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
RPEAX	Davis Opportunity Fund	Large Cap Blend Equities	Dec 1, 1994	0.93%	12.90%	13.07%	12.32%	68
RSEAX	Russell Investments U.S. Strategic Equity Fund	Large Cap Blend Equities	Aug 6, 2012	0.99%	9.41%	12.98%	10.69%	50
RTDYX	Russell Investments Multifactor U.S. Equity Fund	Large Cap Blend Equities	Jul 31, 2014	0.35%	11.75%	14.35%	31.29%	74
RWMGX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	—	0.27%	5.86%	13.14%	9.83%	39
SAMKX	SA U.S. Core Market Fund	Large Cap Blend Equities	Aug 5, 1999	0.67%	10.56%	14.60%	0.60%	78
SAOPX	Barrett Opportunity Fund	Large Cap Blend Equities	Feb 28, 1979	1.18%	8.73%	12.15%	40.25%	77
SBSPX	Franklin S&P 500 Index Fund	Large Cap Blend Equities	Jan 5, 1998	0.54%	11.13%	14.81%	0.71%	69
SCDGX	DWS Core Equity Fund	Large Cap Blend Equities	May 31, 1929	0.55%	11.76%	15.03%	9.52%	75
SCPAX	SEI Institutional Investments Trust Large Cap Disc...	Large Cap Blend Equities	Aug 28, 2003	0.47%	11.57%	14.14%	13.47%	79
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	Jul 30, 2010	0.67%	10.30%	15.28%	12.52%	61
SDVGX	SIT Dividend Growth Fund	Large Cap Blend Equities	Dec 31, 2003	0.70%	6.60%	12.32%	9.49%	66
SDYYX	SEI Institutional Managed Trust Dynamic Asset Allo...	Large Cap Blend Equities	Jul 30, 2015	0.50%	10.02%	14.78%	18.75%	56
SECEX	Guggenheim StylePlus - Large Core Fund	Large Cap Blend Equities	Sep 10, 1962	1.31%	14.06%	14.63%	2.59%	74
SEECX	Crossmark Steward Values-Focused Large Cap Enhance...	Large Cap Blend Equities	Oct 1, 2004	0.58%	11.14%	14.00%	3.25%	62
SEHAX	SEI Institutional Investments Trust U.S. Equity Fa...	Large Cap Blend Equities	Apr 26, 2018	0.32%	12.61%	—	4.93%	79
SENCX	Touchstone Large Cap Focused Fund	Large Cap Blend Equities	Jan 12, 1934	0.99%	5.22%	16.14%	1.39%	37
SGOIX	First Eagle Overseas Fund Class I	Large Cap Blend Equities, Foreign Large Cap Equities	—	0.88%	9.42%	8.47%	7.73%	54
SHAPX	ClearBridge Appreciation Fund	Large Cap Blend Equities	Mar 10, 1970	0.93%	5.84%	13.19%	13.30%	36
SHRAX	ClearBridge Aggressive Growth Fund	Large Cap Blend Equities	Oct 24, 1983	1.11%	2.92%	7.85%	21.64%	8
SILVX	SGI U.S. Large Equity Fund	Large Cap Blend Equities	Feb 29, 2012	0.98%	8.88%	10.46%	8.15%	41

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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