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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
State Street U.S. Core Equity FundLarge Cap Blend EquitiesDec 31, 19790.16%
-5.33%
12.69%
42
State Street Equity 500 Index II PortfolioLarge Cap Blend EquitiesAug 11, 20140.02%
-3.53%
14.12%
1.43%
45
State Street Equity 500 Index Fund Class KLarge Cap Blend EquitiesSep 17, 20140.02%
-3.53%
14.15%
1.49%
46
State Street Equity 500 Index FundLarge Cap Blend EquitiesApr 18, 20010.17%
-3.57%
-9.47%
1.34%
46
State Farm Growth FundLarge Cap Blend EquitiesMar 14, 19680.12%
1.05%
13.24%
6.35%
74
BlackRock Exchange PortfolioLarge Cap Blend EquitiesDec 17, 19760.81%
-4.98%
13.30%
0.95%
29
State Street Institutional U.S. Equity FundLarge Cap Blend EquitiesNov 25, 19970.37%
-5.27%
14.52%
8.00%
41
DWS Core Equity Fund Class ILarge Cap Blend EquitiesMay 31, 19290.58%
-4.09%
13.65%
11.04%
43
Goldman Sachs Strategic Volatility Premium FundLarge Cap Blend EquitiesMar 28, 20210.38%
1.08%
2.48%
21
State Street S&P 500 Index Fund Class NLarge Cap Blend EquitiesDec 30, 19920.16%
-3.57%
14.05%
8.60%
35
Schwab Core Equity Fund™Large Cap Blend EquitiesJul 1, 19960.73%
-5.96%
11.14%
0.00%
9
Schwab S&P 500 Index FundLarge Cap Blend Equities, S&P 500May 19, 19970.02%
-3.53%
14.17%
1.15%
46
Schwab Total Stock Market Index FundLarge Cap Blend EquitiesJun 1, 19990.03%
-3.17%
13.68%
1.14%
45
Total Return Securities FundLarge Cap Blend Equities1.06%
-4.66%
7.94%
50.59%
1
John Hancock Fundamental Large Cap Core FundLarge Cap Blend EquitiesOct 1, 19841.01%
-7.50%
11.77%
13.07%
11
Castle Tandem FundLarge Cap Blend EquitiesMar 15, 20191.59%
-8.26%
6.73%
0
TIAA-CREF International Equity Index Fund Institut...Large Cap Blend Equities, Foreign Large Cap EquitiesOct 1, 20020.05%
2.05%
9.02%
3.81%
67
Touchstone Focused FundLarge Cap Blend EquitiesFeb 12, 19990.86%
-6.09%
12.77%
2.58%
23
Nuveen Large Cap Responsible Equity Fund Class ALarge Cap Blend EquitiesMar 31, 20060.49%
-2.57%
12.68%
9.38%
42
TIAA-CREF Equity Index FundLarge Cap Blend EquitiesJul 1, 19990.05%
-3.11%
13.56%
2.47%
46

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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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