Skip to Content

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
0.584
5
8
2
0.980
0.051
16
89
61
1.090
0.734
63
70
90
0.790
13.385
37
30
5
0.400
1.199
33
30
0.780
1.908
39
39
44
1.170
1.098
76
100
100
0.950
1.100
77
80
42
0.890
0.675
22
27
39
1.260
0.226
3
2
1
0.930
0.889
52
76
46
0.850
5.237
75
34
84
0.550
1.643
39
49
21
0.750
0.051
15
16
43
0.710
1.521
64
31
26
1.070
1.020
93
97
93
0.830
1.127
45
42
45
1.110
0.606
0.500
1.295
0.700
1.888
75
58
65
0.920
1.272
82
90
86
0.300
1.457
7
21
11

Sponsor Center