| Top 25 Small Value Funds |
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| Fund Name | Ticker Symbol |
Category | Star Rating |
Load | Minimum Investment |
1yr Rtn |
3yr Rtn |
5yr Rtn |
*10yr Rtn |
| Intrepid Small Cap | ICMAX | SV | ![]() |
--- | 2500 | 68.06 | 13.56 | --- | --- |
| Pinnacle Value | PVFIX | SV | ![]() |
--- | 2500 | 16.71 | 3.62 | 6.07 | --- |
| Perkins Small Cap Value L | JSIVX | SV | ![]() |
--- | 0 | 56.70 | 2.15 | 5.96 | 10.62 |
| Perkins Small Cap Value J | JSCVX | SV | ![]() |
--- | 2500 | 56.37 | 1.93 | 5.70 | 10.33 |
| Royce Special Equity Instl | RSEIX | SV | ![]() |
--- | 1000000 | 42.35 | 1.59 | 4.14 | --- |
| Royce Special Equity Invmt | RYSEX | SV | ![]() |
--- | 2000 | 42.23 | 1.53 | 4.08 | 11.02 |
| Heartland Value Plus | HRVIX | SV | ![]() |
--- | 1000 | 39.64 | 1.35 | 4.65 | 10.40 |
| Royce Special Equity Svc | RSEFX | SV | ![]() |
--- | 2000 | 42.06 | 1.35 | 3.86 | --- |
| Royce Special Equity Consult | RSQCX | SV | ![]() |
--- | 2000 | 40.60 | 0.41 | 2.93 | --- |
| Queens Road Small Cap Value | QRSVX | SV | ![]() |
--- | 2500 | 51.61 | 0.07 | 3.06 | --- |
| Penn Avenue Event-Driven Inv | PAEDX | SV | ![]() |
--- | 2500 | 37.39 | 0.05 | 4.38 | --- |
| Adirondack Small Cap | ADKSX | SV | ![]() |
--- | 0 | 90.26 | -0.34 | --- | --- |
| Artisan Small Cap Value | ARTVX | SV | ![]() |
--- | 1000 | 70.00 | -0.92 | 5.71 | 11.27 |
| Allianz NFJ Small Cap Value Instl | PSVIX | SV | ![]() |
--- | 5000000 | 43.90 | -1.59 | 5.12 | 10.95 |
| Morgan Stanley Special Value I | SVFDX | SV | ![]() |
--- | 5000000 | 60.36 | -1.60 | 5.78 | 10.07 |
| Morgan Stanley Inst US Sm Cp Value I | MPSCX | SV | ![]() |
--- | 5000000 | 59.66 | -1.82 | 5.73 | 6.85 |
| Allianz NFJ Small Cap Value Admin | PVADX | SV | ![]() |
--- | 5000000 | 43.52 | -1.82 | 4.86 | 10.55 |
| Van Kampen Small Cap Value I | VSMIX | SV | ![]() |
--- | 0 | 58.44 | -1.84 | --- | --- |
| Morgan Stanley Special Value A | SVFAX | SV | ![]() |
5.25 | 1000 | 59.89 | -1.84 | 5.53 | 9.82 |
| Allianz NFJ Small Cap Value D | PNVDX | SV | ![]() |
--- | 1000 | 43.36 | -1.96 | 4.71 | --- |
| Allianz NFJ Small Cap Value A | PCVAX | SV | ![]() |
5.50 | 1000 | 43.39 | -1.97 | 4.70 | 10.48 |
| Allianz NFJ Small Cap Value A LW | PCVAX.LW | SV | ![]() |
--- | 1000 | 43.39 | -1.97 | 4.70 | 10.48 |
| American Century Small Cap Value Instl | ACVIX | SV | ![]() |
--- | 5000000 | 65.10 | -2.01 | 3.97 | 12.05 |
| ING Amer Cent Sm-Md Cap Value I | IACIX | SV | ![]() |
--- | 0 | 58.26 | -2.06 | 3.80 | --- |
| Van Kampen Small Cap Value A | VSCAX | SV | ![]() |
5.75 | 1000 | 58.08 | -2.07 | 5.31 | 9.00 |