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®

#9 T. Rowe Price Institutional Large Cap Value Fund (TILCX)

Performance (1-yr.): 25.75% Expenses: 0.59%
Performance (1-mo.): 3.96% Total Assets: $1.58B
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#12 DFA Tax Managed U.S. Marketwide Value Portfolio (DTMMX)

Performance (1-yr.): 29.06% Expenses: 0.37%
Performance (1-mo.): 3.67% Total Assets: $3.32B
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#12 DFA U.S. Large Cap Value Portfolio (DFLVX)

Performance (1-yr.): 28.63% Expenses: 0.27%
Performance (1-mo.): 3.36% Total Assets: $13.07B
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#14 Commerce Value Fund (CFVLX)

Performance (1-yr.): 21.27% Expenses: 0.66%
Performance (1-mo.): 3.46% Total Assets: $180.52M
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#14 Delaware Pooled Trust Large Cap Value Equity Portfolio (DPDEX)

Performance (1-yr.): 22.89% Expenses: 0.70%
Performance (1-mo.): 4.25% Total Assets: $100.89M
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#14 DFA U.S. Large Cap Value III Portfolio (DFUVX)

Performance (1-yr.): 28.78% Expenses: 0.13%
Performance (1-mo.): 3.38% Total Assets: $2.77B
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#14 DFA U.S. Large Cap Value II Portfolio (DFCVX)

Performance (1-yr.): 28.85% Expenses: 0.17%
Performance (1-mo.): 3.39% Total Assets: $165.02M
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#14 ING Corporate Leaders Trust Fund (LEXCX)

Performance (1-yr.): 19.80% Expenses: 0.59%
Performance (1-mo.): 3.87% Total Assets: $1.53B
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#14 LWAS/DFA U.S. High Book To Market Portfolio (DFBMX)

Performance (1-yr.): 28.53% Expenses: 0.34%
Performance (1-mo.): 3.36% Total Assets: $68.1M
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#14 SunAmerica Focused Dividend Strategy Portfolio (FDSAX)

Performance (1-yr.): 27.18% Expenses: 1.13%
Performance (1-mo.): 2.57% Total Assets: $7.75B
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Top Performing Large Value Funds As of 03.05.2014

Cambiar Aggressive Value Fund (CAMAX)

Total Return: 7.66%

Fairholme Fund (FAIRX)

Total Return: 7.44%

Snow Capital Focused Value Fund (SFOAX)

Total Return: 6.56%

Cambiar Aggressive Value Fund (CAMAX)

Total Return: 44.40%

Monteagle Select Value Fund (MVEIX)

Total Return: 36.71%

Poplar Forest Partners Fund (PFPFX)

Total Return: 35.76%

SunAmerica Focused Dividend Strategy Portfolio (FDSAX)

Total Return: 18.60%

Federated MDT Stock Trust Fund (FSTKX)

Total Return: 17.10%

Barrow All-Cap Core Fund (BALIX)

Total Return: 16.87%

* Annualized