U.S. Value Equity

U.S. value mutual funds and ETFs focus on value-styled stocks listed on... U.S. value mutual funds and ETFs focus on value-styled stocks listed on major American stock exchanges or indices (S&P 500, Dow Jones Industrial Average, NASDAQ, and Russell 2000). They tend to invest in the equities of companies that are assessed to be undervalued based on current fundamentals such as book value and earnings per share. Depending on their mandate, they may invest in equities of varying market capitalizations (small, medium, and large), sectors, as well as specific investment strategies. Value stocks tend to trade at lower valuations (price-earnings ratios, for example), than growth stocks. On one hand, value companies can be good investments if they continue to exhibit solid financial performance, or turn around struggling parts of their business. On the other hand, a value stock that loses market share or bleeds cash may significantly decline in price. U.S. value mutual funds and ETFs typically have significant exposure to the industrial, financial services, and healthcare sectors. These funds are usually appropriate for more conservative investors who aren’t comfortable with heightened levels of volatility. Last Updated: 06/04/2026 View more View less

U.S. value mutual funds and ETFs focus on value-styled stocks listed on major American stock exchanges or indices (S&P 500, Dow Jones Industrial Average, NASDAQ, and Russell 2000). They tend to invest in... U.S. value mutual funds and ETFs focus on value-styled stocks listed on major American stock exchanges or indices (S&P 500, Dow Jones Industrial Average, NASDAQ, and Russell 2000). They tend to invest in the equities of companies that are assessed to be undervalued based on current fundamentals such as book value and earnings per share. Depending on their mandate, they may invest in equities of varying market capitalizations (small, medium, and large), sectors, as well as specific investment strategies. Value stocks tend to trade at lower valuations (price-earnings ratios, for example), than growth stocks. On one hand, value companies can be good investments if they continue to exhibit solid financial performance, or turn around struggling parts of their business. On the other hand, a value stock that loses market share or bleeds cash may significantly decline in price. U.S. value mutual funds and ETFs typically have significant exposure to the industrial, financial services, and healthcare sectors. These funds are usually appropriate for more conservative investors who aren’t comfortable with heightened levels of volatility. Last Updated: 06/04/2026 View more View less