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 Managers AMG FQ Tax Managed U.S. Equity Fund (MFQTX)

Performance (1-yr.): 32.10% Expenses: 0.99%
Performance (1-mo.): 5.07% Total Assets: $57.08M
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#2 Royce Special Equity Multi-Cap Fund (RSEMX)

Performance (1-yr.): 26.71% Expenses: 1.24%
Performance (1-mo.): 5.32% Total Assets: $195.42M
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#3 Steward Large Cap Enhanced Index Fund (SEECX)

Performance (1-yr.): 30.17% Expenses: 0.56%
Performance (1-mo.): 5.08% Total Assets: $203.03M
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#4 Glenmede Large Cap Core Portfolio (GTLOX)

Performance (1-yr.): 31.25% Expenses: 0.86%
Performance (1-mo.): 5.75% Total Assets: $434.63M
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#5 PrimeCap Odyssey Stock Fund (POSKX)

Performance (1-yr.): 28.39% Expenses: 0.64%
Performance (1-mo.): 5.28% Total Assets: $2.48B
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#6 Vice Fund (VICEX)

Performance (1-yr.): 27.13% Expenses: 1.49%
Performance (1-mo.): 4.95% Total Assets: $273.48M
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#7 American Century Newton Equity Growth Fund (ACLEX)

Performance (1-yr.): 26.11% Expenses: 0.48%
Performance (1-mo.): 4.57% Total Assets: $1.04B
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#7 Fidelity® Large Cap Core Enhanced Index Fund (FLCEX)

Performance (1-yr.): 26.44% Expenses: 0.45%
Performance (1-mo.): 4.05% Total Assets: $441.75M
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#7 Fidelity® Large Cap Stock Fund (FLCSX)

Performance (1-yr.): 33.42% Expenses: 0.85%
Performance (1-mo.): 4.82% Total Assets: $2.63B
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#10 Vanguard Dividend Growth Fund (VDIGX)

Performance (1-yr.): 23.30% Expenses: 0.29%
Performance (1-mo.): 4.74% Total Assets: $20.12B
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Top Performing Large Blend Funds As of 03.05.2014

Vanguard Capital Value Fund (VCVLX)

Total Return: 7.69%

Saratoga Large Capitalization Value Portfolio (SLVYX)

Total Return: 7.40%

MFS® Equity Opportunities Fund (SRFAX)

Total Return: 6.78%

Vanguard Capital Value Fund (VCVLX)

Total Return: 39.95%

Saratoga Large Capitalization Value Portfolio (SLVYX)

Total Return: 38.91%

Janus Contrarian Fund (JCNAX)

Total Return: 37.34%

Smead Value Fund (SMVLX)

Total Return: 21.58%

Vice Fund (VICEX)

Total Return: 20.24%

PIMCO Fundamental IndexPLUS AR Fund (PIXAX)

Total Return: 19.06%

* Annualized