Large Cap Value



Large cap value funds invest in large companies  with market caps of greater than $10 billion that may be temporarily undervalued by investors.

Note that “value” is somewhat subjective and can be determined by a variety of measures, so be sure to understand how your particular fund selects companies for the index.

One interesting quality of large cap value is that it weathered the 70’s noticeably better than its large cap blend and growth alternatives.  Whether that is repeatable is anyone’s guess, but it’s something to consider when looking for good options during tough times.

Index Funds

Portfolios with Large Cap Value assets