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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|---|---|---|---|---|---|---|---|---|---|---|---|
| Pear Tree Quality Ordinary | USBOX | Large Blend | 311.64 Mil | 0.31% | 10 | 6 | 2 | 1.190% | $2,500 | No Load | Open |
| MoA All America Fund | MAAKX | Large Blend | 299.95 Mil | 0.96% | 85 | 78 | 78 | 0.540% | $3,000 | No Load | Open |
| Horizon Defensive Core Advisor | HESAX | Large Blend | 297.87 Mil | 0.43% | 65 | — | — | 1.130% | $2,500 | No Load | Open |
| Horizon Defensive Core Investor | HESGX | Large Blend | 297.87 Mil | 0.54% | 61 | — | — | 0.980% | $2,500 | No Load | Open |
| Haverford Quality Growth Stock | HAVGX | Large Blend | 297.08 Mil | 1.10% | 92 | 87 | 91 | 0.810% | $2,500 | No Load | Open |
| Touchstone Large Cap Y | TLCYX | Large Blend | 280.09 Mil | 1.33% | 90 | 95 | — | 0.810% | $2,500 | No Load | Open |
| Matthew 25 | MXXVX | Large Blend | 274.85 Mil | 0.62% | 98 | 97 | 95 | 1.100% | $10,000 | No Load | Open |
| Northern Large Cap Core | NOLCX | Large Blend | 272.51 Mil | 1.07% | 7 | 31 | 52 | 0.450% | $2,500 | No Load | Open |
| Payson Total Return | PBFDX | Large Blend | 259.21 Mil | 0.54% | 20 | 6 | 29 | 0.820% | $2,000 | No Load | Open |
| Shelton S&P 500 Index Investor | SPFIX | Large Blend | 254.41 Mil | 0.99% | 31 | 36 | 25 | 0.410% | $1,000 | No Load | Open |
| BlackRock Exchange BlackRock | STSEX | Large Blend | 252.91 Mil | 0.96% | 1 | 3 | 39 | 0.770% | — | No Load | Open |
| AB Select US Equity Advisor | AUUYX | Large Blend | 251.55 Mil | 0.28% | 15 | 17 | 20 | 1.250% | — | No Load | Open |
| Wilshire 5000 Index Invmt | WFIVX | Large Blend | 251.11 Mil | 0.91% | 68 | 58 | 51 | 0.580% | $1,000 | No Load | Open |
| Fidelity Hedged Equity | FEQHX | Large Blend | 243.84 Mil | 0.68% | — | — | — | 0.560% | — | No Load | Open |
| Neuberger Berman Multi-Cap Opp E | NMUEX | Large Blend | 243.32 Mil | 0.92% | — | — | — | 0.120% | — | No Load | Open |
| Guggenheim StylePlus - Large Core P | SFEPX | Large Blend | 239.89 Mil | 2.16% | 60 | 59 | — | 1.480% | — | No Load | Open |
| Franklin U.S. Large Cap Equity FI | LMUSX | Large Blend | 233.59 Mil | 0.37% | 27 | 46 | 58 | 1.050% | — | No Load | Open |
| Homestead Stock Index | HSTIX | Large Blend | 232.25 Mil | 0.94% | 34 | 39 | 33 | 0.480% | $500 | No Load | Open |
| Sit Dividend Growth S | SDVSX | Large Blend | 230.95 Mil | 1.05% | 69 | 71 | 73 | 0.950% | $5,000 | No Load | Open |
| DWS ESG Core Equity S | DESSX | Large Blend | 218.48 Mil | 0.85% | 8 | 7 | 82 | 0.550% | $2,500 | No Load | Open |
| Rydex S&P 500 H | RYSPX | Large Blend | 190.77 Mil | 0.11% | 64 | 67 | 67 | 1.610% | $2,500 | No Load | Open |
| Russell Inv Sustainable Equity S | REQTX | Large Blend | 181.17 Mil | 0.55% | 62 | 70 | 61 | 0.830% | — | No Load | Open |
| Glenmede Strategic Equity | GTCEX | Large Blend | 179.45 Mil | 0.40% | 53 | 77 | 49 | 0.860% | — | No Load | Open |
| AB Core Opportunities Advisor | ADGYX | Large Blend | 178.99 Mil | 0.39% | 42 | 61 | 35 | 0.900% | — | No Load | Open |
| Advisors Capital US Dividend | ACUSX | Large Blend | 174.23 Mil | 0.17% | 98 | — | — | 1.880% | $2,500 | No Load | Open |
