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®

TIAA-CREF Large-Cap Value Index Fund (TILVX)

Performance (1-yr.): 23.67% Expenses: 0.07%
Performance (1-mo.): 2.56% Total Assets: $2.12B
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Touchstone Value Fund (TVLAX)

Performance (1-yr.): 21.50% Expenses: 1.08%
Performance (1-mo.): 1.77% Total Assets: $430.71M
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Transamerica Dividend Focused (TDFAX)

Performance (1-yr.): 21.96% Expenses: 1.02%
Performance (1-mo.): 1.04% Total Assets: $1.17B
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Transamerica Select Equity Fund (None)

Performance (1-yr.): 19.74% Expenses: 0.77%
Performance (1-mo.): 1.00% Total Assets: $1.35B
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Transparent Value Large-Cap Value Fund (TVVAX)

Performance (1-yr.): 21.43% Expenses: 1.50%
Performance (1-mo.): 3.21% Total Assets: $5.34M
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Union Street Partners Value Fund (USPVX)

Performance (1-yr.): 23.15% Expenses: 1.77%
Performance (1-mo.): 1.43% Total Assets: $21.09M
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VALIC Company I Broad Cap Value Income Fund (VBCVX)

Performance (1-yr.): 21.48% Expenses: 0.85%
Performance (1-mo.): 2.11% Total Assets: $56.74M
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VALIC Company I Core Equity Fund (VCCEX)

Performance (1-yr.): 25.51% Expenses: 0.80%
Performance (1-mo.): 1.99% Total Assets: $271.61M
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VALIC Company I Dividend Value Fund (VCIGX)

Performance (1-yr.): 17.06% Expenses: 0.82%
Performance (1-mo.): 0.98% Total Assets: $631.42M
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VALIC Company II Large Cap Value Fund (VACVX)

Performance (1-yr.): 22.68% Expenses: 0.81%
Performance (1-mo.): 2.02% Total Assets: $219.93M
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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