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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
1.096
54
55
77
0.900
0.994
51
27
20
0.740
1.162
84
89
89
0.740
1.080
8
10
46
0.850
10.495
18
1.270
1.018
3
1.490
1.466
25
17
30
1.810
7.850
99
100
100
1.090
0.344
21
28
61
0.920
1.131
72
68
94
0.650
1.863
51
18
0.540
1.311
60
41
34
0.700
2.104
85
77
0.790
2.014
63
69
56
1.000
0.045
82
81
73
1.810
0.134
85
80
70
0.700
0.700
1.042
9
50
1.750
0.150
19
43
39
0.790
0.376
0.710
2.278
42
53
38
4.020
0.000
41
24
80
0.750
1.618
52
43
0.670
2.139
96
92
1.200
1.429
44
47
55
0.680
1.608
90
85
46
0.940
1.475
23
46
86
0.700
2.787
87
70
76
1.030
0.000
2
80
96

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