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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
Fidelity SAI U.S. Large Cap Index FundLarge Cap Blend EquitiesFeb 2, 20160.02%
-3.64%
14.16%
0.58%
51
Nuveen Large Cap Select FundLarge Cap Blend EquitiesJan 31, 20030.80%
-4.42%
13.26%
7.36%
48
Fidelity Leveraged Company Stock FundLarge Cap Blend EquitiesDec 19, 20000.74%
-1.27%
13.40%
4.79%
64
FMI Large Cap FundLarge Cap Blend EquitiesDec 31, 20010.82%
-5.10%
8.78%
16.69%
3
Fidelity ZERO Large Cap Index FundLarge Cap Blend Equities0.00%
-3.93%
1.05%
49
Fidelity Infrastructure FundLarge Cap Blend EquitiesNov 5, 20191.00%
6.26%
4.03%
85
Fort Pitt Capital Total Return FundLarge Cap Blend EquitiesDec 31, 20011.00%
-4.33%
11.62%
22.90%
48
Franklin Rising Dividends FundLarge Cap Blend EquitiesJan 14, 19870.85%
-2.32%
10.78%
10.49%
27
Franklin Rising Dividends Fund Class CLarge Cap Blend Equities, DividendJul 22, 19961.59%
-2.50%
11.35%
9.98%
23
Fidelity Series All-Sector Equity FundLarge Cap Blend EquitiesOct 17, 20080.00%
-4.45%
15.08%
8.77%
58
Strategic Advisers U.S. Total Stock FundLarge Cap Blend EquitiesDec 30, 20090.28%
-2.95%
3.12%
21
Fidelity Total Market Index FundLarge Cap Blend Equities0.02%
-3.30%
13.64%
1.05%
49
Fidelity SAI U.S. Low Volatility Index FundLarge Cap Blend EquitiesMay 29, 20150.11%
-1.45%
10.75%
4.52%
18
Fidelity Advisor Mega Cap Stock Fund Class MLarge Cap Blend EquitiesFeb 5, 20081.15%
-1.56%
14.90%
3.49%
78
Fidelity Advisor Mega Cap Stock Fund Class ILarge Cap Blend EquitiesFeb 5, 20080.65%
-1.47%
15.50%
3.97%
79
Fuller & Thaler Behavioral Unconstrained Equity Fu...Large Cap Blend EquitiesDec 26, 20181.12%
5.76%
0.05%
84
Fidelity U.S. Low Volatility Equity FundLarge Cap Blend EquitiesNov 5, 20190.66%
-0.86%
6.88%
4
American Funds Fundamental Investors® Class F-3Large Cap Blend EquitiesAug 1, 20080.28%
-2.42%
9.08%
74
Fidelity Advisor Women's Leadership Fund Class ILarge Cap Blend EquitiesMay 1, 20190.81%
-3.21%
5.92%
61
Fidelity Advisor Women's Leadership Fund Class ALarge Cap Blend EquitiesMay 1, 20191.10%
-3.27%
5.67%
59

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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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