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®
#60 DFA U.S. Large Company Portfolio (DFUSX)
| Performance (1-yr.): 16.77% | Expenses: 0.10% |
| Performance (1-mo.): 1.94% | Total Assets: $4.51B |
#60 SIT Dividend Growth Fund (SDVGX)
| Performance (1-yr.): 17.59% | Expenses: 1.15% |
| Performance (1-mo.): 1.75% | Total Assets: $950.73M |
#60 T. Rowe Price Capital Opportunity Fund (PRCOX)
| Performance (1-yr.): 16.18% | Expenses: 0.75% |
| Performance (1-mo.): 2.14% | Total Assets: $456.24M |
#60 T. Rowe Price Dividend Growth Fund (PRDGX)
| Performance (1-yr.): 17.12% | Expenses: 0.68% |
| Performance (1-mo.): 1.76% | Total Assets: $3.22B |
#65 Bridgeway Blue Chip 35 Index Fund (BRLIX)
| Performance (1-yr.): 18.47% | Expenses: 0.15% |
| Performance (1-mo.): 2.26% | Total Assets: $451.62M |
#65 Vanguard 500 Index Fund (VFINX)
| Performance (1-yr.): 16.72% | Expenses: 0.17% |
| Performance (1-mo.): 1.91% | Total Assets: $135.79B |
#65 Wilmington Large-Cap Strategy Fund (WMLIX)
| Performance (1-yr.): 16.25% | Expenses: 0.25% |
| Performance (1-mo.): 1.74% | Total Assets: $399.81M |
#68 Davidson Multi-Cap Equity Fund (DFMAX)
| Performance (1-yr.): 17.46% | Expenses: 1.15% |
| Performance (1-mo.): 0.16% | Total Assets: $61.03M |
#68 Vanguard Tax-Managed Capital Appreciation Fund (VTCIX)
| Performance (1-yr.): 16.68% | Expenses: 0.08% |
| Performance (1-mo.): 1.58% | Total Assets: $4.62B |
#70 Fidelity Large Cap Core Enhanced Index Fund (FLCEX)
| Performance (1-yr.): 17.27% | Expenses: 0.45% |
| Performance (1-mo.): 2.38% | Total Assets: $220.36M |
