Mutual Funds
Large-Capitalization Stock Funds
| Fund name | Type | % total returns | Expense ratio |
Assets (mil.$) |
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|---|---|---|---|---|---|---|---|---|
| Daily | YTD | 1 year | 3 years | 5 years | ||||
| Vanguard Total Stock Mkt Idx Inv | LB | +1.30 | +6.00 | +12.40 | +18.90 | +15.10 | 0.17 | 114,754 |
| Vanguard 500 Index Admiral | LB | +1.20 | +7.20 | +14.00 | +18.90 | +14.90 | 0.05 | 113,827 |
| Vanguard Institutional Index I | LB | +1.20 | +7.20 | +14.00 | +18.90 | +14.90 | 0.04 | 96,358 |
| Fidelity® Contrafund® | LG | +1.40 | +4.70 | +10.60 | +17.70 | +14.70 | 0.69 | 76,137 |
| American Funds Growth Fund of Amer A | LG | +1.40 | +5.00 | +11.20 | +19.00 | +13.40 | 0.66 | 72,136 |
| Dodge & Cox Stock | LV | +1.60 | +4.60 | +12.20 | +21.90 | +15.00 | 0.53 | 58,690 |
| American Funds Invmt Co of Amer A | LB | +1.20 | +8.40 | +15.20 | +18.70 | +13.50 | 0.59 | 57,812 |
| American Funds Washington Mutual A | LV | +1.20 | +5.60 | +11.90 | +17.20 | +14.80 | 0.60 | 51,623 |
| Fidelity Spartan® 500 Index Advtg® | LB | +1.20 | +7.20 | +14.00 | +18.80 | +14.90 | 0.05 | 43,417 |
| American Funds Fundamental Invs A | LB | +1.30 | +3.80 | +10.10 | +17.40 | +13.00 | 0.61 | 43,112 |
| T. Rowe Price Growth Stock | LG | +1.80 | +4.40 | +12.10 | +20.00 | +16.00 | 0.68 | 38,244 |
| Vanguard Instl Ttl Stk Mkt Idx InstlPls | LB | +1.30 | +6.20 | +12.60 | +19.10 | +15.30 | 0.02 | 36,007 |
| Vanguard Windsor™ II Admiral™ | LV | +1.20 | +5.50 | +11.40 | +18.30 | +13.80 | 0.28 | 32,322 |
| Vanguard PRIMECAP Adm | LG | +1.40 | +11.20 | +18.20 | +21.30 | +16.40 | 0.35 | 30,982 |
| T. Rowe Price Equity Income | LV | +1.00 | +2.40 | +7.50 | +16.70 | +12.80 | 0.66 | 27,414 |
| American Funds AMCAP A | LG | +1.30 | +7.30 | +13.90 | +19.70 | +15.20 | 0.70 | 23,642 |
| T. Rowe Price Equity Index 500 | LB | +1.20 | +7.00 | +13.70 | +18.60 | +14.70 | 0.27 | 22,963 |
| T. Rowe Price Blue Chip Growth | LG | +1.80 | +4.50 | +12.60 | +20.50 | +16.60 | 0.73 | 22,379 |
| Vanguard Dividend Growth Inv | LB | +1.10 | +5.40 | +11.80 | +16.50 | +14.30 | 0.33 | 21,883 |
| Harbor Capital Appreciation Instl | LG | +1.70 | +5.70 | +13.40 | +18.20 | +14.70 | 0.64 | 21,817 |
|
3-year and 5-year returns are annualized. 10/23/2014
Leaders and laggards are among funds with at least $50 million in assets and include no more than one class of any fund. Fund types in this category: LB Large Blend. LG Large Growth. LV Large Value. NA Not available. YTD Year to date. |
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