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®

#21 Edgar Lomax Value Fund (LOMAX)

Performance (1-yr.): 24.09% Expenses: 0.96%
Performance (1-mo.): 3.97% Total Assets: $45.83M
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#21 Vanguard Windsor™ II Fund (VWNFX)

Performance (1-yr.): 24.70% Expenses: 0.36%
Performance (1-mo.): 4.51% Total Assets: $47.59B
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#23 Federated MDT Stock Trust Fund (FSTKX)

Performance (1-yr.): 29.67% Expenses: 0.99%
Performance (1-mo.): 4.58% Total Assets: $295.91M
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#23 Sound Shore Fund (SSHFX)

Performance (1-yr.): 34.89% Expenses: 0.94%
Performance (1-mo.): 5.51% Total Assets: $2.21B
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#23 Transamerica Partners Institutional Large Value Fund (DIVIX)

Performance (1-yr.): 27.55% Expenses: 0.75%
Performance (1-mo.): 4.02% Total Assets: $114.3M
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#26 Stock Dividend Fund (SDIVX)

Performance (1-yr.): 18.17% Expenses: 0.85%
Performance (1-mo.): 3.55% Total Assets: $38.86M
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#26 TIAA-CREF Large-Cap Value Index Fund (TILVX)

Performance (1-yr.): 23.31% Expenses: 0.07%
Performance (1-mo.): 4.27% Total Assets: $1.84B
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#26 Vanguard U.S. Value Fund (VUVLX)

Performance (1-yr.): 24.81% Expenses: 0.30%
Performance (1-mo.): 4.68% Total Assets: $933.7M
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#29 Transamerica Partners Large Value Fund (DVEIX)

Performance (1-yr.): 27.17% Expenses: 1.00%
Performance (1-mo.): 3.96% Total Assets: $253.13M
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#30 JPMorgan Intrepid Value Fund (JIVAX)

Performance (1-yr.): 27.09% Expenses: 0.98%
Performance (1-mo.): 3.87% Total Assets: $1.4B
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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