Top 25 Large Blend Funds Back to Top 25 Lists
Back to Mutual Fund Center
Top 25 funds are ranked by 3 year performance as of 2009-11-06
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 24.25 2.99 --- ---
Parnassus Equity Income - Inv PRBLX LB --- 2000 24.05 2.75 5.42 6.53
Fairholme FAIRX LB --- 2500 27.58 2.16 8.16 ---
Stadion Managed Portfolio A ETFFX LB 5.75 1000 1.30 2.13 --- ---
Stadion Managed Portfolio A Load Waived ETFFX.LW LB --- 1000 1.30 2.13 --- ---
BBH Core Select N BBTEX LB --- 10000 21.25 1.96 5.64 -0.38
First Eagle US Value I FEVIX LB --- 1000000 21.56 1.45 4.94 ---
First Eagle US Value A FEVAX LB 5.00 2500 21.16 1.20 4.69 ---
First Eagle US Value A Load Waived FEVAX.LW LB --- 2500 21.16 1.20 4.69 ---
First Eagle US Value C FEVCX LB --- 2500 20.30 0.44 3.90 ---
AIM Charter I CHTVX LB --- 1000000 25.01 0.39 4.63 0.40
Van Kampen Exchange ACEHX LB --- 0 28.48 0.37 5.00 1.95
JPMorgan US Large Cap Core Plus R5 JCPRX LB --- 0 32.33 0.33 --- ---
Eagle Growth & Income A HRCVX LB 4.75 1000 30.92 0.14 6.09 2.73
Eagle Growth & Income A Load Waived HRCVX.LW LB --- 1000 30.92 0.14 6.09 2.73
JPMorgan US Large Cap Core Plus Select JLPSX LB --- 1000000 32.06 0.12 --- ---
Dividend Growth Trust Rising Div Gr A ICRDX LB 5.75 5000 23.22 0.05 3.39 ---
Dividend Growth Trust Rising Div Gr A LW ICRDX.LW LB --- 5000 23.22 0.05 3.39 ---
ING Index Plus LargeCap Equity X IPXAX LB 3.00 1000 4.04 -0.02 1.36 ---
ING Principal Protection X A LW IPXAX.LW LB --- 1000 4.04 -0.02 1.36 ---
AIM Charter A CHTRX LB 5.50 1000 24.41 -0.04 4.16 -0.06
AIM Charter A Load Waived CHTRX.LW LB --- 1000 24.41 -0.04 4.16 -0.06
TIAA-CREF Life Funds Growth & Income FVUSA00137 LB --- --- 18.27 -0.08 4.68 ---
TIAA-CREF Life Funds Growth & Income FVUSA00137 LB --- --- 18.27 -0.08 4.68 ---
TIAA-CREF Life Funds Growth & Income FVUSA00137 LB --- --- 18.27 -0.08 4.68 ---
*10 year return calculated as of 2009-10-31