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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
Invesco Main Street Fund Class YLarge Cap Blend EquitiesNov 1, 19960.56%
-6.33%
10.95%
8.35%
22
Madison Investors FundLarge Cap Blend EquitiesNov 1, 19780.91%
-2.03%
11.99%
7.45%
5
Midas MagicLarge Cap Blend EquitiesMar 20, 19862.95%
-5.81%
14.33%
9.51%
50
MFS Massachusetts Investors TrustLarge Cap Blend EquitiesJul 15, 19240.70%
-3.35%
12.67%
14.82%
29
MFS Low Volatility Equity FundLarge Cap Blend EquitiesDec 5, 20130.67%
-0.45%
10.33%
15.47%
17
Victory Munder Multi-Cap FundLarge Cap Blend EquitiesAug 19, 19961.28%
-0.89%
13.21%
14.51%
75
Manor Investment Funds Manor FundLarge Cap Blend EquitiesSep 25, 19951.25%
1.30%
10.04%
8.19%
78
Mairs & Power Growth FundLarge Cap Blend EquitiesNov 7, 19580.61%
-3.01%
11.58%
4.62%
25
MFS Core Equity FundLarge Cap Blend EquitiesJan 2, 19960.93%
-3.54%
13.18%
14.10%
28
iMGP Equity FundLarge Cap Blend EquitiesDec 31, 19960.98%
-5.51%
7.03%
3.59%
4
Invesco Main Street FundLarge Cap Blend EquitiesFeb 3, 19880.82%
-6.38%
10.70%
8.01%
22
MainStay WMC Enduring Capital FundLarge Cap Blend EquitiesJun 1, 19980.91%
-2.56%
10.11%
4.18%
1
MainStay S&P 500 Index FundLarge Cap Blend EquitiesJan 2, 19910.25%
-3.71%
13.87%
1.29%
49
Morningstar U.S. Equity FundLarge Cap Blend EquitiesNov 2, 20180.85%
-3.35%
0.71%
2
Muhlenkamp FundLarge Cap Blend EquitiesNov 1, 19881.14%
9.74%
10.74%
3.04%
72
Nationwide FundLarge Cap Blend EquitiesMay 11, 19330.65%
-5.33%
12.87%
27.89%
29
Nationwide BNY Mellon Dynamic U.S. Core FundLarge Cap Blend EquitiesFeb 14, 19610.50%
-4.01%
14.95%
5.15%
46
Morgan Stanley Institutional Fund, Inc. US Core Po...Large Cap Blend EquitiesMay 27, 20160.80%
-8.21%
0.00%
19
MFS Blended Research Core Equity FundLarge Cap Blend EquitiesJan 14, 19940.49%
-2.37%
13.20%
7.33%
46
VanEck Morningstar Wide Moat FundLarge Cap Blend EquitiesNov 6, 20170.59%
-6.93%
13.39%
18

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201–220 of 408

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

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