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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 %
0.970
1.055
66
53
78
0.900
0.647
55
35
33
0.700
1.197
79
93
91
0.710
1.128
41
18
39
1.270
8.275
14
1.810
8.084
100
100
100
1.050
0.977
16
45
69
0.920
1.020
75
63
91
0.700
2.224
57
60
0.780
1.241
38
80
63
1.000
0.000
65
86
76
1.560
0.000
98
98
94
0.700
0.700
0.344
44
54
1.740
0.000
21
47
49
0.790
0.664
0.670
2.282
63
40
24
4.020
0.000
95
24
57
0.760
1.404
85
69
0.990
1.179
15
12
34
0.670
1.817
98
97
1.200
1.471
22
44
57
0.680
1.411
91
76
41
0.510
1.157
10
11
2
0.940
1.466
13
19
74
0.700
2.591
88
56
54
1.000
0.000
1
21
88

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