Rowe Price Small-Cap Value Fund has owned K-Tron stock since the company went public in 1980.
For instance, for investors looking for stability, the traditional choice might be a large-cap value fund.
Westcore Trust: Westcore Small-Cap Value Fund (WISVX) is my top-rated small-cap value mutual fund and earns my neutral rating.
The prior year, the Large-Cap Value Fund ( AAGPX) was the best performing large-cap value fund in that category.
Gerald Van Horn, manager of the Stratton Small-Cap Value Fund, selected five stocks from our roster that went on to deliver a 45% return.
Last year, our Small-Cap Value Fund ( AVFIX) won the Ten Year Lipper Award as the best performing small-cap value fund in the category.
TIAA-CREF on the other-hand was placing VNDA in their global equities fund, in their large cap value fund and in their life large cap value fund.
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Of the 19 midcap and small-cap funds, Keeley Small Cap Value fund and Hodges Fund had the best raw performance, up an annualized 18.6% over five years.
Co-managed by Bruce Berkowitz, Larry Pitkowsky and Keith Trauner, this concentrated multi-cap value fund has succeeded by requiring a substantial discount to their estimate of intrinsic value.
Among other gems Guggenheim has picked up on its acquisition spree are the talents of James Schier, manager since 1997 of what is now billed as the Guggenheim Mid-Cap Value Fund.
ProShares Ultra Russell2000 Value (UVT) is my worst-rated small-cap value ETF and ProFunds: Mid-Cap Value ProFund (MLPSX) is my worst-rated small-cap value mutual fund.
Historically, adding a small-cap value index fund to a diversified equity portfolio has lowered portfolio risk and increased returns.
With model in hand, the question becomes how much of a position should one take in a small-cap value index fund?
This strategy can also be expanded to international investing by adding a small-cap international value index and real estate fund to a broad international index fund.
Schwab US Dividend Equity ETF (SCHD) is my top-rated all-cap blend ETF and FundVantage Trust: Formula Investing US Value Select Fund (FNSIX) is my top-rated all-cap blend mutual fund.
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The fund's name and Miller's stated goal strongly indicate that LMVTX is a value fund, although Morningstar classifies it as a large-cap growth fund.
They are John Hancock Bond Fund, John Hancock Small Cap Equity Fund, John Hancock Strategic Income Fund, John Hancock Classic Value Fund, John Hancock Sovereign Investors Fund and John Hancock U.S. Global Leaders Fund.
Starboard Investment Trust: Roumell Opportunistic Value Fund (RAMVX) is my worst-rated all-cap blend mutual fund and earns my very dangerous rating.
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The mid-cap value style ranks tenth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
The large-cap value style ranks second out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
The fund ranks among the top 21% of mid-cap value funds for three- and five-year performance.
WisdomTree SmallCap Dividend Fund (DES) is my top-rated small-cap value ETF and earns my dangerous rating.
Aquinas offers a growth (AQEGX), value (AQEIX), small cap (AQBLX) and bond (AQFIX) fund.
Martin Whitman, manager of the Third Avenue Value Fund, notes that Ramezani's findings are biased toward large-cap growth stocks like Wal-Mart, which began the decade cheap and ended it expensive.
The fund tends to hold about 100 stocks from across the Russell 1000 (large cap value) index.
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