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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
1.175
80
64
82
0.900
0.731
40
36
28
0.700
1.350
58
91
90
0.710
1.297
25
9
42
1.050
1.153
39
71
81
0.920
1.157
40
49
87
0.700
2.613
33
51
0.780
1.420
44
80
63
1.000
0.000
98
99
94
1.560
0.000
100
99
98
0.700
1.380
0.000
95
95
99
0.700
0.399
75
54
1.740
0.000
19
57
40
0.790
0.725
0.670
2.013
72
36
35
2.370
0.000
99
16
64
0.760
1.716
84
76
70
0.990
1.385
19
8
30
0.670
2.164
100
99
1.080
1.295
21
30
46
0.680
1.481
82
68
41
0.950
1.699
10
11
73
0.700
3.008
85
55
45
0.960
0.266
31
40
56
1.000
0.000
76
98
100

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