The large cap value investment style ranks fourth out of the twelve investment styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggregation of fund ratings of all 821 funds in the style. Articles on all style and sector funds are here.
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About David Trainer
David is a distinguished investment strategist and corporate finance expert. He specializes in analyzing stocks and markets based on the true economics of business performance rather than misleading accounting data. He is author of the Chapter “Modern Tools for Valuation” in The Valuation Handbook (Wiley Finance 2010).
David's insights into the markets and his stock picks have been popular with a wide variety of media outlets. Read More Stock Pick of the Week
Special Series: Best & Worst FundsSee our series of reports on the Best & Worst Funds for every style and sector.
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Proof Is In Performance: Jan 2005 - Dec 2011 Since Inception 2011 Most Attractive 53% -7% Most Dangerous -19% 11% Most Attractive/Dangerous 76% 6% S&P 500 9% 0% Monthly Archive
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