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®

VALIC Company II Large Cap Value Fund (VACVX)

Performance (1-yr.): 26.62% Expenses: 0.81%
Performance (1-mo.): 4.60% Total Assets: $211.75M
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VALIC Company I Value Fund (VAVAX)

Performance (1-yr.): 22.38% Expenses: 0.85%
Performance (1-mo.): 4.41% Total Assets: $119.57M
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William Blair Large Cap Value Fund (BLVIX)

Performance (1-yr.): 23.87% Expenses: 0.95%
Performance (1-mo.): 4.40% Total Assets: $5.12M
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Zacks Dividend Fund (ZDIVX)

Performance (1-yr.): Expenses: 1.30%
Performance (1-mo.): 5.53% Total Assets: $105,541
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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