The Allspring Special Large Cap Value Fund underperformed the Russell 1000 Value Index during the first quarter. We made modest portfolio shifts, increasing exposure to industrials and IT while ...

TCW Funds, an investment management company, released its “TCW Relative Value Large Cap Fund” Q3 2024 investor letter. In the third quarter, U.S. and European indices reached all-time highs, fueled by ...

Expenses for Institutional shares: Total 0.83%; Net, Including Investment Related Expenses (dividend expense, interest expense, acquired fund fees and expenses and certain other fund expenses) 0.75%.

Over the last 12 months, mid-cap value funds have returned 10.05%. On an annualized rate, these funds have returned 6.13% over the last three years and 12.09% over the last five. That compares with ...

The small-cap value ETFs are a great way to ready up for a return of lower rates and a value rotation. Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial ...