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®
| Performance (1-yr.): 31.48% |
Expenses: 1.44% |
| Performance (1-mo.): 4.77% |
Total Assets: $13.06M |
| Performance (1-yr.): 18.39% |
Expenses: 0.35% |
| Performance (1-mo.): 2.19% |
Total Assets: $41.87B |
| Performance (1-yr.): 15.57% |
Expenses: 0.99% |
| Performance (1-mo.): 2.94% |
Total Assets: $39.11M |
| Performance (1-yr.): 15.98% |
Expenses: 1.12% |
| Performance (1-mo.): 3.04% |
Total Assets: $653.84M |
| Performance (1-yr.): 17.87% |
Expenses: 1.22% |
| Performance (1-mo.): 2.38% |
Total Assets: $390.07M |
| Performance (1-yr.): 17.23% |
Expenses: 1.05% |
| Performance (1-mo.): 2.53% |
Total Assets: $4.05B |
| Performance (1-yr.): 19.70% |
Expenses: 0.95% |
| Performance (1-mo.): 0.92% |
Total Assets: $189.72M |
| Performance (1-yr.): 19.88% |
Expenses: 1.00% |
| Performance (1-mo.): 1.59% |
Total Assets: $238.24M |
| Performance (1-yr.): 21.39% |
Expenses: 0.82% |
| Performance (1-mo.): 2.55% |
Total Assets: $759.45M |
| Performance (1-yr.): 21.80% |
Expenses: 1.78% |
| Performance (1-mo.): 1.68% |
Total Assets: $19.81M |
-
Find a Fund
-
-
Advertisement
-
- Top Performing Large Value Funds as of 05.03.2013
-
-
