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.
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Name
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Ticker
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Morningstar Category
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Fund Size
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TTM Yield
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
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|---|---|---|---|---|---|---|---|---|---|---|---|
| T. Rowe Price Hedged Equity | PHEFX | Large Blend | 3.46 Bil | — | — | — | — | 0.580% | $2,500 | No Load | Open |
| Fidelity Advisor Diversified Stock O | FDESX | Large Blend | 3.32 Bil | 0.49% | 11 | 2 | 10 | 0.440% | — | No Load | Limited |
| Columbia Large Cap Index A | NEIAX | Large Blend | 3.32 Bil | 1.02% | 33 | 38 | 29 | 0.450% | $2,000 | No Load | Open |
| Touchstone Large Cap Focused Y | SICWX | Large Blend | 3.21 Bil | 0.77% | 62 | 14 | 6 | 0.740% | $2,500 | No Load | Open |
| Invesco Charter S | CHRSX | Large Blend | 3.17 Bil | 0.40% | 77 | 80 | 96 | 0.930% | — | No Load | Open |
| iShares Total US Stock Market Idx Inv A | BASMX | Large Blend | 3.14 Bil | 1.08% | 69 | 53 | — | 0.300% | $1,000 | No Load | Open |
| Russell Inv US Strategic Equity S | RSESX | Large Blend | 3.11 Bil | 0.76% | 81 | 63 | 64 | 0.730% | — | No Load | Open |
| Russell Inv US Strategic Equity M | RUSTX | Large Blend | 3.11 Bil | 0.85% | 81 | 61 | — | 0.630% | — | No Load | Open |
| Goldman Sachs US Tax-Managed Eq Inv | GQIRX | Large Blend | 2.97 Bil | 0.42% | 51 | 63 | 70 | 0.810% | — | No Load | Open |
| Goldman Sachs US Tax-Managed Eq Svc | GCTSX | Large Blend | 2.97 Bil | 0.10% | 64 | 71 | 79 | 1.230% | — | No Load | Open |
| Goldman Sachs US Tax-Managed Eq P | GSDPX | Large Blend | 2.97 Bil | 0.48% | 49 | 62 | — | 0.720% | — | No Load | Open |
| Hartford Disciplined Equity HLS IC | HLSCX | Large Blend | 2.82 Bil | 0.26% | 76 | — | — | 1.090% | — | No Load | Open |
| MM S&P 500® Index Svc | MMIEX | Large Blend | 2.73 Bil | 1.02% | 32 | 35 | 26 | 0.390% | — | No Load | Open |
| Fidelity Mega Cap Stock | FGRTX | Large Blend | 2.68 Bil | 0.94% | 2 | 2 | 16 | 0.590% | — | No Load | Open |
| AQR Large Cap Defensive Style N | AUENX | Large Blend | 2.57 Bil | 1.48% | 89 | 93 | 53 | 0.650% | $2,500 | No Load | Open |
| Fidelity Leveraged Company Stock | FLVCX | Large Blend | 2.40 Bil | 0.49% | 86 | 37 | 91 | 0.710% | — | No Load | Open |
| T. Rowe Price Total Equity Market Idx | POMIX | Large Blend | 2.40 Bil | 1.09% | 65 | 54 | 45 | 0.210% | $2,500 | No Load | Open |
| Morgan Stanley Pathway Large Cap Eq | TLGUX | Large Blend | 2.33 Bil | 0.85% | 81 | 74 | 63 | 0.470% | $1,000 | No Load | Open |
| GQG Partners US Select Quality Eq Inv | GQEPX | Large Blend | 2.27 Bil | 0.36% | 1 | 1 | — | 0.700% | $2,500 | No Load | Open |
| Voya Russell Large Cap Index Port S | IRLCX | Large Blend | 2.24 Bil | 0.82% | 27 | 13 | 7 | 0.610% | — | No Load | Open |
| BNY Mellon S&P 500 Index | PEOPX | Large Blend | 2.23 Bil | 1.00% | 36 | 40 | 31 | 0.500% | $2,500 | No Load | Open |
| Voya Growth and Income Port S | ISVGX | Large Blend | 2.05 Bil | 0.73% | 5 | 6 | 37 | 0.920% | — | No Load | Open |
| State Street Equity 500 Index II | SSEYX | Large Blend | 2.02 Bil | 1.32% | 24 | 23 | — | 0.020% | — | No Load | Open |
