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®

#70 Consulting Group Large Capitalization Value Equity (TLVUX)

Performance (1-yr.): 22.72% Expenses: 0.70%
Performance (1-mo.): 2.62% Total Assets: $1.52B
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#70 Federated Equity Income Fund, Inc. (LEIFX)

Performance (1-yr.): 24.24% Expenses: 1.14%
Performance (1-mo.): 2.37% Total Assets: $1.66B
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#70 John Hancock Funds Disciplined Value Fund (JVLAX)

Performance (1-yr.): 21.36% Expenses: 1.11%
Performance (1-mo.): 1.47% Total Assets: $10.48B
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#74 American Funds Washington Mutual Investors Fund (AWSHX)

Performance (1-yr.): 22.45% Expenses: 0.62%
Performance (1-mo.): 1.60% Total Assets: $73.54B
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#74 TCW Relative Value Large Cap Fund (TGDVX)

Performance (1-yr.): 24.11% Expenses: 1.13%
Performance (1-mo.): 3.19% Total Assets: $747.61M
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#74 USAA Value Fund (UVALX)

Performance (1-yr.): 22.81% Expenses: 1.25%
Performance (1-mo.): 2.39% Total Assets: $1.21B
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#77 Columbia Dividend Income Fund (LBSAX)

Performance (1-yr.): 18.38% Expenses: 1.04%
Performance (1-mo.): 1.68% Total Assets: $8.96B
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#77 Columbia Large Value Quantitative Fund (RLCAX)

Performance (1-yr.): 24.79% Expenses: 1.24%
Performance (1-mo.): 2.46% Total Assets: $829.23M
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#77 Invesco Low Volatility Equity Yield Fund (SCAUX)

Performance (1-yr.): 22.19% Expenses: 1.18%
Performance (1-mo.): 2.59% Total Assets: $361.56M
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#77 SEI Institutional Managed Trust U.S. Managed Volatility Fund (SVOAX)

Performance (1-yr.): 22.34% Expenses: 1.00%
Performance (1-mo.): 1.63% Total Assets: $1.02B
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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