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U.S. stocks - Midsize-company value - Best returns over 1 Year
RANK
|
FUND NAME |
SYMBOL |
YTD RETURN |
1-YR RETURN |
3-YR RETURN |
5-YR RETURN |
10-YR RETURN |
VOL RANK
|
INV. MIN. / IRA MIN. |
MAX LOAD
|
EXPENSE RATIO
|
| 1. | ING Value Choice A | PAVAX | 44.56% | 56.18% | 2.48% | —% | —% | 7 | $1,000 / $250 | 5.75% | 1.39% |
| 2. | Appleseed | APPLX | 51.22 | 51.16 | — | — | — | 5 | 2,000 / 1,000 | none | 0.9 |
| 3. | Flex Funds The Quantex | FLCGX | 55.37 | 42.39 | -4.88 | 1.98 | -1.13 | 10 | 2,500 / 500 | none | 1.73 |
| 4. | Hotchkis And Wiley All Cap Value A | HWAAX | 53.44 | 40.1 | -6.11 | 0.93 | — | 9 | 2,500 / 1,000 | 5.25 | 1.44 |
| 5. | Hotchkis And Wiley Mid-Cap Value A | HWMAX | 44.56 | 35.2 | -10.69 | -0.5 | 10.26 | 10 | 2,500 / 1,000 | 5.25 | 1.4 |
| 6. | RidgeWorth Mid-Cap Value Equity A | SAMVX | 34.84 | 32.93 | -1.13 | 5.99 | — | 7 | 2,000 / 2,000 | 5.75 | 1.37 |
| 7. | Delafield Fund | DEFIX | 41.61 | 29.71 | -1.08 | 5.42 | 11.41 | 9 | 5,000 / 250 | none | 1.28 |
| 8. | Hartford Mid Cap Value A | HMVAX | 27.79 | 28.63 | -6.9 | 1.74 | — | 9 | 1,000 / 1,000 | 5.50 | 1.4 |
| 9. | FPA Capital** | FPPTX | 42.22 | 28.19 | -2.33 | 3.78 | 9.08 | 8 | 1,500 / 100 | 5.25 | 0.93 |
| 10. | Artisan Mid Cap Value** | ARTQX | 26.7 | 27.29 | -1.01 | 6.23 | — | 7 | 1,000 / 1,000 | none | 1.21 |
| 11. | Longleaf Partners Small Capital** | LLSCX | 32.3 | 27.26 | -7.49 | 2.2 | 7.06 | 9 | 10,000 / 10,000 | none | 0.93 |
| 12. | Nuveen NWQ Small/Mid Cap Value A | NSMAX | 24.71 | 26.77 | — | — | — | 10 | 3,000 / 1,000 | 5.75 | 1.45 |
| 13. | T. Rowe Price Mid-Cap Value | TRMCX | 33.15 | 26.31 | -2.66 | 4.44 | 9.67 | 6 | 2,500 / 1,000 | none | 0.83 |
| 14. | Dreman Contrarian Mid Cap Value Fund Institutional Class | DRMVX | 27.94 | 25.87 | -5.15 | 4.05 | — | 7 | 100,000 / 100,000 | none | 1.4 |
| 15. | Robeco Boston Partners Mid Cap Value Investor | BPMCX | 29 | 25.72 | -0.84 | 5.65 | 7.2 | 6 | 2,500 / — | none | 1.25 |
| 16. | Rydex/SGI Mid Cap Value Fund Class A | SEVAX | 27.92 | 25.05 | -0.86 | 7.16 | 12.43 | 5 | 100 / 100 | 5.75 | 1.37 |
| 17. | Harbor Mid Cap Value Investor | HIMVX | 27.57 | 25.02 | -8.12 | 0.8 | — | 9 | 2,500 / 1,000 | none | 1.32 |
| 18. | DWS Dreman Mid Cap Value A | MIDVX | 26.72 | 24.2 | -6.05 | — | — | 7 | 1,000 / 500 | 5.75 | 1.4 |
| 19. | AllianceBernstein Small-Mid Cap Val A | ABASX | 28.34 | 23.91 | -3.53 | 3.05 | — | 9 | 2,500 / 2,500 | 4.25 | 1.15 |
| 20. | Marshall Middle Capital Value Investor | MRVEX | 27 | 23.24 | -5.48 | 1.36 | 7.43 | 7 | 1,000 / — | none | 1.24 |
| 21. | Vanguard Selected Value  | VASVX | 24.41 | 22.77 | -5.6 | 2.91 | 8.06 | 5 | 25,000 / 25,000 | none | 0.38 |
| 22. | Morgan Stanley Small-Mid Special Value A | JBJAX | 22.75 | 22.52 | -4.85 | 3.27 | — | 7 | 1,000 / 1,000 | 5.25 | 1.46 |
| 23. | Heartland Select Value | HRSVX | 26.01 | 22.5 | -2.02 | 5.77 | 9.78 | 6 | 1,000 / 500 | none | 1.33 |
| 24. | Victory Established Value A | VETAX | 23.71 | 22.31 | -0.71 | 5.92 | 6.34 | 5 | 2,500 / 1,000 | 5.75 | 1.12 |
| 25. | Allegiant Mid Cap Value A | ARVAX | 25.98 | 21.33 | -7.11 | 3 | — | 6 | 1,000 / — | 5.50 | 1.33 |
| CATEGORY AVERAGE | 27.95% | -2.75% | -4.22% | 2.95% | 7.61% |
** Closed to new investors. # Closed to new investors; other share classes are available. r Maximum redemption fee charged when you sell shares. s Front-end load; redemption fee may apply. — Fund has not existed for the specified time. Source: Morningstar, Inc..
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