We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
3 Large-Cap Blend Mutual Funds for Outstanding Returns
Read MoreHide Full Article
Large-cap blend mutual funds seek to offer value appreciation through capital gains with relatively less volatility, by investing in both value and growth stocks. Blend funds, also known as “hybrid funds,” owe their origin to a graphical representation of a fund’s equity-style box. In addition to diversification, blend funds are great for investors seeking a mix of growth and value.
Meanwhile, significant exposure to large-cap stocks makes these blend funds safer for risk-averse investors than small-cap and mid-cap funds. Companies with a market capitalization above $10 billion are generally considered large-cap firms. Also, these funds are believed to provide a long-term performance history and assure more stability than mid or small caps.
Cambiar Opportunity Portfolio seeks capital growth and preservation by investing primarily in common stocks. CAMOX advisors also invest in common stocks of companies that are relatively large.
Cambiar Opportunity Portfolio has three-year annualized returns of 10.3%. As of July 2023, CAMOX held 36 issues, and 3.5% of its assets were invested in Constellation Brands, Inc.
Voya Corporate Leaders Trust Fund seeks long-term capital growth and income through investment in an equal number of shares of the common stock of a fixed list of 25 American blue-chip corporations. The list is chosen by LEXCX’s advisors.
Voya Corporate Leaders Trust Fund has three-year annualized returns of 18.1%. LEXCX has an expense ratio of 0.47% compared with the category average of 0.94%.
Invesco Growth and Income Fund seeks income and long-term growth of capital by investing in income-producing equity securities, including common stocks and convertible securities. ACGIX advisors also invest in debt securities of various maturities.
Invesco Growth and Income Fund has three-year annualized returns of 13.8%. Sergio Marcheli has been one of the fund managers of ACGIX since 2003.
Image: Bigstock
3 Large-Cap Blend Mutual Funds for Outstanding Returns
Large-cap blend mutual funds seek to offer value appreciation through capital gains with relatively less volatility, by investing in both value and growth stocks. Blend funds, also known as “hybrid funds,” owe their origin to a graphical representation of a fund’s equity-style box. In addition to diversification, blend funds are great for investors seeking a mix of growth and value.
Meanwhile, significant exposure to large-cap stocks makes these blend funds safer for risk-averse investors than small-cap and mid-cap funds. Companies with a market capitalization above $10 billion are generally considered large-cap firms. Also, these funds are believed to provide a long-term performance history and assure more stability than mid or small caps.
Below, we share with you three top-ranked large-cap blend mutual funds, viz., Cambiar Opportunity Portfolio (CAMOX - Free Report) , Voya Corporate Leaders Trust Fund (LEXCX - Free Report) and Invesco Growth and Income Fund (ACGIX - Free Report) . Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds.
Cambiar Opportunity Portfolio seeks capital growth and preservation by investing primarily in common stocks. CAMOX advisors also invest in common stocks of companies that are relatively large.
Cambiar Opportunity Portfolio has three-year annualized returns of 10.3%. As of July 2023, CAMOX held 36 issues, and 3.5% of its assets were invested in Constellation Brands, Inc.
Voya Corporate Leaders Trust Fund seeks long-term capital growth and income through investment in an equal number of shares of the common stock of a fixed list of 25 American blue-chip corporations. The list is chosen by LEXCX’s advisors.
Voya Corporate Leaders Trust Fund has three-year annualized returns of 18.1%. LEXCX has an expense ratio of 0.47% compared with the category average of 0.94%.
Invesco Growth and Income Fund seeks income and long-term growth of capital by investing in income-producing equity securities, including common stocks and convertible securities. ACGIX advisors also invest in debt securities of various maturities.
Invesco Growth and Income Fund has three-year annualized returns of 13.8%. Sergio Marcheli has been one of the fund managers of ACGIX since 2003.
To view the Zacks Rank and the past performance of all large-cap blend mutual funds, investors can click here to see the complete list of large-cap blend mutual funds.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>