Wednesday, 29 October 2025 08:39

Large-Cap Blend Funds to Outperform as Growth Returns to the Market

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Large-cap blend funds, core holdings that mirror the U.S. stock market, have posted strong results, returning 15.84% over the past year, 22.50% annually over three years, and 14.81% over five. Morningstar data identified 15 standout funds with top-quartile returns across one-, three-, and five-year periods, including American Funds Fundamental Investors, AQR Large Cap Multi-Style Fund, and Vanguard 500 Index Fund. 

The American Funds Fundamental Investors fund rose 23% in the past year, boosted by global exposure and a refreshed management team, while The Investment Company of America fund gained 22.25% with a balanced focus on dividend growth and capital appreciation. 

AQR’s Large Cap Multi-Style Fund outperformed its peers with a 23.52% annual gain, leveraging value, momentum, and quality factors to manage market sensitivity efficiently. 


Finsum: These funds demonstrate that disciplined diversification, data-driven strategy, and cost efficiency continue to drive superior long-term performance.

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