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3 Top-Ranked Large-Cap Mutual Funds to Add to Your Portfolio
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Large cap funds are considered a wise choice for risk-averse investors when compared to small- and mid-cap funds. These funds have exposure to large-cap stocks, with a long-term performance history and more stability than what mid or small caps offer. Companies with market capitalization of more than $10 billion are generally considered large cap. However, due to their significant international exposure, large-cap companies might get affected by any global downturn.
Meanwhile, investors looking for a bargain, i.e., stocks at a discount, are mostly interested in value funds, which have stocks that tend to trade at a price lower than their fundamentals (i.e. earnings, book value, Debt-Equity) and pay out dividends. In the long run, value stocks are expected to outperform growth stocks across all asset classes and are less vulnerable to market trends. However, investors interested in choosing value funds for yield, should check the mutual fund yield as not all value funds comprise solely of companies that primarily use their earnings to pay dividends.
DFA US Large Cap Value II invests a large portion of its assets in securities of large-cap U.S. companies. DFCVX invests all of its assets in its master fund –– The U.S. Large Cap Value of The DFA Investment Trust Company. The fund seeks capital appreciation for the long run. DFA US Large Cap Value II returned 22.5% over the last one-year period.
Jed Fogdall is one of the fund managers since Feb 2012.
Commerce Value (CFVLX - Free Report) seeks capital appreciation. CFVLX invests around 65% of its assets in common stocks. The fund’s investments include companies with an impressive earnings growth track record that are believed to pay out dividends. CFVLX may invest a notable portion of its assets in securities of companies from the financial sector. Commerce Value returned 16.1% over the last one-year period.
As of January 2017, CFVLX held 47 issues with 4.15% of its assets invested in Chevron Corp.
Goldman Sachs Large Cap Value Insights A (GCVAX - Free Report) invests in securities of companies having market capitalizations within the range of the Russell 1000 Index. GCVAX invests in securities of domestic and foreign firms that trade in the U.S. GCVAX may also invest in fixed income producing securities. Goldman Sachs Large Cap Value Insights A returned 20.1% over the last one-year period.
GCVAX has an expense ratio of 0.96% as compared to the category average of 1.08%.
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3 Top-Ranked Large-Cap Mutual Funds to Add to Your Portfolio
Large cap funds are considered a wise choice for risk-averse investors when compared to small- and mid-cap funds. These funds have exposure to large-cap stocks, with a long-term performance history and more stability than what mid or small caps offer. Companies with market capitalization of more than $10 billion are generally considered large cap. However, due to their significant international exposure, large-cap companies might get affected by any global downturn.
Meanwhile, investors looking for a bargain, i.e., stocks at a discount, are mostly interested in value funds, which have stocks that tend to trade at a price lower than their fundamentals (i.e. earnings, book value, Debt-Equity) and pay out dividends. In the long run, value stocks are expected to outperform growth stocks across all asset classes and are less vulnerable to market trends. However, investors interested in choosing value funds for yield, should check the mutual fund yield as not all value funds comprise solely of companies that primarily use their earnings to pay dividends.
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 peers in the future. Investors can click here to see the complete list of large-cap value funds.
DFA US Large Cap Value II invests a large portion of its assets in securities of large-cap U.S. companies. DFCVX invests all of its assets in its master fund –– The U.S. Large Cap Value of The DFA Investment Trust Company. The fund seeks capital appreciation for the long run. DFA US Large Cap Value II returned 22.5% over the last one-year period.
Jed Fogdall is one of the fund managers since Feb 2012.
Commerce Value (CFVLX - Free Report) seeks capital appreciation. CFVLX invests around 65% of its assets in common stocks. The fund’s investments include companies with an impressive earnings growth track record that are believed to pay out dividends. CFVLX may invest a notable portion of its assets in securities of companies from the financial sector. Commerce Value returned 16.1% over the last one-year period.
As of January 2017, CFVLX held 47 issues with 4.15% of its assets invested in Chevron Corp.
Goldman Sachs Large Cap Value Insights A (GCVAX - Free Report) invests in securities of companies having market capitalizations within the range of the Russell 1000 Index. GCVAX invests in securities of domestic and foreign firms that trade in the U.S. GCVAX may also invest in fixed income producing securities. Goldman Sachs Large Cap Value Insights A returned 20.1% over the last one-year period.
GCVAX has an expense ratio of 0.96% as compared to the category average of 1.08%.
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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