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52 Wk Mutual Funds HL Screen
Index Funds Performance
3 Years
5 Years
US
>
Equity
>
Market-Cap
>
Large-Cap
>
Category Average Return
13.7%
32.2%
-24.7%
Russell 1000 Growth Index
-7.6%
35.7%
-26.9%
Russell 1000 Index
0.0%
0.0%
-19.0%
Russell 1000 Value Index
0.0%
0.0%
-13.9%
Ticker
Fund Name
2024
2023
2022
CSXAX
Calvert US Large Cap Core Responsible Index Fund
+
19.8%
25.9%
-22.6%
CSXCX
Calvert US Large Cap Core Responsible Index Fund
19%
25.8%
-22.5%
CISIX
Calvert US Large Cap Core Responsible Index Fund
20.4%
26%
-22.5%
CSXRX
Calvert US Large Cap Core Responsible Index Fund
22.1%
25.9%
-22.6%
CGJAX
Calvert US Large Cap Growth Responsible Index Fund
+
22.1%
35.9%
-27.3%
CGJIX
Calvert US Large Cap Growth Responsible Index Fund
22.3%
35.9%
-27.2%
CFJAX
Calvert US Large Cap Value Responsible Index Fund
+
15.8%
7.5%
-13.4%
CFJIX
Calvert US Large Cap Value Responsible Index Fund
15%
7.6%
-13.4%
CECFX
Columbia Large Cap Enhanced Core Fund
+
16.9%
20%
-24%
NMIAX
Columbia Large Cap Enhanced Core Fund
16.8%
20.1%
-23.9%
CCERX
Columbia Large Cap Enhanced Core Fund
16.6%
20.1%
-23.9%
CLNCX
Columbia Large Cap Enhanced Core Fund
5.1%
20%
-23.9%
CECYX
Columbia Large Cap Enhanced Core Fund
18.4%
20.1%
-23.9%
NMIMX
Columbia Large Cap Enhanced Core Fund
17%
20.1%
-23.9%
DFELX
DFA Enhanced US Large Company Portfolio
19%
22.7%
-23.7%
DFUSX
DFA US Large Company Portfolio
22%
20.9%
-22.8%
DSEEX
DoubleLine Shiller Enhanced CAPE
+
8.2%
20.8%
-33.7%
DSENX
DoubleLine Shiller Enhanced CAPE
6.5%
20.8%
-33.7%
FLCEX
Fidelity Large Cap Core Enhanced Index Fund
0%
17.4%
-17.2%
FLGEX
Fidelity Large Cap Growth Enhanced Index Fund
0%
31.3%
-27%
FSPGX
Fidelity Large Cap Growth Index Fund
24.9%
41.7%
-29.8%
FLVEX
Fidelity Large Cap Value Enhanced Index Fund
0%
-0.1%
-10.6%
FLCOX
Fidelity Large Cap Value Index Fund
15.1%
9.3%
-9.4%
FLCPX
Fidelity SAI US Large Cap Index Fund
20.1%
17.4%
-26.1%
FUMIX
Fidelity SAI US Momentum Index Fund
25.6%
-4.2%
-17.5%
FUQIX
Fidelity SAI US Quality Index Fund
11.2%
26.5%
-19.2%
FHOFX
Fidelity Series Large Cap Growth Index Fund
24.9%
41.5%
-30.1%
FIOOX
Fidelity Series Large Cap Value Index Fund
15.2%
6.7%
-11.4%
FITLX
Fidelity US Sustainability Index Fund
20.5%
27.6%
-21.4%
GSPFX
Gotham Enhanced S&P 500 Index Fund
20.9%
21.6%
-21.2%
GINDX
Gotham Index Plus Fund
+
24.1%
21.4%
-13.2%
GNNDX
Gotham Index Plus Fund
23.8%
21.4%
-13.4%
GCEQX
Green Century Equity Fund
+
19%
27.5%
-23.4%
GCEUX
Green Century Equity Fund
21.3%
27.4%
-23.5%
TVDAX
Guggenheim RBP Large-Cap Defensive Fund
14.1%
20.5%
-23.2%
TVFMX
Guggenheim RBP Large-Cap Market Fund
12.3%
21.8%
-24.5%
TVVAX
Guggenheim RBP Large-Cap Value Fund
