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®

Russell Strategic Call Overwriting Fund (ROWSX)

Performance (1-yr.): Expenses: 0.98%
Performance (1-mo.): 1.10% Total Assets: $76.88M
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Russell U.S. Large Cap Equity Fund (RLCZX)

Performance (1-yr.): 15.00% Expenses: 1.12%
Performance (1-mo.): 1.17% Total Assets: $311.28M
See all details for RLCZX »

Russell U.S. Strategic Equity Fund (RSEAX)

Performance (1-yr.): Expenses: 1.10%
Performance (1-mo.): 1.40% Total Assets: $2.66B
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Scharf Fund (LOGIX)

Performance (1-yr.): 13.27% Expenses: 1.28%
Performance (1-mo.): 1.85% Total Assets: $53.43M
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Snow Capital Focused Value Fund (SFOAX)

Performance (1-yr.): Expenses: 1.40%
Performance (1-mo.): 2.20% Total Assets: $255,890
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Snow Capital Inflation Advantaged Equities Fund (SIAAX)

Performance (1-yr.): Expenses: 1.50%
Performance (1-mo.): 0.60% Total Assets: $248,780
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Strategic Advisers Core Multi-Manager Fund (FLAUX)

Performance (1-yr.): 15.35% Expenses: 0.98%
Performance (1-mo.): 1.76% Total Assets: $66.37M
See all details for FLAUX »

Strategic Advisers US Opportunity Fund (FUSOX)

Performance (1-yr.): 15.98% Expenses: 0.86%
Performance (1-mo.): 1.91% Total Assets: $4.3B
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Strategic Advisers US Opportunity II Fund (FUSPX)

Performance (1-yr.): 16.76% Expenses: 0.83%
Performance (1-mo.): 2.09% Total Assets: $732.02M
See all details for FUSPX »

Summit Global Investments U.S. Low Volatility Equity Fund (SILVX)

Performance (1-yr.): 18.21% Expenses: 0.98%
Performance (1-mo.): 2.50% Total Assets: $16.96M
See all details for SILVX »
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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