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®

Scharf Fund (LOGIX)

Performance (1-yr.): 25.18% Expenses: 1.29%
Performance (1-mo.): 4.83% Total Assets: $112.38M
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Segall Bryant & Hamill All Cap Fund (SBHAX)

Performance (1-yr.): Expenses: 1.10%
Performance (1-mo.): 4.55% Total Assets: $14.19M
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SEI Institutional Investments Trust Large Cap Disciplined Equity Fund (SCPAX)

Performance (1-yr.): 26.46% Expenses: 0.22%
Performance (1-mo.): 4.92% Total Assets: $4.7B
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SEI Institutional Investments Trust Large Cap Diversified Alpha Fund (SCDAX)

Performance (1-yr.): 27.90% Expenses: 0.24%
Performance (1-mo.): 5.19% Total Assets: $135.2M
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SEI Institutional Investments Trust Large Cap Fund (SLCAX)

Performance (1-yr.): 28.40% Expenses: 0.20%
Performance (1-mo.): 5.04% Total Assets: $2.21B
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SEI Institutional Investments Trust Large Cap Index Fund (LCIAX)

Performance (1-yr.): 26.33% Expenses: 0.04%
Performance (1-mo.): 4.72% Total Assets: $1.84B
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SEI Institutional Investments Trust S&P 500 Index Fund (SPINX)

Performance (1-yr.): Expenses: 0.04%
Performance (1-mo.): 4.56% Total Assets: $494.93M
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Steinberg Select Fund (STMIX)

Performance (1-yr.): Expenses: 0.75%
Performance (1-mo.): 4.25% Total Assets: $49.19M
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StrategicAdvisers® Core Multi-Manager Fund (FLAUX)

Performance (1-yr.): 24.91% Expenses: 0.98%
Performance (1-mo.): 4.53% Total Assets: $80.04M
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Strategic Advisers® US Opportunity Fund (FUSOX)

Performance (1-yr.): 28.58% Expenses: 0.86%
Performance (1-mo.): 4.79% Total Assets: $5.34B
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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