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
PSIFX	PGIM Quant Solutions Stock Index Fund	Large Cap Blend Equities	Nov 5, 1992	0.24%	11.25%	16.64%	7.72%	71
PSPCX	PIMCO StocksPLUS Fund Class C	S&P 500, Large Cap Blend Equities	Apr 27, 2018	1.69%	11.16%	14.27%	16.26%	19
PSPTX	PIMCO StocksPLUS Absolute Return Fund	Large Cap Blend Equities	Jun 28, 2002	0.65%	10.63%	15.59%	12.12%	41
PSTKX	PIMCO StocksPLUS Fund	Large Cap Blend Equities	May 13, 1993	0.51%	11.52%	15.66%	11.61%	29
PTEZX	PGIM Quant Solutions Large-Cap Core Equity Fund	Large Cap Blend Equities	Mar 3, 1999	0.49%	12.28%	16.29%	10.25%	77
PXNIX	Pax International Sustainable Economy Fund Institu...	Large Cap Blend Equities, ESG	—	0.47%	9.01%	8.77%	6.57%	23
PXWGX	Pax U.S. Sustainable Economy Fund	Large Cap Blend Equities	Jun 11, 1997	0.70%	12.85%	13.88%	4.77%	73
QCELX	AQR Large Cap Multi-Style Fund	Large Cap Blend Equities	Mar 26, 2013	0.41%	17.15%	15.06%	12.29%	89
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	Oct 1, 2002	0.75%	7.22%	16.85%	4.27%	53
QKACX	Federated Hermes MDT All Cap Core Fund Class R6	Large Cap Blend Equities	Oct 1, 2002	0.73%	7.24%	16.83%	4.40%	53
QRDTX	Quantified Rising Dividend Tactical Fund	Large Cap Blend Equities	Apr 13, 2021	1.59%	10.95%	—	0.32%	29
QTSSX	Quantified Tactical Sectors Fund	Large Cap Blend Equities	Mar 3, 2021	1.56%	16.89%	—	0.39%	48
QUERX	AQR Large Cap Defensive Style Fund Class R6	Large Cap Blend Equities	Jul 9, 2012	0.31%	6.88%	11.05%	21.39%	16
RCKSX	Rock Oak Core Growth Fund	Large Cap Blend Equities	Dec 31, 2004	1.25%	15.62%	10.93%	5.41%	62
REDWX	Aspiration Redwood Fund	Large Cap Blend Equities	Nov 16, 2015	2.50%	7.71%	13.21%	11.69%	32
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	Large Cap Blend Equities	Dec 22, 2015	0.85%	27.91%	13.10%	6.51%	90
RETSX	Russell Investment Tax-Managed U.S. Large Cap Fund	Large Cap Blend Equities	Oct 7, 1996	0.92%	9.37%	13.20%	0.40%	50
REUYX	Sustainable Equity Fund	Large Cap Blend Equities	Mar 30, 2000	0.83%	7.39%	13.22%	13.04%	33
RFNBX	American Funds Fundamental Investors Fund Class R2	Large Cap Blend Equities	May 21, 2002	1.36%	13.68%	13.67%	6.94%	66
RICGX	The Investment Company of America Class R-6	Large Cap Blend Equities	Jan 1, 1934	0.27%	10.42%	14.65%	9.90%	53

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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