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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
JPMorgan U.S. Sustainable Leaders FundLarge Cap Blend EquitiesFeb 28, 20030.39%
-7.13%
12.94%
10.63%
22
JPMorgan U.S. Large Cap Core Plus FundLarge Cap Blend EquitiesNov 1, 20051.45%
-6.03%
15.34%
3.17%
29
JPMorgan U.S. Equity FundLarge Cap Blend EquitiesSep 17, 19930.57%
-6.90%
14.73%
6.31%
24
Janus Henderson Growth And Income FundLarge Cap Blend EquitiesMay 15, 19910.75%
-4.27%
12.45%
15.47%
54
Janus Henderson Adaptive Risk Managed U.S. Equity ...Large Cap Blend EquitiesDec 30, 20050.67%
-3.52%
10.65%
10.44%
33
JPMorgan U.S. Equity Fund R6Large Cap Blend EquitiesSep 17, 19930.44%
-6.89%
14.84%
6.39%
25
JPMorgan US Equity Fund Class ILarge Cap Blend Equities0.69%
-6.93%
14.54%
6.17%
23
Knights of Columbus U.S. All Cap Index FundLarge Cap Blend EquitiesDec 31, 20190.92%
-3.81%
2.69%
48
Lord Abbett Dividend Growth FundLarge Cap Blend EquitiesDec 27, 20010.66%
-0.63%
12.58%
5.03%
60
SEI Institutional Investments Trust Large Cap Inde...Large Cap Blend EquitiesApr 1, 20020.13%
-3.46%
13.82%
16.07%
47
ClearBridge Sustainability Leaders FundLarge Cap Blend EquitiesMar 31, 20150.75%
-2.48%
12.85%
4.99%
37
Lazard US Equity Concentrated PortfolioLarge Cap Blend EquitiesSep 30, 20050.76%
-3.45%
8.63%
0.00%
29
Franklin U.S. Large Cap Equity FundLarge Cap Blend EquitiesApr 30, 20080.70%
-3.45%
13.79%
4.25%
61
Lazard US Equity Focus PortfolioLarge Cap Blend EquitiesDec 30, 20040.70%
-4.68%
11.79%
14.49%
30
Mutual of America All America FundLarge Cap Blend EquitiesNov 29, 20210.54%
-1.76%
17.31%
28
BlackRock Advantage Large Cap Core FundLarge Cap Blend EquitiesDec 22, 19990.48%
-2.44%
13.95%
8.83%
71
BlackRock Advantage Large Cap Core FundLarge Cap Blend EquitiesDec 22, 19990.73%
-2.53%
13.73%
9.24%
68
Meehan Focus FundLarge Cap Blend EquitiesDec 10, 19991.01%
-3.76%
15.04%
0.17%
65
AMG River Road Large Cap Value Select FundLarge Cap Blend EquitiesAug 14, 19920.64%
-5.04%
10.61%
0.00%
1
MFS Research FundLarge Cap Blend EquitiesOct 13, 19710.78%
-4.38%
12.16%
16.82%
29

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181–200 of 408

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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