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).
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Name
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Ticker
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Morningstar Category
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Fund Size
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TTM Yield
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity SAI US Value Index | FSWCX | Large Value | 2.95 Bil | 4.84% | 22 | 30 | — | 0.120% | — | No Load | Open |
| Fidelity Value Discovery | FVDFX | Large Value | 2.89 Bil | 1.52% | 90 | 69 | 70 | 0.690% | — | No Load | Open |
| Victory Income Stock | USISX | Large Value | 2.65 Bil | 2.16% | 20 | 58 | 42 | 0.740% | $3,000 | No Load | Open |
| Touchstone Dividend Equity Y | TQCYX | Large Value | 2.45 Bil | 2.29% | 63 | 94 | 90 | 0.760% | $2,500 | No Load | Open |
| Columbia Select Large Cap Value Adv | CSERX | Large Value | 2.39 Bil | 1.89% | 66 | 21 | 22 | 0.550% | $2,000 | No Load | Open |
| Columbia Large Cap Value Adv | RDERX | Large Value | 2.39 Bil | 1.75% | 62 | 41 | 35 | 0.720% | $2,000 | No Load | Open |
| Thrivent Large Cap Value S | TLVIX | Large Value | 2.35 Bil | 1.54% | 22 | 20 | 18 | 0.560% | $2,000 | No Load | Open |
| ClearBridge Value FI | LMVFX | Large Value | 2.25 Bil | 0.87% | 22 | 5 | 17 | 1.150% | — | No Load | Open |
| American Century Value Inv | TWVLX | Large Value | 2.16 Bil | 2.01% | 67 | 58 | 69 | 1.000% | $2,500 | No Load | Open |
| Columbia Dividend Opportunity Adv | CDORX | Large Value | 2.14 Bil | 2.80% | 46 | 75 | 64 | 0.800% | $2,000 | No Load | Open |
| American Century Discplnd Cor Val Inv | BIGRX | Large Value | 2.02 Bil | 1.43% | 96 | 73 | 58 | 0.660% | $2,500 | No Load | Open |
| Lord Abbett Fundamental Equity F3 | LDFOX | Large Value | 1.98 Bil | 0.95% | 19 | 35 | — | 0.630% | — | No Load | Open |
| Lord Abbett Fundamental Equity F | LAVFX | Large Value | 1.98 Bil | 0.85% | 21 | 39 | 49 | 0.790% | — | No Load | Open |
| Brown Advisory Beutel GoodmanLg-CpValInv | BIAVX | Large Value | 1.92 Bil | 1.59% | — | — | — | 0.710% | $100 | No Load | Open |
| AB Relative Value Advisor | CBBYX | Large Value | 1.91 Bil | 1.39% | 32 | 37 | 19 | 0.650% | — | No Load | Open |
| JHancock Equity Income 1 | JIEMX | Large Value | 1.72 Bil | 1.75% | 54 | 55 | 62 | 0.770% | — | No Load | Open |
| Empower Large Cap Value Inv | MXEQX | Large Value | 1.53 Bil | 0.03% | 17 | 25 | 36 | 0.960% | — | No Load | Open |
| Empower Large Cap Value Inv II | MXHAX | Large Value | 1.51 Bil | 0.92% | 15 | — | — | 0.810% | — | No Load | Limited |
| American Beacon The London Co Inc Eq Inv | ABCVX | Large Value | 1.47 Bil | 1.79% | 96 | 88 | 63 | 1.080% | $2,500 | No Load | Open |
| Boston Partners All Cap Value Inv | BPAVX | Large Value | 1.44 Bil | 1.26% | 51 | 40 | 30 | 1.050% | $2,500 | No Load | Open |
| LSV Value Equity Investor | LVAEX | Large Value | 1.43 Bil | 1.83% | 72 | 52 | — | 0.930% | $1,000 | No Load | Open |
| Fairholme | FAIRX | Large Value | 1.32 Bil | 0.42% | 76 | 15 | 99 | 1.000% | $10,000 | No Load | Open |
| Hamlin High Dividend Equity Inv | HHDVX | Large Value | 1.30 Bil | 1.72% | 23 | 29 | 55 | 1.150% | $2,500 | No Load | Open |
