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Large Blend Funds
This screen looks for top performing, no-load funds that hold a mix of stocks and bonds. It puts a premium on performance relative to risk, and on tax efficiency. These are the types of funds that might appeal to a conservative investor.

 Large Blend Funds
Symbol  Company NameMorningstar Rating Investment Category  1-Year Total Return Manager Tenure Expense Ratio
NPRTXNeuberger Berman Partners Inv2Large Blend76.41110.89
NBPTXNeuberger Berman Partners Tr2Large Blend75.96111.04
OAKLXOakmark Select I3Large Blend74.15131.08
OARLXOakmark Select II1Large Blend74.11131.37
LLPFXLongleaf Partners2Large Blend65.34160.90
GTVVXAIM Basic Value I1Large Blend62.28110.81
GTVYXAIM Basic Value Y2Large Blend61.55111.28
PJGZXJennison Equity Opp Z4Large Blend59.67100.78
PJORXJennison Equity Opp R3Large Blend58.76101.28
LMNVXLegg Mason Cap Mgmt Value I1Large Blend58.34280.74
OAKMXOakmark I4Large Blend58.09101.10
LMVFXLegg Mason Cap Mgmt Value FI1Large Blend57.98281.06
OARMXOakmark II3Large Blend57.75101.47
LMVRXLegg Mason Cap Mgmt Value R1Large Blend57.49281.36
HCMAXHillman Focused Advantage2Large Blend56.8091.48
HAECXHillman Advantage Equity C3Large Blend56.6991.02
HCMTXHillman Advantage Equity3Large Blend56.2591.48
LCBIXAIM Large Cap Basic Value Inst1Large Blend55.95100.71
LCBYXAIM Large Cap Basic Value Y2Large Blend55.72100.98
LCINXAIM Large Cap Basic Value Inv1Large Blend55.24101.23
HCAYXHartford Capital Appreciation Y4Large Blend54.98110.72
ITHTXHartford Capital Appreciation R54Large Blend54.89110.83
LCBRXAIM Large Cap Basic Value R1Large Blend54.81101.48
ITHIXHartford Capital Appreciation I3Large Blend54.77110.81
ITHSXHartford Capital Appreciation R44Large Blend54.36111.12

Page generated 11/25/2009 8:37 PM Eastern Time
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