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: 412
Avg. Expense Ratio: 0.68%
Avg. Yield: 7.43%
Avg. 1 Year Return: 24.78%
Median Risk/Return Score: 61 / 100

403 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
NMIMX	Columbia Large Cap Enhanced Core Fund	Large Cap Blend Equities	Jul 31, 1996	0.58%	9.04%	15.07%	11.97%	63
NMULX	Neuberger Berman Multi-Cap Opportunities Fund	Large Cap Blend Equities	Nov 2, 2006	0.82%	5.89%	13.00%	0.65%	38
NOLCX	Northern Large Cap Core Fund	Large Cap Blend Equities	Dec 16, 2005	0.45%	10.47%	15.02%	7.77%	82
NOSIX	Northern Stock Index Fund	Large Cap Blend Equities	Oct 7, 1996	0.05%	11.32%	15.47%	2.65%	74
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	Mar 28, 2006	0.67%	2.91%	12.65%	11.74%	16
NSEPX	Columbia Select Large Cap Equity Fund	Large Cap Blend Equities	Oct 2, 1998	0.55%	8.59%	14.85%	2.78%	51
NUESX	Northern U.S. Quality ESG Fund	Large Cap Blend Equities	Oct 2, 2017	0.39%	8.59%	—	11.72%	52
NWAUX	Nationwide GQG US Quality Equity Fund	Large Cap Blend Equities	Jan 24, 2021	0.74%	6.12%	—	4.85%	7
NYVTX	Davis New York Venture Fund	Large Cap Blend Equities	Feb 17, 1969	0.89%	11.55%	13.05%	10.27%	83
OARDX	Invesco Rising Dividends Fund	Large Cap Blend Equities	Apr 30, 1980	1.00%	6.92%	12.59%	7.53%	55
OAYLX	Oakmark Select Fund Advisor Class	Large Cap Blend Equities	Nov 30, 2016	0.87%	0.38%	—	0.52%	15
OGEAX	JPMorgan Equity Index Fund Class A	Large Cap Blend Equities	Feb 18, 1992	0.45%	10.97%	15.04%	0.67%	68
OMSYX	Invesco Main Street All Cap fd	Large Cap Blend Equities	Sep 25, 2000	0.83%	8.29%	14.24%	4.56%	54
ORDNX	North Square Preferred and Income Securities Fund	Large Cap Blend Equities	Jun 28, 2013	1.27%	1.33%	11.65%	6.62%	70
OSTFX	Osterweis Fund	Large Cap Blend Equities	Oct 1, 1993	0.95%	5.08%	11.80%	5.69%	27
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	Jan 2, 1990	1.46%	15.09%	—	0.03%	76
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	Large Cap Blend Equities	Jan 2, 1990	1.21%	15.20%	20.53%	0.03%	77
PAULX	T. Rowe Price U.S. Large-Cap Core Fund	Large Cap Blend Equities	Jun 26, 2009	0.97%	8.87%	13.20%	6.80%	43
PAXLX	PAX LARGE CAP FUND	Large Cap Blend Equities	Dec 16, 2016	0.97%	3.72%	—	28.33%	20
PBFDX	Payson Total Return Fund	Large Cap Blend Equities	Nov 25, 1991	0.82%	12.36%	16.78%	1.70%	66

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 VPCCX (96) and VPMAX (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
VPCCX	Vanguard PRIMECAP Core Fund	96	15.30B	Dec 2004
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	82.00B	Nov 2001
POSKX	PrimeCap Odyssey Stock Fund	92	—	Nov 2004
DHAMX	Centre American Select Equity Fund	91	—	Dec 2011
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	91	—	Feb 2004

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

The top Large Cap Blend Equities Mutual funds is PAGRX (19.55%). Across the lineup, Large Cap Blend Equities Mutual funds show an average 1-year return of 24.78% and an average 5-year return of 11.66%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	19.55%	—	Jan 1990
GSPCX	Goldman Sachs Large Cap Equity Fund Class C	19.36%	—	Aug 1997
HDPBX	Hodges Blue Chip Equity Income Fund	19.26%	—	Sep 2009
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	19.25%	—	Jan 1990
FGLGX	Fidelity Series Large Cap Stock Fund	16.88%	—	Dec 2012

Lowest-Cost Large Cap Blend Equities Mutual funds

The top Large Cap Blend Equities Mutual funds is VFFSX (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
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016
SSEYX	State Street Equity 500 Index II Portfolio	0.02%	—	Aug 2014

Highest-Yield Large Cap Blend Equities Mutual funds

The top Large Cap Blend Equities Mutual funds is SAOPX (40.25%). Across the lineup, Large Cap Blend Equities Mutual funds show an average dividend yield of 7.43%, 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	40.25%	—	Feb 1979
JENSX	Jensen Quality Growth Fund	38.60%	—	Aug 1992
SLCAX	SEI Institutional Investments Trust Large Cap Fund	33.68%	—	Jun 1996
FPCGX	Fort Pitt Capital Total Return Fund	32.80%	—	Dec 2001
GSPCX	Goldman Sachs Large Cap Equity Fund Class C	31.77%	—	Aug 1997

Top Mutual funds Categories

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