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 2009-11-20
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Royce Select I Invmt RYSFX SB --- 50000 68.38 3.60 7.73 12.55
Dreyfus Small Company Value DSCVX SB --- 2500 107.59 2.91 5.41 8.47
Catalyst Value A CTVAX SB 5.75 2500 72.15 2.12 --- ---
Catalyst Value A Load Waived CTVAX.LW SB --- 2500 72.15 2.12 --- ---
Eaton Vance Atlanta Capital SMID-Cap I EISMX SB --- 250000 70.19 1.89 6.28 ---
Eaton Vance Atlanta Capital SMID-Cap A EAASX SB 5.75 1000 70.05 1.65 6.02 ---
Eaton Vance Atlanta Capital SMID-Ca A LW EAASX.LW SB --- 1000 70.05 1.65 6.02 ---
Catalyst Value C CTVCX SB --- 2500 72.01 1.53 --- ---
Natixis Vaughan Nelson Small Cap Value Y NEJYX SB --- 100000 53.24 1.32 --- ---
GAMCO Westwood Mighty Mites AAA WEMMX SB --- 10000 30.80 1.16 6.45 8.60
EQ/GAMCO Small Company Value IB FVUSA000AN SB --- 0 59.08 1.11 6.02 7.93
EQ/GAMCO Small Company Value IB FVUSA000AN SB --- 0 59.08 1.11 6.02 7.93
EQ/GAMCO Small Company Value IB FVUSA000AN SB --- 0 59.08 1.11 6.02 7.93
Natixis Vaughan Nelson Small Cap Value A NEFJX SB 5.75 2500 52.87 1.02 7.06 3.68
Natixis Vaughan Nelson Small Cap Va A LW NEFJX.LW SB --- 2500 52.87 0.97 7.04 3.68
Transamerica Small/Mid Cp Val I TSMVX SB --- 0 69.64 0.97 --- ---
GAMCO Westwood Mighty Mites A WMMAX SB 4.00 10000 30.44 0.93 6.22 ---
TFS Small Cap TFSSX SB --- 5000 97.46 0.65 --- ---
SBL Fund Series Q Small Cap Value FVUSA001KV SB --- --- 96.97 0.52 6.32 ---
SBL Fund Series Q Small Cap Value FVUSA001KV SB --- --- 96.97 0.52 6.32 ---
SBL Fund Series Q Small Cap Value FVUSA001KV SB --- --- 96.97 0.52 6.32 ---
GAMCO Westwood Mighty Mites C WMMCX SB --- 10000 29.84 0.41 5.67 ---
GAMCO Westwood Mighty Mites B WMMBX SB --- 10000 29.86 0.40 5.65 ---
Transamerica Small/Mid Cp Val A IIVAX SB 5.50 1000 68.71 0.38 6.19 ---
Transamerica Small/Mid Cp Val A LW IIVAX.LW SB --- 1000 68.71 0.38 6.19 ---
*10 year return calculated as of 2009-10-31