Large Cap Stocks Mutual Funds with a Factor Tilt

List of low cost large cap stocks factor mutual funds

This paper provides a listing of the lowest cost large cap stocks index mutual funds. The listing of the lowest fee index mutual fund investments in the large capitalization asset class is more liable to be relatively consistent over time. Shareholders in the lowest fee index mutual fund investments are loyal to the relatively few mutual fund firms which promote the lowest fee index mutual fund investments.

Individual investors in the lowest cost index mutual fund investments accept that very low cost leads to enhanced net returns across time. Large cap stocks index mutual funds investments are unlikely to have superior investment returns prior to investing costs and taxes. Alternatively, index funds aim for the middle or average market return, and they are not managed to outdo the market.

Yet, the very low costs of factor index mutual fund investments permit the investor to keep much more of the market investment performance rather than having to share the market’s investment performance with the financial services industry by paying avoidable investment fees. Over time, owners of index funds tend to exceed the net returns investors who pay avoidable fees to the financial services industry.

Lowest cost large cap stocks factor mutual funds table

Fund Name — Expense Ratio — Ticker Symbol

• Vanguard High Dividend Index Fund Admiral — 0.08% expense ratio — VHYAX
• Vanguard FTSE Social Index Fund Admiral– 0.14% expense ratio — VFTAX
• Vanguard Equity Income Admiral — 0.18% expense ratio — VEIRX
• Schwab Fundamental Large Company Index Fund — 0.25% expense ratio — SFLNX
• Vanguard Windsor II Admiral — 0.25% expense ratio — VWNAX
• Vanguard Equity Income Investor — 0.27% expense ratio — VEIPX
• Vanguard Windsor II Investor — 0.33% expense ratio — VWNFX
  • Note low cost index funds
  • Browse the index fund prospectus to apprehend stipulations and levies, with buying, selling, and trading charges which could be assessed. Low cost index funds on occasion are shut to additional investors.

The first lowest management expense large cap stocks index mutual fund investment is the Vanguard High Dividend Index Fund Admiral that is traded with the VHYAX ticker symbol. The Vanguard High Dividend Index Fund Admiral comes with the lowest cost management expenses percentage in this index mutual funds asset class.

The next line lists low management cost index fund is the Vanguard FTSE Social Index Fund Admiral including the VFTAX trading symbol. The Vanguard FTSE Social Index Fund Admiral prospectus carries the lowest cost portfolio management expense ratio in this index mutual funds asset class.

The chart’s next included lowest expense large cap stocks index mutual funds is the Vanguard Equity Income Admiral including the VEIRX ticker trading symbol. The Vanguard Equity Income Admiral comes with the low fee management expense percentage in this index mutual fund investments group.

The chart’s subsequently listed lowest management fee index mutual fund is the Schwab Fundamental Large Company Index Fund which carries the SFLNX ticker symbol. The Schwab Fundamental Large Company Index Fund provides the low cost portfolio management expense ratio in this index mutual fund investments category.

The figure’s next listed low portfolio expense large cap stocks index investment fund is the Vanguard Windsor II Admiral that is purchased and sold with the VWNAX trading ticker symbol. The Vanguard Windsor II Admiral has the lowest expense portfolio management expenses ratio in this index funds classification.

The subsequent low cost index mutual funds investment is the Vanguard Equity Income Investor that is purchased and sold with the VEIPX trading ticker symbol. The Vanguard Equity Income Investor lists the lowest charge portfolio management expense ratio in this index mutual funds classification.

The figure’s subsequently listed lowest expense large cap stocks index mutual fund is the Vanguard Windsor II Investor which carries the VWNFX trading symbol. The Vanguard Windsor II Investor comes with the low cost portfolio management expense ratio in this index funds section.