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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 %
1.000
1.388
39
47
57
0.900
1.125
46
49
17
0.740
1.275
94
97
94
1.500
1.274
90
93
88
0.750
1.163
3
5
13
0.850
12.154
5
1.310
1.136
1.490
1.572
17
16
45
2.290
8.141
100
100
100
0.980
2.890
94
1.000
0.755
59
35
86
1.090
0.384
31
4
41
0.920
1.230
32
60
77
0.650
2.039
44
21
0.540
1.514
78
76
51
0.700
1.865
76
66
0.790
2.303
78
69
65
1.000
0.050
95
85
79
1.800
0.141
63
88
57
0.700
1.072
4
0.790
0.411
0.710
2.614
38
33
12
2.140
0.000
1
4
16
0.750
1.991
39
34
0.670
2.411
93
89
0.680
1.923
56
66
18
0.970
1.663
52
71
0.700
3.097
73
50
42
1.000
0.000
1
11
98

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