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 II All Cap Core Fund (JHBHX)

Performance (1-yr.): 25.46% Expenses: 0.83%
Performance (1-mo.): 4.57% Total Assets: $657.3M
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Lord Abbett Calibrated Large Cap Value (LCAAX)

Performance (1-yr.): 22.45% Expenses: 0.75%
Performance (1-mo.): 4.17% Total Assets: $431.72M
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Manning & Napier Equity Income Series (MNEIX)

Performance (1-yr.): Expenses: 0.95%
Performance (1-mo.): 3.68% Total Assets: $24.98M
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Martin Focused Value Fund (MFVIX)

Performance (1-yr.): 2.83% Expenses: 1.02%
Performance (1-mo.): 0.00% Total Assets: $14.85M
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Meritage Value Equity Fund (MVEBX)

Performance (1-yr.): Expenses: 1.00%
Performance (1-mo.): 5.24% Total Assets: $4.44M
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Meritage Yield-Focus Equity Fund (MPYIX)

Performance (1-yr.): Expenses: 1.00%
Performance (1-mo.): 4.23% Total Assets: $2.96M
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MFS® Equity Income Fund (EQNAX)

Performance (1-yr.): 24.91% Expenses: 1.25%
Performance (1-mo.): 4.50% Total Assets: $50.13M
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Monongahela All Cap Value Fund (MCMVX)

Performance (1-yr.): Expenses: 0.85%
Performance (1-mo.): 3.09% Total Assets: $2.22M
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Nationwide Ziegler Equity Income Fund (NWGYX)

Performance (1-yr.): 19.85% Expenses: 1.15%
Performance (1-mo.): 3.96% Total Assets: $129.77M
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Neuberger Berman Value Fund (NVAAX)

Performance (1-yr.): 22.99% Expenses: 1.13%
Performance (1-mo.): 3.71% Total Assets: $14.38M
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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