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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
Franklin U.S. Core Equity (IU) Fund AdvisorLarge Cap Blend EquitiesAug 1, 20190.00%
-3.50%
3.77%
58
Fidelity Series Total Market Index FundLarge Cap Blend EquitiesApr 26, 20190.00%
-3.29%
1.46%
51
Strategic Advisers Fidelity U.S. Total Stock FundLarge Cap Blend EquitiesMar 20, 20180.61%
-2.29%
1.94%
35
Fiera Capital U.S. Equity Long-Term Quality FundLarge Cap Blend EquitiesSep 30, 20191.00%
-4.74%
0.99%
9
Fidelity Flex 500 Index FundLarge Cap Blend EquitiesMar 9, 20170.00%
-3.95%
1.16%
48
First Eagle Fund of AmericaLarge Cap Blend EquitiesMar 2, 19981.65%
-0.40%
7.92%
16.96%
64
Fidelity Hedged Equity FundLarge Cap Blend EquitiesSep 8, 20220.55%
-3.62%
0.45%
59
Fidelity Advisor Dividend Growth Fund Class ALarge Cap Blend EquitiesApr 27, 19931.16%0.00%
Fidelity Advisor Growth & Income Fund Class ZLarge Cap Blend EquitiesMar 20, 20250.46%
-0.29%
9.62%
Fidelity Series Large Cap Stock FundLarge Cap Blend EquitiesDec 6, 20120.00%
-0.94%
15.60%
9.93%
84
Fidelity Advisor Mega Cap Stock Fund Class CLarge Cap Blend EquitiesFeb 5, 20081.67%
-1.71%
14.31%
3.25%
76
Fidelity Mega Cap Stock FundLarge Cap Blend EquitiesDec 28, 19980.61%
-1.47%
15.42%
3.95%
80
Fidelity Advisor Mega Cap Stock Fund Class ALarge Cap Blend EquitiesFeb 5, 20080.90%
-1.53%
15.19%
3.78%
79
Fidelity Advisor Large Cap Stock Fund Class ILarge Cap Blend Equities0.77%0.00%
Fidelity SAI Sustainable U.S. Equity FundLarge Cap Blend EquitiesApr 14, 20220.56%
-2.72%
1.61%
65
Fidelity SAI Sustainable Sector FundLarge Cap Blend EquitiesApr 14, 20220.44%
-1.55%
0.61%
66
American Funds Fundamental Investors® Class F-2Large Cap Blend Equities, DividendAug 1, 19780.39%
-2.46%
13.58%
8.97%
74
Federated Hermes Max Cap Index FundLarge Cap Blend EquitiesJul 11, 19900.37%
-3.67%
13.83%
8.34%
41
Fidelity US Sustainability Index FundLarge Cap Blend EquitiesMay 9, 20170.11%
-5.05%
1.17%
56
Fidelity Leveraged Company Stock Fund Class KLarge Cap Blend EquitiesMay 9, 20080.65%
-1.26%
13.51%
4.75%
63

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81–100 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

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