Large cap value is the subset of stocks that covers the largest companies in any given market that are also considered underpriced relative to their fundamentals.
Index Funds
Target Market
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Notes Definitions
- +SCB — Total market fund that includes small caps (85% LCB + 15% SCB)
- +EM — Global fund that includes emerging markets (~90% DEV + 10% EM)
- -CAN — Excludes Canada (or other specified country normally in the index)
- Acc — Accumulating
- Dist — Distributing
Assume there are errors and always do your own research. No listings or links are sponsored. Because they track similar indices, all funds should have similar returns before fees.
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Alternatives
Other options when no large cap value funds are available
- Large Cap Dividend Funds — Since value companies often pay dividends, funds that focus on dividends have high overlap with value funds.
- USA Large Cap Value — The US constitutes a large percentage of the total world market, and there are more factor funds available there than elsewhere.
Definition
The Portfolio Charts large cap value data tracks the largest 85% of a given market sorted by capitalization. Consistent with most index fund definitions, large cap funds also include mid cap companies. This is sometimes referred to as the “standard” index.
Some index providers define large cap blend using a company count instead of market percentages. Because of the way both methods are based on historical standards in the data, they should still be in the same ballpark.
“Value” means that the index focuses on the half of the market considered a good deal relative to company fundamentals. Even if the entire market is undervalued or overvalued, the fund will still hold the relatively undervalued half of the market.
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