the fund since 1995.
Finally, Neuberger Berman Socially Responsive (NBSRX) caters to investors who want strong returns without qualms of conscience. The fund eschews companies that profit from areas like tobacco, gambling, and weapons.
What do all five funds have in common? They’ve delivered investors not just the security of the large-cap sector but solid returns as well.
TOP Large-cap FUNDS
Fund Name: (Ticker) | 1-Year Ann. Total Return | 5-Year Ann. Total Return | 10-Year Ann. Total Return | Expense Ratio | Toll- Free Number |
Hartford Capital Appreciation: (ITHAX) | 0.131 | 0.127 | 0.156 | 0.012 | 888-843-7824 |
TCW Dividend Focused: (TGIGX) | 18.7 | 12 | 11.7 | 1.2 | 800-386-3829 |
Homestead Value: (HOVLX) | 17.4 | 11.9 | 9.6 | 0.7 | 800-258-3030 |
American Funds Fundamental Investor : (ANCFX) | 16.2 | 11.6 | 10.6 | 0.6 | 800-421-0180 |
Neuberger Berman Socially Responsive : (NBSRX) | 15.7 | 11.4 | 8.9 | 1 | 800-877-9700 |
DATA AS OF 2/13/07, LISTED BY 5-YEAR PERFORMANCE SOURCE: MORNINGSTAR |