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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
2.201
28
36
47
0.900
1.362
54
50
23
0.740
1.870
93
97
94
1.450
1.717
88
91
86
0.750
1.730
8
13
30
1.310
0.991
1.490
1.293
23
26
40
1.190
3.626
85
1.000
1.175
74
68
91
1.070
0.839
52
16
58
0.940
1.301
24
41
78
0.650
2.657
38
23
0.540
2.035
71
76
48
0.700
2.483
76
67
0.790
2.480
76
71
65
1.000
1.238
84
79
81
1.800
0.441
53
81
53
0.700
1.150
18
0.710
2.865
27
21
7
2.140
0.000
1
2
15
0.750
2.001
41
33
1.150
1.459
6
6
13
0.670
2.262
83
81
0.680
2.185
55
50
17
0.520
1.981
46
22
10
0.970
1.846
47
69
0.710
2.652
65
47
50
1.000
0.860
83
100
100

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