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
Goldman Sachs Large Cap Equity Fund Class CLarge Cap Blend EquitiesAug 15, 19971.75%
-4.45%
16.81%
36.79%
36
Gotham Enhanced S&P 500 Index FundLarge Cap Blend EquitiesDec 30, 20160.50%
-2.44%
9.91%
43
Goldman Sachs U.S. Equity Dividend and Premium Fun...Large Cap Blend EquitiesAug 31, 20050.71%
-2.75%
11.79%
6.80%
42
Goldman Sachs Rising Dividend Growth FundLarge Cap Blend Equities, DividendMar 23, 20041.03%
0.81%
11.78%
12.55%
17
Goldman Sachs U.S. Equity Insights FundLarge Cap Blend EquitiesMay 24, 19910.92%
-5.30%
14.72%
13.26%
41
Glenmede Strategic Equity PortfolioLarge Cap Blend EquitiesJul 20, 19890.85%
-6.87%
11.52%
26.70%
19
Glenmede Quantitative U.S. Large Cap Core Equity P...Large Cap Blend EquitiesFeb 27, 20040.85%
0.96%
10.60%
17.54%
47
Haverford Quality Growth Stock FundLarge Cap Blend EquitiesJun 30, 20040.80%
-3.36%
11.05%
8.55%
29
Harbor Large Cap Value FundLarge Cap Blend EquitiesDec 29, 19870.69%
-1.99%
12.10%
21.75%
15
The Hartford Capital Appreciation FundLarge Cap Blend EquitiesJul 22, 19960.80%
-5.09%
11.35%
5.80%
23
Hodges Blue Chip Equity Income FundLarge Cap Blend EquitiesSep 10, 20091.30%
-4.51%
15.83%
5.17%
50
Horizon ESG Defensive Core FundLarge Cap Blend EquitiesDec 27, 20191.02%
-4.65%
17.49%
31
Hartford Core Equity Fund Class FLarge Cap Blend EquitiesApr 30, 19980.36%
-3.55%
12.39%
40
Hartford Core Equity FundLarge Cap Blend EquitiesApr 30, 19980.45%
-3.58%
13.29%
12.10%
41
Hartford Capital Appreciation HLS FundLarge Cap Blend EquitiesApr 2, 19840.67%
-5.28%
11.49%
13.68%
31
Hartford Disciplined Equity HLS FundLarge Cap Blend EquitiesMay 29, 19980.60%
-3.67%
12.89%
10.98%
38
JPMorgan Equity Index Fund Class ILarge Cap Blend EquitiesJul 2, 19910.38%
-3.92%
13.90%
0.95%
47
Hartford Stock HLS FundLarge Cap Blend EquitiesAug 31, 19770.51%
-5.11%
9.96%
16.66%
6
Homestead Stock Index FundLarge Cap Blend EquitiesOct 28, 19990.50%
-3.76%
13.72%
1.89%
47
Independent Franchise Part Equity FundLarge Cap Blend EquitiesDec 20, 20110.68%
-8.47%
12.75%
10.72%
15

Rows per page

141–160 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...