Saxo Group Videos

Morningstar: Why investors love income in large cap funds.

Large-cap domestic-equity funds are maybe not that sexy, but they still are the foundation of most portfolios. So it's important to track their performance.

David Kathman, Senior Fund Analyst at Morningstar, talks about how equity funds which focus on dividends, utilities and real estate investment trusts have been among some of the leaders so far in 2014. This is because utilities, energy, and REITs are far more prominently held by large-value funds rather than large-growth funds. In general large-value funds have been doing somewhat better than large-growth funds.

The two best performing large-cap funds this year so far are the ClearBridge Aggressive Growth and the more value positioned Oakmark Select.

01:44 minutes
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