PortfoliosLab logoPortfoliosLab logo

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.


Category is Large Cap Blend Equities
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Artisan Select Equity FundLarge Cap Blend EquitiesFeb 28, 20201.26%
-2.66%
3.18%
55
AQR Large Cap Defensive Style FundLarge Cap Blend EquitiesJul 9, 20120.37%
1.42%
10.53%
22.38%
9
AB Select US Equity PortfolioLarge Cap Blend EquitiesDec 8, 20111.21%
-3.81%
14.88%
6.29%
48
Ave Maria Rising Dividend FundLarge Cap Blend EquitiesMay 2, 20050.90%
-0.51%
11.06%
5.33%
2
Avantis U.S. Equity FundLarge Cap Blend EquitiesDec 4, 20190.15%
0.72%
2.62%
63
CIBC Atlas Disciplined Equity FundLarge Cap Blend EquitiesDec 1, 20050.72%
-7.47%
12.02%
15.72%
11
American Funds Washington Mutual Investors Fund Cl...Large Cap Blend EquitiesJul 31, 19520.58%
-2.85%
12.10%
10.41%
38
iShares Total U.S. Stock Market Index Fund Investo...Large Cap Blend EquitiesAug 13, 20150.33%
-4.03%
13.31%
0.89%
47
Boston Common ESG Impact U.S. Equity FundLarge Cap Blend EquitiesApr 30, 20121.00%
-4.51%
11.56%
6.54%
51
American Century Equity Growth FundLarge Cap Blend EquitiesMay 9, 19910.65%
-5.04%
12.10%
12.12%
53
BFS Equity FundLarge Cap Blend EquitiesNov 8, 20131.25%0.00%
BlackRock Sustainable Advantage Large Cap Core Fun...Large Cap Blend EquitiesOct 5, 20150.48%
-2.84%
14.05%
6.70%
61
iShares Total U.S. Stock Market Index FundLarge Cap Blend EquitiesAug 13, 20150.08%
-3.29%
13.67%
1.14%
49
iShares Total U.S. Stock Market Index Fund Class KLarge Cap Blend EquitiesAug 13, 20150.02%
-3.96%
13.64%
1.18%
49
Beck, Mack & Oliver Partners FundLarge Cap Blend EquitiesDec 1, 20091.00%
-12.65%
10.77%
0.00%
4
Sterling Capital Special Opportunities FundLarge Cap Blend EquitiesJun 2, 20030.87%
-8.13%
11.17%
20.54%
20
Bright Rock Quality Large Cap FundLarge Cap Blend EquitiesMay 26, 20100.87%
-3.42%
9.68%
8.07%
13
iShares Russell 1000 Large-Cap Index Fund Class KLarge Cap Blend EquitiesMar 31, 20110.06%
-4.45%
13.68%
2.62%
46
iShares Russell 1000 Large-Cap Index FundLarge Cap Blend EquitiesMar 31, 20110.12%
-3.78%
13.75%
2.55%
46
Bretton FundLarge Cap Blend EquitiesSep 30, 20101.35%
-8.49%
12.76%
1.67%
6

Rows per page

21–40 of 407

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 graphics...