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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|---|---|---|---|---|---|---|---|---|---|---|---|
| TIAA-CREF Social Choice LwCrbn Eq Prmr | TPWCX | Large Blend | 1.15 Bil | 1.02% | 80 | 45 | — | 0.450% | — | No Load | Open |
| Clipper | CFIMX | Large Blend | 1.12 Bil | 0.84% | 77 | 80 | 77 | 0.710% | $2,500 | No Load | Open |
| AQR Large Cap Multi-Style N | QCENX | Large Blend | 1.11 Bil | 0.98% | 20 | 52 | 71 | 0.650% | $2,500 | No Load | Open |
| Goldman Sachs US Equity Insights P | GSEPX | Large Blend | 999.75 Mil | 0.62% | 46 | 56 | — | 0.550% | — | No Load | Open |
| Goldman Sachs US Equity Insights Svc | GSESX | Large Blend | 999.75 Mil | 0.25% | 57 | 65 | 58 | 1.060% | — | No Load | Open |
| Goldman Sachs US Equity Insights Inv | GSUTX | Large Blend | 999.75 Mil | 0.49% | 55 | 59 | 50 | 0.670% | — | No Load | Open |
| Ave Maria Rising Dividend | AVEDX | Large Blend | 993.55 Mil | 1.02% | 63 | 89 | 90 | 0.910% | $2,500 | No Load | Open |
| Weitz Large Cap Equity-Investor Cl | WVALX | Large Blend | 884.16 Mil | — | 87 | 70 | 92 | 1.040% | $2,500 | No Load | Open |
| Voya Index Plus LargeCap Port S | IPLSX | Large Blend | 835.09 Mil | 0.55% | 43 | 55 | 43 | 0.800% | — | No Load | Open |
| Catholic Rsp Invst Mlt-Styl US Eq Inv | CRTVX | Large Blend | 819.66 Mil | 0.39% | — | — | — | 0.810% | $5,000 | No Load | Open |
| Glenmede Quant US Large Cap Core Eq | GTLOX | Large Blend | 776.24 Mil | 0.86% | 92 | 94 | 88 | 0.860% | — | No Load | Open |
| Empower Core Strategies US Eq Inv | MXETX | Large Blend | 716.98 Mil | 4.28% | 50 | — | — | 0.900% | — | No Load | Open |
| Vanguard Advice Select Dividend Gr Admrl | VADGX | Large Blend | 698.45 Mil | 1.15% | — | — | — | 0.460% | — | No Load | Open |
| Vulcan Value Partners | VVPLX | Large Blend | 685.30 Mil | 0.04% | 99 | 94 | 94 | 1.080% | $5,000 | No Load | Open |
| Gotham Index Plus Investor | GNNDX | Large Blend | 683.73 Mil | 0.31% | 2 | 14 | — | 1.400% | $2,500 | No Load | Open |
| Avantis® U.S. Equity G | AVUNX | Large Blend | 659.83 Mil | 1.21% | 49 | — | — | — | — | No Load | Open |
| VALIC Company I U.S. Socially Rspnb | VSRDX | Large Blend | 646.38 Mil | 1.36% | 54 | 59 | 42 | 0.360% | — | No Load | Open |
| MassMutual Equity Opports Svc | MMFYX | Large Blend | 627.41 Mil | 1.06% | 57 | 85 | 68 | 0.950% | — | No Load | Open |
| MassMutual Equity Opports Adm | MMFVX | Large Blend | 626.90 Mil | 1.00% | 53 | 84 | 68 | 1.050% | — | No Load | Open |
| GuideMark® Large Cap Core Service | GMLGX | Large Blend | 621.88 Mil | 0.64% | 64 | 48 | 53 | 0.900% | — | No Load | Open |
| JH Adaptive Risk Mgd U.S. Eq T | JRSTX | Large Blend | 621.04 Mil | 0.46% | 86 | 94 | 92 | 0.780% | $2,500 | No Load | Open |
| JH Adaptive Risk Mgd U.S. Eq S | JRSSX | Large Blend | 621.04 Mil | 0.34% | 88 | 95 | 94 | 1.040% | $2,500 | No Load | Open |
| JH Adaptive Risk Mgd U.S. Eq D | JRSDX | Large Blend | 621.04 Mil | 0.51% | 86 | 93 | — | 0.680% | $2,500 | No Load | Open |
| Johnson Equity Income S | JEQSX | Large Blend | 612.69 Mil | — | — | — | — | 1.000% | $2,000 | No Load | Open |