8.3%
2.5%
-10.7%
INDEX
Index Funds S&P 500 Equal Weight
22.4%
8.8%
-14.5%
BRGKX
iShares Russell 1000 Large-Cap Index Fund
+
19.6%
24.4%
-20.6%
BRGNX
iShares Russell 1000 Large-Cap Index Fund
19.6%
24.5%
-20.5%
BRGAX
iShares Russell 1000 Large-Cap Index Fund
19.6%
24.4%
-20.6%
DEIGX
MassMutual Premier Disciplined Growth Fund
+
27.7%
33.5%
-35%
MPDGX
MassMutual Premier Disciplined Growth Fund
27.4%
32.6%
-35.3%
MPDIX
MassMutual Premier Disciplined Growth Fund
27.6%
33.6%
-35.1%
MPDRX
MassMutual Premier Disciplined Growth Fund
27.1%
32.4%
-35.6%
MPGAX
MassMutual Premier Disciplined Growth Fund
27.4%
32.7%
-35.4%
MPGLX
MassMutual Premier Disciplined Growth Fund
27.2%
33.5%
-35%
MPGSX
MassMutual Premier Disciplined Growth Fund
27.5%
33.6%
-35.1%
MFGFX
MassMutual Select Fundamental Growth Fund
+
-16.9%
27%
-29.8%
MOTAX
MassMutual Select Fundamental Growth Fund
-16.2%
26.7%
-29.5%
MOTCX
MassMutual Select Fundamental Growth Fund
-9.7%
27.5%
-29.5%
MOTLX
MassMutual Select Fundamental Growth Fund
-12.3%
27%
-29.5%
MOTNX
MassMutual Select Fundamental Growth Fund
-27.2%
27.2%
-29.9%
MOTYX
MassMutual Select Fundamental Growth Fund
-10.8%
27.1%
-29.5%
MOTZX
MassMutual Select Fundamental Growth Fund
-9.7%
27.7%
-29.3%
MWATX
Metropolitan West AlphaTrak 500 Fund
4.9%
21.9%
-24.5%
PQBMX
PGIM QMA US Broad Market Index Fund
0%
-27.1%
-25.2%
PIXPX
PIMCO RAE PLUS Fund
+
5.3%
245.7%
-23.3%
PIXAX
PIMCO RAE PLUS Fund
4.7%
244.3%
-24.5%
PIXCX
PIMCO RAE PLUS Fund
3%
241.3%
-27.1%
PXTNX
PIMCO RAE PLUS Fund
5.1%
246.4%
-23.5%
PXTIX
PIMCO RAE PLUS Fund
5.8%
246.3%
-23.1%
MGNDX
Praxis Growth Index Fund
+
25.8%
27.2%
-32.3%
MMDEX
Praxis Growth Index Fund
26.5%
27.2%
-32.1%
MVIAX
Praxis Value Index Fund
+
11%
14.7%
-12.4%
MVIIX
Praxis Value Index Fund
12.1%
14.7%
-12.4%
BLPIX
ProFunds Bull ProFund
+
19.6%
24.1%
-20.6%
BLPSX
ProFunds Bull ProFund
17.1%
22.9%
-21.5%
LGPIX
ProFunds Large-Cap Growth ProFund
+
-68.5%
25.6%
-32.1%
LGPSX
ProFunds Large-Cap Growth ProFund
-68.7%
23.8%
-33.1%
OTPIX
ProFunds NASDAQ-100 ProFund
+
-70.6%
51.7%
-34.4%
OTPSX
ProFunds NASDAQ-100 ProFund
-70.8%
50.1%
-35%
RYDAX
Rydex Dow Jones Industrial Average Fund
+
11.7%
13.5%
-11.7%
RYDKX
Rydex Dow Jones Industrial Average Fund
11%
12.6%
-12.5%
RYDHX
Rydex Dow Jones Industrial Average Fund
11.7%
13.5%
-11.7%
RYATX
Rydex NASDAQ-100 Fund
+
20.5%
52.9%
-39.4%
RYCOX
Rydex NASDAQ-100 Fund
17.2%
51.8%
-41.1%
RYHOX
Rydex NASDAQ-100 Fund
18%
52.9%
-39.4%
RYOCX
Rydex NASDAQ-100 Fund
18.2%
53.3%
-38.7%
RYAWX
Rydex S&P 500 Pure Growth Fund
+
20.9%
6.6%
-28.2%
RYGRX
Rydex S&P 500 Pure Growth Fund
20.1%
5.8%
-28.7%
RYLGX
Rydex S&P 500 Pure Growth Fund
20.9%
6.6%
-28.2%
RYLVX
