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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
Touchstone Large Cap Focused FundLarge Cap Blend EquitiesJan 12, 19340.99%
-7.00%
15.00%
1.57%
24
First Eagle Overseas Fund Class ILarge Cap Blend Equities, Foreign Large Cap Equities0.88%
4.25%
8.39%
8.11%
90
ClearBridge Appreciation FundLarge Cap Blend EquitiesMar 10, 19700.93%
-2.91%
12.39%
14.50%
37
ClearBridge Aggressive Growth FundLarge Cap Blend EquitiesOct 24, 19831.11%
-6.50%
7.23%
23.82%
17
SGI U.S. Large Equity FundLarge Cap Blend EquitiesFeb 29, 20120.98%
0.74%
9.64%
8.80%
19
Crossmark Steward Large Cap Core FundLarge Cap Blend EquitiesNov 14, 20210.75%
-3.39%
6.71%
23
Selected American Shares FundLarge Cap Blend EquitiesFeb 28, 19330.98%
0.67%
12.90%
11.49%
74
SEI Institutional Investments Trust Large Cap FundLarge Cap Blend EquitiesJun 14, 19960.47%
-1.93%
12.13%
38.21%
55
SEI Institutional Managed Trust Large Cap FundLarge Cap Blend EquitiesSep 30, 20090.95%
-2.77%
11.86%
21.56%
50
SEI Institutional Managed Trust Large Cap Index Fu...Large Cap Blend EquitiesJan 31, 20180.25%
-3.56%
5.68%
45
Columbia Contrarian Core FundLarge Cap Blend EquitiesDec 14, 19920.75%
-4.80%
13.34%
7.76%
37
Schwab 1000 Index FundLarge Cap Blend EquitiesApr 2, 19910.05%
-3.37%
13.85%
1.51%
44
Spirit of America Large Cap Value FundLarge Cap Blend EquitiesAug 1, 20021.50%
-1.75%
13.93%
9.46%
59
ClearBridge Dividend Strategy FundLarge Cap Blend EquitiesNov 6, 19921.02%
-0.24%
11.55%
13.39%
26
Sphere 500 Fossil Free FundLarge Cap Blend EquitiesOct 3, 20210.11%
-5.42%
7.19%
38
DWS Equity Sector Strategy FundLarge Cap Blend EquitiesNov 14, 19960.48%
-4.18%
9.50%
1.08%
51
SEI S&P 500 Index Fund Class ILarge Cap Blend EquitiesJun 28, 20020.65%
-3.83%
13.40%
8.76%
45
Symmetry Panoramic US Equity FundLarge Cap Blend EquitiesNov 12, 20180.64%
0.00%
6.29%
44
Sarofim Equity FundLarge Cap Blend EquitiesJan 17, 20140.70%
-7.04%
11.87%
34.46%
11
Victory Diversified Stock FundLarge Cap Blend EquitiesOct 20, 19891.07%
-1.62%
13.46%
11.81%
79

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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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