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®
#31 Neuberger Berman Multi-Cap Opportunities Fund (NMUAX)
| Performance (1-yr.): 21.43% | Expenses: 1.37% |
| Performance (1-mo.): 0.63% | Total Assets: $1.1B |
#31 Vanguard Dividend Growth Fund (VDIGX)
| Performance (1-yr.): 17.33% | Expenses: 0.31% |
| Performance (1-mo.): 3.09% | Total Assets: $14.76B |
#33 BBH Core Select Fund (BBTEX)
| Performance (1-yr.): 20.44% | Expenses: 1.00% |
| Performance (1-mo.): 1.46% | Total Assets: $5.26B |
#33 Clipper Fund (CFIMX)
| Performance (1-yr.): 17.46% | Expenses: 0.75% |
| Performance (1-mo.): 1.08% | Total Assets: $1.13B |
#35 SSGA IAM Shares Fund (SIAMX)
| Performance (1-yr.): 16.69% | Expenses: 0.51% |
| Performance (1-mo.): 1.73% | Total Assets: $194.06M |
#36 SSGA S&P 500 Index Fund (SVSPX)
| Performance (1-yr.): 16.67% | Expenses: 0.18% |
| Performance (1-mo.): 1.93% | Total Assets: $1.2B |
#36 Steward Large Cap Enhanced Index Fund (SEECX)
| Performance (1-yr.): 17.82% | Expenses: 0.56% |
| Performance (1-mo.): 1.71% | Total Assets: $184.36M |
#38 Columbia Contrarian Core Fund (LCCAX)
| Performance (1-yr.): 18.37% | Expenses: 1.20% |
| Performance (1-mo.): 1.28% | Total Assets: $2.91B |
#38 Shelton Capital Management S&P 500 Index Fund (SPFIX)
| Performance (1-yr.): 16.58% | Expenses: 0.36% |
| Performance (1-mo.): 1.86% | Total Assets: $107.96M |
#40 Northern Enhanced Large Cap Fund (NOLCX)
| Performance (1-yr.): 18.04% | Expenses: 0.60% |
| Performance (1-mo.): 1.75% | Total Assets: $13.07M |
