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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 %
1.210
0.435
75
4.530
0.000
1.520
0.000
99
95
92
1.040
1.059
71
73
88
0.960
0.432
1.230
0.126
63
92
0.690
0.507
67
2.500
0.000
43
7
0.150
0.701
1.260
1.250
0.842
99
96
98
0.850
0.910
0.733
35
32
63
1.350
0.000
48
55
70
0.150
2.087
38
38
30
1.220
0.015
100
100
100
0.940
0.790
100
100
100
1.160
0.000
68
77
95
1.390
0.414
97
98
99
1.200
0.249
1.750
0.177
95
96
94
0.710
0.732
93
90
76
0.570
0.994
50
49
25
0.730
1.076
91
94
89
0.290
1.297
28
27
25

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