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3 Large-Cap Blend Mutual Funds for Spectacular Returns

Large-cap blend mutual funds seek to offer value appreciation through capital gains with relatively less volatility by investing in both value and growth stocks. Blend funds, also known as “hybrid funds,” owe their origin to a graphical representation of a fund’s equity style box. In addition to diversification, blend funds are great for investors seeking a mix of growth and value.

Meanwhile, significant exposure to large-cap stocks makes these blend funds safer for risk-averse investors than small-cap and mid-cap funds. Companies with a market capitalization above $10 billion are generally considered large-cap firms. Also, these funds are believed to provide long-term performance history and assure more stability than mid or small caps.

Below we share with you three top-ranked large-cap blend mutual funds, namely Voya Corporate Leaders Trust Fund Series B LEXCX, Government Street Equity Fund GVEQX and Vanguard Dividend Growth Fund Investor Shares VDIGX. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds.

Voya Corporate Leaders Trust Fund Series B invests in an equal number of shares of common stock of certain American blue-chip corporations. LEXCX has returned 16.3% over the past three years.

As of December 2021, LEXCX held 19 issues, with 44.1% of its assets invested in Union Pacific Corp.

Government Street Equity Fund invests the majority of its net assets in common stocks and shares of ETFs that invest primarily in common stocks, and its portfolio consists of securities whose market cap falls within the range of the S&P 500A Index. GVEQX has returned 21.4% over the past three years.

GVEQX has an expense ratio of 0.92% compared with the category average of 0.99%.

Vanguard Dividend Growth Fund Investor Shares invests primarily in stocks that tend to offer current dividends. VDIGX focuses on large-cap companies that have prospects for long-term total returns as a result of increased earnings and dividends over time. The fund has returned 16.4% over the past three years.

Donald J. Kilbride has been one of the fund managers of VDIGX since 2006.

To view the Zacks Rank and the past performance of all large-cap blend mutual funds, investors can click here to see the complete list of large-cap blend mutual funds.

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