Large Value: Total Returns

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Data through 3/27/2015. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Large Value -1.86 -0.31 -1.54 8.91 14.15 12.24
American Beacon Lg Cap Value Inst AADEX -1.94 0.11 -1.14 8.95 15.69 13.33
American Beacon Lg Cap Value AMR AAGAX -1.92 0.18 -1.07 9.24 16.00 13.61
American Beacon Lg Cap Value Inv AAGPX -1.97 0.02 -1.23 8.56 15.28 12.92
Thrivent Large Cap Value A AAUTX -1.86 -0.55 -1.91 6.77 14.07 11.47
Thrivent Large Cap Value A Load Waived AAUTX.LW -1.86 -0.55 -1.91 6.77 14.07 11.47
ASTON/Cornerstone Large Cap Value I AAVIX -3.86 -6.25 -7.49 1.29 10.61 11.18
American Beacon The London Co Inc Eq A ABCAX -2.12 1.35 -0.29 16.08 --- ---
American Beacon The London Co Inc E A LW ABCAX.LW -2.12 1.35 -0.29 16.08 --- ---
American Beacon The London Co Inc Eq Ins ABCIX -2.09 1.46 -0.18 16.58 --- ---
American Beacon The London Co Inc Eq Inv ABCVX -2.12 1.33 -0.31 16.20 --- ---
American Beacon The London Co Inc Eq Y ABCYX -2.10 1.43 -0.20 16.47 --- ---
American Beacon The London Co Inc Eq C ABECX -2.18 1.17 -0.47 15.22 --- ---
American Beacon Lg Cap Value Y ABLYX -1.95 0.09 -1.16 8.86 15.59 13.22
AB Value A ABVAX -1.94 -1.46 -2.55 9.10 15.05 11.38
AB Value A Load Waived ABVAX.LW -1.94 -1.46 -2.55 9.10 15.05 11.38
AB Value B ABVBX -2.00 -1.46 -2.54 9.09 15.00 11.33
AB Value C ABVCX -2.01 -1.60 -2.69 8.37 14.23 10.59
AB Value I ABVIX -1.88 -1.33 -2.36 9.56 15.50 11.81
AB Value K ABVKX -1.90 -1.42 -2.52 9.06 15.01 11.36
AB Value R ABVRX -1.96 -1.54 -2.57 8.70 14.65 11.02
AB Value Advisor ABVYX -1.87 -1.32 -2.41 9.50 15.40 11.74
American Century Value B ACBVX -2.54 -1.52 -2.65 8.61 13.78 11.66
American Century Capital Val A ACCVX -2.03 -0.43 -1.61 11.08 15.31 12.82
American Century Capital Val A LW ACCVX.LW -2.03 -0.43 -1.61 11.08 15.31 12.82
American Century NT Large Co Val R6 ACDLX -1.64 0.11 -1.09 12.20 --- ---
American Century Income & Growth C ACGCX -2.61 -1.32 -2.84 9.31 14.15 12.88
Invesco Growth and Income A ACGIX -1.62 -0.91 -2.24 8.23 15.06 11.61
Invesco Growth and Income A Load Waived ACGIX.LW -1.62 -0.91 -2.24 8.23 15.06 11.61
Invesco Growth and Income B ACGJX -1.63 -0.92 -2.26 8.24 15.05 11.60
Invesco Growth and Income C ACGKX -1.67 -1.11 -2.45 7.44 14.19 10.79
Invesco Growth and Income R ACGLX -1.64 -0.97 -2.30 7.95 14.76 11.34
Invesco Growth and Income Y ACGMX -1.59 -0.85 -2.18 8.50 15.34 11.90
Invesco Growth and Income R5 ACGQX -1.60 -0.82 -2.18 8.61 15.46 ---
American Century Equity Income Instl ACIIX -1.33 -0.32 -1.45 9.74 12.27 11.38
American Century Value C ACLCX -2.44 -1.41 -2.67 8.56 13.80 11.66
American Century NT Large Co Val Instl ACLLX -1.67 0.08 -1.12 12.04 15.95 13.41
American Century Capital Val Instl ACPIX -1.91 -0.32 -1.60 11.55 15.81 13.30
Invesco Comstock Y ACSDX -1.65 -0.61 -1.69 8.12 15.82 13.55
Invesco Comstock R5 ACSHX -1.66 -0.58 -1.70 8.22 15.94 ---
Invesco Comstock R ACSRX -1.66 -0.70 -1.81 7.62 15.26 12.98
Invesco Comstock A ACSTX -1.67 -0.67 -1.79 7.85 15.53 13.25
Invesco Comstock A Load Waived ACSTX.LW -1.67 -0.67 -1.79 7.85 15.53 13.25
Invesco Comstock B ACSWX -1.67 -0.63 -1.75 7.85 15.39 13.16
Invesco Comstock C ACSYX -1.74 -0.82 -1.93 7.04 14.67 12.40
American Century Capital Val Inv ACTIX -2.02 -0.43 -1.60 11.34 15.55 13.06
Columbia Dividend Opportunity C ACUIX -2.88 -1.00 -2.78 7.22 11.57 12.44
Advance Capital I Core Equity Retail ADCEX -2.72 -1.25 -2.15 10.90 12.81 11.20
Advance Capital I Core Equity Inst ADCNX -2.65 -1.13 -2.08 11.29 13.12 11.51
Columbia Diversified Equity Income C ADECX -2.27 -1.22 -2.48 8.39 13.11 10.85
Columbia Diversified Equity Income I ADIIX -2.13 -0.93 -2.13 9.76 14.45 12.20
ASTON/River Road Div All Cap Val II I ADIVX -1.75 -0.67 -1.92 10.36 --- ---
AllianzGI NFJ Dividend Value P ADJPX -2.94 -1.98 -3.33 6.58 12.97 12.74
ASTON/River Road Div All Cap Val II N ADVTX -1.82 -0.71 -1.98 10.09 --- ---
American Century Equity Income B AEKBX -1.45 -0.66 -1.78 8.32 10.90 10.03
American Century Equity Income R6 AEUDX -1.42 -0.41 -1.53 9.77 --- ---
American Century Equity Income R AEURX -1.36 -0.57 -1.69 8.89 11.49 10.59
Columbia Global Equity Value K AEVYX -2.33 0.21 -1.19 7.14 12.50 10.84
American Century Equity Income C AEYIX -1.45 -0.66 -1.79 8.33 10.91 10.04
ASTON/Fairpointe Focused Equity I AFFEX -2.86 2.93 1.90 --- --- ---
Ariel Focus Institutional AFOYX -3.05 -2.70 -3.79 6.88 13.22 ---
ASTON/Fairpointe Focused Equity N AFPTX -2.86 2.83 1.80 --- --- ---
American Century Income & Growth R AICRX -2.59 -1.20 -2.74 9.86 14.71 13.45
American Century Large Company Val B ALBVX -1.95 -0.33 -1.53 10.73 14.65 12.24
AllianzGI NFJ Large-Cap Value P ALCPX -2.51 -1.36 -2.64 9.83 14.70 12.90
American Beacon Lg Cap Value R ALCRX -2.00 -0.07 -1.32 8.13 14.81 12.44
AllianzGI NFJ Large-Cap Value Admin ALNFX -2.54 -1.39 -2.67 9.68 14.51 12.75
American Century Large Company Val A ALPAX -1.88 -0.14 -1.34 11.53 15.49 13.08
American Century Large Company Val A LW ALPAX.LW -1.88 -0.14 -1.34 11.53 15.49 13.08
American Century Large Company Val C ALPCX -1.96 -0.33 -1.53 10.77 14.66 12.21
American Beacon Lg Cap Value A ALVAX -1.97 0.01 -1.24 8.49 15.14 ---
American Beacon Lg Cap Value A LW ALVAX.LW -1.97 0.01 -1.24 8.49 15.14 ---
American Beacon Lg Cap Value C ALVCX -2.03 -0.16 -1.42 7.66 14.23 ---
American Century Large Company Val R6 ALVDX -1.87 -0.02 -1.23 12.19 --- ---
American Century Large Company Val Inv ALVIX -1.83 -0.09 -1.29 11.93 15.82 13.34
American Century Large Company Val R ALVRX -1.82 -0.19 -1.39 11.38 15.24 12.78
American Century Large Company Val Instl ALVSX -1.79 -0.05 -1.26 12.02 16.05 13.56
American Century Income & Growth A AMADX -2.54 -1.15 -2.67 10.15 15.01 13.74
American Century Income & Growth A LW AMADX.LW -2.54 -1.15 -2.67 10.15 15.01 13.74
American Funds American Mutual B AMFBX -1.74 -0.43 -1.98 10.70 13.59 12.16
American Funds American Mutual C AMFCX -1.74 -0.45 -2.00 10.62 13.53 12.12
American Funds American Mutual F1 AMFFX -1.68 -0.27 -1.81 11.44 14.38 12.96
American Century Income & Growth Inst AMGIX -2.51 -1.04 -2.56 10.65 15.53 14.24
American Funds American Mutual F2 AMRFX -1.69 -0.23 -1.76 11.72 14.65 13.24
American Funds American Mutual A AMRMX -1.68 -0.28 -1.81 11.52 14.46 13.03
American Funds American Mutual A LW AMRMX.LW -1.68 -0.28 -1.81 11.52 14.46 13.03
ALPS | WMC Research Value C AMWCX -1.63 0.44 -0.87 10.27 15.31 ---
ALPS | WMC Research Value I AMWIX -1.58 0.60 -0.59 11.37 16.45 13.42
ALPS | WMC Research Value A AMWYX -1.52 0.60 -0.60 11.17 16.19 13.16
ALPS | WMC Research Value A Load Waived AMWYX.LW -1.52 0.60 -0.60 11.17 16.19 13.16
AllianzGI NFJ Dividend Value Admin ANDAX -3.01 -2.06 -3.40 6.37 12.79 12.55
AllianzGI NFJ Dividend Value R6 ANDVX -2.96 -1.94 -3.29 6.72 --- ---
AllianzGI NFJ All-Cap Value P ANFPX -2.44 -0.44 -1.78 10.35 13.42 13.32
AllianzGI NFJ Large-Cap Value R ANLRX -2.59 -1.48 -2.81 9.27 14.10 12.34
AllianzGI NFJ Large-Cap Value Instl ANVIX -2.52 -1.35 -2.65 9.92 14.82 13.03
Artisan Value Institutional APHLX -2.98 1.83 0.76 5.73 11.10 ---
ASTON/River Road Dividend All Cap Val N ARDEX -1.72 0.00 -1.30 10.14 13.98 13.31
Ariel Focus Investor ARFFX -3.04 -2.77 -3.82 6.65 12.95 10.69
ASTON/River Road Dividend All Cap Val I ARIDX -1.72 0.08 -1.27 10.47 14.29 13.59
Artisan Value Investor ARTLX -3.06 1.76 0.68 5.47 10.80 11.35
AB Equity Income A AUIAX -1.80 0.70 -0.72 10.29 13.08 15.08
AB Equity Income A Load Waived AUIAX.LW -1.80 0.70 -0.72 10.29 13.08 15.08
AB Equity Income B AUIBX -1.88 0.51 -0.88 9.48 12.26 14.26
AB Equity Income C AUICX -1.88 0.54 -0.89 9.53 12.29 14.29
AB Equity Income I AUIIX -1.80 0.74 -0.67 10.61 13.42 15.45
AB Equity Income K AUIKX -1.83 0.64 -0.74 10.22 13.05 15.09
AB Equity Income R AUIRX -1.85 0.59 -0.82 9.90 12.70 14.75
AB Equity Income Advisor AUIYX -1.81 0.75 -0.65 10.61 13.41 15.44
AB Equity Income Z AUIZX -1.77 0.77 -0.61 10.73 --- ---
Auxier Focus A AUXAX -2.35 0.48 -0.88 9.17 10.76 9.88
Auxier Focus A Load Waived AUXAX.LW -2.35 0.48 -0.88 9.17 10.76 9.88
Auxier Focus Inv AUXFX -2.32 0.54 -0.85 9.24 10.79 9.91
Auxier Focus Institutional AUXIX -2.29 0.58 -0.80 9.48 --- ---
American Beacon Lg Cap Value Adv AVASX -1.98 -0.01 -1.26 8.42 15.13 12.77
American Century Value Instl AVLIX -2.38 -1.13 -2.38 9.89 15.14 13.01
American Century Value R6 AVUDX -2.35 -1.11 -2.35 10.06 --- ---
American Century Value R AVURX -2.40 -1.27 -2.51 9.15 14.37 12.26
American Funds Washington Mutual A AWSHX -1.94 -0.05 -1.37 10.53 15.18 14.09
American Funds Washington Mutual A LW AWSHX.LW -1.94 -0.05 -1.37 10.53 15.18 14.09
Bread & Butter BABFX -2.45 -4.00 -4.10 -2.26 5.29 5.71
BMO Dividend Income A BADIX -2.92 -1.13 -2.64 --- --- ---
BMO Dividend Income A Load Waived BADIX.LW -2.92 -1.13 -2.64 --- --- ---
Sterling Capital Equity Income A BAEIX -1.57 0.86 -0.46 6.34 10.13 11.22
Sterling Capital Equity Income A LW BAEIX.LW -1.57 0.86 -0.46 6.34 10.13 11.22
Sterling Capital Equity Income R BAERX -1.64 0.76 -0.53 6.04 9.84 10.99
BMO Large-Cap Value A BALVX -1.23 0.58 -0.55 --- --- ---
BMO Large-Cap Value A Load Waived BALVX.LW -1.23 0.58 -0.55 --- --- ---
Sterling Capital Behav Lg Cp Val Eq Intl BBISX -1.09 0.28 -0.98 12.62 14.60 11.78
Sterling Capital Behav Lg Cp Val Eq A BBTGX -1.10 0.22 -1.00 12.36 14.32 11.50
Sterling Capital Behav Lg Cp Val Eq A LW BBTGX.LW -1.10 0.22 -1.00 12.36 14.32 11.50
Sterling Capital Equity Income C BCEGX -1.69 0.65 -0.71 5.50 9.28 10.39
Sterling Capital Behav Lg Cp Val Eq C BCVCX -1.18 0.00 -1.25 11.47 13.46 10.66
BlackRock Equity Dividend Investor C1 BEDCX -2.13 -1.52 -2.80 7.04 10.84 ---
Sterling Capital Equity Income Instl BEGIX -1.57 0.91 -0.40 6.59 10.39 11.50
Sterling Capital Equity Income B BEIBX -1.63 0.65 -0.66 5.51 9.29 10.40
Berwyn Cornerstone BERCX -3.99 -4.23 -5.27 -5.06 9.04 8.54
Sterling Capital Behav Lg Cp Val Eq B BGISX -1.17 0.00 -1.21 11.49 13.44 10.65
Madison Dividend Income Y BHBFX -1.76 -0.93 -2.42 7.90 13.58 10.77
American Century Income & Growth Inv BIGRX -2.55 -1.10 -2.60 10.41 15.29 14.02
BMO Low Volatility Equity A BLVAX -0.25 2.19 0.80 --- --- ---
BMO Low Volatility Equity A Load Waived BLVAX.LW -0.25 2.19 0.80 --- --- ---
William Blair Large Cap Value I BLVIX -2.44 -1.71 -2.87 5.86 13.25 ---
Mount Lucas US Focused Eq I BMLEX -1.87 0.81 0.20 11.23 18.07 14.77
BPV Large Cap Value Advisor BPAAX -1.20 1.33 0.34 --- --- ---
Boston Partners All Cap Value Instl BPAIX -1.60 1.38 0.18 11.76 17.49 14.10
Boston Partners All Cap Value Inv BPAVX -1.56 1.34 0.13 11.51 17.26 13.87
BPV Large Cap Value C BPCAX -1.30 1.14 0.05 --- --- ---
BPV Large Cap Value Institutional BPVAX -1.11 1.42 0.43 --- --- ---
American Beacon Bridgeway Lg Cp Val Inst BRLVX -1.25 1.24 0.04 13.79 19.47 15.72
Bishop Street Dividend Value I BSLIX -2.17 -0.66 -2.21 10.71 13.70 13.02
Becker Value Equity Retail BVEFX -2.03 0.16 -1.21 10.72 16.47 13.58
Becker Value Equity Institutional BVEIX -1.97 0.27 -1.10 11.02 16.76 ---
Baywood SKBA ValuePlus Institutional BVPIX -2.15 -1.42 -3.01 5.69 --- ---
Baywood SKBA ValuePlus Investor BVPNX -2.21 -1.48 -3.07 5.40 12.96 12.37
American Beacon Bridgeway Lg Cp Val A BWLAX -1.30 1.16 -0.02 13.38 18.93 ---
American Beacon Bridgeway Lg Cp Val A LW BWLAX.LW -1.30 1.16 -0.02 13.38 18.93 ---
American Beacon Bridgeway Lg Cp Val C BWLCX -1.34 1.00 -0.20 12.55 18.13 ---
American Beacon Bridgeway Lg Cp Val Inv BWLIX -1.27 1.18 -0.04 13.47 19.11 ---
American Beacon Bridgeway Lg Cp Val Y BWLYX -1.24 1.25 0.03 13.77 19.38 ---
AB Growth and Income A CABDX -1.43 0.36 -0.72 9.85 15.09 14.55
AB Growth and Income A Load Waived CABDX.LW -1.43 0.36 -0.72 9.85 15.09 14.55
Calamos Dividend Growth A CADVX -2.16 0.48 -0.38 3.64 --- ---
Calamos Dividend Growth A Load Waived CADVX.LW -2.16 0.48 -0.38 3.64 --- ---
Cutler Equity CALEX -2.14 -1.59 -2.75 7.53 12.45 13.44
Carne Hedged Equity Institutional CARNX -0.72 3.08 1.41 -3.90 7.88 10.34
Castle Focus C CASTX -1.80 -0.78 -1.80 4.84 6.17 ---
AB Growth and Income C CBBCX -1.61 0.18 -1.08 8.91 14.27 13.70
AB Growth and Income B CBBDX -1.43 0.36 -0.90 9.03 14.30 13.72
AB Growth and Income I CBBIX -1.41 0.54 -0.71 10.10 15.55 14.99
AB Growth and Income K CBBKX -1.44 0.55 -0.72 9.97 15.13 14.66
