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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 %
1.170
0.221
90
2.510
0.000
0.250
0.957
35
29
24
1.570
0.000
98
97
92
1.040
0.700
87
81
91
1.130
0.763
1.230
0.000
54
78
90
1.110
0.121
2.500
1.144
17
38
0.150
0.668
1.250
0.000
74
58
1.180
0.620
97
96
96
0.900
0.465
44
27
62
1.350
0.000
65
55
82
0.150
1.762
71
57
46
1.300
1.090
100
100
100
1.150
0.000
75
82
93
1.380
0.000
99
99
100
1.200
0.199
0.710
0.315
93
97
89
0.570
0.749
60
56
30
0.680
0.798
40
93
76
0.310
1.023
33
26
25
0.940
0.128
85
91
69

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