4 Best Large-Cap Value Mutual Funds To Invest In
Jack Murphy is one of the fund managers of TWQZX since 2012.
TIAA-CREF Large-Cap Value Premier (TRCPX - Free Report) seeks return over the long run primarily through growth of capital. TRCPX invests the lion’s share of its assets in equity securities of large-cap companies, which are expected to be undervalued. The fund invests in companies as defined by the fund's benchmark index, the Russell 1000 Value Index. TIAA-CREF Large-Cap Value Premier returned 21.7% in the last one year.
TRCPX has an expense ratio of 0.54% compared with the category average of 0.74%.
Principal LargeCap Value J (PVLJX - Free Report) invests the majority of its assets in equity securities of large-cap companies from the Russell 1000 Value Index. According to the index, large-cap companies are those whose market-cap ranges between $394.9 million and $634.4 billion. PVLJX seeks capital appreciation for the long run.Principal LargeCap Value J returned 12.1% in the last one year.
As of February 2017, PVLJX held 76 issues, with 5.68% of its assets invested in JPMorgan Chase & Co.
Disclosure: None.