Large Cap Value

Why Invest in Large Cap Value

Primarily invests in companies with market values greater than $10 billion that fund managers believe have been undervalued by the market. Value can be determined by a variety of measures, including price-to-earnings ratio, price-to-book ratio, debt -equity, free cash flow and PEG ratio among others. Companies are of high quality and exhibit lower volatility examples: Financials, Utilities and Consumer Staples . Sector tends to do well when markets are down but laggards in upswing . There is protection from the downside, at the cost of growth

Key indicators to consider before investing

Top 5 ETF’s by Market Capitalization 

Name of the Fund Ticker Symbol /Total AUM* Year of Inception Expense Ratio
 iShares Russell 1000 Value   IWD  05/22/2000  0.20%
 Vanguard Value ETF  VTV  01/26/2004  0.08%
 SPDR Dow Jones Industrial Average   DIA  01/14/1998  0.17%
 iShares S&P 500 Value   IVE  05/22/2000  0.18%
 PowerShares FTSE RAFI US 1000  PRF  12/19/2005  0.39%

 

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