Investors can consider large-cap blend mutual funds like FDESX, IAVGX, and CAMOX for stability and returns.

From Nasdaq: 2025-06-30 06:43:00

Investors seeking a balance of value and growth stocks with lower risk may consider large-cap blend mutual funds. These funds offer stability compared to mid- or small-cap funds. Large-cap companies, with market caps over $10 billion, offer stability but may be impacted by global issues. Blend funds provide diversification and a mix of growth and value investments.

Three top large-cap blend mutual funds are FDESX, IAVGX, and CAMOX, all with a Zacks Mutual Fund #1 Rank. FDESX focuses on common stocks of domestic and foreign companies using growth and value strategies. IAVGX invests in companies for capital appreciation and income growth. CAMOX builds a diversified portfolio of large-cap companies.

With annualized returns of 14.2%, FDESX has 235 issues and 6.8% of assets in Apple. IAVGX has annualized returns of 13.5% and an expense ratio of 1.12%. CAMOX has annualized returns of 9.5% and Brian M. Barish as one of its fund managers since 1998. Investors can find more top-performing Large-Cap Blend Mutual Funds on Zacks.

Zacks has identified the #1 Semiconductor Stock, much smaller than NVIDIA but with significant growth potential. The semiconductor industry is expected to grow from $452 billion in 2021 to $803 billion by 2028. This stock is positioned to benefit from the demand for AI, ML, and IoT. Find out more for free on Zacks.



Read more at Nasdaq: Buy These 3 Large-Cap Blend Mutual Funds for Amazing Returns