We began with a list of 57 of the top-ranked Morningstar large capitalization index mutual funds. Our intent is to offer a list of low fee, high performing, well-run, large cap index funds with diverse investment strategies.
We sorted based upon expense ratio fees, returns, value, growth, blend and strategies. We typically include at least one international pick for global diversity. We considered fees in contrast with the category averages to favor higher returning funds through various market cycles. Although we strive to present a diverse list of fund families, this category is dominated by Fidelity and Vanguard.
The final list includes funds from blend, growth, value, dividend, international and other factor categories. Ultimately, there are many similar funds within the large cap growth category. We considered the initial screening factors to choose, what we believe, are the best large cap index funds by category. Ultimately, this is one of the most stable equity sectors due to the companies’ size and overall success.