Grab These 3 Large-Cap Blend Mutual Funds for Higher Returns

Written by Emily J. Thompson, Senior Investment Analyst

Source: NASDAQ.COM

Updated: Feb 11 2025

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Source: NASDAQ.COM

Large-Cap Blend Mutual Funds: Investors seeking a balance of value and growth with lower risk may consider large-cap blend mutual funds, which provide stability and diversification through investments in companies with market capitalizations over $10 billion. Notable funds include Fidelity Advisor Diversified Stock Fund, Vanguard Growth and Income Fund Investor Shares, and DFA U.S. Social Core Equity 2 Portfolio, all ranked as strong buys.
Performance Highlights: The Fidelity Advisor Diversified Stock Fund has a three-year annualized return of 9.6%, the Vanguard Growth and Income Fund has a return of 9.2% with a low expense ratio, and the DFA U.S. Social Core Equity 2 Portfolio has an 8% return, showcasing their potential for future performance.

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.