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Top 3 Large-Cap Blend Mutual Funds to Boost Your Portfolio
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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.
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 long-term performance history and assure more stability than mid or small caps.
Ultrabull Profund Investor Shares fund seeks investment results twice the daily performance of the S&P 500 Index before fees and expenses by investing in financial instruments that its advisor believes produce daily returns consistent with the fund's investment objective. ULPIX chooses to invest in a float-adjusted, market-capitalization-weighted index of 500 U.S. operating companies and real estate investment trusts based on liquidity, price, market capitalization and financial viability.
Ultrabull Profund Investor Shares fund has three-year annualized returns of 29.5%. As of the end of April 2025, ULPIX has 504 issues and invested 4.9% of its net assets in Apple.
Vanguard Growth and Income Fund seeks capital appreciation along with dividend income greater than the return of the Standard & Poor's 500 Index, by investing most of its net assets in common stocks that are part of the S&P 500 Index. VQNPX advisors use quantitative methods to select a group of stocks that are expected to give a higher total return than that of the index.
Vanguard Growth and Income Fund has three-year annualized returns of 19.7%. VQNPX has an expense ratio of 0.38%.
JPMorgan U.S. Research Enhanced Equity Fund seeks to provide consistently high total returns by investing most of its assets, along with borrowings, if any, in a broadly diversified portfolio of equity securities of large-cap and mid-cap U.S. companies listed on the S&P 500 Index. JDEAX generally invests in companies with risk characteristics similar to the S&P 500 Index.
JPMorgan U.S. Research Enhanced Equity Fund has three-year annualized returns of 19.6%. Raffaele Zingone has been one of the fund managers of JDEAX since July 2002.
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Top 3 Large-Cap Blend Mutual Funds to Boost Your Portfolio
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 long-term performance history and assure more stability than mid or small caps.
Below, we share with you three top-rated large-cap blend mutual funds, viz. Ultrabull Profund Investor Shares (ULPIX - Free Report) , Vanguard Growth and Income Fund (VQNPX - Free Report) and JPMorgan U.S. Research Enhanced Equity Fund (JDEAX - Free Report) . Each has earned a Zacks Mutual Fund #1 Rank (Strong Buy) as we expect these mutual funds to outperform their peers in the future. Investors can click here to see the complete list of funds.
Ultrabull Profund Investor Shares fund seeks investment results twice the daily performance of the S&P 500 Index before fees and expenses by investing in financial instruments that its advisor believes produce daily returns consistent with the fund's investment objective. ULPIX chooses to invest in a float-adjusted, market-capitalization-weighted index of 500 U.S. operating companies and real estate investment trusts based on liquidity, price, market capitalization and financial viability.
Ultrabull Profund Investor Shares fund has three-year annualized returns of 29.5%. As of the end of April 2025, ULPIX has 504 issues and invested 4.9% of its net assets in Apple.
Vanguard Growth and Income Fund seeks capital appreciation along with dividend income greater than the return of the Standard & Poor's 500 Index, by investing most of its net assets in common stocks that are part of the S&P 500 Index. VQNPX advisors use quantitative methods to select a group of stocks that are expected to give a higher total return than that of the index.
Vanguard Growth and Income Fund has three-year annualized returns of 19.7%. VQNPX has an expense ratio of 0.38%.
JPMorgan U.S. Research Enhanced Equity Fund seeks to provide consistently high total returns by investing most of its assets, along with borrowings, if any, in a broadly diversified portfolio of equity securities of large-cap and mid-cap U.S. companies listed on the S&P 500 Index. JDEAX generally invests in companies with risk characteristics similar to the S&P 500 Index.
JPMorgan U.S. Research Enhanced Equity Fund has three-year annualized returns of 19.6%. Raffaele Zingone has been one of the fund managers of JDEAX since July 2002.
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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