Actively Managed US Large Cap Funds
Active funds and ETFs attempt to outpace peers and their relative benchmarks through the active selection and review of securities. These portfolios tend to have higher relative costs compared with passive offerings. Here, we highlight those funds and ETFs that focus on stocks in the top 70% of the capitalization of the US equity market.
|
Name
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Adjusted Expense Ratio
|
Fund Size
|
|---|---|---|---|---|---|---|---|---|
| 1290 Avantis U.S. Large Cap Growth A
TNRAX
| Large Growth | — | — | — | 0.900% | 173.74 Mil | ||
| 1290 Avantis U.S. Large Cap Growth I
TNXIX
| Large Growth | 35.37% | 8.62% | 10.63% | 0.650% | 173.74 Mil | ||
| 1789 Growth and Income C
PSECX
| Large Value | 29.45% | 8.35% | 8.68% | 2.030% | 31.65 Mil | ||
| 1789 Growth and Income P
PSEPX
| Large Value | 30.73% | 9.46% | 9.79% | 1.030% | 31.65 Mil | ||
| AAM Brentview Dividend Growth ETF
BDIV
| Large Value | — | — | — | — | 0.490% | 789,931.00 | |
| AAM Sawgrass U.S. Lg Cp Qual Gr ETF
SAWG
| Large Growth | — | — | — | — | 0.490% | 1.17 Mil | |
| AAMA Equity
AMFEX
| Large Blend | 26.44% | 8.41% | 12.20% | 1.160% | 402.29 Mil | ||
| AB Concentrated Growth A
WPASX
| Large Growth | 27.36% | 3.82% | 12.50% | 1.000% | 881.74 Mil | ||
| AB Concentrated Growth Advisor
WPSGX
| Large Growth | 27.68% | 4.08% | 12.79% | 0.750% | 881.74 Mil | ||
| AB Concentrated Growth C
WPCSX
| Large Growth | 26.42% | 3.05% | 11.66% | 1.750% | 881.74 Mil | ||
| AB Concentrated Growth I
WPSIX
| Large Growth | 27.61% | 4.03% | 12.73% | 0.830% | 881.74 Mil | ||
| AB Concentrated Growth Z
WPSZX
| Large Growth | 27.73% | 4.11% | 12.82% | 0.720% | 881.74 Mil | ||
| AB Core Opportunities A
ADGAX
| Large Blend | 32.86% | 9.50% | 13.99% | 1.150% | 182.43 Mil | ||
| AB Core Opportunities Advisor
ADGYX
| Large Blend | 33.20% | 9.78% | 14.28% | 0.900% | 182.43 Mil | ||
| AB Core Opportunities C
ADGCX
| Large Blend | 31.89% | 8.71% | 13.15% | 1.900% | 182.43 Mil | ||
| AB Core Opportunities I
ADGIX
| Large Blend | 33.22% | 9.81% | 14.33% | 0.890% | 182.43 Mil | ||
| AB Core Opportunities Z
ADGZX
| Large Blend | 33.28% | 9.84% | 14.36% | 0.880% | 182.43 Mil | ||
| AB Equity Income A
AUIAX
| Large Value | 31.22% | 11.36% | 12.71% | 0.980% | 592.27 Mil | ||
| AB Equity Income Advisor
AUIYX
| Large Value | 31.51% | 11.64% | 12.99% | 0.730% | 592.27 Mil | ||
| AB Equity Income C
AUICX
| Large Value | 30.21% | 10.52% | 11.86% | 1.730% | 592.27 Mil | ||
| AB Equity Income I
AUIIX
| Large Value | 31.38% | 11.55% | 12.92% | 0.840% | 592.27 Mil | ||
| AB Equity Income Z
AUIZX
| Large Value | 31.60% | 11.68% | 13.04% | 0.690% | 592.27 Mil | ||
| AB Growth A
AGRFX
| Large Growth | 37.82% | 8.47% | 16.25% | 1.140% | 1.48 Bil | ||
| AB Growth Advisor
AGRYX
| Large Growth | 38.16% | 8.74% | 16.55% | 0.890% | 1.48 Bil | ||
| AB Growth C
AGRCX
| Large Growth | 36.76% | 7.66% | 15.38% | 1.900% | 1.48 Bil |
United States