Top Large Cap Stocks Mutual Funds 2015: YTD Performance

Find top large cap stocks mutual funds in 2015 based on its YTD performance. Find best funds for large growth, large blend, and large value mutual fund.

Equity Funds

Large cap stock funds are investing mainly in U.S. companies with big market capitalization, 10 billion or more of assets. Depending on the management style, the fund may invest in value stocks or growth stocks or mix of both stocks. They may provide some dividend yield for income.

From this best performing funds list, you may find each individual fund review. The fund is sorted based on its year to date returns (up to August 9, 2015). Whether it is for your brokerage account or retirement account or 401k plan, you need to find the right fund for your long term plan. You can find the fund performance, expense ratio, and yield or dividend from the table below.

Large Growth

Large-growth mutual funds invest in big U.S. companies or corporations that are projected to grow faster than other large-cap stocks.
Growth is defined based on fast growth and high valuations.

Best performing large growth mutual funds in 2015 are:

No	Fund Name	Ticker	YTD Return %	Expense Fee %
1	Scotia Dynamic U.S. Growth Fund Class I	DWUGX	18.37	0.84
2	Morgan Stanley Institutional Fund, Inc. Opportunity Portfolio Class A	MEGPX	17.86	1.23
3	Sequoia Fund	SEQUX	15.65	1.00
4	John Hancock Funds Technical Opportunities Fund Class A	JTCAX	12.72	1.68
5	The Hartford Growth Opportunities Fund Class A	HGOAX	12.72	1.12
6	JPMorgan Growth Advantage Fund Class A	VHIAX	12.70	1.25
7	Brown Advisory Sustainable Growth Fund Investor Shares	BIAWX	12.58	0.90
8	Dunham Focused Large Cap Growth Fund Class A	DAFGX	12.34	1.46
9	Janus Forty Fund Class A	JDCAX	12.16	1.01
10	Polen Growth Fund Retail Class	POLRX	12.03	1.25
11	RidgeWorth Aggressive Growth Stock Fund Class A	SAGAX	11.96	1.45

Sequoia Fund

This Sequoia fund has no yield. It has an expense fee of 1.00%. The total net assets are $8.9 billion. There is no yield. The portfolio turnover rate is 8%. The minimum investment is $1,000. This fund invests mainly in equity securities of U.S. and non-U.S. companies.

Morningstar has ranked this large growth fund with 5 stars and gold rating. In 2015, the year-to-date return of 17.18%. This top mutual fund has returned 19.73% over the past 3 year, and 19.23% over the past 5 years.

Large Value

Large value mutual funds utilize their assets to purchase stocks of big U.S. companies that are less expensive or growing more slowly than other large-cap stocks. Value is defined based on low valuations and slow growth.

Best performing large value mutual funds in 2015 are:

No	Fund Name	Ticker	YTD Return %	Expense Fee %
1	Diamond Hill Select Fund Class A	DHTAX	7.56	1.20
2	Touchstone Focused Fund Class A	TFOAX	6.34	1.20
3	INTECH U.S. Managed Volatility Fund Class A	JRSAX	5.47	1.07
4	Invesco Diversified Dividend Fund Investor Class	LCEIX	5.20	0.81
5	DoubleLine Shiller Enhanced CAPE Class N	DSENX	4.22	0.87
6	Frost Value Equity Fund Investor Class Shares	FADVX	4.17	1.06
7	Oppenheimer Dividend Opportunity Fund Class A	OSVAX	4.07	1.15
8	SEI Institutional Investments Trust U.S. Managed Volatility Fund Class A	SVYAX	4.01	0.23
9	SEI Institutional Managed Trust Tax-Managed Volatility Fund Class A	TMMAX	3.98	1.00
10	Meridian Equity Income Fund Investor Class	MRIEX	3.89	1.35
11	Federated Strategic Value Dividend Fund Class A Shares	SVAAX	3.69	1.05
12	Hotchkis & Wiley Value Opportunities Fund Class A	HWAAX	3.64	1.20

Meridian Equity Income Fund

This Meridian Equity Income Fund is ranked with 3 stars rating. The annual expense fee is 1.35%. The total assets are $50 million. This fund has a yield of 1.56%.

This top fund has returned 9.78% over the past year, 14.24% over the past three years, and 13.16% over the past five years. Risk is Below Average compared to other funds in the same category according to Morningstar.

Large Blend

Large-blend funds are fairly representative of the overall U.S. stock market in size, growth rates, and price. The blend style is assigned to portfolios where neither growth nor value characteristics predominate.

Best performing large blend mutual funds in 2015 are:

No	Fund Name	Ticker	YTD Return %	Expense Fee %
1	Clipper Fund	CFIMX	7.91	0.74
2	Independent Franchise Partners US Equity Fund	IFPUX	7.84	0.80
3	Franklin Focused Core Equity Fund Class A	FCEQX	7.76	1.28
4	T. Rowe Price U.S. Large-Cap Core Fund	TRULX	7.47	1.15
5	Thornburg Value Fund Class A	TVAFX	7.34	1.37
6	Hartford Core Equity Fund Class A	HAIAX	7.10	1.09
7	John Hancock Funds Fundamental Large Cap Core Fund Class A	JFLAX	6.87	1.30
8	Mainstay U.S. Equity Opportunities Fund Class A	MYCTX	6.63	1.31
9	John Hancock Large Cap Equity Fund Class A	TAGRX	6.61	1.03
10	SEI Dynamic Asset Allocation Fund Class A	SDLAX	6.57	0.07
11	AQR Large Cap Defensive Style Fund Class N	AUENX	6.56	0.74
12	Deutsche Core Equity Fund Class A	SUWAX	6.53	0.88