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®

DoubleLine Shiller Enhanced CAPE® (DSEEX)

Performance (1-yr.): Expenses: 0.66%
Performance (1-mo.): 2.76% Total Assets: $68.75M
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Dunham Large Cap Value Fund (DALVX)

Performance (1-yr.): 23.73% Expenses: 1.25%
Performance (1-mo.): 2.90% Total Assets: $53.74M
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Eaton Vance Focused Value Opportunities Fund (EAFVX)

Performance (1-yr.): 22.64% Expenses: 1.25%
Performance (1-mo.): 2.39% Total Assets: $23.03M
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Eaton Vance Hexavest U.S. Equity Fund (EHUAX)

Performance (1-yr.): 19.41% Expenses: 1.22%
Performance (1-mo.): 1.37% Total Assets: $2.17M
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EIC Value Fund (EICVX)

Performance (1-yr.): 17.52% Expenses: 1.28%
Performance (1-mo.): 1.70% Total Assets: $280.25M
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EQ/Invesco Comstock Portfolio (None)

Performance (1-yr.): 22.65% Expenses: 1.00%
Performance (1-mo.): 2.20% Total Assets: $221.34M
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EquityCompass Quality Dividend Fund (QDVAX)

Performance (1-yr.): Expenses: 1.24%
Performance (1-mo.): 2.45% Total Assets: $32.26M
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Fidelity Advisor® Series Equity-Income Fund (FLMLX)

Performance (1-yr.): 19.55% Expenses: 0.72%
Performance (1-mo.): 3.05% Total Assets: $1.92B
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Fidelity Advisor® Series Stock Selector Large Cap Value Fund (FMMLX)

Performance (1-yr.): 21.54% Expenses: 0.78%
Performance (1-mo.): 2.85% Total Assets: $1.25B
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Fidelity® Series 1000 Value Index Fund (FIOOX)

Performance (1-yr.): Expenses: 0.10%
Performance (1-mo.): 2.56% Total Assets: $1.84B
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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