AB Growth and Income R CBBRX -1.45 0.37 -0.91 9.56 14.77 14.28
AB Growth and Income Advisor CBBYX -1.43 0.36 -0.72 9.99 15.39 14.84
AB Growth and Income Z CBBZX -1.41 0.54 -0.71 10.14 --- ---
Wells Fargo Advantage C&B Lg Cap Val A CBEAX -1.38 0.47 -0.54 11.55 14.57 12.37
Wells Fargo Advantage C&B Lg Cap Va A LW CBEAX.LW -1.38 0.47 -0.54 11.55 14.57 12.37
Wells Fargo Advantage C&B Lg Cap Val B CBEBX -1.44 0.31 -0.69 10.71 13.72 11.54
Wells Fargo Advantage C&B Lg Cap Val C CBECX -1.46 0.31 -0.70 10.67 13.68 11.54
Wells Fargo Advantage C&B Lg Cp Val Inv CBEQX -1.38 0.47 -0.54 11.49 14.48 12.34
Wells Fargo Advantage C&B Lg Cap Val Adm CBLLX -1.38 0.55 -0.46 11.80 14.78 12.57
Wells Fargo Advantage C&B Lg Cap Val I CBLSX -1.30 0.62 -0.39 12.11 15.10 12.88
Calamos Dividend Growth C CCDVX -2.27 0.39 -0.58 2.91 --- ---
Columbia Dividend Income R5 CDDRX -2.29 -0.66 -2.29 11.26 --- ---
Columbia Dividend Income Y CDDYX -2.22 -0.59 -2.22 11.36 --- ---
Active Portfolios® Multi-Manager Value A CDEIX -2.63 -0.79 -2.31 7.71 --- ---
Columbia Diversified Equity Income W CDEWX -2.16 -1.04 -2.23 9.23 13.96 11.72
Columbia Diversified Equity Income Y CDEYX -2.18 -1.00 -2.18 9.63 --- ---
Columbia Dividend Income R CDIRX -2.31 -0.77 -2.36 10.59 13.34 12.64
Columbia Dividend Opportunity R4 CDORX -2.85 -0.83 -2.56 8.28 --- ---
Columbia Dividend Opportunity W CDOWX -2.95 -0.91 -2.65 7.89 12.34 13.26
Columbia Dividend Opportunity Y CDOYX -2.82 -0.80 -2.52 8.33 --- ---
Columbia Dividend Opportunity Z CDOZX -2.89 -0.84 -2.59 8.15 12.66 ---
Columbia Dividend Income I CDVIX -2.30 -0.65 -2.25 11.33 14.09 ---
Columbia Dividend Income W CDVWX -2.26 -0.71 -2.31 10.88 13.60 ---
Columbia Diversified Equity Income Z CDVZX -2.17 -0.98 -2.24 9.46 14.24 ---
Crawford Dividend Yield CDYLX -1.49 1.17 -0.16 --- --- ---
Calvert Equity Income A CEIAX -2.38 -1.18 -2.58 6.03 13.09 ---
Calvert Equity Income A Load Waived CEIAX.LW -2.38 -1.18 -2.58 6.03 13.09 ---
Calvert Equity Income C CEICX -2.46 -1.41 -2.79 4.91 11.84 ---
Calvert Equity Income Y CEIYX -2.39 -1.16 -2.53 6.27 13.34 ---
Columbia Global Equity Value I CEQIX -2.31 0.30 -1.06 7.48 12.84 11.15
Columbia Global Equity Value W CEVWX -2.35 0.18 -1.22 6.91 12.56 10.63
Columbia Global Equity Value Y CEVYX -2.31 0.29 -1.15 7.41 --- ---
Columbia Global Equity Value Z CEVZX -2.31 0.31 -1.09 7.29 12.64 ---
Commerce Value CFVLX -1.91 -0.75 -2.12 8.89 15.10 14.32
Oppenheimer Value B CGRBX -1.20 -0.71 -1.91 8.73 12.99 10.41
Oppenheimer Value C CGRCX -1.22 -0.71 -1.94 8.71 13.05 10.49
Oppenheimer Value R CGRNX -1.19 -0.59 -1.80 9.29 13.60 11.02
Oppenheimer Value A CGRWX -1.14 -0.53 -1.72 9.55 13.90 11.32
Oppenheimer Value A Load Waived CGRWX.LW -1.14 -0.53 -1.72 9.55 13.90 11.32
Oppenheimer Value Y CGRYX -1.13 -0.47 -1.67 9.81 14.26 11.74
Cullen High Dividend Equity Retail CHDEX -2.93 -2.43 -4.06 8.12 12.30 11.84
Cullen High Dividend Equity R2 CHDPX -2.93 -2.48 -4.13 7.83 11.90 11.60
Cullen High Dividend Equity R1 CHDRX -2.96 -2.53 -4.21 7.60 11.71 11.20
Cullen High Dividend Equity I CHDVX -2.93 -2.39 -4.06 8.33 12.55 12.11
Cullen High Dividend Equity C CHVCX -3.00 -2.64 -4.29 7.28 11.44 11.02
Calamos Dividend Growth I CIDVX -2.16 0.58 -0.29 3.87 --- ---
Champlain All Cap Advisor CIPYX -2.96 -1.64 -2.96 4.44 --- ---
Clifford Capital Partners Investor CLFFX -2.99 -1.52 -2.59 11.77 --- ---
Clifford Capital Partners Institutional CLIFX -2.91 -1.35 -2.51 12.05 --- ---
Columbia Large Value Quantitative I CLQIX -2.24 -0.93 -2.34 13.10 16.98 15.16
Calvert Large Cap Value A CLVAX -1.98 -1.34 -2.62 5.95 13.72 11.13
Calvert Large Cap Value A Load Waived CLVAX.LW -1.98 -1.34 -2.62 5.95 13.72 11.13
Calvert Large Cap Value C CLVCX -2.07 -1.59 -2.88 4.81 12.46 9.90
Columbia Select Large-Cap Value I CLVIX -2.96 -1.23 -2.23 8.03 15.57 14.17
Calvert Large Cap Value Y CLVYX -1.97 -1.28 -2.56 6.21 14.01 11.41
CornerCap Large/Mid-Cap Value CMCRX -2.43 -2.08 -3.33 8.40 13.95 10.70
American Funds American Mutual 529A CMLAX -1.68 -0.30 -1.84 11.40 14.34 12.92
American Funds American Mutual 529A LW CMLAX.LW -1.68 -0.30 -1.84 11.40 14.34 12.92
American Funds American Mutual 529B CMLBX -1.74 -0.47 -2.03 10.55 13.45 12.03
American Funds American Mutual 529C CMLCX -1.75 -0.49 -2.03 10.55 13.45 12.04
American Funds American Mutual 529E CMLEX -1.69 -0.36 -1.88 11.14 14.06 12.62
American Funds American Mutual 529F CMLFX -1.68 -0.25 -1.78 11.63 14.58 13.16
Copley COPLX -1.31 -3.46 -5.04 6.92 10.55 10.77
Calamos Dividend Growth R CRDVX -2.26 0.39 -0.48 3.32 --- ---
Carne Hedged Equity Investor CRNEX -0.72 3.01 1.31 -4.33 7.25 9.86
Columbia Select Large-Cap Value R4 CSERX -3.01 -1.30 -2.29 7.87 --- ---
Columbia Select Large-Cap Value Y CSRYX -2.97 -1.26 -2.20 --- --- ---
Columbia Select Large-Cap Value W CSVWX -2.98 -1.32 -2.31 7.65 15.09 ---
Columbia Select Large-Cap Value Z CSVZX -3.00 -1.27 -2.27 7.87 15.40 ---
Pioneer Disciplined Value C CVCFX -1.37 -1.26 -2.49 7.57 11.51 10.25
Pioneer Disciplined Value A CVFCX -1.35 -1.13 -2.35 8.30 12.39 11.19
Pioneer Disciplined Value A Load Waived CVFCX.LW -1.35 -1.13 -2.35 8.30 12.39 11.19
Pioneer Disciplined Value Y CVFYX -1.35 -1.02 -2.23 8.68 12.81 11.56
Pioneer Disciplined Value Z CVFZX -1.36 -1.08 -2.31 8.54 12.56 11.29
Columbia Dividend Income R4 CVIRX -2.32 -0.69 -2.32 11.10 --- ---
Cullen Value Retail CVLEX -1.21 1.02 -0.17 7.79 --- ---
Cullen Value C CVLFX -1.29 0.88 -0.34 6.85 --- ---
Cullen Value I CVLVX -1.22 1.10 -0.17 7.97 --- ---
Columbia Large Value Quantitative B CVQBX -2.38 -1.15 -2.58 11.81 15.57 13.82
Columbia Large Value Quantitative T CVQTX -2.27 -1.04 -2.47 12.62 16.39 ---
Columbia Large Value Quantitative Z CVQZX -2.34 -1.03 -2.44 12.81 16.76 ---
Pioneer Disciplined Value R CVRFX -1.38 -1.16 -2.40 8.02 12.24 11.10
American Funds Washington Mutual 529A CWMAX -1.97 -0.07 -1.42 10.39 15.07 13.99
American Funds Washington Mutual 529A LW CWMAX.LW -1.97 -0.07 -1.42 10.39 15.07 13.99
American Funds Washington Mutual 529B CWMBX -2.02 -0.26 -1.59 9.55 14.17 13.10
American Funds Washington Mutual 529C CWMCX -2.02 -0.26 -1.59 9.57 14.18 13.11
American Funds Washington Mutual 529E CWMEX -1.98 -0.13 -1.46 10.15 14.79 13.70
American Funds Washington Mutual 529F CWMFX -1.94 -0.01 -1.34 10.66 15.32 14.25
Dunham Alternative Income A DAALX -2.82 -0.81 -1.85 4.33 --- ---
Dunham Alternative Income A Load Waived DAALX.LW -2.82 -0.81 -1.85 4.33 --- ---
Dreyfus Strategic Value A DAGVX -1.64 1.11 -0.20 10.79 17.23 13.11
Dreyfus Strategic Value A Load Waived DAGVX.LW -1.64 1.11 -0.20 10.79 17.23 13.11
Dunham Large Cap Value A DALVX -2.06 -0.98 -2.49 7.09 12.51 11.26
Dunham Large Cap Value A Load Waived DALVX.LW -2.06 -0.98 -2.49 7.09 12.51 11.26
Dunham Alternative Income C DCALX -2.92 -0.99 -2.07 3.59 --- ---
Dreyfus Strategic Value C DCGVX -1.70 0.93 -0.37 9.97 16.36 12.26
Dunham Large Cap Value C DCLVX -2.05 -1.13 -2.66 6.36 11.71 10.45
Invesco Diversified Dividend R5 DDFIX -0.05 1.70 0.27 11.63 16.43 13.51
Invesco Diversified Dividend R DDFRX -0.14 1.55 0.13 11.05 15.79 12.89
Delaware Value® A DDVAX -0.79 1.22 -0.20 13.39 17.14 16.32
Delaware Value® A Load Waived DDVAX.LW -0.79 1.22 -0.20 13.39 17.14 16.32
Delaware Value® C DDVCX -0.82 1.09 -0.34 12.56 16.29 15.47
Delaware Value® Inst DDVIX -0.79 1.28 -0.09 13.66 17.44 16.61
Delaware Value® R DDVRX -0.86 1.16 -0.27 13.03 16.83 16.01
MassMutual Premier Disciplined Value Svc DENVX -1.98 -1.55 -2.82 8.50 15.63 12.99
LWAS/DFA US High Book To Market DFBMX -2.62 -0.94 -1.96 8.91 17.92 14.69
DFA US Large Cap Value II DFCVX -2.62 -0.94 -1.97 9.10 18.14 14.88
DFA US Large Cap Value I DFLVX -2.61 -0.92 -1.99 8.97 18.01 14.77
DFA Tax-Managed US Marketwide Value II DFMVX -1.67 0.15 -0.81 10.87 18.56 15.49
DFA US Large Cap Value III DFUVX -2.61 -0.90 -1.98 9.09 18.16 14.93
DGHM All-Cap Value C DGACX -1.02 0.52 -0.76 6.75 13.28 10.88
DGHM All-Cap Value Institutional DGAIX -1.05 0.66 -0.57 7.74 14.43 ---
DGHM All-Cap Value Investor DGHMX -1.05 0.57 -0.65 7.39 14.07 11.69
Destra Dividend Total Return A DHDAX -2.12 -0.18 -1.44 8.12 11.36 ---
Destra Dividend Total Return A LW DHDAX.LW -2.12 -0.18 -1.44 8.12 11.36 ---
Destra Dividend Total Return C DHDCX -2.17 -0.35 -1.60 7.37 10.54 ---
Destra Dividend Total Return I DHDIX -2.08 -0.09 -1.32 8.56 11.79 ---
Diamond Hill Large Cap A DHLAX -2.00 -0.57 -1.82 9.74 15.40 12.66
Diamond Hill Large Cap A Load Waived DHLAX.LW -2.00 -0.57 -1.82 9.74 15.40 12.66
Diamond Hill Large Cap C DHLCX -2.09 -0.78 -2.01 8.91 14.51 11.83
Diamond Hill Large Cap I DHLRX -1.99 -0.53 -1.73 10.01 15.68 12.97
Diamond Hill Select I DHLTX -1.23 5.02 4.35 15.84 19.32 14.74
Diamond Hill Large Cap Y DHLYX -1.98 -0.53 -1.71 10.16 15.85 ---
Day Hagan Tactical Dividend A DHQAX -1.84 0.38 -0.37 --- --- ---
Day Hagan Tactical Dividend A LW DHQAX.LW -1.84 0.38 -0.37 --- --- ---
Day Hagan Tactical Dividend C DHQCX -1.94 0.19 -0.56 --- --- ---
Day Hagan Tactical Dividend I DHQIX -1.84 0.47 -0.28 --- --- ---
Diamond Hill Select A DHTAX -1.31 4.94 4.25 15.64 19.02 14.45
Diamond Hill Select A Load Waived DHTAX.LW -1.31 4.94 4.25 15.64 19.02 14.45
Diamond Hill Select C DHTCX -1.28 4.78 4.12 14.83 18.17 13.61
Diamond Hill Select Y DHTYX -1.23 5.02 4.37 16.09 19.49 ---
AR Capital Dividend and Value A DIVAX -1.98 2.29 1.59 --- --- ---
AR Capital Dividend and Value A LW DIVAX.LW -1.98 2.29 1.59 --- --- ---
AR Capital Dividend and Value C DIVCX -1.99 2.07 1.37 --- --- ---
Transamerica Partners Instl Lg Val DIVIX -1.14 1.57 0.60 10.67 16.74 14.94
AR Capital Dividend and Value Advisor DIVVX -1.98 2.18 1.48 --- --- ---
MassMutual Premier Value Adm DLBVX -1.16 -0.37 -1.61 9.76 14.12 11.54
Dunham Alternative Income N DNALX -2.81 -0.72 -1.80 4.66 --- ---
Dunham Large Cap Value N DNLVX -2.00 -0.92 -2.41 7.42 12.80 11.57
Dodge & Cox Stock DODGX -2.12 -1.64 -2.91 7.61 17.82 13.84
Delaware Pooled Large-Cap Value Equity DPDEX -0.87 1.18 -0.22 14.11 17.75 17.05
Dreyfus Equity Income A DQIAX -2.43 -0.92 -2.67 9.95 13.25 13.51
Dreyfus Equity Income A Load Waived DQIAX.LW -2.43 -0.92 -2.67 9.95 13.25 13.51
Dreyfus Equity Income C DQICX -2.46 -1.13 -2.89 9.15 12.41 12.66
Dreyfus Equity Income I DQIRX -2.40 -0.88 -2.67 10.20 13.56 13.80
Dreyfus Equity Income Y DQIYX -2.41 -0.88 -2.62 10.09 --- ---
Dreyfus Strategic Value I DRGVX -1.64 1.16 -0.15 11.06 17.53 13.39
Dreyfus Strategic Value Y DRGYX -1.64 1.16 -0.12 11.06 --- ---
DoubleLine Shiller Enhanced CAPE® I DSEEX -1.78 2.55 0.90 18.20 --- ---
DoubleLine Shiller Enhanced CAPE® N DSENX -1.78 2.43 0.84 17.83 --- ---
Wilshire Large Company Value Invmt DTLVX -1.78 -1.27 -2.30 8.35 14.93 12.26
DFA Tax-Managed US Marketwide Value DTMMX -1.70 0.13 -0.83 10.72 18.39 15.31
Transamerica Partners Large Value DVEIX -1.12 1.56 0.57 10.42 16.46 14.65
Davenport Value & Income DVIPX -1.23 1.37 0.16 12.87 16.09 ---
Eaton Vance Focused Value Opps A EAFVX -1.45 1.06 -0.28 9.98 15.72 ---
Eaton Vance Focused Value Opps A LW EAFVX.LW -1.45 1.06 -0.28 9.98 15.72 ---
Parametric Dividend Income Investor EAPDX -1.69 0.90 -0.41 11.96 --- ---
Eaton Vance Tx-Mgd Value A EATVX -1.53 -0.09 -1.49 9.49 14.94 11.08
Eaton Vance Tx-Mgd Value A Load Waived EATVX.LW -1.53 -0.09 -1.49 9.49 14.94 11.08
MFS® Value 529A EAVLX -1.79 0.16 -1.12 10.75 15.55 13.12
MFS® Value 529A Load Waived EAVLX.LW -1.79 0.16 -1.12 10.75 15.55 13.12
MFS® Value 529B EBVLX -1.77 0.15 -1.12 10.16 14.74 12.32
Eaton Vance Focused Value Opps C ECFVX -1.54 0.86 -0.49 9.16 14.83 ---
Eaton Vance Large-Cap Value C ECSTX -1.44 0.66 -0.71 9.46 14.02 10.06
Eaton Vance Tx-Mgd Value C ECTVX -1.58 -0.27 -1.67 8.65 14.09 10.25
MFS® Value 529C ECVLX -1.84 -0.04 -1.30 9.87 14.65 12.25
Eaton Vance Large-Cap Value A EHSTX -1.35 0.86 -0.52 10.30 14.89 10.90
Eaton Vance Large-Cap Value A LW EHSTX.LW -1.35 0.86 -0.52 10.30 14.89 10.90
Eaton Vance Hexavest US Equity A EHUAX -2.58 -1.43 -2.81 8.87 --- ---
Eaton Vance Hexavest US Equity A LW EHUAX.LW -2.58 -1.43 -2.81 8.87 --- ---
Eaton Vance Hexavest US Equity I EHUIX -2.58 -1.34 -2.73 9.17 --- ---
EIC Value C EICCX -2.31 -1.82 -3.15 7.65 10.07 ---
EIC Value Institutional EICIX -2.28 -1.65 -2.98 8.62 11.14 ---
EIC Value A EICVX -2.22 -1.59 -2.98 8.39 10.90 ---
EIC Value A Load Waived EICVX.LW -2.22 -1.59 -2.98 8.39 10.90 ---
