Best Mutual Funds Awards By Category: Blend

This list highlights the best blend funds from 2008 to 2017, based on each fund outperforming the S&P 500 over the last one-, three-, five- and 10-year periods. Shaded cells indicate the best-of-the-best funds based on 10-year performance.

All returns as of Dec. 31, 2017.

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Best Blend Funds
Mutual fund Symbol 1-year total return 3-year average total return 5-year average total return 10-year average total return Morningstar category Closed to new investors
Benchmark: S&P 500 21.83 11.41 15.79 8.50
Carillon Scout Mid Cap I UMBMX 24.02 14.17 16.35 11.13 US Fund Mid-Cap Blend No
PRIMECAP Odyssey Stock POSKX 25.96 13.05 17.44 10.30 US Fund Large Blend No
Glenmede Large Cap Core Port GTLOX 24.76 12.10 17.65 9.84 US Fund Large Blend No
Guinness Atkinson Global Inntrs Inv IWIRX 34.75 12.68 18.53 9.29 US Fund Large Blend No
Neuberger Berman Multi-Cap Opp Inst NMULX 24.82 11.98 16.48 9.14 US Fund Large Blend No
Mainstay US Equity Opportunities I MYCIX 23.14 12.78 18.45 9.13 US Fund Large Blend No
JPMorgan Tax Aware Equity I JPDEX 23.37 11.52 16.37 8.89 US Fund Large Blend No
Vanguard Tax-Managed Capital App I VTCIX 22.43 11.75 16.00 8.79 US Fund Large Blend No
T. Rowe Price Instl US Structured Rsrch TRISX 23.81 12.05 15.99 8.77 US Fund Large Blend No
T. Rowe Price Capital Opportunity PRCOX 23.72 11.96 15.89 8.61 US Fund Large Blend No
Vanguard FTSE Social Index Inv VFTSX 24.11 11.45 17.00 8.61 US Fund Large Blend No
Best Mutual Funds Over 5 But Less Than 10 Years Old
AQR Large Cap Defensive Style I AUEIX 22.15 13.48 17.12 US Fund Large Blend No
Best Mutual Funds Less Than 5 Years Old
HCM Tactical Growth I HCMIX 33.20 12.83 US Fund Large Blend No
KP Large Cap Equity Institutional KPLCX 23.84 11.93 US Fund Large Blend No

Sources: IBD, Morningstar Direct

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