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®
#51 MFS Equity Opportunities Fund (SRFAX)
| Performance (1-yr.): 32.06% | Expenses: 1.34% |
| Performance (1-mo.): 3.06% | Total Assets: $179.64M |
#53 DFA U.S. Core Equity I Fund (DFEOX)
| Performance (1-yr.): 30.73% | Expenses: 0.19% |
| Performance (1-mo.): 3.30% | Total Assets: $6.37B |
#53 GMO Quality Fund (GQETX)
| Performance (1-yr.): 23.30% | Expenses: 0.48% |
| Performance (1-mo.): 0.67% | Total Assets: $14.09B |
#53 Wilshire 5000 Index Portfolio (WINDX)
| Performance (1-yr.): 27.07% | Expenses: 0.47% |
| Performance (1-mo.): 2.29% | Total Assets: $177.52M |
#56 ING Corporate Leaders 100 Fund (IACLX)
| Performance (1-yr.): 29.59% | Expenses: 0.90% |
| Performance (1-mo.): 2.34% | Total Assets: $421.06M |
#57 Asset Management Fund Large Cap Equity Fund (IICAX)
| Performance (1-yr.): 24.26% | Expenses: 1.30% |
| Performance (1-mo.): 1.83% | Total Assets: $92.3M |
#57 Neuberger Berman Multi-Cap Opportunities Fund (NMUAX)
| Performance (1-yr.): 32.31% | Expenses: 1.37% |
| Performance (1-mo.): 1.64% | Total Assets: $1.19B |
#59 Schwab Total Stock Market Index Fund (SWTSX)
| Performance (1-yr.): 27.80% | Expenses: 0.09% |
| Performance (1-mo.): 2.41% | Total Assets: $2.7B |
#60 PIMCO StocksPLUS Long Duration Fund (PSLDX)
| Performance (1-yr.): 26.97% | Expenses: 0.59% |
| Performance (1-mo.): 2.79% | Total Assets: $682.02M |
#61 PIMCO Stocks Plus Absolute Return Fund (PTOAX)
| Performance (1-yr.): 31.00% | Expenses: 1.04% |
| Performance (1-mo.): 0.69% | Total Assets: $1.16B |
