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®
#11 Cutler Equity Fund (CALEX)
| Performance (1-yr.): 16.87% | Expenses: 1.16% |
| Performance (1-mo.): 1.64% | Total Assets: $100.51M |
#11 Fidelity Large Cap Value Enhanced Index Fund (FLVEX)
| Performance (1-yr.): 22.81% | Expenses: 0.47% |
| Performance (1-mo.): 1.72% | Total Assets: $121.64M |
#13 LSV Conservative Value Equity Fund (LSVVX)
| Performance (1-yr.): 22.28% | Expenses: 0.35% |
| Performance (1-mo.): 1.82% | Total Assets: $136.08M |
#13 Stock Dividend Fund (SDIVX)
| Performance (1-yr.): 17.77% | Expenses: 0.85% |
| Performance (1-mo.): 3.08% | Total Assets: $30.36M |
#15 T. Rowe Price Institutional Large Cap Value Fund (TILCX)
| Performance (1-yr.): 22.94% | Expenses: 0.59% |
| Performance (1-mo.): 2.08% | Total Assets: $1.24B |
#16 Becker Value Equity Fund (BVEFX)
| Performance (1-yr.): 18.60% | Expenses: 0.94% |
| Performance (1-mo.): 1.93% | Total Assets: $184.0M |
#16 Invesco Comstock Fund (ACSTX)
| Performance (1-yr.): 21.46% | Expenses: 0.88% |
| Performance (1-mo.): 2.17% | Total Assets: $9.68B |
#18 DFA Tax Managed U.S. Marketwide Value Portfolio (DTMMX)
| Performance (1-yr.): 25.93% | Expenses: 0.38% |
| Performance (1-mo.): 0.67% | Total Assets: $2.74B |
#18 Vanguard Windsor Fund (VWNDX)
| Performance (1-yr.): 20.98% | Expenses: 0.41% |
| Performance (1-mo.): 1.18% | Total Assets: $14.33B |
#20 LSV Value Equity Fund (LSVEX)
| Performance (1-yr.): 25.21% | Expenses: 0.66% |
| Performance (1-mo.): 1.37% | Total Assets: $1.14B |