Eaton Vance Focused Value Opps I EIFVX -1.45 1.14 -0.21 10.31 15.99 ---
Eaton Vance Large-Cap Value I EILVX -1.35 0.91 -0.47 10.54 15.16 11.16
Parametric Dividend Income Institutional EIPDX -1.64 0.95 -0.36 12.22 --- ---
Eaton Vance Tx-Mgd Value I EITVX -1.49 -0.09 -1.49 9.71 15.23 11.36
MFS® Equity Income A EQNAX -2.29 0.72 -0.62 7.80 --- ---
MFS® Equity Income A Load Waived EQNAX.LW -2.29 0.72 -0.62 7.80 --- ---
MFS® Equity Income B EQNBX -2.38 0.49 -0.86 6.93 --- ---
MFS® Equity Income C EQNCX -2.30 0.56 -0.78 6.99 --- ---
MFS® Equity Income I EQNIX -2.31 0.77 -0.57 7.97 --- ---
MFS® Equity Income R1 EQNRX -2.38 0.55 -0.87 6.98 --- ---
MFS® Equity Income R2 EQNSX -2.34 0.58 -0.76 7.51 --- ---
MFS® Equity Income R3 EQNTX -2.29 0.71 -0.63 7.77 --- ---
MFS® Equity Income R4 EQNUX -2.23 0.77 -0.57 8.04 --- ---
MFS® Equity Income R5 EQNVX -2.27 0.79 -0.55 8.45 --- ---
Fidelity Advisor® Equity Income I EQPIX -2.04 -0.47 -1.57 7.09 13.58 11.86
Shelton Core Value Direct EQTIX -1.92 -0.37 -1.71 12.77 14.87 13.67
Shelton Core Value K EQTKX -1.93 -0.45 -1.82 12.22 14.31 13.12
Eaton Vance Large-Cap Value R6 ERLVX -1.33 0.93 -0.45 --- --- ---
Eaton Vance Large-Cap Value R ERSTX -1.35 0.81 -0.57 10.06 14.62 10.62
Wells Fargo Advantage Discp US Core A EVSAX -1.89 0.94 -0.46 15.56 16.28 14.49
Wells Fargo Advantage Discp US Core A LW EVSAX.LW -1.89 0.94 -0.46 15.56 16.28 14.49
Wells Fargo Advantage Discp US Core I EVSIX -1.81 1.00 -0.33 16.09 16.77 ---
Wells Fargo Advantage Discp US Core C EVSTX -1.94 0.71 -0.63 14.65 15.41 13.62
Wells Fargo Advantage Discp US Core Adm EVSYX -1.92 0.92 -0.45 15.69 16.46 14.68
Frost Value Equity A FADVX -1.09 1.67 0.59 12.33 13.65 10.85
Frost Value Equity A Load Waived FADVX.LW -1.09 1.67 0.59 12.33 13.65 10.85
Fairholme FAIRX -1.41 -2.59 -3.04 -7.28 10.09 5.53
Fidelity Advisor® Equity Value I FAIVX -1.51 0.56 -0.27 12.97 17.34 14.00
Frost Kempner Multi-Cap Deep Val Eq A FAKDX -2.39 -1.47 -2.38 2.68 10.08 8.64
Frost Kempner Multi-Cap Deep Val Eq A LW FAKDX.LW -2.39 -1.47 -2.38 2.68 10.08 8.64
Nuveen Dividend Value I FAQIX -1.91 -1.14 -2.39 7.45 13.26 12.91
Fidelity Advisor® Equity Value A FAVAX -1.53 0.50 -0.33 12.62 16.97 13.68
Fidelity Advisor® Equity Value A LW FAVAX.LW -1.53 0.50 -0.33 12.62 16.97 13.68
Fidelity Advisor® Equity Value B FAVBX -1.60 0.31 -0.52 11.74 16.10 12.80
Fidelity Advisor® Equity Value C FAVCX -1.63 0.32 -0.47 11.81 16.12 12.81
Fidelity Advisor® Equity Value T FAVTX -1.54 0.44 -0.33 12.31 16.67 13.39
Fidelity® Blue Chip Value FBCVX -0.96 1.78 0.79 15.05 16.37 11.30
Fidelity® Series Stk Selec Lg Cp Val FBLEX -1.37 0.21 -1.00 13.44 --- ---
FBP Equity & Dividend Plus FBPEX -2.84 -2.50 -3.59 5.14 11.80 7.23
Federated Equity Income R FDERX -1.57 -0.44 -1.80 7.23 --- ---
SunAmerica Focused Dividend Strategy A FDSAX -1.27 2.19 0.72 14.26 17.51 16.10
SunAmerica Focused Dividend Strateg A LW FDSAX.LW -1.27 2.19 0.72 14.26 17.51 16.10
SunAmerica Focused Dividend Strategy B FDSBX -1.33 2.03 0.55 13.52 16.76 15.33
SunAmerica Focused Dividend Strategy C FDSTX -1.33 2.03 0.56 13.53 16.75 15.35
SunAmerica Focused Dividend Strategy W FDSWX -1.27 2.25 0.78 14.46 --- ---
Forward Dynamic Income A FDYAX -1.45 -1.19 -1.82 11.55 --- ---
Forward Dynamic Income A Load Waived FDYAX.LW -1.45 -1.19 -1.82 11.55 --- ---
Forward Dynamic Income Investor FDYRX -1.48 -1.15 --- --- --- ---
Forward Dynamic Income Institutional FDYTX -1.45 -1.08 -1.71 12.07 --- ---
Fidelity Advisor® Equity Income A FEIAX -2.05 -0.55 -1.62 6.84 13.29 11.56
Fidelity Advisor® Equity Income A LW FEIAX.LW -2.05 -0.55 -1.62 6.84 13.29 11.56
Fidelity Advisor® Equity Income B FEIBX -2.10 -0.72 -1.85 5.93 12.35 10.67
Fidelity Advisor® Equity Income C FEICX -2.10 -0.72 -1.82 6.00 12.42 10.72
Franklin Equity Income Adv FEIFX -2.07 -0.12 -1.36 8.46 13.24 12.60
Fidelity® Equity-Income K FEIKX -1.90 -0.40 -1.48 7.35 13.75 11.07
Fidelity Advisor® Equity Income T FEIRX -2.05 -0.60 -1.68 6.57 13.04 11.33
Nuveen Dividend Value R3 FEISX -1.99 -1.28 -2.55 6.84 12.68 12.34
Fidelity® Equity-Income FEQIX -1.92 -0.42 -1.51 7.22 13.61 10.92
Fidelity® Equity Dividend Income FEQTX -1.85 -0.54 -1.79 11.18 14.45 11.43
Fidelity® Equity Dividend Income K FETKX -1.85 -0.54 -1.75 11.29 14.59 11.57
Nuveen Dividend Value C FFECX -2.01 -1.41 -2.65 6.31 12.12 11.77
Nuveen Dividend Value R6 FFEFX -1.90 -1.14 -2.38 7.50 --- ---
Nuveen Dividend Value A FFEIX -1.92 -1.15 -2.42 7.16 12.98 12.62
Nuveen Dividend Value A Load Waived FFEIX.LW -1.92 -1.15 -2.42 7.16 12.98 12.62
Strategic Advisers® Value Multi-Mgr F FGWBX -2.04 -0.48 -1.77 10.11 --- ---
Frost Value Equity Inst FIDVX -1.09 1.71 0.65 12.70 13.96 11.15
Frost Kempner Multi-Cap Deep Val Eq Inst FIKDX -2.39 -1.43 -2.32 2.92 10.37 8.91
Fidelity® Series 1000 Value Index FIOOX -1.98 -1.29 -2.58 10.15 --- ---
Franklin Equity Income A FISEX -2.14 -0.23 -1.43 8.20 12.93 12.31
Franklin Equity Income A Load Waived FISEX.LW -2.14 -0.23 -1.43 8.20 12.93 12.31
First Investors Equity Income B FIUBX -1.82 0.54 -0.78 8.15 11.87 10.41
First Investors Equity Income A FIUTX -1.70 0.82 -0.56 9.16 12.79 11.28
First Investors Equity Income A LW FIUTX.LW -1.70 0.82 -0.56 9.16 12.79 11.28
First Investors Equity Income Advisor FIUUX -1.75 0.87 -0.51 9.48 --- ---
First Investors Equity Income Instl FIUVX -1.73 0.88 -0.49 9.49 --- ---
Strategic Advisers® Value Multi-Mgr FKMOX -2.05 -0.49 -1.78 9.98 15.18 ---
Franklin Large Cap Value R FLCRX -2.48 -1.12 -2.17 6.95 13.49 10.40
Franklin Large Cap Value C FLCVX -2.54 -1.23 -2.33 6.36 12.94 9.86
Fidelity Advisor® Ser Equity-Income FLMLX -2.09 -1.11 -2.17 8.43 --- ---
Fidelity Advisor® Stock Selec Lg Cp ValA FLUAX -1.67 0.00 -1.05 11.13 15.98 12.23
Fidelity Advisor® Stock Selec Lg Cp V LW FLUAX.LW -1.67 0.00 -1.05 11.13 15.98 12.23
Fidelity Advisor® Stock Selec Lg Cp ValB FLUBX -1.74 -0.23 -1.28 10.25 15.05 11.36
Fidelity Advisor® Stock Selec Lg Cp ValC FLUEX -1.70 -0.18 -1.24 10.32 15.08 11.38
Fidelity Advisor® Stock Selec Lg Cp ValI FLUIX -1.60 0.08 -0.97 11.47 16.32 12.54
Fidelity Advisor® Stock Selec Lg Cp ValT FLUTX -1.68 -0.06 -1.16 10.77 15.65 11.92
Franklin Large Cap Value A FLVAX -2.46 -1.06 -2.16 7.15 13.73 10.63
Franklin Large Cap Value A Load Waived FLVAX.LW -2.46 -1.06 -2.16 7.15 13.73 10.63
Fidelity® Large Cap Value Enhanced Index FLVEX -1.93 -0.80 -2.02 11.61 17.06 14.31
Wasatch Large Cap Value Investor FMIEX -2.23 -0.82 -2.13 5.24 9.92 8.55
Fidelity Advisor® Ser Stk Sel Lg Cp Val FMMLX -1.37 0.19 -1.00 13.53 --- ---
Franklin Mutual Shares R6 FMSHX -1.41 2.24 1.11 9.36 --- ---
Federated MDT Stock Instl FMSTX -1.94 -0.43 -1.46 9.87 18.47 15.66
Fidelity® Series Equity-Income FNKLX -2.02 -1.03 -2.10 8.43 --- ---
Strategic Advisers® Value Multi-Mgr L FQALX -2.05 -0.49 -1.78 9.98 --- ---
Strategic Advisers® Value Multi-Mgr N FQAMX -2.05 -0.55 -1.85 9.72 --- ---
Franklin Equity Income R FREIX -2.12 -0.29 -1.53 7.88 12.65 12.01
Franklin Equity Income C FRETX -2.17 -0.38 -1.62 7.38 12.10 11.47
Fidelity® Series Stk Selec Lg Cp Val F FRGEX -1.43 0.14 -0.98 13.63 --- ---
Franklin Large Cap Value R6 FRLGX -2.48 -1.02 -2.06 7.63 --- ---
Fidelity® Series Equity-Income F FRLLX -2.02 -1.03 -2.18 8.54 --- ---
Fidelity® Series 1000 Value Index F FSIOX -1.88 -1.28 -2.48 10.30 --- ---
Invesco Dividend Income R5 FSIUX -0.14 1.24 -0.43 14.13 14.65 13.89
Fidelity® Stock Selec Lg Cp Val FSLVX -1.59 0.08 -0.96 11.50 16.33 12.58
Federated MDT Stock Svc FSTKX -1.96 -0.48 -1.52 9.60 18.21 15.40
Federated MDT Stock A FSTRX -2.32 -0.54 -1.57 --- --- ---
Federated MDT Stock A Load Waived FSTRX.LW -2.32 -0.54 -1.57 --- --- ---
Invesco Dividend Income Investor FSTUX -0.16 1.16 -0.49 13.82 14.29 13.46
Fidelity® Value Discovery FVDFX -1.51 0.61 -0.20 13.20 17.49 14.19
Fidelity® Value Discovery K FVDKX -1.51 0.65 -0.20 13.32 17.68 14.39
Fidelity Advisor® Value Leaders A FVLAX -0.89 1.77 0.79 14.73 15.81 10.93
Fidelity Advisor® Value Leaders A LW FVLAX.LW -0.89 1.77 0.79 14.73 15.81 10.93
Fidelity Advisor® Value Leaders B FVLBX -0.96 1.55 0.55 13.87 14.95 10.11
Fidelity Advisor® Value Leaders C FVLCX -1.04 1.56 0.56 13.83 14.91 10.10
Fidelity Advisor® Value Leaders I FVLIX -0.95 1.82 0.84 14.96 16.14 11.26
Fidelity Advisor® Value Leaders T FVLTX -0.95 1.71 0.73 14.42 15.52 10.67
Strategic Advisers® Value FVSAX -1.79 -0.16 -1.43 10.67 15.80 12.97
Fidelity Advisor® Equity Income Z FZAGX -2.01 -0.44 -1.54 7.25 --- ---
Goldman Sachs Lg Cap Val Insights Svc GCLSX -1.94 -0.86 -2.16 10.42 15.79 13.83
Goldman Sachs Lg Cap Val Insights A GCVAX -1.94 -0.87 -2.17 10.50 15.91 13.94
Goldman Sachs Lg Cap Val Insights A LW GCVAX.LW -1.94 -0.87 -2.17 10.50 15.91 13.94
Goldman Sachs Lg Cap Val Insights C GCVCX -1.96 -1.05 -2.30 9.66 15.04 13.10
Goldman Sachs Lg Cap Val Insights Instl GCVIX -1.89 -0.81 -2.05 10.93 16.38 14.38
Goldman Sachs Lg Cap Val Insights R GCVRX -1.95 -0.93 -2.23 10.15 15.59 13.65
Goldman Sachs Lg Cap Val Insights IR GCVTX -1.89 -0.81 -2.06 10.75 16.17 14.23
RNC Genter Dividend Income GDIIX -3.17 -1.89 -3.10 3.11 10.10 11.08
Columbia Dividend Income T GEQAX -2.31 -0.76 -2.36 10.82 13.55 12.86
Invesco Growth and Income R6 GIFFX -1.61 -0.83 -2.16 8.71 --- ---
Guggenheim Large Cap Value Institutional GILCX -1.66 -0.65 -1.79 6.72 --- ---
GuideMark Large Cap Value Instl GILVX -1.27 0.90 -0.26 9.62 15.91 ---
Great Lakes Large Cap Value Instl GLLIX -1.47 -0.77 -2.28 10.50 --- ---
Great Lakes Large Cap Value Investor GLLVX -1.53 -0.91 -2.42 10.21 --- ---
GuideMark Large Cap Value Service GMLVX -1.34 0.81 -0.37 8.96 15.29 12.45
GoodHaven GOODX -2.29 -4.84 -5.16 -13.92 2.81 ---
Goldman Sachs Growth and Income R GRGRX -1.52 -0.09 -1.22 10.10 15.34 11.16
Goldman Sachs Growth and Income IR GRGTX -1.52 0.00 -1.10 10.64 15.91 11.71
Columbia Dividend Income Z GSFTX -2.30 -0.70 -2.30 11.07 13.89 13.19
Goldman Sachs Growth and Inc C GSGCX -1.59 -0.23 -1.34 9.54 14.76 10.60
Goldman Sachs Growth and Inc A GSGRX -1.51 -0.03 -1.16 10.34 15.63 11.43
Goldman Sachs Growth and Inc A LW GSGRX.LW -1.51 -0.03 -1.16 10.34 15.63 11.43
Goldman Sachs Growth and Inc Svc GSGSX -1.51 -0.06 -1.19 10.25 15.52 11.33
Goldman Sachs Growth and Inc Instl GSIIX -1.52 0.03 -1.08 10.80 16.09 11.86
Goldman Sachs Large Cap Value A GSLAX -2.02 -0.96 -2.13 9.21 15.49 11.34
Goldman Sachs Large Cap Value A LW GSLAX.LW -2.02 -0.96 -2.13 9.21 15.49 11.34
Goldman Sachs Large Cap Value Instl GSLIX -2.01 -0.90 -2.06 9.69 15.96 11.78
Goldman Sachs Large Cap Value C GSVCX -2.09 -1.17 -2.32 8.38 14.62 10.51
Goldman Sachs Large Cap Value R GSVRX -2.06 -1.04 -2.23 8.95 15.20 11.06
Goldman Sachs Large Cap Value Svc GSVSX -2.03 -1.03 -2.20 9.08 15.37 11.23
Goldman Sachs Large Cap Value IR GSVTX -2.02 -0.96 -2.13 9.48 15.78 11.61
Glenmede Large Cap Value GTMEX -1.46 -0.33 -1.55 11.60 15.73 12.52
GuideStone Funds Value Equity Instl GVEYX -2.08 -0.67 -1.86 9.29 15.80 13.72
GuideStone Funds Value Equity Investor GVEZX -2.04 -0.70 -1.90 9.05 15.53 13.48
Granite Value GVFIX -2.78 0.22 -0.73 2.87 9.81 ---
Hartford Value HLS IB HBVLX -1.34 0.41 -0.82 11.41 14.90 12.59
Hillman Focused Advantage HCMAX -2.14 0.34 -0.72 12.12 12.62 11.03
Huntington Dividend Capture A HDCAX -1.57 -0.28 -1.07 6.64 10.57 10.65
Huntington Dividend Capture A LW HDCAX.LW -1.57 -0.28 -1.07 6.64 10.57 10.65
Huntington Dividend Capture C HDCEX -1.61 -0.38 -1.17 6.13 --- ---
Huntington Dividend Capture Instl HDCTX -1.65 -0.22 -1.11 6.89 10.80 10.92
Highland Dividend Equity A HDFAX -2.28 -0.09 -1.44 3.17 11.48 ---
Highland Dividend Equity A Load Waived HDFAX.LW -2.28 -0.09 -1.44 3.17 11.48 ---
Highland Dividend Equity C HDFCX -2.34 -0.19 -1.54 2.47 10.75 ---
Highland Dividend Equity Y HDFYX -2.27 0.04 -1.32 3.50 11.87 ---
Hartford Dividend and Growth HLS IB HDGBX -1.95 -0.68 -2.13 10.56 14.73 12.81
Hartford Dividend and Growth C HDGCX -1.97 -0.81 -2.27 9.49 13.55 11.64
Hartford Dividend and Growth I HDGIX -1.93 -0.60 -2.04 10.51 14.65 12.74
Hartford Dividend and Growth R3 HDGRX -1.94 -0.71 -2.14 9.96 14.06 12.15
Hartford Dividend and Growth R4 HDGSX -1.93 -0.66 -2.10 10.29 14.40 12.50
Hartford Dividend and Growth R5 HDGTX -1.88 -0.55 -1.98 10.64 14.75 12.84
Hartford Dividend and Growth R6 HDGVX -1.88 -0.58 -1.99 --- --- ---
