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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
Osterweis FundLarge Cap Blend EquitiesOct 1, 19930.95%
-3.77%
11.13%
6.22%
29
Permanent Portfolio Aggressive Growth Fund Class ALarge Cap Blend EquitiesJan 2, 19901.46%
-0.14%
0.03%
88
Permanent Portfolio Aggressive Growth PortfolioLarge Cap Blend EquitiesJan 2, 19901.21%
-0.08%
19.14%
0.03%
89
T. Rowe Price U.S. Large-Cap Core FundLarge Cap Blend EquitiesJun 26, 20090.97%
-2.39%
12.29%
7.58%
33
PAX LARGE CAP FUNDLarge Cap Blend EquitiesDec 16, 20160.97%
-7.62%
31.80%
19
Payson Total Return FundLarge Cap Blend EquitiesNov 25, 19910.82%
-2.18%
15.34%
1.93%
69
T. Rowe Price U.S. Equity Research Fund I ClassLarge Cap Blend EquitiesNov 29, 20160.34%
-3.59%
1.84%
49
Virtus KAR Equity Income FundLarge Cap Blend EquitiesSep 25, 19971.20%
4.06%
9.84%
6.62%
55
PFG Sector Equity Business Cycle Strategy FundLarge Cap Blend EquitiesApr 30, 20202.03%
-3.02%
17.73%
42
Pioneer FundLarge Cap Blend EquitiesFeb 10, 19281.06%
-0.20%
15.35%
10.05%
80
Pioneer Core Equity FundLarge Cap Blend EquitiesNov 18, 19990.88%
-0.70%
12.48%
7.59%
52
PGIM Jennison Rising Dividend FundLarge Cap Blend Equities, DividendMar 4, 20140.99%
3.43%
14.04%
6.22%
63
Putnam Core Equity Fund Class ALarge Cap Blend EquitiesSep 24, 20100.95%
-4.56%
14.80%
2.67%
41
Putnam Multi-Cap Core FundLarge Cap Blend EquitiesSep 24, 20100.71%
-4.50%
15.10%
2.89%
44
Putnam Research FundLarge Cap Blend EquitiesOct 2, 19951.03%
-2.61%
14.71%
11.80%
63
Pin Oak EquityLarge Cap Blend EquitiesAug 3, 19920.91%
8.58%
13.38%
17.50%
92
T. Rowe Price Total Equity Market Index FundLarge Cap Blend EquitiesJan 30, 19980.20%
-3.22%
13.44%
3.40%
51
PrimeCap Odyssey Stock FundLarge Cap Blend EquitiesNov 1, 20040.65%
2.74%
14.38%
26.70%
82
Parnassus Core Equity FundLarge Cap Blend EquitiesAug 31, 19920.82%
-5.21%
12.38%
20.08%
15
T. Rowe Price U.S. Equity Research FundLarge Cap Blend EquitiesNov 30, 19940.42%
-3.61%
14.73%
1.78%
50

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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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