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 Edgar Lomax Value Fund (LOMAX)

Performance (1-yr.): 23.28% Expenses: 0.96%
Performance (1-mo.): 1.88% Total Assets: $52.02M
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#51 MassMutual Select Diversified Value Fund (MDDAX)

Performance (1-yr.): 23.80% Expenses: 1.10%
Performance (1-mo.): 2.49% Total Assets: $375.68M
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#51 SA U.S. Value Fund (SABTX)

Performance (1-yr.): 27.01% Expenses: 1.05%
Performance (1-mo.): 2.79% Total Assets: $526.71M
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#54 Al Frank Dividend Value Fund (VALDX)

Performance (1-yr.): 24.19% Expenses: 1.98%
Performance (1-mo.): 2.90% Total Assets: $17.85M
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#54 Schwab Dividend Equity Fund (SWDSX)

Performance (1-yr.): 23.01% Expenses: 0.89%
Performance (1-mo.): 2.81% Total Assets: $1.98B
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#56 MassMutual Premier Disciplined Value Fund (MEPAX)

Performance (1-yr.): 23.23% Expenses: 1.10%
Performance (1-mo.): 2.55% Total Assets: $344.95M
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#56 Target Large Capitalization Value Fund (TALVX)

Performance (1-yr.): 24.95% Expenses: 0.80%
Performance (1-mo.): 2.19% Total Assets: $291.79M
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#56 Wilshire Large Company Value Portfolio (DTLVX)

Performance (1-yr.): 23.53% Expenses: 1.25%
Performance (1-mo.): 2.59% Total Assets: $160.09M
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#59 American Century Capital Value Fund (ACCVX)

Performance (1-yr.): 21.33% Expenses: 1.35%
Performance (1-mo.): 2.71% Total Assets: $154.1M
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#59 ClearBridge Equity Income Fund (SOPAX)

Performance (1-yr.): 19.19% Expenses: 1.18%
Performance (1-mo.): 1.63% Total Assets: $5.88B
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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