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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 %
0.470
1.200
9
10
22
0.750
1.438
37
0.750
1.468
35
11
0.000
0.696
0.950
1.372
71
17
9
0.800
1.524
11
34
28
0.540
2.181
97
86
97
0.940
1.080
16
13
10
0.660
1.941
67
90
33
0.550
1.914
15
28
29
0.800
1.480
60
57
31
1.140
0.000
1
10
88

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