PortfoliosLab logo
​
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Screeners
Discussions

The Best Large Cap Blend Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 393 Large Cap Blend Equities mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.

Year-to-Date Return

< 0.0%
—
> 10.0%

10-Year Annualized Return

< 0.0%
—
> 10.0%

Sharpe Ratio

< 0.0
—
> 0.1

Omega ratio

< 0.0
—
> 0.1

Sortino ratio

< 0.0
—
> 0.1

Calmar ratio

< 0.0
—
> 0.1

Ulcer Index

< 0.0%
—
> 10.0%

10Y Volatility

< 0.0%
—
> 10.0%

Maximum Drawdown

< 0.0%
—
> 10.0%

Dividend Yield

< 0.0%
—
> 10.0%
SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
ADGAXAB Core Opportunities FundLarge Cap Blend EquitiesDec 22, 19991.09%16.2%10.7%9.2%-53.7%0.8
AFDAXAmerican Century Sustainable Equity FundLarge Cap Blend EquitiesNov 30, 20041.04%18.9%11.2%0.3%-53.0%0.9
AFNIXAAM/Bahl & Gaynor Income Growth Fund Class ILarge Cap Blend Equities, DividendJul 5, 20120.83%2.6%9.0%5.0%-35.6%-0.0
AFOCXArcher Focus FundLarge Cap Blend EquitiesDec 31, 20193.29%9.2%N/A6.2%-34.0%0.3
AIGOXAlger Growth & Income PortfolioLarge Cap Blend EquitiesNov 15, 19880.86%19.6%11.5%7.3%-54.6%1.0
AIVSXAmerican Funds Investment Company of America Class ALarge Cap Blend EquitiesJan 1, 19340.57%22.5%10.8%3.9%-50.6%1.4
ALBAXAlger Growth & Income FundLarge Cap Blend EquitiesDec 31, 19960.98%18.9%11.4%1.3%-40.6%1.1
ALSMXArcher Multi Cap FundLarge Cap Blend EquitiesDec 31, 20190.96%17.6%N/A6.4%-35.0%0.7
AMANXAmana Mutual Funds Trust Income FundLarge Cap Blend EquitiesJun 23, 19861.01%10.1%9.2%7.4%-37.8%0.5
AMFEXAAMA Equity FundLarge Cap Blend EquitiesJun 30, 20171.17%13.6%N/A4.2%-30.4%0.7
AMLCXAlphaMark FundLarge Cap Blend EquitiesOct 31, 20081.57%N/AN/AN/AN/AN/A
AMRMXAmerican Funds American Mutual Fund Class ALarge Cap Blend EquitiesFeb 21, 19500.58%5.9%9.1%4.7%-47.6%0.2
ANCFXAmerican Funds Fundamental Investors Class ALarge Cap Blend EquitiesJan 8, 19780.59%19.8%10.8%3.5%-52.6%1.1
APIGXYorktown Capital Appreciation FundLarge Cap Blend EquitiesApr 13, 19881.25%N/AN/AN/AN/AN/A
AQEAXColumbia Disciplined Core FundLarge Cap Blend EquitiesApr 24, 20030.97%19.6%11.8%6.3%-61.5%0.7
ARSKXArcher Stock FundLarge Cap Blend EquitiesMar 11, 20111.23%20.3%6.7%2.5%-32.4%1.1
ARSQXAristotle Value Equity FundLarge Cap Blend EquitiesAug 31, 20160.69%3.3%N/A1.9%-35.6%0.2
ARTNXArtisan Select Equity FundLarge Cap Blend EquitiesFeb 28, 20201.26%20.1%N/A0.0%-32.0%1.1
ATAFXAmerican Trust Allegiance FundLarge Cap Blend EquitiesMar 11, 19971.39%N/AN/AN/AN/AN/A
AUEIXAQR Large Cap Defensive Style FundLarge Cap Blend EquitiesJul 9, 20120.37%7.4%11.1%9.6%-33.6%0.2

1–20 of 393

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
0%Annualized Volatility0%Annualized Return

Loading data...

0 comments