Top 25 Large Value Funds Back to Top 25 Lists
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Top 25 funds are ranked by 3 year performance as of 2009-11-06
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Yacktman Focused YAFFX LV --- 2500 58.99 8.34 8.92 11.69
Yacktman YACKX LV --- 2500 53.17 6.31 7.54 11.68
Forester Value FVALX LV --- 2500 18.65 3.19 3.16 5.13
Valley Forge VAFGX LV --- 1000 24.12 2.04 3.53 4.29
Amana Trust Income AMANX LV --- 250 21.21 1.97 8.12 5.66
American Indep Stock I ISISX LV --- 250000 22.97 1.79 5.64 6.23
American Indep Stock A IFCSX LV 5.75 2000 22.36 1.28 --- ---
American Indep Stock A Load Waived IFCSX.LW LV --- 2000 22.36 1.28 --- ---
BB&T Equity Income Instl BEGIX LV --- 1500000 18.71 0.32 6.63 ---
BB&T Equity Income A BAEIX LV 5.75 1000 18.46 0.09 6.37 ---
BB&T Equity Income A Load Waived BAEIX.LW LV --- 1000 18.46 0.09 6.37 ---
SunAmerica Focused Dividend Strategy A FDSAX LV 5.75 500 37.92 -0.32 3.13 3.12
SunAmerica Focused Dividend Strat A LW FDSAX.LW LV --- 500 37.92 -0.32 3.13 3.12
Frost Dividend Value Equity Inst FIDVX LV --- 1000000 21.85 -0.45 6.04 ---
BB&T Equity Income C BCEGX LV --- 1000 17.52 -0.66 5.56 ---
BB&T Equity Income B BEIBX LV --- 1000 17.55 -0.66 5.57 ---
Neiman Large Cap Value NEIMX LV --- 1000 11.15 -0.76 3.47 ---
Robeco All Cap Val Instl BPAIX LV --- 100000 34.25 -0.93 5.19 ---
SunAmerica Focused Dividend Strategy C FDSTX LV --- 500 37.05 -0.94 2.46 2.45
SunAmerica Focused Dividend Strategy B FDSBX LV --- 500 37.05 -0.97 2.45 2.44
Robeco All Cap Value Inv BPAVX LV --- 2500 34.14 -1.21 4.90 ---
Jennison Equity Income A SPQAX LV 5.50 2500 36.07 -1.24 3.72 ---
Jennison Equity Income A Load Waived SPQAX.LW LV --- 2500 36.07 -1.24 3.72 ---
Jennison Equity Income L AGOAX LV 5.75 2500 35.74 -1.50 3.43 3.03
Fidelity Congress Street CNGRX LV --- 0 18.71 -1.51 3.42 1.63
*10 year return calculated as of 2009-10-31