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3 Standouts in the Struggling Large-Value Category

Our analysts like Diamond Hill Large Cap, Dodge & Cox Stock, and American Funds Washington Mutual.

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Susan Dziubinski: I'm Susan Dziubinski from Morningstar.com. Large value funds are having a tough time. They are lagging all other U.S. style-based equity categories this year and for most trailing periods. Simply put, growth strategies have dominated for a large part of the last decade.

As recent results show, investing in value requires patience. However, value stocks have historically outpaced their growth counterparts over the long-term. With that in mind, we asked our analysts for some of their favorite large-cap funds practicing value strategies.

Linda Abu Mushrefova does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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