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 Large Cap Blend Equities mutual funds.
- Number of Funds
- 416
- Avg. Expense Ratio
- 0.68%
- Avg. Yield
- 7.35%
- Avg. 1 Year Return
- 19.57%
- Median Risk/Return Score
- 55 / 100
The Best Large Cap Blend Equities Mutual Funds
407 results
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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5 Years
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 (93).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | |
| Pin Oak Equity | 92 | — | Aug 1992 | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 |
Best-Performing Large Cap Blend Equities Mutual funds Over 5 Years
The top Large Cap Blend Equities Mutual funds is HDPBX (18.78%).
Across the lineup, Large Cap Blend Equities Mutual funds show an average 1-year return of 19.57% and an average 5-year return of 11.26%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Hodges Blue Chip Equity Income Fund | 18.78% | — | Sep 2009 | |
| Permanent Portfolio Aggressive Growth Portfolio | 18.48% | — | Jan 1990 | |
| Goldman Sachs Large Cap Equity Fund Class C | 18.43% | — | Aug 1997 | |
| Permanent Portfolio Aggressive Growth Fund Class A | 18.18% | — | Jan 1990 | |
| Fidelity Series Large Cap Stock Fund | 17.39% | — | Dec 2012 |
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 |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | |
| Fidelity Total Market Index Fund | 0.02% | — | — | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 |
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 7.35%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Barrett Opportunity Fund | 40.31% | — | Feb 1979 | |
| Jensen Quality Growth Fund | 38.00% | — | Aug 1992 | |
| SEI Institutional Investments Trust Large Cap Fund | 33.54% | — | Jun 1996 | |
| Fort Pitt Capital Total Return Fund | 32.80% | — | Dec 2001 | |
| Goldman Sachs Large Cap Equity Fund Class C | 31.60% | — | Aug 1997 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 558 Mutual fundsMunicipal Bonds · 501 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 428 Mutual fundsLarge Cap Value Equities · 332 Mutual fundsGlobal Equities · 260 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsEmerging Markets Diversified · 173 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 135 Mutual fundsMid Cap Blend Equities · 131 Mutual fundsSmall Cap Value Equities · 130 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 114 Mutual fundsIntermediate Core Bond · 110 Mutual fundsMultisector Bonds · 105 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 99 Mutual fundsTotal Bond Market · 95 Mutual fundsEnergy Equities · 89 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 82 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 Mutual fundsNontraditional Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
VTSAX vs. VOOVTSAX vs. VTIAXVTSAX vs. VTIVTSAX vs. SPYVTSAX vs. VTWAXSWPPX vs. VOOSWPPX vs. SCHXSWPPX vs. SCHDSWPPX vs. SWLGXSWPPX vs. SNXFXFZROX vs. FXAIXFZROX vs. VTIFZROX vs. VOOFZROX vs. FZILXFZROX vs. SPYFSKAX vs. FXAIXFSKAX vs. VTIFSKAX vs. VOOFSKAX vs. SPYFSKAX vs. FSPGXVFIAX vs. VOOVFIAX vs. VTIVFIAX vs. SPYVFIAX vs. VITAXVFIAX vs. VVIAXFNILX vs. FXAIXFNILX vs. VOOFNILX vs. SPYFNILX vs. FSPGXFNILX vs. BKLCSWTSX vs. SCHBSWTSX vs. VTISWTSX vs. SWISXSWTSX vs. SWLGXSWTSX vs. SCHDVDIGX vs. VIGVDIGX vs. VDADXVDIGX vs. SCHDVDIGX vs. VHYAXVDIGX vs. VOOVIIIX vs. VIGIXVIIIX vs. SPYVIIIX vs. OIEJXVIIIX vs. VTSNXVIIIX vs. VTIVPMAX vs. VOOVPMAX vs. FCNTXVPMAX vs. SPYVPMAX vs. VTIVPMAX vs. VHCAX