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6 Large-Value Favorites

These funds remain poised for success.

This article was originally published in the July 2017 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor here.

Large-value funds have cooled off in 2017 relative to their large-growth counterparts after a strong showing in 2016. Below are some long-held favorites that we still recommend.

T. Rowe Price Value started off with a Neutral rating in 2011 because manager Mark Finn had been at the helm less than two years and didn't bring a record managing money, so we wanted to see some evidence of how well he executed his process. The fund's rating rose to Bronze in March 2014 as we saw him effectively using T. Rowe Price's respected analyst team to execute his relative value approach. It has performed about in line with the Russell 1000 Value Index since the upgrade and has stayed well ahead of peers.

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About the Author

Katie Rushkewicz Reichart

Director, Equity Strategies, Manager Research
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Katie Rushkewicz Reichart, CFA, is a director of manager research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She oversees Morningstar's U.S.-based equity strategies team and is a voting member of the Morningstar Analyst Ratings Committee. Reichart previously served as the lead analyst for prominent fund companies such as T. Rowe Price and Fidelity.

Before joining the Manager Research team in 2008, Reichart worked in data and client services as a member of the Morningstar Development Program. She joined Morningstar in 2006.

Reichart holds a bachelor’s degree in psychology and business institutions from Northwestern University, where she graduated summa cum laude and as a member of Phi Beta Kappa. She also holds the Chartered Financial Analyst® designation.

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