PortfoliosLab logoPortfoliosLab logo

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
T. Rowe Price Dividend Growth Fund, Inc.Large Cap Blend Equities, DividendDec 30, 19920.62%
-0.27%
12.34%
8.12%
29
T. Rowe Price Equity Index 500 FundLarge Cap Blend EquitiesMar 30, 19900.15%
-3.71%
14.07%
3.83%
56
Parnassus Core Equity Institutional SharesLarge Cap Blend Equities0.61%
-5.22%
12.61%
20.11%
15
T. Rowe Price Spectrum Diversified Equity FundLarge Cap Blend EquitiesJun 29, 19900.73%
-3.39%
12.59%
30.43%
83
T. Rowe Price Equity Index 500 Fund - I ClassLarge Cap Blend EquitiesAug 28, 20150.05%
-3.68%
14.22%
3.96%
56
PGIM Quant Solutions Large-Cap Index Fund Class ALarge Cap Blend EquitiesNov 28, 20170.51%
-3.76%
14.90%
8.76%
45
PGIM Quant Solutions Stock Index FundLarge Cap Blend EquitiesNov 5, 19920.24%
-3.72%
15.20%
8.91%
47
PIMCO StocksPLUS Absolute Return FundLarge Cap Blend EquitiesJun 28, 20020.65%
-4.80%
14.22%
14.09%
27
PIMCO StocksPLUS FundLarge Cap Blend EquitiesMay 13, 19930.51%
-3.90%
14.25%
13.47%
18
PGIM Quant Solutions Large-Cap Core Equity FundLarge Cap Blend EquitiesMar 3, 19990.49%
-2.13%
14.89%
11.76%
57
Pax International Sustainable Economy Fund Institu...Large Cap Blend Equities, ESG0.47%
0.90%
8.46%
7.10%
56
Pax U.S. Sustainable Economy FundLarge Cap Blend EquitiesJun 11, 19970.70%
-4.06%
12.10%
5.61%
44
AQR Large Cap Multi-Style FundLarge Cap Blend EquitiesMar 26, 20130.41%
0.89%
13.28%
14.27%
84
Federated Hermes MDT All Cap Core FundLarge Cap Blend EquitiesOct 1, 20020.75%
-4.12%
15.68%
4.77%
61
Federated Hermes MDT All Cap Core Fund Class R6Large Cap Blend EquitiesOct 1, 20020.73%
-4.10%
15.65%
4.92%
60
Quantified Rising Dividend Tactical FundLarge Cap Blend EquitiesApr 13, 20211.59%
-1.32%
0.36%
6
Quantified Tactical Sectors FundLarge Cap Blend EquitiesMar 3, 20211.56%
-4.46%
0.47%
19
AQR Large Cap Defensive Style Fund Class R6Large Cap Blend EquitiesJul 9, 20120.31%
1.42%
10.61%
22.54%
10
Rock Oak Core Growth FundLarge Cap Blend EquitiesDec 31, 20041.25%
8.25%
10.43%
5.78%
73
Aspiration Redwood FundLarge Cap Blend EquitiesNov 16, 20152.50%
-8.28%
12.06%
13.72%
22

Rows per page

261–280 of 410

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

Loading graphics...