Consumer sentiment improved in June as the Iran conflict drew to a close, but inflationary pressures remain a concern. The University of Michigan's preliminary consumer sentiment index rose 9% to 48.9, the first increase in three months, coinciding with a decline in energy prices after the United States announced a peace agreement with Iran and the Strait of Hormuz reopened. Despite the uptick, sentiment remains below levels seen during the COVID-19 pandemic and recent high-inflation periods. Given ongoing economic uncertainty, investors may consider large-cap value funds such as Federated Hermes MDT Large Cap Value Svc FSTKX, Northern Income Equity NOIEX, and Dodge & Cox Stock I DODGX. FSTKX has 3-year and 5-year annualized returns of 24% and 13.5% with a 0.98% expense ratio, NOIEX has returns of 23.8% and 14.3% with a 0.49% expense ratio, and DODGX has returns of 16.5% and 8.9% with a 0.51% expense ratio.