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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 %
0.700
0.811
4
4
0.890
0.743
64
94
0.050
1.701
15
14
18
1.000
0.598
70
0.120
1.953
57
55
85
1.260
0.000
72
89
82
0.960
1.099
51
61
49
0.990
0.181
56
92
94
0.990
0.881
71
54
72
1.250
0.608
73
81
85
0.910
0.256
36
57
31
0.690
1.297
89
89
1.100
1.517
0.300
1.133
32
28
24
0.250
1.279
12
11
10
0.140
1.461
27
23
17
1.900
0.000
96
96
98
0.270
1.724
32
28
23
1.080
0.000
14
75
77
0.250
1.272
34
29
23
1.190
0.000
1
8
1.000
0.577
54
63
72

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