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 2010-03-12
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Oceanstone Fund FOUSA05U75 SB --- 2000 390.90 52.72 --- ---
Dreyfus Opportunistic Small Cap DSCVX SB --- 2500 105.14 8.22 8.69 8.60
Catalyst Value A Load Waived CTVAX.LW SB --- 2500 95.28 6.92 --- ---
Catalyst Value A CTVAX SB 5.75 2500 95.28 6.92 --- ---
Catalyst Value C CTVCX SB --- 2500 95.37 6.32 --- ---
Royce Select I Invmt RYSFX SB --- 50000 72.27 6.00 9.61 11.75
Transamerica Small/Mid Cp Val I2 TSMVX SB --- 0 84.55 5.40 --- ---
Royce Special Equity Instl RSEIX SB --- 1000000 62.67 5.37 5.99 ---
Royce Special Equity Invmt RYSEX SB --- 2000 62.63 5.29 5.91 12.33
TFS Small Cap TFSSX SB --- 5000 107.83 5.22 --- ---
Royce Special Equity Svc RSEFX SB --- 2000 62.31 5.13 5.71 ---
Parnassus Small-Cap PARSX SB --- 2000 86.73 4.92 --- ---
Transamerica Small/Mid Cp Val A IIVAX SB 5.50 1000 83.49 4.79 7.60 ---
Transamerica Small/Mid Cp Val A LW IIVAX.LW SB --- 1000 83.49 4.79 7.60 ---
Natixis Vaughan Nelson Small Cap Value Y NEJYX SB --- 100000 63.28 4.59 --- ---
Fidelity Small Cap Discovery FSCRX SB --- 2500 99.17 4.39 6.44 ---
Natixis Vaughan Nelson Small Cap Value A NEFJX SB 5.75 2500 62.84 4.28 8.26 -0.35
Natixis Vaughan Nelson Small Cap Va A LW NEFJX.LW SB --- 2500 62.84 4.28 8.26 -0.35
Royce Special Equity Consult RSQCX SB --- 2000 60.90 4.16 4.75 ---
Transamerica Small/Mid Cp Val C IIVLX SB --- 1000 82.48 4.15 6.89 ---
Transamerica Small/Mid Cp Val B IIVBX SB --- 1000 82.17 4.10 6.85 ---
EQ/GAMCO Small Company Value IB FVUSA000AN SB --- 0 94.42 3.87 7.35 8.30
EQ/GAMCO Small Company Value IB FVUSA000AN SB --- 0 94.42 3.87 7.35 8.30
EQ/GAMCO Small Company Value IB FVUSA000AN SB --- 0 94.42 3.87 7.35 8.30
SBL Fund Series Q Small Cap Value FVUSA001KV SB --- --- 98.85 3.57 7.22 ---
*10 year return calculated as of 2010-02-28