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Value Equity

Value Equity Funds and ETFs are mutual funds that provide exposure to value-styled stocks. Value stocks are defined as stocks trading for lower prices relative to their fundamentals, which can include earnings, dividends, sales or book value. The funds cover a wide range of market caps and sectors. They can be actively managed or passive/indexed. To find out detailed information on Value Equity Funds in the U.S. that are appropriately tagged by our analysts, click the tabs in the table below. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, number of holdings, breakdown of weights by each sector and much more. Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details about the fund managers, and other valuable information. The table can be resorted by clicking the first row of any column. Each fund may be in more than one table on our site because they usually have more than one tag associated with them; for instance, a European equity mutual fund may be tagged as “developed markets”, “equity” and “Europe”. Last Updated {{ 'now' | date: "%D" }} About this page + View less

Value Equity Funds and ETFs are mutual funds that provide exposure to value-styled stocks. Value stocks are defined as stocks trading for lower prices relative to their fundamentals, which can include earnings, dividends, sales or book value. The funds cover a wide range of market caps and sectors. They can... Value Equity Funds and ETFs are mutual funds that provide exposure to value-styled stocks. Value stocks are defined as stocks trading for lower prices relative to their fundamentals, which can include earnings, dividends, sales or book value. The funds cover a wide range of market caps and sectors. They can be actively managed or passive/indexed. To find out detailed information on Value Equity Funds in the U.S. that are appropriately tagged by our analysts, click the tabs in the table below. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, number of holdings, breakdown of weights by each sector and much more. Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details about the fund managers, and other valuable information. The table can be resorted by clicking the first row of any column. Each fund may be in more than one table on our site because they usually have more than one tag associated with them; for instance, a European equity mutual fund may be tagged as “developed markets”, “equity” and “Europe”. Last Updated 10/07/21 View more View less

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

$53.68

+0.85%

$128.12 B

1.87%

$0.99

15.61%

0.17%

$241.75

+1.20%

$94.66 B

0.74%

$1.80

25.55%

0.52%

$50.40

+0.72%

$79.99 B

1.63%

$0.82

12.98%

0.59%

$52.01

+0.91%

$62.73 B

1.27%

$0.66

15.96%

0.83%

$46.38

+1.02%

$59.57 B

1.11%

$0.51

19.78%

0.34%

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