Large Blend Funds

Large-blend funds 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.

Fund Name

Adjusted Expense Ratio %

12 Month Yield %

Return Rank in Category 3Y %

Return Rank in Category 5Y %

Return Rank in Category 10Y %

AAM/Bahl & Gaynor Income Growth Fund

0.810%

2.134%

87%

76%

86%

AAMA Equity Fund

1.170%

0.651%

88%

82%

—

AB Core Opportunities Fund

1.130%

0.038%

86%

70%

52%

AB Select US Equity Portfolio

1.210%

0.441%

47%

44%

39%

AMF Large Cap Equity Fund

1.710%

0.613%

12%

38%

69%

AMG River Road Large Cap Value Select Fd

0.640%

2.101%

—

AQR Large Cap Defensive Style Fund

0.370%

1.277%

91%

64%

22%

AQR Large Cap Multi-Style Fund

0.400%

1.516%

26%

88%

74%

AXS Thomson Reuters Prvt Eq Ret Trckr Fd

1.500%

0.000%

93%

99%

—

Advisors Capital Active ALL Cap Fund

1.980%

—

Advisors Capital US Dividend Fund

1.940%

0.000%

—

Alger Growth & Income Fund

0.970%

1.210%

20%

17%

45%

Alger Growth & Income Portfolio

0.930%

1.744%

22%

16%

41%

Allspring Disciplined US Core Fund

0.840%

0.748%

32%

56%

40%

Allspring Index Fund

0.250%

1.289%

43%

30%

21%

Allspring Large Cap Core Fund

0.670%

1.111%

16%

70%

40%

AlphaMark Fund

1.570%

0.138%

93%

98%

89%

Amana Income Fund

1.010%

0.897%

74%

55%

81%

AmericaFirst Large Cap Shr Buyback Fund

2.440%

0.000%

91%

97%

—

American Century Equity Growth Fund

0.650%

1.597%

96%

92%

86%

American Century Sustainable Equity Fund

1.040%

0.277%

67%

42%

41%

American Funds Fundamental Invs

0.610%

1.443%

81%

82%

60%

American Funds Invmt Co of Amer

0.580%

1.323%

75%

77%

66%

American Funds Washington Mutual Fund

0.560%

1.837%

60%

61%

56%

American Trust Allegiance Fund

1.290%

1.119%

17%

92%

97%

Archer Focus Fund

0.990%

1.760%

61%

—

Archer Stock Fund

1.230%

0.047%

79%

88%

90%

Aristotle Value Equity Fund

0.690%

1.212%

45%

77%

—

Artisan Select Equity Fund

1.110%

0.216%

69%

—

Aspiration Redwood Fund

2.860%

0.815%

75%

—

Avantis® U.S. Equity Fund

0.150%

1.577%

—

Ave Maria Rising Dividend Fund

0.910%

1.549%

12%

66%

82%

Axs Adaptive Plus Fund

2.100%

—

BFS Equity Fund

1.250%

0.000%

93%

86%

—

BNY Mellon Instl S&P 500 Stk Idx Fd

0.210%

1.424%

40%

27%

18%

BNY Mellon S&P 500 Index Fund

0.500%

1.187%

53%

38%

33%

BNY Mellon Sustainable US Equity Fd

0.740%

0.535%

87%

37%

66%

Barrett Opportunity Fund

1.180%

0.787%

23%

90%

92%

Beck Mack + Oliver Partners Fund

1.000%

0.035%

78%

99%

BlackRock Advantage Large Cap Core Fund

0.480%

1.082%

53%

58%

42%

BlackRock Defensive Advantage US Fund

0.480%

1.407%

—

BlackRock Exchange Portfolio

0.770%

1.129%

27%

56%

BlackRock Sustainable Advantage Lg Cp Cr

0.480%

1.123%

18%

26%

—

Boston Common ESG Impact US Equity Fund

1.000%

0.216%

79%

70%

77%

Boston Trust Equity Fund

0.860%

0.645%

27%

45%

Boston Trust Walden Equity

1.000%

0.657%

59%

25%

47%

Bretton Fund

1.350%

0.000%

62%

20%

77%

Bridge Builder Tax Managed Large Cap Fd

0.340%

—

Bridgeway Aggressive Investors 1 Fund

0.390%

1.415%

71%

100%

98%

Bright Rock Quality Large Cap Fund

