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®

Hartford Dividend and Growth HLS Fund (HIADX)

Performance (1-yr.): 23.83% Expenses: 0.67%
Performance (1-mo.): 2.31% Total Assets: $4.31B
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Hartford Value HLS Fund (HIAVX)

Performance (1-yr.): 20.63% Expenses: 0.76%
Performance (1-mo.): 2.50% Total Assets: $658.24M
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Hennessy Large Value Fund (HLVFX)

Performance (1-yr.): 21.41% Expenses: 1.33%
Performance (1-mo.): 3.00% Total Assets: $153.87M
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Highland Dividend Equity Fund (HDFAX)

Performance (1-yr.): 16.59% Expenses: 1.36%
Performance (1-mo.): 1.71% Total Assets: $26.29M
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Huber Capital Diversified Large Cap Value Fund (HUDEX)

Performance (1-yr.): 23.85% Expenses: 0.76%
Performance (1-mo.): 1.75% Total Assets: $2.2M
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Hussman Strategic Dividend Value Fund (HSDVX)

Performance (1-yr.): 2.96% Expenses: 1.27%
Performance (1-mo.): 0.76% Total Assets: $10.89M
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INTECH U.S. Value Fund (JRSAX)

Performance (1-yr.): 24.98% Expenses: 1.01%
Performance (1-mo.): 2.41% Total Assets: $121.61M
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Integrity Dividend Harvest Fund (IDIVX)

Performance (1-yr.): 19.99% Expenses: 0.96%
Performance (1-mo.): 2.30% Total Assets: $23.01M
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Invesco Value FDP Fund (MDVVX)

Performance (1-yr.): 22.40% Expenses: 1.30%
Performance (1-mo.): 2.30% Total Assets: $155.68M
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Jacobs Broel Value Fund (JBVLX)

Performance (1-yr.): 24.07% Expenses: 1.42%
Performance (1-mo.): 2.58% Total Assets: $1.6M
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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