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 500 Index Admiral | LB | +0.40 | +11.70 | +17.00 | +20.00 | +16.10 | 0.05 | 137,912 |
| Vanguard Total Stock Mkt Idx Inv | LB | +0.50 | +10.50 | +15.90 | +19.80 | +16.30 | 0.17 | 118,054 |
| Vanguard Institutional Index I | LB | +0.40 | +11.80 | +17.10 | +20.00 | +16.10 | 0.04 | 99,609 |
| Fidelity® Contrafund® | LG | +0.50 | +8.10 | +13.80 | +18.00 | +15.60 | 0.69 | 76,128 |
| American Funds Growth Fund of Amer A | LG | +0.70 | +8.40 | +14.60 | +19.60 | +14.40 | 0.66 | 72,136 |
| Dodge & Cox Stock | LV | +0.30 | +8.30 | +14.50 | +23.00 | +16.10 | 0.53 | 58,669 |
| American Funds Invmt Co of Amer A | LB | +0.30 | +12.30 | +17.70 | +19.90 | +14.40 | 0.59 | 57,812 |
| American Funds Washington Mutual A | LV | +0.40 | +9.90 | +14.50 | +18.60 | +15.70 | 0.60 | 51,623 |
| Fidelity Spartan® 500 Index Advtg® | LB | +0.40 | +11.70 | +17.00 | +20.00 | +16.10 | 0.05 | 45,266 |
| American Funds Fundamental Invs A | LB | +0.50 | +7.70 | +13.00 | +18.30 | +14.30 | 0.61 | 43,112 |
| T. Rowe Price Growth Stock | LG | +0.80 | +8.00 | +15.20 | +19.90 | +16.90 | 0.68 | 38,244 |
| Vanguard Instl Ttl Stk Mkt Idx InstlPls | LB | +0.40 | +10.60 | +16.00 | +20.00 | +16.50 | 0.02 | 37,098 |
| Vanguard Windsor™ II Admiral™ | LV | +0.30 | +9.80 | +14.30 | +19.40 | +14.70 | 0.28 | 32,897 |
| Vanguard PRIMECAP Adm | LG | +0.50 | +16.70 | +22.80 | +23.00 | +17.60 | 0.35 | 31,835 |
| T. Rowe Price Equity Income | LV | +0.30 | +6.00 | +9.70 | +17.80 | +14.00 | 0.66 | 27,414 |
| American Funds AMCAP A | LG | +0.90 | +11.60 | +18.10 | +20.60 | +16.30 | 0.68 | 23,642 |
| Fidelity® Growth Company | LG | +1.00 | +11.40 | +17.60 | +20.40 | +18.70 | 0.83 | 23,588 |
| T. Rowe Price Equity Index 500 | LB | +0.40 | +11.50 | +16.80 | +19.70 | +15.80 | 0.27 | 22,963 |
| Vanguard Dividend Growth Inv | LB | +0.40 | +9.90 | +14.00 | +18.20 | +15.10 | 0.33 | 22,666 |
| Harbor Capital Appreciation Instl | LG | +1.00 | +9.50 | +17.00 | +18.40 | +15.60 | 0.64 | 22,513 |
|
3-year and 5-year returns are annualized. 11/06/2014
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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