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.
- 1970-1978: Stock Index Calculator , S
- 1979-1992: Russell 1000 Value TR USD, P
- 1993+: Vanguard Value Index Fund (VIVAX), P