Asset Class: US Large Cap Value Equities
Summary
US Large Cap Value Equities are a type of investment that focuses on buying stock in large, well-established US companies that are considered undervalued or trading at a lower price relative to their fundamentals (such as earnings or book value). This investment strategy typically seeks to capture long-term growth potential and income through dividends, while also providing diversification within a portfolio.
Asset Allocation
| Asset Class | Symbol | Weight % |
|---|---|---|
| US Large Cap Value Equities | VTV | 100.0 |
Total Return by Period
No Taxes, No Rebalancing., Last Update: Mar 11, 2025
| 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|
| -1.22% | -1.58% | -4.11% | -2.48% | 9.74% | 29.51% | 122.14% | 164.11% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 15.94% | 9.32% | -2.08% | 26.49% | 2.29% | 25.64% | -5.46% | 17.14% | 17.12% | -0.98% |
Total Return Over Time
No Taxes, No Rebalancing.
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