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®
McKinley Diversified Income Fund (MCDNX)
| Performance (1-yr.): — | Expenses: 1.21% |
| Performance (1-mo.): 2.90% | Total Assets: $13.8M |
MFS Equity Income Fund (EQNAX)
| Performance (1-yr.): — | Expenses: 1.25% |
| Performance (1-mo.): 0.63% | Total Assets: $15.87M |
Monongahela All Cap Value Fund (MCMVX)
| Performance (1-yr.): — | Expenses: 0.85% |
| Performance (1-mo.): — | Total Assets: $10 |
Neuberger Berman Value Fund (NVAAX)
| Performance (1-yr.): 30.29% | Expenses: 1.13% |
| Performance (1-mo.): 2.56% | Total Assets: $5.32M |
Northquest Capital Fund (NQCFX)
| Performance (1-yr.): 13.77% | Expenses: 1.79% |
| Performance (1-mo.): 1.87% | Total Assets: $2.54M |
Nuance Concentrated Value Fund (NCVLX)
| Performance (1-yr.): 33.96% | Expenses: 1.16% |
| Performance (1-mo.): 2.72% | Total Assets: $106.43M |
Oakseed Opportunity Fund (SEDEX)
| Performance (1-yr.): — | Expenses: 1.16% |
| Performance (1-mo.): 2.88% | Total Assets: $47.11M |
Pacific Life Funds Large Cap Value Fund (None)
| Performance (1-yr.): 28.19% | Expenses: 0.80% |
| Performance (1-mo.): 2.04% | Total Assets: $336.26M |
Penn Series Large Core Value Fund (None)
| Performance (1-yr.): 29.07% | Expenses: 0.88% |
| Performance (1-mo.): 2.94% | Total Assets: $183.84M |
PL Comstock Fund (None)
| Performance (1-yr.): 34.66% | Expenses: 0.89% |
| Performance (1-mo.): 3.74% | Total Assets: $276.41M |
