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®

#20 SunAmerica Focused Dividend Strategy Portfolio (FDSAX)

Performance (1-yr.): 20.60% Expenses: 1.13%
Performance (1-mo.): 1.25% Total Assets: $7.93B
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#22 Edgar Lomax Value Fund (LOMAX)

Performance (1-yr.): 21.97% Expenses: 0.96%
Performance (1-mo.): 2.83% Total Assets: $47.11M
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#23 TIAA-CREF Large-Cap Value Index Fund (TILVX)

Performance (1-yr.): 21.44% Expenses: 0.07%
Performance (1-mo.): 2.38% Total Assets: $1.93B
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#24 Transamerica Partners Large Value Fund (DVEIX)

Performance (1-yr.): 24.90% Expenses: 1.00%
Performance (1-mo.): 2.28% Total Assets: $260.66M
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#25 Artisan Value Fund (ARTLX)

Performance (1-yr.): 16.21% Expenses: 1.04%
Performance (1-mo.): 2.14% Total Assets: $1.33B
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#26 LSV Conservative Value Equity Fund (LSVVX)

Performance (1-yr.): 25.55% Expenses: 0.35%
Performance (1-mo.): 3.32% Total Assets: $60.45M
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#26 Vanguard U.S. Value Fund (VUVLX)

Performance (1-yr.): 23.16% Expenses: 0.30%
Performance (1-mo.): 2.71% Total Assets: $960.19M
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#28 Madison Dividend Income Fund (BHBFX)

Performance (1-yr.): 17.74% Expenses: 0.95%
Performance (1-mo.): 2.27% Total Assets: $20.13M
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#29 Cutler Equity Fund (CALEX)

Performance (1-yr.): 16.84% Expenses: 1.16%
Performance (1-mo.): 1.99% Total Assets: $116.22M
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#30 BNY Mellon Income Stock Fund (MPISX)

Performance (1-yr.): 23.87% Expenses: 0.81%
Performance (1-mo.): 2.52% Total Assets: $1.19B
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