Large Blend

Large-blend portfolios are fairly representative of the overall U.S. stock market in size, growth rates, and price. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large-cap. The blend style is assigned to portfolios where neither growth nor value characteristics predominate. These portfolios tend to invest across the spectrum of U.S. industries, and owing to their broad exposure, the portfolios' returns are often similar to those of the S&P 500 Index. Morningstar®

#1 Mairs & Power Growth Fund (MPGFX)

Performance (1-yr.): 20.42% Expenses: 0.72%
Performance (1-mo.): 0.36% Total Assets: $3.07B
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#1 Smead Value Fund (SMVLX)

Performance (1-yr.): 32.06% Expenses: 1.40%
Performance (1-mo.): 2.14% Total Assets: $266.6M
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#3 PrimeCap Odyssey Stock Fund (POSKX)

Performance (1-yr.): 20.88% Expenses: 0.67%
Performance (1-mo.): 2.45% Total Assets: $1.62B
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#4 TIAA-CREF Social Choice Equity Fund (TISCX)

Performance (1-yr.): 17.88% Expenses: 0.19%
Performance (1-mo.): 1.05% Total Assets: $1.46B
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#5 Weitz Partners Value Fund (WPVLX)

Performance (1-yr.): 21.40% Expenses: 1.20%
Performance (1-mo.): 0.79% Total Assets: $851.5M
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#5 Yacktman Fund (YACKX)

Performance (1-yr.): 19.62% Expenses: 0.76%
Performance (1-mo.): 1.96% Total Assets: $10.59B
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#7 Vice Fund (VICEX)

Performance (1-yr.): 18.36% Expenses: 1.77%
Performance (1-mo.): 2.71% Total Assets: $141.28M
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#8 SEI Institutional Managed Trust Tax-Managed Volatility Fund (TMMAX)

Performance (1-yr.): 20.29% Expenses: 1.01%
Performance (1-mo.): 2.22% Total Assets: $556.82M
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#8 TIAA-CREF S&P 500 Index Fund (TISPX)

Performance (1-yr.): 16.78% Expenses: 0.07%
Performance (1-mo.): 1.93% Total Assets: $1.66B
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#8 Yacktman Focused Fund (YAFFX)

Performance (1-yr.): 19.60% Expenses: 1.25%
Performance (1-mo.): 2.00% Total Assets: $9.27B
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Top Performing Large Blend Funds as of 05.03.2013

PIMCO StocksPLUS Long Duration Fund (PSLDX)

Total Return: 5.32%

Merk Currency Enhanced U.S. Equity Fund (MUSIX)

Total Return: 4.46%

Morgan Stanley Institutional Fund Insight Portfolio (MFPIX)

Total Return: 4.32%

Morgan Stanley Institutional Fund Insight Portfolio (MFPIX)

Total Return: 36.44%

Smead Value Fund (SMVLX)

Total Return: 32.06%

Direxion Monthly SP 500 Bull 2X Fund (DXSLX)

Total Return: 31.61%

PIMCO StocksPLUS Long Duration Fund (PSLDX)

Total Return: 26.31%

Direxion Monthly SP 500 Bull 2X Fund (DXSLX)

Total Return: 20.95%

PIMCO Fundamental IndexPLUS AR Fund (PIXAX)

Total Return: 19.82%

* annualized