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 2009-11-06
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
*10 year return calculated as of 2009-10-31