Best Mutual Funds: Top Performing Large Cap Blend Funds

Investing, Investments

NerdWallet examined all 7,000+ mutual funds that were in existence for the full decade ending December 31, 2012.  Below are the top performing large cap blend (growth & value) funds of that ten year time period.  Past performance is not necessarily indicative of future results.

Fund Name Symbol Annual Return Annual Volatility Assets Under Management Expense Ratio
Leuthold Select Industries LSLTX 10.90% 20% 13,044,976 1.60%
Vice Investor VICEX 10.67% 19% 107,073,575 1.76%
MassMutual Select Focused Value MFVSX 10.52% 22% 694,180,351 0.80%
Eaton Vance Dividend Builder EVTMX 10.49% 18% 1,074,041,102 1.09%
Fidelity Capital Appreciation FDCAX 9.88% 19% 6,224,294,929 0.95%
First Eagle US Value FEVAX 9.66% 12% 3,001,964,352 1.17%
BBH Core Select BBTEX 9.54% 14% 3,564,302,508 1.00%
Croft Value CLVFX 9.15% 21% 287,157,639 1.28%
Vanguard Dividend Growth VDIGX 9.09% 14% 11,667,040,088 0.31%
INTECH U.S. Core JLCIX 8.41% 16% 346,318,944 1.16%
Manning & Napier Equity EXEYX 8.37% 18% 1,373,198,510 1.05%
Fidelity Value Discovery FVDFX 8.35% 19% 458,311,660 0.87%
MFS Research MFRFX 8.33% 17% 2,889,109,845 0.90%
Principal Capital Appreciation CMNCX 8.27% 18% 1,770,507,515 1.82%
Invesco Van Kampen Exchange ACEHX 8.17% 18% 58,955,157 0.52%
MFS Core Equity MRGAX 8.03% 18% 895,579,833 1.15%
MFS Blended Research Core Equity MUEAX 8.02% 17% 148,592,406 0.90%
JPMorgan Disciplined Equity Select JDESX 7.77% 17% 1,192,574,039 0.60%
Fidelity Large Cap Stock FLCSX 7.66% 20% 1,237,630,802 1.02%
Fidelity Advisor Large Cap FALGX 7.45% 20% 1,310,663,327 1.53%


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