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®
#51 Putnam Equity Income Fund (PEYAX)
| Performance (1-yr.): 22.40% | Expenses: 1.09% |
| Performance (1-mo.): 1.48% | Total Assets: $4.32B |
#52 Columbia Select Large-Cap Value Fund (SLVAX)
| Performance (1-yr.): 19.86% | Expenses: 1.25% |
| Performance (1-mo.): 0.39% | Total Assets: $534.2M |
#53 TIAA-CREF Enhanced Large-Cap Value Index Fund (TEVIX)
| Performance (1-yr.): 18.45% | Expenses: 0.38% |
| Performance (1-mo.): 1.27% | Total Assets: $1.29B |
#54 JPMorgan Intrepid Value Fund (JIVAX)
| Performance (1-yr.): 20.74% | Expenses: 0.96% |
| Performance (1-mo.): 1.39% | Total Assets: $1.06B |
#55 Commerce Value Fund (CFVLX)
| Performance (1-yr.): 23.00% | Expenses: 0.70% |
| Performance (1-mo.): 2.73% | Total Assets: $124.97M |
#55 Transamerica Partners Institutional Large Value Fund (DIVIX)
| Performance (1-yr.): 20.28% | Expenses: 0.75% |
| Performance (1-mo.): 1.71% | Total Assets: $113.83M |
#57 Columbia Large Value Quantitative Fund (RLCAX)
| Performance (1-yr.): 19.33% | Expenses: 1.23% |
| Performance (1-mo.): 1.39% | Total Assets: $289.52M |
#58 Diamond Hill Large Cap Fund (DHLAX)
| Performance (1-yr.): 17.71% | Expenses: 1.06% |
| Performance (1-mo.): 2.01% | Total Assets: $2.03B |
#58 Dodge & Cox Stock Fund (DODGX)
| Performance (1-yr.): 24.18% | Expenses: 0.52% |
| Performance (1-mo.): 1.93% | Total Assets: $44.91B |
#58 Invesco Value FDP Fund (MDVVX)
| Performance (1-yr.): 21.21% | Expenses: 1.30% |
| Performance (1-mo.): 2.15% | Total Assets: $119.65M |
