3 Standouts in the Struggling Large-Value Category
Our analysts like Diamond Hill Large Cap, Dodge & Cox Stock, and American Funds Washington Mutual.
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 shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.