Top Large Blend Mutual Funds 2014

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Top large blend mutual funds 2014 are Upright Growth Fund, Franklin Focused Core Equity Fund, Oakmark Select Fund, Vanguard Capital Value Fund, etc.

Large Blend Funds

Top Large Blend Mutual Funds 2014Large blend funds are part of U.S. stock funds. For large cap funds, there are three main types. They are large blend, large growth, and large value. These funds invest based on its investment style such as value, growth, and blend. You can buy these funds for your core investment in your brokerage or traditional IRA or Roth IRA or 401k plan.

Large blend funds invest in neither growth nor value stocks. These funds invest mainly in U.S. large companies with more than $10 billion market capitalization. Most of the companies are listed in stock exchange such as NYSE, NASDAQ, etc. Investing risks include market risk, investment style risk, etc.

Best Mutual Funds

The list is compiled based on the fund year-to-date performance in 2014. The top fund means it managed to rank in top 1% in this large-cap blend category. You can find other fund information such as expense ratio, review, management, risk, top holdings, fund sector, etc.

Top large blend mutual funds 2014 are:
  1. Upright Growth Fund (UPUPX)
  2. Saratoga Large Capitalization Value Fund (SLVYX)
  3. Invesco Exchange Fund (ACEHX)
  4. Franklin Focused Core Equity Fund (FCEQX)
  5. Oakmark Select Fund I (OAKLX)
  6. Oakmark Select Fund II (OARLX)
  7. Vanguard Capital Value Fund (VCVLX)
  8. TCW Concentrated Value Fund (TGFVX)
  9. Leuthold Select Industries Fund (LSLTX)
  10. UBS U.S. Large Cap Equity Fund (BNEQX)
  11. Epiphany Faith and Family Values Fund (EPVAX)
  12. Sterling Capital Large Cap Value Diversified Fund (BBTGX)
Updated on 7/21/2014

Upright Growth Fund (UPUPX)

Upright Growth Fund uses its assets to purchase common stock, preferred stock, and convertible securities of publicly-traded United States domiciled companies. With $12 million of assets, it has a high expense fee of 2.17%. This no load fund has low portfolio turnover rate of 5%. The fund manager is David Y.S. Chiueh.

More: Top PIMCO Mutual Funds

Morningstar has ranked this top large blend mutual fund with 3 stars rating. In 2014, this U.S. stock fund has year-to-date return of 14.25%. The 3 year average return is 19.87%. Top 3 stocks in its portfolio are Apple Inc, Silicon Motion Technology Corp ADR, and Manitowoc Co Inc. Top 2 sectors are technology, and industrials.

Franklin Focused Core Equity Fund (FCEQX)

Franklin Focused Core Equity Fund is a 3 star mutual fund. This mutual fund has a sales load of 5.75%. Its expense fee is 1.19%. The investment style is large growth. The fund managers are Brent Loder and Chris Anderson. The current yield is 0.52%.

You can buy this top large blend mutual fund with initial investment of $1,000 for brokerage and $250 for retirement account (IRA). You can buy from 58 brokerages such as Td Ameritrade Inc, Vanguard, Raymond James, Firstrade, and JPMorgan NTF. For the past 1 year, it has total return of 32.20%.

Oakmark Select Fund I (OAKLX)

Oakmark Select Fund objective is to provide long term capital growth. This large blend fund investment mainly in common stocks of U.S. companies. It is managed by William C. Nygren, Anthony P. Coniaris, and Thomas W. Murray. This popular fund has $5.8 billion of assets. This no load fund has expense fee of 1.01%.

This best large blend mutual fund is rated with gold rating by Morningstar. It has returned 20.06% over the past 3 year, and 23.58% over the past 5 year. In 2014, the YTD return is 12.93%.

Vanguard Capital Value Fund (VCVLX)

Vanguard Capital Value Fund invests mainly in undervalued U.S. stocks. It has a dividend yield of 0.64%. This Vanguard fund has total assets of $2.0 billion. Its expense fee is 0.41%. This U.S. stock fund is managed by Peter I. Higgins and David W. Palmer.

More: Best Performing Large Blend Mutual Funds January 2013

This top large blend fund has 3 year annualized return of 17.67%. Top 5 stocks in its holdings are Merck & Co Inc, Groupon Inc, Pioneer Natural Resources Co, Cobalt International Energy Inc, and SunEdison Inc. Top 3 sectors are technology, energy, and healthcare.

TCW Concentrated Value Fund (TGFVX)

TCW Concentrated Value Fund has total net assets of $10.7 million. Its expense fee is 1.14%. This equity fund has yield of 0.41%. The current share price is $18.79. It is ranked with 2 star rating. It has returned 30.54% over the past 1 year, and 15.69% over the past 3 year.

Mutual Fund Performance


NoFund NameTickerYTD Return %Expense Ratio %Price
1Upright Growth FundUPUPX16.012.1813.84
2Saratoga Large Capitalization Value Fund Class ASLVYX15.361.5322.76
3Invesco Exchange FundACEHX13.930.67630.59
4Franklin Focused Core Equity Fund Class AFCEQX12.951.1514.3
5Oakmark Select Fund Class IOAKLX12.930.9845.24
6Oakmark Select Fund Class IIOARLX12.791.2844.88
7Vanguard Capital Value Fund Investor SharesVCVLX12.710.4116.23
8TCW Concentrated Value Fund Class NTGFVX12.111.1318.79
9Leuthold Select Industries FundLSLTX11.451.621.03
10UBS U.S. Large Cap Equity Fund Class ABNEQX11.241.225.34
11Epiphany Faith and Family Values Fund Class AEPVAX11.211.513.11
12Sterling Capital Large Cap Value Diversified Fund ABBTGX10.761.0617.31
13Cohen & Steers Dividend Value Fund Class ADVFAX10.7116.98
14Scharf Fund Investor ClassLOGIX10.561.2539.17
15Prudential Jennison Equity Opportunity Fund Class APJIAX10.531.0722.56
16Glenmede Large Cap Core PortfolioGTLOX10.520.8421.37
17American Century Investments Legacy Focused Large Cap Fund Investor ClassACFOX10.481.116.55
18Nuveen Concentrated Core Fund Class ANCADX10.41.2225.91

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