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).
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Name
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Ticker
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Morningstar Category
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Fund Size
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TTM Yield
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Touchstone Value Y | TVLYX | Large Value | 539.44 Mil | 1.43% | 45 | 36 | 36 | 0.830% | $2,500 | No Load | Open |
| Schwab Dividend Equity | SWDSX | Large Value | 500.67 Mil | 1.92% | 80 | 92 | 95 | 0.880% | — | No Load | Open |
| Buffalo Flexible Income | BUFBX | Large Value | 477.63 Mil | 1.68% | 2 | 42 | 82 | 1.010% | $2,500 | No Load | Open |
| Nicholas Equity Income I | NSEIX | Large Value | 457.43 Mil | 2.02% | 85 | 47 | 50 | 0.700% | $500 | No Load | Open |
| VALIC Company I Systematic Value | VBCVX | Large Value | 453.13 Mil | 1.71% | 33 | 75 | 69 | 0.490% | — | No Load | Open |
| MassMutual Fundamental Value Svc | MFUYX | Large Value | 447.33 Mil | 1.50% | 27 | 32 | 55 | 0.880% | — | No Load | Open |
| MassMutual Fundamental Value Adm | MFULX | Large Value | 447.33 Mil | 1.32% | 29 | 34 | 59 | 0.980% | — | No Load | Open |
| Goldman Sachs Large Cap Value P | GMYPX | Large Value | 431.27 Mil | 1.19% | 30 | 40 | — | 0.700% | — | No Load | Open |
| Goldman Sachs Large Cap Value Inv | GSVTX | Large Value | 429.83 Mil | 1.17% | 32 | 45 | 75 | 0.760% | — | No Load | Open |
| Goldman Sachs Large Cap Value Svc | GSVSX | Large Value | 429.83 Mil | 0.82% | 41 | 56 | 84 | 1.210% | — | No Load | Open |
| AB Value Advisor | ABVYX | Large Value | 429.72 Mil | 1.25% | 21 | 36 | 88 | 0.720% | — | No Load | Open |
| VY® Invesco Growth and Income S | IVGSX | Large Value | 392.47 Mil | 1.55% | 30 | 43 | 48 | 0.860% | — | No Load | Open |
| Goldman Sachs Equity Income P | GABPX | Large Value | 381.45 Mil | 1.76% | 45 | 61 | — | 0.680% | — | No Load | Open |
| Goldman Sachs Equity Income Svc | GSGSX | Large Value | 379.46 Mil | 1.33% | 55 | 71 | 81 | 1.190% | — | No Load | Open |
| Goldman Sachs Equity Income Inv | GRGTX | Large Value | 379.46 Mil | 1.74% | 46 | 63 | 68 | 0.740% | — | No Load | Open |
| Cambiar Opportunity Inv | CAMOX | Large Value | 376.91 Mil | 1.00% | 59 | 7 | 19 | 0.860% | $2,500 | No Load | Open |
| Goldman Sachs Large Cp Val Insghts Inv | GCVTX | Large Value | 374.48 Mil | 1.25% | 56 | 74 | 53 | 0.680% | — | No Load | Open |
| Goldman Sachs Large Cp Val Insghts P | GMXPX | Large Value | 374.48 Mil | 1.35% | 53 | 71 | — | 0.560% | — | No Load | Open |
| Goldman Sachs Large Cp Val Insghts Svc | GCLSX | Large Value | 373.30 Mil | 0.88% | 65 | 80 | 67 | 1.070% | — | No Load | Open |
| Artisan Value Investor | ARTLX | Large Value | 348.71 Mil | 0.83% | 16 | 9 | 27 | 1.070% | $1,000 | No Load | Open |
| VY® T. Rowe Price Equity Income S | IRPSX | Large Value | 342.21 Mil | 1.65% | 57 | 54 | 68 | 0.860% | — | No Load | Open |
| Torray Fund | TORYX | Large Value | 340.21 Mil | 1.07% | 12 | 73 | 79 | 0.930% | $2,000 | No Load | Open |
| Poplar Forest Partners A | PFPFX | Large Value | 318.83 Mil | 1.92% | 41 | 48 | 90 | 1.200% | $25,000 | No Load | Open |
| TCW Relative Value Dividend Apprec N | TGIGX | Large Value | 291.14 Mil | 1.24% | 7 | 9 | 43 | 0.850% | $2,000 | No Load | Open |