Hartford Dividend and Growth Y HDGYX -1.88 -0.55 -1.99 10.71 14.86 12.93
Hennessy Total Return Investor HDOGX -2.48 -0.42 -1.71 4.90 8.69 10.21
Hodges Equity Income Retail HDPEX -0.99 2.80 1.60 11.41 10.71 11.66
Hennessy Cornerstone Value Investor HFCVX -3.05 -2.25 -3.82 5.61 12.20 11.44
Hancock Horizon Value A HHGAX -0.80 -0.68 -1.76 5.55 14.25 12.73
Hancock Horizon Value A Load Waived HHGAX.LW -0.80 -0.68 -1.76 5.55 14.25 12.73
Hancock Horizon Value C HHGCX -0.86 -0.86 -1.94 4.76 13.39 11.87
Hancock Horizon Value Instl HHGTX -0.75 -0.60 -1.68 5.84 14.54 13.00
Hartford Dividend and Growth HLS IA HIADX -1.94 -0.60 -2.05 10.88 15.03 13.10
Hartford Value HLS IA HIAVX -1.34 0.47 -0.76 11.60 15.17 12.86
Hennessy Cornerstone Value Inst HICVX -3.11 -2.25 -3.82 5.73 12.41 11.72
Eagle Growth & Income C HIGCX -2.79 -1.25 -2.63 6.78 12.92 10.91
Eagle Growth & Income I HIGJX -2.69 -0.99 -2.32 7.93 14.10 12.07
Eagle Growth & Income R3 HIGRX -2.75 -1.21 -2.54 7.10 13.35 11.35
Eagle Growth & Income R5 HIGSX -2.69 -1.04 -2.38 7.86 14.11 12.04
Eagle Growth & Income R6 HIGUX -2.69 -0.98 -2.32 8.02 14.17 ---
JPMorgan Equity Income Select HLIEX -1.76 -0.54 -1.92 11.93 15.48 15.52
JPMorgan Large Cap Value Select HLQVX -1.41 -0.41 -1.22 12.98 16.42 12.84
Hennessy Large Value Investor HLVFX -1.13 0.76 -0.47 12.20 14.82 12.15
Hennessy Large Value Institutional HLVIX -1.12 0.79 -0.44 12.47 15.19 12.55
Homestead Value HOVLX -1.59 1.08 0.03 14.19 16.96 14.04
Hartford Equity Income A HQIAX -1.42 -0.48 -1.88 8.03 13.58 13.38
Hartford Equity Income A Load Waived HQIAX.LW -1.42 -0.48 -1.88 8.03 13.58 13.38
Hartford Equity Income B HQIBX -1.47 -0.53 -1.92 7.86 13.12 12.71
Hartford Equity Income C HQICX -1.53 -0.69 -2.11 7.16 12.77 12.56
Hartford Equity Income I HQIIX -1.43 -0.43 -1.82 8.28 13.91 13.68
Hartford Equity Income R3 HQIRX -1.52 -0.58 -2.01 7.59 13.20 13.00
Hartford Equity Income R4 HQISX -1.47 -0.53 -1.94 7.93 13.53 13.34
Hartford Equity Income R5 HQITX -1.41 -0.42 -1.80 8.32 13.92 13.72
Hartford Equity Income R6 HQIVX -1.41 -0.42 -1.78 --- --- ---
Hartford Equity Income Y HQIYX -1.46 -0.42 -1.83 8.38 14.00 13.81
Eagle Growth & Income A HRCVX -2.74 -1.09 -2.42 7.62 13.77 11.71
Eagle Growth & Income A Load Waived HRCVX.LW -2.74 -1.09 -2.42 7.62 13.77 11.71
Hussman Strategic Dividend Value HSDVX -0.21 -1.87 -2.07 -0.98 1.87 ---
Huber Capital Diversified Lg Cp Val Inst HUDEX -2.03 -3.98 -5.31 -4.35 --- ---
Huber Capital Diversified Lg Cp Val Inv HUDIX -2.04 -4.16 -5.42 -4.85 --- ---
Huber Capital Equity Income Instl HULEX -2.05 -4.65 -5.83 -5.50 10.70 ---
Huber Capital Equity Income Investor HULIX -2.05 -4.73 -5.98 -5.97 10.21 11.33
Hartford Value Opportunities A HVOAX -1.44 1.06 -0.10 5.79 14.05 12.29
Hartford Value Opportunities A LW HVOAX.LW -1.44 1.06 -0.10 5.79 14.05 12.29
Hartford Value Opportunities B HVOBX -1.57 0.83 -0.35 4.96 13.18 11.44
Hartford Value Opportunities C HVOCX -1.46 0.90 -0.24 4.98 13.23 11.46
Hartford Value Opportunities I HVOIX -1.41 1.12 -0.02 6.14 14.39 12.63
Hartford Value Opportunities R3 HVORX -1.48 0.94 -0.21 5.41 13.77 12.04
Hartford Value Opportunities R4 HVOSX -1.46 1.04 -0.07 5.80 14.15 12.38
Hartford Value Opportunities R5 HVOTX -1.46 1.13 -0.04 6.12 14.45 12.70
Hartford Value Opportunities Y HVOYX -1.40 1.18 0.01 6.20 14.46 12.74
Hotchkis & Wiley Diversified Value A HWCAX -1.88 -0.13 -1.26 8.97 16.36 13.32
Hotchkis & Wiley Diversified Value A LW HWCAX.LW -1.88 -0.13 -1.26 8.97 16.36 13.32
Hotchkis & Wiley Diversified Value C HWCCX -1.96 -0.38 -1.52 8.08 15.47 12.47
Hotchkis & Wiley Diversified Value I HWCIX -1.88 -0.13 -1.20 9.22 16.66 13.61
Hotchkis & Wiley Large Cap Value A HWLAX -1.84 -0.60 -1.73 9.06 17.47 13.98
Hotchkis & Wiley Large Cap Value A LW HWLAX.LW -1.84 -0.60 -1.73 9.06 17.47 13.98
Hotchkis & Wiley Large Cap Value C HWLCX -1.93 -0.80 -1.96 8.22 16.56 13.11
Hotchkis & Wiley Large Cap Value I HWLIX -1.83 -0.59 -1.72 9.33 17.74 14.25
Hotchkis & Wiley Large Cap Value R HWLRX -1.87 -0.70 -1.83 8.77 17.17 13.69
Invesco Dividend Income A IAUTX -0.16 1.17 -0.50 13.81 14.27 13.45
Invesco Dividend Income A Load Waived IAUTX.LW -0.16 1.17 -0.50 13.81 14.27 13.45
Invesco Dividend Income Y IAUYX -0.14 1.22 -0.43 14.10 14.57 13.74
Voya Large Cap Value B IBEDX -1.83 -0.24 -1.53 8.04 12.97 12.51
Invesco Dividend Income B IBUTX -0.23 0.98 -0.68 12.93 13.43 12.60
MainStay ICAP Equity I ICAEX -2.95 0.14 -1.02 9.97 13.64 12.66
MainStay ICAP Equity Inv ICANX -2.96 0.06 -1.12 9.49 13.10 12.08
MainStay ICAP Equity A ICAUX -2.95 0.10 -1.08 9.69 13.35 12.37
MainStay ICAP Equity A Load Waived ICAUX.LW -2.95 0.10 -1.08 9.69 13.35 12.37
MainStay ICAP Equity C ICAVX -3.02 -0.12 -1.31 8.68 12.27 11.25
MainStay ICAP Equity R1 ICAWX -2.95 0.12 -1.06 9.86 13.53 12.56
MainStay ICAP Equity R2 ICAYX -2.95 0.08 -1.10 9.58 13.24 12.25
MainStay ICAP Equity R3 ICAZX -2.98 0.02 -1.16 9.32 12.95 11.98
MainStay ICAP Select Equity R6 ICSDX -3.02 0.00 -1.20 9.25 --- ---
Invesco Comstock R6 ICSFX -1.64 -0.56 -1.68 8.32 --- ---
MainStay ICAP Select Equity I ICSLX -3.02 -0.02 -1.23 9.16 13.07 12.12
MainStay ICAP Select Equity Inv ICSOX -3.05 -0.11 -1.34 8.70 12.54 11.56
MainStay ICAP Select Equity B ICSQX -3.10 -0.29 -1.52 7.88 11.71 10.72
MainStay ICAP Select Equity A ICSRX -3.05 -0.09 -1.29 8.85 12.76 11.81
MainStay ICAP Select Equity A LW ICSRX.LW -3.05 -0.09 -1.29 8.85 12.76 11.81
MainStay ICAP Select Equity C ICSVX -3.10 -0.29 -1.52 7.88 11.70 10.72
MainStay ICAP Select Equity R1 ICSWX -3.04 -0.04 -1.27 9.06 12.96 11.98
MainStay ICAP Select Equity R2 ICSYX -3.05 -0.09 -1.31 8.79 12.69 11.70
MainStay ICAP Select Equity R3 ICSZX -3.07 -0.17 -1.40 8.41 12.31 11.36
Columbia Diversified Equity Income B IDEBX -2.19 -1.21 -2.46 8.43 13.11 10.86
Integrity Dividend Harvest A IDIVX -2.65 -1.19 -2.78 9.01 --- ---
Integrity Dividend Harvest A LW IDIVX.LW -2.65 -1.19 -2.78 9.01 --- ---
Columbia Diversified Equity Income K IDQYX -2.13 -1.01 -2.27 9.38 14.10 11.87
Voya Large Cap Value A IEDAX -1.82 -0.16 -1.48 8.74 13.81 13.34
Voya Large Cap Value A Load Waived IEDAX.LW -1.82 -0.16 -1.48 8.74 13.81 13.34
Voya Large Cap Value C IEDCX -1.83 -0.25 -1.60 7.97 12.98 12.50
Voya Large Cap Value I IEDIX -1.77 0.01 -1.30 9.16 14.19 ---
Voya Large Cap Value R IEDRX -1.85 -0.19 -1.46 8.53 13.60 ---
Voya Large Cap Value R6 IEDZX -1.77 0.09 -1.28 9.28 --- ---
Columbia Global Equity Value A IEVAX -2.29 0.25 -1.15 7.03 12.36 10.69
Columbia Global Equity Value A LW IEVAX.LW -2.29 0.25 -1.15 7.03 12.36 10.69
American Indep Stock A IFCSX -1.27 -0.14 -1.35 4.95 11.74 10.52
American Indep Stock A Load Waived IFCSX.LW -1.27 -0.14 -1.35 4.95 11.74 10.52
VY Franklin Mutual Shares A IFMAX -1.45 2.20 0.96 8.76 13.09 10.60
VY Franklin Mutual Shares I IFMIX -1.41 2.24 1.02 9.42 13.76 11.25
VY Franklin Mutual Shares S IFMSX -1.42 2.16 0.94 9.09 13.49 10.97
Invesco Dividend Income R6 IFUTX -0.13 1.26 -0.41 14.17 --- ---
Hartford Dividend and Growth A IHGIX -1.92 -0.67 -2.08 10.29 14.39 12.47
Hartford Dividend and Growth A LW IHGIX.LW -1.92 -0.67 -2.08 10.29 14.39 12.47
MFS® Instl Large-Cap Value ILVAX -1.85 0.16 -1.16 10.77 15.78 13.28
Voya Large Cap Value O ILVOX -1.82 -0.16 -1.40 8.76 --- ---
Columbia Diversified Equity Income A INDZX -2.16 -1.04 -2.30 9.18 13.96 11.69
Columbia Diversified Equity Income A LW INDZX.LW -2.16 -1.04 -2.30 9.18 13.96 11.69
Columbia Global Equity Value B INEGX -2.38 -0.01 -1.40 6.20 11.49 9.85
Columbia Dividend Opportunity A INUTX -2.85 -0.91 -2.65 7.90 12.38 13.27
Columbia Dividend Opportunity A LW INUTX.LW -2.85 -0.91 -2.65 7.90 12.38 13.27
Voya Large Cap Value Port A IPEAX -1.83 -0.08 -1.39 8.77 13.72 13.54
Voya Large Cap Value Port I IPEIX -1.81 0.00 -1.28 9.35 14.39 14.22
Voya Large Cap Value Port S IPESX -1.83 0.00 -1.32 9.06 14.13 13.95
Voya Large Cap Value Port S2 IPETX -1.83 -0.08 -1.37 8.93 --- ---
Poplar Forest Partners Institutional IPFPX -2.26 -1.40 -2.35 6.02 17.35 13.17
VY T. Rowe Price Equity Income S IRPSX -2.88 -1.88 -3.14 5.18 12.86 11.47
Voya Russell Large Cap Value Idx Port A IRVAX -2.31 -2.51 -3.81 7.63 14.06 11.71
Voya Russell Large Cap Value Idx Port I IRVIX -2.35 -2.45 -3.79 8.90 14.85 12.40
Voya Russell Large Cap Value Idx Port S IRVSX -2.31 -2.51 -3.81 8.63 14.56 12.11
American Indep Stock C ISFSX -1.39 -0.28 -1.44 4.22 10.99 9.76
American Indep Stock I ISISX -1.35 -0.14 -1.23 5.23 12.08 10.85
Hartford Dividend and Growth B ITDGX -2.00 -0.89 -2.32 9.28 13.37 11.48
VY T. Rowe Price Equity Income A ITEAX -2.92 -2.03 -3.22 4.77 12.45 11.08
VY T. Rowe Price Equity Income I ITEIX -2.88 -1.88 -3.12 5.38 13.12 11.74
VY T. Rowe Price Equity Income S2 ITETX -2.91 -1.96 -3.18 5.02 12.68 11.30
Columbia Dividend Opportunity B IUTBX -2.96 -1.10 -2.86 7.03 11.52 12.43
Invesco Dividend Income C IUTCX -0.22 0.97 -0.72 12.93 13.42 12.60
Ivy Value R6 IVALX -2.74 -2.74 -3.27 --- --- ---
VY Invesco Growth and Income A IVGAX -1.64 -1.02 -2.32 7.70 14.63 11.19
VY Invesco Growth and Income I IVGIX -1.60 -0.88 -2.18 8.37 15.33 11.85
VY Invesco Growth and Income S IVGSX -1.62 -0.94 -2.26 8.07 15.03 11.57
VY Invesco Growth and Income S2 IVITX -1.63 -0.98 -2.28 7.90 14.87 11.41
VY Invesco Comstock A IVKAX -1.75 -0.79 -1.90 7.47 15.17 12.80
VY Invesco Comstock I IVKIX -1.67 -0.66 -1.77 8.03 15.74 13.37
VY Invesco Comstock S IVKSX -1.74 -0.73 -1.84 7.71 15.43 13.08
Voya Large Cap Value W IWEDX -1.82 -0.11 -1.37 9.02 14.09 13.65
Ivy Value I IYAIX -2.75 -2.75 -3.27 7.24 14.97 12.07
Ivy Value A IYVAX -2.76 -2.84 -3.37 6.92 14.57 11.63
Ivy Value A Load Waived IYVAX.LW -2.76 -2.84 -3.37 6.92 14.57 11.63
Ivy Value B IYVBX -2.84 -3.05 -3.57 5.97 13.51 10.38
Ivy Value C IYVCX -2.84 -3.01 -3.55 6.14 13.76 10.81
Ivy Value R IYVLX -2.80 -2.89 -3.41 6.61 --- ---
Ivy Value Y IYVYX -2.80 -2.84 -3.36 6.96 14.70 11.80
Perkins Large Cap Value A JAPAX -1.75 -1.16 -2.46 8.35 12.56 10.93
Perkins Large Cap Value A Load Waived JAPAX.LW -1.75 -1.16 -2.46 8.35 12.56 10.93
Perkins Large Cap Value C JAPCX -1.84 -1.35 -2.67 7.47 11.73 10.09
Perkins Large Cap Value I JAPIX -1.76 -1.10 -2.41 8.67 12.90 11.26
Perkins Large Cap Value S JAPSX -1.74 -1.15 -2.50 8.10 12.46 10.80
Jacobs Broel Value JBVLX -2.89 -1.86 -2.64 -4.94 --- ---
JHancock Classic Value B JCVBX -2.47 -2.54 -3.64 7.13 13.90 10.59
JHancock Classic Value C JCVCX -2.47 -2.54 -3.64 7.14 13.89 10.58
JHancock Classic Value R4 JCVFX -2.43 -2.32 -3.41 8.14 15.02 11.61
JHancock Classic Value R3 JCVHX -2.44 -2.40 -3.53 7.64 14.49 11.16
JHancock Classic Value I JCVIX -2.40 -2.29 -3.37 8.24 15.10 11.79
JHancock Classic Value R1 JCVRX -2.47 -2.43 -3.55 7.50 14.33 11.07
JHancock Classic Value R2 JCVSX -2.44 -2.36 -3.45 7.89 14.85 ---
JHancock Classic Value R5 JCVVX -2.40 -2.29 -3.37 8.32 15.18 11.82
JHancock Classic Value R6 JCVWX -2.43 -2.29 -3.37 8.34 15.20 ---
JHancock Disciplined Value R4 JDVFX -2.34 -1.11 -2.19 8.46 15.92 13.62
JHancock Disciplined Value R3 JDVHX -2.40 -1.21 -2.29 7.93 15.42 13.18
JHancock Disciplined Value NAV JDVNX -2.29 -1.05 -2.14 8.78 16.28 14.03
JHancock Disciplined Value R1 JDVOX -2.39 -1.26 -2.34 7.82 15.30 13.07
JHancock Disciplined Value R2 JDVPX -2.39 -1.21 -2.29 8.13 15.59 ---
Prudential Jennison Value R JDVRX -1.73 -1.59 -2.57 6.72 12.82 10.16
JHancock Disciplined Value R5 JDVVX -2.29 -1.05 -2.14 8.71 16.24 13.95
JHancock Disciplined Value R6 JDVWX -2.34 -1.05 -2.14 8.72 16.22 ---
JHancock Fundamental Large Cap Value A JFVAX -2.19 -0.59 -1.69 8.61 15.36 ---
JHancock Fundamental Large Cap Valu A LW JFVAX.LW -2.19 -0.59 -1.69 8.61 15.36 ---
JHancock Fundamental Large Cap Value C JFVCX -2.26 -0.74 -1.83 --- --- ---
JHancock Fundamental Large Cap Value I JFVIX -2.18 -0.52 -1.54 8.98 15.77 ---
JHFunds2 Equity-Income NAV JHEIX -2.85 -1.84 -3.04 5.25 12.93 11.59
JHFunds2 Equity-Income 1 JIEMX -2.80 -1.83 -3.03 5.19 12.89 11.52
JPMorgan Intrepid Value A JIVAX -1.57 -0.83 -2.00 12.09 17.04 13.88
JPMorgan Intrepid Value A Load Waived JIVAX.LW -1.57 -0.83 -2.00 12.09 17.04 13.88
JPMorgan Intrepid Value C JIVCX -1.60 -0.94 -2.15 11.55 16.46 13.33
JPMorgan Intrepid Value R6 JIVMX -1.54 -0.72 -1.89 12.59 17.51 ---
JPMorgan Intrepid Value R5 JIVRX -1.55 -0.76 -1.93 12.49 17.44 14.30
JPMorgan Intrepid Value R2 JIVZX -1.60 -0.88 -2.09 11.82 16.74 13.60
