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®

#30 MFS® Equity Opportunities Fund (SRFAX)

Performance (1-yr.): 28.17% Expenses: 1.28%
Performance (1-mo.): 2.83% Total Assets: $520.14M
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#30 Weitz Value Fund (WVALX)

Performance (1-yr.): 17.80% Expenses: 1.20%
Performance (1-mo.): 0.35% Total Assets: $905.28M
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#33 Ave Maria Rising Dividend Fund (AVEDX)

Performance (1-yr.): 25.12% Expenses: 0.98%
Performance (1-mo.): 3.56% Total Assets: $850.34M
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#34 Vice Fund (VICEX)

Performance (1-yr.): 23.84% Expenses: 1.49%
Performance (1-mo.): 0.09% Total Assets: $316.91M
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#35 T. Rowe Price Institutional U.S. Structured Research Fund (TRISX)

Performance (1-yr.): 24.81% Expenses: 0.55%
Performance (1-mo.): 2.09% Total Assets: $730.23M
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#36 DFA U.S. Large Company Portfolio (DFUSX)

Performance (1-yr.): 24.44% Expenses: 0.08%
Performance (1-mo.): 2.06% Total Assets: $5.53B
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#36 GMO U.S. Equity Allocation Fund (GMUEX)

Performance (1-yr.): 18.42% Expenses: 0.46%
Performance (1-mo.): 0.83% Total Assets: $7.36B
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#36 Oakmark Fund (OAKMX)

Performance (1-yr.): 27.71% Expenses: 0.95%
Performance (1-mo.): 2.54% Total Assets: $15.13B
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#39 Wells Fargo Advantage Large Cap Core Fund (EGOAX)

Performance (1-yr.): 27.46% Expenses: 1.14%
Performance (1-mo.): 0.84% Total Assets: $275.3M
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#40 PrimeCap Odyssey Stock Fund (POSKX)

Performance (1-yr.): 23.80% Expenses: 0.64%
Performance (1-mo.): 2.11% Total Assets: $2.88B
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Top Performing Large Blend Funds As of 07.03.2014

Steinberg Select Fund (STMIX)

Total Return: 5.86%

Saratoga Large Capitalization Value Portfolio (SLVYX)

Total Return: 5.55%

Upright Growth Fund (UPUPX)

Total Return: 5.50%

Upright Growth Fund (UPUPX)

Total Return: 40.95%

Saratoga Large Capitalization Value Portfolio (SLVYX)

Total Return: 40.39%

Vice Fund Portfolio

Total Return: 34.70%

Smead Value Fund (SMVLX)

Total Return: 22.38%

PIMCO Fundamental IndexPLUS AR Fund (PIXAX)

Total Return: 21.04%

Oakmark Select Fund (OAKLX)

Total Return: 20.15%

* Annualized