Value mutual funds provide excellent choices for investors looking for bargains, i.e., stocks at a discount. Value mutual funds are those that invest in stocks trading at discounts to book value, and have low price-to-earnings ratio and high dividend yields. Value investing is always a popular strategy, and for a good reason. After all, who doesn’t want to find stocks that have low PEs, solid outlooks and decent dividends?
However, not all value funds solely comprise companies that primarily use their earnings to pay dividends. Investors interested in choosing value funds for yield, should be sure to check the mutual fund yield. The mutual fund yield is the dividend payment divided by the value of the mutual fund’s shares.
Below we share with you three top-ranked all-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 all-cap value funds.
Victory Sycamore Established Value R6 (VEVRX - Free Report) invests a huge portion of its assets in equity securities of companies that have market-cap similar to those included in the Russell MidCap Value Index. VEVRX may also invest in equity securities of non-U.S. companies, including ADRs and GDRs. Victory Sycamore Established Value R6has a one-year annualized return of 12.4%.
Gary H. Miller is one of the fund managers of VEVRX since 1998.
DFA Tax-Managed US Marketwide Value II (DFMVX - Free Report) seeks long-term growth of capital. DFMVX invests all its assets in its Master Fund, The Tax-Managed U.S. Marketwide Value Series. The Master fund is expected to invest the large chunk of its assets in companies located in the U.S. DFA Tax-Managed US Marketwide Value II has a one-year annualized return of 12.2%.
DFMVX has an expense ratio of 0.22% as compared to the category average of 1.03%.
Segall Bryant & Hamill Small Cap Value (SBHVX - Free Report) invests large chunk of its assets in equity securities, including common stocks of small-cap companies. The fund focuses on investing in those companies that have market-cap similar to those included in the Russell 2000 Value Index. Segall Bryant & Hamill Small Cap Value has a one-year annualized return of 24.1%.
As of June 2018, SBHVX held 76 issues, with 5.63% of its assets invested in Innophos Holdings Inc.
To view the Zacks Rank and past performance of all All-cap value mutual funds, investors can click here to see the complete list of all-cap value funds.
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