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®

Great Lakes Large Cap Value Fund (GLLIX)

Performance (1-yr.): 22.23% Expenses: 0.86%
Performance (1-mo.): 3.79% Total Assets: $29.5M
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Great-West Putnam Equity Income Fund (MXQIX)

Performance (1-yr.): 23.64% Expenses: 1.10%
Performance (1-mo.): 3.85% Total Assets: $533.72M
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Great-West T. Rowe Price Equity Income Fund (MXEQX)

Performance (1-yr.): 20.70% Expenses: 0.82%
Performance (1-mo.): 3.68% Total Assets: $953.34M
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GuideStone Funds Value Equity Fund (GVEYX)

Performance (1-yr.): 26.01% Expenses: 0.66%
Performance (1-mo.): 4.31% Total Assets: $1.34B
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Hamlin High Dividend Equity Fund (HHDFX)

Performance (1-yr.): 26.20% Expenses: 1.01%
Performance (1-mo.): 3.78% Total Assets: $232.4M
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Hartford Dividend and Growth HLS Fund (HIADX)

Performance (1-yr.): 24.79% Expenses: 0.67%
Performance (1-mo.): 4.00% Total Assets: $4.29B
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Hartford Value HLS Fund (HIAVX)

Performance (1-yr.): 22.89% Expenses: 0.76%
Performance (1-mo.): 4.40% Total Assets: $636.73M
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Hennessy Large Value Fund (HLVFX)

Performance (1-yr.): 19.28% Expenses: 1.33%
Performance (1-mo.): 4.40% Total Assets: $146.1M
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Highland Dividend Equity Fund (HDFAX)

Performance (1-yr.): 17.03% Expenses: 1.36%
Performance (1-mo.): 3.96% Total Assets: $22.85M
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Hussman Strategic Dividend Value Fund (HSDVX)

Performance (1-yr.): 3.95% Expenses: 1.27%
Performance (1-mo.): 1.44% Total Assets: $30.64M
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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