value fund

American

noun

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.

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

HPS’s Asset Value Fund III, in which Carriox was a sizable early investment, was expected to return 11% net of fees over its lifetime, but now is expected to return 8% to 9%, assuming everything else in the fund performs as expected.

From The Wall Street Journal

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

Definitions and idiom definitions from Dictionary.com Unabridged, based on the Random House Unabridged Dictionary, © Random House, Inc. 2023