Best Large-Cap Value Funds for the Long Term

Over time, large-value funds tend to beat out large-growth ones, experts say.


In Pictures: 10 Best Large-Cap Value Funds for the Long Term


Homestead Value (HOVLX). The fund's management looks for out-of-favor companies, and once it finds them, holds on for the long haul. The fund typically holds companies for about 10 years, according to Morningstar. It is heavy on healthcare companies, with Hospira, Bristol-Myers Squibb, and Abbot Laboratories among the five largest holdings. Over the long term, the fund has consistently finished in the top half of its category, except for three calendar years over the past decade. The fund has returned an annualized 5 percent over the past 10 years. Its annual fees are 0.80 percent.