This list highlights the best blend mutual funds of 2020, 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 425 blend funds at least 10 years old, just four of them, or 1%, won awards.
All returns as of Dec. 31, 2019.
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View All Award-Winning Funds In Each Category
Best Blend Funds
| Mutual Fund | Symbol | 1-year total return | 3-year avg annual return | 5-year avg annual return | 10-year avg annual return | Morningstar category | Closed to new inv |
|---|---|---|---|---|---|---|---|
| Benchmark: S&P 500 | 31.49 | 15.27 | 11.70 | 13.56 | |||
| PIMCO StocksPLUS Absolute Return Instl | PSPTX | 33.12 | 15.85 | 11.79 | 15.58 | Large Blend | No |
| Hartford Core Equity Y | HGIYX | 33.84 | 17.16 | 12.70 | 14.56 | Large Blend | No |
| Hartford Disciplined Equity HLS IA | HIAGX | 34.12 | 17.02 | 12.61 | 14.51 | Large Blend | No |
| Nationwide Dynamic US Growth R6 | MUIGX | 37.56 | 19.95 | 13.35 | 14.29 | Large Blend | No |
