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®

Natixis Vaughan Nelson Select Fund (VNSAX)

Performance (1-yr.): Expenses: 1.40%
Performance (1-mo.): 0.36% Total Assets: $17.46M
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O'Shaughnessy All Cap Core Fund (OFAAX)

Performance (1-yr.): 16.45% Expenses: 1.24%
Performance (1-mo.): 1.22% Total Assets: $115.89M
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Patriot Fund (TRFAX)

Performance (1-yr.): 12.59% Expenses: 2.41%
Performance (1-mo.): 0.62% Total Assets: $9.76M
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Penn Series Aggressive Allocation Fund (None)

Performance (1-yr.): 14.36% Expenses: 1.27%
Performance (1-mo.): 1.84% Total Assets: $47.95M
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PL Main Street Core Fund (None)

Performance (1-yr.): 12.78% Expenses: 0.60%
Performance (1-mo.): 1.31% Total Assets: $214.95M
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Putnam Low Volatility Equity Fund (PLVEX)

Performance (1-yr.): Expenses: 1.20%
Performance (1-mo.): 0.69% Total Assets:
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Putnam Multi-Cap Core Fund (PMYAX)

Performance (1-yr.): 18.28% Expenses: 1.34%
Performance (1-mo.): 1.91% Total Assets: $13.24M
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Putnam Strategic Volatility Equity Fund (PSVEX)

Performance (1-yr.): Expenses: 1.30%
Performance (1-mo.): 0.98% Total Assets:
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RiverNorth Dynamic Buy-Write Fund (RNBWX)

Performance (1-yr.): Expenses: 1.80%
Performance (1-mo.): 0.00% Total Assets: $19.86M
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Royce Special Equity Multi-Cap Fund (RSEMX)

Performance (1-yr.): 11.58% Expenses: 1.39%
Performance (1-mo.): 1.55% Total Assets: $141.02M
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Top Performing Large Blend Funds as of 05.03.2013

PIMCO StocksPLUS Long Duration Fund (PSLDX)

Total Return: 5.32%

Merk Currency Enhanced U.S. Equity Fund (MUSIX)

Total Return: 4.46%

Morgan Stanley Institutional Fund Insight Portfolio (MFPIX)

Total Return: 4.32%

Morgan Stanley Institutional Fund Insight Portfolio (MFPIX)

Total Return: 36.44%

Smead Value Fund (SMVLX)

Total Return: 32.06%

Direxion Monthly SP 500 Bull 2X Fund (DXSLX)

Total Return: 31.61%

PIMCO StocksPLUS Long Duration Fund (PSLDX)

Total Return: 26.31%

Direxion Monthly SP 500 Bull 2X Fund (DXSLX)

Total Return: 20.95%

PIMCO Fundamental IndexPLUS AR Fund (PIXAX)

Total Return: 19.82%

* annualized