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®

Barrow All-Cap Core Fund (BALIX)

Performance (1-yr.): 23.75% Expenses: 1.16%
Performance (1-mo.): 2.34% Total Assets: $21.16M
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Baywood SKBA ValuePlus Fund (BVPNX)

Performance (1-yr.): 20.09% Expenses: 0.95%
Performance (1-mo.): 2.25% Total Assets: $12.39M
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BMO Dividend Income Fund (MDIVX)

Performance (1-yr.): 17.80% Expenses: 0.66%
Performance (1-mo.): 2.10% Total Assets: $109.16M
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BMO Low Volatility Equity Fund (MLVEX)

Performance (1-yr.): 16.03% Expenses: 0.66%
Performance (1-mo.): 1.94% Total Assets: $51.36M
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BPV Large Cap Value Fund (BPVAX)

Performance (1-yr.): Expenses: 0.80%
Performance (1-mo.): Total Assets:
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Buffalo Dividend Focus Fund (BUFDX)

Performance (1-yr.): 21.65% Expenses: 1.62%
Performance (1-mo.): 2.40% Total Assets: $18.67M
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Calamos Dividend Growth Fund (CADVX)

Performance (1-yr.): Expenses: 1.37%
Performance (1-mo.): 0.00% Total Assets: $36.39M
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Calvert Equity Income Fund (CEIAX)

Performance (1-yr.): 19.50% Expenses: 1.23%
Performance (1-mo.): 2.67% Total Assets: $26.48M
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Carne Hedged Equity Fund (CARNX)

Performance (1-yr.): 16.70% Expenses: 1.52%
Performance (1-mo.): 0.35% Total Assets: $74.3M
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Castle Focus Fund (CASTX)

Performance (1-yr.): 9.74% Expenses: 2.40%
Performance (1-mo.): 1.17% Total Assets: $112.91M
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Top Performing Large Value Funds As of 04.22.2014

Clifford Capital Partners Fund (CLIFX)

Total Return: 5.14%

Valley Forge Fund (VAFGX)

Total Return: 4.21%

Mount Lucas US Focused Equity Fund (BMLEX)

Total Return: 3.77%

Cambiar Aggressive Value Fund (CAMAX)

Total Return: 43.49%

Snow Capital Focused Value Fund (SFOAX)

Total Return: 37.35%

Monteagle Select Value Fund (MVEIX)

Total Return: 33.30%

SunAmerica Focused Dividend Strategy Portfolio (FDSAX)

Total Return: 18.26%

Federated MDT Stock Trust Fund (FSTKX)

Total Return: 18.23%

Delaware Pooled Trust Large Cap Value Equity Portfolio (DPDEX)

Total Return: 17.24%

* Annualized