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®

#1 Becker Value Equity Fund (BVEFX)

Performance (1-yr.): 26.00% Expenses: 0.93%
Performance (1-mo.): 2.10% Total Assets: $321.02M
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#2 Vanguard U.S. Value Fund (VUVLX)

Performance (1-yr.): 25.57% Expenses: 0.30%
Performance (1-mo.): 2.28% Total Assets: $1.04B
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#3 Vanguard Windsor™ Fund (VWNDX)

Performance (1-yr.): 26.27% Expenses: 0.37%
Performance (1-mo.): 2.95% Total Assets: $17.83B
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#4 LSV Conservative Value Equity Fund (LSVVX)

Performance (1-yr.): 25.30% Expenses: 0.35%
Performance (1-mo.): 2.21% Total Assets: $68.47M
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#4 LSV Value Equity Fund (LSVEX)

Performance (1-yr.): 28.45% Expenses: 0.68%
Performance (1-mo.): 2.20% Total Assets: $1.39B
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#6 Fidelity® Large Cap Value Enhanced Index Fund (FLVEX)

Performance (1-yr.): 25.20% Expenses: 0.47%
Performance (1-mo.): 1.97% Total Assets: $423.36M
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#6 Vanguard Equity Income Fund (VEIPX)

Performance (1-yr.): 21.46% Expenses: 0.30%
Performance (1-mo.): 1.97% Total Assets: $17.19B
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#8 T. Rowe Price Value Fund (TRVLX)

Performance (1-yr.): 27.44% Expenses: 0.84%
Performance (1-mo.): 2.44% Total Assets: $20.35B
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#9 Huber Capital Equity Income Fund (HULIX)

Performance (1-yr.): 21.33% Expenses: 1.49%
Performance (1-mo.): 1.70% Total Assets: $153.45M
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#10 DFA Tax Managed U.S. Marketwide Value Portfolio (DTMMX)

Performance (1-yr.): 27.05% Expenses: 0.37%
Performance (1-mo.): 2.58% Total Assets: $3.58B
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Top Performing Large Value Funds As of 07.03.2014

Primary Trend Fund (PTFDX)

Total Return: 4.45%

Snow Capital Inflation Advantaged Equities Fund (SIAAX)

Total Return: 4.25%

Touchstone Premium Yield Equity Fund (TPYAX)

Total Return: 4.13%

Snow Capital Focused Value Fund (SFOAX)

Total Return: 38.73%

Nuance Concentrated Value Fund (NCVLX)

Total Return: 30.83%

Snow Capital Market Plus Fund (SPLAX)

Total Return: 30.74%

Federated MDT Stock Trust (FSTKX)

Total Return: 19.77%

LSV Value Equity Fund (LSVEX)

Total Return: 19.43%

Nuance Concentrated Value Fund (NCVLX)

Total Return: 18.90%

* Annualized