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®

#59 Diamond Hill Select Fund (DHTAX)

Performance (1-yr.): 24.88% Expenses: 1.20%
Performance (1-mo.): 2.28% Total Assets: $67.62M
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#59 Putnam Fund for Growth and Income Fund (PGRWX)

Performance (1-yr.): 26.56% Expenses: 1.04%
Performance (1-mo.): 2.90% Total Assets: $5.61B
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#63 BMO Large-Cap Value Fund (MREIX)

Performance (1-yr.): 24.93% Expenses: 1.24%
Performance (1-mo.): 1.23% Total Assets: $243.97M
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#64 Fidelity Advisor® Stock Selector Large Cap Value Fund (FLUAX)

Performance (1-yr.): 23.98% Expenses: 1.00%
Performance (1-mo.): 2.67% Total Assets: $703.05M
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#65 ClearBridge Large Cap Value Fund (SINAX)

Performance (1-yr.): 22.21% Expenses: 0.98%
Performance (1-mo.): 2.75% Total Assets: $1.55B
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#65 Hotchkis and Wiley Large Cap Value Fund (HWLAX)

Performance (1-yr.): 26.22% Expenses: 1.30%
Performance (1-mo.): 1.73% Total Assets: $760.72M
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#67 Hartford Equity Income Fund (HQIAX)

Performance (1-yr.): 20.29% Expenses: 1.06%
Performance (1-mo.): 2.11% Total Assets: $3.82B
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#68 Diamond Hill Large Cap Fund (DHLAX)

Performance (1-yr.): 21.97% Expenses: 1.05%
Performance (1-mo.): 2.29% Total Assets: $3.0B
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#68 MFS® Value Fund (MEIAX)

Performance (1-yr.): 21.76% Expenses: 0.92%
Performance (1-mo.): 1.46% Total Assets: $34.17B
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#70 Columbia Select Large-Cap Value Fund (SLVAX)

Performance (1-yr.): 25.04% Expenses: 1.18%
Performance (1-mo.): 1.85% Total Assets: $912.82M
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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