Rydex S&P 500 Pure Value Fund
+
8.6%
4.6%
-4.8%
RYVVX
Rydex S&P 500 Pure Value Fund
7.9%
3.3%
-6%
RYZAX
Rydex S&P 500 Pure Value Fund
8.3%
4.6%
-4.8%
SNXFX
Schwab 1000 Index Fund
20.8%
24.7%
-20.7%
SFLNX
Schwab Fundamental US Large Company Index Fund
16%
15.9%
-8.8%
SWLGX
Schwab US Large-Cap Growth Index Fund
25%
41.7%
-29.8%
SWLVX
Schwab US Large-Cap Value Index Fund
15.4%
8.5%
-9.7%
LCIAX
SEI Large Cap Index Fund
+
19.5%
11.5%
-30.7%
SLGFX
SEI Large Cap Index Fund
21.2%
24.6%
-20.4%
NDXKX
Shelton Nasdaq-100 Index Fund
+
18.6%
42.7%
-35%
NASDX
Shelton Nasdaq-100 Index Fund
19.1%
43.2%
-34.9%
SEEKX
Steward Large Cap Enhanced Index Fund
+
19.4%
20.9%
-46.5%
SEEBX
Steward Large Cap Enhanced Index Fund
6.3%
18.6%
-51.6%
SEEHX
Steward Large Cap Enhanced Index Fund
20%
19.5%
-50.3%
SEECX
Steward Large Cap Enhanced Index Fund
20%
20.7%
-46.5%
TILIX
TIAA-CREF Large-Cap Growth Index Fund
+
24.5%
39.9%
-35.9%
TRIHX
TIAA-CREF Large-Cap Growth Index Fund
24.4%
39.8%
-35.9%
TRIRX
TIAA-CREF Large-Cap Growth Index Fund
24.7%
39.9%
-35.9%
THCVX
TIAA-CREF Large-Cap Value Index Fund
+
15.3%
5.9%
-11.3%
TILVX
TIAA-CREF Large-Cap Value Index Fund
15.4%
6%
-11.6%
TRCVX
TIAA-CREF Large-Cap Value Index Fund
15.1%
6.1%
-11.5%
URNQX
USAA Nasdaq-100 Index Fund
+
21.7%
50.5%
-35.2%
USNQX
USAA Nasdaq-100 Index Fund
19.5%
50.4%
-35.2%
VFTNX
Vanguard FTSE Social Index Fund
20.3%
30.2%
-25.2%
VIGAX
Vanguard Growth Index Fund
+
24.2%
45.8%
-33.6%
VIGIX
Vanguard Growth Index Fund
24.2%
45.8%
-33.6%
VIGRX
Vanguard Growth Index Fund
24.2%
45.8%
-33.6%
VLCAX
Vanguard Large-Cap Index Fund
+
20.2%
25.3%
-21%
VLISX
Vanguard Large-Cap Index Fund
19.8%
25.3%
-21%
VLACX
Vanguard Large-Cap Index Fund
21.3%
25.3%
-20.9%
VMGAX
Vanguard Mega Cap Growth Index Fund
24.4%
50.7%
-34%
VMCTX
Vanguard Mega Cap Index Fund
21.7%
27.8%
-21.2%
VMVLX
Vanguard Mega Cap Value Index Fund
16.7%
6.3%
-3.7%
VRGWX
Vanguard Russell 1000 Growth Index Fund
23.9%
41.5%
-29.8%
VRNIX
Vanguard Russell 1000 Index Fund
19.6%
24.6%
-20.4%
VRVIX
Vanguard Russell 1000 Value Index Fund
13.5%
9%
-9.7%
VSPGX
Vanguard S&P 500 Growth Index Fund
26.7%
28.8%
-30.1%
VSPVX
Vanguard S&P 500 Value Index Fund
11.9%
20.1%
-7.5%
VVIAX
Vanguard Value Index Fund
+
15.2%
6.4%
-4.6%
VIVIX
Vanguard Value Index Fund
15.2%
6.4%
-4.5%
VIVAX
Vanguard Value Index Fund
14.9%
6.4%
-4.5%
EVSYX
Wells Fargo Disciplined US Core Fund
+
24.1%
15.4%
-27.9%
EVSAX
Wells Fargo Disciplined US Core Fund
24.4%
15%
-28.3%
EVSTX
Wells Fargo Disciplined US Core Fund
23.6%
13.8%
-29.1%
EVSHX
Wells Fargo Disciplined US Core Fund
0%
15.9%
-28%
EVSRX
Wells Fargo Disciplined US Core Fund
24.5%
15.4%
-28%
EVSIX
Wells Fargo Disciplined US Core Fund
24.8%
15.2%
-28.1%