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 2010-03-12
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Intrepid Small Cap ICMAX SV --- 2500 73.18 14.13 --- ---
Perkins Small Cap Value L JSIVX SV --- 0 75.91 5.14 7.55 11.35
Perkins Small Cap Value T JSCVX SV --- 2500 75.58 4.91 7.33 11.07
Heartland Value Plus HRVIX SV --- 1000 67.44 3.93 6.91 9.99
Pinnacle Value PVFIX SV --- 2500 30.42 3.72 6.59 ---
Queens Road Small Cap Value QRSVX SV --- 2500 73.66 2.22 4.05 ---
Artisan Small Cap Value Investor ARTVX SV --- 1000 82.96 2.06 6.41 12.08
Rydex/SGI Mid Cap Value A SEVAX SV 5.75 100 73.02 2.02 7.15 11.93
Rydex/SGI Mid Cap Value A Load Waived SEVAX.LW SV --- 100 73.02 2.02 7.15 11.93
American Century Small Cap Value Instl ACVIX SV --- 5000000 89.92 1.99 6.03 13.35
Morgan Stanley Special Value I SVFDX SV --- 5000000 86.20 1.85 7.61 11.21
American Century Small Cap Value Inv ASVIX SV --- 2500 89.80 1.78 5.83 13.11
Adirondack Small Cap ADKSX SV --- 0 132.43 1.71 --- ---
Morgan Stanley Inst US Sm Cp Value I MPSCX SV --- 5000000 85.76 1.64 7.55 4.34
Van Kampen Small Cap Value I VSMIX SV --- 0 84.17 1.57 --- ---
Morgan Stanley Special Value A LW SVFAX.LW SV --- 1000 85.49 1.56 7.32 10.94
Morgan Stanley Special Value A SVFAX SV 5.25 1000 85.49 1.56 7.32 10.94
American Century Small Cap Value A ACSCX SV 5.75 2500 89.17 1.52 5.55 12.87
Morgan Stanley Inst US Sm Cp Value P MCVAX SV --- 1000000 85.27 1.37 7.26 4.07
Van Kampen Small Cap Value A VSCAX SV 5.50 1000 83.75 1.30 7.08 10.36
Van Kampen Small Cap Value A LW VSCAX.LW SV --- 1000 83.75 1.30 7.08 10.36
Rydex/SGI Mid Cap Value B SVSBX SV --- 100 71.84 1.27 6.36 11.03
Rydex/SGI Mid Cap Value C SEVSX SV --- 100 71.79 1.25 6.35 11.02
Allianz NFJ Small Cap Value Instl PSVIX SV --- 5000000 66.91 1.07 6.32 13.09
Van Kampen Small Cap Value B VSMBX SV --- 1000 83.12 0.97 6.54 9.67
*10 year return calculated as of 2010-02-28