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value fund

American  

noun

  1. a mutual fund that invests primarily in stocks that are undervalued and whose share price is likely to rise.


Etymology

Origin of value fund

First recorded in 1920–25

Example Sentences

Examples are provided to illustrate real-world usage of words in context. Any opinions expressed do not reflect the views of Dictionary.com.

Together, these make up just over 50% of its portfolio, compared with 21% for the average large value fund, according to Morningstar.

From Barron's • Apr. 17, 2026

That aforementioned Vanguard international ETF, ticker VXUS, doubles as a value fund, at 15 times this year’s earnings, and triples as a currency hedge, should the dollar continue the past year’s slide.

From Barron's • Feb. 20, 2026

Crack open an all-in-one portfolio, and you’re likely to find both a growth and a value fund for large stocks, another pair for midsize companies and still another for small stocks.

From The Wall Street Journal • Dec. 5, 2025

Massimo Baggiani of London-based Niche AM, which manages a value fund focused on electric mobility, said the deal comes at "complicated if not belligerent times" for relations between Europe and China.

From Reuters • Oct. 26, 2023

Jordan Farris, head of E.T.F. product for Nuveen, said his company’s E.T.F. aims to give investors risk and return similar to a typical value fund but with sustainability considerations factored in.

From New York Times • Oct. 14, 2022

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