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®

John Hancock Funds Fundamental Large Cap Value Fund (JFVAX)

Performance (1-yr.): 22.88% Expenses: 1.30%
Performance (1-mo.): 2.73% Total Assets: $1.24B
See all details for JFVAX »

John Hancock Funds II Mutual Shares Fund (JMSDX)

Performance (1-yr.): 22.47% Expenses: 0.98%
Performance (1-mo.): 1.94% Total Assets: $406.82M
See all details for JMSDX »

John Hancock II All Cap Core Fund (JHBHX)

Performance (1-yr.): 23.53% Expenses: 0.83%
Performance (1-mo.): 3.11% Total Assets: $752.42M
See all details for JHBHX »

John Hancock Value Equity Fund (JVEAX)

Performance (1-yr.): Expenses: 1.40%
Performance (1-mo.): Total Assets: $430.05M
See all details for JVEAX »

Lord Abbett Calibrated Large Cap Value (LCAAX)

Performance (1-yr.): 20.31% Expenses: 0.75%
Performance (1-mo.): 2.12% Total Assets: $464.9M
See all details for LCAAX »

LSV U.S. Managed Volatility Fund (LSVMX)

Performance (1-yr.): Expenses: 0.55%
Performance (1-mo.): Total Assets: $2.01M
See all details for LSVMX »

LWAS/DFA U.S. High Book To Market Portfolio (DFBMX)

Performance (1-yr.): 27.49% Expenses: 0.34%
Performance (1-mo.): 2.70% Total Assets: $71.41M
See all details for DFBMX »

Manning & Napier Equity Income Series (MNEIX)

Performance (1-yr.): Expenses: 0.95%
Performance (1-mo.): 2.31% Total Assets: $45.54M
See all details for MNEIX »

Martin Focused Value Fund (MFVIX)

Performance (1-yr.): 0.40% Expenses: 1.02%
Performance (1-mo.): 0.20% Total Assets: $13.65M
See all details for MFVIX »

MassMutual Premier Value Fund (MCEAX)

Performance (1-yr.): 23.16% Expenses: 1.15%
Performance (1-mo.): 2.52% Total Assets: $90.33M
See all details for MCEAX »

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