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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
1.421
39
47
57
0.900
1.180
46
49
17
0.740
1.380
94
97
94
1.450
1.336
90
93
88
0.750
1.213
3
5
13
0.850
11.980
5
1.310
1.233
1.490
1.690
17
16
45
2.290
8.502
100
100
100
0.980
3.042
94
1.000
0.835
59
35
86
1.070
0.401
31
4
41
0.920
1.256
32
60
77
0.650
2.155
44
21
0.540
1.619
78
76
51
0.700
1.963
76
66
0.790
2.411
78
69
65
1.000
0.054
95
85
79
1.800
0.150
63
88
57
0.700
1.119
4
0.790
0.402
0.710
2.696
38
33
12
2.140
0.000
1
4
16
0.750
2.028
39
34
0.970
0.670
2.450
93
89
0.680
1.956
56
66
18
0.970
1.784
52
71
0.710
3.187
73
50
42
1.000
0.000
1
11
98

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