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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
0.395
87
4.530
0.000
1.520
0.000
99
96
92
1.040
0.994
73
88
89
0.960
0.274
1.230
0.055
77
89
95
0.690
0.444
60
1.110
0.433
2.500
0.000
55
2
0.150
0.610
1.260
1.250
0.745
98
95
98
0.850
0.900
0.732
37
50
65
1.350
0.000
35
48
61
0.150
1.889
17
42
19
1.300
0.012
100
100
100
1.070
0.712
100
100
100
1.150
0.000
78
82
94
1.390
0.384
98
99
99
1.200
0.236
1.750
0.148
79
89
86
0.710
0.608
89
66
67
0.570
0.881
62
47
36
0.680
0.962
89
96
90
0.310
1.166
29
31
27

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