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®
#40 Transamerica Partners Institutional Large Core Fund (DIGIX)
| Performance (1-yr.): 18.38% | Expenses: 0.90% |
| Performance (1-mo.): 2.05% | Total Assets: $6.47M |
#40 Transamerica Partners Large Core Fund (DVGIX)
| Performance (1-yr.): 18.05% | Expenses: 1.15% |
| Performance (1-mo.): 2.11% | Total Assets: $70.21M |
#43 DFA U.S. Core Equity I Fund (DFEOX)
| Performance (1-yr.): 18.22% | Expenses: 0.19% |
| Performance (1-mo.): 1.09% | Total Assets: $6.09B |
#43 DWS Equity 500 Index Fund (BTIIX)
| Performance (1-yr.): 16.53% | Expenses: 0.24% |
| Performance (1-mo.): 1.90% | Total Assets: $1.03B |
#43 Invesco Equally-Weighted S&P 500 (VADAX)
| Performance (1-yr.): 19.61% | Expenses: 0.60% |
| Performance (1-mo.): 1.56% | Total Assets: $1.46B |
#46 Asset Management Fund Large Cap Equity Fund (IICAX)
| Performance (1-yr.): 17.80% | Expenses: 1.30% |
| Performance (1-mo.): 2.17% | Total Assets: $91.59M |
#46 Fidelity Series 100 Index Fund (FOHIX)
| Performance (1-yr.): 15.63% | Expenses: 0.20% |
| Performance (1-mo.): 2.13% | Total Assets: $2.29B |
#48 MFS Equity Opportunities Fund (SRFAX)
| Performance (1-yr.): 18.41% | Expenses: 1.34% |
| Performance (1-mo.): 1.44% | Total Assets: $171.86M |
#49 Fidelity Large Cap Stock Fund (FLCSX)
| Performance (1-yr.): 19.74% | Expenses: 1.03% |
| Performance (1-mo.): 2.07% | Total Assets: $1.49B |
#49 PIMCO StocksPLUS Long Duration Fund (PSLDX)
| Performance (1-yr.): 28.59% | Expenses: 0.59% |
| Performance (1-mo.): 5.32% | Total Assets: $787.53M |
