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 2009-11-20
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Yacktman Focused YAFFX LV --- 2500 108.07 8.22 8.91 11.69
Yacktman YACKX LV --- 2500 94.49 6.28 7.56 11.68
Forester Value FVALX LV --- 2500 41.06 3.64 3.36 5.13
Amana Trust Income AMANX LV --- 250 34.11 2.13 8.28 5.66
Valley Forge VAFGX LV --- 1000 39.17 1.85 3.43 4.29
American Indep Stock I ISISX LV --- 250000 49.57 1.80 5.62 6.23
American Indep Stock A IFCSX LV 5.75 2000 48.75 1.28 --- ---
American Indep Stock A Load Waived IFCSX.LW LV --- 2000 48.75 1.28 --- ---
SunAmerica Focused Dividend Strategy A FDSAX LV 5.75 500 77.82 0.42 3.75 3.12
SunAmerica Focused Dividend Strateg A LW FDSAX.LW LV --- 500 77.82 0.42 3.75 3.12
BB&T Equity Income Instl BEGIX LV --- 1500000 44.10 0.36 6.92 ---
Frost Dividend Value Equity Inst FIDVX LV --- 1000000 37.73 0.20 6.46 ---
BB&T Equity Income A BAEIX LV 5.75 1000 43.85 0.15 6.67 ---
BB&T Equity Income A Load Waived BAEIX.LW LV --- 1000 43.85 0.15 6.67 ---
SunAmerica Focused Dividend Strategy C FDSTX LV --- 500 76.60 -0.21 3.09 2.45
SunAmerica Focused Dividend Strategy B FDSBX LV --- 500 76.42 -0.25 3.06 2.44
BB&T Equity Income B BEIBX LV --- 1000 42.70 -0.60 5.87 ---
Fidelity Congress Street CNGRX LV --- 0 36.44 -0.60 4.03 1.63
BB&T Equity Income C BCEGX LV --- 1000 42.70 -0.62 5.86 ---
Neiman Large Cap Value NEIMX LV --- 1000 21.30 -0.67 3.53 ---
Jennison Equity Income A SPQAX LV 5.50 2500 66.28 -0.77 4.24 ---
Jennison Equity Income A Load Waived SPQAX.LW LV --- 2500 66.28 -0.77 4.24 ---
Robeco All Cap Val Instl BPAIX LV --- 100000 63.52 -0.96 5.24 ---
Jennison Equity Income L AGOAX LV 5.75 2500 65.72 -1.05 3.93 3.03
Robeco All Cap Value Inv BPAVX LV --- 2500 63.55 -1.22 4.97 ---
*10 year return calculated as of 2009-10-31