Stock Scan: Value Stocks
Best Performers: Small Cap
GO TO: BEST PERFORMERS: Small-Cap | Mid-Cap | Large-Cap | WAYS TO INVEST FOR VALUE: ETFs | MUTUAL FUNDS: Large-Cap Value Funds | Mid-Cap Value Funds | Small-Cap Value Funds
Tuesday, March 29, 2016 - 5:32 pm ET
The day's best performers in the Dow Jones small-cap value index.
DAILY
52-WEEK RANGE
Div
% yld		 P/E
ratio		 Index/Core stock Symbol Mkt
cap† 		Last Chg % Chg YTD
% chg		 Low Last() High % Chg
... ... SMALL CAP ... ... 8015.41 143.22 1.82   2.8 6708.26
8810.21 -8.3
... ... Clayton Williams Energy CWEI $87 $8.12 0.98 13.73 -72.5   $6.35
$73.15 -84.0
2.90 25.06 Cleco Corp CNL 2,955 55.13 6.32 12.95   5.6 44.78
55.27 1.1
21.19 ... NL Industries NL 104 2.36 0.22 10.28 -22.4   1.92
8.25 -69.5
... ... Bill Barrett BBG 281 6.21 0.57 10.11   58.0 2.19
11.72 -25.2
... 55.57 Supernus Pharmaceuticals SUPN 698 15.47 1.35 9.56   15.1 9.51
23.30 28.0
... ... Christopher&Banks CBK 88 2.59 0.22 9.28   57.0 0.96
6.51 -53.4
6.04 25.64 Innophos Holdings IPHS 563 31.79 2.60 8.91   9.7 22.06
60.10 -43.6
... 16.31 The Bancorp TBBK 203 5.76 0.40 7.46 -9.6   3.88
10.62 -36.2
... 21.67 PGT PGTI 454 9.97 0.69 7.44 -12.5   8.69
16.28 -10.8
... ... Kraton Perf Polymrs KRA 499 17.44 1.14 6.99   5.0 13.35
25.22 -13.7
10.56 ... Kronos Worldwide KRO 616 5.68 0.36 6.77   0.7 3.94
13.85 -55.1
... ... Louisiana-Pacific LPX 2,259 16.80 1.04 6.60 -6.7   13.31
18.97 1.8
1.74 14.99 Winnebago WGO 579 22.94 1.41 6.55   15.3 15.41
24.73 7.9
2.88 127.25 Oppenheimer Holdings A OPY 192 15.27 0.92 6.41 -12.1   13.58
27.99 -34.9
0.37 ... Invacare Corp IVC 401 13.41 0.80 6.34 -22.9   11.67
23.59 -30.9
5.35 21.72 Electro Rent ELRC 215 9.34 0.55 6.20   1.5 7.30
11.89 -17.6
1.94 21.43 MTS Systems MTSC 858 61.70 3.56 6.11 -2.7   48.64
76.68 -18.4
... ... Xcerra Corp. XCRA 308 6.11 0.35 6.08   1.0 4.92
10.63 -31.3
2.86 4.29 Spok Holdings SPOK 341 17.48 0.99 6.00 -4.6   15.26
21.73 -8.8
4.06 12.88 Nature's Sunshine NATR 174 9.85 0.54 5.80 -2.7   7.15
14.11 -24.9
... 0.75 Beazer Homes BZH 273 8.71 0.47 5.70 -24.2   6.07
21.19 -50.8
2.40 14.17 Glatfelter GLT 857 20.83 1.11 5.63   13.0 14.09
27.58 -24.3
4.75 37.21 IDT Corp B IDT 347 16.00 0.85 5.61   37.2 10.76
19.99 -9.9
6.09 27.09 Chesapeake Lodging Tr CHSP 1,519 26.28 1.39 5.58   4.5 21.55
34.12 -22.3
... 19.37 CACI Intl CACI 2,429 105.74 5.59 5.58   14.0 72.19
106.45 17.6
