Large Cap Value Fund
A multidimensional approach to value investing
Defining value daily
Defining value daily means identifying opportunities early — and it’s a key component of the fund’s approach.
Once a year, the Russell 1000 Value Index is reconstituted to identify a value universe of companies. However, business fundamentals can change over the course of 12 months. That’s why the fund’s managers don’t wait for this index rebalance. They analyze and define the value universe every day. They use this discipline to uncover attractive stocks before they become part of the benchmarks.
Investing for consistency
The fund offers a solid track record when value is in favor, when value is out of favor, and in both up and down markets. Learn more about its track record.
Investing in dividend growers
The managers seek companies that are willing and able to increase their dividends. See the benefits of this approach.
Strategic portfolio construction
For the fund’s managers, portfolio construction goes beyond superior stock selection and downside protection. Other elements of the process can help the fund outperform its benchmark. Learn more.
Overall Morningstar Rating™
out of 1,135 funds in the Large Value category based on total return as of 04/30/23.
Get full details, including performance and holdings for this fund.Large Cap Value Fund (PEIYX)
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Past performance is no guarantee of future results. All investments involve risk, including the loss of principal. You can lose money by investing.