Top 25 Small Blend Funds Back to Top 25 Lists
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Top 25 funds are ranked by 3 year performance as of 2008-05-15
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Birmiwal Oasis BIRMX SB --- 1000 16.27 36.90 37.35 ---
Transamerica Premier Inst Sm Cp Val TPSMX SB --- 250000 24.25 26.73 --- ---
Pacific Advisors Small Cap A PASMX SB 5.75 1000 -3.96 24.76 29.86 8.41
Pacific Advisors Small Cap A LW PASMX.lw SB --- 1000 -3.96 24.76 29.86 8.41
Pacific Advisors Small Cap C PGSCX SB --- 10000 -4.74 23.71 28.82 7.25
Keeley Small Cap Value A KSCVX SB 4.50 2500 7.15 21.23 23.34 12.05
Keeley Small Cap Value A Load Waived KSCVX.lw SB --- 2500 7.15 21.23 23.34 12.05
Transamerica Small/Mid Cp Val A IIVAX SB 5.50 1000 14.45 20.84 23.47 ---
Transamerica Small/Mid Cp Val A LW IIVAX.lw SB --- 1000 14.45 20.84 23.47 ---
Transamerica Small/Mid Cp Val C IIVLX SB --- 1000 13.70 20.04 22.63 ---
Transamerica Small/Mid Cp Val B IIVBX SB --- 1000 13.64 19.98 22.63 ---
JHancock Small Cap Intrinsic Value I JHIIX SB --- 250000 -9.34 18.77 --- ---
Royce Value Service RYVFX SB --- 2000 2.90 18.75 22.52 ---
Lord Abbett Small-Cap Value I LRSYX SB --- 0 5.09 18.52 20.07 12.06
JHancock Small Cap Intrinsic Value A LW JHIAX.lw SB --- 1000 -9.72 18.28 --- ---
JHancock Small Cap Intrinsic Value A JHIAX SB 5.00 1000 -9.72 18.28 --- ---
Lord Abbett Small-Cap Value A LRSCX SB 5.75 1000 4.80 18.15 19.67 11.68
Lord Abbett Small-Cap Value A LW LRSCX.lw SB --- 1000 4.80 18.15 19.67 11.68
Wells Fargo Advantage Small Cap Value Z SSMVX SB --- 2500 3.86 18.13 19.52 13.77
Wells Fargo Advantage Small Cap Val A LW SMVAX.lw SB --- 1000 3.79 18.04 19.38 ---
Wells Fargo Advantage Small Cap Value A SMVAX SB 5.75 1000 3.79 18.04 19.38 ---
Lord Abbett Small-Cap Value P LRSPX SB --- 0 4.62 18.00 19.55 ---
Lord Abbett Alpha Strategy I ALFYX SB --- 1000000 -0.16 17.90 --- ---
JHancock Small Cap Intrinsic Value C JSICX SB --- 1000 -10.37 17.53 --- ---
JHancock Small Cap Intrinsic Value B JCIBX SB --- 1000 -10.38 17.51 --- ---
*10 year return calculated as of 2008-04-30