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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 %
0.980
0.186
17
46
41
0.700
1.266
90
0.810
1.456
83
78
78
0.500
0.015
1.616
23
19
0.000
1.667
0.140
1.167
2
6
19
0.440
1.281
4
1
2
1.360
0.276
92
90
93
0.920
0.603
95
97
99
1.150
1.066
94
67
0.510
1.514
37
53
53
3.360
1.070
0.534
81
92
95
0.850
0.813
59
72
62
0.900
0.489
48
65
83
1.110
0.645
32
54
62

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