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11 Top-Performing Large-Value Funds

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Thu, Jan 18, 2024 08:13 PM

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Plus: Which investments to keep out of your taxable account, 3 excellent Vanguard funds for the long

Plus: Which investments to keep out of your taxable account, 3 excellent Vanguard funds for the long term, and more. [Morningstar](?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_fundspy&utm_content=51168&elqTrackId=302725d38e364582bd85d73a6de5db7a&elq=ccff2077f5c042ef9e4b02c6838683ae&elqaid=51168&elqat=1&elqCampaignId=25679) [Fund Spy] Fund Spy January 18, 2024 [11 Top-Performing Large-Value Funds]( Dodge & Cox, Oakmark, and Vanguard are among the 11 funds we found with the best returns. Kumudini Devalla [Find Out More]( Share: [facebook]( [twitter]( [linkedin]( ADVERTISEMENT [media]( [media] [3 Excellent Vanguard Funds for the Long Term]( Elevate your portfolio with these Gold-rated gems. [Watch Today]( [Which Investments to Keep Out of Your Taxable Account]( Sizable mutual fund capital gains distributions illustrate a simple fact: Some investments are structurally a poor fit for taxable accounts. [Find Out Now]( [It’s Official: Passive Funds Overtake Active Funds]( But the recovery of U.S. fund flows was weak in 2023. [Read Now]( [Why We Upgraded This Vanguard Fund]( How a new manager earned our confidence and other recent Morningstar Medalist Rating highlights. [Learn More]( [U.S. Sustainable Funds Register First Annual Outflows in 2023]( Mediocre performance weighed on investor sentiment last year. [Find Out More]( [American Funds’ Target-Date Mutual Fund Flows Lead the Way in 2023]( This series raked in the most net contributions for the second year in a row, topping Fidelity and Vanguard. [Check It Out]( Evaluate Like an Analyst With Morningstar Investor Understand stocks from all angles with Morningstar Investor's powerful––and proven––investment ratings and research. Find and compare stocks using our comprehensive valuation and performance metrics and get our continuous, unbiased take on thousands of companies. Investor is your one-stop shop for making better investment decisions. [Start your free trial today](. Stay connected: [twitter]( [facebook]( [linkedin]( [instagram]( [YouTube]( [Apple News]( [View online]( | [See all newsletters]( | [Share your feedback]( [Unsubscribe]( from this newsletter. Or update your [email preferences](. © 2024 Morningstar, Inc. All Rights Reserved. 22 W. Washington St. Chicago, IL 60602

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