The Daily Screen: The Best Large-Cap Blend Funds
| Screen Saver Here are recent daily screens covering other fund categories. |
| Telecom |
| Small-Cap Value |
| Tech |
| Europe |
| Pacific/Asia |
| Real Estate |
| Global |
| Natural Resources |
| Utilities |
| Japan |
| Mid-Cap Growth |
| Health Care |
| Mid-Cap Blend |
| Financial Sector |
| Strategic-Income |
| Large-Cap Value |
| Small-Cap Growth |
| Mid-Cap Value |
| Large-Cap Growth |
| 'Twentysomething' |
| Communications |
| Large-Cap Blend |
| International |
| Emerging Markets |
| The Right Blend Large-cap blends have held up better than the broader market the past year. | ||
| Avg. Large Cap Blend | S&P 500 | |
| YTD Return | -0.8% | -4% |
| 1-Year Return | 9 | 3.8 |
| 5-Year Return | 18.5 | 21.1 |
| 10-Year Return | 17.4 | 19.2 |
| Source: Morningstar. Annualized performance figures through Nov. 2. | ||
| Leading Large Cap Blend Funds These funds have beaten the broader market the past one- and three-year periods. | ||
| Fund | 1-Year Return | 3-Year Annualized |
| (UNACX Quote)Waddell & Reed Adv Accumulative A | 38.1% | 24.1% |
| (MFCAX Quote)MFS Core Growth I | 36.5 | 32.3 |
| (TAGRX Quote)Hancock Large Cap Value A | 35 | 21.9 |
| (PAPIX Quote)PIMCO Capital Appreciation A | 33.8 | 20.1 |
| (WMKGX Quote)WesMark Growth | 31.9 | 25.4 |
| (BURHX Quote)Burnham A | 31.2 | 24.8 |
| (MCOFX Quote)MFS Capital Opportunities | 31.2 | 28.7 |
| (BUFEX Quote)Buffalo Equity | 30.5 | 16.2 |
| (EXTAX Quote)Exeter Tax Managed A | 30.1 | 16 |
| (BUFGX Quote)Avg. Large Cap Blend fund | 9 | 15.1 |
| (BUFGX Quote)S&P 500 | 3.7 | 17.2 |
| Source: Morningstar. Annualized performance figures through Nov. 2. | ||
| Under the Hood The stocks with the biggest weighting in the combined portfolios of the 10 above funds. | ||
| Stock | Weighting in Top-10 Funds | Number of Top-10 Funds Owning the Stock |
| Cisco Systems(CSCO Quote) | 2.6% | 8 |
| Siebel Systems(SEBL Quote) | 1.9 | 4 |
| Tyco Int'l(TYCO Quote) | 1.9 | 6 |
| Citigroup(C Quote) | 1.4 | 6 |
| Intel(INTC Quote) | 1.3 | 4 |
| Schering-Plough(SGP Quote) | 1.3 | 5 |
| Microsoft(MSFT Quote) | 1.2 | 5 |
| Corning(GLW Quote) | 1.2 | 4 |
| Honeywell Int'l(HON Quote) | 1.1 | 4 |
| Applied Materials(AMAT Quote) | 1 | 3 |
| Applied Materials(AMAT Quote) 1 3 Source | ||
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| Dow Jones | S&P 500 | NASDAQ | 10-Year Note | |
|---|---|---|---|---|
| 10,450.95 | 1,106.24 | 2,176.01 | 33.64 |
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