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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
Integrity ESG Growth & Income FundLarge Cap Blend EquitiesJan 3, 19951.24%
2.14%
13.37%
3.55%
61
Asset Management Fund Large Cap Equity FundLarge Cap Blend EquitiesJun 30, 19531.71%
-0.37%
10.51%
11.29%
41
Voya Russell Large Cap Index PortfolioLarge Cap Blend EquitiesMar 10, 20080.36%
-4.96%
14.59%
3.96%
33
Voya Growth and Income PortfolioLarge Cap Blend EquitiesDec 31, 19790.66%
-6.59%
13.17%
1.44%
9
IMS Capital Value FundLarge Cap Blend EquitiesAug 5, 19961.82%
-4.77%
10.18%
3.73%
34
Index Funds S&P 500 Equal WeightLarge Cap Blend EquitiesMar 9, 20170.25%
-3.74%
11.76%
1.08%
49
Voya U.S. Stock Index PortfolioLarge Cap Blend EquitiesMay 3, 20040.27%
-3.70%
13.71%
11.07%
28
Voya Index Plus LargeCap PortfolioLarge Cap Blend EquitiesSep 16, 19960.55%
-4.02%
13.24%
11.31%
28
VY Columbia Contrarian Core PortfolioLarge Cap Blend EquitiesDec 10, 20010.73%
-5.01%
17.80%
8.43%
27
Jamestown Equity FundLarge Cap Blend EquitiesDec 1, 19920.98%
-3.29%
13.23%
7.95%
60
JPMorgan U.S. Research Enhanced Equity FundLarge Cap Blend EquitiesSep 10, 20010.35%
-4.46%
14.77%
5.58%
41
JPMorgan U.S. Research Enhanced Equity FundLarge Cap Blend EquitiesMar 24, 20030.25%
-4.47%
14.89%
5.66%
42
Johnson Enhanced Return FundLarge Cap Blend EquitiesDec 30, 20050.35%
-5.40%
12.71%
19.29%
39
Jensen Quality Growth FundLarge Cap Blend EquitiesAug 3, 19920.81%
-9.79%
8.08%
42.70%
2
Johnson Equity Income FundLarge Cap Blend EquitiesDec 30, 20051.00%
-2.40%
11.20%
4.28%
16
John Hancock Variable Insurance Trust Total Stock ...Large Cap Blend EquitiesMay 1, 20000.49%
-3.41%
2.81%
33
John Hancock Funds Fundamental All Cap Core FundLarge Cap Blend EquitiesJun 1, 20110.83%
-8.37%
13.18%
11.68%
9
John Hancock Variable Insurance Trust 500 Index Tr...Large Cap Blend EquitiesNov 4, 20120.30%
-3.73%
2.66%
48
John Hancock ESG Large Cap Core FundLarge Cap Blend EquitiesJun 6, 20161.05%99.48%
JPMorgan U.S. Sustainable Leaders FundLarge Cap Blend EquitiesFeb 28, 20030.39%
-7.13%
12.94%
10.63%
22

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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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