Top 25 Large Blend Funds Back to Top 25 Lists
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Top 25 funds are ranked by 3 year performance as of 2009-11-20
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Parnassus Equity Income - Inst PRILX LB --- 100000 45.11 2.75 --- ---
Parnassus Equity Income - Inv PRBLX LB --- 2000 44.89 2.51 5.80 6.53
Fairholme FAIRX LB --- 2500 71.11 2.45 7.98 ---
BBH Core Select N BBTEX LB --- 10000 42.55 1.92 5.57 -0.38
Stadion Managed Portfolio A ETFFX LB 5.75 1000 1.63 1.55 --- ---
Stadion Managed Portfolio A Load Waived ETFFX.LW LB --- 1000 1.63 1.55 --- ---
First Eagle US Value I FEVIX LB --- 1000000 39.94 1.48 5.10 ---
First Eagle US Value A FEVAX LB 5.00 2500 39.60 1.21 4.85 ---
First Eagle US Value A Load Waived FEVAX.LW LB --- 2500 39.60 1.21 4.85 ---
Van Kampen Exchange ACEHX LB --- 0 51.05 1.02 5.33 1.95
JPMorgan US Large Cap Core Plus R5 JCPRX LB --- 0 64.13 0.71 --- ---
AIM Charter I CHTVX LB --- 1000000 49.05 0.48 4.97 0.40
JPMorgan US Large Cap Core Plus Select JLPSX LB --- 1000000 63.70 0.48 --- ---
First Eagle US Value C FEVCX LB --- 2500 38.57 0.44 4.07 ---
JPMorgan US Large Cap Core Plus A JLCAX LB 5.25 1000 63.36 0.24 --- ---
JPMorgan US Large Cap Core Plus A LW JLCAX.LW LB --- 1000 63.36 0.24 --- ---
Dividend Growth Trust Rising Div Gr A ICRDX LB 5.75 5000 49.81 0.11 3.54 ---
Dividend Growth Trust Rising Div Gr A LW ICRDX.LW LB --- 5000 49.81 0.11 3.54 ---
AIM Charter A CHTRX LB 5.50 1000 48.22 0.02 4.49 -0.06
AIM Charter A Load Waived CHTRX.LW LB --- 1000 48.22 0.02 4.49 -0.06
Eagle Growth & Income A HRCVX LB 4.75 1000 49.00 -0.03 6.21 2.73
Eagle Growth & Income A Load Waived HRCVX.LW LB --- 1000 49.00 -0.03 6.21 2.73
FBR Pegasus FBRPX LB --- 2000 50.30 -0.22 --- ---
AIM Charter R CHRRX LB --- 0 47.85 -0.23 4.23 ---
JPMorgan US Large Cap Core Plus C JLPCX LB --- 1000 62.44 -0.26 --- ---
*10 year return calculated as of 2009-10-31