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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.

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
Vanguard Total Stock Mkt Idx InvVTSMXLarge Blend1.60 Tril1.26%6850410.140%$3,000No LoadLimited
Vanguard 500 Index InvestorVFINXLarge Blend1.11 Tril1.24%2626170.140%No LoadLimited
Fidelity 500 IndexFXAIXLarge Blend534.04 Bil1.31%221990.015%No LoadOpen
American Funds Washington Mutual 529F1CWMFXLarge Blend173.11 Bil1365570.700%$250No LoadOpen
American Funds Washington Mutual 529-F-2FWMMXLarge Blend173.11 Bil120.360%$250No LoadOpen
American Funds Washington Mutual 529-F-3FWWMXLarge Blend173.11 Bil130.330%$250No LoadOpen
American Funds Washington Mutual F1WSHFXLarge Blend173.11 Bil1.43%1568620.640%$250No LoadOpen
American Funds Washington Mutual F2WMFFXLarge Blend173.11 Bil1.65%1265550.380%$250No LoadOpen
American Funds Invmt Co of Amer 529-F-2FCIAXLarge Blend132.42 Bil60.360%$250No LoadOpen
American Funds Invmt Co of Amer F2ICAFXLarge Blend132.42 Bil1.44%641510.370%$250No LoadOpen
American Funds Invmt Co of Amer 529-F-3FAOOXLarge Blend132.42 Bil60.320%$250No LoadOpen
American Funds Invmt Co of Amer 529FCICFXLarge Blend132.42 Bil742520.700%$250No LoadOpen
American Funds Invmt Co of Amer F1AICFXLarge Blend132.42 Bil1.21%949580.640%$250No LoadOpen
American Funds Fundamental Invs 529F1CFNFXLarge Blend131.40 Bil3158430.710%$250No LoadOpen
American Funds Fundamental Invs F2FINFXLarge Blend131.40 Bil1.19%2957410.380%$250No LoadOpen
American Funds Fundamental Invs 529-F-2FFXFXLarge Blend131.40 Bil290.370%$250No LoadOpen
American Funds Fundamental Invs 529-F-3FEEFXLarge Blend131.40 Bil280.330%$250No LoadOpen
American Funds Fundamental Invs F1AFIFXLarge Blend131.40 Bil0.96%3662480.650%$250No LoadOpen
Strategic Advisers Fidelity US TtlStkFCTDXLarge Blend112.47 Bil0.94%44150.350%No LoadOpen
Fidelity Total Market IndexFSKAXLarge Blend90.96 Bil1.28%6547370.015%No LoadOpen
Schwab® S&P 500 IndexSWPPXLarge Blend87.83 Bil1.29%2320110.020%No LoadOpen
Vanguard PRIMECAP InvVPMCXLarge Blend75.93 Bil0.95%604940.380%$3,000No LoadClosed
Fidelity Series Total Market IndexFCFMXLarge Blend68.66 Bil1.32%64No LoadOpen
Strategic Advisers Large CapFALCXLarge Blend62.96 Bil1.13%1810170.240%No LoadOpen
Vanguard Dividend Growth InvVDIGXLarge Blend53.91 Bil1.60%6480630.300%$3,000No LoadOpen
Vanguard Large Cap Index InvestorVLACXLarge Blend50.66 Bil1.22%4530210.170%$3,000No LoadLimited
TIAA-CREF Equity Index PremierTCEPXLarge Blend42.93 Bil1.18%6851420.200%No LoadOpen
TIAA-CREF Equity Index AdvisorTEIHXLarge Blend42.93 Bil1.25%66490.150%No LoadOpen
TIAA-CREF Equity Index WTEQWXLarge Blend42.69 Bil1.37%6144No LoadOpen
TIAA-CREF Equity Index RetailTINRXLarge Blend42.69 Bil1.09%6954450.320%$2,500No LoadOpen
iShares S&P 500 Index Investor ABSPAXLarge Blend38.13 Bil1.06%3133260.350%$1,000No LoadOpen
iShares S&P 500 Index ServiceBSPSXLarge Blend38.13 Bil1.17%2829200.220%$5,000No LoadOpen
T. Rowe Price Equity Index 500PREIXLarge Blend30.00 Bil1.21%2728200.200%$2,500No LoadOpen
Parnassus Core Equity InvestorPRBLXLarge Blend28.70 Bil0.49%5734290.820%$2,000No LoadOpen
T. Rowe Price Dividend GrowthPRDGXLarge Blend23.76 Bil1.07%5367440.640%$2,500No LoadOpen
T. Rowe Price Dividend Growth AdvisorTADGXLarge Blend23.68 Bil0.84%5870510.900%$2,500No LoadOpen
Six Circles U.S. Unconstrained EquityCUSUXLarge Blend22.68 Bil1.07%27100.060%No LoadOpen
Schwab Total Stock Market IndexSWTSXLarge Blend22.13 Bil1.28%6649400.030%No LoadOpen
Fidelity ZERO Total Market IndexFZROXLarge Blend20.37 Bil1.23%5742No LoadOpen
Fidelity Series Large Cap StockFGLGXLarge Blend18.31 Bil1.59%2636No LoadOpen
T. Rowe Price US Large-Cap Core AdvPAULXLarge Blend17.88 Bil0.14%1436260.970%$2,500No LoadOpen
T. Rowe Price US Large-Cap CoreTRULXLarge Blend17.88 Bil0.40%1127160.640%$2,500No LoadOpen
Schwab 1000 Index®SNXFXLarge Blend15.44 Bil1.28%4938280.050%No LoadOpen
Fidelity SAI US Large Cap IndexFLCPXLarge Blend14.84 Bil1.39%22200.015%No LoadOpen
Vanguard Growth & Income InvVQNPXLarge Blend14.80 Bil1.00%161690.320%$3,000No LoadOpen
Six Circles Mgd Eq Port US UnconsCMEUXLarge Blend13.36 Bil1.05%2840.070%No LoadOpen
Columbia Contrarian Core AdvCORRXLarge Blend13.31 Bil0.50%21790.720%$2,000No LoadOpen
Vanguard PRIMECAP Core InvVPCCXLarge Blend13.19 Bil1.10%5561240.460%$3,000No LoadClosed
Fidelity SAI US LowVolatility IdxFSUVXLarge Blend13.05 Bil1.60%68870.110%No LoadOpen
Northern Stock IndexNOSIXLarge Blend12.69 Bil1.34%2524140.050%$2,500No LoadOpen

Large Blend Funds - Default List Criteria

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

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