Create a free account to use VizWealth

Gain access to the world’s leading investment management & performance monitoring platform

Already registered? Sign in

By creating an account you agree to our Terms of Use & Privacy Policy

Large Valueor search across All Categories

Statistics as of May 27, 2025

Search , , ,

in

Further filter by keywords:
Found total of 442 distinct funds
Download top 1000 CSV
Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense Ratio ▼TTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Value
Expense Ratio
2.21%
TTM Yield
0.0%
3yr Sharpe
0.05
YTD Return
-0.8%
3yr Return
34.5%
1yr Return
5.9%
Total Assets
$23M
6M Money Flow
-$760K
Large Value
Expense Ratio
2.05%
TTM Yield
0.0%
3yr Sharpe
0.10
YTD Return
-5.5%
3yr Return
23.0%
1yr Return
2.2%
Total Assets
$2B
6M Money Flow
$40M
Large Value
Expense Ratio
2.03%
TTM Yield
0.6%
3yr Sharpe
0.19
YTD Return
1.8%
3yr Return
22.2%
1yr Return
11.3%
Total Assets
$31M
6M Money Flow
-$206K
Large Value
Expense Ratio
2.02%
TTM Yield
0.4%
3yr Sharpe
0.49
YTD Return
0.3%
3yr Return
42.9%
1yr Return
10.9%
Total Assets
$5M
6M Money Flow
$961
Large Value
Expense Ratio
2.00%
TTM Yield
0.2%
3yr Sharpe
0.03
YTD Return
1.6%
3yr Return
16.3%
1yr Return
7.0%
Total Assets
$19M
6M Money Flow
$414K
Large Value
Expense Ratio
1.78%
TTM Yield
1.0%
3yr Sharpe
0.22
YTD Return
-1.5%
3yr Return
25.1%
1yr Return
3.7%
Total Assets
$5M
6M Money Flow
$120M
Large Value
Expense Ratio
1.71%
TTM Yield
0.5%
3yr Sharpe
0.05
YTD Return
2.5%
3yr Return
22.7%
1yr Return
11.2%
Total Assets
$20M
6M Money Flow
-$9M
Large Value
Expense Ratio
1.64%
TTM Yield
0.2%
3yr Sharpe
0.21
YTD Return
-1.1%
3yr Return
27.8%
1yr Return
8.4%
Total Assets
$20M
6M Money Flow
$6M
Large Value
Expense Ratio
1.59%
TTM Yield
0.4%
3yr Sharpe
0.04
YTD Return
-1.1%
3yr Return
14.9%
1yr Return
3.1%
Total Assets
$41M
6M Money Flow
-$3M
Large Value
Expense Ratio
1.56%
TTM Yield
0.9%
3yr Sharpe
-0.03
YTD Return
0.3%
3yr Return
9.2%
1yr Return
8.5%
Total Assets
$8M
6M Money Flow
$12M
Large Value
Expense Ratio
1.46%
TTM Yield
1.1%
3yr Sharpe
0.06
YTD Return
2.1%
3yr Return
20.8%
1yr Return
5.6%
Total Assets
$36M
6M Money Flow
$34K
Large Value
Expense Ratio
1.43%
TTM Yield
0.6%
3yr Sharpe
0.28
YTD Return
4.4%
3yr Return
28.7%
1yr Return
8.9%
Total Assets
$438M
6M Money Flow
-$44M
Large Value
Expense Ratio
1.42%
TTM Yield
0.9%
3yr Sharpe
-0.18
YTD Return
-3.4%
3yr Return
5.6%
1yr Return
3.0%
Total Assets
$493M
6M Money Flow
-$42M
Large Value
Expense Ratio
1.41%
TTM Yield
3.3%
3yr Sharpe
0.31
YTD Return
-4.9%
3yr Return
26.4%
1yr Return
5.6%
Total Assets
$344M
6M Money Flow
-$13M
Large Value
Expense Ratio
1.39%
TTM Yield
8.8%
3yr Sharpe
0.15
YTD Return
0.7%
3yr Return
24.1%
1yr Return
3.4%
Total Assets
$975M
6M Money Flow
-$108M
Large Value
Expense Ratio
1.30%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-3.1%
3yr Return
-
1yr Return
-
Total Assets
$8M
6M Money Flow
$551K
Large Value
Expense Ratio
1.27%
TTM Yield
2.5%
3yr Sharpe
-0.20
YTD Return
15.9%
3yr Return
1.9%
1yr Return
18.2%
Total Assets
$5M
6M Money Flow
$908K
Large Value
Expense Ratio
1.25%
TTM Yield
2.4%
3yr Sharpe
0.21
YTD Return
2.4%
3yr Return
22.0%
1yr Return
17.0%
Total Assets
$35M
6M Money Flow
$296K
Large Value
Expense Ratio
1.25%
TTM Yield
0.4%
3yr Sharpe
0.30
YTD Return
0.8%
3yr Return
31.8%
1yr Return
9.7%
Total Assets
$10M
6M Money Flow
-$159K
Large Value
Expense Ratio
1.24%
TTM Yield
