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®

#41 Payden Equity Income Fund (PYVLX)

Performance (1-yr.): 13.57% Expenses: 0.80%
Performance (1-mo.): 1.87% Total Assets: $235.07M
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#42 T. Rowe Price Institutional Large Cap Value Fund (TILCX)

Performance (1-yr.): 23.02% Expenses: 0.59%
Performance (1-mo.): 1.74% Total Assets: $1.72B
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#43 American Century Investments NT Large Company Value Fund (ACLLX)

Performance (1-yr.): 21.75% Expenses: 0.67%
Performance (1-mo.): 2.30% Total Assets: $1.32B
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#43 City National Rochdale Dividend & Income Fund (RIMHX)

Performance (1-yr.): 9.08% Expenses: 1.16%
Performance (1-mo.): 2.16% Total Assets: $176.91M
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#43 Delaware Value® Fund (DDVAX)

Performance (1-yr.): 21.90% Expenses: 1.02%
Performance (1-mo.): 2.91% Total Assets: $4.66B
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#43 MFS® Institutional Large Cap Value Fund (ILVAX)

Performance (1-yr.): 22.75% Expenses: 0.65%
Performance (1-mo.): 1.38% Total Assets: $181.53M
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#47 BMO Large-Cap Value Fund (MREIX)

Performance (1-yr.): 23.49% Expenses: 1.24%
Performance (1-mo.): 2.16% Total Assets: $235.42M
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#48 DFA Tax Managed U.S. Marketwide Value Portfolio (DTMMX)

Performance (1-yr.): 24.72% Expenses: 0.37%
Performance (1-mo.): 1.44% Total Assets: $3.38B
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#48 DFA U.S. Large Cap Value Portfolio (DFLVX)

Performance (1-yr.): 25.61% Expenses: 0.27%
Performance (1-mo.): 2.34% Total Assets: $13.49B
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#48 Hennessy Total Return Fund (HDOGX)

Performance (1-yr.): 10.06% Expenses: 1.27%
Performance (1-mo.): 1.94% Total Assets: $85.09M
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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