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

Top holdings driving the value fund’s returns include Micron Technology, Intel, and Western Digital, with gains of over 35% each.

From Barron's

In 2026, the iShares value fund returned a blistering 7.2% in just three weeks.

From Barron's

The value fund’s biggest return drivers are all tech stocks—just not members of the Magnificent Seven that have gotten most of the attention for the past few years.

From Barron's

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

“I don’t think anybody should kid themselves that emerging markets are a safe haven asset now, but I think that going forward, they are much less volatile than they used to be,” says manager Paul Espinosa of the top-performing Seafarer Overseas Value fund.

From Barron's