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®

#61 AllianceBernstein Growth and Income Fund (CABDX)

Performance (1-yr.): 25.46% Expenses: 0.95%
Performance (1-mo.): 3.72% Total Assets: $1.68B
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#62 Artisan Value Fund (ARTLX)

Performance (1-yr.): 18.59% Expenses: 1.04%
Performance (1-mo.): 5.30% Total Assets: $1.26B
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#62 Columbia Dividend Income Fund (LBSAX)

Performance (1-yr.): 19.60% Expenses: 1.04%
Performance (1-mo.): 3.98% Total Assets: $8.8B
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#62 Goldman Sachs Large Cap Value Insights Fund (GCVAX)

Performance (1-yr.): 26.32% Expenses: 0.96%
Performance (1-mo.): 4.77% Total Assets: $363.01M
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#62 Shelton Capital Management Core Value Fund (EQTIX)

Performance (1-yr.): 21.63% Expenses: 0.84%
Performance (1-mo.): 3.66% Total Assets: $193.27M
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#66 Nuveen Dividend Value Fund (FFEIX)

Performance (1-yr.): 23.19% Expenses: 1.13%
Performance (1-mo.): 4.64% Total Assets: $1.7B
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#67 BlackRock Large Cap Core Retirement Portfolio (MKLRX)

Performance (1-yr.): 28.02% Expenses: 0.59%
Performance (1-mo.): 4.18% Total Assets: $1.51M
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#67 Hartford Equity Income Fund (HQIAX)

Performance (1-yr.): 20.59% Expenses: 1.11%
Performance (1-mo.): 4.10% Total Assets: $3.52B
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#67 Hennessy Total Return Fund (HDOGX)

Performance (1-yr.): 10.87% Expenses: 1.27%
Performance (1-mo.): 2.04% Total Assets: $85.22M
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#67 Invesco Comstock Fund (ACSTX)

Performance (1-yr.): 26.62% Expenses: 0.86%
Performance (1-mo.): 4.24% Total Assets: $12.0B
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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