Top Performing Large Value Mutual Funds 2014

Large value mutual funds invest mainly in U.S. large companies which are undervalued. These investment funds may provide high dividend yield for income. Some of the popular large value mutual funds include: American Funds Washington Mutual Fund (AWSHX), Dodge & Cox Stock Fund (DODGX), and Vanguard Windsor II Fund (VWNFX).

YTD Best Performing Funds

The list is compiled based on the fund year-to-date performance in 2014. The top fund means it managed to rank in top 1% in this large-cap blend category. You can find other fund information such as expense ratio, review, management, risk, top holdings, fund sector, etc.

Top performing large value mutual funds 2014 are:
    Large Value Funds
  1. Snow Capital Focused Value Fund (SFOAX)
  2. Buffalo Dividend Focus Fund (BUFDX)
  3. Poplar Forest Partners Fund (PFPFX)
  4. Valley Forge Fund (VAFGX)
  5. Snow Capital Market Plus Fund (SPLAX)
  6. DoubleLine Shiller Enhanced CAPE Fund (DSENX)
  7. Payden Equity Income Fund (PYVLX)
  8. Touchstone Premium Yield Equity Fund (TPYAX)
  9. Destra Dividend Total Return Fund (DHDAX)
  10. Hillman Focused Advantage Fund (HCMAX)
  11. Catalyst Insider Buying Fund (INSAX)
  12. Columbia Large Value Quantitative Fund (RLCAX)
  13. Delaware Pooled Large-Cap Value Equity Fund (DPDEX)
  14. Ivy Value Fund (IYVAX)
  15. Waddell & Reed Value Fund (WVAAX)
  16. Power Dividend Index Fund (PWDAX)
  17. Delaware Value Fund (DDVAX)
  18. Nuveen Large-Cap Value Fund (NNGAX)

Poplar Forest Partners Fund

This large value mutual fund invests mainly in common stocks of underappreciated companies and industries. This Poplar Forest Partners Fund has $535 million of assets. The expense fee ratio is 1.25%. The class A fund has a sales load of 5.00%. The fund manager is J. Dale Harvey.

More: Best Large Value ETFs 2014

Morningstar has ranked this top fund with 4 stars rating. In 2014, the YTD return is 13.27%. It has returned 21.98% over the past 1 year, and 26.46% over the past 3 years.

The top 5 stocks in its holdings are Hewlett-Packard Co (HPQ), Halliburton Co (HAL), Baker Hughes Inc (BHI), Eli Lilly and Co (LLY), and Aetna Inc (AET). Top 3 sectors are financial services, technology, and energy.

DoubleLine Shiller Enhanced CAPE Fund

DoubleLine Shiller Enhanced CAPE Fund objective is to provide total return which exceeds the total return of its benchmark index, the Shiller Barclays CAPE US Sector TR USD Index. The fund managers are Jeffrey E. Gundlach, and Jeffrey J. Sherman. Gundlach is also a manager of popular bond fund, DoubleLine Total Return Fund.

This best large value fund has an average expense fee of 0.90%. You can buy this fund from your brokerage with $2,000 initial funding. In 2014, this US stock fund has a year to date return of 13.65%.

Payden Equity Income Fund

Ranked with 3 stars rating by Morningstar, Payden Equity Income Fund has total assets of $435 million. The portfolio turnover rate is 86%. This fund uses its assets to purchase large capitalization value stocks with above average dividend yields. It may invest in other income producing equity securities such as exchange-traded common and preferred stocks, real estate investment trusts and master limited partnerships.

This equity fund dividend yield is 1.73%. There is no sales load. Its expense fee is 0.80%. Top 4 equities are Intel Corp (INTC), LyondellBasell Industries NV (LYB), Merck & Co Inc (MRK), and ConocoPhillips (COP).


Post a Comment