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

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

From Barron's • Jan. 22, 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

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

The average large-cap U.S. growth fund gained 4.6%, while the average large-cap value fund gained 0.9%, according to Morningstar.

From Reuters • Sep. 30, 2021

Are you seeking a large-capitalization value fund, a small-cap growth fund, mid-cap growth and value fund, municipal bond fund, corporate bond fund, sector- or industry- specific funds, distressed asset funds?

From US News • May 17, 2016