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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).

Fund Name
Adjusted Expense Ratio %
12 Month Yield %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
0.990
2.511
31
39
0.900
1.412
39
34
18
0.740
1.946
94
97
95
1.450
1.754
86
85
83
0.750
1.816
11
9
30
1.410
1.028
1.490
1.409
41
52
53
1.190
3.875
85
1.000
1.246
87
90
91
1.070
0.906
63
43
70
0.940
1.371
34
35
84
0.650
2.720
29
23
0.540
2.211
69
75
57
0.700
2.589
66
64
0.790
2.587
81
80
66
1.000
1.388
96
83
92
1.800
0.464
65
75
60
2.020
0.000
94
96
100
0.700
1.275
42
0.710
2.978
24
16
9
2.140
0.000
1
1
15
0.750
2.218
27
23
1.150
1.605
7
8
12
0.670
2.334
78
81
0.680
2.242
39
37
8
0.520
1.938
39
26
8
0.960
1.893
41
55
0.710
2.658
36
30
32
1.000
0.911
83
98
100

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