3 Large-Cap Blend Mutual Funds to Power Up Your Portfolio

22.08.25 12:01 Uhr

Investors looking for exposure to both value and growth stocks while seeking returns at a lower level of risk may consider large-cap blend mutual funds. Large-cap funds offer more stability than mid- or small-cap funds and are thus safer.Companies with a market capitalization of more than $10 billion are considered large caps. However, due to their significant international exposure, these companies run the risk of being hit by global woes.Blend funds, also called hybrid funds, owe their origin to the graphical representation of their equity-style box. In addition to diversification, blend funds offer a great mix of growth and value investments.Below we share with you three top-ranked large-cap blend mutual funds, namely Fidelity Growth & Income FGRIX, Vanguard Growth and Income Fund VQNPX and American Funds Investment Company of America AIVSX. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds.Fidelity Growth & Income seeks dividend income along with capital appreciation by investing the majority of its net assets in domestic and foreign issues. FGRIX advisors invest in bonds, including low-quality debt securities, otherwise known as junk bonds, as well as stocks, which show prospects for future income and capital appreciation. The fund has returned 17.8% over the past three years.As of February 2025, FGRIX held 163 issues, with 6.9% of its assets invested in Wells Fargo.Vanguard Growth and Income Fund seeks capital appreciation along with dividend income greater than the return of the S&P 500 Index, by investing most of its net assets in common stocks that are part of the index. VQNPX advisors use quantitative methods to select a group of stocks that are expected to give a higher total return than that of the index. The fund has returned 17.4% over the past three years.VQNPX has an expense ratio of 0.38%.American Funds Investment Company of America seeks long-term growth of capital and income, placing great emphasis on future dividends. AIVSX invests in common stocks and holds securities convertible into common stocks, as well as bonds, U.S. government securities, nonconvertible preferred stocks and cash and equivalents. The fund has returned 21.4% over the past three years.James B. Lovelace has been one of the fund managers of AIVSX since 1992.To view the Zacks Rank and the past performance of all large-cap blend mutual funds, investors can click here to see the complete list of large-cap blend mutual funds.Want key mutual fund info delivered straight to your inbox?Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>One Big Gain, Every Trading DayTo help you take full advantage of this market, you’re invited to access every stock recommendation in all our private portfolios - for just $1.Zacks private portfolio services that closed 256 double and triple-digit winners in 2024 alone. That’s about one big gain every day the market was open. Of course, not all our picks are winners, but members have seen recent gains as high as +627% +1,340%, and +1,708%.Imagine how much you could profit with a steady stream of real-time picks from all our services that cover a number of strategies to suit a variety of investing and trading styles.See Stocks Now >>View All Zacks #1 Ranked Mutual FundsWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (VQNPX): Fund Analysis Report Get Your Free (FGRIX): Fund Analysis Report Get Your Free (AIVSX): Fund Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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