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Best Large Value Mutual Fund Managers

Best Large Value fund managers based on our scoring criteria

(** Click on column heading to Sort)
Fund Manager Fund Name Category Manager Score Manager Tenure 1 year Performance 3 year Performance 5 year Performance
Meggan Walsh Invesco Dividend Income R5 Large Value 0.9 7.4 10.47 12.78 11.91
SEI US Managed Volatility A (SIIT) Large Value 0.88 7.5 3.71 12.58 12.70
Nikhil G. Lalvani Delaware Pooled Large-Cap Value Equity Large Value 0.87 9.7 2.81 11.66 13.18
Anthony A. Lombardi Delaware Value Inst Large Value 0.87 11.9 3.43 11.69 12.90
Walter Bean Federated Strategic Value Dividend Instl Large Value 0.85 9.6 10.68 11.49 11.47
James P. Stetler Vanguard Equity-Income Adm Large Value 0.85 8.8 4.09 10.22 12.02
John A. Carey Pioneer Equity Income Y Large Value 0.84 25.9 5.61 11.18 10.81
James K. Dunton American Funds Washington Mutual R5 Large Value 0.84 19 2.27 9.90 11.29
Nevin P. Chitkara MFS Value R4 Large Value 0.84 10 3.08 10.55 11.44
Phillip Davidson American Century Equity Income Instl Large Value 0.83 21.5 9.67 10.09 10.30
( Performance as of May 31, 2016, Manager Tenure in Years, Performance in %)

 

Compare with Large Value category EFTs

Some Large Value ETFs for your consideration

(** Click on column heading to Sort, Performance is in %)
ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield Indx ETF (VYM)6.384.4910.76
WisdomTree Total Dividend (DTD)6.263.0810.25
Schwab U.S. Large-Cap Value ETF (SCHV)5.452.839.22
iShares Morningstar Large Value Index (JKF)6.372.658.24
WisdomTree Dividend ex-Financials (DTN)8.122.219.53

 

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