0.870%

0.727%

23%

24%

73%

Brown Advisory Equity Income Fund

0.910%

1.484%

84%

71%

90%

Buffalo Dividend Focus Fund

0.930%

0.941%

26%

40%

30%

CCM Core Impact Equity Fund

1.950%

0.000%

81%

77%

86%

CIBC Atlas Disciplined Equity Fund

0.720%

0.844%

86%

33%

20%

CIBC Atlas Equity Income Fund

0.900%

1.835%

80%

15%

83%

Calamos Dividend Growth Fund

1.350%

0.345%

56%

47%

—

Calamos Select Fund

1.150%

0.000%

62%

81%

95%

Calvert US Large Cap Core Rspnb Idx Fd

0.240%

1.061%

54%

15%

Castle Tandem Fund

1.190%

0.515%

97%

—

Catholic Rspnsbl Invst Mlt-Styl US Eq Fd

0.670%

0.542%

—

Catholic Rspnsbl Invstmnts Equity Idx Fd

0.090%

1.471%

—

Centre American Select Equity Fund

1.460%

0.382%

11%

Christopher Weil & Co Core Investment Fd

1.150%

0.000%

31%

ClearBridge Aggressive Growth Fund

1.120%

0.000%

100%

99%

98%

ClearBridge Appreciation Fund

0.930%

0.736%

70%

32%

59%

ClearBridge Dividend Strategy Fund

1.020%

1.702%

67%

49%

78%

ClearBridge Sustainability Leaders Fund

0.850%

0.253%

42%

—

Clipper Fund

0.710%

1.054%

94%

98%

92%

Columbia Contrarian Core Fund

0.720%

0.461%

51%

32%

28%

Columbia Disciplined Core Fund

0.950%

0.678%

49%

61%

39%

Columbia Large Cap Enhanced Core Fund

0.580%

0.996%

16%

43%

13%

Columbia Large Cap Index Fund

0.200%

1.409%

38%

26%

17%

Columbia Select Large Cap Equity Fund

0.550%

0.886%

57%

37%

16%

Copeland Dividend Growth Fund

1.200%

0.737%

28%

59%

58%

Crawford Large Cap Dividend Fund

0.920%

1.608%

88%

74%

94%

DCM/INNOVA High Eq Inc Innovt

1.530%

6.264%

98%

—

DFA Enhanced US Large Company Port

0.150%

1.619%

71%

54%

41%

DFA US Core Equity 1 Portfolio

0.140%

1.470%

53%

43%

DFA US Core Equity II Fund

0.180%

1.436%

61%

57%

DFA US Hi Relatv Profitability Portfolio

0.230%

1.597%

38%

10%

—

DFA US Large Cap Equity Portfolio

0.130%

1.455%

20%

41%

—

DFA US Large Company Portfolio

0.080%

1.406%

32%

22%

13%

DFA US Social Core Equity 2 Portfolio

0.210%

1.278%

72%

71%

DFA US Sustainability Core 1 Portfolio

0.170%

1.329%

12%

32%

25%

DWS Core Equity Fund

0.560%

0.889%

42%

51%

25%

DWS ESG Core Equity Fd

0.550%

1.083%

68%

82%

DWS Equity 500 Index Fund

0.200%

1.315%

40%

24%

18%

DWS Equity Sector Strategy Fund

0.480%

1.723%

94%

96%

100%

DWS S&P 500 Index Fund

0.270%

1.194%

43%

28%

22%

Dana Epiphany ESG Equity Fund

0.850%

1.046%

83%

86%

91%

Dana Large Cap Equity Fund

0.980%

1.119%

82%

83%

75%

Davidson Multi-Cap Equity Fund

1.150%

0.230%

51%

Davis New York Venture Fund

0.910%

1.454%

92%

97%

93%

Davis Opportunity Fund

0.940%

0.397%

75%

95%

78%

Dearborn Partners Rising Dividend Fund

0.950%

1.189%

89%

34%

—

Delaware Ivy Core Equity Fund

1.750%

0.000%

60%

47%

79%

Destinations Large Cap Equity Fund

0.800%

0.541%

68%

75%

—

DoubleLine Shiller Enhanced CAPE®

0.540%

4.255%

30%

69%

—

Eaton Vance Dividend Builder Fund

1.000%

1.846%

75%

57%

69%

Eaton Vance Stock Fund

0.980%

0.555%

77%

44%

47%

Large Blend Funds

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