... 98.93 Avid Technology AVID 244 6.50 0.34 5.52 -10.8   5.77
18.10 -56.4
1.87 ... Universal Tech Institute UTI 98 4.27 0.22 5.43 -8.4   2.81
10.45 -55.5
3.30 ... Crawford&Co B CRDB 310 6.06 0.31 5.39   14.1 3.99
8.99 -29.9
6.52 ... First Potomac Realty Tr FPO 507 9.20 0.47 5.38 -19.3   7.90
12.11 -22.6
3.07 ... Black Box BBOX 211 14.35 0.73 5.36   50.6 6.51
21.92 -31.4
1.16 11.11 Park-Ohio Holdings PKOH 507 43.11 2.18 5.33   17.2 23.55
55.31 -18.2
0.61 26.41 Coca Cola Bottling COKE 1,453 164.62 8.25 5.28 -9.8   111.07
220.93 45.6
... ... Dynegy DYN 1,541 13.86 0.68 5.16   3.4 7.20
34.69 -55.9
... 0.90 Threshold Pharmaceuticals THLD 31 0.46 0.02 5.11 -4.1   0.21
5.28 -88.7
12.55 ... Harte-Hanks HHS 158 2.71 0.13 5.04 -16.4   2.50
7.90 -65.3
1.29 8.18 Investment Technology ITG 677 21.68 1.04 5.04   27.4 12.63
32.07 -28.5
1.97 ... Cohu COHU 304 12.17 0.58 5.00   0.8 9.14
13.84 11.2
1.59 ... Fred's FRED 537 15.11 0.72 5.00 -7.7   11.27
20.05 -11.6
2.25 22.64 Briggs&Stratton BGG 986 24.00 1.14 4.99   38.7 15.47
24.48 16.8
2.01 31.73 York Water YORW 378 30.97 1.47 4.98   24.2 19.69
30.99 27.6
... 24.59 CoreLogic CLGX 2,917 34.67 1.64 4.97   2.4 30.73
42.31 -1.7
... ... Coeur Mining CDE 830 5.71 0.27 4.96   130.2 1.62
6.35 21.2
2.55 ... Mack-Cali Realty CLI 2,009 23.53 1.11 4.95   0.8 16.85
24.26 22.0
2.37 22.06 Connecticut Water Service CTWS 483 45.15 2.10 4.88   18.8 33.15
45.24 24.3
16.53 ... Tronox Cl A TROX 668 6.05 0.28 4.85   54.7 2.79
22.61 -70.2
6.08 ... Consolidated Comm Hldgs CNSL 1,226 25.47 1.17 4.81   21.6 17.76
25.51 24.9
3.90 ... Pennsylvania REIT PEI 1,425 21.56 0.99 4.81 -1.4   16.42
23.55 -7.2
... 7.83 Seneca Foods Cl A SENEA 325 33.69 1.54 4.79   16.3 25.85
35.78 13.0
2.58 26.56 MSA Safety MSA 1,772 49.68 2.27 4.79   14.3 37.68
54.54 -0.4
4.82 25.62 Parkway Properties PKY 1,720 15.56 0.71 4.78 -0.4   11.54
18.68 -10.3
†Market capitalization derived from data used to calculate the DJ Total Stock Market index, in millions.
Sources: S&P Dow Jones Indices; WSJ Market Data Group
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Best Performers: Mid Cap
GO TO: BEST PERFORMERS: Small-Cap | Large-Cap | WAYS TO INVEST FOR VALUE: ETFs | MUTUAL FUNDS: Large-Cap Value Funds | Mid-Cap Value Funds | Small-Cap Value Funds
Tuesday, March 29, 2016 - 5:02 pm ET
The days's best performers in the Dow Jones mid-cap value index.
