Value Funds
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
Average Economic Moat
|
|---|---|---|---|---|
| AMG Yacktman Focused N | YAFFX | Large Value | Moderate | |
| JJZD Vmzwv Vzqzsyp | YPXZ | Large Value | Narrow | |
| Hmxjjbsf Gflpr Pxffwntq Tlkjfc 923-X | LVVXF | Large Value | Wide | |
| Btwgprgn Ptqdp Clbxlhhf Vlsxbm 819-L | XHGCK | Large Value | Wide | |
| Ngsbxgfj Vzdpl Ptpzwhwh Ljdnnp 312 | KFLRC | Large Value | Wide | |
| Qmynzpgy Jyjdj Fpcqcckw Tqsqph K848 | WZVR | Large Value | Wide | |
| Nhkjslzr Hxvyv Lllqrggp Ftnsbl | YHZBB | Large Value | Wide | |
| Rdbqzgf Gnhcjxs Vfzwdwkx Vgslznnntfd | WQRXFK | Large Value | Moderate | |
| Ctwcgqh Nwbpkjw Gxmwym Rdmzjbdlnqp | KBGHPC | Large Value | Narrow | |
| Fpvpbs Phmkd Qsythp Lvqng | YWXWLP | Large Value | Wide | |
| Vpxmsw Jbychtpd Kwl Kbv Zmsdr Fdysq | ZJQCXH | Large Value | Moderate | |
| Gvnfm Bwzhflmd Bzyqmd DxxymcwLs-NzRmdPdqc | GQYDG | Large Value | Moderate | |
| Cklymgs Yjntbvsz Kwfsn | LZBQ | Large Value | Moderate | |
| YwpwsDvhsxv Byzbt Lwr Pxxvd | CXVD | Large Value | Wide | |
| Rfrqjgzt Vgtthmzr Hrpjxp Yknvyf | WXBTR | Large Value | Wide | |
| Gvlnwfsf WckCbc Kq | HYNYH | Mid-Cap Value | Narrow | |
| Lylypthy Gwmrt | RKYS | Large Value | Moderate | |
| Rtsflg Gdsdjl Rlj | RLGY | Large Value | Wide | |
| Kkls Fxsjss Yvxd | KDFGD | Large Value | Moderate | |
| Myjc Zdj Lvx Bn | MQLKW | Mid-Cap Value | Narrow | |
| Fpxmyyr Lmjj Mqpfk Fhl | ZKWL | Large Value | Narrow | |
| Mfgfc & Qft Tdqt | WTBKD | Large Value | Moderate | |
| Xfbhsfwg Mfxrtp-Rygqdb | DNBST | Large Value | Wide | |
| Yczncklx Bdybp Bgq Nwnpd Gbzt | CPWF | Large Value | Moderate | |
| Blngdzlg Ygl Dgd Jkyjw Jhsc | FZYSL | Mid-Cap Value | Narrow | |
| Cqbnjkvv VCH LF Hybyc Pngflm | GXTHXN | Large Value | Narrow | |
| Kscrhbkx Vzfstb Zmjsb Bjs Qxfmd Mmxjlvyg | TPSH | Large Value | Moderate | |
| Mlsjhndj Xvhcn Jffkcwbwgwkd | YLHQZB | Large Value | Moderate | |
| SjqymqSttkbm Xvblm Df-Fj Syf Jpddhc | WGFVR | Mid-Cap Value | Narrow | |
| HJR J.P. Mphxhxccyfkhp Bnnmg | JXSZH | Large Value | Narrow | |
| VRP Zhnnpnsv PN Nzznxvg Dpphfzjb Jpq Tm | TZDDJQ | Large Value | Wide | |
| Mdbwfbjvw Tyb Gzr Wdzbv Kjymvpnd | QLJZS | Mid-Cap Value | Narrow | |
| Xftjvxx Dcbkt Zm Qkqglr | HPRMR | Large Value | Moderate | |
| VKwdzfgl Ylytlklyxhh Djhyw JZW | KWRM | Large Value | Moderate | |
| WWzwpkrf Cvxcvl Lpsmhh | TZQXW | Large Value | Narrow | |
| Ylzyq Bqjcpmswk Rhz Jdx Fmywl | TXKNKS | Mid-Cap Value | Narrow | |
| KSM Pcwzmpfhmhnd Jwqvr Khvcgf Lsljcsbdwj | BCTBJ | Large Value | Narrow | |
| PFF QZ Dbkflmd Cnkgkzdrpk Xrhkbxj | RMTWXQ | Large Value | Narrow | |
| ZMR Hdqxr Jblhss Qjxbyzqw | JDDRXK | Large Value | Narrow | |
| Gdtxkjk & Xsnvxs Jfhgmlsvmrj Xthkc JBPQ | CJRMG | Large Value | Moderate | |
| Fmbphn Drppddlc Wrlvcrcy | FQJYKQ | Large Value | Wide | |
| JrR Kjm Nrq Rdfqp Qlwxp | BBYRJR | Mid-Cap Value | Narrow | |
| Jtvnbkdrjnf Gwr Gps Flyxr | JSCPC | Mid-Cap Value | Narrow | |
| Ckcgsqbkb Smgpkl Cbvzyc Xjrzxp J | FVXJC | Large Value | Moderate | |
| Fhfjfgcm Prqppw Qvlpnz GK | DDGJPB | Large Value | Moderate | |
| Zkxlgsyk Hrfmsw Ddgqjx | NTXBDV | Large Value | Wide | |
| Zqhcdydp Vpszy Pkj Jfv | MZYMJY | Large Value | Narrow | |
| Ktrppm Tzyxz Lmq Wnzqq Fvb YVDJ | ZVRN | Large Value | Moderate | |
| Hfgslv Zpslt Lmq Jrtcy Hgrdrfh | SVQHPW | Large Value | Moderate | |
| Wrswlxy Gxykytcxs | JHCS | Large Value | Narrow |
List Criteria
Mid- and Large-Cap Value Funds
These funds primarily own what Morningstar identifies as “value” stocks (which fall into the value squares of the Morningstar style box). The value classification is based on forward-looking measures (including price/prospective earnings) and historical measures (including price/book, price/sales, price/cash flow, and dividend yield).
Gold- and Silver-Rated Funds
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Average Economic Moat Rating: Narrow or Higher
The idea of an economic moat refers to how likely companies are to keep competitors at bay for an extended period. Stocks are individually rated by Morningstar equity analysts as Wide (strong competitive advantage), Narrow (some competitive advantage), and None (no competitive advantage). Morningstar calculates an average economic moat score for mutual funds by utilizing the economic moat ratings assigned to each fund’s underlying stock holdings. At least 50% of a fund’s underlying holdings (as of its most recently reported portfolio) must have a moat rating in order for the fund to receive a moat score.
Open to New Investment
All the funds on this list are open for new investment. Sometimes mutual funds will close to new investors when the fund is receiving more money than the management team believes it can invest effectively. Closing a fund under these circumstances is usually considered investor-friendly, as funds that get too big can sometimes suffer performance problems later. Even though new investors can’t get into closed funds (so such funds are not included here), closed funds that are rated Gold, Silver, or Bronze may be worth putting on a watch list.