Best Performing Large Blend Mutual Funds January 2013

The best performing large blend mutual funds January 2013 are Smead Value fund, PIMCO Fundamental IndexPLUS TR, Janus Contrarian, Vanguard Capital Value, etc.

Large Blend Funds

Best Performing Large Blend Mutual Funds January 2013
As one of the domestic stock fund categories, large blend mutual fund invests mainly in equities of U.S. companies with large capitalization. It invests in neither growth nor value characteristics. The U.S. large-cap companies have market capitalization range more than $10 billion. It is similar to those of the S&P 500 Index.

The list is compiled based on the fund performance in 2012. The top fund means it managed to rank in top 1% in this mid-cap blend category. You can find other fund information such as expense ratio, review, management, risk, top holdings, fund sector, etc.

Top Stock Mutual Funds

Best performing large blend mutual funds January 2013 are:
  1. Smead Value Investor
  2. PIMCO Fundamental IndexPLUS TR A
  3. PIMCO StocksPLUS Total Return A
  4. Janus Contrarian A
  5. Vanguard Capital Value Inv
  6. Mairs & Power Growth Inv
  7. Touchstone Focused A
  8. Oakmark Select I
  9. Metropolitan West AlphaTrak 500
  10. Oakmark Select II
Updated on 1/19/2013

Smead Value Fund (SMVLX)

This Smead Value Fund is the best performing large blend mutual fund. It invests majority of its assets in the common stocks of large capitalization U.S. companies. The fund managers are William W. Smead and Tony A. Scherrer. The dividend yield is 0.56%. The expense ratio is 1.40%. The holding turnover rate is 16%. The fund’s shares price is $27.99 (1/6/2013).

More: Top 10 Large Growth Mutual Funds 2012

Morningstar ranks this large blend mutual fund with 5 star rating. The year-to-date return is 27.83%. The fund has returned 29.09% over the past year, and 16.78% over the past 3 year. You can buy this fund with $3,000 initial investment from 35 brokerages. The top 3 stocks are eBay Inc, Cabela’s Inc, and Gannett Co Inc.

PIMCO Fundamental IndexPLUS TR Fund (PIXAX)

PIMCO Fundamental IndexPLUS TR Fund has a 12-moth yield of 14.38%. Its objective is to exceed the total return of the S&P 500 Index by investing in derivatives based on Enhanced RAFI US Large Strategy Index. The fund is managed by William H. Gross, also known as Bill Gross. The sales load is 3.75%. The total assets are $1.3 billion. This large blend stock fund has 1.19% expense ratio.

This top performer large blend mutual fund is ranked with 5 stars and silver rating. This stock mutual fund has returned 23.18% over the past 1 year, 18.34% over the past 3 year, and 7.17% over the past 5 year.

PIMCO StocksPLUS Total Return Fund (PTOAX)

This PIMCO StocksPLUS Total Return Fund is also managed by Bill Gross since June 2002. The dividend yield is 7.69%. The total assets are $927 million. The portfolio turnover rate is 601%. The fund’s shares price is $9.13 (1/6/2013). You can buy this fund from 95 brokerages. The 3 year beta risk is 1.05.

Janus Contrarian Fund (JCNAX)

Janus Contrarian Fund is a load mutual fund. In 2012, it has an annual YTD return of 23.62%. Daniel R. Kozlowski is the fund manager. The fund has total assets of $2.5 billion. The yield is 0.61%. The minimum initial investment is $2,500. Its expense ratio is 0.91%.

More: Top Performing Domestic Stock Mutual Funds 2011

Ranked with 1 star rating, this top performer domestic stock fund has returned 3.29% over the past 3 year, and 8.40% over the past decade. The top 3 stocks are St. Joe Corporation, United Continental Holdings Inc, and BP Plc ADR.

Vanguard Capital Value Fund (VCVLX)

The investment objective of Vanguard Capital Value Fund is to provide maximum long term total return. It invests in undervalued stocks across the capitalization spectrum. The expense ratio is 0.47% per year. Peter I. Higgins and David W. Palmer are the fund’s managers. The dividend yield is 1.79%. The fund’s NAV is $11.54.

Best Vanguard Mutual Funds 2012

Morningstar analysts have ranked this top performing large blend mutual fund with Silver rating. It has a YTD return of 22.33%. The fund performance for the past 4 years is as follows:
  • Year 2011: -13.98%
  • Year 2010: 20.20%
  • Year 2009: 81.46%
  • Year 2008: -48.84%

Mairs & Power Growth Fund (MPGFX)

Mairs & Power Growth Fund invests majority of assets in common stocks of U.S. companies. Its total net assets are $2.43 billion. It ranks with 5 stars rating. You can buy this domestic stock fund from 43 brokerages. The yield is 1.58%. The expense ratio fee is only 0.72% per year.

As of October 2012, the top 5 stocks in its portfolio are Valspar Corporation, 3M Co, Target Corp, U.S. Bancorp, and Medtronic Inc. The top 3 sectors are industrials, healthcare, and basic materials.

Disclosure: No Position

Large Funds Performance
NoFund DescriptionTickerYTD Return %Expense Ratio %Assets (mil)
1Smead Value InvestorSMVLX27.831.4133
2PIMCO Fundamental IndexPLUS TR APIXAX26.541.191205
3PIMCO StocksPLUS Total Return APTOAX25.881.04894
4Janus Contrarian AJCNAX23.620.912489
5Vanguard Capital Value InvVCVLX22.330.47651
6Mairs & Power Growth InvMPGFX21.910.722494
7Touchstone Focused ATFOAX21.891.2542
8Oakmark Select IOAKLX21.741.053231
9Metropolitan West AlphaTrak 500MWATX21.410.976
10Oakmark Select IIOARLX21.391.363231


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