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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
Glenmede Responsible ESG U.S. Equity PortfolioLarge Cap Blend EquitiesDec 22, 20150.85%
6.95%
11.33%
7.58%
61
Russell Investment Tax-Managed U.S. Large Cap FundLarge Cap Blend EquitiesOct 7, 19960.92%
-4.27%
12.01%
0.46%
33
Sustainable Equity FundLarge Cap Blend EquitiesMar 30, 20000.83%
-5.10%
12.03%
14.76%
17
American Funds Fundamental Investors Fund Class R2Large Cap Blend EquitiesMay 21, 20021.36%
-2.69%
12.31%
8.11%
68
The Investment Company of America Class R-6Large Cap Blend EquitiesJan 1, 19340.27%
-4.11%
13.46%
11.40%
55
Davis Opportunity FundLarge Cap Blend EquitiesDec 1, 19940.93%
-0.13%
12.33%
13.93%
54
Russell Investments U.S. Strategic Equity FundLarge Cap Blend EquitiesAug 6, 20120.99%
-4.29%
11.74%
12.22%
34
Russell Investments Multifactor U.S. Equity FundLarge Cap Blend EquitiesJul 31, 20140.35%
-2.82%
13.00%
35.87%
48
American Funds Washington Mutual Investors Fund Cl...Large Cap Blend Equities0.27%
-2.79%
12.49%
10.71%
39
SA U.S. Core Market FundLarge Cap Blend EquitiesAug 5, 19990.67%
-2.99%
13.30%
0.68%
34
Barrett Opportunity FundLarge Cap Blend EquitiesFeb 28, 19791.18%
-2.12%
11.70%
44.71%
39
Franklin S&P 500 Index FundLarge Cap Blend EquitiesJan 5, 19980.54%
-3.77%
13.40%
0.81%
47
DWS Core Equity FundLarge Cap Blend EquitiesMay 31, 19290.55%
-4.19%
13.57%
11.10%
45
SEI Institutional Investments Trust Large Cap Disc...Large Cap Blend EquitiesAug 28, 20030.47%
-1.77%
12.93%
15.30%
57
SEI Institutional Investments Trust Dynamic Asset ...Large Cap Blend EquitiesJul 30, 20100.67%
-4.34%
13.91%
14.43%
47
SIT Dividend Growth FundLarge Cap Blend EquitiesDec 31, 20030.70%
-2.31%
11.48%
10.34%
54
SEI Institutional Managed Trust Dynamic Asset Allo...Large Cap Blend EquitiesJul 30, 20150.50%
-4.50%
13.42%
21.60%
41
Guggenheim StylePlus - Large Core FundLarge Cap Blend EquitiesSep 10, 19621.31%
-5.20%
12.83%
3.11%
37
Crossmark Steward Values-Focused Large Cap Enhance...Large Cap Blend EquitiesOct 1, 20040.58%
-4.02%
12.60%
3.76%
43
SEI Institutional Investments Trust U.S. Equity Fa...Large Cap Blend EquitiesApr 26, 20180.32%
-1.55%
5.61%
54

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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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