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®

#10 Transamerica Partners Institutional Large Core Fund (DIGIX)

Performance (1-yr.): 24.61% Expenses: 0.90%
Performance (1-mo.): 1.30% Total Assets: $7.59M
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#12 Smead Value Fund (SMVLX)

Performance (1-yr.): 23.54% Expenses: 1.29%
Performance (1-mo.): 0.29% Total Assets: $727.98M
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#12 Vanguard Dividend Growth Fund (VDIGX)

Performance (1-yr.): 20.72% Expenses: 0.29%
Performance (1-mo.): 1.60% Total Assets: $20.55B
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#14 American Century Newton Equity Growth Fund (ACLEX)

Performance (1-yr.): 23.46% Expenses: 0.48%
Performance (1-mo.): 1.43% Total Assets: $1.04B
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#14 Fidelity® Large Cap Core Enhanced Index Fund (FLCEX)

Performance (1-yr.): 23.29% Expenses: 0.45%
Performance (1-mo.): 1.06% Total Assets: $454.46M
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#16 MFS® Equity Opportunities Fund (SRFAX)

Performance (1-yr.): 28.66% Expenses: 1.28%
Performance (1-mo.): 0.18% Total Assets: $462.46M
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#16 Oakmark Select Fund (OAKLX)

Performance (1-yr.): 33.12% Expenses: 1.01%
Performance (1-mo.): 1.87% Total Assets: $4.82B
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#16 Royce Special Equity Multi-Cap Fund (RSEMX)

Performance (1-yr.): 24.31% Expenses: 1.24%
Performance (1-mo.): 1.42% Total Assets: $203.69M
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#16 Vanguard Structured Broad Market Fund (VSBPX)

Performance (1-yr.): 25.52% Expenses: 0.18%
Performance (1-mo.): 1.06% Total Assets: $551.63M
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#20 Columbia Large Cap Enhanced Core Fund (NMIAX)

Performance (1-yr.): 23.93% Expenses: 0.90%
Performance (1-mo.): 1.55% Total Assets: $266.68M
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Top Performing Large Blend Funds As of 04.22.2014

Blue Chip Investor Fund (BCIFX)

Total Return: 3.71%

Beck Mack & Oliver Partners Fund (BMPEX)

Total Return: 3.35%

The Cook & Bynum Fund (COBYX)

Total Return: 3.15%

Vanguard Capital Value Fund (VCVLX)

Total Return: 33.96%

Oakmark Select Fund (OAKLX)

Total Return: 33.12%

Saratoga Large Capitalization Value Portfolio (SLVYX)

Total Return: 32.91%

Smead Value Fund (SMVLX)

Total Return: 21.96%

PIMCO Fundamental IndexPLUS AR Fund (PIXAX)

Total Return: 19.40%

Vice Fund (VICEX)

Total Return: 18.74%

* Annualized