| American Beacon Bridgeway Lg Cp Val Inv | BWLIX | Large Value | 289.46 Mil | 1.59% | 70 | 89 | 85 | 1.130% | $2,500 | No Load | Open |
| Auxier Focus Inv | AUXFX | Large Value | 283.44 Mil | 1.47% | 71 | 64 | 71 | 0.920% | $5,000 | No Load | Open |
| Avantis U.S. Large Cap Value G | ALCEX | Large Value | 274.88 Mil | 1.56% | — | — | — | 0.010% | — | No Load | Open |
| Hennessy Cornerstone Value Investor | HFCVX | Large Value | 274.58 Mil | 3.37% | 9 | 68 | 74 | 1.230% | $2,500 | No Load | Open |
| Commerce Value | CFVLX | Large Value | 273.66 Mil | 2.37% | 90 | 88 | 63 | 0.710% | $1,000 | No Load | Open |
| BNY Mellon Income Stock M | MPISX | Large Value | 240.03 Mil | 1.92% | 4 | 18 | 13 | 0.860% | $10,000 | No Load | Open |
| BNY Mellon Income Stock Inv | MIISX | Large Value | 239.97 Mil | 1.66% | 5 | 22 | 16 | 1.110% | $10,000 | No Load | Open |
| Muhlenkamp | MUHLX | Large Value | 234.49 Mil | 0.83% | 2 | 4 | 91 | 1.260% | $1,500 | No Load | Open |
| Hillman Value No Load | HCMAX | Large Value | 231.80 Mil | 0.44% | 64 | 30 | 8 | 0.950% | $5,000 | No Load | Open |
| VY® Invesco Comstock S | IVKSX | Large Value | 226.40 Mil | 1.41% | 5 | 21 | 31 | 0.950% | — | No Load | Open |
| American Beacon Shapiro Equity Opps Inv | SHXPX | Large Value | 209.47 Mil | 0.57% | 99 | 69 | — | 1.060% | $2,500 | No Load | Open |
| Manning & Napier Disciplined Value W | MDVWX | Large Value | 208.30 Mil | 3.49% | 69 | 70 | — | 0.150% | — | No Load | Open |
| Huber Select Large Cap Value Inv | HULIX | Large Value | 207.51 Mil | 0.67% | 1 | 2 | 34 | 1.390% | $5,000 | No Load | Open |
| Manning & Napier Disciplined Value S | MDFSX | Large Value | 206.71 Mil | 2.73% | 80 | 81 | 41 | 0.840% | $2,000 | No Load | Open |
| MassMutual Diversified Value Svc | MDVYX | Large Value | 204.61 Mil | 1.82% | 30 | 44 | 36 | 0.810% | — | No Load | Open |
| MassMutual Diversified Value Adm | MDDLX | Large Value | 204.61 Mil | 1.71% | 33 | 46 | 39 | 0.910% | — | No Load | Open |
| Knights of Columbus Large Cap Value S | KCVSX | Large Value | 203.04 Mil | 0.99% | 17 | 29 | — | 1.000% | — | No Load | Open |
| Cutler Equity Fund | DIVHX | Large Value | 192.50 Mil | 1.41% | 64 | 34 | 30 | 0.990% | $2,500 | No Load | Open |
| Russell Inv Equity Income S | RLISX | Large Value | 189.81 Mil | 1.53% | 56 | 30 | 10 | 0.830% | — | No Load | Open |
| UBS US Dividend Ruler P | DVRUX | Large Value | 185.26 Mil | 2.00% | 40 | — | — | 0.500% | $1,000 | No Load | Open |
| Columbia Disciplined Value Adv | COLEX | Large Value | 182.44 Mil | 1.51% | 10 | 31 | — | 0.720% | $2,000 | No Load | Open |
| GuideStone Funds Value Equity Index Inv | GVIZX | Large Value | 181.92 Mil | 1.58% | — | — | — | 0.480% | $1,000 | No Load | Open |
| Thompson LargeCap | THPGX | Large Value | 170.00 Mil | 0.73% | 84 | 20 | 16 | 0.990% | $250 | No Load | Open |
| Wilshire Large Company Value Invmt | DTLVX | Large Value | 167.14 Mil | 0.51% | 65 | 80 | 88 | 1.290% | $2,500 | No Load | Open |
| Northern Income Equity | NOIEX | Large Value | 164.20 Mil | 1.87% | 22 | 17 | 12 | 0.490% | $2,500 | No Load | Open |
| GQG Partners US Quality Dividend Inc Inv | GQHPX | Large Value | 152.70 Mil | 2.31% | — | — | — | 0.570% | $2,500 | No Load | Open |
Large Value Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.