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 2009-07-02
Fund Name Ticker
Symbol		 Category Star
Rating		 Load Minimum
Investment		 1yr
Rtn		 3yr
Rtn		 5yr
Rtn		 *10yr
Rtn
Intrepid Small Cap ICMAX SV --- 2500 13.41 10.09 --- ---
Pinnacle Value PVFIX SV --- 2500 -2.81 1.95 7.26 ---
Royce Special Equity Instl RSEIX SV --- 1000000 -3.36 -0.47 1.60 ---
Heartland Value Plus HRVIX SV --- 1000 -21.41 -0.47 1.95 7.32
Royce Special Equity Invmt RYSEX SV --- 2000 -3.47 -0.54 1.53 8.84
Royce Special Equity Svc RSEFX SV --- 2000 -3.57 -0.71 1.33 ---
Perkins Small Cap Value Instl JSIVX SV --- 0 -6.16 -1.19 2.98 8.16
Perkins Small Cap Value Inv JSCVX SV --- 2500 -6.37 -1.41 2.72 7.88
Royce Special Equity Consult RSQCX SV --- 2000 -4.52 -1.61 0.42 ---
Queens Road Small Cap Value QRSVX SV --- 10000 -7.71 -3.19 1.48 ---
Morgan Stanley Special Value I SVFDX SV --- 5000000 -14.17 -3.62 3.39 7.81
Morgan Stanley Inst US Sm Cp Value I MPSCX SV --- 5000000 -14.72 -3.67 3.42 4.89
Van Kampen Small Cap Value I VSMIX SV --- 1000000 -14.46 -3.70 --- ---
Morgan Stanley Special Value A LW SVFAX.LW SV --- 1000 -14.39 -3.86 3.13 7.54
Morgan Stanley Special Value A SVFAX SV 5.25 1000 -14.39 -3.86 3.13 7.54
Morgan Stanley Inst US Sm Cp Value P MCVAX SV --- 1000000 -14.95 -3.92 3.16 4.64
Van Kampen Small Cap Value A VSCAX SV 5.75 1000 -14.68 -3.94 3.03 6.89
Van Kampen Small Cap Value A LW VSCAX.LW SV --- 1000 -14.68 -3.94 3.03 6.89
Penn Avenue Event-Driven Inv PAEDX SV --- 2500 -0.09 -4.02 4.28 ---
Van Kampen Small Cap Value B VSMBX SV --- 1000 -14.86 -4.31 2.48 6.19
Morgan Stanley Special Value C SVFCX SV --- 1000 -15.04 -4.59 2.38 6.75
Morgan Stanley Special Value B SVFBX SV --- 1000 -15.09 -4.60 2.35 6.72
Van Kampen Small Cap Value C VSMCX SV --- 1000 -15.34 -4.66 2.27 6.09
Artisan Small Cap Value ARTVX SV --- 1000 -17.54 -4.74 2.72 8.76
Allianz NFJ Small Cap Value Instl PSVIX SV --- 5000000 -22.63 -5.11 3.27 8.52
*10 year return calculated as of 2009-06-30