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 Payden Equity Income Fund (PYVLX)

Performance (1-yr.): 21.11% Expenses: 0.80%
Performance (1-mo.): 3.32% Total Assets: $357.9M
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#22 American Beacon Bridgeway Large Cap Value Fund (BRLVX)

Performance (1-yr.): 27.45% Expenses: 0.85%
Performance (1-mo.): 2.50% Total Assets: $732.05M
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#23 Vanguard Value Index Fund (VIVAX)

Performance (1-yr.): 22.19% Expenses: 0.24%
Performance (1-mo.): 1.88% Total Assets: $31.93B
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#24 Homestead Funds Value Fund (HOVLX)

Performance (1-yr.): 24.33% Expenses: 0.64%
Performance (1-mo.): 2.40% Total Assets: $893.04M
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#25 Transamerica Partners Institutional Large Value Fund (DIVIX)

Performance (1-yr.): 24.38% Expenses: 0.75%
Performance (1-mo.): 1.45% Total Assets: $103.42M
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#26 Davenport Value & Income Fund (DVIPX)

Performance (1-yr.): 19.70% Expenses: 1.18%
Performance (1-mo.): 1.27% Total Assets: $329.71M
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#26 DFA U.S. Large Cap Value Portfolio (DFLVX)

Performance (1-yr.): 27.64% Expenses: 0.27%
Performance (1-mo.): 2.72% Total Assets: $14.6B
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#28 MFS® Institutional Large Cap Value Fund (ILVAX)

Performance (1-yr.): 22.15% Expenses: 0.65%
Performance (1-mo.): 1.49% Total Assets: $183.52M
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#29 JPMorgan Value Advantage Fund (JVAAX)

Performance (1-yr.): 22.19% Expenses: 1.27%
Performance (1-mo.): 2.50% Total Assets: $7.69B
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#29 T. Rowe Price Institutional Large Cap Value Fund (TILCX)

Performance (1-yr.): 24.32% Expenses: 0.58%
Performance (1-mo.): 2.78% Total Assets: $2.19B
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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