Actively Managed US Large Cap Funds
Active funds and ETFs attempt to outpace peers and their relative benchmarks through the active selection and review of securities. These portfolios tend to have higher relative costs compared with passive offerings. Here, we highlight those funds and ETFs that focus on stocks in the top 70% of the capitalization of the US equity market.
|
Name
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Adjusted Expense Ratio
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|---|
| 1290 Avantis U.S. Large Cap Growth Fund Class A
TNRAX
| Large Growth | — | 13.30% | — | — | 0.900% | $219.55M | ||
| 1290 Avantis U.S. Large Cap Growth Fund Class I
TNXIX
| Large Growth | — | 13.58% | 23.25% | 12.24% | 0.650% | $219.55M | ||
| 1789 Growth and Income Fund Class C
PSECX
| Large Value | −1.17% | 10.96% | 6.06% | 2.020% | $27.56M | |||
| 1789 Growth and Income Fund Class P
PSEPX
| Large Value | −0.13% | 12.07% | 7.14% | 1.020% | $27.56M | |||
| 3EDGE Dynamic US Equity ETF
EDGU
| Large Blend | — | 14.20% | — | — | 0.910% | $101.43M | ||
| AAM Brentview Dividend Growth ETF
BDIV
| Large Value | — | 10.93% | — | — | 0.490% | $6.96M | ||
| AAM Sawgrass U.S. Large Cap Quality Growth ETF
SAWG
| Large Blend | — | 14.02% | — | — | 0.490% | $3.02M | ||
| AAMA Equity Fund
AMFEX
| Large Blend | 20.87% | 20.11% | 11.82% | 1.180% | $407.36M | |||
| AB Concentrated Growth Fund Advisor Class
WPSGX
| Large Growth | −4.00% | 9.48% | 2.99% | 0.750% | $427.00M | |||
| AB Concentrated Growth Fund Class A
WPASX
| Large Growth | −4.23% | 9.21% | 2.73% | 1.000% | $427.00M | |||
| AB Concentrated Growth Fund Class C
WPCSX
| Large Growth | −4.96% | 8.39% | 1.96% | 1.750% | $427.00M | |||
| AB Concentrated Growth Fund Class I
WPSIX
| Large Growth | −4.05% | 9.40% | 2.92% | 0.830% | $427.00M | |||
| AB Concentrated Growth Fund Class Z
WPSZX
| Large Growth | −4.00% | 9.49% | 3.00% | 0.730% | $427.00M | |||
| AB Core Opportunities Fund Advisor Class
ADGYX
| Large Blend | 12.04% | 20.71% | 12.06% | 0.860% | $182.33M | |||
| AB Core Opportunities Fund Class A
ADGAX
| Large Blend | 11.77% | 20.42% | 11.78% | 1.110% | $182.33M | |||
| AB Core Opportunities Fund Class C
ADGCX
| Large Blend | 10.92% | 19.52% | 10.95% | 1.860% | $182.33M | |||
| AB Core Opportunities Fund Class I
ADGIX
| Large Blend | 12.03% | 20.74% | 12.08% | 0.800% | $182.33M | |||
| AB Core Opportunities Fund Class Z
ADGZX
| Large Blend | 12.06% | 20.77% | 12.11% | 0.810% | $182.33M | |||
| AB Equity Income Fund Advisor Class
AUIYX
| Large Value | 19.19% | 21.57% | 13.47% | 0.620% | $788.10M | |||
| AB Equity Income Fund Class A
AUIAX
| Large Value | 18.92% | 21.28% | 13.19% | 0.870% | $788.10M | |||
| AB Equity Income Fund Class C
AUICX
| Large Value | 18.00% | 20.37% | 12.34% | 1.630% | $788.10M | |||
| AB Equity Income Fund Class I
AUIIX
| Large Value | 19.18% | 21.47% | 13.39% | 0.650% | $788.10M | |||
| AB Equity Income Fund Class Z
AUIZX
| Large Value | 19.25% | 21.58% | 13.50% | 0.590% | $788.10M | |||
| AB Growth Fund Advisor Class
AGRYX
| Large Growth | 6.27% | 21.46% | 10.99% | 0.850% | $1.52B | |||
| AB Growth Fund Class A
AGRFX
| Large Growth | 6.01% | 21.16% | 10.72% | 1.100% | $1.52B |
United States