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

See Examples For:

value fund

In my experience, many financial advisers do this sort of grazing, picking a growth fund from one manager and a value fund from another.

From The Wall Street Journal ● Aug. 7, 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

Infinity Q liquidated its mutual funds after the SEC found that the firm's founder and former chief investment officer, James Velissaris, made potentially unreasonable adjustments to a pricing model used to value fund investments.

From Reuters ● Nov. 10, 2022

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