1.4%
3yr Sharpe
0.02
YTD Return
-1.5%
3yr Return
18.6%
1yr Return
3.6%
Total Assets
$62M
6M Money Flow
-$4M
Large Value
Expense Ratio
1.22%
TTM Yield
3.1%
3yr Sharpe
0.22
YTD Return
5.0%
3yr Return
18.4%
1yr Return
9.2%
Total Assets
$284M
6M Money Flow
-$5M
Large Value
Expense Ratio
1.20%
TTM Yield
0.6%
3yr Sharpe
0.40
YTD Return
4.4%
3yr Return
27.8%
1yr Return
6.7%
Total Assets
$238M
6M Money Flow
-$15M
Large Value
Expense Ratio
1.19%
TTM Yield
0.8%
3yr Sharpe
0.17
YTD Return
1.5%
3yr Return
24.2%
1yr Return
8.9%
Total Assets
$171M
6M Money Flow
$27M
Large Value
Expense Ratio
1.15%
TTM Yield
0.8%
3yr Sharpe
0.11
YTD Return
-1.3%
3yr Return
19.7%
1yr Return
2.4%
Total Assets
$741M
6M Money Flow
-$37M
Large Value
Expense Ratio
1.15%
TTM Yield
3.9%
3yr Sharpe
0.02
YTD Return
0.9%
3yr Return
13.3%
1yr Return
4.0%
Total Assets
$600M
6M Money Flow
-$615M
Large Value
Expense Ratio
1.15%
TTM Yield
1.6%
3yr Sharpe
0.28
YTD Return
1.0%
3yr Return
26.8%
1yr Return
10.1%
Total Assets
$88M
6M Money Flow
-$165M
Large Value
Expense Ratio
1.15%
TTM Yield
0.2%
3yr Sharpe
-0.03
YTD Return
-3.2%
3yr Return
18.9%
1yr Return
1.0%
Total Assets
$75M
6M Money Flow
-$449K
Large Value
Expense Ratio
1.15%
TTM Yield
1.5%
3yr Sharpe
0.00
YTD Return
-1.3%
3yr Return
10.0%
1yr Return
-1.5%
Total Assets
$28M
6M Money Flow
-$3M
Large Value
Expense Ratio
1.12%
TTM Yield
1.0%
3yr Sharpe
0.06
YTD Return
1.1%
3yr Return
17.3%
1yr Return
5.4%
Total Assets
$706M
6M Money Flow
-$51M
Large Value
Expense Ratio
1.12%
TTM Yield
1.0%
3yr Sharpe
0.45
YTD Return
-1.6%
3yr Return
37.8%
1yr Return
7.8%
Total Assets
$260M
6M Money Flow
$33M
Large Value
Expense Ratio
1.11%
TTM Yield
0.0%
3yr Sharpe
0.30
YTD Return
1.1%
3yr Return
34.9%
1yr Return
11.6%
Total Assets
$99M
6M Money Flow
-$1M
Large Value
Expense Ratio
1.11%
TTM Yield
0.2%
3yr Sharpe
0.47
YTD Return
9.0%
3yr Return
45.3%
1yr Return
15.1%
Total Assets
$58M
6M Money Flow
$5M
Large Value
Expense Ratio
1.10%
TTM Yield
1.3%
3yr Sharpe
0.31
YTD Return
2.5%
3yr Return
30.2%
1yr Return
9.9%
Total Assets
$792M
6M Money Flow
-$9M
Large Value
Expense Ratio
1.10%
TTM Yield
1.1%
3yr Sharpe
0.73
YTD Return
-1.3%
3yr Return
50.7%
1yr Return
5.8%
Total Assets
$251M
6M Money Flow
-$43M
Large Value
Expense Ratio
1.10%
TTM Yield
1.3%
3yr Sharpe
0.36
YTD Return
-0.7%
3yr Return
26.8%
1yr Return
8.3%
Total Assets
$107M
6M Money Flow
$5M
Large Value
Expense Ratio
1.10%
TTM Yield
1.5%
3yr Sharpe
0.11
YTD Return
-0.4%
3yr Return
16.3%
1yr Return
3.2%
Total Assets
$65M
6M Money Flow
-$10M
Large Value
Expense Ratio
1.09%
TTM Yield
2.8%
3yr Sharpe
0.05
YTD Return
1.7%
3yr Return
10.8%
1yr Return
11.5%
Total Assets
$25M
6M Money Flow
$1M
Large Value
Expense Ratio
1.08%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.4%
3yr Return
-
1yr Return
9.0%
Total Assets
$12M
6M Money Flow
$2M
Large Value
Expense Ratio
1.07%
TTM Yield
2.8%
3yr Sharpe
0.14
YTD Return
1.7%
3yr Return
18.8%
1yr Return
9.9%
Total Assets
$2B
6M Money Flow
-$131M
Large Value
Expense Ratio
1.05%
TTM Yield
2.3%
3yr Sharpe
0.36
YTD Return
1.9%
3yr Return
31.0%
1yr Return
11.5%
Total Assets
$1B
6M Money Flow
-$43M
Large Value
Expense Ratio
1.05%
TTM Yield
2.2%
3yr Sharpe
0.16
YTD Return
2.2%
3yr Return
21.4%
1yr Return
10.8%
Total Assets
$116M
6M Money Flow
-$17M
Large Value
Expense Ratio
1.05%
TTM Yield
2.5%
3yr Sharpe
0.05
YTD Return
1.4%
3yr Return
14.6%
1yr Return
7.3%
Total Assets
$16M
6M Money Flow
-$82K