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 2008-08-26
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
ProFunds Basic Materials UltraSector Inv BMPIX LV --- 5000 6.77 20.84 18.14 ---
ProFunds Basic Materials UltraSector Svc BMPSX LV --- 5000 5.67 19.65 16.98 ---
BB&T Equity Income Instl BEGIX LV --- 1500000 -5.31 10.09 --- ---
Amana Trust Income AMANX LV --- 250 -2.97 10.06 15.47 7.18
BB&T Equity Income A BAEIX LV 5.75 1000 -5.48 9.82 --- ---
BB&T Equity Income A Load Waived BAEIX.LW LV --- 1000 -5.48 9.82 --- ---
1st Source Monogram Income Equity FMIEX LV --- 1000 -4.68 9.34 13.04 9.99
Neiman Large Cap Value NEIMX LV --- 1000 0.57 9.04 7.77 ---
BB&T Equity Income B BEIBX LV --- 1000 -6.19 9.00 --- ---
BB&T Equity Income C BCEGX LV --- 1000 -6.17 8.99 --- ---
ING Corporate Leaders Trust B LEXCX LV --- 1000 -4.33 8.92 12.80 6.75
BlackRock Equity Dividend I MADVX LV --- 2000000 -6.94 8.72 12.71 8.05
BlackRock Equity Dividend A MDDVX LV 5.25 1000 -7.21 8.43 12.43 7.77
BlackRock Equity Dividend A Load Waived MDDVX.LW LV --- 1000 -7.21 8.43 12.43 7.77
BlackRock Equity Dividend R MRDVX LV --- 1000 -7.51 8.12 12.16 ---
American Independence Stock I ISISX LV --- 5000000 -0.05 7.84 12.67 7.70
Vanguard Dividend Growth VDIGX LV --- 3000 -4.15 7.84 9.73 3.97
DWS Large Cap Value Inst KDCIX LV --- 1000000 -2.10 7.74 9.12 ---
DWS Large Cap Value S KDCSX LV --- 2500 -2.20 7.65 --- ---
BlackRock Equity Dividend C MCDVX LV --- 1000 -7.88 7.64 11.58 6.95
BlackRock Equity Dividend B MBDVX LV --- 1000 -7.99 7.58 11.56 6.93
GAMCO Westwood Equity AAA WESWX LV --- 1000 -7.94 7.54 11.36 6.54
Loomis Sayles Value Y LSGIX LV --- 100000 -10.79 7.52 11.44 5.50
Eaton Vance Large-Cap Value I EILVX LV --- 250000 -7.33 7.39 --- ---
DWS Large Cap Value A KDCAX LV 5.75 1000 -2.50 7.30 8.69 5.43
*10 year return calculated as of 2008-07-31