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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
0.766
65
4.530
0.000
1.590
0.093
96
92
91
1.060
1.136
59
61
84
0.960
1.240
0.184
61
83
0.690
0.893
73
2.500
4.486
73
1.260
1.230
1.320
100
95
98
0.850
0.910
0.796
25
39
58
1.350
0.000
12
64
74
0.150
1.977
31
32
34
1.220
1.074
100
100
100
0.940
1.940
100
100
99
1.160
0.587
65
77
93
1.400
1.032
97
97
98
1.190
0.318
1.750
0.000
100
97
96
0.710
0.945
94
87
79
0.570
1.202
53
46
29
0.730
0.860
90
94
88
0.290
1.430
24
20
22
0.980
0.513
10
35
37

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