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®

#30 Northern Large Cap Core Fund (NOLCX)

Performance (1-yr.): 28.42% Expenses: 0.62%
Performance (1-mo.): 4.83% Total Assets: $24.08M
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#32 LSV Conservative Value Equity Fund (LSVVX)

Performance (1-yr.): 26.95% Expenses: 0.35%
Performance (1-mo.): 3.91% Total Assets: $97.64M
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#33 Fidelity® Large Cap Value Enhanced Index Fund (FLVEX)

Performance (1-yr.): 23.92% Expenses: 0.47%
Performance (1-mo.): 3.87% Total Assets: $179.84M
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#33 JPMorgan Value Advantage Fund (JVAAX)

Performance (1-yr.): 25.31% Expenses: 1.27%
Performance (1-mo.): 4.75% Total Assets: $6.11B
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#35 Payden Equity Income Fund (PYVLX)

Performance (1-yr.): 17.32% Expenses: 0.80%
Performance (1-mo.): 4.02% Total Assets: $233.96M
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#36 American Century Income and Growth Fund (AMADX)

Performance (1-yr.): 26.77% Expenses: 0.93%
Performance (1-mo.): 4.22% Total Assets: $1.96B
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#36 LSV Conservative Core Equity Fund (LSVPX)

Performance (1-yr.): 29.73% Expenses: 0.35%
Performance (1-mo.): 4.33% Total Assets: $14.16M
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#38 Delaware Value Fund (DDVAX)

Performance (1-yr.): 22.98% Expenses: 1.09%
Performance (1-mo.): 4.23% Total Assets: $4.38B
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#39 BNY Mellon Income Stock Fund (MPISX)

Performance (1-yr.): 26.03% Expenses: 0.81%
Performance (1-mo.): 4.09% Total Assets: $1.16B
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#39 LSV Value Equity Fund (LSVEX)

Performance (1-yr.): 31.43% Expenses: 0.65%
Performance (1-mo.): 4.31% Total Assets: $1.34B
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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