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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
DFA US Core Equity 2 Portfolio ILarge Cap Blend Equities0.19%
-0.82%
12.98%
1.08%
51
DFA U.S. Sustainability Core 1 PortfolioLarge Cap Blend EquitiesMar 12, 20080.18%
-4.59%
13.68%
0.93%
35
DFA U.S. Social Core Equity 2 PortfolioLarge Cap Blend EquitiesOct 1, 20070.21%
-2.58%
13.12%
0.86%
42
DFA U.S. Large Company PortfolioLarge Cap Blend EquitiesSep 23, 19990.08%
-3.65%
14.01%
1.10%
48
Centre American Select Equity FundLarge Cap Blend EquitiesDec 21, 20111.46%
8.45%
13.16%
33.24%
89
Guardian Capital Dividend Growth FundLarge Cap Blend EquitiesMay 1, 20190.95%
1.69%
26.67%
54
Destinations Large Cap Equity FundLarge Cap Blend EquitiesMar 20, 20170.80%
-5.08%
7.64%
23
Dimensional Multi-Blend FundLarge Cap Blend EquitiesJan 1, 20130.03%
-2.90%
2.44%
4.44%
8
Dearborn Partners Rising Dividend FundLarge Cap Blend EquitiesApr 10, 20130.95%
-1.83%
9.90%
3.69%
2
BNY Mellon Sustainable U.S. Equity FundLarge Cap Blend EquitiesMar 29, 19720.74%
-5.03%
13.82%
11.20%
44
DoubleLine Shiller Enhanced CAPELarge Cap Blend EquitiesOct 31, 20130.54%
-4.35%
11.90%
5.19%
7
DFA US High Relative Profitability PortfolioLarge Cap Blend EquitiesMay 16, 20170.23%
-2.22%
1.08%
27
DFA U.S. Large Cap Equity PortfolioLarge Cap Blend EquitiesJun 25, 20130.13%
-2.69%
13.62%
1.05%
48
Eaton Vance Stock FundLarge Cap Blend EquitiesNov 1, 20010.98%
-5.58%
14.69%
9.48%
25
Allspring Large Cap Core FundLarge Cap Blend EquitiesDec 17, 20070.67%
-1.65%
16.29%
8.13%
61
Eaton Vance Enhanced Equity Income FundLarge Cap Blend EquitiesOct 29, 20040.01%
-4.99%
12.41%
8.38%
15
Dana Epiphany ESG Equity FundLarge Cap Blend EquitiesFeb 13, 20081.12%
-3.32%
7.02%
47
Allspring Disciplined U.S. Core FundLarge Cap Blend EquitiesFeb 28, 19900.86%
-3.16%
13.90%
5.72%
60
Eaton Vance Dividend Builder FundLarge Cap Blend EquitiesDec 18, 19810.99%
0.96%
11.07%
9.18%
20
American Funds Investment Company of America Class...Large Cap Blend Equities0.32%
-4.13%
11.35%
53

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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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