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 2009-11-23
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 39.52 3.23 --- ---
Parnassus Equity Income - Inv PRBLX LB --- 2000 39.29 3.00 6.01 6.53
Fairholme FAIRX LB --- 2500 63.17 2.30 8.08 ---
BBH Core Select N BBTEX LB --- 10000 37.19 2.10 5.90 -0.38
First Eagle US Value I FEVIX LB --- 1000000 35.45 1.75 5.16 ---
First Eagle US Value A FEVAX LB 5.00 2500 35.07 1.48 4.89 ---
First Eagle US Value A Load Waived FEVAX.LW LB --- 2500 35.07 1.48 4.89 ---
Stadion Managed Portfolio A ETFFX LB 5.75 1000 1.74 1.42 --- ---
Stadion Managed Portfolio A Load Waived ETFFX.LW LB --- 1000 1.74 1.42 --- ---
Van Kampen Exchange ACEHX LB --- 0 41.36 1.24 5.40 1.95
JPMorgan US Large Cap Core Plus R5 JCPRX LB --- 0 56.08 1.01 --- ---
JPMorgan US Large Cap Core Plus Select JLPSX LB --- 1000000 55.87 0.82 --- ---
First Eagle US Value C FEVCX LB --- 2500 34.16 0.72 4.11 ---
AIM Charter I CHTVX LB --- 1000000 42.56 0.63 5.11 0.40
JPMorgan US Large Cap Core Plus A JLCAX LB 5.25 1000 55.43 0.54 --- ---
JPMorgan US Large Cap Core Plus A LW JLCAX.LW LB --- 1000 55.43 0.54 --- ---
Dividend Growth Trust Rising Div Gr A ICRDX LB 5.75 5000 45.14 0.32 3.58 ---
Dividend Growth Trust Rising Div Gr A LW ICRDX.LW LB --- 5000 45.14 0.32 3.58 ---
Eagle Growth & Income A HRCVX LB 4.75 1000 45.19 0.26 6.39 2.73
Eagle Growth & Income A Load Waived HRCVX.LW LB --- 1000 45.19 0.26 6.39 2.73
AIM Charter A CHTRX LB 5.50 1000 41.85 0.18 4.62 -0.06
AIM Charter A Load Waived CHTRX.LW LB --- 1000 41.85 0.18 4.62 -0.06
JPMorgan US Large Cap Core Plus C JLPCX LB --- 1000 54.73 0.07 --- ---
FBR Pegasus FBRPX LB --- 2000 44.24 0.03 --- ---
Columbia Contrarian Core Z SMGIX LB --- 2500 53.38 -0.05 5.39 1.64
*10 year return calculated as of 2009-10-31