| VALIC Company I Systematic Core Fund | VCGAX | Large Blend | 567.73 Mil | 1.00% | 69 | 31 | 34 | 0.640% | — | No Load | Open |
| Weitz Multi Cap Equity-Investor Cl | WPVLX | Large Blend | 538.97 Mil | — | 98 | 99 | 100 | 1.070% | $2,500 | No Load | Open |
| YCG Enhanced | YCGEX | Large Blend | 536.07 Mil | — | 51 | 49 | 21 | 1.190% | $2,500 | No Load | Open |
| New Covenant Growth | NCGFX | Large Blend | 512.11 Mil | 0.74% | 71 | 57 | 66 | 0.720% | $500 | No Load | Open |
| Russell Inv Multifactor US Equity S | RTDSX | Large Blend | 490.60 Mil | 0.85% | 36 | 60 | — | 0.620% | — | No Load | Open |
| Russell Inv Multifactor US Equity M | RTDTX | Large Blend | 490.60 Mil | 0.97% | 32 | 57 | — | 0.470% | — | No Load | Open |
| Gabelli Equity Income AAA | GABEX | Large Blend | 489.22 Mil | 13.06% | 88 | 96 | 99 | 1.430% | $1,000 | No Load | Open |
| Goldman Sachs Rising Dividend Gr Inv | GSRIX | Large Blend | 471.64 Mil | 2.74% | 16 | 67 | 89 | 0.760% | — | No Load | Open |
| Goldman Sachs Rising Dividend Gr P | GMHPX | Large Blend | 471.64 Mil | 2.80% | 19 | 68 | — | 0.680% | — | No Load | Closed |
| Franklin S&P 500 Index A | SBSPX | Large Blend | 471.50 Mil | 0.88% | 36 | 40 | 34 | 0.540% | — | No Load | Open |
| Franklin S&P 500 Index D | SBSDX | Large Blend | 471.50 Mil | 1.02% | 31 | 33 | 26 | 0.340% | — | No Load | Open |
| Tocqueville | TOCQX | Large Blend | 462.06 Mil | 0.46% | 61 | 76 | 82 | 1.210% | $1,000 | No Load | Open |
| Northern US Quality ESG K | NUESX | Large Blend | 430.41 Mil | 1.12% | 55 | 27 | — | 0.390% | $2,500 | No Load | Open |
| Scharf Retail | LOGRX | Large Blend | 426.29 Mil | 0.45% | 79 | 86 | — | 1.140% | $10,000 | No Load | Open |
| Goldman Sachs Strategic Vol Pre P | SVPBX | Large Blend | 415.70 Mil | 4.29% | 98 | — | — | 0.510% | — | No Load | Open |
| Columbia Large Cap Enhanced Core A | NMIAX | Large Blend | 390.94 Mil | 0.81% | 14 | 43 | 35 | 0.830% | $2,000 | No Load | Open |
| Columbia Large Cap Enhanced Core Adv | CECFX | Large Blend | 390.94 Mil | 1.03% | 11 | 36 | — | 0.580% | $2,000 | No Load | Open |
| AAMA Equity | AMFEX | Large Blend | 386.96 Mil | 0.85% | 76 | 88 | — | 1.160% | $10,000 | No Load | Open |
| DWS Equity 500 Index S | BTIEX | Large Blend | 382.12 Mil | 1.16% | 29 | 31 | 21 | 0.250% | $2,500 | No Load | Open |
| Centre American Select Equity Inv | DHAMX | Large Blend | 374.78 Mil | 1.03% | 7 | 3 | 28 | 1.360% | $5,000 | No Load | Open |
| Horizon Multi-Factor U.S. Equity Inv | USRAX | Large Blend | 359.49 Mil | 0.43% | 39 | — | — | 1.090% | $2,500 | No Load | Open |
| Horizon Multi-Factor U.S. Equity Advisor | USRTX | Large Blend | 359.49 Mil | 0.35% | 43 | — | — | 1.220% | $2,500 | No Load | Open |
| Transamerica Stock Index R4 | TSTFX | Large Blend | 340.83 Mil | 0.95% | 30 | 32 | 22 | 0.300% | $5,000 | No Load | Open |
| SEI Catholic Values Equity F (SCVT) | CAVAX | Large Blend | 340.11 Mil | 0.91% | 93 | 90 | — | 0.860% | $500 | No Load | Open |
| SEI Diversified Equity | DAACX | Large Blend | 325.94 Mil | 1.46% | — | — | — | 0.750% | — | No Load | Open |
| Impax US Sustainable Economy Investor | PXWGX | Large Blend | 316.55 Mil | 0.40% | 47 | 66 | 60 | 0.700% | $1,000 | 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.