| Voya Russell Large Cap Value Idx Port S | IRVSX | Large Value | 1.29 Bil | 1.86% | 65 | 73 | 66 | 0.590% | — | No Load | Open |
| Victory Value | UVALX | Large Value | 1.27 Bil | 1.12% | 28 | 56 | 75 | 0.910% | $3,000 | No Load | Open |
| Payden Equity Income Adviser | PYVAX | Large Value | 1.26 Bil | 1.30% | 82 | 90 | 64 | 0.980% | $5,000 | No Load | Open |
| GuideStone Funds Value Equity Investor | GVEZX | Large Value | 1.06 Bil | 1.13% | 63 | 56 | 69 | 0.920% | $1,000 | No Load | Open |
| Sound Shore Investor | SSHFX | Large Value | 1.03 Bil | 0.57% | 21 | 24 | 45 | 0.960% | $10,000 | No Load | Open |
| Homestead Value | HOVLX | Large Value | 1.01 Bil | 1.29% | 34 | 22 | 9 | 0.640% | $500 | No Load | Open |
| Voya Corporate Leaders 100 W | VYCIX | Large Value | 1.01 Bil | 1.61% | 31 | 13 | 9 | 0.560% | $1,000 | No Load | Open |
| Neuberger Berman Equity Income E | NBHEX | Large Value | 921.14 Mil | 2.58% | — | — | — | 0.060% | — | No Load | Open |
| Voya Corporate Leaders Trust B | LEXCX | Large Value | 902.78 Mil | 1.48% | 2 | 20 | 24 | 0.400% | $1,000 | No Load | Open |
| Davenport Value & Income | DVIPX | Large Value | 854.54 Mil | 1.51% | 95 | 92 | 87 | 0.880% | $5,000 | No Load | Open |
| DWS CROCI Equity Dividend S | KDHSX | Large Value | 854.34 Mil | 2.74% | 58 | 93 | 75 | 0.800% | $2,500 | No Load | Limited |
| PACE Large Co Value Equity P | PCLVX | Large Value | 776.70 Mil | 1.83% | 36 | 58 | 64 | 0.890% | $10,000 | No Load | Open |
| Voya Large Cap Value W | IWEDX | Large Value | 768.08 Mil | 1.21% | 15 | 24 | 35 | 0.850% | $1,000 | No Load | Open |
| Cullen High Dividend Equity Retail | CHDEX | Large Value | 765.52 Mil | 2.13% | 85 | 96 | 89 | 1.000% | $1,000 | No Load | Open |
| Fidelity Blue Chip Value | FBCVX | Large Value | 728.75 Mil | 1.42% | 39 | 84 | 81 | 0.860% | — | No Load | Open |
| Schwab ® US Large-Cap Value Index | SWLVX | Large Value | 714.19 Mil | 2.12% | 70 | 66 | — | 0.035% | — | No Load | Open |
| DWS CROCI US S | DCUSX | Large Value | 660.35 Mil | 1.50% | 28 | 91 | — | 0.680% | $2,500 | No Load | Open |
| VALIC Company I Dividend Value | VCIGX | Large Value | 657.69 Mil | 3.25% | 56 | 70 | 52 | 0.680% | — | No Load | Open |
| Nationwide BNY Mellon Dyn US Eq Inc Egl | NWAPX | Large Value | 607.14 Mil | 1.72% | 10 | — | — | 0.760% | $50,000 | No Load | Open |
| Voya Large Cap Value Port S | IPESX | Large Value | 594.15 Mil | 1.48% | 17 | 24 | 37 | 0.940% | — | No Load | Open |
| AB Equity Income Advisor | AUIYX | Large Value | 555.44 Mil | 1.58% | 7 | 27 | 31 | 0.730% | — | No Load | Open |
| Fidelity Stk Selec Lg Cp Val | FSLVX | Large Value | 554.74 Mil | 1.13% | 40 | 39 | 50 | 0.880% | — | No Load | Open |
| Applied Finance Select Investor | AFVLX | Large Value | 549.23 Mil | 0.80% | 40 | 8 | — | 1.000% | $1,000 | No Load | Open |
| GMO U.S. Opportunistic Value I | PPAEX | Large Value | 548.78 Mil | 1.97% | — | — | — | 0.580% | — | No Load | Open |
| Touchstone Value Y | TVLYX | Large Value | 542.02 Mil | 1.43% | 36 | 33 | 34 | 0.830% | $2,500 | No Load | Open |
| Olstein All Cap Value Adv | OFAFX | Large Value | 535.31 Mil | 1.17% | 99 | 81 | 81 | 1.160% | $1,000 | No Load | Open |
| Schwab Dividend Equity | SWDSX | Large Value | 497.49 Mil | 1.95% | 78 | 91 | 95 | 0.880% | — | No Load | Open |
Large Value Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.