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Large-Cap Equity Funds

Large-cap equity funds are mutual funds that provide exposure to the largest stocks in a given market. Typically, these are stocks with market capitalizations above $10 billion. The funds cover a wide range of nations, industries and sectors.

To find out detailed information on Large Cap Equity Funds in the U.S. that are appropriately tagged by our analysts, click the tabs in the table below. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, number of holdings, breakdown of weights by each sector and much more. Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details about the fund managers, and other valuable information. The table can be resorted by clicking the first row of any column. Each fund may be in more than one table on our site because they usually have more than one tag associated with them; for instance, a European equity mutual fund may be tagged as “developed markets”, “equity” and “Europe”.

Last Updated 03/27/20

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Overview

This is a list of Large-Cap Equity Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.

Short-Term Returns

In this table you will find short term historical return data, including 1-year returns and 3-year returns on Large-Cap Equity Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.

Long-Term Returns

This table presents long term historical returns data for Large-Cap Equity Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.

Expenses

This list includes all management costs and other fee information for Large-Cap Equity Funds.

Dividend

This page includes relevant dividend information on Large-Cap Equity Funds.

Managers

The table below illustrates valuable information regarding the primary fund manager for Large-Cap Equity Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in Large-Cap Equity Funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for Large-Cap Equity Funds.

Fund Name	Share Class & Symbol	Fund Company Name	Primary Category	Net Assets ($M USD)	1 Year Return	1 Year Rank in Primary Category	Exp Ratio	Primary Manager Tenure (yrs)
Vanguard Total Stock Market Index Fund	Inv (VTSMX)	Vanguard	U.S. Large-Cap Blend Equity	$840,921.44	-8.26%	27.91%	0.14%	25.18
Vanguard 500 Index Fund	Inv (VFINX)	Vanguard	U.S. Large-Cap Blend Equity	$500,865.38	-6.23%	14.50%	0.14%	3.84
Vanguard Total Intl Stock Idx Fund	Inv (VGTSX)	Vanguard	International and Foreign Large-Cap Blend Equity	$393,915.10	-16.88%	66.38%	0.17%	11.58
Vanguard Total Bond Market Index Fund	Inv (VBMFX)	Vanguard	U.S. Investment-Grade Bond	$269,025.17	4.96%	4.42%	0.15%	7.02
Fidelity® 500 Index Fund	Other (FXAIX)	Fidelity Investments	U.S. Large-Cap Blend Equity	$219,332.03	-6.46%	16.18%	0.02%	11.08
Vanguard Institutional Index Fund	Inst (VINIX)	Vanguard	U.S. Large-Cap Blend Equity	$218,619.01	-7.56%	29.59%	0.04%	19.18
Vanguard Total Bond Market II Index Fund	Inv (VTBIX)	Vanguard	U.S. Investment-Grade Bond	$196,025.26	4.60%	6.20%	0.09%	10.08
American Funds The Growth Fund of America®	A (AGTHX)	American Funds	U.S. Large-Cap Growth Equity	$188,439.10	-8.36%	59.05%	0.63%	26.35
Fidelity® Government Cash Reserves	Other (FDRXX)	Fidelity Investments	Money Market	$165,407.04	0.00%	20.06%	0.38%	13.09
JPMorgan U.S. Government Money Market Fund	Inst (OGVXX)	JPMorgan	Money Market	$159,116.95	0.00%	37.92%	0.21%	10.64
Vanguard Federal Money Market Fund	Inv (VMFXX)	Vanguard	Money Market	$156,457.00	0.00%	73.32%	0.11%	12.18
American Funds American Balanced Fund®	A (ABALX)	American Funds	North America	$155,445.94	-5.23%	37.18%	0.58%	21.18
American Funds EuroPacific Growth Fund®	A (AEPGX)	American Funds	International and Foreign Large-Cap Growth Equity	$154,693.07	-12.64%	80.74%	0.83%	18.59
Fidelity® Government Money Market Fund	Other (FGMXX)	Fidelity Investments	Money Market	$152,107.81	0.00%	15.55%	0.42%	N/A
Vanguard Total International Bond Index Fund	Inv (VTIBX)	Vanguard	International Bond	$149,761.88	1.25%	4.44%	0.13%	6.75
PIMCO Income Fund	Inst (PIMIX)	PIMCO	Multi-Sector Bond	$137,094.56	-9.83%	50.00%	1.05%	12.93
Fidelity® Investments Money Market Funds Government Portfolio	A (FIGXX)	Fidelity Investments	Money Market	$133,785.42	0.00%	60.40%	0.21%	16.68
Vanguard Prime Money Market Fund	Inv (VMMXX)	Vanguard	Money Market	$128,214.48	0.00%	56.93%	0.16%	2.19
Schwab Value Advantage Money Fund®	Inv (SWVXX)	Charles Schwab	Money Market	$125,381.63	0.00%	34.66%	0.42%	12.84
BlackRock Liquidity Funds FedFund	Inst (TFDXX)	BlackRock	Money Market	$123,661.75	0.00%	42.65%	0.19%	14.03