JPMorgan Large Cap Value R6 JLVMX -1.34 -0.33 -1.14 13.27 16.71 ---
JPMorgan Large Cap Value R5 JLVRX -1.35 -0.35 -1.15 13.21 16.67 13.08
JPMorgan Large Cap Value R2 JLVZX -1.37 -0.51 -1.30 12.51 15.98 12.37
Perkins Large Cap Value D JNPLX -1.76 -1.10 -2.48 8.45 12.74 11.10
JPMorgan Intrepid Value Select JPIVX -1.55 -0.79 -1.96 12.29 17.22 14.07
Perkins Large Cap Value N JPLNX -1.76 -1.10 -2.41 8.64 --- ---
Perkins Large Cap Value T JPLTX -1.77 -1.10 -2.42 8.40 12.67 11.03
INTECH US Mgd Volatility A JRSAX 0.66 4.54 3.21 13.04 17.69 14.51
INTECH US Mgd Volatility A Load Waived JRSAX.LW 0.66 4.54 3.21 13.04 17.69 14.51
INTECH US Mgd Volatility C JRSCX 0.68 4.41 3.07 12.21 16.86 13.66
INTECH US Mgd Volatility D JRSDX 0.77 4.69 3.35 --- --- ---
INTECH US Mgd Volatility I JRSIX 0.76 4.75 3.42 13.50 18.08 14.85
INTECH US Mgd Volatility N JRSNX 0.76 4.67 3.33 --- --- ---
INTECH US Mgd Volatility S JRSSX 0.76 4.55 3.22 13.01 17.72 14.42
INTECH US Mgd Volatility T JRSTX 0.67 4.59 3.25 13.18 17.80 14.59
JPMorgan Value Advantage A JVAAX -1.29 0.64 -0.43 11.59 16.76 14.88
JPMorgan Value Advantage A Load Waived JVAAX.LW -1.29 0.64 -0.43 11.59 16.76 14.88
JPMorgan Value Advantage C JVACX -1.33 0.54 -0.57 11.05 16.16 14.31
JPMorgan Value Advantage Instl JVAIX -1.25 0.77 -0.30 12.19 17.34 15.46
JPMorgan Value Advantage Select JVASX -1.28 0.71 -0.37 11.90 17.05 15.16
JHancock Value Equity A JVEAX -1.34 0.88 -0.29 --- --- ---
JHancock Value Equity A Load Waived JVEAX.LW -1.34 0.88 -0.29 --- --- ---
JHancock Value Equity C JVECX -1.34 0.68 -0.48 --- --- ---
JHancock Value Equity I JVEIX -1.34 0.98 -0.19 --- --- ---
JHancock Value Equity R6 JVERX -1.34 0.98 -0.10 --- --- ---
JHancock Disciplined Value A JVLAX -2.33 -1.13 -2.23 8.36 15.79 13.52
JHancock Disciplined Value A LW JVLAX.LW -2.33 -1.13 -2.23 8.36 15.79 13.52
JHancock Disciplined Value B JVLBX -2.41 -1.35 -2.41 7.42 14.81 12.58
JHancock Disciplined Value C JVLCX -2.45 -1.35 -2.45 7.46 14.90 12.63
JHancock Disciplined Value I JVLIX -2.34 -1.11 -2.19 8.59 16.12 13.90
JHancock Disciplined Value I2 JVLTX -2.34 -1.11 -2.19 8.58 16.10 13.90
Deutsche Large Cap Value A KDCAX -0.43 2.33 1.07 11.30 14.08 11.55
Deutsche Large Cap Value A Load Waived KDCAX.LW -0.43 2.33 1.07 11.30 14.08 11.55
Deutsche Large Cap Value B KDCBX -0.50 2.13 0.88 10.46 13.20 10.70
Deutsche Large Cap Value C KDCCX -0.51 2.13 0.88 10.52 13.28 10.77
Deutsche Large Cap Value Institutional KDCIX -0.41 2.41 1.14 11.70 14.44 11.91
Deutsche Large Cap Value R KDCQX -0.45 2.25 0.99 10.96 13.73 ---
Deutsche Large Cap Value S KDCSX -0.46 2.36 1.09 11.67 14.44 11.91
Deutsche CROCI® Equity Dividend A KDHAX -3.87 -0.40 -1.99 8.02 11.54 10.09
Deutsche CROCI® Equity Dividend A LW KDHAX.LW -3.87 -0.40 -1.99 8.02 11.54 10.09
Deutsche CROCI® Equity Dividend B KDHBX -3.95 -0.59 -2.18 7.17 10.66 9.21
Deutsche CROCI® Equity Dividend C KDHCX -3.92 -0.56 -2.16 7.19 10.70 9.25
Deutsche CROCI® Equity Dividend Instl KDHIX -3.85 -0.31 -1.93 8.28 11.87 10.45
Deutsche CROCI® Equity Dividend R KDHRX -3.90 -0.46 -2.06 7.71 11.25 9.76
Deutsche CROCI® Equity Dividend S KDHSX -3.87 -0.34 -1.93 8.26 11.81 10.34
Deutsche CROCI® Equity Dividend R6 KDHTX --- --- --- --- --- ---
Lord Abbett Affiliated F LAAFX -2.05 -0.25 -1.63 10.96 15.13 11.37
Lord Abbett Affiliated B LAFBX -2.16 -0.49 -1.86 9.87 14.07 10.37
Lord Abbett Affiliated C LAFCX -2.18 -0.49 -1.91 9.85 14.07 10.37
Lord Abbett Affiliated A LAFFX -2.11 -0.31 -1.67 10.73 14.90 11.13
Lord Abbett Affiliated A Load Waived LAFFX.LW -2.11 -0.31 -1.67 10.73 14.90 11.13
Lord Abbett Affiliated P LAFPX -2.06 -0.25 -1.67 10.72 14.89 11.09
Lord Abbett Affiliated R2 LAFQX -2.12 -0.37 -1.76 10.37 14.55 10.80
Lord Abbett Affiliated R3 LAFRX -2.11 -0.31 -1.73 10.48 14.68 10.93
Lord Abbett Affiliated I LAFYX -2.05 -0.18 -1.60 11.03 15.22 11.48
Legg Mason BW Diversified Lg Cp Val R LBDRX -2.20 -1.49 -2.99 9.40 --- ---
Legg Mason BW Diversified Lg Cp Val IS LBISX -2.19 -1.39 -2.84 9.95 14.92 ---
ClearBridge Equity Income FI LBRIX -2.35 -1.43 -2.83 10.48 --- ---
Columbia Dividend Income A LBSAX -2.31 -0.76 -2.36 10.81 13.59 12.90
Columbia Dividend Income A Load Waived LBSAX.LW -2.31 -0.76 -2.36 10.81 13.59 12.90
Columbia Dividend Income B LBSBX -2.39 -0.91 -2.55 10.01 12.74 12.06
Columbia Dividend Income C LBSCX -2.34 -0.91 -2.55 10.02 12.74 12.07
Legg Mason BW Diversified Lg Cp Val A LBWAX -2.20 -1.44 -2.89 9.64 14.58 ---
Legg Mason BW Diversified Lg Cp Val A LW LBWAX.LW -2.20 -1.44 -2.89 9.64 14.58 ---
Legg Mason BW Diversified Lg Cp Val C LBWCX -2.25 -1.65 -3.15 8.77 13.72 ---
Legg Mason BW Diversified Lg Cp Val I LBWIX -2.19 -1.39 -2.89 9.88 14.89 ---
Lord Abbett Calibrated Large Cap Val A LCAAX -1.93 -0.81 -1.98 10.05 15.58 ---
Lord Abbett Calibrated Large Cap Va A LW LCAAX.LW -1.93 -0.81 -1.98 10.05 15.58 ---
Lord Abbett Calibrated Large Cap Val C LCACX -2.01 -1.01 -2.15 9.20 14.73 ---
Lord Abbett Calibrated Large Cap Val F LCAFX -1.93 -0.76 -1.93 10.24 15.77 ---
Lord Abbett Calibrated Large Cap Val R2 LCAQX -1.97 -0.85 -2.02 9.72 15.45 ---
Lord Abbett Calibrated Large Cap Val R3 LCARX -1.99 -0.86 -2.04 9.76 15.37 ---
ClearBridge Equity Income IS LCBEX -2.34 -1.35 -2.72 10.90 --- ---
ClearBridge Equity Income 1 LCBOX -2.35 -1.38 -2.73 10.82 13.71 ---
ClearBridge Large Cap Value R LCBVX -2.05 -0.76 -2.09 9.96 --- ---
Invesco Diversified Dividend A LCEAX -0.13 1.62 0.20 11.30 16.08 13.14
Invesco Diversified Dividend A LW LCEAX.LW -0.13 1.62 0.20 11.30 16.08 13.14
Invesco Diversified Dividend B LCEDX -0.16 1.44 0.01 10.45 15.20 12.28
Invesco Diversified Dividend R6 LCEFX -0.08 1.72 0.30 11.74 --- ---
Invesco Diversified Dividend Investor LCEIX -0.11 1.58 0.16 11.35 16.09 13.18
Invesco Diversified Dividend C LCEVX -0.16 1.44 0.00 10.46 15.21 12.29
Invesco Diversified Dividend Y LCEYX -0.06 1.68 0.26 11.57 16.38 13.43
ClearBridge Large Cap Value 1 LCLIX -2.02 -0.69 -1.98 10.47 --- ---
American Indep Laffer Dividend Gr A LDGAX -3.15 -0.03 -1.29 2.73 --- ---
American Indep Laffer Dividend Gr A LW LDGAX.LW -3.15 -0.03 -1.29 2.73 --- ---
American Indep Laffer Dividend Gr C LDGCX -3.15 -0.13 -1.44 2.18 --- ---
American Indep Laffer Dividend Gr Instl LDGIX -3.14 0.04 -1.29 3.20 --- ---
Federated Equity Income B LEIBX -1.63 -0.59 -1.99 6.54 11.86 11.81
Federated Equity Income C LEICX -1.58 -0.54 -1.94 6.60 11.88 11.82
Federated Equity Income A LEIFX -1.56 -0.40 -1.76 7.41 12.74 12.71
Federated Equity Income A Load Waived LEIFX.LW -1.56 -0.40 -1.76 7.41 12.74 12.71
Federated Equity Income Institutional LEISX -1.54 -0.33 -1.69 7.70 --- ---
Voya Corporate Leaders Trust B LEXCX -4.06 -3.86 -5.06 5.37 13.35 15.04
Federated Equity Income F LFEIX -1.58 -0.46 -1.85 7.15 12.45 12.40
ClearBridge Large Cap Value A2 LIVVX -2.05 -0.76 -2.09 10.05 --- ---
ClearBridge Large Cap Value A2 LW LIVVX.LW -2.05 -0.76 -2.09 10.05 --- ---
Legg Mason BW Diversified Lg Cp Val A2 LLVAX -2.21 -1.50 -2.95 9.41 --- ---
Legg Mason BW Diversified Lg Cp Val A LW LLVAX.LW -2.21 -1.50 -2.95 9.41 --- ---
Legg Mason BW Dynamic Large Cap Val C LMBBX -1.70 1.26 0.00 --- --- ---
Legg Mason BW Dynamic Large Cap Val I LMBEX -1.60 1.56 0.29 --- --- ---
Legg Mason BW Dynamic Large Cap Val IS LMBGX -1.61 1.56 0.29 --- --- ---
Legg Mason BW Dynamic Large Cap Val R LMBHX -1.60 1.46 0.19 --- --- ---
Legg Mason BW Dynamic Large Cap Val A LMBJX -1.51 1.66 0.38 --- --- ---
Legg Mason BW Dynamic Large Cap Val A LW LMBJX.LW -1.51 1.66 0.38 --- --- ---
ClearBridge Large Cap Value IS LMLSX -1.99 -0.66 -1.95 10.66 --- ---
ClearBridge Equity Income R LMMRX -2.36 -1.49 -2.88 10.19 13.07 ---
Edgar Lomax Value LOMAX -2.34 -2.28 -3.67 10.56 14.16 13.33
Loomis Sayles Value Admin LSAVX -2.26 -1.07 -2.37 8.29 16.01 12.42
Loomis Sayles Value C LSCVX -2.27 -1.18 -2.45 7.73 15.42 11.85
Loomis Sayles Value Y LSGIX -2.24 -0.95 -2.24 8.77 16.58 12.96
Loomis Sayles Value B LSVBX -2.30 -1.18 -2.47 7.70 15.44 11.84
LSV Value Equity LSVEX -2.05 0.04 -1.13 10.36 19.19 14.97
LSV US Managed Volatility Institutional LSVMX -0.92 0.84 -0.56 --- --- ---
Loomis Sayles Value N LSVNX -2.21 -0.91 -2.21 8.93 --- ---
Loomis Sayles Value A LSVRX -2.25 -1.02 -2.28 8.51 16.28 12.68
Loomis Sayles Value A Load Waived LSVRX.LW -2.25 -1.02 -2.28 8.51 16.28 12.68
LSV Conservative Value Equity LSVVX -2.33 -1.54 -2.76 9.50 17.02 13.64
LSV Value Equity Investor LVAEX -2.06 0.00 -1.20 --- --- ---
LSV US Managed Volatility Investor LVAMX -0.92 0.75 -0.61 --- --- ---
LSV Conservative Value Equity Investor LVAVX -2.33 -1.63 -2.82 --- --- ---
Lord Abbett Calibrated Large Cap Val I LVCIX -1.93 -0.71 -1.88 10.37 15.89 ---
ProFunds Large Cap Value Inv LVPIX -2.28 -1.76 -3.00 7.84 12.81 10.91
ProFunds Large Cap Value Svc LVPSX -2.34 -1.99 -3.23 6.77 11.69 9.80
BlackRock Basic Value Instl MABAX -1.72 1.52 0.44 10.69 16.08 12.95
BlackRock Equity Dividend Instl MADVX -2.03 -1.32 -2.61 7.90 11.73 11.96
BlackRock Large Cap Value Instl MALVX -2.18 -1.64 -2.60 9.23 13.80 11.25
Matrix Advisors Value MAVFX -2.59 -2.36 -3.67 6.87 13.12 9.91
Invesco Value FDP Instl MAVVX -1.71 -0.74 -1.82 7.62 15.38 13.17
BlackRock Basic Value Inv B MBBAX -1.81 1.23 0.15 9.33 14.59 11.49
BlackRock Equity Dividend Inv B MBDVX -2.14 -1.55 -2.87 6.75 10.58 10.79
BlackRock Large Cap Value Inv B MBLVX -2.28 -1.91 -2.87 8.02 12.46 9.97
BlackRock Basic Value K MBVKX -1.72 --- --- --- --- ---
BlackRock Basic Value Inv C MCBAX -1.84 1.24 0.16 9.54 14.85 11.72
BlackRock Equity Dividend Inv C MCDVX -2.13 -1.56 -2.84 6.83 10.64 10.86
MassMutual Premier Value A MCEAX -1.20 -0.47 -1.66 9.45 13.79 11.22
MassMutual Premier Value A Load Waived MCEAX.LW -1.20 -0.47 -1.66 9.45 13.79 11.22
MassMutual Premier Value R3 MCENX -1.21 -0.47 -1.67 9.31 13.52 10.91
MassMutual Premier Value R4 MCERX -1.16 -0.42 -1.61 --- --- ---
MassMutual Premier Value Svc MCEYX -1.16 -0.33 -1.57 9.88 14.23 11.66
BlackRock Large Cap Value Inv C MCLVX -2.25 -1.88 -2.84 8.06 12.52 10.04
Invesco Value FDP Inv C MCVVX -1.81 -1.01 -2.11 6.59 14.27 12.03
MassMutual Premier Value I MCZIX -1.16 -0.33 -1.53 --- --- ---
BlackRock Basic Value Inv A MDBAX -1.74 1.46 0.37 10.40 15.77 12.62
BlackRock Basic Value Inv A Load Waived MDBAX.LW -1.74 1.46 0.37 10.40 15.77 12.62
MassMutual Select Diversified Value A MDDAX -2.20 -1.28 -2.65 9.04 15.56 12.99
MassMutual Select Diversified Value A LW MDDAX.LW -2.20 -1.28 -2.65 9.04 15.56 12.99
MassMutual Select Diversified Value I MDDIX -2.13 -1.14 -2.52 --- --- ---
MassMutual Select Diversified Value Adm MDDLX -2.19 -1.21 -2.64 9.30 15.90 13.31
MassMutual Select Diversified Value R4 MDDRX -2.20 -1.28 -2.66 --- --- ---
BlackRock Equity Dividend Inv A MDDVX -2.07 -1.41 -2.70 7.57 11.43 11.66
BlackRock Equity Dividend Inv A LW MDDVX.LW -2.07 -1.41 -2.70 7.57 11.43 11.66
Manning & Napier Disciplined Value S MDFSX -2.36 0.43 -1.39 9.69 12.58 ---
BMO Dividend Income I MDIVX -2.85 -1.07 -2.64 11.74 14.52 ---
BMO Dividend Income Y MDIYX -2.92 -1.13 -2.64 11.49 14.24 ---
BlackRock Large Cap Value Inv A MDLVX -2.18 -1.71 -2.65 8.89 13.49 10.96
BlackRock Large Cap Value Inv A LW MDLVX.LW -2.18 -1.71 -2.65 8.89 13.49 10.96
MassMutual Select Diversified Value R3 MDVNX -2.19 -1.27 -2.71 8.89 15.30 12.67
MassMutual Select Diversified Value R5 MDVSX -2.20 -1.21 -2.59 9.49 16.11 13.53
Invesco Value FDP Inv A MDVVX -1.72 -0.74 -1.84 7.39 15.12 12.90
Invesco Value FDP Inv A Load Waived MDVVX.LW -1.72 -0.74 -1.84 7.39 15.12 12.90
MassMutual Select Diversified Value Svc MDVYX -2.20 -1.28 -2.65 9.40 16.02 13.41
MFS® Value A MEIAX -1.78 0.16 -1.12 10.75 15.57 13.17
MFS® Value A Load Waived MEIAX.LW -1.78 0.16 -1.12 10.75 15.57 13.17
MFS® Value C MEICX -1.85 -0.04 -1.32 9.89 14.69 12.32
Meridian Equity Income Legacy MEIFX -2.21 2.74 1.47 8.20 12.46 12.24
MFS® Value R1 MEIGX -1.86 -0.03 -1.33 9.89 14.69 12.32
MFS® Value R3 MEIHX -1.79 0.13 -1.15 10.73 15.57 13.16
MFS® Value I MEIIX -1.78 0.21 -1.09 11.01 15.85 13.44
MFS® Value R4 MEIJX -1.76 0.21 -1.06 11.03 15.85 13.45
MFS® Value R5 MEIKX -1.76 0.24 -1.04 11.15 15.99 13.48
MassMutual Premier Disciplined Value A MEPAX -1.99 -1.63 -2.90 8.14 15.19 12.57
MassMutual Premier Disciplined Valu A LW MEPAX.LW -1.99 -1.63 -2.90 8.14 15.19 12.57
MassMutual Premier Disciplined Value R5 MEPSX -1.97 -1.54 -2.80 8.66 15.74 13.13
