If you're evaluating mutual funds for your investment portfolio or retirement account, this list highlights the best blend mutual funds to consider now, based on each fund outperforming the S&P 500 over the last one-, three-, five- and 10-year periods. Blend funds invest in both growth and value stocks.
Shaded cells indicate the best-of-the-best funds based on 10-year performance. Of 409 blend funds at least 10 years old, just 6 of them, or 1%, won awards.
All returns are as of Dec. 31, 2021.
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Best Blend Mutual Funds
| Mutual Fund | Symbol | 1-year total return | 3-year average annual return | 5-year average annual return | 10-year average annual return | Morningstar Category | Closed to New Inv |
|---|---|---|---|---|---|---|---|
| Benchmark: S&P 500 | 28.71% | 26.07% | 18.47% | 16.55% | |||
| JHancock Fundamental All Cap Core I | JFCIX | 30.15 | 31.38 | 19.93 | 17.69 | Large Blend | No |
| Nationwide BNY Mellon Dyn US Core R6 | MUIGX | 30.29 | 28.79 | 21.79 | 17.32 | Large Blend | No |
| JPMorgan US Large Cap Core Plus I | JLPSX | 29.20 | 28.37 | 18.98 | 17.05 | Large Blend | No |
| Federated Hermes MDT All Cap Core IS | QIACX | 31.22 | 26.62 | 19.10 | 16.95 | Large Blend | No |
| JPMorgan US Sustainable Leaders I | JIISX | 31.00 | 26.79 | 18.67 | 16.88 | Large Blend | No |
| GMO Quality IV | GQEFX | 31.57 | 27.13 | 21.66 | 16.74 | Large Blend | No |
Sources: IBD, Morningstar Direct
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