| Franklin U.S. Core Equity Advisor | FCEUX | Large Blend | 1.98 Bil | 1.27% | — | — | — | — | — | No Load | Open |
| Harbor Large Cap Value Inv | HILVX | Large Blend | 1.94 Bil | 0.79% | 89 | 77 | 67 | 1.050% | $2,500 | No Load | Open |
| Harbor Large Cap Value Admin | HRLVX | Large Blend | 1.94 Bil | 0.84% | 88 | 75 | 63 | 0.940% | $50,000 | No Load | Open |
| Victory Growth & Income | USGRX | Large Blend | 1.89 Bil | 0.85% | 43 | 79 | 78 | 0.810% | $3,000 | No Load | Open |
| Selected American Shares D | SLADX | Large Blend | 1.79 Bil | 0.96% | 80 | 71 | 75 | 0.670% | $10,000 | No Load | Open |
| Selected American Shares S | SLASX | Large Blend | 1.79 Bil | 0.72% | 83 | 76 | 81 | 0.990% | $1,000 | No Load | Open |
| Amana Income Investor | AMANX | Large Blend | 1.78 Bil | 0.79% | 39 | 78 | 86 | 1.020% | $100 | No Load | Open |
| Gabelli Asset AAA | GABAX | Large Blend | 1.67 Bil | 0.28% | 97 | 98 | 98 | 1.350% | $1,000 | No Load | Open |
| FMI Large Cap Investor | FMIHX | Large Blend | 1.64 Bil | 0.81% | 83 | 94 | 90 | 0.840% | $1,000 | No Load | Open |
| American Century Equity Growth Inv | BEQGX | Large Blend | 1.60 Bil | 0.65% | 86 | 86 | 84 | 0.660% | $2,500 | No Load | Open |
| Impax Large Cap Fund Individual Investor | PAXLX | Large Blend | 1.55 Bil | 0.64% | 89 | 31 | — | 0.970% | $1,000 | No Load | Open |
| Neuberger Berman Sustainable Equity Tr | NBSTX | Large Blend | 1.45 Bil | 0.11% | 48 | 49 | 65 | 1.050% | — | No Load | Limited |
| Neuberger Berman Sustainable Equity E | NRAEX | Large Blend | 1.45 Bil | — | — | — | — | 0.050% | — | No Load | Open |
| Neuberger Berman Sustainable Equity Inv | NBSRX | Large Blend | 1.45 Bil | 0.21% | 44 | 42 | 60 | 0.870% | $1,000 | No Load | Limited |
| Nationwide S&P 500 Index Svc | GRMSX | Large Blend | 1.44 Bil | 0.86% | 37 | 43 | 36 | 0.590% | $25,000 | No Load | Open |
| Eaton Vance Tx-Mgd Growth 1.0 | CAPEX | Large Blend | 1.41 Bil | 0.72% | 32 | 25 | 15 | — | — | No Load | Closed |
| Columbia Select Large Cap Equity Adv | CLSRX | Large Blend | 1.38 Bil | 0.84% | 26 | 25 | — | 0.600% | $2,000 | No Load | Open |
| Schwab Core Equity | SWANX | Large Blend | 1.33 Bil | 0.92% | 46 | 75 | 70 | 0.730% | — | No Load | Open |
| Goldman Sachs Large Cap Core Inv | GSPTX | Large Blend | 1.31 Bil | 0.54% | 48 | 32 | 5 | 0.760% | — | No Load | Open |
| Goldman Sachs Large Cap Core P | GGGPX | Large Blend | 1.31 Bil | 0.50% | 47 | 28 | — | 0.700% | — | No Load | Open |
| Goldman Sachs Large Cap Core Svc | GSPSX | Large Blend | 1.31 Bil | 0.20% | 60 | 45 | 9 | 1.210% | — | No Load | Open |
| Nationwide BNY Mellon Dyn US Core Eagle | NWAEX | Large Blend | 1.27 Bil | 1.27% | 68 | 38 | — | 0.600% | $50,000 | No Load | Open |
| DWS S&P 500 Index S | SCPIX | Large Blend | 1.24 Bil | 1.07% | 30 | 32 | 22 | 0.270% | $2,500 | No Load | Open |
| iShares Russell 1000 Large-Cap Idx Inv A | BRGAX | Large Blend | 1.21 Bil | 1.04% | 55 | 44 | 38 | 0.370% | $1,000 | No Load | Open |
| Touchstone Focused Y | TFFYX | Large Blend | 1.21 Bil | 0.36% | 76 | 36 | 64 | 0.890% | $2,500 | No Load | Open |
| TIAA-CREF Social Choice LwCrbn Eq Retl | TLWCX | Large Blend | 1.15 Bil | 0.94% | 82 | 51 | — | 0.580% | $2,500 | No Load | Open |
| TIAA-CREF Social Choice LwCrbn Eq Adv | TCCHX | Large Blend | 1.15 Bil | 1.06% | 80 | 44 | — | 0.400% | — | No Load | Open |
Large Blend Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.