The best large cap blend stock mutual funds 2011 ranked by:
- Morningstar’s Category Group “Large Blend”
- Minimum Initial Investment 1$
- Maximum Initial Investment $5,000
- Not A Load Waived Mutual Fund (generally for retirement plans)
- Not An Institutional Mutual Fund (generally for institutions)
- Not A Retirement Share Class
There are 827 large cap blend stock mutual funds in the group for 2011. We put the requirements above on our research to make sure the mutual funds noted are available to all investors.
The top 10 performing large cap blend stock mutual funds for 2011 are:
#1. Sequoia
13.19%
Ticker SEQUX | Share Class No Load | Large Blend
Investment Objective and Strategy
The investment seeks long-term growth of capital. The fund focuses principally on common stocks that it believes are undervalued at the time of purchase and have the potential for growth. While the fund normally invests in U.S. companies, it also may invest in foreign securities. It may invest in securities of issuers with any market capitalization. The fund is non-diversified.
#2. Pear Tree Quality Ordinary
+12.78%
Ticker USBOX | Share Class Other | Large Blend
Investment Objective and Strategy
The investment seeks long-term growth of capital. The fund invests at least 80% of net assets (plus any borrowings for investment purposes) in common stocks of U.S. issuers. It principally invests in stocks of large companies, that is, companies with a market capitalization of greater than $1 billion at time of purchase. The fund is non-diversified.
#3. Vice A
+10.82%
Ticker VICAX | Share Class A | Large Blend
Investment Objective and Strategy
The investment seeks long-term growth of capital. The fund invests primarily in equity securities of small, medium and large capitalization companies, which include U.S. issuers and foreign issuers, including those who securities are traded in foreign jurisdictions, as well as those whose securities are traded in the U.S. as American Depositary Receipts (“ADRs”). It normally invests at least 80% of net assets in equity securities of companies that derive a significant portion of their revenues from alcohol, tobacco, gaming and defense/aerospace industries. The fund is non-diversified.
#4. Vice Investor
+10.82%
Ticker VICEX | Share Class Inv | Large Blend
Investment Objective and Strategy
The investment seeks long-term growth of capital. The fund invests primarily in equity securities of small, medium and large capitalization companies, which include U.S. issuers and foreign issuers, including those who securities are traded in foreign jurisdictions, as well as those whose securities are traded in the U.S. as American Depositary Receipts (“ADRs”). It normally invests at least 80% of net assets in equity securities of companies that derive a significant portion of their revenues from alcohol, tobacco, gaming and defense/aerospace industries. The fund is non-diversified.
#5. Vice C
+9.96%
Ticker VICCX | Share Class C | Large Blend
Investment Objective and Strategy
The investment seeks long-term growth of capital. The fund invests primarily in equity securities of small, medium and large capitalization companies, which include U.S. issuers and foreign issuers, including those who securities are traded in foreign jurisdictions, as well as those whose securities are traded in the U.S. as American Depositary Receipts (“ADRs”). It normally invests at least 80% of net assets in equity securities of companies that derive a significant portion of their revenues from alcohol, tobacco, gaming and defense/aerospace industries. The fund is non-diversified.
#6. Geneva Advisors Equity Income R
+9.60%
Ticker GNERX | Share Class Inv | Large Blend
Investment Objective and Strategy
The investment seeks current income, with a secondary objective of modest capital appreciation. The fund invests in publicly traded securities without regard to market capitalizations. It may invest in preferred stocks, real estate investment trusts, master limited partnerships, and convertible securities. The fund invests up to 30% of the net assets in securities of “foreign issuers.” It may invest up to 25% of net assets in securities of “foreign issuers” of companies located in emerging markets.
#7. Vanguard Dividend Growth Inv
+9.43%
Ticker VDIGX | Share Class Inv | Large Blend
Investment Objective and Strategy
The investment seeks to provide, primarily, a growing stream of income over time and, secondarily, long-term capital appreciation and current income. The fund invests primarily in stocks that tend to offer current dividends. It focuses on high-quality companies that have prospects for long-term total returns as a result of their ability to grow earnings and their willingness to increase dividends over time. These stocks typically—but not always—will be large-cap, will be undervalued relative to the market, and will show potential for increasing dividends. The fund will be diversified across industry sectors.
#8. Catalyst Groesbeck Growth of Income A
+9.25%
Ticker CGGAX | Share Class A | Large Blend
Investment Objective and Strategy
The investment seeks to provide current income that increases over time, and as a secondary objective, capital appreciation. The fund invests primarily in dividend-paying common stock of large capitalization companies. Large capitalization companies as those with a market capitalization of $5 billion or more. The fund generally invests in common stocks that offer dividend yields above the market average and often show promise for future dividend increases. It is non-diversified
#9. Dreyfus Tax Managed Growth A
+9.22%
Ticker DTMGX | Share Class A | Large Blend
Investment Objective and Strategy
The investment seeks long-term capital appreciation consistent with minimizing realized capital gains and taxable current income. The fund normally invests at least 80% of net assets, plus any borrowings for investment purposes, in common stocks and employs a tax-managed strategy, which is an approach to managing a fund that seeks to reduce current tax liabilities. It seeks to minimize taxable distributions, particularly short-term capital gains and current income, which are taxed at a higher rate than long-term capital gains. The fund attempts to enhance after-tax returns by minimizing its annual taxable distributions to shareholders.
#10. Catalyst Groesbeck Growth of Income C
+8.54%
Ticker CGGCX | Share Class C | Large Blend
Investment Objective and Strategy
The investment seeks to provide current income that increases over time, and as a secondary objective, capital appreciation. The fund invests primarily in dividend-paying common stock of large capitalization companies. Large capitalization companies as those with a market capitalization of $5 billion or more. The fund generally invests in common stocks that offer dividend yields above the market average and often show promise for future dividend increases. It is non-diversified.
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