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.): 19.07% |
Expenses: 0.97% |
| Performance (1-mo.): 2.23% |
Total Assets: $33.41M |
| Performance (1-yr.): 18.88% |
Expenses: 1.18% |
| Performance (1-mo.): 1.72% |
Total Assets: $1.79B |
| Performance (1-yr.): 18.39% |
Expenses: 0.90% |
| Performance (1-mo.): 1.39% |
Total Assets: $1.41B |
| Performance (1-yr.): 13.33% |
Expenses: 0.99% |
| Performance (1-mo.): 2.24% |
Total Assets: $398.42M |
| Performance (1-yr.): 18.62% |
Expenses: 0.57% |
| Performance (1-mo.): 1.67% |
Total Assets: $9.16B |
| Performance (1-yr.): 17.79% |
Expenses: 1.01% |
| Performance (1-mo.): 1.89% |
Total Assets: $848.37M |
| Performance (1-yr.): 19.62% |
Expenses: 0.84% |
| Performance (1-mo.): 2.04% |
Total Assets: $7.88B |
| Performance (1-yr.): 25.34% |
Expenses: 1.05% |
| Performance (1-mo.): 0.92% |
Total Assets: $380.39M |
| Performance (1-yr.): 19.05% |
Expenses: 0.96% |
| Performance (1-mo.): 2.44% |
Total Assets: $25.52B |
| Performance (1-yr.): 19.37% |
Expenses: 0.95% |
| Performance (1-mo.): 2.15% |
Total Assets: $16.08M |
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- Top Performing Large Value Funds as of 05.03.2013
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