The Best Large Cap Blend Equities Mutual Funds

Documentation

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

Number of Funds: 416
Avg. Expense Ratio: 0.68%
Avg. Yield: 7.38%
Avg. 1 Year Return: 18.67%
Median Risk/Return Score: 55 / 100

407 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
SHAPX	ClearBridge Appreciation Fund	Large Cap Blend Equities	Mar 10, 1970	0.93%	6.10%	13.01%	13.27%	30
SHRAX	ClearBridge Aggressive Growth Fund	Large Cap Blend Equities	Oct 24, 1983	1.11%	4.49%	8.17%	21.32%	8
SILVX	SGI U.S. Large Equity Fund	Large Cap Blend Equities	Feb 29, 2012	0.98%	11.39%	10.31%	7.96%	75
SLASX	Selected American Shares Fund	Large Cap Blend Equities	Feb 28, 1933	0.98%	12.07%	13.45%	8.62%	80
SLCAX	SEI Institutional Investments Trust Large Cap Fund	Large Cap Blend Equities	Jun 14, 1996	0.47%	11.65%	13.43%	33.63%	76
SLGAX	SEI Institutional Managed Trust Large Cap Fund	Large Cap Blend Equities	Sep 30, 2009	0.95%	9.74%	13.08%	19.06%	60
SLGFX	SEI Institutional Managed Trust Large Cap Index Fu...	Large Cap Blend Equities	Jan 31, 2018	0.25%	10.67%	—	4.98%	59
SMGIX	Columbia Contrarian Core Fund	Large Cap Blend Equities	Dec 14, 1992	0.75%	10.05%	14.62%	6.71%	47
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	Apr 2, 1991	0.05%	11.20%	15.00%	1.31%	61
SOAVX	Spirit of America Large Cap Value Fund	Large Cap Blend Equities	Aug 1, 2002	1.50%	13.08%	15.19%	8.36%	57
SOPAX	ClearBridge Dividend Strategy Fund	Large Cap Blend Equities	Nov 6, 1992	1.02%	8.23%	11.98%	11.97%	47
SPFFX	Sphere 500 Fossil Free Fund	Large Cap Blend Equities	Oct 3, 2021	0.11%	11.20%	—	6.12%	49
SPGRX	DWS Equity Sector Strategy Fund	Large Cap Blend Equities	Nov 14, 1996	0.48%	12.08%	10.99%	0.92%	75
SPIIX	SEI S&P 500 Index Fund Class I	Large Cap Blend Equities	Jun 28, 2002	0.65%	10.43%	14.58%	7.62%	59
SPUSX	Symmetry Panoramic US Equity Fund	Large Cap Blend Equities	Nov 12, 2018	0.64%	13.61%	—	5.53%	65
SRFMX	Sarofim Equity Fund	Large Cap Blend Equities	Jan 17, 2014	0.70%	2.64%	12.64%	31.19%	10
SRVEX	Victory Diversified Stock Fund	Large Cap Blend Equities	Oct 20, 1989	1.07%	10.47%	14.51%	10.52%	76
SSAQX	State Street U.S. Core Equity Fund	Large Cap Blend Equities	Dec 31, 1979	0.16%	7.65%	—	11.16%	41
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	Aug 11, 2014	0.02%	10.86%	15.25%	1.25%	63
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	Sep 17, 2014	0.02%	10.86%	45.13%	1.30%	65

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.

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Time Period

Best Large Cap Blend Equities Mutual funds by Risk/Return Score

The top Large Cap Blend Equities Mutual funds by PortfoliosLab Risk/Return Score are SVPFX (95) and VPCCX (94). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	95	—	Mar 2021
VPCCX	Vanguard PRIMECAP Core Fund	94	17.20B	Dec 2004
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	92	92.00B	Nov 2001
POGRX	PRIMECAP Odyssey Growth Fund	91	—	Nov 2004
POGSX	Pin Oak Equity	91	—	Aug 1992

Best-Performing Large Cap Blend Equities Mutual funds Over 5 Years

The top Large Cap Blend Equities Mutual funds is HDPBX (18.74%). Across the lineup, Large Cap Blend Equities Mutual funds show an average 1-year return of 18.67% and an average 5-year return of 11.18%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
HDPBX	Hodges Blue Chip Equity Income Fund	18.74%	—	Sep 2009
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	18.44%	—	Jan 1990
GSPCX	Goldman Sachs Large Cap Equity Fund Class C	18.36%	—	Aug 1997
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	18.14%	—	Jan 1990
ADX	Adams Diversified Equity Fund, Inc.	17.26%	—	Jan 1990

Lowest-Cost Large Cap Blend Equities Mutual funds

The top Large Cap Blend Equities Mutual funds is VSTSX (0.01%). With an average expense ratio of 0.68%, Large Cap Blend Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016
VITPX	Vanguard Institutional Total Stock Market Index Fu...	0.02%	35.20B	May 2001

Highest-Yield Large Cap Blend Equities Mutual funds

The top Large Cap Blend Equities Mutual funds is SAOPX (40.31%). Across the lineup, Large Cap Blend Equities Mutual funds show an average dividend yield of 7.38%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
SAOPX	Barrett Opportunity Fund	40.31%	—	Feb 1979
JENSX	Jensen Quality Growth Fund	38.09%	—	Aug 1992
SLCAX	SEI Institutional Investments Trust Large Cap Fund	33.63%	—	Jun 1996
FPCGX	Fort Pitt Capital Total Return Fund	32.80%	—	Dec 2001
GSPCX	Goldman Sachs Large Cap Equity Fund Class C	31.70%	—	Aug 1997

Top Mutual funds Categories

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