DAILY
52-WEEK RANGE
Div
% yld		 P/E
ratio		 Index/Core stock Symbol Mkt
cap† 		Last Chg % Chg YTD
% chg		 Low Last() High % Chg
... ... MID CAP ... ... 7054.33 81.94 1.18   4.3 5954.61
7285.65 -2.2
2.90 25.06 Cleco Corp CNL $2,955 $55.13 6.32 12.95   5.6 $44.78
$55.27 1.1
7.86 25.84 Windstream Holdings WIN 664 7.63 0.53 7.46   18.5 4.42
13.69 -36.2
10.56 ... Kronos Worldwide KRO 616 5.68 0.36 6.77   0.7 3.94
13.85 -55.1
... ... Louisiana-Pacific LPX 2,259 16.80 1.04 6.60 -6.7   13.31
18.97 1.8
... 20.16 ON Semiconductor ON 3,878 9.88 0.47 4.99   0.8 6.97
13.50 -18.4
... 24.59 CoreLogic CLGX 2,917 34.67 1.64 4.97   2.4 30.73
42.31 -1.7
... ... Coeur Mining CDE 830 5.71 0.27 4.96   130.2 1.62
6.35 21.2
2.55 ... Mack-Cali Realty CLI 2,009 23.53 1.11 4.95   0.8 16.85
24.26 22.0
... 48.22 TripAdvisor TRIP 9,081 65.58 3.07 4.91 -23.1   53.48
94.00 -21.1
16.53 ... Tronox Cl A TROX 668 6.05 0.28 4.85   54.7 2.79
22.61 -70.2
... ... WPX Energy WPX 1,749 6.65 0.30 4.72   15.9 2.53
14.65 -39.2
4.70 8.27 GameStop Cl A GME 3,150 31.51 1.42 4.72   12.4 24.33
47.83 -17.0
8.93 47.27 CBL&Assocs Properties CBL 1,937 11.87 0.53 4.67 -4.0   9.37
19.98 -40.1
... ... McDermott International MDR 930 4.07 0.18 4.63   21.5 2.20
6.00 6.0
... ... Tenet Healthcare THC 2,760 29.27 1.26 4.50 -3.4   21.39
60.93 -40.9
... 17.47 LifePoint Health LPNT 2,851 68.82 2.72 4.11 -6.2   58.20
88.18 -6.3
3.55 47.75 Highwoods Properties HIW 4,428 47.88 1.81 3.93   9.8 36.57
47.88 4.6
5.14 51.46 Greif A GEF 1,827 32.68 1.21 3.84   6.1 23.88
43.43 -16.8
6.90 7.44 Textainer Group Holdings TGH 758 13.91 0.51 3.81 -1.4   7.13
32.18 -53.6
... ... MGM Resorts Intl MGM 11,551 21.22 0.77 3.77 -6.6   16.18
24.41 0.9
... ... Genworth Financial A GNW 1,339 2.79 0.10 3.72 -25.2   1.57
9.19 -61.8
2.29 25.28 Kilroy Realty KRC 5,482 61.24 2.18 3.69 -3.2   46.76
77.97 -19.6
2.66 27.16 WGL Holdings WGL 3,528 73.33 2.55 3.60   16.4 51.86
73.36 30.0
5.72 20.73 Liberty Property Trust LPT 4,762 33.24 1.15 3.57   7.1 26.94
36.80 -6.9
1.46 16.93 Lam Research LRCX 12,573 81.94 2.81 3.55   3.2 61.20
84.39 16.7
1.24 ... US Steel X 2,280 16.12 0.55 3.53   102.0 6.15
27.68 -33.9
1.67 12.45 Computer Sciences CSC 4,468 33.48 1.12 3.46   2.4 24.27
40.86 -10.7
3.05 23.88 Westar Energy WR 6,833 49.91 1.66 3.44   17.7 33.88
49.94 28.8
... ... Unit Corp UNT 445 9.03 0.30 3.44 -26.0   3.90
36.23 -67.7
3.18 41.15 Duke Realty DRE 7,572 22.63 0.74 3.38   7.7 17.60
22.66 4.0