MFS® Value B MFEBX -1.85 -0.04 -1.32 9.90 14.70 12.32
MassMutual Select Fundamental Value A MFUAX -1.41 0.29 -0.99 11.01 14.43 11.93
MassMutual Select Fundamental Value A LW MFUAX.LW -1.41 0.29 -0.99 11.01 14.43 11.93
MassMutual Select Fundamental Value R4 MFUFX -1.35 0.29 -0.93 --- --- ---
MassMutual Select Fundamental Value Adm MFULX -1.33 0.36 -0.84 11.37 14.73 12.22
MassMutual Select Fundamental Value R3 MFUNX -1.35 0.29 -0.93 10.95 14.15 11.64
MassMutual Select Fundamental Value Svc MFUYX -1.34 0.43 -0.85 11.45 14.88 12.39
MassMutual Select Fundamental Value I MFUZX -1.34 0.43 -0.78 11.68 15.15 ---
Martin Focused Value Institutional MFVIX -0.16 -0.06 -1.32 -0.26 --- ---
Martin Focused Value Retail MFVRX -0.06 -0.06 -1.24 -0.55 --- ---
Madison Large Cap Value A MGWAX -1.29 -0.94 -2.40 9.49 13.86 12.15
Madison Large Cap Value A Load Waived MGWAX.LW -1.29 -0.94 -2.40 9.49 13.86 12.15
Madison Large Cap Value B MGWBX -1.37 -1.08 -2.56 8.64 13.01 11.33
BNY Mellon Income Stock Inv MIISX -1.92 2.12 0.67 11.40 16.67 13.99
BlackRock Large Cap Value Retirement K MKLVX -2.18 -1.60 -2.57 9.37 14.04 11.56
BMO Low Volatility Equity I MLVEX -0.25 2.19 0.80 16.52 --- ---
MassMutual Select Large Cap Value R4 MLVFX -1.96 -3.03 -4.31 --- --- ---
BMO Large-Cap Value I MLVIX -1.22 0.65 -0.48 12.13 16.81 13.32
MassMutual Select Large Cap Value Adm MLVLX -1.95 -2.90 -4.29 1.17 9.62 8.96
MassMutual Select Large Cap Value R3 MLVNX -1.99 -3.08 -4.37 0.79 9.09 8.39
MassMutual Select Large Cap Value R5 MLVSX -1.95 -2.89 -4.16 1.38 9.91 9.21
BMO Low Volatility Equity Y MLVYX -0.25 2.19 0.80 16.14 --- ---
MassMutual Select Large Cap Value I MLVZX -1.95 -2.90 -4.17 --- --- ---
MassMutual Select Large Cap Value A MMLAX -1.96 -2.91 -4.30 0.98 9.39 8.69
MassMutual Select Large Cap Value A LW MMLAX.LW -1.96 -2.91 -4.30 0.98 9.39 8.69
MassMutual Select Large Cap Value Svc MMLYX -1.94 -2.88 -4.15 1.25 9.79 9.12
Manning & Napier Disciplined Value I MNDFX -2.33 0.48 -1.31 10.04 12.89 12.27
Manning & Napier Equity Income I MNEIX -2.63 -0.37 -1.65 9.30 --- ---
Manning & Napier Equity Income S MNESX -2.63 -0.46 -1.74 9.04 --- ---
Castle Focus Investor MOATX -1.69 -0.55 -1.54 5.88 7.26 ---
MassMutual Premier Disciplined Value Adm MPILX -2.01 -1.59 -2.90 8.42 15.46 12.87
MassMutual Premier Disciplined Value R3 MPINX -1.98 -1.68 -2.94 8.01 14.90 12.26
MassMutual Premier Disciplined Value R4 MPIRX -2.00 -1.69 -2.97 --- --- ---
BNY Mellon Income Stock M MPISX -1.83 2.18 0.83 11.91 17.06 14.35
MassMutual Premier Disciplined Value I MPIVX -1.97 -1.55 -2.87 --- --- ---
Meritage Value Equity Investor MPVEX 0.00 2.70 1.42 12.59 --- ---
Meritage Yield-Focus Equity Investor MPYEX -3.13 -0.28 -1.13 3.69 --- ---
Meritage Yield-Focus Equity Instl MPYIX -3.12 -0.19 -1.03 3.84 --- ---
Meridian Equity Income Advisor MRAEX -2.21 2.57 1.31 7.90 --- ---
BlackRock Basic Value R MRBVX -1.78 1.37 0.27 10.01 15.37 12.23
BlackRock Equity Dividend R MRDVX -2.10 -1.44 -2.76 7.28 11.10 11.31
BMO Large-Cap Value Y MREIX -1.23 0.58 -0.55 11.88 16.52 13.06
Meridian Equity Income Investor MRIEX -2.21 2.73 1.47 8.18 --- ---
BlackRock Large Cap Value R MRLVX -2.22 -1.77 -2.75 8.55 13.12 10.61
BlackRock Equity Dividend Svc MSDVX -2.08 -1.37 -2.66 7.55 11.38 11.65
BlackRock Large Cap Value Svc MSLVX -2.20 -1.69 -2.66 8.90 13.41 10.96
AMG Systematic Large Cap Value Investor MSYAX -1.13 -0.35 -1.21 8.82 14.51 11.81
AMG Systematic Large Cap Value Instl MSYSX -1.12 -0.35 -1.12 9.14 14.80 12.10
Franklin Mutual Shares Z MUTHX -1.41 2.20 1.07 9.23 13.93 11.19
Meritage Value Equity Institutional MVEBX 0.00 2.69 1.42 12.75 --- ---
MassMutual Premier Value R5 MVEDX -1.16 -0.37 -1.57 9.96 14.34 11.77
Monteagle Select Value I MVEIX -1.80 2.01 1.06 14.20 21.65 16.34
Praxis Value Index A MVIAX -1.91 -1.52 -2.75 9.40 14.71 11.69
Praxis Value Index A Load Waived MVIAX.LW -1.91 -1.52 -2.75 9.40 14.71 11.69
Praxis Value Index I MVIIX -1.92 -1.44 -2.67 9.82 15.39 12.41
Monteagle Value I MVRGX -2.96 0.36 -0.57 1.93 10.89 10.36
MFS® Value R2 MVRRX -1.80 0.10 -1.18 10.48 15.27 12.88
MassMutual Select Fundamental Value R5 MVUSX -1.33 0.43 -0.85 11.58 14.93 12.43
Great-West T. Rowe Price Eq Inc Init MXEQX -2.88 -1.92 -3.12 5.06 12.88 11.49
Great-West Putnam Equity Income Init MXQIX -1.33 0.79 -0.56 12.20 16.41 ---
Great-West T. Rowe Price Eq Inc L MXTQX -2.90 -2.01 -3.20 4.69 12.50 ---
Madison Large Cap Value Y MYLVX -1.23 -0.83 -2.28 9.78 14.15 12.46
Neuberger Berman Equity Income A NBHAX -0.66 0.53 -0.66 8.52 9.25 10.34
Neuberger Berman Equity Income A LW NBHAX.LW -0.66 0.53 -0.66 8.52 9.25 10.34
Neuberger Berman Equity Income C NBHCX -0.68 0.43 -0.84 7.71 8.45 9.54
Neuberger Berman Equity Income Inst NBHIX -0.56 0.62 -0.56 8.94 9.65 10.77
Neuberger Berman Equity Income R3 NBHRX -0.64 0.47 -0.72 8.21 8.92 ---
Neuberger Berman Large Cap Value Adv NBPBX -0.62 -1.48 -2.09 7.46 14.57 9.62
Neuberger Berman Large Cap Value Instl NBPIX -0.60 -1.41 -1.96 7.94 15.15 10.17
Neuberger Berman Large Cap Value Tr NBPTX -0.63 -1.50 -2.06 7.60 14.74 9.78
Nuance Concentrated Value Investor NCAVX -1.37 -0.08 -1.22 2.67 --- ---
Nuveen Core Dividend C NCCDX -1.47 2.26 0.91 15.62 --- ---
Nuveen Core Dividend A NCDAX -1.43 2.42 1.09 16.46 --- ---
Nuveen Core Dividend A Load Waived NCDAX.LW -1.43 2.42 1.09 16.46 --- ---
Nuveen Core Dividend I NCDIX -1.39 2.50 1.15 16.74 --- ---
Nuance Concentrated Value Institutional NCVLX -1.37 0.00 -1.14 2.98 14.97 ---
AllianzGI NFJ Dividend Value Instl NFJEX -2.97 -1.96 -3.30 6.69 13.09 12.85
Neuberger Berman Value Instl NLRLX -0.70 -1.52 -2.14 6.65 14.78 13.09
Nuveen NWQ Multi-Cap Value R3 NMCTX -0.51 1.11 0.04 1.31 9.16 9.94
Nuveen Large-Cap Value R3 NMMTX -2.63 -0.62 -1.78 12.13 16.18 13.07
Nuveen Large-Cap Value A NNGAX -2.61 -0.55 -1.69 12.42 16.49 13.36
Nuveen Large-Cap Value A Load Waived NNGAX.LW -2.61 -0.55 -1.69 12.42 16.49 13.36
Nuveen Large-Cap Value C NNGCX -2.67 -0.73 -1.92 11.58 15.62 12.51
Nuveen Large-Cap Value I NNGRX -2.59 -0.51 -1.68 12.67 16.77 13.64
Northern Income Equity NOIEX -2.17 1.60 0.16 10.61 12.46 11.85
Northern Large Cap Core NOLCX -1.79 -0.08 -1.42 11.90 16.44 14.74
Northern Large Cap Value NOLVX -1.90 -0.07 -1.35 11.30 14.80 10.73
NorthPointe Large Cap Value Instl NPILX -1.24 0.45 -0.69 12.58 --- ---
NorthPointe Large Cap Value Investor NPLVX -1.16 0.45 -0.67 12.51 --- ---
Neuberger Berman Large Cap Value A NPNAX -0.68 -1.55 -2.11 7.49 14.67 ---
Neuberger Berman Large Cap Value A LW NPNAX.LW -0.68 -1.55 -2.11 7.49 14.67 ---
Neuberger Berman Large Cap Value C NPNCX -0.65 -1.68 -2.25 6.71 13.83 ---
Neuberger Berman Large Cap Value R3 NPNRX -0.62 -1.52 -2.12 7.24 14.41 ---
Neuberger Berman Large Cap Value Inv NPRTX -0.60 -1.42 -2.00 7.79 14.98 9.99
Nuveen NWQ Large-Cap Value A NQCAX -1.76 -0.24 -1.43 6.26 9.88 8.92
Nuveen NWQ Large-Cap Value A LW NQCAX.LW -1.76 -0.24 -1.43 6.26 9.88 8.92
Nuveen NWQ Large-Cap Value C NQCCX -1.85 -0.43 -1.64 5.50 9.07 8.11
Nuveen NWQ Large-Cap Value R3 NQCQX -1.85 -0.33 -1.50 6.01 9.62 8.65
Nuveen NWQ Large-Cap Value I NQCRX -1.83 -0.24 -1.37 6.51 10.17 9.19
Nuveen NWQ Multi-Cap Value A NQVAX -0.46 1.18 0.10 1.59 9.45 10.22
Nuveen NWQ Multi-Cap Value A LW NQVAX.LW -0.46 1.18 0.10 1.59 9.45 10.22
Nuveen NWQ Multi-Cap Value C NQVCX -0.53 1.00 -0.12 0.79 8.63 9.40
Nuveen NWQ Multi-Cap Value I NQVRX -0.46 1.25 0.12 1.80 9.75 10.50
Nuveen Tradewinds Value Opportunities R3 NTVTX -2.39 -1.67 -2.77 6.60 8.89 8.75
Neuberger Berman Value A NVAAX -0.64 -1.59 -2.15 6.28 14.33 ---
Neuberger Berman Value A Load Waived NVAAX.LW -0.64 -1.59 -2.15 6.28 14.33 ---
Neuberger Berman Value C NVACX -0.72 -1.74 -2.30 5.53 13.47 ---
Nuveen Tradewinds Value Opportunities A NVOAX -2.36 -1.61 -2.73 6.84 9.15 9.02
Nuveen Tradewinds Value Opportuniti A LW NVOAX.LW -2.36 -1.61 -2.73 6.84 9.15 9.02
Nuveen Tradewinds Value Opportunities C NVOCX -2.43 -1.81 -2.92 6.02 8.34 8.20
Nuveen Tradewinds Value Opportunities I NVORX -2.35 -1.57 -2.67 7.11 9.43 9.29
Nationwide Ziegler Equity Inc A NWGYX -1.71 -0.08 -1.43 9.91 14.11 13.72
Nationwide Ziegler Equity Inc A LW NWGYX.LW -1.71 -0.08 -1.43 9.91 14.11 13.72
Nationwide Ziegler Equity Inc C NWGZX -1.75 -0.24 -1.61 9.09 13.35 13.02
Nationwide Ziegler Equity Inc Instl NWJAX -1.62 0.01 -1.34 10.30 --- ---
Nationwide Ziegler Equity Inc InSvc NWJBX -1.65 -0.02 -1.37 10.16 14.37 14.07
Oppenheimer Equity Income A OAEIX -1.46 0.11 -0.54 9.73 14.72 12.85
Oppenheimer Equity Income A Load Waived OAEIX.LW -1.46 0.11 -0.54 9.73 14.72 12.85
Oppenheimer Equity Income B OBEIX -1.51 -0.09 -0.73 8.88 13.72 11.84
Oppenheimer Equity Income C OCEIX -1.54 -0.08 -0.72 8.87 13.84 11.97
Oppenheimer Equity Income I OEIIX -1.40 0.20 -0.42 10.22 15.18 ---
JPMorgan Equity Income B OGIBX -1.86 -0.77 -2.16 11.04 14.64 14.66
Oppenheimer Value I OGRIX -1.16 -0.43 -1.66 10.01 14.40 ---
JPMorgan Equity Income R2 OIEFX -1.83 -0.72 -2.09 11.28 14.92 ---
JPMorgan Equity Income A OIEIX -1.81 -0.61 -2.03 11.58 15.19 15.19
JPMorgan Equity Income A Load Waived OIEIX.LW -1.81 -0.61 -2.03 11.58 15.19 15.19
JPMorgan Equity Income R6 OIEJX -1.74 -0.47 -1.90 12.16 15.78 ---
JPMorgan Equity Income R5 OIERX -1.74 -0.49 -1.92 12.16 15.70 ---
JPMorgan Equity Income C OINCX -1.80 -0.69 -2.09 11.06 14.62 14.64
JPMorgan Large Cap Value A OLVAX -1.37 -0.38 -1.17 12.82 16.28 12.67
JPMorgan Large Cap Value A Load Waived OLVAX.LW -1.37 -0.38 -1.17 12.82 16.28 12.67
JPMorgan Large Cap Value B OLVBX -1.42 -0.55 -1.36 12.24 15.67 12.09
JPMorgan Large Cap Value C OLVCX -1.47 -0.58 -1.40 12.22 15.67 12.08
Oppenheimer Equity Income R ONEIX -1.47 0.03 -0.61 9.43 14.34 12.44
Oppenheimer Dividend Opportunity C OSCVX -0.90 2.17 0.20 8.28 9.44 7.58
Oppenheimer Dividend Opportunity A OSVAX -0.82 2.35 0.40 9.10 10.29 8.42
Oppenheimer Dividend Opportunity A LW OSVAX.LW -0.82 2.35 0.40 9.10 10.29 8.42
Oppenheimer Dividend Opportunity B OSVBX -0.91 2.15 0.19 8.28 9.41 7.53
Oppenheimer Dividend Opportunity I OSVIX -0.82 2.45 0.49 --- --- ---
Oppenheimer Dividend Opportunity R OSVNX -0.88 2.27 0.29 8.80 10.03 8.17
Oppenheimer Dividend Opportunity Y OSVYX -0.81 2.41 0.45 9.40 10.67 8.83
Oppenheimer Equity Income Y OYEIX -1.44 0.16 -0.46 9.99 15.05 ---
T. Rowe Price Equity Income Adv PAFDX -2.84 -1.86 -3.08 4.93 12.62 11.30
PNC Large Cap Value C PALVX -1.03 0.76 -0.47 10.98 14.31 11.75
T. Rowe Price Value Adv PAVLX -1.13 0.23 -0.98 11.23 18.00 14.70
Prudential Jennison Value A PBEAX -1.68 -1.54 -2.48 6.98 13.07 10.40
Prudential Jennison Value A Load Waived PBEAX.LW -1.68 -1.54 -2.48 6.98 13.07 10.40
Prudential Jennison Value B PBQIX -1.73 -1.73 -2.69 6.24 12.27 9.63
Principal LargeCap Value A PCACX -1.33 -0.94 -2.17 7.97 14.52 12.85
Principal LargeCap Value A Load Waived PCACX.LW -1.33 -0.94 -2.17 7.97 14.52 12.85
Prospector Capital Appreciation PCAFX -0.81 2.11 1.18 4.19 8.69 7.97
Pioneer Equity Income C PCEQX -0.87 0.41 -0.84 11.09 13.62 13.41
PACE Large Co Value Equity P PCLVX -2.17 -1.30 -2.41 9.53 14.96 12.51
PACE Large Co Value Equity A PCPAX -2.21 -1.34 -2.49 9.27 14.67 12.24
PACE Large Co Value Equity A LW PCPAX.LW -2.21 -1.34 -2.49 9.27 14.67 12.24
Prudential Jennison Value C PEICX -1.73 -1.73 -2.69 6.24 12.28 9.62
AllianzGI NFJ Dividend Value D PEIDX -3.00 -2.04 -3.38 6.30 12.67 12.44
Principal Equity Income Inst PEIIX -1.69 0.07 -1.20 10.69 14.31 13.60
Putnam Equity Income M PEIMX -1.38 0.70 -0.64 11.71 15.93 13.73
Principal Equity Income R2 PEINX -1.70 -0.07 -1.35 9.88 13.46 12.78
Principal Equity Income R3 PEIOX -1.74 -0.08 -1.30 10.04 13.66 12.95
Principal Equity Income R4 PEIPX -1.70 0.00 -1.25 10.27 13.89 13.18
Principal Equity Income R5 PEIQX -1.66 0.04 -1.22 10.43 14.03 13.33
Putnam Equity Income Y PEIYX -1.33 0.88 -0.45 12.54 16.81 14.58
Prudential Jennison Value Z PEIZX -1.63 -1.49 -2.43 7.30 13.41 10.73
Putnam Equity Income C PEQCX -1.39 0.69 -0.64 11.45 15.65 13.45
Pioneer Equity Income A PEQIX -0.77 0.61 -0.63 11.90 14.45 14.24
Pioneer Equity Income A Load Waived PEQIX.LW -0.77 0.61 -0.63 11.90 14.45 14.24
Pioneer Equity Income K PEQKX -0.77 0.67 -0.54 12.34 --- ---
Putnam Equity Income R5 PEQLX -1.35 0.90 -0.43 12.64 --- ---
Putnam Equity Income B PEQNX -1.41 0.63 -0.71 11.40 15.63 13.46
