| 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 | 73.14 | 13.10 | --- | --- |
| Pinnacle Value | PVFIX | SV | ![]() |
--- | 2500 | 16.35 | 3.43 | 5.87 | --- |
| Perkins Small Cap Value L | JSIVX | SV | ![]() |
--- | 0 | 61.97 | 1.80 | 5.98 | 10.62 |
| Perkins Small Cap Value J | JSCVX | SV | ![]() |
--- | 2500 | 61.67 | 1.59 | 5.73 | 10.33 |
| Royce Special Equity Instl | RSEIX | SV | ![]() |
--- | 1000000 | 45.31 | 1.40 | 4.30 | --- |
| Royce Special Equity Invmt | RYSEX | SV | ![]() |
--- | 2000 | 45.18 | 1.33 | 4.22 | 11.02 |
| Royce Special Equity Svc | RSEFX | SV | ![]() |
--- | 2000 | 45.02 | 1.16 | 4.01 | --- |
| Heartland Value Plus | HRVIX | SV | ![]() |
--- | 1000 | 45.02 | 0.73 | 4.58 | 10.40 |
| Royce Special Equity Consult | RSQCX | SV | ![]() |
--- | 2000 | 43.59 | 0.23 | 3.09 | --- |
| Penn Avenue Event-Driven Inv | PAEDX | SV | ![]() |
--- | 2500 | 37.99 | 0.08 | 4.51 | --- |
| Queens Road Small Cap Value | QRSVX | SV | ![]() |
--- | 2500 | 56.21 | -0.52 | 3.12 | --- |
| Adirondack Small Cap | ADKSX | SV | ![]() |
--- | 0 | 92.65 | -0.69 | --- | --- |
| Artisan Small Cap Value | ARTVX | SV | ![]() |
--- | 1000 | 77.09 | -1.44 | 5.81 | 11.27 |
| Allianz NFJ Small Cap Value Instl | PSVIX | SV | ![]() |
--- | 5000000 | 52.20 | -1.71 | 5.39 | 10.95 |
| Allianz NFJ Small Cap Value Admin | PVADX | SV | ![]() |
--- | 5000000 | 51.78 | -1.94 | 5.13 | 10.55 |
| Morgan Stanley Special Value I | SVFDX | SV | ![]() |
--- | 5000000 | 65.96 | -2.04 | 5.84 | 10.07 |
| Allianz NFJ Small Cap Value D | PNVDX | SV | ![]() |
--- | 1000 | 51.51 | -2.10 | 4.97 | --- |
| Allianz NFJ Small Cap Value A | PCVAX | SV | ![]() |
5.50 | 1000 | 51.55 | -2.10 | 4.97 | 10.48 |
| Allianz NFJ Small Cap Value A LW | PCVAX.LW | SV | ![]() |
--- | 1000 | 51.55 | -2.10 | 4.97 | 10.48 |
| Van Kampen Small Cap Value I | VSMIX | SV | ![]() |
--- | 0 | 64.16 | -2.27 | --- | --- |
| Morgan Stanley Inst US Sm Cp Value I | MPSCX | SV | ![]() |
--- | 5000000 | 65.58 | -2.28 | 5.78 | 6.85 |
| Morgan Stanley Special Value A | SVFAX | SV | ![]() |
5.25 | 1000 | 65.68 | -2.29 | 5.58 | 9.82 |
| Allianz NFJ Small Cap Value R | PNVRX | SV | ![]() |
--- | 0 | 51.15 | -2.35 | 4.70 | --- |
| American Century Small Cap Value Instl | ACVIX | SV | ![]() |
--- | 5000000 | 70.57 | -2.42 | 3.96 | 12.05 |
| ING Amer Cent Sm-Md Cap Value I | IACIX | SV | ![]() |
--- | 0 | 64.21 | -2.47 | 3.80 | --- |