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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 %
1.230
0.823
63
3.750
0.000
1.060
1.203
52
57
80
0.960
1.240
0.306
64
93
0.690
0.962
74
2.500
4.818
64
1.230
1.330
97
83
96
0.850
0.910
0.874
40
27
63
1.350
0.000
9
69
0.150
2.115
25
19
33
1.220
1.205
100
100
100
0.940
2.939
100
100
100
1.210
0.430
99
95
93
1.160
0.638
65
80
96
1.400
1.075
97
94
99
1.190
0.328
1.750
0.000
99
98
95
0.710
1.012
94
80
80
0.570
1.312
49
47
30
0.730
0.935
93
94
87
0.290
1.560
22
18
22

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