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3 Strong Buy Large-Cap Blend Mutual Funds to Consider
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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 investment.
Meanwhile, significant exposure to large-cap stocks makes these blend funds safer options for risk-averse investors, when compared to small-cap and mid-cap funds. Companies with market capitalization above $10 billion are generally considered as large-cap firms. Also, these funds are believed to provide long-term performance history and assure more stability than what mid or small caps offer.
American Century Equity Growth A (BEQAX - Free Report) seeks appreciation of capital for the long term. BEQAX invests a bulk of its assets in common stocks of companies, selected on the basis of quantitative management techniques in a two-step process. American Century Equity Growth A returned 3.9% in the last three-month period.
BEQAX has an expense ratio of 0.92% compared with the category average of 1.01%.
DFA Tax-Managed US Equity invests the lion’s share of its assets in wide group of securities issued by domestic companies using a market capitalization weighted approach. DTMEX seeks long-term growth of capital while reducing federal income taxes on returns. DFA Tax-Managed US Equity returned 4% in the last three-month period.
Jed Fogdall is one of the fund managers of DTMEX since 2012.
Fidelity Advisor Large Cap Fund Class A (FALAX - Free Report) seeks capital growth for the long run. FALAX invests its assets heavily in equity securities of large-cap companies that are included in the Russell 1000 Index or the S&P 500 Index. The fund invests in U.S. as well as non-U.S. companies. FALAX invests in either "value" stocks or "growth" stocks or in both. Fidelity Advisor Large Cap Fund Class A returned 2.6% in the last three-month period.
As of March 2017, FALAX held 181 issues, with 3.43% of its assets invested in Apple Inc.
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3 Strong Buy Large-Cap Blend Mutual Funds to Consider
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 investment.
Meanwhile, significant exposure to large-cap stocks makes these blend funds safer options for risk-averse investors, when compared to small-cap and mid-cap funds. Companies with market capitalization above $10 billion are generally considered as large-cap firms. Also, these funds are believed to provide long-term performance history and assure more stability than what mid or small caps offer.
Below we share with you three top-ranked large-cap blend mutual funds. 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 large-cap blend funds, their Zacks Rank and past performance.
American Century Equity Growth A (BEQAX - Free Report) seeks appreciation of capital for the long term. BEQAX invests a bulk of its assets in common stocks of companies, selected on the basis of quantitative management techniques in a two-step process. American Century Equity Growth A returned 3.9% in the last three-month period.
BEQAX has an expense ratio of 0.92% compared with the category average of 1.01%.
DFA Tax-Managed US Equity invests the lion’s share of its assets in wide group of securities issued by domestic companies using a market capitalization weighted approach. DTMEX seeks long-term growth of capital while reducing federal income taxes on returns. DFA Tax-Managed US Equity returned 4% in the last three-month period.
Jed Fogdall is one of the fund managers of DTMEX since 2012.
Fidelity Advisor Large Cap Fund Class A (FALAX - Free Report) seeks capital growth for the long run. FALAX invests its assets heavily in equity securities of large-cap companies that are included in the Russell 1000 Index or the S&P 500 Index. The fund invests in U.S. as well as non-U.S. companies. FALAX invests in either "value" stocks or "growth" stocks or in both. Fidelity Advisor Large Cap Fund Class A returned 2.6% in the last three-month period.
As of March 2017, FALAX held 181 issues, with 3.43% of its assets invested in Apple Inc.
To view the Zacks Rank and past performance of all large-cap blend Mutual Funds, investors can click here to see the complete list of funds.
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