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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
0.376
14
7
24
0.790
0.530
27
31
39
0.370
1.623
34
30
28
0.240
1.402
49
0.900
0.185
21
10
40
0.860
0.733
59
62
79
1.100
0.581
61
66
86
1.080
0.505
87
14
4
1.010
0.337
27
49
79
3.810
0.000
73
74
67
0.850
1.166
1.160
0.248
98
99
100
0.680
0.715
16
23
37
1.170
0.486
93
78
76
0.990
0.883
35
44
73
0.910
0.168
93
76
52
1.010
0.000
99
99
90
0.960
0.475
11
68
91
2.340
0.000
96
0.650
1.687
59
0.700
0.675
2
0.960
0.732
80
69
44
0.900
0.618
45
39
54
1.040
0.427
2
4
50
1.080
0.586
12
11
23
0.590
1.077
40
35
34
1.680
0.032
54
61
66
0.900
0.765
28
24
36
0.540
1.360
31
30
27
0.700
1.351
64
67
66

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