Principal Equity Income P PEQPX -1.66 0.07 -1.19 10.59 14.18 ---
Putnam Equity Income R PEQRX -1.36 0.77 -0.57 11.99 16.23 14.02
Putnam Equity Income R6 PEQSX -1.33 0.92 -0.41 12.73 --- ---
Principal Large Cap Value III R1 PESAX -1.50 -0.25 -1.63 9.73 14.28 11.08
Principal Equity Income C PEUCX -1.74 -0.19 -1.44 9.46 13.02 12.30
Putnam Equity Income A PEYAX -1.34 0.81 -0.51 12.26 16.52 14.30
Putnam Equity Income A Load Waived PEYAX.LW -1.34 0.81 -0.51 12.26 16.52 14.30
Pioneer Equity Income Z PEZQX -0.77 0.64 -0.60 12.05 14.66 14.53
Poplar Forest Partners A PFPFX -2.27 -1.45 -2.43 5.74 17.05 12.88
Poplar Forest Partners A Load Waived PFPFX.LW -2.27 -1.45 -2.43 5.74 17.05 12.88
Putnam Fund for Growth & Income R PGCRX -1.68 -0.45 -1.59 8.46 15.48 12.51
Putnam Fund for Growth & Income B PGIBX -1.74 -0.59 -1.74 7.89 14.88 11.93
Putnam Fund for Growth & Income Y PGIYX -1.64 -0.33 -1.46 9.02 16.07 13.08
Putnam Fund for Growth & Income R6 PGREX -1.65 -0.34 -1.47 9.17 --- ---
Putnam Fund for Growth & Income C PGRIX -1.72 -0.58 -1.76 7.91 14.91 11.95
Putnam Fund for Growth & Income R5 PGRLX -1.58 -0.27 -1.40 9.21 --- ---
Putnam Fund for Growth & Income M PGRMX -1.67 -0.52 -1.67 8.19 15.20 12.22
Putnam Fund for Growth & Income A PGRWX -1.67 -0.44 -1.58 8.71 15.74 12.78
Putnam Fund for Growth & Income A LW PGRWX.LW -1.67 -0.44 -1.58 8.71 15.74 12.78
Principal Equity Income R1 PIEMX -1.70 -0.11 -1.38 9.73 13.32 12.63
Prudential Jennison Value Q PJVQX -1.68 -1.44 -2.43 7.45 13.55 ---
PNC Large Cap Value I PLIVX -1.01 0.84 -0.32 11.58 15.29 12.78
Principal LargeCap Value R1 PLSVX -1.34 -1.03 -2.26 7.50 14.09 12.43
Principal LargeCap Value C PLUCX -1.36 -1.12 -2.37 7.07 13.56 11.94
PNC Large Cap Value A PLVAX -1.01 0.84 -0.37 11.45 15.00 12.49
PNC Large Cap Value A Load Waived PLVAX.LW -1.01 0.84 -0.37 11.45 15.00 12.49
PACE Large Co Value Equity C PLVCX -2.24 -1.51 -2.65 8.42 13.78 11.37
Principal Large Cap Value III Inst PLVIX -1.44 -0.06 -1.38 10.71 15.31 12.06
Principal Large Cap Value III J PLVJX -1.46 -0.19 -1.52 10.27 14.78 11.54
Principal LargeCap Value R3 PLVMX -1.34 -0.87 -2.11 7.89 14.46 12.79
Principal LargeCap Value R2 PLVNX -1.34 -1.02 -2.26 7.67 14.24 12.56
Principal LargeCap Value R5 PLVPX -1.33 -0.86 -2.09 8.20 14.78 13.11
Principal LargeCap Value R4 PLVSX -1.26 -0.87 -2.11 8.16 14.66 12.99
PACE Large Co Value Equity Y PLVYX -2.16 -1.30 -2.45 9.50 14.96 12.52
AllianzGI NFJ Large-Cap Value A PNBAX -2.55 -1.43 -2.73 9.51 14.40 12.63
AllianzGI NFJ Large-Cap Value A LW PNBAX.LW -2.55 -1.43 -2.73 9.51 14.40 12.63
AllianzGI NFJ Large-Cap Value B PNBBX -2.59 -1.58 -2.90 8.72 13.55 11.78
AllianzGI NFJ Large-Cap Value C PNBCX -2.63 -1.61 -2.94 8.72 13.55 11.79
AllianzGI NFJ Large-Cap Value D PNBDX -2.58 -1.42 -2.75 9.55 14.41 12.61
AllianzGI NFJ Dividend Value A PNEAX -3.01 -2.05 -3.41 6.27 12.68 12.44
AllianzGI NFJ Dividend Value A LW PNEAX.LW -3.01 -2.05 -3.41 6.27 12.68 12.44
AllianzGI NFJ Dividend Value B PNEBX -3.10 -2.27 -3.60 5.46 11.80 11.60
AllianzGI NFJ Dividend Value C PNECX -3.06 -2.28 -3.56 5.50 11.83 11.60
AllianzGI NFJ Dividend Value R PNERX -3.02 -2.11 -3.47 6.03 12.39 12.17
AllianzGI NFJ All-Cap Value A PNFAX -2.49 -0.51 -1.82 10.06 13.13 13.04
AllianzGI NFJ All-Cap Value A LW PNFAX.LW -2.49 -0.51 -1.82 10.06 13.13 13.04
AllianzGI NFJ All-Cap Value B PNFBX -2.52 -0.71 -2.03 9.19 12.26 12.20
AllianzGI NFJ All-Cap Value C PNFCX -2.55 -0.67 -2.03 9.21 12.27 12.17
AllianzGI NFJ All-Cap Value D PNFDX -2.51 -0.50 -1.85 10.04 13.10 13.04
AllianzGI NFJ All-Cap Value Instl PNFIX -2.51 -0.48 -1.76 10.35 13.51 13.40
Principal Large Cap Value III R3 PPSFX -1.51 -0.18 -1.57 10.06 14.63 11.42
Principal Large Cap Value III R2 PPSNX -1.51 -0.25 -1.57 9.90 14.43 11.23
Principal Large Cap Value III R5 PPSRX -1.49 -0.13 -1.49 10.39 14.98 11.75
Principal Large Cap Value III R4 PPSSX -1.44 -0.13 -1.44 10.32 14.87 11.65
Principal Equity Income A PQIAX -1.66 0.00 -1.25 10.29 13.86 13.14
Principal Equity Income A Load Waived PQIAX.LW -1.66 0.00 -1.25 10.29 13.86 13.14
Pioneer Equity Income R PQIRX -0.85 0.49 -0.77 11.45 14.07 13.89
T. Rowe Price Equity Income PRFDX -2.81 -1.80 -3.01 5.23 12.93 11.59
Primary Trend PTFDX -3.69 -0.66 -2.07 -2.51 5.23 5.66
PIMCO US Dividend A PVDAX -2.20 0.22 -0.69 --- --- ---
PIMCO US Dividend A Load Waived PVDAX.LW -2.20 0.22 -0.69 --- --- ---
PIMCO US Dividend C PVDCX -2.26 -0.06 -0.97 --- --- ---
PIMCO US Dividend D PVDDX -2.20 0.02 -0.88 --- --- ---
PIMCO US Dividend Institutional PVDIX -2.17 0.20 -0.70 --- --- ---
PIMCO US Dividend P PVDPX -2.18 0.18 -0.72 --- --- ---
Principal LargeCap Value P PVFPX -1.33 -0.87 -2.10 --- --- ---
Principal LargeCap Value Inst PVLIX -1.33 -0.79 -2.02 8.50 15.07 13.41
Principal LargeCap Value J PVLJX -1.35 -0.88 -2.13 8.06 14.53 12.84
Power Dividend Index A PWDAX -2.84 -1.97 -3.59 8.57 --- ---
Power Dividend Index A Load Waived PWDAX.LW -2.84 -1.97 -3.59 8.57 --- ---
Power Dividend Index C PWDCX -2.93 -2.15 -3.72 --- --- ---
Power Dividend Index I PWDIX -2.92 -1.97 -3.63 8.77 --- ---
Pioneer Equity Income Y PYEQX -0.77 0.66 -0.57 12.24 14.82 14.66
Payden Equity Income Adviser PYVAX -1.19 1.22 -0.03 12.27 13.47 ---
Payden Equity Income PYVLX -1.19 1.29 0.01 12.51 13.74 13.92
Payden Equity Income SI PYVSX -1.19 1.29 0.04 --- --- ---
JHancock Classic Value A PZFVX -2.44 -2.36 -3.49 7.92 14.74 11.41
JHancock Classic Value A Load Waived PZFVX.LW -2.44 -2.36 -3.49 7.92 14.74 11.41
Federated MDT All Cap Core A QAACX -1.40 0.69 -0.47 11.62 18.01 14.36
Federated MDT All Cap Core A LW QAACX.LW -1.40 0.69 -0.47 11.62 18.01 14.36
Federated MDT All Cap Core C QCACX -1.47 0.48 -0.67 10.75 17.10 13.46
AQR Large Cap Multi-Style L QCELX -1.40 1.01 -0.35 13.73 --- ---
AQR Large Cap Multi-Style N QCENX -1.48 0.94 -0.43 13.44 --- ---
AQR Large Cap Multi-Style R6 QCERX -1.47 1.01 -0.35 --- --- ---
EquityCompass Quality Dividend A QDVAX -1.72 -1.21 -2.62 10.71 --- ---
EquityCompass Quality Dividend A LW QDVAX.LW -1.72 -1.21 -2.62 10.71 --- ---
EquityCompass Quality Dividend C QDVCX -1.80 -1.38 -2.82 9.89 --- ---
Federated MDT All Cap Core Instl QIACX -1.38 0.73 -0.41 11.96 18.33 14.67
Federated MDT All Cap Core R QKACX -1.46 0.56 -0.60 11.12 17.48 13.82
Queens Road Value QRVLX -1.94 -1.20 -2.57 8.89 13.18 11.24
AQR TM Large Cap Multi-Style L QTLLX -1.67 --- --- --- --- ---
AQR TM Large Cap Multi-Style N QTLNX -1.67 --- --- --- --- ---
AQR TM Large Cap Multi-Style R6 QTLRX -1.67 --- --- --- --- ---
Schwartz Value RCMFX -4.74 -4.67 -4.99 -10.47 3.45 6.06
Columbia Large Value Quantitative C RDCCX -2.31 -1.17 -2.61 11.86 15.59 13.79
Columbia Diversified Equity Income R RDEIX -2.23 -1.10 -2.37 8.88 13.65 11.41
Columbia Diversified Equity Income R4 RDERX -2.17 -0.98 -2.24 9.46 14.14 11.78
Columbia Global Equity Value C REVCX -2.34 0.07 -1.34 6.22 11.51 9.87
Columbia Global Equity Value R REVRX -2.35 0.19 -1.21 6.78 12.08 10.40
City National Rochdale Div & Inc N RIMHX -1.08 -0.13 -1.56 9.42 11.15 11.66
Columbia Large Value Quantitative A RLCAX -2.26 -1.04 -2.46 12.65 16.47 14.67
Columbia Large Value Quantitative A LW RLCAX.LW -2.26 -1.04 -2.46 12.65 16.47 14.67
Columbia Large Value Quantitative R RLCOX -2.26 -1.04 -2.46 12.36 16.16 14.38
Columbia Large Value Quantitative W RLCWX -2.35 -1.04 -2.45 12.58 16.42 14.63
Columbia Large Value Quantitative K RLCYX -2.25 -0.93 -2.35 12.86 16.61 14.81
American Funds American Mutual R2E RMEBX -1.68 -0.31 -1.84 --- --- ---
American Funds American Mutual R1 RMFAX -1.76 -0.47 -2.02 10.60 13.52 12.10
American Funds American Mutual R2 RMFBX -1.72 -0.44 -1.99 10.63 13.55 12.11
American Funds American Mutual R3 RMFCX -1.73 -0.37 -1.89 11.10 14.04 12.63
American Funds American Mutual R4 RMFEX -1.67 -0.26 -1.80 11.46 14.39 12.97
American Funds American Mutual R5 RMFFX -1.67 -0.21 -1.75 11.78 14.74 13.30
American Funds American Mutual R6 RMFGX -1.66 -0.21 -1.71 11.86 14.79 13.37
T. Rowe Price Equity Income R RRFDX -2.88 -1.96 -3.14 4.65 12.31 10.99
Columbia Dividend Opportunity R5 RSDFX -2.86 -0.71 -2.56 8.36 12.82 13.72
Columbia Diversified Equity Income R5 RSEDX -2.14 -0.95 -2.21 9.58 14.40 12.14
Columbia Global Equity Value R4 RSEVX -2.30 0.31 -1.09 7.27 12.55 10.83
Columbia Global Equity Value R5 RSEYX -2.36 0.27 -1.14 7.35 12.73 11.10
Columbia Dividend Opportunity I RSOIX -2.85 -0.81 -2.55 8.41 12.83 13.74
Columbia Dividend Opportunity R RSOOX -2.91 -0.97 -2.71 7.74 12.09 12.98
Columbia Dividend Opportunity K RSORX -2.92 -0.88 -2.62 7.98 12.51 13.42
ASTON/Cornerstone Large Cap Value N RVALX -3.93 -6.32 -7.53 1.00 10.33 10.89
American Funds Washington Mutual R2E RWEBX -1.95 -0.08 -1.41 --- --- ---
American Funds Washington Mutual R1 RWMAX -2.02 -0.23 -1.57 9.62 14.27 13.19
American Funds Washington Mutual R2 RWMBX -1.99 -0.20 -1.54 9.69 14.32 13.23
American Funds Washington Mutual R3 RWMCX -1.98 -0.13 -1.46 10.14 14.77 13.70
American Funds Washington Mutual R4 RWMEX -1.96 -0.06 -1.39 10.46 15.12 14.05
American Funds Washington Mutual R5 RWMFX -1.93 0.02 -1.31 10.79 15.47 14.39
American Funds Washington Mutual R6 RWMGX -1.94 0.03 -1.30 10.84 15.52 14.45
SA US Value SABTX -2.45 -0.58 -1.61 7.88 17.08 13.87
ClearBridge Large Cap Value I SAIFX -1.99 -0.66 -1.95 10.63 15.44 13.65
Barrett Opportunity SAOPX -2.44 -1.31 -2.80 6.20 11.79 8.60
Symons Value Institutional SAVIX -1.89 -1.19 -2.92 3.09 8.86 8.75
Invesco Low Volatility Equity Yield B SBCUX -1.27 -1.18 -2.85 6.96 11.73 10.59
ClearBridge Equity Income C SBPLX -2.43 -1.60 -3.01 9.74 12.58 12.40
Invesco Low Volatility Equity Yield A SCAUX -1.25 -0.97 -2.71 7.80 12.55 11.43
Invesco Low Volatility Equity Yield A LW SCAUX.LW -1.25 -0.97 -2.71 7.80 12.55 11.43
Invesco Low Volatility Equity Yield Y SCAYX -1.27 -0.99 -2.64 8.06 12.84 11.68
Invesco Low Volatility Equity Yield C SCCUX -1.28 -1.18 -2.86 7.07 11.75 10.55
Invesco Low Volatility Equity Yield R5 SCIUX -1.23 -0.96 -2.60 8.22 12.99 11.77
Schneider Value SCMLX -2.80 -2.59 -2.95 0.18 12.16 7.47
Invesco Low Volatility Equity Yield Inv SCNUX -1.34 -1.06 -2.70 7.79 12.56 11.40
Invesco Low Volatility Equity Yield R SCRUX -1.32 -1.04 -2.79 7.56 12.30 11.13
Stock Dividend SDIVX -4.51 -2.02 -3.58 -3.02 9.00 11.20
Snow Capital Dividend Plus A SDPAX -2.23 0.74 0.12 7.26 --- ---
Snow Capital Dividend Plus A LW SDPAX.LW -2.23 0.74 0.12 7.26 --- ---
Snow Capital Dividend Plus I SDPIX -2.23 0.82 0.16 7.52 --- ---
SunAmerica Select Dividend Growth A SDVAX -2.07 0.14 -1.00 --- --- ---
SunAmerica Select Dividend Growth A LW SDVAX.LW -2.07 0.14 -1.00 --- --- ---
SunAmerica Select Dividend Growth C SDVCX -2.15 0.00 -1.20 --- --- ---
Wells Fargo Advantage Large Co Value Inv SDVIX -0.65 0.56 -0.59 8.16 14.10 11.19
SunAmerica Select Dividend Growth W SDVWX -2.10 0.17 -0.97 --- --- ---
Guggenheim Large Cap Value B SECBX -1.68 -0.66 -1.81 6.71 13.64 11.08
Guggenheim Large Cap Value A SECIX -1.68 -0.70 -1.84 6.46 13.36 10.76
Guggenheim Large Cap Value A LW SECIX.LW -1.68 -0.70 -1.84 6.46 13.36 10.76
Guggenheim Large Cap Value C SEGIX -1.75 -0.87 -2.04 5.68 12.51 9.93
SEI Large Cap Value I (SIMT) SEUIX -1.61 0.32 -0.79 9.89 15.59 13.26
SEI US Managed Volatility I (SIMT) SEVIX -0.64 1.86 0.44 15.47 17.07 15.55
Schwab Fdmtl US Lg Co Idx SFLNX -2.06 -0.59 -1.81 10.98 15.99 13.88
Snow Capital Focused Value A SFOAX -2.26 -3.47 -3.95 6.27 --- ---
Snow Capital Focused Value A LW SFOAX.LW -2.26 -3.47 -3.95 6.27 --- ---
Snow Capital Focused Value I SFOIX -2.22 -3.38 -3.86 6.57 --- ---
SunAmerica Strategic Value A SFVAX -2.09 -0.53 -1.87 12.49 15.25 12.59
SunAmerica Strategic Value A LW SFVAX.LW -2.09 -0.53 -1.87 12.49 15.25 12.59
SunAmerica Strategic Value C SFVTX -2.17 -0.73 -2.09 11.74 14.47 11.83
Snow Capital Infl Advtgd Equities A SIAAX -3.63 -1.86 -2.56 5.56 --- ---
Snow Capital Infl Advtgd Equities A LW SIAAX.LW -3.63 -1.86 -2.56 5.56 --- ---
Snow Capital Infl Advtgd Equities I SIAIX -3.63 -1.78 -2.52 5.81 --- ---
ClearBridge Large Cap Value A SINAX -2.02 -0.73 -2.05 10.25 15.07 13.32
ClearBridge Large Cap Value A LW SINAX.LW -2.02 -0.73 -2.05 10.25 15.07 13.32
ClearBridge Large Cap Value C SINOX -2.11 -0.93 -2.25 9.36 14.16 12.46
Skybridge Dividend Value A SKYAX -1.17 4.28 2.58 --- --- ---
Skybridge Dividend Value A Load Waived SKYAX.LW -1.17 4.28 2.58 --- --- ---
