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Best Small Value Mutual Fund Managers

Best Small Value fund managers based on our scoring criteria

(** Click on column heading to Sort)
Fund Manager Fund Name Category Manager Score Manager Tenure 1 year Performance 3 year Performance 5 year Performance
Russell J. Fuller Undiscovered Mgrs Behavioral Value Inst Small Value 0.88 17.5 4.93 11.09 12.61
Karen L. Bowie Nuveen Small Cap Value I Small Value 0.85 10.9 4.23 11.17 11.18
James Tringas Wells Fargo Advantage Spec SmCp Val Adm Small Value 0.85 14.4 2.12 10.92 10.49
Nuveen Small Cap Value A Small Value 0.82 10.9 3.95 10.88 10.91
Robert Perkins Perkins Small Cap Value D Small Value 0.8 31.4 1.53 8.98 7.75
Gary Miller Victory Sycamore Small Company Opp R Small Value 0.79 18 2.76 9.20 9.10
Edward T. M. Shadek Jr. VALIC Company I Small Cap Special Val Small Value 0.79 5.9 1.49 10.65 9.97
Robert H. Bergson Northern Small Cap Value Small Value 0.77 14.9 0.13 8.63 9.44
Richard T. Bean CornerCap Small Cap Value Small Value 0.76 11.2 1.57 11.11 9.49
Steve Scruggs Queens Road Small Cap Value Small Value 0.76 14 3.37 8.88 7.25
( Performance as of May 31, 2016, Manager Tenure in Years, Performance in %)

 

Compare with Small Value category EFTs

Some Small Value ETFs for your consideration

(** Click on column heading to Sort, Performance is in %)
ETFYear to DateOne YearThree Year
WisdomTree SmallCap Dividend (DES)8.712.359.27
SPDR S&P 600 Small Cap Value ET (SLYV)8.030.489.10
First Trust Small Cap Value Alp (FYT)000
iShares Morningstar Small Value Index (JKL)000
PowerShares Zacks Micro Cap (PZI)000

 

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