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®

#67 T. Rowe Price Equity Income Fund (PRFDX)

Performance (1-yr.): 20.66% Expenses: 0.68%
Performance (1-mo.): 3.68% Total Assets: $28.49B
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#72 Al Frank Dividend Value Fund (VALDX)

Performance (1-yr.): 27.16% Expenses: 1.98%
Performance (1-mo.): 4.12% Total Assets: $17.19M
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#72 American Funds Washington Mutual Investors Fund (AWSHX)

Performance (1-yr.): 25.45% Expenses: 0.62%
Performance (1-mo.): 4.25% Total Assets: $68.11B
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#72 Federated Strategic Value Dividend Fund (SVAAX)

Performance (1-yr.): 19.25% Expenses: 1.06%
Performance (1-mo.): 4.72% Total Assets: $7.86B
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#72 Fidelity® Strategic Dividend & Income® Fund (FASDX)

Performance (1-yr.): 13.80% Expenses: 1.05%
Performance (1-mo.): 3.58% Total Assets: $3.79B
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#76 Berwyn Cornerstone Fund (BERCX)

Performance (1-yr.): 27.27% Expenses: 1.26%
Performance (1-mo.): 2.48% Total Assets: $20.16M
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#76 ClearBridge Large Cap Value Fund (SINAX)

Performance (1-yr.): 23.30% Expenses: 0.98%
Performance (1-mo.): 4.63% Total Assets: $1.48B
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#76 Diamond Hill Large Cap Fund (DHLAX)

Performance (1-yr.): 26.23% Expenses: 1.05%
Performance (1-mo.): 3.96% Total Assets: $2.62B
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#76 Homestead Funds Value Fund (HOVLX)

Performance (1-yr.): 25.11% Expenses: 0.68%
Performance (1-mo.): 4.25% Total Assets: $824.72M
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#76 Invesco Value FDP Fund (MDVVX)

Performance (1-yr.): 26.00% Expenses: 1.30%
Performance (1-mo.): 4.29% Total Assets: $144.19M
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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