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Value Fund
(redirected from Value Stock Funds)

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Value Fund
A mutual fund that invests predominantly or exclusively in stocks that have a great deal of growth potential. These stocks may be undervalued and have an exceptionally low P/E ratio. Likewise, these stocks may pay dividends on a regular basis.

Value fund. When a mutual fund manager buys primarily undervalued stocks for the fund's portfolio with the expectation that these stocks will increase in price, that fund is described as a value fund.

A value fund may be limited to stocks of a certain size, such as those included in a small-cap value fund, or it may include undervalued stocks with different levels of capitalization.



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size and value stock funds sold to individual investors, the average excess fee markup for size and value is 80 basis points, and the average excess fee markup for enhanced size and value is 117 basis points.
 
 
 
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