3 Large-Cap Blend Mutual Funds for Superb Returns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 08 2024
0mins
Source: NASDAQ.COM
- Large-Cap Blend Mutual Funds: Offer value appreciation with less volatility by investing in both growth and value stocks, originating from a fund's equity style box.
- Top-Ranked Funds: Three large-cap blend mutual funds - Voya Corporate Leaders Trust LEXCX, T. Rowe Price U.S. Equity Research PRCOX, and Elfun Trusts ELFNX - have Zacks Mutual Fund Rank #1 (Strong Buy) and are expected to outperform peers.
- Voya Corporate Leaders Trust (LEXCX): Seeks long-term capital growth and income through investments in American blue-chip corporations, with 11.4% three-year annualized returns.
- T. Rowe Price U.S. Equity Research (PRCOX): Aims for capital appreciation by investing in well-positioned U.S. common stocks, with 10.6% three-year annualized returns and a low expense ratio of 0.44%.
- Elfun Trusts (ELFNX): Focuses on long-term capital growth and future income through U.S. company equity securities, achieving 10.5% three-year annualized returns with William D. Sandow as one of the fund managers since 2019.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
