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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
1.192
8
8
16
0.750
1.447
35
0.750
1.466
36
12
0.000
0.716
0.950
1.258
23
6
13
0.820
1.342
22
30
32
0.540
2.040
98
87
98
0.940
0.991
28
23
14
0.660
1.917
71
83
29
0.790
0.951
79
96
99
0.550
1.854
28
23
0.800
1.299
62
62
42

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