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Large Value Funds

Large-value funds invest in stocks of 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).

Fund Name
Adjusted Expense Ratio %
12 Month Yield %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
1.000
1.053
54
41
74
0.900
0.627
58
35
25
0.740
1.156
79
93
91
0.740
1.076
54
13
48
1.270
7.927
45
1.490
0.598
24
26
32
1.810
7.810
100
100
100
1.090
0.946
16
45
69
0.920
0.996
82
51
92
0.650
1.700
57
23
29
0.540
1.274
62
56
43
0.700
2.195
84
84
0.790
1.181
43
71
58
1.000
0.000
76
86
76
1.810
0.000
90
84
79
0.700
0.700
0.334
44
61
1.750
0.000
15
46
42
0.790
0.620
0.710
2.248
76
56
42
4.020
0.000
86
20
71
0.760
1.340
82
54
0.990
1.126
28
24
50
0.670
1.655
90
81
1.200
1.356
32
46
50
0.680
1.490
90
77
53
0.520
1.228
18
16
2
0.940
1.527
39
44
86
0.700
2.620
91
61
73
1.030
0.000
1
93
78

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