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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 415 Large Cap Blend Equities mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.


Category: Large Cap Blend Equities
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
CDGIX
Crawford Large Cap Dividend FundLarge Cap Blend EquitiesJan 5, 20040.89%
3.79%
6.09%
4.31%
Clipper FundLarge Cap Blend EquitiesFeb 29, 19840.71%
11.02%
10.27%
5.49%
Invesco Charter FundLarge Cap Blend EquitiesNov 26, 19681.03%
7.36%
7.88%
5.82%
Calamos Dividend Growth FundLarge Cap Blend EquitiesAug 5, 20131.10%
6.85%
10.75%
4.10%
Calvert US Large-Cap Core Responsible Index FundLarge Cap Blend EquitiesJun 30, 20000.24%
6.04%
12.62%
0.96%
Six Circles Managed Equity Portfolio U.S. Unconstr...Large Cap Blend EquitiesApr 10, 20190.07%
7.11%
1.08%
Principal Capital Appreciation FundLarge Cap Blend EquitiesNov 24, 19860.80%
7.36%
12.22%
0.66%
Victory US 500 Enhanced Volatility Wtd Index FundLarge Cap Blend EquitiesNov 19, 20120.74%
4.47%
7.21%
1.51%
Six Circles U.S. Unconstrained Equity FundLarge Cap Blend EquitiesJul 9, 20180.05%
7.35%
1.11%
Calamos Select FundLarge Cap Blend EquitiesJan 2, 20021.15%
7.50%
9.17%
3.86%
Christopher Weil & Company Core Investment FundLarge Cap Blend EquitiesDec 21, 20111.13%
4.28%
10.35%
1.28%
Zacks All-Cap Core FundLarge Cap Blend EquitiesDec 5, 20051.00%
8.07%
2.39%
0.72%
SEI Diversified Equity FundLarge Cap Blend EquitiesMar 29, 20220.50%
5.50%
2.46%
DWS ESG Core Equity FundLarge Cap Blend EquitiesJul 31, 20050.64%
7.88%
10.71%
2.59%
DFA Enhanced U.S. Large Company PortfolioLarge Cap Blend EquitiesJul 2, 19960.15%
6.42%
12.25%
3.20%
DFA US Core Equity 1 Portfolio ILarge Cap Blend EquitiesSep 15, 20050.14%
6.12%
11.39%
1.37%
DFA International Core Equity Portfolio IForeign Large Cap Equities, Large Cap Blend EquitiesSep 15, 20050.24%
3.10%
4.84%
3.27%
Davidson Multi-Cap Equity FundLarge Cap Blend EquitiesAug 11, 20081.15%
5.49%
10.87%
2.01%
DFA US Core Equity 2 Portfolio ILarge Cap Blend Equities0.19%
5.68%
10.78%
1.66%
DFA U.S. Sustainability Core 1 PortfolioLarge Cap Blend EquitiesMar 12, 20080.18%
5.76%
11.97%
1.18%

41–60 of 415

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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