Top 25 Small Blend Funds Back to Top 25 Lists
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Top 25 funds are ranked by 3 year performance as of 2008-08-26
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Birmiwal Oasis BIRMX SB --- 1000 4.59 21.55 26.16 ---
Transamerica Premier Inst Sm Cp Val TPSMX SB --- 250000 8.33 18.11 --- ---
Pacific Advisors Small Cap A PASMX SB 5.75 1000 -3.08 17.47 22.81 10.52
Pacific Advisors Small Cap A LW PASMX.LW SB --- 1000 -3.08 17.47 22.81 10.52
Pacific Advisors Small Cap C PGSCX SB --- 10000 -3.84 16.52 21.83 9.32
Keeley Small Cap Value A KSCVX SB 4.50 2500 3.34 13.06 19.32 12.96
Keeley Small Cap Value A Load Waived KSCVX.LW SB --- 2500 3.34 13.06 19.32 12.96
Royce Select I Invt RYSFX SB --- 50000 4.22 12.42 14.68 ---
Lord Abbett Small-Cap Value I LRSYX SB --- 0 -2.69 12.12 16.67 14.42
Neuberger Berman Genesis Instl NBGIX SB --- 5000000 8.67 11.84 15.66 ---
Lord Abbett Small-Cap Value A LRSCX SB 5.75 1000 -2.94 11.79 16.29 14.03
Lord Abbett Small-Cap Value A LW LRSCX.LW SB --- 1000 -2.94 11.79 16.29 14.03
Lord Abbett Small-Cap Value P LRSPX SB --- 0 -3.11 11.63 16.15 ---
Neuberger Berman Genesis Inv NBGNX SB --- 1000 8.40 11.60 15.42 13.71
Neuberger Berman Genesis Tr NBGEX SB --- 1000 8.41 11.56 15.37 13.66
Royce Value Svc RYVFX SB --- 2000 1.81 11.38 17.10 ---
Neuberger Berman Genesis Adv NBGAX SB --- 1000 8.10 11.26 15.06 13.38
Lord Abbett Small-Cap Value C LSRCX SB --- 1000 -3.61 11.03 15.52 13.31
Lord Abbett Small-Cap Value B LRSBX SB --- 1000 -3.62 11.02 15.51 13.29
Transamerica Small/Mid Cp Val A IIVAX SB 5.50 1000 -1.32 10.91 16.53 ---
Transamerica Small/Mid Cp Val A LW IIVAX.LW SB --- 1000 -1.32 10.91 16.53 ---
Natixis Vaughan Nelson Small Cap Value A NEFJX SB 5.75 2500 1.12 10.23 12.42 7.43
Natixis Vaughan Nelson Small Cap Va A LW NEFJX.LW SB --- 2500 1.12 10.23 12.42 7.43
Transamerica Small/Mid Cp Val C IIVLX SB --- 1000 -1.92 10.19 15.72 ---
Transamerica Small/Mid Cp Val B IIVBX SB --- 1000 -1.93 10.16 15.73 ---
*10 year return calculated as of 2008-07-31