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 TCW Dividend Focused Fund (TGIGX)

Performance (1-yr.): 21.64% Expenses: 1.11%
Performance (1-mo.): 3.83% Total Assets: $1.13B
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#52 American Century Investments NT Large Company Value Fund (ACLLX)

Performance (1-yr.): 22.93% Expenses: 0.67%
Performance (1-mo.): 4.37% Total Assets: $1.32B
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#52 John Hancock II Equity Income Fund (JIEMX)

Performance (1-yr.): 20.58% Expenses: 0.87%
Performance (1-mo.): 3.67% Total Assets: $1.77B
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#52 Schwab Dividend Equity Fund (SWDSX)

Performance (1-yr.): 21.71% Expenses: 0.89%
Performance (1-mo.): 4.24% Total Assets: $1.81B
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#55 BMO Large Cap Value Fund (MREIX)

Performance (1-yr.): 26.36% Expenses: 1.24%
Performance (1-mo.): 4.79% Total Assets: $231.12M
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#55 ClearBridge Equity Income Fund (SOPAX)

Performance (1-yr.): 17.16% Expenses: 1.20%
Performance (1-mo.): 3.40% Total Assets: $5.46B
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#55 Manning & Napier Dividend Focus Series (MNDFX)

Performance (1-yr.): 18.88% Expenses: 0.60%
Performance (1-mo.): 4.54% Total Assets: $183.87M
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#58 Cutler Equity Fund (CALEX)

Performance (1-yr.): 19.38% Expenses: 1.16%
Performance (1-mo.): 3.97% Total Assets: $112.73M
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#59 Cullen High Dividend Equity Fund (CHDEX)

Performance (1-yr.): 17.29% Expenses: 1.03%
Performance (1-mo.): 3.95% Total Assets: $2.47B
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#59 Diamond Hill Select Fund (DHTAX)

Performance (1-yr.): 32.55% Expenses: 1.20%
Performance (1-mo.): 3.06% Total Assets: $75.7M
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Top Performing Large Value Funds As of 03.05.2014

Cambiar Aggressive Value Fund (CAMAX)

Total Return: 7.66%

Fairholme Fund (FAIRX)

Total Return: 7.44%

Snow Capital Focused Value Fund (SFOAX)

Total Return: 6.56%

Cambiar Aggressive Value Fund (CAMAX)

Total Return: 44.40%

Monteagle Select Value Fund (MVEIX)

Total Return: 36.71%

Poplar Forest Partners Fund (PFPFX)

Total Return: 35.76%

SunAmerica Focused Dividend Strategy Portfolio (FDSAX)

Total Return: 18.60%

Federated MDT Stock Trust Fund (FSTKX)

Total Return: 17.10%

Barrow All-Cap Core Fund (BALIX)

Total Return: 16.87%

* Annualized