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 American Beacon Bridgeway Large Cap Value Fund (BRLVX)
| Performance (1-yr.): 24.73% | Expenses: 0.84% |
| Performance (1-mo.): 1.43% | Total Assets: $51.54M |
#1 ING Corporate Leaders Trust Fund (LEXCX)
| Performance (1-yr.): 20.11% | Expenses: 0.59% |
| Performance (1-mo.): 1.01% | Total Assets: $1.2B |
#3 T. Rowe Price Value Fund (TRVLX)
| Performance (1-yr.): 23.63% | Expenses: 0.85% |
| Performance (1-mo.): 1.78% | Total Assets: $15.37B |
#4 Schwab Fundamental U.S. Large Company Index Fund (SFLNX)
| Performance (1-yr.): 21.24% | Expenses: 0.35% |
| Performance (1-mo.): 1.57% | Total Assets: $2.34B |
#5 JPMorgan Value Advantage Fund (JVAAX)
| Performance (1-yr.): 19.71% | Expenses: 1.27% |
| Performance (1-mo.): 1.09% | Total Assets: $3.33B |
#6 MFS Institutional Large Cap Value Fund (ILVAX)
| Performance (1-yr.): 19.50% | Expenses: 0.65% |
| Performance (1-mo.): 2.48% | Total Assets: $171.71M |
#7 Vanguard Value Index Fund (VIVAX)
| Performance (1-yr.): 20.36% | Expenses: 0.24% |
| Performance (1-mo.): 2.19% | Total Assets: $23.05B |
#8 CNI Charter Dividend & Income Fund (RIMHX)
| Performance (1-yr.): 20.02% | Expenses: 1.12% |
| Performance (1-mo.): 3.37% | Total Assets: $130.77M |
#9 Delaware Pooled Trust Large Cap Value Equity Portfolio (DPDEX)
| Performance (1-yr.): 21.79% | Expenses: 0.70% |
| Performance (1-mo.): 2.83% | Total Assets: $64.21M |
#9 Vanguard U.S. Value Fund (VUVLX)
| Performance (1-yr.): 23.24% | Expenses: 0.29% |
| Performance (1-mo.): 1.04% | Total Assets: $799.97M |
