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®

Catalyst Insider Buying Fund (INSAX)

Performance (1-yr.): 31.70% Expenses: 1.51%
Performance (1-mo.): 6.07% Total Assets: $121.52M
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Champlain All Cap Fund (CIPYX)

Performance (1-yr.): Expenses: 1.15%
Performance (1-mo.): 3.62% Total Assets: $5.7M
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Clifford Capital Partners Fund (CLIFX)

Performance (1-yr.): Expenses: 0.90%
Performance (1-mo.): 3.20% Total Assets: $86,261
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Croft Focus Fund (CIFVX)

Performance (1-yr.): Expenses: 1.05%
Performance (1-mo.): 5.14% Total Assets: $6.47M
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Cullen Value Fund (CVLFX)

Performance (1-yr.): 25.14% Expenses: 1.78%
Performance (1-mo.): 4.62% Total Assets: $25.85M
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Dana Large Cap Equity Fund (DLCAX)

Performance (1-yr.): 25.06% Expenses: 0.98%
Performance (1-mo.): 4.26% Total Assets: $21.18M
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Destra Dividend Total Return Fund (DHDAX)

Performance (1-yr.): 16.34% Expenses: 1.61%
Performance (1-mo.): 3.44% Total Assets: $55.7M
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DoubleLine Shiller Enhanced CAPE® (DSEEX)

Performance (1-yr.): Expenses: 0.66%
Performance (1-mo.): 5.16% Total Assets: $27.9M
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Eaton Vance Hexavest U.S. Equity Fund (EHUAX)

Performance (1-yr.): 18.83% Expenses: 1.22%
Performance (1-mo.): 3.42% Total Assets: $2.03M
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Eaton Vance Large-Cap Focused Value Fd (EAFVX)

Performance (1-yr.): 26.59% Expenses: 1.25%
Performance (1-mo.): 4.78% Total Assets: $21.86M
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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