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 Transamerica Partners Large Value Fund (DVEIX)

Performance (1-yr.): 24.16% Expenses: 1.00%
Performance (1-mo.): 1.44% Total Assets: $273.87M
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#42 AllianceBernstein Growth and Income Fund (CABDX)

Performance (1-yr.): 20.14% Expenses: 0.95%
Performance (1-mo.): 1.09% Total Assets: $3.03B
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#42 Hotchkis and Wiley Diversified Value Fund (HWCAX)

Performance (1-yr.): 24.68% Expenses: 1.20%
Performance (1-mo.): 1.71% Total Assets: $549.29M
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#44 Goldman Sachs Large Cap Value Insights Fund (GCVAX)

Performance (1-yr.): 25.89% Expenses: 0.96%
Performance (1-mo.): 2.04% Total Assets: $409.86M
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#45 Dreyfus Equity Income Fund (DQIAX)

Performance (1-yr.): 22.23% Expenses: 1.10%
Performance (1-mo.): 2.28% Total Assets: $233.2M
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#45 Invesco Comstock Fund (ACSTX)

Performance (1-yr.): 22.65% Expenses: 0.86%
Performance (1-mo.): 2.27% Total Assets: $13.0B
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#47 JPMorgan Equity Income Fund (OIEIX)

Performance (1-yr.): 21.60% Expenses: 1.05%
Performance (1-mo.): 2.31% Total Assets: $7.49B
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#47 SEI Institutional Managed Trust Large Cap Value Fund (TRMVX)

Performance (1-yr.): 25.41% Expenses: 0.89%
Performance (1-mo.): 2.29% Total Assets: $1.58B
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#49 Federated MDT All Cap Core Fund (QAACX)

Performance (1-yr.): 29.42% Expenses: 1.36%
Performance (1-mo.): 2.01% Total Assets: $149.14M
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#49 Shelton Capital Management Core Value Fund (EQTIX)

Performance (1-yr.): 21.98% Expenses: 0.84%
Performance (1-mo.): 2.29% Total Assets: $201.98M
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Top Performing Large Value Funds As of 07.03.2014

Primary Trend Fund (PTFDX)

Total Return: 4.45%

Snow Capital Inflation Advantaged Equities Fund (SIAAX)

Total Return: 4.25%

Touchstone Premium Yield Equity Fund (TPYAX)

Total Return: 4.13%

Snow Capital Focused Value Fund (SFOAX)

Total Return: 38.73%

Nuance Concentrated Value Fund (NCVLX)

Total Return: 30.83%

Snow Capital Market Plus Fund (SPLAX)

Total Return: 30.74%

Federated MDT Stock Trust (FSTKX)

Total Return: 19.77%

LSV Value Equity Fund (LSVEX)

Total Return: 19.43%

Nuance Concentrated Value Fund (NCVLX)

Total Return: 18.90%

* Annualized