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®

#11 DFA U.S. Sustainability Core 1 Portfolio (DFSIX)

Performance (1-yr.): 28.64% Expenses: 0.33%
Performance (1-mo.): 4.74% Total Assets: $336.95M
See all details for DFSIX »

#12 GMO Quality Fund (GQETX)

Performance (1-yr.): 18.38% Expenses: 0.48%
Performance (1-mo.): 4.20% Total Assets: $12.28B
See all details for GQETX »

#13 DFA U.S. Core Equity I Fund (DFEOX)

Performance (1-yr.): 28.76% Expenses: 0.19%
Performance (1-mo.): 4.82% Total Assets: $8.73B
See all details for DFEOX »

#14 Columbia Large Cap Enhanced Core Fund (NMIAX)

Performance (1-yr.): 26.58% Expenses: 0.90%
Performance (1-mo.): 4.05% Total Assets: $270.22M
See all details for NMIAX »

#14 Oakmark Fund (OAKMX)

Performance (1-yr.): 29.80% Expenses: 0.95%
Performance (1-mo.): 4.71% Total Assets: $12.94B
See all details for OAKMX »

#14 Putnam Multi-Cap Core Fund (PMYAX)

Performance (1-yr.): 34.78% Expenses: 1.31%
Performance (1-mo.): 5.17% Total Assets: $26.78M
See all details for PMYAX »

#14 Vanguard Structured Broad Market Fund (VSBPX)

Performance (1-yr.): 29.27% Expenses: 0.18%
Performance (1-mo.): 5.51% Total Assets: $545.88M
See all details for VSBPX »

#18 Vanguard 500 Index Fund (VFINX)

Performance (1-yr.): 25.17% Expenses: 0.17%
Performance (1-mo.): 4.56% Total Assets: $163.15B
See all details for VFINX »

#18 Yacktman Fund (YACKX)

Performance (1-yr.): 17.21% Expenses: 0.76%
Performance (1-mo.): 2.37% Total Assets: $13.61B
See all details for YACKX »

#20 Vanguard Tax-Managed Capital Appreciation Fund (VTCIX)

Performance (1-yr.): 27.27% Expenses: 0.08%
Performance (1-mo.): 4.93% Total Assets: $5.62B
See all details for VTCIX »

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