	0.85%	19	13	8	0.610%	—	No Load	Open
Fidelity Leveraged Company Stock	FLVCX	Large Blend	2.28 Bil	0.51%	72	22	87	0.710%	—	No Load	Open
MM S&P 500® Index Svc	MMIEX	Large Blend	2.27 Bil	1.06%	30	35	26	0.390%	—	No Load	Open
Franklin U.S. Core Equity Advisor	FCEUX	Large Blend	2.13 Bil	1.15%	—	—	—	—	—	No Load	Open
State Street Equity 500 Index II	SSEYX	Large Blend	2.02 Bil	1.37%	22	23	—	0.020%	—	No Load	Open
Victory Growth & Income	USGRX	Large Blend	1.96 Bil	0.89%	36	76	78	0.810%	$3,000	No Load	Open
Harbor Large Cap Value Inv	HILVX	Large Blend	1.94 Bil	0.83%	88	80	67	1.050%	$2,500	No Load	Open
Harbor Large Cap Value Admin	HRLVX	Large Blend	1.94 Bil	0.88%	87	80	65	0.940%	$50,000	No Load	Open
Amana Income Investor	AMANX	Large Blend	1.87 Bil	0.81%	53	74	88	1.020%	$100	No Load	Open
Selected American Shares D	SLADX	Large Blend	1.86 Bil	1.00%	87	71	75	0.670%	$10,000	No Load	Open
Selected American Shares S	SLASX	Large Blend	1.86 Bil	0.74%	90	73	81	0.990%	$1,000	No Load	Open
FMI Large Cap Investor	FMIHX	Large Blend	1.73 Bil	0.83%	82	92	89	0.840%	$1,000	No Load	Open
Gabelli Asset AAA	GABAX	Large Blend	1.70 Bil	0.30%	97	98	98	1.380%	$1,000	No Load	Open
American Century Equity Growth Inv	BEQGX	Large Blend	1.65 Bil	0.69%	85	83	84	0.660%	$2,500	No Load	Open
Nationwide S&P 500 Index Svc	GRMSX	Large Blend	1.51 Bil	0.90%	35	41	35	0.590%	$25,000	No Load	Open
Neuberger Berman Sustainable Equity Tr	NBSTX	Large Blend	1.49 Bil	0.11%	41	39	64	1.050%	—	No Load	Limited
Neuberger Berman Sustainable Equity E	NRAEX	Large Blend	1.49 Bil	—	—	—	—	0.050%	—	No Load	Open
Neuberger Berman Sustainable Equity Inv	NBSRX	Large Blend	1.49 Bil	0.22%	38	34	59	0.870%	$1,000	No Load	Limited
Columbia Select Large Cap Equity Adv	CLSRX	Large Blend	1.46 Bil	0.87%	30	31	—	0.600%	$2,000	No Load	Open
Impax Large Cap Fund Individual Investor	PAXLX	Large Blend	1.44 Bil	0.67%	87	28	—	0.980%	$1,000	No Load	Open
Schwab Core Equity	SWANX	Large Blend	1.39 Bil	0.96%	49	73	69	0.730%	—	No Load	Open
Goldman Sachs Large Cap Core P	GGGPX	Large Blend	1.38 Bil	0.52%	36	35	—	0.700%	—	No Load	Open
Goldman Sachs Large Cap Core Inv	GSPTX	Large Blend	1.38 Bil	0.56%	39	38	5	0.760%	—	No Load	Open
Goldman Sachs Large Cap Core Svc	GSPSX	Large Blend	1.38 Bil	0.21%	48	51	10	1.210%	—	No Load	Open
Nationwide BNY Mellon Dyn US Core Eagle	NWAEX	Large Blend	1.34 Bil	1.32%	61	40	—	0.600%	$50,000	No Load	Open
DWS S&P 500 Index S	SCPIX	Large Blend	1.30 Bil	1.11%	28	33	21	0.300%	$2,500	No Load	Open
iShares Russell 1000 Large-Cap Idx Inv A	BRGAX	Large Blend	1.30 Bil	1.09%	49	43	37	0.350%	$1,000	No Load	Open
Eaton Vance Tx-Mgd Growth 1.0	CAPEX	Large Blend	1.30 Bil	0.75%	26	17	13	—	—	No Load	Closed
Touchstone Focused Y	TFFYX	Large Blend	1.26 Bil	0.38%	78	40	65	0.890%	$2,500	No Load	Open
Nuveen Social Choice LwCrbn Eq Prmr	TPWCX	Large Blend	1.19 Bil	1.07%	75	47	—	0.450%	—	No Load	Open
Clipper	CFIMX	Large Blend	1.19 Bil	0.87%	85	75	75	0.710%	$2,500	No Load	Open
AQR Large Cap Multi-Style N	QCENX	Large Blend	1.17 Bil	1.02%	27	49	73	0.650%	$2,500	No Load	Open
Goldman Sachs US Equity Insights P	GSEPX	Large Blend	1.05 Bil	0.65%	47	51	—	0.550%	—	No Load	Open
Goldman Sachs US Equity Insights Svc	GSESX	Large Blend	1.05 Bil	0.26%	59	61	57	1.060%	—	No Load	Open
Goldman Sachs US Equity Insights Inv	GSUTX	Large Blend	1.05 Bil	0.51%	50	57	48	0.670%	—	No Load	Open
Ave Maria Rising Dividend	AVEDX	Large Blend	1.05 Bil	1.07%	74	84	90	0.920%	$2,500	No Load	Open
Weitz Large Cap Equity-Investor Cl	WVALX	Large Blend	910.95 Mil	—	87	76	93	1.040%	$2,500	No Load	Open
Voya Index Plus LargeCap Port S	IPLSX	Large Blend	875.83 Mil	0.58%	40	56	45	0.800%	—	No Load	Open

This list is limited to US mutual funds that are primarily used by individual or retail investors.

Large Blend Funds

Large Blend Funds - Default List Criteria

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