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 LSV Conservative Core Equity Fund (LSVPX)

Performance (1-yr.): 27.32% Expenses: 0.35%
Performance (1-mo.): 2.68% Total Assets: $14.55M
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#30 Robeco Boston Partners All Cap Value Fund (BPAIX)

Performance (1-yr.): 28.22% Expenses: 0.70%
Performance (1-mo.): 2.21% Total Assets: $858.41M
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#33 Target Large Capitalization Value Fund (TALVX)

Performance (1-yr.): 25.37% Expenses: 0.80%
Performance (1-mo.): 2.22% Total Assets: $282.9M
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#34 Schwab Fundamental U.S. Large Company Index Fund (SFLNX)

Performance (1-yr.): 21.48% Expenses: 0.35%
Performance (1-mo.): 1.89% Total Assets: $3.56B
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#34 Vanguard Value Index Fund (VIVAX)

Performance (1-yr.): 21.71% Expenses: 0.24%
Performance (1-mo.): 2.58% Total Assets: $29.61B
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#36 John Hancock Funds Disciplined Value Fund (JVLAX)

Performance (1-yr.): 25.30% Expenses: 1.20%
Performance (1-mo.): 2.21% Total Assets: $8.27B
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#37 DFA Tax Managed U.S. Marketwide Value II Portfolio (DFMVX)

Performance (1-yr.): 24.98% Expenses: 0.23%
Performance (1-mo.): 1.50% Total Assets: $1.39B
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#37 Diamond Hill Large Cap Fund (DHLAX)

Performance (1-yr.): 24.27% Expenses: 1.05%
Performance (1-mo.): 1.53% Total Assets: $2.71B
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#37 Hartford Equity Income Fund (HQIAX)

Performance (1-yr.): 19.29% Expenses: 1.06%
Performance (1-mo.): 2.09% Total Assets: $3.63B
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#37 John Hancock II Equity Income Fund (JIEMX)

Performance (1-yr.): 18.42% Expenses: 0.87%
Performance (1-mo.): 1.99% Total Assets: $1.8B
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Top Performing Large Value Funds As of 04.22.2014

Clifford Capital Partners Fund (CLIFX)

Total Return: 5.14%

Valley Forge Fund (VAFGX)

Total Return: 4.21%

Mount Lucas US Focused Equity Fund (BMLEX)

Total Return: 3.77%

Cambiar Aggressive Value Fund (CAMAX)

Total Return: 43.49%

Snow Capital Focused Value Fund (SFOAX)

Total Return: 37.35%

Monteagle Select Value Fund (MVEIX)

Total Return: 33.30%

SunAmerica Focused Dividend Strategy Portfolio (FDSAX)

Total Return: 18.26%

Federated MDT Stock Trust Fund (FSTKX)

Total Return: 18.23%

Delaware Pooled Trust Large Cap Value Equity Portfolio (DPDEX)

Total Return: 17.24%

* Annualized