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®

#76 Ivy Value Fund (IYVAX)

Performance (1-yr.): 25.21% Expenses: 1.43%
Performance (1-mo.): 3.00% Total Assets: $255.21M
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#76 Principal Equity Income Fund (PQIAX)

Performance (1-yr.): 20.23% Expenses: 0.96%
Performance (1-mo.): 4.98% Total Assets: $5.56B
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#83 John Hancock Funds Disciplined Value Fund (JVLAX)

Performance (1-yr.): 26.72% Expenses: 1.20%
Performance (1-mo.): 3.40% Total Assets: $7.78B
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#83 Madison Dividend Income Fund (BHBFX)

Performance (1-yr.): 19.59% Expenses: 0.95%
Performance (1-mo.): 3.70% Total Assets: $19.58M
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#83 Oppenheimer Equity Income Fund (OAEIX)

Performance (1-yr.): 24.25% Expenses: 1.03%
Performance (1-mo.): 4.68% Total Assets: $5.73B
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#86 BlackRock Equity Dividend Fund (MDDVX)

Performance (1-yr.): 17.03% Expenses: 1.00%
Performance (1-mo.): 3.48% Total Assets: $30.3B
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#86 Hotchkis and Wiley Diversified Value Fund (HWCAX)

Performance (1-yr.): 30.81% Expenses: 1.20%
Performance (1-mo.): 5.65% Total Assets: $495.61M
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#86 ING Large Cap Value Fund (IEDAX)

Performance (1-yr.): 22.77% Expenses: 1.16%
Performance (1-mo.): 4.96% Total Assets: $813.74M
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#89 Consulting Group Large Capitalization Value Equity (TLVUX)

Performance (1-yr.): 23.04% Expenses: 0.70%
Performance (1-mo.): 4.29% Total Assets: $1.34B
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#89 TIAA-CREF Large Cap Value Fund (TRLIX)

Performance (1-yr.): 24.68% Expenses: 0.45%
Performance (1-mo.): 4.71% Total Assets: $4.83B
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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