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®

#10 Vanguard Windsor™ II Fund (VWNFX)

Performance (1-yr.): 22.52% Expenses: 0.36%
Performance (1-mo.): 1.85% Total Assets: $49.6B
See all details for VWNFX »

#12 Robeco Boston Partners All Cap Value Fund (BPAIX)

Performance (1-yr.): 24.39% Expenses: 0.70%
Performance (1-mo.): 2.33% Total Assets: $929.51M
See all details for BPAIX »

#13 Fidelity® Value Discovery Fund (FVDFX)

Performance (1-yr.): 26.60% Expenses: 0.74%
Performance (1-mo.): 1.64% Total Assets: $771.39M
See all details for FVDFX »

#14 BNY Mellon Income Stock Fund (MPISX)

Performance (1-yr.): 25.14% Expenses: 0.81%
Performance (1-mo.): 2.46% Total Assets: $1.24B
See all details for MPISX »

#14 DFA Tax Managed U.S. Marketwide Value II Portfolio (DFMVX)

Performance (1-yr.): 27.19% Expenses: 0.23%
Performance (1-mo.): 2.57% Total Assets: $1.47B
See all details for DFMVX »

#16 Dodge & Cox Stock Fund (DODGX)

Performance (1-yr.): 27.95% Expenses: 0.52%
Performance (1-mo.): 2.93% Total Assets: $56.7B
See all details for DODGX »

#17 Commerce Value Fund (CFVLX)

Performance (1-yr.): 20.11% Expenses: 0.66%
Performance (1-mo.): 2.59% Total Assets: $209.02M
See all details for CFVLX »

#17 DFA U.S. Large Cap Value III Portfolio (DFUVX)

Performance (1-yr.): 27.80% Expenses: 0.13%
Performance (1-mo.): 2.73% Total Assets: $2.99B
See all details for DFUVX »

#17 DFA U.S. Large Cap Value II Portfolio (DFCVX)

Performance (1-yr.): 27.71% Expenses: 0.17%
Performance (1-mo.): 2.69% Total Assets: $176.03M
See all details for DFCVX »

#17 SEI Institutional Investments Trust U.S. Managed Volatility Fund (SVYAX)

Performance (1-yr.): 23.00% Expenses: 0.24%
Performance (1-mo.): 1.63% Total Assets: $1.28B
See all details for SVYAX »

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