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Best 3 Large-Cap Value Mutual Funds for Sturdy Returns
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Investors interested in safer returns from stocks available at discounted prices may consider large-cap value mutual funds. While large-cap funds usually provide safer options than small- or mid-cap funds, mutual funds investing in value stocks have the potential to deliver higher returns and exhibit lower volatility than their growth and blend counterparts.
Large-cap funds generally invest in securities of companies with market capitalization of more than $10 billion. These funds have exposure to large-cap stocks that are expected to provide a long-term performance history and assure more stability than mid or small caps.
Value funds, on the other hand, generally invest in stocks that tend to trade at a price lower than their fundamentals (i.e. earnings, book value and debt-equity) and pay out dividends. Value stocks are expected to outperform the growth ones across all asset classes when considered on a long-term investment horizon and are less susceptible to trending markets.
MFS Value C (MEICX - Free Report) generally invests in equity securities including common stocks, and other securities that represent an ownership interest in a company or other issuer. MEICX invests in companies that are undervalued and seeks growth of capital. MFS Value C has a three-year annualized return of 9%.
As of June 2016, MEICX held 98 issues with 4.16% of its assets invested in JPMorgan Chase & Co.
Vanguard US Value Investor seeks long-term capital growth and high income. VUVLX invests all of its assets in undervalued companies having low price/earnings (P/E) ratios. The fund focuses on acquiring stocks of large and mid-cap companies having impressive growth potential and favorable valuations. Vanguard US Value Investor has a three-year annualized return of 8.9%.
VUVLX has an expense ratio of 0.26% compared to the category average of 1.11%.
JPMorgan Large Cap Value C (OLVCX - Free Report) invests a large portion of its assets in securities of large-cap companies that include common stocks and debt and preferred stocks that can be converted to common stock. Large-cap companies are those that have market capitalization equivalent to those listed on the Russell 1000 Value Index at the time of purchase. OLVCX offers dividends quarterly and capital gains annually. JPMorgan Large Cap Value C has a three-year annualized return of 8.2%.
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Best 3 Large-Cap Value Mutual Funds for Sturdy Returns
Investors interested in safer returns from stocks available at discounted prices may consider large-cap value mutual funds. While large-cap funds usually provide safer options than small- or mid-cap funds, mutual funds investing in value stocks have the potential to deliver higher returns and exhibit lower volatility than their growth and blend counterparts.
Large-cap funds generally invest in securities of companies with market capitalization of more than $10 billion. These funds have exposure to large-cap stocks that are expected to provide a long-term performance history and assure more stability than mid or small caps.
Value funds, on the other hand, generally invest in stocks that tend to trade at a price lower than their fundamentals (i.e. earnings, book value and debt-equity) and pay out dividends. Value stocks are expected to outperform the growth ones across all asset classes when considered on a long-term investment horizon and are less susceptible to trending markets.
Below we share with you three top-rated, large-cap value mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of large-cap value mutual funds, their Zacks Rank and past performance.
MFS Value C (MEICX - Free Report) generally invests in equity securities including common stocks, and other securities that represent an ownership interest in a company or other issuer. MEICX invests in companies that are undervalued and seeks growth of capital. MFS Value C has a three-year annualized return of 9%.
As of June 2016, MEICX held 98 issues with 4.16% of its assets invested in JPMorgan Chase & Co.
Vanguard US Value Investor seeks long-term capital growth and high income. VUVLX invests all of its assets in undervalued companies having low price/earnings (P/E) ratios. The fund focuses on acquiring stocks of large and mid-cap companies having impressive growth potential and favorable valuations. Vanguard US Value Investor has a three-year annualized return of 8.9%.
VUVLX has an expense ratio of 0.26% compared to the category average of 1.11%.
JPMorgan Large Cap Value C (OLVCX - Free Report) invests a large portion of its assets in securities of large-cap companies that include common stocks and debt and preferred stocks that can be converted to common stock. Large-cap companies are those that have market capitalization equivalent to those listed on the Russell 1000 Value Index at the time of purchase. OLVCX offers dividends quarterly and capital gains annually. JPMorgan Large Cap Value C has a three-year annualized return of 8.2%.
Scott Blasdell is the fund manager since 2013.
To view the Zacks Rank and past performance of all large-cap value mutual funds, investors can click here to see the complete list of funds.
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