| Bridgeway Aggressive Investors 1 | BRAGX | Large Blend | 173.16 Mil | 0.75% | 90 | 95 | 99 | 0.320% | $2,000 | No Load | Open |
| Fidelity Women's Leadership | FWOMX | Large Blend | 160.52 Mil | 0.52% | 96 | — | — | 0.680% | — | No Load | Open |
| Buffalo Dividend Focus | BUFDX | Large Blend | 158.67 Mil | 1.35% | 16 | 39 | 37 | 0.950% | $2,500 | No Load | Open |
| Osterweis | OSTFX | Large Blend | 151.19 Mil | 0.57% | 94 | 75 | 96 | 0.970% | $5,000 | No Load | Open |
| Goldman Sachs Enh Core Eq Fund-InvShares | GSLLX | Large Blend | 148.48 Mil | 0.37% | 11 | 9 | 3 | 0.670% | — | No Load | Open |
| Goldman Sachs Enh Cor EqFund-ShareclassP | GGZPX | Large Blend | 146.64 Mil | 0.39% | 11 | 8 | — | 0.550% | — | No Load | Open |
| Aspiration Redwood | REDWX | Large Blend | 146.17 Mil | 0.41% | 91 | 82 | — | 1.300% | $10 | No Load | Open |
| Lazard US Equity Concentrated Open | LEVOX | Large Blend | 140.88 Mil | 0.82% | 99 | 100 | 94 | 1.040% | $2,500 | No Load | Open |
| Meehan Focus | MEFOX | Large Blend | 135.60 Mil | 0.33% | 4 | 1 | 38 | 1.010% | $5,000 | No Load | Open |
| Nationwide GQG US Quality Eq Eagle | NWAYX | Large Blend | 128.41 Mil | 0.28% | 1 | — | — | 0.590% | $50,000 | No Load | Open |
| ClearBridge Sustainability Leaders FI | LCSTX | Large Blend | 117.84 Mil | 0.11% | 95 | 31 | — | 1.200% | — | No Load | Open |
| The North Country Large Cap Equity Fund | NCEGX | Large Blend | 117.26 Mil | 0.50% | 72 | 49 | 39 | 1.030% | $500 | No Load | Open |
| ONEFUND S&P 500® | INDEX | Large Blend | 110.24 Mil | 1.42% | 85 | 82 | — | 0.250% | $1,000 | No Load | Open |
| Sarofim Equity | SRFMX | Large Blend | 107.05 Mil | 0.69% | 78 | 39 | 57 | 0.700% | $2,500 | No Load | Open |
| Fidelity SAI Sustainable Sector Fund | FIDJX | Large Blend | 103.06 Mil | 0.47% | — | — | — | 0.510% | — | No Load | Open |
| Bretton Fund | BRTNX | Large Blend | 91.87 Mil | — | 2 | 13 | 41 | 1.350% | $2,000 | No Load | Open |
| Lazard US Equity Focus Open | LZUOX | Large Blend | 88.29 Mil | 0.57% | 86 | 68 | 73 | 0.950% | $2,500 | No Load | Open |
| Fidelity SAI Sustainable U.S. Equity Fd | FIDEX | Large Blend | 86.17 Mil | 0.41% | — | — | — | 0.600% | — | No Load | Open |
| Dana Large Cap Equity Investor | DLCEX | Large Blend | 84.06 Mil | 0.57% | 69 | 67 | 70 | 1.000% | $1,000 | No Load | Open |
| Davenport Insider Buying | DBUYX | Large Blend | 82.41 Mil | — | — | — | — | 1.250% | $5,000 | No Load | Open |
| Advisors Capital Active ALL Cap | ACALX | Large Blend | 81.50 Mil | 0.09% | — | — | — | 1.910% | $2,500 | No Load | Open |
| DWS Equity Sector Strategy Fund Class S | SPGRX | Large Blend | 80.46 Mil | 1.39% | 70 | 89 | 99 | 0.480% | $2,500 | No Load | Open |
| Christopher Weil & Co Core Investment | CWCFX | Large Blend | 79.40 Mil | 0.10% | 97 | 47 | 77 | 1.160% | $3,500 | No Load | Open |
| Government Street Equity | GVEQX | Large Blend | 79.33 Mil | 0.76% | 29 | 10 | 44 | 0.880% | $5,000 | No Load | Open |
| Eventide Large Cap Focus N | ETLNX | Large Blend | 77.86 Mil | — | — | — | — | 1.150% | $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.