Large-Cap Value
For donors with a long-term granting time horizon, an investment in Large-Cap Value provides exposure to larger U.S. companies in market sectors that tend to grow at a slower pace than the broader market and may be temporarily undervalued by investors.
Expense Ratio
Last updated 09/30/2025
0.04%
Risk/granting time horizon
Returns
Last updated 09/30/2025
Qtr
6.06%
1 Yr
9.15%
5 Yrs
—
10 Yrs
—
Underlying funds
Benchmark
CRSP US Large-Cap Value Index
Management
Active funds focus on outperforming the market compared to a specific benchmark through a portfolio manager’s selections. Passive funds seek to mimic benchmarks by tracking an index
passive
Goal
Seeks to track the performance of CRSP US Large Cap Value Index, providing exposure to a broad range of U.S. value-oriented stocks as determined by a variety of value factors.