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®

Northquest Capital Fund (NQCFX)

Performance (1-yr.): 19.56% Expenses: 1.79%
Performance (1-mo.): 4.04% Total Assets: $3.01M
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Nuance Concentrated Value Fund (NCVLX)

Performance (1-yr.): 28.71% Expenses: 1.16%
Performance (1-mo.): 5.65% Total Assets: $376.57M
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Oak Ridge Dividend Growth Fund (ORDAX)

Performance (1-yr.): Expenses: 1.26%
Performance (1-mo.): 3.15% Total Assets: $308,167
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Pacific Life Funds Large Cap Value Fund (None)

Performance (1-yr.): 23.38% Expenses: 0.80%
Performance (1-mo.): 4.60% Total Assets: $373.14M
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PL Comstock Fund (None)

Performance (1-yr.): 26.66% Expenses: 0.89%
Performance (1-mo.): 4.33% Total Assets: $304.41M
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Poplar Forest Partners Fund (PFPFX)

Performance (1-yr.): 35.76% Expenses: 1.26%
Performance (1-mo.): 4.83% Total Assets: $395.26M
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Power Dividend Index Fund (PWDAX)

Performance (1-yr.): Expenses: 1.72%
Performance (1-mo.): 3.47% Total Assets: $51.17M
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Snow Capital Dividend Plus Fund (SDPAX)

Performance (1-yr.): Expenses: 1.25%
Performance (1-mo.): 4.79% Total Assets: $306,513
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Snow Capital Focused Value Fund (SFOAX)

Performance (1-yr.): Expenses: 1.40%
Performance (1-mo.): 6.56% Total Assets: $336,922
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Snow Capital Inflation Advantaged Equities Fund (SIAAX)

Performance (1-yr.): Expenses: 1.50%
Performance (1-mo.): 5.06% Total Assets: $297,728
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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