Retirement

Comparison of Large-Cap Stock Funds

Large-cap stock funds invest in companies with a market capitalization typically of greater than $10 billion.

Our Large-Cap Stock Fund Offerings T. Rowe Price Equity Income Vanguard Institutional Index (Instl Plus) Parnassus Core Equity  (Instl) T. Rowe Price Growth Stock Fidelity Contrafund
Fund Expenses 0.66% 0.02% 0.67% 0.67% 0.71%
Category Average Expense 1.08% 1.02% 1.16% 1.16% 1.16%
Morningstar risk rating Average Average Low Above Average Below Average
Morningstar return rating Average Above Average High Above Average Above Average
Strategy & objectives Provide high level of dividend income and long-term capital growth. Track the performance of benchmark index that measures the investment return of large-capitalization stocks. Provide capital appreciation and current income. Long-term capital growth. Capital appreciation.
Prospectus Prospectus Prospectus Prospectus Prospectus Prospectus
Fact sheet Fact Sheet Fact Sheet Fact Sheet Fact Sheet Fact Sheet

 

Keep in mind that mutual fund investments are not guaranteed and may gain or lose value. Past performance is no guarantee for future results. Future performance may be lower or higher than past performance.

Before investing in any mutual fund, download a prospectus below or call WEA Member Benefits at 1-800-279-4030 to request a prospectus. We advise you to read it carefully and consider the fund's investment objectives, risks and charges and expenses carefully before investing. The prospectus contains this and other information about the investment company.

Redemption fees may apply.