Top 25 Small Value 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
Heartland Value Plus HRVIX SV --- 1000 5.72 11.69 13.95 10.56
Paradigm Value PVFAX SV --- 10000 -6.69 8.86 18.91 ---
Allianz NFJ Small Cap Value Instl PSVIX SV --- 5000000 -3.24 8.85 14.22 11.72
Allianz NFJ Small Cap Value Admin PVADX SV --- 5000000 -3.43 8.60 13.95 11.33
Pinnacle Value PVFIX SV --- 2500 -0.76 8.52 11.09 ---
GAMCO Westwood Mighty Mites AAA WEMMX SV --- 10000 -8.00 8.43 11.20 12.20
Allianz NFJ Small Cap Value D PNVDX SV --- 5000 -3.57 8.42 13.78 ---
Allianz NFJ Small Cap Value A PCVAX SV 5.50 5000 -3.62 8.41 13.77 11.25
Allianz NFJ Small Cap Value A LW PCVAX.LW SV --- 5000 -3.62 8.41 13.77 11.25
GAMCO Westwood Mighty Mites A WMMAX SV 4.00 10000 -8.23 8.21 10.95 ---
GAMCO Westwood Mighty Mites A LW WMMAX.LW SV --- 10000 -8.23 8.21 10.95 ---
Allianz NFJ Small Cap Value R PNVRX SV --- 0 -3.86 8.15 13.46 ---
Morgan Stanley Inst US Sm Cp Value I MPSCX SV --- 5000000 -7.99 8.13 12.50 8.51
Royce Special Equity Instl RSEIX SV --- 1000000 -2.30 8.07 8.96 ---
William Blair Value Discovery I BVDIX SV --- 500000 -5.30 7.97 8.94 ---
Royce Special Equity Invt RYSEX SV --- 2000 -2.44 7.97 8.89 9.87
Morgan Stanley Inst US Sm Cp Value P MCVAX SV --- 1000000 -8.20 7.87 12.22 ---
Morgan Stanley Special Value I SVFDX SV --- 5000000 -8.33 7.87 12.31 10.63
Victory Small Company Opportunity A SSGSX SV 5.75 2500 -3.37 7.81 12.47 ---
Victory Small Company Opportunity A LW SSGSX.LW SV --- 2500 -3.37 7.81 12.47 ---
First Focus Small Company Instl FOSCX SV --- 1000 -2.72 7.75 9.37 8.25
Royce Special Equity Svc RSEFX SV --- 2000 -2.65 7.74 --- ---
William Blair Value Discovery N WBVDX SV --- 5000 -5.58 7.68 8.71 8.62
GAMCO Westwood Mighty Mites C WMMCX SV --- 10000 -8.63 7.67 10.39 ---
GAMCO Westwood Mighty Mites B WMMBX SV --- 10000 -8.67 7.65 10.38 ---
*10 year return calculated as of 2008-07-31