7 Top-Performing Large-Value Funds | Morningstar

Jan 30, 2025 · Large-Value Funds Performance Over the last 12 months, large-value funds have returned 17.86%. On an annualized rate, these funds have returned 8.53% over the last three …

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7 Top-Performing Large-Value Funds | Morningstar

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Jan 30, 2025 · Large-Value Funds Performance Over the last 12 months, large-value funds have returned 17.86%. On an annualized rate, these funds have returned 8.53% over the last three …

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Best- And Worst-Performing UK Investment Trusts Of 2024

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Jan 8, 2025 · JP Morgan American JAM is the best performing investment trust under Morningstar coverage for the second year in a row, with a share price gain of 31.55% in 2024, following on …

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The "Magnificent Seven" Stocks Could Help This Vanguard ETF …

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2 days ago · The Vanguard Mega Cap Growth ETF (MGK 0.23%) is an exchange-traded fund (ETF) that invests exclusively in America's largest companies, and it assigns a very high …

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The Best US Energy Stocks To Buy Now | Morningstar

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2 days ago · Morningstar Price/Fair Value: 0.74; Morningstar Uncertainty Rating: Medium; Morningstar Economic Moat Rating: Narrow; Forward Dividend Yield: 4.10%; Industry: Oil and …

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FCP CLOSES $16.7 MILLION IN PREFERRED EQUITY FOR 320-UNIT …

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2 days ago · CHEVY CHASE, Md., Feb. 6, 2025 /PRNewswire/ --FCP® has closed on a $16.7 million preferred equity investment through its Structured Investments platform to finance …

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FAQs about 7 Top-Performing Large-Value Funds | Morningstar Coupon?

What are the best large-value funds?

The best-performing large-value funds over the last one-, three-, and five-year periods have tended to overweight technology and consumer cyclical stocks while underweighting the healthcare and energy sectors. The top performers include Oakmark OANMX, Oakmark Select OANLX, and Artisan Value APHLX. ...

How do I find the best large-value funds?

To find the best large-value funds, we screened open-ended and exchange-traded funds in the top 33% of the category using their lowest-cost primary share classes for the last one-, three-, and five-year periods. ...

How much has a large-value fund returned in a year?

That compares with the Morningstar US Market Index, which has returned 25.60% over the last 12 months, 12.42% per year over the last three years, and 14.39% per year over the last five years. Source: Morningstar Direct. Data as of Jan. 28, 2025. What Are Large-Value Funds? ...

What is a large value fund?

Value is defined based on low valuations (low price ratios and high dividend yields) and slow growth (low growth rates for earnings, sales, book value, and cash flow). Large-value funds invest in U.S. companies that are less expensive or growing slower compared to other large-cap stocks. ...

Are large-value funds performing better in 2022?

However, thanks to relatively better performance in 2022, the average returns for large-value funds look better over a three-year period, during which they outperformed the market by 0.84 percentage points per year. But a mixed picture comes through again when looking at five-year returns. ...

Are large-value ETFs a good investment?

Looking at large-value ETFs, many of the ones with the best outcomes tracked value stocks in the S&P 500. In addition, all of the top six performers were index funds; no actively managed stock strategies made the cut. ...