Top 25 Small Blend Funds Back to Top 25 Lists
Back to Mutual Fund Center
Top 25 funds are ranked by 3 year performance as of 2009-11-23
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Royce Select I Invmt RYSFX SB --- 50000 61.23 3.84 7.73 12.55
Dreyfus Small Company Value DSCVX SB --- 2500 100.80 3.18 5.46 8.47
Eaton Vance Atlanta Capital SMID-Cap I EISMX SB --- 250000 63.52 2.34 6.14 ---
Catalyst Value A CTVAX SB 5.75 2500 75.08 2.11 --- ---
Catalyst Value A Load Waived CTVAX.LW SB --- 2500 75.08 2.11 --- ---
Eaton Vance Atlanta Capital SMID-Cap A EAASX SB 5.75 1000 63.33 2.10 5.88 ---
Eaton Vance Atlanta Capital SMID-Ca A LW EAASX.LW SB --- 1000 63.33 2.10 5.88 ---
Natixis Vaughan Nelson Small Cap Value Y NEJYX SB --- 100000 46.18 1.63 --- ---
Catalyst Value C CTVCX SB --- 2500 75.39 1.56 --- ---
Natixis Vaughan Nelson Small Cap Value A NEFJX SB 5.75 2500 45.77 1.35 7.00 3.68
GAMCO Westwood Mighty Mites AAA WEMMX SB --- 10000 30.55 1.34 6.52 8.60
Natixis Vaughan Nelson Small Cap Va A LW NEFJX.LW SB --- 2500 45.77 1.30 6.97 3.68
GAMCO Westwood Mighty Mites A WMMAX SB 4.00 10000 30.29 1.16 6.32 ---
TFS Small Cap TFSSX SB --- 5000 95.37 1.14 --- ---
EQ/GAMCO Small Company Value IB FVUSA000AN SB --- 0 59.08 1.11 6.02 7.93
EQ/GAMCO Small Company Value IB FVUSA000AN SB --- 0 59.08 1.11 6.02 7.93
EQ/GAMCO Small Company Value IB FVUSA000AN SB --- 0 59.08 1.11 6.02 7.93
Transamerica Small/Mid Cp Val I TSMVX SB --- 0 63.55 1.06 --- ---
GAMCO Westwood Mighty Mites C WMMCX SB --- 10000 29.59 0.63 5.76 ---
GAMCO Westwood Mighty Mites B WMMBX SB --- 10000 29.62 0.61 5.74 ---
Natixis Vaughan Nelson Small Cap Value B NEJBX SB --- 2500 44.77 0.59 6.21 2.90
Natixis Vaughan Nelson Small Cap Value C NEJCX SB --- 2500 44.73 0.59 6.21 2.90
SBL Fund Series Q Small Cap Value FVUSA001KV SB --- --- 96.97 0.52 6.32 ---
SBL Fund Series Q Small Cap Value FVUSA001KV SB --- --- 96.97 0.52 6.32 ---
SBL Fund Series Q Small Cap Value FVUSA001KV SB --- --- 96.97 0.52 6.32 ---
*10 year return calculated as of 2009-10-31