PortfoliosLab logoPortfoliosLab logo

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
Boston Trust Equity FundLarge Cap Blend EquitiesOct 1, 20030.85%
-3.40%
11.45%
7.58%
18
DWS Equity 500 Index FundLarge Cap Blend EquitiesDec 31, 19920.20%
-3.69%
15.00%
13.67%
50
Buffalo Dividend Focus FundLarge Cap Blend EquitiesDec 3, 20120.93%
-0.37%
12.10%
1.59%
20
SEI Catholic Values Trust Catholic Values Equity F...Large Cap Blend EquitiesApr 30, 20150.86%
-1.95%
11.10%
6.87%
41
Crawford Large Cap Dividend FundLarge Cap Blend EquitiesJan 5, 20040.89%
-4.18%
9.17%
5.86%
9
Clipper FundLarge Cap Blend EquitiesFeb 29, 19840.71%
-1.01%
12.69%
8.39%
72
Invesco Charter FundLarge Cap Blend EquitiesNov 26, 19681.03%
-5.95%
10.31%
7.68%
32
Calvert US Large-Cap Core Responsible Index FundLarge Cap Blend EquitiesJun 30, 20000.24%
-4.02%
13.93%
5.62%
44
Six Circles Managed Equity Portfolio U.S. Unconstr...Large Cap Blend EquitiesApr 10, 20190.07%
-4.45%
1.06%
53
Principal Capital Appreciation FundLarge Cap Blend EquitiesNov 24, 19860.80%
-3.10%
14.16%
9.03%
42
Catholic Responsible Investments Equity Index FundLarge Cap Blend EquitiesDec 2, 20210.09%
-3.84%
3.55%
44
Calvert US Large Cap Core Responsible Index Fund C...Large Cap Blend EquitiesOct 3, 20170.19%
-4.01%
5.70%
44
Six Circles U.S. Unconstrained Equity FundLarge Cap Blend EquitiesJul 9, 20180.05%
-6.36%
9.80%
41
Calamos Select FundLarge Cap Blend EquitiesJan 2, 20021.15%
-7.04%
11.62%
5.88%
24
Zacks All-Cap Core FundLarge Cap Blend EquitiesDec 5, 20051.00%
-2.11%
12.92%
2.36%
49
DWS ESG Core Equity FundLarge Cap Blend EquitiesJul 31, 20050.64%
-3.04%
11.80%
5.94%
63
DFA Enhanced U.S. Large Company PortfolioLarge Cap Blend EquitiesJul 2, 19960.15%
-3.91%
9.07%
18.15%
33
DFA US Core Equity 1 Portfolio ILarge Cap Blend EquitiesSep 15, 20050.14%
-1.09%
13.32%
1.08%
52
DFA International Core Equity Portfolio IForeign Large Cap Equities, Large Cap Blend EquitiesSep 15, 20050.24%
4.28%
9.79%
3.10%
90
Davidson Multi-Cap Equity FundLarge Cap Blend EquitiesAug 11, 20081.15%
-2.43%
12.91%
7.70%
29

Rows per page

41–60 of 407

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

Loading graphics...