Top Performing Large Value Mutual Funds 2013
The large value mutual fund is part of domestic stock fund. This large mutual fund utilizes its assets to purchase common stocks of U.S. large companies which are considered undervalue. These undervalued companies are less expensive or growing more slowly than other large-cap companies.
The top performing list is sorted based on its past 1 year performance up to January 2013. Investors can find the review and other fund information such as expense ratio, fund manager, yield, turnover rate, sales load, top holdings, top sectors, etc.
The top performing large value mutual funds January 2013 are:
- Fairholme Fund (FAIRX)
- JHancock2 Fundamental Large Cap Value Fund (JFVAX)
- DFA Tax-Managed US Marketwide Value Fund (DTMMX)
- DFA US Large Cap Value Fund (DFLVX)
- Dodge & Cox Stock Fund (DODGX)
- Lord Abbett Calibrated Large Cap Value Fund (LCAAX)
- Vanguard Windsor Fund (VWNDX)
- TCW Dividend Focused Fund (TGIGX)
- LSV Value Equity Fund (LSVEX)
- Boyar Value Fund (BOYAX)
Fairholme Fund (FAIRX)This Fairholme Fund has been the best performing large value mutual funds for the past year. This fund utilizes its assets to purchase common and preferred stock, partnership interests, business trust shares, depository receipts, and options. Bruce R. Berkowitz is the fund manager. Its expense ratio is 1.01%. It has $7.3 billion of assets. The yield is 0%.
In 2012, this top equity fund has an annualized return of 35.81%. Morningstar has ranked it with silver rating. The minimum initial investment is $10,000. The top 5 stocks in its assets are: American International Group Inc, Sears Holdings Corporation, Bank of America Corporation, General Growth Porperties Inc, and St. Joe Corporation.
DFA US Large Cap Value Fund (DFLVX)
DFA US Large Cap Value Fund is a 3 star mutual fund. Its objective is to provide long term growth. It invests mainly in securities of large cap U.S. companies. This mutual fund $9.1 billion of assets. The annual expense ratio is only 0.27%. The current dividend yield is 1.88% per year. The portfolio turnover rate is 10%.
This top performing large value mutual fund has returned 21.92% over the past 1 year, 13.09% over the past 3 year, and 8.56% over the past decade. The worst 1 year total return was occurred in 2008 with -40.80%.
Dodge & Cox Stock Fund (DODGX)
This Dodge & Cox Stock Fund invests majority of its assets in a diversified portfolio of common stocks. The 12-month yield is 1.62%. It has $39.8 billion of assets. The expense ratio is 0.52%. The holding turnover rate is 16%. This mutual fund has investment style of large value. You can buy this fund from various brokerages. The fund shares price is $128.02.
Ranked with gold rating, this best performing large value mutual fund has an YTD return of 22.01% in 2012. The 5 year average return is 2.73%. The top 3 sectors are financial services, technology, and health care. The top 3 stocks include Capital One Financial Corp, Comcast Corp, and Wells Fargo & Co.
Vanguard Windsor Fund (VWNDX)
The Vanguard Windsor Fund is a no sales load mutual fund. It has 2.20% yield. The total assets are $12.8 billion. The annual expense ratio is 0.35% per year. It uses its assets to buy undervalued large- and mid-capitalization companies. The 1-year annualized return is 20.78%. The best 1 year total return was occurred in 2003 with 37.01%.
Best Large Growth ETFs 2012
The fund performance for the past 4 years is as follows:
- Year 2012: 20.78%
- Year 2011: -4.00%
- Year 2010: 14.82%
- Year 2009: 34.69%
Fund Performance
| No | Fund Description | Ticker | 1 Year Return % | Expense Ratio % | Assets (M) |
|---|---|---|---|---|---|
| 1 | Fairholme | FAIRX | 35.81 | 1.01 | 7253 |
| 2 | JHancock2 Fundamental Large Cap Value A | JFVAX | 22.98 | 1.3 | 820 |
| 3 | DFA Tax-Managed US Marketwide Value | DTMMX | 22.23 | 0.38 | 2379 |
| 4 | DFA US Large Cap Value I | DFLVX | 22.05 | 0.28 | 8585 |
| 5 | Dodge & Cox Stock | DODGX | 22.01 | 0.52 | 39908 |
| 6 | Lord Abbett Calibrated Large Cap Value A | LCAAX | 21.26 | 0.73 | 128 |
| 7 | Vanguard Windsor Inv | VWNDX | 20.78 | 0.35 | 12621 |
| 8 | TCW Dividend Focused N | TGIGX | 20.44 | 1.17 | 701 |
| 9 | LSV Value Equity | LSVEX | 20.31 | 0.64 | 1046 |
| 10 | Boyar Value | BOYAX | 20.16 | 1.75 | 16 |
| 11 | Goldman Sachs Growth and Inc A | GSGRX | 19.58 | 1.19 | 417 |
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