Grab These 3 Large-Cap Blend Mutual Funds for Fantastic Returns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 25 2024
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Source: NASDAQ.COM
Large-Cap Blend Mutual Funds: Investors seeking a mix of value and growth stocks with lower risk may consider large-cap blend mutual funds, which provide stability and diversification. Notable funds include Fidelity Advisor Diversified Stock Fund, DFA U.S. Social Core Equity 2 Portfolio, and Invesco Growth and Income, all ranked as Strong Buy by Zacks.
Performance and Strategy: Each fund has demonstrated solid annualized returns over three years, with strategies focusing on fundamental analysis, diversified equity portfolios, and income-producing securities, making them appealing options for investors looking to outperform their peers.
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.
