9 Top-Performing Large-Value Funds | Morningstar
Value investing can provide opportunities to outperform the market, but it can also lead investors into value traps. These funds are the top performers among the many options investors have to pursue a value investing strategy. To screen for the top-performing funds in this category, we looked for those with the best returns over the last one-, three-, and five-year periods. Nine funds made it through the screen.
- BNY Mellon Dynamic Value Fund DRGYX
- Fidelity High Dividend ETF FDVV
- Invesco Comstock Fund ICSFX
- Invesco RAFI US 1000 ETF PRF
- John Hancock Funds Disciplined Value Fund JDVNX
- Natixis Funds Trust II Oakmark Fund NOANX
- Oakmark Select Fund OANLX
- Schwab Fundamental US Large Company ETF FNDX
- Vanguard Windsor II Fund VWNAX
Over the last 12…