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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
Goldman Sachs Tax-Advantaged Global Equity Portfol...Large Cap Blend EquitiesApr 30, 20080.97%
-1.44%
11.04%
5.41%
62
TIAA-CREF Growth & Income FundLarge Cap Blend EquitiesJul 1, 19990.40%
-6.04%
13.48%
14.75%
27
Nuveen Core Equity Fund Class ALarge Cap Blend EquitiesMar 31, 20060.72%
-5.84%
13.22%
7.65%
28
Nuveen Equity Index Fund Class ALarge Cap Blend EquitiesMar 31, 20060.36%
-3.20%
13.28%
2.15%
46
TIAA-CREF Social Choice Equity FundLarge Cap Blend EquitiesJul 1, 19990.17%
-2.46%
12.97%
7.94%
42
TIAA-CREF S&P 500 Index FundLarge Cap Blend EquitiesOct 1, 20020.05%
-3.54%
13.94%
2.44%
46
Transamerica Large Core FundLarge Cap Blend EquitiesSep 11, 20000.76%
-3.98%
12.94%
16.46%
46
Touchstone Large Cap FundLarge Cap Blend EquitiesJul 9, 20140.82%
1.72%
10.80%
2.83%
14
Morgan Stanley Pathway Funds Large Cap Equity FundLarge Cap Blend EquitiesNov 18, 19910.47%0.00%
TIAA-CREF Life Funds Stock Index FundLarge Cap Blend EquitiesJan 3, 19990.09%
-3.14%
5.66%
48
SEI Institutional Managed Trust Tax Managed Large ...Large Cap Blend EquitiesMar 5, 19980.89%
-1.89%
11.91%
1.40%
45
Tocqueville FundLarge Cap Blend EquitiesJan 13, 19871.25%
3.44%
13.15%
6.55%
81
T. Rowe Price US Large-Cap CoreLarge Cap Blend EquitiesJun 26, 20090.64%
-2.13%
13.43%
15.37%
68
Transamerica Stock IndexLarge Cap Blend EquitiesSep 11, 20000.30%
-3.63%
1.01%
1
Thornburg Small/Mid Cap Core FundLarge Cap Blend EquitiesOct 2, 19951.31%
4.77%
8.42%
0.00%
24
Pear Tree Quality FundLarge Cap Blend EquitiesMay 6, 19851.16%
-6.07%
12.61%
31.06%
17
USAA Growth & Income FundLarge Cap Blend EquitiesJun 1, 19930.81%
-0.81%
12.22%
8.29%
51
Horizon U.S. Defensive Equity FundLarge Cap Blend EquitiesJun 26, 20191.17%
-0.21%
7.03%
49
USAA 500 Index FundLarge Cap Blend EquitiesMay 1, 19960.24%
-3.56%
14.09%
4.31%
45
Invesco Equally-Weighted S&P 500 Fund Class ALarge Cap Blend Equities0.52%
1.18%
10.83%
10.09%
25

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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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