| Top 25 Small Value Funds |
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| Fund Name | Ticker Symbol |
Category | Star Rating |
Load | Minimum Investment |
1yr Rtn |
3yr Rtn |
5yr Rtn |
*10yr Rtn |
| Intrepid Small Cap | ICMAX | SV | ![]() |
--- | 2500 | 46.27 | 13.70 | --- | --- |
| Pinnacle Value | PVFIX | SV | ![]() |
--- | 2500 | 7.99 | 3.79 | 6.56 | --- |
| Perkins Small Cap Value L | JSIVX | SV | ![]() |
--- | 0 | 32.34 | 2.62 | 6.15 | 10.62 |
| Perkins Small Cap Value J | JSCVX | SV | ![]() |
--- | 2500 | 32.06 | 2.40 | 5.90 | 10.33 |
| Royce Special Equity Instl | RSEIX | SV | ![]() |
--- | 1000000 | 26.24 | 2.30 | 4.33 | --- |
| Royce Special Equity Invmt | RYSEX | SV | ![]() |
--- | 2000 | 26.09 | 2.21 | 4.24 | 11.02 |
| Royce Special Equity Svc | RSEFX | SV | ![]() |
--- | 2000 | 26.00 | 2.04 | 4.04 | --- |
| Heartland Value Plus | HRVIX | SV | ![]() |
--- | 1000 | 17.90 | 1.98 | 4.62 | 10.40 |
| Royce Special Equity Consult | RSQCX | SV | ![]() |
--- | 2000 | 24.71 | 1.10 | 3.11 | --- |
| Queens Road Small Cap Value | QRSVX | SV | ![]() |
--- | 2500 | 29.12 | 0.24 | 3.61 | --- |
| Penn Avenue Event-Driven Inv | PAEDX | SV | ![]() |
--- | 2500 | 25.55 | -0.23 | 4.76 | --- |
| Artisan Small Cap Value | ARTVX | SV | ![]() |
--- | 1000 | 40.66 | -0.66 | 6.04 | 11.27 |
| Adirondack Small Cap | ADKSX | SV | ![]() |
--- | 0 | 48.60 | -0.67 | --- | --- |
| Allianz NFJ Small Cap Value Instl | PSVIX | SV | ![]() |
--- | 5000000 | 22.22 | -1.15 | 5.50 | 10.95 |
| Morgan Stanley Special Value I | SVFDX | SV | ![]() |
--- | 5000000 | 33.42 | -1.31 | 5.95 | 10.07 |
| Morgan Stanley Inst US Sm Cp Value I | MPSCX | SV | ![]() |
--- | 5000000 | 32.76 | -1.38 | 5.99 | 6.85 |
| Van Kampen Small Cap Value I | VSMIX | SV | ![]() |
--- | 0 | 32.56 | -1.39 | --- | --- |
| Allianz NFJ Small Cap Value Admin | PVADX | SV | ![]() |
--- | 5000000 | 21.85 | -1.40 | 5.24 | 10.55 |
| Allianz NFJ Small Cap Value A | PCVAX | SV | ![]() |
5.50 | 1000 | 21.78 | -1.54 | 5.08 | 10.48 |
| Allianz NFJ Small Cap Value A LW | PCVAX.LW | SV | ![]() |
--- | 1000 | 21.78 | -1.54 | 5.08 | 10.48 |
| Allianz NFJ Small Cap Value D | PNVDX | SV | ![]() |
--- | 1000 | 21.66 | -1.55 | 5.08 | --- |
| Morgan Stanley Special Value A | SVFAX | SV | ![]() |
5.25 | 1000 | 33.00 | -1.56 | 5.69 | 9.82 |
| Morgan Stanley Special Value A LW | SVFAX.LW | SV | ![]() |
--- | 1000 | 33.00 | -1.56 | 5.69 | 9.82 |
| Morgan Stanley Inst US Sm Cp Value P | MCVAX | SV | ![]() |
--- | 1000000 | 32.43 | -1.64 | 5.71 | 6.57 |
| Van Kampen Small Cap Value A | VSCAX | SV | ![]() |
5.75 | 1000 | 32.22 | -1.64 | 5.56 | 9.00 |