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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 | 54.14% | 72.52% | 3.19% | —% | —% | 8 | $1,000 / $250 | 5.75% | 1.39% |
| 2. | Legg Mason Capital Management Opportunity Trust C  | LMOPX | 74.03 | 72.36 | -15.87 | -5.27 | — | 10 | 1,000 / 250 | 1.00r | 2.22 |
| 3. | Flex Funds The Quantex | FLCGX | 62.76 | 70.11 | -4.55 | 2.16 | -0.91 | 10 | 2,500 / 500 | none | 1.73 |
| 4. | Appleseed | APPLX | 60.05 | 70.1 | — | — | — | 3 | 2,000 / 1,000 | none | 0.9 |
| 5. | Hotchkis And Wiley Mid-Cap Value A | HWMAX | 50.83 | 57.76 | -10.43 | -1.19 | 10.58 | 10 | 2,500 / 1,000 | 5.25 | 1.4 |
| 6. | Hotchkis and Wiley Value Opportunities Fund Class A | HWAAX | 58.54 | 54.71 | -6.15 | -0.71 | — | 9 | 2,500 / 1,000 | 5.25 | 1.44 |
| 7. | The Delafield Fund | DEFIX | 46.52 | 54.11 | -1.26 | 4.74 | 11.65 | 9 | 5,000 / 250 | none | 1.28 |
| 8. | FPA Capital** | FPPTX | 46.86 | 47.95 | -2.16 | 3.7 | 9.41 | 8 | 1,500 / 100 | 5.25 | 0.93 |
| 9. | Hartford Mid Cap Value A | HMVAX | 35.57 | 47.54 | -6.08 | 1.83 | — | 9 | 1,000 / 1,000 | 5.50 | 1.4 |
| 10. | Artisan Mid Cap Value Inv** | ARTQX | 33.02 | 46.81 | -0.89 | 5.7 | — | 7 | 1,000 / 1,000 | none | 1.21 |
| 11. | RidgeWorth Mid-Cap Value Equity A | SAMVX | 40.29 | 46.7 | -1.17 | 5.73 | — | 7 | 2,000 / 2,000 | 5.75 | 1.37 |
| 12. | Rydex Series Trust Large Cap Value H | RYZAX | 42.16 | 45.73 | -11.57 | -3.19 | — | 10 | 2,500 / 1,000 | none | 1.53 |
| 13. | Nuveen NWQ Small/Mid Cap Value A | NSMAX | 29.96 | 45.51 | — | — | — | 10 | 3,000 / 1,000 | 5.75 | 1.45 |
| 14. | T. Rowe Price Mid-Cap Value | TRMCX | 40.01 | 44.69 | -2.09 | 4.31 | 10.32 | 6 | 2,500 / 1,000 | none | 0.83 |
| 15. | AllianceBernstein Small-Mid Cap Val A | ABASX | 32.89 | 44.38 | -3.58 | 2.36 | — | 9 | 2,500 / 2,500 | 4.25 | 1.15 |
| 16. | Harbor Mid Cap Value Investor | HIMVX | 32.91 | 42.73 | -7.66 | 0.26 | — | 9 | 2,500 / 1,000 | none | 1.32 |
| 17. | BB&T Mid Cap Value A | OVEAX | 31.74 | 42.6 | -4.3 | 3.37 | 5.4 | 7 | 1,000 / — | 5.75 | 1.14 |
| 18. | Fidelity Value | FDVLX | 36.65 | 42.46 | -8.95 | 0.23 | 6.21 | 10 | 2,500 / 500 | none | 0.76 |
| 19. | Robeco Boston Partners Mid Cap Value Investor | BPMCX | 34.95 | 42.04 | -0.83 | 5.02 | 7.95 | 6 | 2,500 / — | none | 1.25 |
| 20. | Vanguard Selected Value | VASVX | 32.83 | 42 | -4.83 | 3.1 | 8.7 | 5 | 25,000 / 25,000 | none | 0.38 |
| 21. | Rydex Series Trust Mid-Cap Value C | RYMMX | 39.09 | 41.62 | -9.9 | -1.25 | — | 10 | 2,500 / 1,000 | 1.00r | 2.29 |
| 22. | Marshall Middle Capital Value Investor | MRVEX | 32.04 | 41.48 | -5.27 | 1 | 7.88 | 7 | 1,000 / — | none | 1.37 |
| 23. | DWS Dreman Mid Cap Value A | MIDVX | 33.14 | 41.27 | -5.43 | — | — | 7 | 1,000 / 500 | 5.75 | 1.4 |
| 24. | Fidelity Adv Value | FTVFX | 35.5 | 41.24 | -9.53 | -0.61 | — | 10 | 2,500 / 500 | 3.50 | 1.5 |
| 25. | Diamond Hill Small Mid Cap A | DHMAX | 33.75 | 41.03 | -2.77 | — | — | 9 | 2,500 / — | 5.00 | 1.32 |
| CATEGORY AVERAGE | 35.52% | 35.52% | -5.21% | 1.5% | 7.17% |
** 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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