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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
1.090
63
69
73
0.900
1.010
47
39
19
0.740
1.144
88
91
92
1.500
1.145
92
92
87
0.740
1.093
6
12
17
0.850
10.567
13
1.310
1.035
1.490
1.433
11
9
41
2.290
7.468
99
100
100
0.980
2.500
97
1.000
0.685
42
20
77
1.090
0.348
21
17
47
0.920
1.118
48
70
86
0.650
1.719
49
25
0.540
1.176
71
58
47
0.700
1.843
87
68
0.790
2.088
86
70
67
1.000
0.044
91
79
61
1.810
0.132
77
85
58
0.700
0.963
3
0.790
0.369
0.710
2.273
27
47
14
2.140
0.000
33
30
23
0.750
1.753
61
36
0.670
2.190
96
94
0.680
1.710
75
75
27
0.970
1.493
26
53
0.700
2.818
70
64
39
1.030
0.000
2
21
99

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