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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 %
1.050
0.166
4
29
5
0.910
0.562
4
27
5
0.980
0.052
21
98
72
1.090
0.707
69
73
87
0.790
5.984
49
49
25
0.400
1.135
24
28
0.550
1.461
0.780
1.852
56
36
39
0.730
1.054
80
87
52
0.890
0.679
35
28
44
1.260
0.209
3
1
1
0.930
0.907
64
91
53
0.850
5.169
57
61
92
0.550
1.589
44
48
24
0.650
0.741
32
29
11
0.630
1.465
79
32
27
0.990
0.765
12
27
14
1.070
1.276
85
94
89
0.830
1.302
48
30
41
1.110
0.574
0.500
1.224
0.700
1.990
65
48
52
0.900
1.248
73
88
81
0.300
1.240
6
23
9
0.450
0.284
1.300
1.456
74
59

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