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 2009-07-01
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Transamerica Premier Inst Sm Cp Val TPSMX SB --- 250000 -26.76 2.80 --- ---
Dreyfus Small Company Value DSCVX SB --- 2500 -5.27 0.62 3.14 5.67
Royce Select I Invmt RYSFX SB --- 50000 -12.37 0.56 5.63 10.77
Eaton Vance Atlanta Capital SMID-Cap I EISMX SB --- 250000 -9.46 0.16 4.94 ---
Eaton Vance Atlanta Capital SMID-Ca A LW EAASX.LW SB --- 1000 -9.64 -0.05 4.69 ---
Eaton Vance Atlanta Capital SMID-Cap A EAASX SB 5.75 1000 -9.64 -0.05 4.69 ---
GAMCO Westwood Mighty Mites AAA WEMMX SB --- 10000 -12.21 -0.62 4.20 7.57
GAMCO Westwood Mighty Mites A WMMAX SB 4.00 10000 -12.35 -0.78 3.98 ---
GAMCO Westwood Mighty Mites A LW WMMAX.LW SB --- 10000 -12.35 -0.78 3.98 ---
GAMCO Westwood Mighty Mites C WMMCX SB --- 10000 -12.81 -1.32 3.45 ---
GAMCO Westwood Mighty Mites B WMMBX SB --- 10000 -12.87 -1.37 3.43 ---
JPMorgan Small Cap Equity R5 JSERX SB --- 0 -12.80 -1.63 --- ---
EQ/GAMCO Small Company Value IB FVUSA000AN SB --- 0 -14.17 -1.76 3.47 6.47
JPMorgan Small Cap Equity Sel VSEIX SB --- 1000000 -12.98 -1.84 6.04 7.32
Presidio PRSDX SB --- 10000 -17.93 -1.91 --- ---
Natixis Vaughan Nelson Small Cap Value A NEFJX SB 5.75 2500 -16.96 -1.93 4.59 3.17
Transamerica Small/Mid Cp Val I TSMVX SB --- 0 -31.34 -2.07 --- ---
JPMorgan Small Cap Equity A VSEAX SB 5.25 1000 -13.21 -2.12 5.64 6.84
JPMorgan Small Cap Equity A Load Waived VSEAX.LW SB --- 1000 -13.21 -2.12 5.64 6.84
TFS Small Cap TFSSX SB --- 5000 -11.73 -2.24 --- ---
Natixis Vaughan Nelson Small Cap Va A LW NEFJX.LW SB --- 2500 -17.63 -2.33 4.26 3.17
Boston Trust Small Cap BOSOX SB --- 100000 -19.60 -2.50 --- ---
JPMorgan Small Cap Equity C JSECX SB --- 1000 -13.68 -2.62 --- ---
JPMorgan Small Cap Equity B VSEBX SB --- 1000 -13.66 -2.62 5.09 6.15
Transamerica Small/Mid Cp Val A IIVAX SB 5.50 1000 -31.85 -2.67 5.03 ---
*10 year return calculated as of 2009-06-30