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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
0.132
15
3
2
1.010
0.000
77
45
26
1.120
1.053
65
55
92
0.790
13.967
22
8
2
0.400
1.958
29
32
0.870
0.000
21
23
44
0.950
1.235
82
52
52
0.890
0.647
71
96
0.840
6.954
56
77
61
1.260
0.539
5
8
1
0.930
0.601
60
55
43
0.850
2.517
85
18
79
0.570
1.746
39
34
28
1.900
0.533
17
39
69
0.690
1.442
16
25
12
0.990
0.739
12
8
48
1.060
0.973
93
95
85
0.840
1.178
19
26
25
1.110
1.281
0.740
1.683
63
72
57
0.960
1.024
82
81
83
0.290
1.471
33
15
21

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