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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|---|---|---|---|---|---|---|---|---|---|---|---|
| Summitry Equity Fund | GGEFX | Large Blend | 70.76 Mil | — | 72 | 61 | 80 | 1.250% | $1,000 | No Load | Open |
| MassMutual Main Street Svc | MMSYX | Large Blend | 70.48 Mil | — | 73 | 72 | 68 | 1.090% | — | No Load | Open |
| MassMutual Main Street Adm | MMSLX | Large Blend | 70.48 Mil | — | 76 | 74 | 70 | 1.190% | — | No Load | Open |
| Fidelity SAI Sustainable Future Fund | FIDHX | Large Blend | 69.62 Mil | 0.43% | — | — | — | 0.600% | — | No Load | Open |
| Beck Mack + Oliver Partners | BMPEX | Large Blend | 67.05 Mil | 0.03% | 15 | 6 | 98 | 1.000% | $2,500 | No Load | Open |
| Fort Pitt Capital Total Return | FPCGX | Large Blend | 62.33 Mil | 0.79% | 82 | 94 | 87 | 1.000% | $2,500 | No Load | Open |
| Boston Common ESG Impact US Equity | BCAMX | Large Blend | 60.60 Mil | 0.48% | 68 | 66 | 78 | 1.000% | $10,000 | No Load | Open |
| Quantified Tactical Sectors Investor | QTSSX | Large Blend | 57.39 Mil | 6.14% | 100 | — | — | 1.710% | $10,000 | No Load | Open |
| Jamestown Equity | JAMEX | Large Blend | 53.00 Mil | 0.85% | 18 | 12 | 53 | 1.090% | $5,000 | No Load | Open |
| Artisan Select Equity Investor | ARTNX | Large Blend | 48.94 Mil | 0.44% | 90 | — | — | 1.260% | $1,000 | No Load | Open |
| AMF Large Cap Equity AMF | IICAX | Large Blend | 48.79 Mil | 0.39% | 6 | 49 | 67 | 1.790% | $2,500 | No Load | Open |
| PFG US Equity Index Strategy R | PFSSX | Large Blend | 41.29 Mil | — | — | — | — | 2.160% | — | — | Open |
| Hodges Blue Chip Equity Income Retail | HDPBX | Large Blend | 40.56 Mil | 0.65% | 10 | 32 | 61 | 1.300% | $1,000 | No Load | Open |
| Volumetric | VOLMX | Large Blend | 38.67 Mil | — | 96 | 100 | 99 | 1.900% | $500 | No Load | Open |
| AMG River Road Large Cap Value Select N | FQUAX | Large Blend | 38.62 Mil | 0.61% | — | — | — | 0.950% | $2,000 | No Load | Open |
| Quantified Rising Dvd Tcl Investor | QRDTX | Large Blend | 34.34 Mil | 0.63% | 100 | — | — | 1.820% | $10,000 | No Load | Open |
| Quantified Pattern Recognition Investor | QSPMX | Large Blend | 32.16 Mil | 3.70% | 82 | — | — | 1.750% | $10,000 | No Load | Open |
| Fidelity U.S. Low Volatility Equity | FULVX | Large Blend | 30.96 Mil | 1.04% | 95 | — | — | 0.700% | — | No Load | Open |
| Barrett Opportunity Retail | SAOPX | Large Blend | 29.06 Mil | 0.47% | 2 | 74 | 87 | 0.990% | $2,500 | No Load | Open |
| Metropolitan West AlphaTrak 500 | MWATX | Large Blend | 28.76 Mil | 3.95% | 64 | 53 | 9 | 0.470% | $5,000 | No Load | Open |
| Goldman Sachs U.S. Equity ESG Inv | GIRGX | Large Blend | 26.65 Mil | 0.63% | 76 | 61 | 67 | 0.780% | — | No Load | Closed |
| Goldman Sachs U.S. Equity ESG P | GALPX | Large Blend | 26.65 Mil | 0.75% | 73 | 57 | — | 0.660% | — | No Load | Closed |
| Fidelity Sustainable U.S. Equity Fund | FSEBX | Large Blend | 25.74 Mil | 0.40% | — | — | — | 0.900% | — | No Load | Open |
| SGI Peak Growth | SGPKX | Large Blend | 24.51 Mil | 0.06% | 96 | — | — | 2.370% | $1,000 | No Load | Open |
| Glenmede Responsible ESG US Equity | RESGX | Large Blend | 23.36 Mil | 0.82% | 95 | 93 | — | 0.850% | — | No Load | Open |
| Archer Stock | ARSKX | Large Blend | 23.17 Mil | 0.08% | 73 | 60 | 94 | 1.230% | $2,500 | No Load | Open |
| Waycross Focused Core Equity Fund | WAYFX | Large Blend | 21.67 Mil | 0.57% | 20 | — | — | 0.690% | $5,000 | No Load | Open |
| Midas Magic | MISEX | Large Blend | 19.49 Mil | — | 26 | 9 | 59 | 4.690% | $1,000 | No Load | Open |
| Fidelity Series Sustainable U.S. Market | FSUMX | Large Blend | 16.98 Mil | — | — | — | — | — | — | No Load | Open |
| Leuthold Select Industries | LSLTX | Large Blend | 16.62 Mil | — | 68 | 31 | 77 | 1.500% | $10,000 | No Load | Open |
| Lazard US Sustainable Equity Open | SUSLX | Large Blend | 12.46 Mil | 0.72% | 94 | — | — | 1.000% | $2,500 | No Load | Open |
| Archer Focus | AFOCX | Large Blend | 10.29 Mil | 1.26% | 65 | — | — | 1.000% | $2,500 | No Load | Open |
| Manor | MNRMX | Large Blend | 8.85 Mil | 0.80% | 78 | 80 | 97 | 1.250% | $1,000 | No Load | Open |
| Sphere 500 Climate Fund | SPFFX | Large Blend | 8.38 Mil | 1.26% | — | — | — | 0.070% | — | No Load | Open |
| Guggenheim RBP® Large-Cap Defensive P | TVFDX | Large Blend | 7.61 Mil | 0.30% | 87 | 97 | 94 | 1.180% | — | No Load | Open |
| Fidelity Risk Parity | FAPSX | Large Blend | 7.40 Mil | 2.26% | — | — | — | 0.740% | — | No Load | Open |
| DCM/INNOVA High Eq Inc Innovt | TILDX | Large Blend | 7.11 Mil | 3.49% | 100 | — | — | 0.730% | $1,500 | No Load | Open |
| MoA Catholic Values Index Fund Class | MACCX | Large Blend | 6.30 Mil | 1.16% | 59 | — | — | 0.220% | $3,000 | No Load | Open |
| WisdomTree 500 Digital N/A | SPXUX | Large Blend | 3.40 Mil | 1.32% | — | — | — | 0.050% | $25 | No Load | Open |
| Allspring Managed Acct Corebuilder EPI | AEPIX | Large Blend | 3.13 Mil | — | — | — | — | — | — | 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.