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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 %
0.910
0.127
9
2
1
1.010
0.000
55
35
25
1.120
1.028
59
48
92
0.790
16.205
28
12
2
0.400
1.922
38
34
0.870
0.000
26
29
44
1.330
1.569
94
100
100
0.950
1.238
79
56
53
0.890
0.634
5
45
0.840
7.495
38
63
56
1.260
0.512
3
3
1
0.930
0.497
56
49
40
0.850
2.565
93
37
82
0.570
1.736
48
44
27
1.900
0.454
24
31
68
0.710
1.411
21
40
20
1.060
0.905
91
95
91
0.840
1.104
30
36
31
1.110
1.269
0.500
0.359
0.740
1.576
64
77
63
0.960
1.011
84
79
85
0.290
1.524
25
15
14

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