value fund

American  

noun

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

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Etymology

Origin of value fund

First recorded in 1920–25

Example Sentences

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

The foreign large value fund category was the fifth-best-performing category last quarter, up 6.5%, and the only diversified non-sector-specific category in the top five.

From Barron's • Jan. 8, 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

He paid all upcoming college expenses as soon as he could, he said, and moved remaining balances to a stable value fund within the 529.

From New York Times • Aug. 26, 2022