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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
Great-West Core Strategies: U.S. Equity FundLarge Cap Blend EquitiesJun 25, 20180.55%
-1.64%
5.33%
44
Great-West S&P 500 Index FundLarge Cap Blend EquitiesSep 8, 20030.51%
-3.75%
13.20%
0.40%
45
Matthew 25 FundLarge Cap Blend EquitiesOct 16, 19951.07%
-5.69%
12.69%
15.67%
55
Neuberger Berman Sustainable Equity FundLarge Cap Blend EquitiesMar 16, 19940.85%
-3.14%
12.97%
2.43%
47
New Covenant Growth FundLarge Cap Blend EquitiesJul 1, 19990.97%
-3.73%
12.38%
10.05%
42
Columbia Large Cap Index FundLarge Cap Blend EquitiesDec 15, 19930.20%
-3.68%
13.92%
28.19%
48
Columbia Large Cap Enhanced Core FundLarge Cap Blend EquitiesJul 31, 19960.58%
-4.64%
13.70%
13.69%
43
Neuberger Berman Multi-Cap Opportunities FundLarge Cap Blend EquitiesNov 2, 20060.82%
-3.59%
12.22%
0.72%
31
Northern Large Cap Core FundLarge Cap Blend EquitiesDec 16, 20050.45%
-2.84%
13.65%
8.83%
60
Northern Stock Index FundLarge Cap Blend EquitiesOct 7, 19960.05%
-3.65%
14.06%
3.06%
45
Nuveen Dividend Growth FundLarge Cap Blend EquitiesMar 28, 20060.67%
-2.48%
12.43%
9.20%
20
Columbia Select Large Cap Equity FundLarge Cap Blend EquitiesOct 2, 19980.55%
-5.23%
13.57%
3.19%
38
Northern U.S. Quality ESG FundLarge Cap Blend EquitiesOct 2, 20170.39%
-4.21%
13.28%
34
Nationwide GQG US Quality Equity FundLarge Cap Blend EquitiesJan 24, 20210.74%
8.02%
4.76%
7
Davis New York Venture FundLarge Cap Blend EquitiesFeb 17, 19690.89%
0.59%
12.65%
11.39%
72
Invesco Rising Dividends FundLarge Cap Blend EquitiesApr 30, 19801.00%
-3.84%
11.59%
8.37%
34
Oakmark Select Fund Advisor ClassLarge Cap Blend EquitiesNov 30, 20160.87%
-8.10%
0.57%
9
JPMorgan Equity Index Fund Class ALarge Cap Blend EquitiesFeb 18, 19920.45%
-3.92%
13.63%
0.77%
45
Invesco Main Street All Cap fdLarge Cap Blend EquitiesSep 25, 20000.83%
-5.85%
12.80%
5.25%
32
North Square Preferred and Income Securities FundLarge Cap Blend EquitiesJun 28, 20131.27%
-0.49%
11.48%
6.72%
81

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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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