We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
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 to Buy for Marvellous 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.
Fidelity Advisor Growth Opps fund seeks capital growth. FAGOX invests primarily in common stocks of both domestic and foreign issuers.
Fidelity Advisor Growth Opps has three-year annualized returns of 34.7%.Kyle Weaverhas been one of the fund managers of FAGOX since 2015.
Selected American Shares fundseeks to achieve both capital growth and income. SLASX invests the majority of its assets in equity securities issued by large companies with market capitalizations of at least $10 billion that are of high quality and whose shares are selling at attractive prices.
Selected American Shares fund has three-year annualized returns of 25.5%. SLASX has an expense ratio of 0.97%.
Franklin U.S. Small Cap Equity fund invests its net assets in equity securities of U.S. small-cap companies. LMSIX advisors also invest in foreign companies through American Depositary Receipts.
Franklin U.S. Small Cap Equityfundhas three-year annualized returns of 16.2%. As of September 2025, LMSIX held 279 issues with 1.5% of its assets invested in Bloom Energy Corp.
View the Zacks #1 Rank List
Image: Bigstock
3 Large-Cap Blend Mutual Funds to Buy for Marvellous 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.,Fidelity Advisor Growth Opps ((FAGOX - Free Report) ),Selected American Shares ((SLASX - Free Report) ) and Franklin U.S. Small Cap Equity ((LMSIX - 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.
Fidelity Advisor Growth Opps fund seeks capital growth. FAGOX invests primarily in common stocks of both domestic and foreign issuers.
Fidelity Advisor Growth Opps has three-year annualized returns of 34.7%. Kyle Weaver has been one of the fund managers of FAGOX since 2015.
Selected American Shares fund seeks to achieve both capital growth and income. SLASX invests the majority of its assets in equity securities issued by large companies with market capitalizations of at least $10 billion that are of high quality and whose shares are selling at attractive prices.
Selected American Shares fund has three-year annualized returns of 25.5%. SLASX has an expense ratio of 0.97%.
Franklin U.S. Small Cap Equity fund invests its net assets in equity securities of U.S. small-cap companies. LMSIX advisors also invest in foreign companies through American Depositary Receipts.
Franklin U.S. Small Cap Equity fund has three-year annualized returns of 16.2%. As of September 2025, LMSIX held 279 issues with 1.5% of its assets invested in Bloom Energy Corp.
To view the Zacks Rank and the past performance of all large-cap blend mutual funds, investors canclick 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 >>