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®
#31 ASTON/River Road Dividend All Cap Value Fund (ARDEX)
| Performance (1-yr.): 21.19% | Expenses: 1.13% |
| Performance (1-mo.): 3.02% | Total Assets: $1.09B |
#31 ClearBridge Equity Income Fund (SOPAX)
| Performance (1-yr.): 19.23% | Expenses: 1.15% |
| Performance (1-mo.): 2.39% | Total Assets: $4.78B |
#31 Robeco Boston Partners All Cap Value Fund (BPAIX)
| Performance (1-yr.): 17.93% | Expenses: 0.70% |
| Performance (1-mo.): 1.70% | Total Assets: $424.57M |
#31 Vanguard Equity Income Fund (VEIPX)
| Performance (1-yr.): 19.40% | Expenses: 0.30% |
| Performance (1-mo.): 2.66% | Total Assets: $12.07B |
#35 DFA Tax Managed U.S. Marketwide Value II Portfolio (DFMVX)
| Performance (1-yr.): 26.18% | Expenses: 0.23% |
| Performance (1-mo.): 0.75% | Total Assets: $1.12B |
#36 TCW Relative Value Large Cap Fund (TGDVX)
| Performance (1-yr.): 20.73% | Expenses: 1.14% |
| Performance (1-mo.): 0.11% | Total Assets: $1.03B |
#37 TIAA-CREF Large Cap Value Fund (TRLIX)
| Performance (1-yr.): 20.96% | Expenses: 0.46% |
| Performance (1-mo.): 1.88% | Total Assets: $3.75B |
#38 TCW Dividend Focused Fund (TGIGX)
| Performance (1-yr.): 21.56% | Expenses: 1.14% |
| Performance (1-mo.): 0.58% | Total Assets: $873.9M |
#39 AllianceBernstein Growth and Income Fund (CABDX)
| Performance (1-yr.): 17.02% | Expenses: 1.11% |
| Performance (1-mo.): 1.36% | Total Assets: $1.45B |
#40 LWAS/DFA U.S. High Book To Market Portfolio (DFBMX)
| Performance (1-yr.): 26.30% | Expenses: 0.34% |
| Performance (1-mo.): 1.00% | Total Assets: $65.48M |
