Best Mutual Funds: Top Performing Large Cap Value Funds

Investing, Investments

NerdWallet examined all 7,000+ mutual funds that were in existence for the full decade ending December 31, 2012.  Below are the top performing large cap value funds of that ten year time period.  Past performance is not necessarily indicative of future results.

Fund Name Symbol Annual Return Annual Volatility Assets Under Management Expense Ratio
AllianceBern Equity Income AUIYX 11.23% 16% 527,756,503 0.91%
ING Corporate Leaders Trust Series LEXCX 10.69% 16% 927,921,070 0.49%
Robeco All Cap Value BPAVX 10.39% 18% 364,021,973 0.95%
Fairholme FAIRX 10.24% 22% 6,996,984,673 1.01%
Eagle Growth & Income HRCVX 9.72% 16% 344,628,380 1.12%
Diamond Hill Large Cap DHLAX 9.63% 18% 1,654,257,819 1.12%
BlackRock Equity Dividend MDDVX 9.44% 15% 24,801,350,892 0.98%
Columbia Select Large-Cap Value SLVAX 9.41% 21% 455,978,316 1.25%
Auxier Focus AUXFX 9.31% 12% 252,246,092 1.25%
Columbia Value and Restructuring UMBIX 9.08% 24% 2,502,867,505 0.94%
DFA US Large Cap Value DFLVX 8.81% 19% 8,585,245,679 0.27%
Prudential Jennison Equity Income AGOCX 8.70% 17% 2,888,473,507 1.92%
Rochdale Dividend & Income RIMHX 8.59% 13% 131,448,499 1.40%
Columbia Dividend Income GSFTX 8.44% 15% 6,964,441,671 0.75%
Columbia Diversified Equity Income ADECX 8.28% 20% 2,871,643,265 1.85%
TCW Relative Value Large Cap TGDVX 8.28% 20% 793,787,892 1.14%
Hancock Horizon Value HHGAX 8.27% 16% 160,902,660 1.28%


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