Skybridge Dividend Value C SKYCX -1.26 4.00 2.33 --- --- ---
Skybridge Dividend Value I SKYIX -1.17 4.28 2.56 --- --- ---
Columbia Select Large-Cap Value A SLVAX -3.01 -1.31 -2.34 7.61 15.10 13.69
Columbia Select Large-Cap Value A LW SLVAX.LW -3.01 -1.31 -2.34 7.61 15.10 13.69
Columbia Select Large-Cap Value B SLVBX -3.05 -1.50 -2.51 6.79 14.25 12.84
Columbia Select Large-Cap Value R5 SLVIX -2.96 -1.27 -2.23 7.97 15.51 14.11
Columbia Select Large-Cap Value R SLVRX -3.01 -1.37 -2.37 7.35 14.84 13.41
Columbia Select Large-Cap Value K SLVTX -2.97 -1.32 -2.28 7.70 15.24 13.83
Snow Capital Opportunity A SNOAX -2.40 -3.87 -4.42 1.65 15.20 9.85
Snow Capital Opportunity A Load Waived SNOAX.LW -2.40 -3.87 -4.42 1.65 15.20 9.85
Snow Capital Opportunity C SNOCX -2.42 -4.01 -4.58 0.96 14.40 9.10
Snow Capital Opportunity I SNOIX -2.38 -3.81 -4.36 1.91 15.51 10.13
ClearBridge Equity Income A SOPAX -2.35 -1.43 -2.83 10.53 13.42 13.26
ClearBridge Equity Income A Load Waived SOPAX.LW -2.35 -1.43 -2.83 10.53 13.42 13.26
ClearBridge Equity Income B SOPTX -2.39 -1.61 -3.02 9.68 12.60 12.63
ClearBridge Equity Income I SOPYX -2.34 -1.35 -2.72 10.87 13.79 13.61
Snow Capital Market Plus A SPLAX -2.40 -3.10 -3.93 6.81 --- ---
Snow Capital Market Plus A Load Waived SPLAX.LW -2.40 -3.10 -3.93 6.81 --- ---
Snow Capital Market Plus I SPLIX -2.36 -3.02 -3.84 7.11 --- ---
Sound Shore Investor SSHFX -2.29 0.45 -0.85 10.21 18.00 13.96
Sound Shore Institutional SSHVX -2.27 0.49 -0.81 10.40 --- ---
RidgeWorth Large Cap Value Equity I STVTX -2.59 -2.36 -3.67 8.58 15.08 13.20
RidgeWorth Large Cap Value Equity IS STVZX -2.64 -2.36 -3.66 --- --- ---
SEI US Managed Volatility Y (SIMT) SUSYX -0.58 1.98 --- --- --- ---
Prudential Strategic Value A SUVAX -1.96 -2.22 -3.39 8.62 14.69 12.20
Prudential Strategic Value A LW SUVAX.LW -1.96 -2.22 -3.39 8.62 14.69 12.20
Prudential Strategic Value B SUVBX -1.99 -2.34 -3.50 7.84 13.84 11.38
Prudential Strategic Value C SUVCX -1.99 -2.34 -3.50 7.84 13.85 11.37
Prudential Strategic Value Z SUVZX -1.92 -2.12 -3.27 8.97 15.00 12.50
Federated Strategic Value Dividend A SVAAX -1.50 0.69 -1.32 8.75 12.80 13.06
Federated Strategic Value Dividend A LW SVAAX.LW -1.50 0.69 -1.32 8.75 12.80 13.06
Federated Strategic Value Dividend C SVACX -1.66 0.40 -1.60 7.94 11.96 12.17
Federated Strategic Value Dividend Instl SVAIX -1.50 0.73 -1.28 8.99 13.03 13.34
RidgeWorth Large Cap Value Equity C SVIFX -2.73 -2.61 -3.95 7.72 14.16 12.18
RidgeWorth Large Cap Value Equity A SVIIX -2.61 -2.44 -3.76 8.25 14.77 12.88
RidgeWorth Large Cap Value Equity A LW SVIIX.LW -2.61 -2.44 -3.76 8.25 14.77 12.88
Columbia Select Large-Cap Value C SVLCX -3.05 -1.50 -2.47 6.85 14.26 12.85
SEI US Managed Volatility A (SIMT) SVOAX -0.64 1.92 0.49 15.73 17.35 15.82
SEI US Managed Volatility A (SIIT) SVYAX -0.41 2.18 0.86 4.73 13.93 14.08
Schwab Dividend Equity SWDSX -1.33 0.29 -0.93 11.26 14.85 13.36
Target Large Capitalization Value T TALVX -2.39 -0.61 -1.98 11.41 16.41 12.86
Covered Bridge A TCBAX -2.33 -0.49 -1.56 3.73 --- ---
Covered Bridge A Load Waived TCBAX.LW -2.33 -0.49 -1.56 3.73 --- ---
Covered Bridge I TCBIX -2.23 -0.30 -1.40 4.10 --- ---
TIAA-CREF Large-Cap Value Retail TCLCX -1.02 0.75 -0.40 9.55 15.57 12.54
Transamerica Dividend Focused A TDFAX -1.18 -0.28 -1.48 7.87 --- ---
Transamerica Dividend Focused A LW TDFAX.LW -1.18 -0.28 -1.48 7.87 --- ---
Transamerica Dividend Focused C TDFCX -1.22 -0.39 -1.59 7.04 --- ---
Transamerica Dividend Focused I TDFIX -1.14 -0.24 -1.37 8.13 --- ---
TDAM US Equity Shareholder Yld Adv TDUEX -2.39 -1.01 -2.74 12.41 --- ---
TDAM US Equity Shld Yld Instl TDUIX -2.39 -1.01 -2.74 12.41 --- ---
Franklin Mutual Shares C TEMTX -1.47 1.96 0.82 8.15 12.82 10.09
Franklin Mutual Shares A TESIX -1.45 2.12 1.01 8.91 13.60 10.86
Franklin Mutual Shares A Load Waived TESIX.LW -1.45 2.12 1.01 8.91 13.60 10.86
Franklin Mutual Shares R TESRX -1.46 2.06 0.95 8.68 13.38 10.64
TIAA-CREF Enh Lg Cp Val Idx Inst TEVIX -1.35 0.00 -1.16 9.91 15.13 12.94
TCW Relative Value Dividend Apprec I TGDFX -2.76 -1.22 -2.46 9.11 15.83 14.38
TCW Relative Value Large Cap I TGDIX -2.78 -0.93 -2.10 9.80 16.10 13.80
TCW Relative Value Large Cap N TGDVX -2.79 -0.98 -2.19 9.52 15.83 13.52
TCW Relative Value Dividend Apprec N TGIGX -2.77 -1.26 -2.59 8.79 15.50 14.02
T. Rowe Price Instl Large Cap Value TILCX -2.02 -1.12 -2.35 10.63 16.80 13.51
TIAA-CREF Large-Cap Value Idx Inst TILVX -1.97 -1.30 -2.52 10.20 15.99 13.60
Thrivent Large Cap Value I TLVIX -1.85 -0.49 -1.84 7.16 14.55 12.02
Target Large Capitalization Value R TLVRX -2.46 -0.73 -2.10 10.85 15.85 12.31
Consulting Group Large Cap Value Equity TLVUX -2.68 -1.66 -2.90 6.47 13.07 12.11
SEI Tax-Managed Mgd Volatility A (SIMT) TMMAX -0.62 1.77 0.29 15.32 16.46 15.32
Torray TORYX -2.63 -1.55 -2.61 9.54 13.59 12.03
Touchstone Premium Yield Equity A TPYAX -1.13 0.29 -1.07 9.71 11.05 12.74
Touchstone Premium Yield Equity A LW TPYAX.LW -1.13 0.29 -1.07 9.71 11.05 12.74
Touchstone Premium Yield Equity C TPYCX -1.19 0.11 -1.32 8.82 10.24 11.89
Touchstone Premium Yield Equity Y TPYYX -1.11 0.36 -1.10 9.90 11.36 12.98
TIAA-CREF Large-Cap Value Premier TRCPX -1.04 0.73 -0.39 9.68 15.78 12.73
TIAA-CREF Large-Cap Value Idx Retire TRCVX -1.94 -1.34 -2.54 9.99 15.73 13.33
Transamerica Dividend Focused I2 TRDIX -1.19 -0.22 -1.41 8.15 --- ---
TIAA-CREF Large-Cap Value Retire TRLCX -1.04 0.73 -0.39 9.60 15.68 12.62
TIAA-CREF Large-Cap Value Instl TRLIX -0.99 0.78 -0.33 9.88 15.96 12.91
SEI Large Cap Value A (SIMT) TRMVX -1.57 0.40 -0.71 10.13 15.85 13.50
T. Rowe Price Value TRVLX -1.11 0.29 -0.94 11.48 18.27 14.94
TS&W Equity Institutional TSWEX -1.54 -0.07 -1.47 7.78 12.67 9.73
Touchstone Value A TVLAX -1.73 -0.21 -1.52 8.91 14.48 12.40
Touchstone Value A Load Waived TVLAX.LW -1.73 -0.21 -1.52 8.91 14.48 12.40
Touchstone Value C TVLCX -1.73 -0.31 -1.69 8.12 --- ---
Touchstone Value Institutional TVLIX -1.72 -0.10 -1.41 9.32 14.93 12.82
Touchstone Value Y TVLYX -1.72 -0.10 -1.46 9.17 14.81 12.69
American Century Value A TWADX -2.47 -1.34 -2.47 9.43 14.61 12.50
American Century Value A Load Waived TWADX.LW -2.47 -1.34 -2.47 9.43 14.61 12.50
American Century Equity Income A TWEAX -1.42 -0.52 -1.64 9.13 11.73 10.86
American Century Equity Income A LW TWEAX.LW -1.42 -0.52 -1.64 9.13 11.73 10.86
American Century Equity Income Inv TWEIX -1.37 -0.47 -1.60 9.41 12.01 11.14
Transamerica Large Cap Value A TWQAX -2.06 1.70 0.57 11.00 16.27 ---
Transamerica Large Cap Value A LW TWQAX.LW -2.06 1.70 0.57 11.00 16.27 ---
Transamerica Large Cap Value C TWQCX -2.15 1.54 0.41 10.21 15.51 ---
Transamerica Large Cap Value I TWQIX -2.07 1.68 0.64 11.23 16.68 ---
Transamerica Large Cap Value I2 TWQZX -2.04 1.70 0.66 11.37 16.78 ---
American Century Value Inv TWVLX -2.31 -1.17 -2.42 9.69 14.94 12.81
USAA Value Adviser UAVAX -1.56 0.75 -0.44 8.67 14.32 ---
USAA Value Institutional UIVAX -1.51 0.85 -0.34 9.03 14.86 13.00
Union Street Partners Value C USPCX -3.39 -0.84 -2.12 4.77 11.48 ---
Union Street Partners Value A USPVX -3.33 -0.68 -1.99 5.46 12.28 ---
Union Street Partners Value A LW USPVX.LW -3.33 -0.68 -1.99 5.46 12.28 ---
USAA Value UVALX -1.50 0.79 -0.39 8.87 14.70 12.82
VALIC Company II Large Cap Value VACVX -1.68 0.44 -0.82 10.16 16.29 12.97
Valley Forge VAFGX -2.97 -0.76 -0.51 -19.34 1.55 4.02
Al Frank Adv VALAX -2.41 -0.24 -1.48 4.24 14.17 12.73
Al Frank Dividend Value Inv VALDX -2.58 0.00 -1.34 3.35 12.79 11.64
Al Frank Dividend Value Adv VALEX -2.52 0.00 -1.35 3.65 13.06 11.91
Al Frank Inv VALUX -2.38 -0.28 -1.48 4.02 13.90 12.47
VALIC Company I Value VAVAX -1.31 0.49 -0.75 11.63 14.98 13.13
VALIC Company I Broad Cap Value Income VBCVX -1.28 0.96 -0.22 8.78 14.96 13.04
VALIC Company I Core Equity VCCEX -1.93 0.27 -0.82 10.93 14.76 12.79
VALIC Company I Dividend Value VCIGX -1.82 -0.04 -1.37 10.14 13.84 13.52
Vanguard Equity-Income Inv VEIPX -1.90 -0.45 -1.96 9.86 14.67 14.79
Vanguard Equity-Income Adm VEIRX -1.91 -0.44 -1.94 9.93 14.77 14.88
Federated Clover Value A VFCAX -1.22 1.17 -0.06 6.85 14.73 12.03
Federated Clover Value A Load Waived VFCAX.LW -1.22 1.17 -0.06 6.85 14.73 12.03
Federated Clover Value B VFCBX -1.32 0.96 -0.28 6.04 13.90 11.22
Federated Clover Value C VFCCX -1.28 1.00 -0.24 6.04 13.91 11.22
Federated Clover Value Instl VFCIX -1.22 1.25 0.01 7.11 15.04 12.31
Federated Clover Value R VFCKX -1.27 1.08 -0.14 6.62 14.50 11.75
Vanguard High Dividend Yield Index Inv VHDYX -2.69 -0.83 -2.51 11.70 15.13 14.71
Vanguard Value Index Inv VIVAX -2.04 -1.06 -2.42 10.39 15.55 13.27
Vanguard Value Index I VIVIX -2.00 -0.99 -2.35 10.59 15.73 13.46
Vanguard Mega Cap Value Index I VMVLX -2.11 -1.43 -2.83 9.97 15.25 13.06
Vantagepoint Equity Income Investor VPEIX -2.37 -0.50 -1.69 7.39 13.09 11.68
Vantagepoint Equity Income T VQEIX -2.37 -0.50 -1.69 7.59 --- ---
Vanguard Russell 1000 Value Index I VRVIX -1.92 -1.30 -2.52 10.22 16.05 ---
Vanguard S&P 500 Value Index Instl VSPVX --- --- --- --- --- ---
Vanguard US Value Inv VUVLX -1.29 -0.23 -1.40 11.35 17.68 15.05
Vanguard Value Index Adm VVIAX -2.00 -0.99 -2.36 10.58 15.72 13.44
Invesco Value Opp A VVOAX -2.50 -1.23 -2.17 4.77 12.89 11.21
Invesco Value Opp A Load Waived VVOAX.LW -2.50 -1.23 -2.17 4.77 12.89 11.21
Invesco Value Opp B VVOBX -2.47 -1.25 -2.20 4.77 12.91 11.09
Invesco Value Opp C VVOCX -2.56 -1.40 -2.36 4.03 12.10 10.45
Invesco Value Opp Y VVOIX -2.44 -1.10 -2.11 5.03 13.22 11.51
Invesco Value Opp R5 VVONX -2.44 -1.10 -2.04 5.24 13.46 ---
Invesco Value Opp R VVORX -2.51 -1.30 -2.24 4.50 12.61 ---
Vanguard Windsor™ II Admiral™ VWNAX -2.05 -0.42 -1.82 9.16 14.58 12.75
Vanguard Windsor™ Inv VWNDX -1.05 1.07 -0.05 11.11 17.56 14.08
Vanguard Windsor™ Admiral™ VWNEX -1.05 1.11 0.00 11.20 17.68 14.21
Vanguard Windsor™ II Inv VWNFX -2.06 -0.43 -1.82 9.08 14.49 12.66
TETON Westwood Equity A WEECX -0.76 0.77 -0.53 10.88 14.07 11.58
TETON Westwood Equity A Load Waived WEECX.LW -0.76 0.77 -0.53 10.88 14.07 11.58
TETON Westwood Equity I WEEIX -0.76 0.85 -0.38 11.44 14.52 12.05
TETON Westwood Income A WEIAX -2.34 0.31 -0.99 7.29 10.94 10.36
TETON Westwood Income A Load Waived WEIAX.LW -2.34 0.31 -0.99 7.29 10.94 10.36
TETON Westwood Income C WEICX -2.40 0.16 -1.13 6.73 10.39 9.79
TETON Westwood Equity C WEQCX -0.87 0.64 -0.71 10.28 13.45 10.98
TETON Westwood Income I WESIX -2.29 0.36 -0.90 7.78 11.48 10.90
TETON Westwood Income AAA WESRX -2.27 0.39 -0.96 7.60 11.19 10.62
TETON Westwood Equity AAA WESWX -0.76 0.77 -0.46 11.12 14.29 11.82
Wells Fargo Advantage Large Co Value C WFLVX -0.68 0.42 -0.74 7.41 13.32 10.45
Westwood LargeCap Value Institutional WHGLX -0.67 0.93 -0.34 11.59 14.95 12.33
Wasatch Large Cap Value Institutional WILCX -2.23 -0.82 -2.02 5.36 10.09 ---
Wells Fargo Advantage Large Co Value A WLCAX -0.65 0.53 -0.59 8.20 14.18 11.28
Wells Fargo Advantage Large Co Valu A LW WLCAX.LW -0.65 0.53 -0.59 8.20 14.18 11.28
Wells Fargo Advantage Large Co Value I WLCIX -0.62 0.69 -0.49 8.69 14.73 11.79
Wilshire Large Company Value Instl WLCVX -1.73 -1.18 -2.18 8.68 15.21 12.56
William Blair Large Cap Value N WLVNX -2.52 -1.79 -2.95 5.49 13.00 ---
American Funds Washington Mutual F2 WMFFX -1.94 0.01 -1.34 10.73 15.41 14.33
WP Large Cap Income Plus Institutional WPLCX -4.34 -1.96 -4.05 -5.39 --- ---
American Funds Washington Mutual B WSHBX -2.01 -0.21 -1.56 9.70 14.32 13.23
American Funds Washington Mutual C WSHCX -2.01 -0.22 -1.55 9.66 14.27 13.19
American Funds Washington Mutual F1 WSHFX -1.94 -0.04 -1.39 10.45 15.11 14.03
Waddell & Reed Value A WVAAX -2.75 -2.93 -3.46 6.84 14.70 11.70
Waddell & Reed Value A Load Waived WVAAX.LW -2.75 -2.93 -3.46 6.84 14.70 11.70
Waddell & Reed Value B WVABX -2.86 -3.17 -3.73 5.64 13.37 10.41
Waddell & Reed Value C WVACX -2.87 -3.12 -3.67 5.88 13.68 10.69
Waddell & Reed Value Y WVAYX -2.74 -2.80 -3.33 7.15 15.14 12.16
Wells Fargo Advantage Large Co Value Adm WWIDX -0.66 0.64 -0.53 8.48 14.47 11.57
Westwood LargeCap Value A WWLAX -0.67 0.84 -0.44 11.32 14.69 12.04
Westwood LargeCap Value A Load Waived WWLAX.LW -0.67 0.84 -0.44 11.32 14.69 12.04
Zacks Dividend Investor ZDIVX -2.57 -2.11 -3.47 6.88 --- ---
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