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Lisa M Andrews

Madison, WI
(608) 204-5960
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Best Fund and Fund Managers

Since more than 70% of mutual funds cannot beat index consistently, it is not worthwhile to invest in an actively managed mutual fund if you don't have the conviction that your mutual fund manager can navigate the market better than a random collection of indexed stocks. Looking deeply into a fund manager's history, risk adjusted performance, portfolio holdings and transactions, Fund Mojo systematically analyzes more than 24,000+ mutual funds to help you find the top 1% of mutual fund managers.


Samples of Top Small Value funds

Category update every hour

Fund1 Year3 Year5 YearFundMojo Score
Small Value Category Average5.36%14.78%14.13%
Vanguard Small Cap Value Index I10.75%18.74%16.63%0.86
Fidelity Small Cap Value9.84%17.67%16.18%0.81
Hotchkis & Wiley Small Cap Value A12.95%21.63%19.87%0.8
Principal SmallCap Value II P7.87%17.72%15.82%0.8
Hotchkis & Wiley Small Cap Value I13.23%21.95%20.17%0.8
RBC Microcap Value I7.56%19.40%17.17%0.79
Munder Veracity Small-Cap Value Y7.74%17.66%16.65%0.78
DFA Tax-Managed US Targeted Value6.94%18.93%17.22%0.78
Invesco SmallCapValue Y7.87%19.23%17.90%0.78
Walthausen Small Cap Value6.07%18.62%18.43%0.78
Wells Fargo Advantage Spec SmCp Val Adm7.13%16.70%15.83%0.77
Fidelity Advisor Small Cap Value A9.55%17.35%15.84%0.77
Invesco SmallCapValue A7.61%18.93%17.62%0.77
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