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®
#39 DFA U.S. Large Cap Value Portfolio (DFLVX)
| Performance (1-yr.): 41.68% | Expenses: 0.27% |
| Performance (1-mo.): 4.13% | Total Assets: $10.68B |
#39 LWAS/DFA U.S. High Book To Market Portfolio (DFBMX)
| Performance (1-yr.): 41.58% | Expenses: 0.34% |
| Performance (1-mo.): 4.13% | Total Assets: $67.77M |
#43 Schwab Dividend Equity Fund (SWDSX)
| Performance (1-yr.): 27.95% | Expenses: 0.89% |
| Performance (1-mo.): 2.59% | Total Assets: $1.6B |
#44 Madison Dividend Income Fund (BHBFX)
| Performance (1-yr.): 26.58% | Expenses: 0.95% |
| Performance (1-mo.): 0.98% | Total Assets: $16.33M |
#45 BNY Mellon Income Stock Fund (MPISX)
| Performance (1-yr.): 31.64% | Expenses: 0.82% |
| Performance (1-mo.): 1.62% | Total Assets: $790.77M |
#45 Carne Large Cap Value Fund (WVLIX)
| Performance (1-yr.): 29.65% | Expenses: 1.72% |
| Performance (1-mo.): 3.48% | Total Assets: $62.68M |
#45 Hartford Equity Income Fund (HQIAX)
| Performance (1-yr.): 27.72% | Expenses: 1.11% |
| Performance (1-mo.): 1.87% | Total Assets: $2.49B |
#45 INTECH U.S. Value Fund (JRSAX)
| Performance (1-yr.): 32.41% | Expenses: 0.92% |
| Performance (1-mo.): 2.77% | Total Assets: $86.15M |
#45 Queens Road Value Fund (QRVLX)
| Performance (1-yr.): 28.19% | Expenses: 0.97% |
| Performance (1-mo.): 1.24% | Total Assets: $33.7M |
#45 TCW Relative Value Large Cap Fund (TGDVX)
| Performance (1-yr.): 36.72% | Expenses: 1.14% |
| Performance (1-mo.): 4.01% | Total Assets: $1.09B |
