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Fund Spy

5 Large-Value Funds in Outflows That Investors May Want to Reconsider

Linda Abu Mushrefova

We have identified five funds in the large-value Morningstar Category that have experienced net outflows over the trailing one-year time frame through January 2018 but have proved their merit over a full market cycle. While styles will fall in and out of favor, investors who have stuck with these funds have been rewarded over the long haul.

 American Beacon Large Cap Value  (ALVAX)
American Beacon Large Cap Value, with a Morningstar Analyst Rating of Bronze, has posted poor performance since 2014 because of its proclivity for deep-value names, which were particularly out of favor in 2017. Despite modest differences in the way that the four subadvisors manage money, the fund still tends to lean toward deep-value as seen in the Morningstar Style Box.

Linda Abu Mushrefova does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.