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Buy These 3 Large-Cap Blend Mutual Funds for Amazing Returns
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Investors looking for exposure to both value and growth stocks while seeking returns at a lower level of risk may consider large-cap blend mutual funds. Large-cap funds offer more stability than mid- or small-cap funds and are thus safer.
Companies with a market capitalization of more than $10 billion are considered large caps. However, due to their significant international exposure, these companies run the risk of being hit by global woes.
Blend funds, also called hybrid funds, owe their origin to the graphical representation of their equity-style box. In addition to diversification, blend funds offer a great mix of growth and value investment.
Fidelity Advisor Diversified Stock Fund invests most of its net assets in common stocks of domestic and foreign companies using growth stocks, value stocks, or both strategies. FDESX advisors choose to invest in stocks based on fundamental analysis factors, such as industry position, as well as market and economic conditions.
Fidelity Advisor Diversified Stock Fund has three-year annualized returns of 14.2%. As of the end of March 2025, FDESX had 235 issues and invested 6.8% of its net assets in Apple.
Voya Growth and Income Portfolio fund invests most of its net assets in common stocks of companies. IAVGX advisors choose to invest in companies that, according to them, have the potential for capital appreciation and income growth, or both.
Voya Growth and Income Portfolio fund has three-year annualized returns of 13.5%. IAVGX has an expense ratio of 1.12%.
Cambiar Opportunity Fund Portfolio invests most of its net assets in a diversified portfolio of common stocks of companies with a market capitalization in excess of $10 billion at the time of purchase. CAMOXadvisor constructs the portfolio on the basis of security-by-security basis, keeping the goal of building a portfolio that strikes a balance between the advisor's conviction in an investment and portfolio diversification.
Cambiar Opportunity Fund Portfolio has three-year annualized returns of 9.5%. Brian M. Barish has been one of the fund managers of CAMOX since June 1998.
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Buy These 3 Large-Cap Blend Mutual Funds for Amazing Returns
Investors looking for exposure to both value and growth stocks while seeking returns at a lower level of risk may consider large-cap blend mutual funds. Large-cap funds offer more stability than mid- or small-cap funds and are thus safer.
Companies with a market capitalization of more than $10 billion are considered large caps. However, due to their significant international exposure, these companies run the risk of being hit by global woes.
Blend funds, also called hybrid funds, owe their origin to the graphical representation of their equity-style box. In addition to diversification, blend funds offer a great mix of growth and value investment.
Below, we share with you three large-cap blend mutual funds, viz., Fidelity Advisor Diversified Stock Fund (FDESX - Free Report) , Voya Growth and Income Portfolio (IAVGX - Free Report) and Cambiar Opportunity Fund Portfolio (CAMOX - Free Report) . Each has earned a Zacks Mutual Fund #1 Rank (Strong Buy), as we expect these to outperform their peers in the future. Investors can click here to see the complete list of funds.
Fidelity Advisor Diversified Stock Fund invests most of its net assets in common stocks of domestic and foreign companies using growth stocks, value stocks, or both strategies. FDESX advisors choose to invest in stocks based on fundamental analysis factors, such as industry position, as well as market and economic conditions.
Fidelity Advisor Diversified Stock Fund has three-year annualized returns of 14.2%. As of the end of March 2025, FDESX had 235 issues and invested 6.8% of its net assets in Apple.
Voya Growth and Income Portfolio fund invests most of its net assets in common stocks of companies. IAVGX advisors choose to invest in companies that, according to them, have the potential for capital appreciation and income growth, or both.
Voya Growth and Income Portfolio fund has three-year annualized returns of 13.5%. IAVGX has an expense ratio of 1.12%.
Cambiar Opportunity Fund Portfolio invests most of its net assets in a diversified portfolio of common stocks of companies with a market capitalization in excess of $10 billion at the time of purchase. CAMOXadvisor constructs the portfolio on the basis of security-by-security basis, keeping the goal of building a portfolio that strikes a balance between the advisor's conviction in an investment and portfolio diversification.
Cambiar Opportunity Fund Portfolio has three-year annualized returns of 9.5%. Brian M. Barish has been one of the fund managers of CAMOX since June 1998.
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.
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