Large Value
Large-value portfolios invest primarily in big U.S. companies that are less expensive or growing more slowly than other large-cap stocks. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large-cap. Value is defined based on low valuations (low price ratios and high dividend yields) and slow growth (low growth rates for earnings, sales, book value, and cash flow). Morningstar®
| Performance (1-yr.): 8.66% |
Expenses: 0.59% |
| Performance (1-mo.): 1.66% |
Total Assets: $748.7M |
| Performance (1-yr.): 9.81% |
Expenses: 1.10% |
| Performance (1-mo.): 1.36% |
Total Assets: $714.43M |
| Performance (1-yr.): 5.64% |
Expenses: 0.87% |
| Performance (1-mo.): 2.41% |
Total Assets: $165.62M |
| Performance (1-yr.): 12.46% |
Expenses: 0.31% |
| Performance (1-mo.): 2.74% |
Total Assets: $8.09B |
| Performance (1-yr.): 4.69% |
Expenses: 0.35% |
| Performance (1-mo.): 2.84% |
Total Assets: $1.75B |
| Performance (1-yr.): 14.17% |
Expenses: 1.01% |
| Performance (1-mo.): 2.52% |
Total Assets: $1.74B |
| Performance (1-yr.): 9.00% |
Expenses: 0.85% |
| Performance (1-mo.): 2.51% |
Total Assets: $7.54B |
| Performance (1-yr.): 8.59% |
Expenses: 1.25% |
| Performance (1-mo.): 2.04% |
Total Assets: $5.93B |
| Performance (1-yr.): 9.51% |
Expenses: 1.06% |
| Performance (1-mo.): 2.75% |
Total Assets: $59.47M |
| Performance (1-yr.): 7.83% |
Expenses: 1.11% |
| Performance (1-mo.): 1.63% |
Total Assets: $3.93B |
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- Top Performing Large Value Funds as of 04.04.2012
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