Top 25 Large Value Funds

Back to Top 25 Lists Back to Mutual Fund Center

Top 25 funds are ranked by 3 year performance as of 2009-11-20

Fund Name	Ticker Symbol	Category	Star Rating	Load	Minimum Investment	1yr Rtn	3yr Rtn	5yr Rtn	*10yr Rtn
Yacktman Focused	YAFFX	LV		---	2500	95.40	8.37	8.95	11.69
Yacktman	YACKX	LV		---	2500	84.04	6.48	7.61	11.68
Forester Value	FVALX	LV		---	2500	33.50	3.97	3.59	5.13
Amana Trust Income	AMANX	LV		---	250	30.23	2.20	8.18	5.66
Valley Forge	VAFGX	LV		---	1000	36.16	2.15	3.52	4.29
American Indep Stock I	ISISX	LV		---	250000	43.68	2.14	5.70	6.23
American Indep Stock A	IFCSX	LV		5.75	2000	42.96	1.65	---	---
American Indep Stock A Load Waived	IFCSX.LW	LV		---	2000	42.96	1.65	---	---
SunAmerica Focused Dividend Strategy A	FDSAX	LV		5.75	500	72.62	0.79	3.99	3.12
SunAmerica Focused Dividend Strateg A LW	FDSAX.LW	LV		---	500	72.62	0.79	3.99	3.12
BB&T Equity Income Instl	BEGIX	LV		---	1500000	38.15	0.52	6.98	---
BB&T Equity Income A	BAEIX	LV		5.75	1000	37.64	0.27	6.71	---
BB&T Equity Income A Load Waived	BAEIX.LW	LV		---	1000	37.64	0.27	6.71	---
SunAmerica Focused Dividend Strategy C	FDSTX	LV		---	500	71.71	0.17	3.33	2.45
SunAmerica Focused Dividend Strategy B	FDSBX	LV		---	500	71.54	0.13	3.31	2.44
Frost Dividend Value Equity Inst	FIDVX	LV		---	1000000	44.40	0.08	6.35	---
Fidelity Congress Street	CNGRX	LV		---	0	30.42	-0.19	4.24	1.63
Jennison Equity Income A	SPQAX	LV		5.50	2500	62.41	-0.42	4.30	---
Jennison Equity Income A Load Waived	SPQAX.LW	LV		---	2500	62.41	-0.42	4.30	---
BB&T Equity Income C	BCEGX	LV		---	1000	36.66	-0.47	5.90	---
BB&T Equity Income B	BEIBX	LV		---	1000	36.67	-0.48	5.90	---
Neiman Large Cap Value	NEIMX	LV		---	1000	17.87	-0.58	3.69	---
Jennison Equity Income L	AGOAX	LV		5.75	2500	61.85	-0.68	3.99	3.03
Robeco All Cap Val Instl	BPAIX	LV		---	100000	55.91	-0.68	5.39	---
Robeco All Cap Value Inv	BPAVX	LV		---	2500	55.87	-0.94	5.12	---

*10 year return calculated as of 2009-10-31