1.64 10.30 Jabil Circuit JBL 3,607 19.54 0.61 3.22 -16.1   16.89
26.00 -16.4
2.52 24.55 Owens&Minor OMI 2,467 40.51 1.26 3.21   12.6 31.89
40.52 19.7
7.68 ... Frontier Communications FTR 6,191 5.47 0.17 3.21   17.1 3.81
7.50 -22.4
3.85 ... MDU Resources Group MDU 3,687 19.48 0.60 3.18   6.3 15.57
23.12 -8.7
0.33 13.93 Lennar Cl A LEN 9,715 48.18 1.48 3.17 -1.5   37.14
56.04 -7.0
3.59 ... Kennametal KMT 1,722 22.28 0.67 3.10   16.0 15.11
39.91 -33.9
4.11 665.15 Piedmont Office Realty A PDM 2,874 20.42 0.61 3.08   8.2 16.54
20.44 9.7
4.06 66.57 Rayonier Inc. RYN 2,933 24.63 0.73 3.05   10.9 17.85
27.19 -8.6
7.96 7.86 Waddell&Reed Financial WDR 1,835 23.12 0.68 3.03 -19.3   20.21
51.23 -53.3
0.51 13.12 Triumph Group TGI 1,497 31.22 0.88 2.90 -21.5   22.94
70.68 -47.7
2.69 ... Nabors Industries NBR 2,444 8.93 0.25 2.88   4.9 4.93
16.99 -34.6
3.18 15.27 Eaton Vance EV 3,727 33.29 0.93 2.87   2.7 26.44
43.69 -20.1
3.77 34.95 Huntsman HUN 3,075 13.28 0.37 2.87   16.8 7.46
23.83 -40.1
... 35.38 WellCare Health Plans WCG 4,054 94.47 2.60 2.83   20.8 69.16
98.79 3.3
2.03 20.76 Service Corp Intl SCI 4,486 23.67 0.65 2.82 -9.0   20.21
32.02 -9.1
4.70 15.69 Tupperware Brands TUP 2,843 57.88 1.58 2.81   4.0 42.60
70.75 -16.1
5.90 15.25 RLJ Lodging Trust RLJ 2,766 22.37 0.61 2.80   3.4 16.15
32.14 -28.6
7.09 23.47 LaSalle Hotel Prprts LHO 2,841 25.40 0.69 2.79   1.0 19.01
39.70 -34.6
2.92 78.16 Douglas Emmett DEI 5,141 30.17 0.80 2.72 -3.2   24.73
32.32 1.2
2.53 14.72 Leidos Holdings LDOS 3,558 50.63 1.34 2.72 -10.0   37.79
59.52 20.7
†Market capitalization derived from data used to calculate the DJ Total Stock Market index, in millions.
Sources: S&P Dow Jones Indices; WSJ Market Data Group
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Best Performers: Large Cap
GO TO: BEST PERFORMERS: Small-Cap |Mid-Cap | WAYS TO INVEST FOR VALUE: ETFs | MUTUAL FUNDS: Large-Cap Value Funds | Mid-Cap Value Funds | Small-Cap Value Funds
Tuesday, March 29, 2016 - 5:32 pm ET
The day's best performers in the Dow Jones large-cap value index.
DAILY
52-WEEK RANGE
Div
% yld		 P/E
ratio		 Index/Core stock Symbol Mkt
cap† 		Last Chg % Chg YTD
% chg		 Low Last() High % Chg
... ... LARGE CAP ... ... 4804.92 44.04 0.93   0.2 4219.94
5034.45 -2.5
7.86 25.84 Windstream Holdings WIN $664 $7.63 0.53 7.46   18.5 $4.42
$13.69 -36.2
... 20.16 ON Semiconductor ON 3,878 9.88 0.47 4.99   0.8 6.97
13.50 -18.4
... 48.22 TripAdvisor TRIP 9,081 65.58 3.07 4.91 -23.1   53.48
94.00 -21.1
8.93 47.27 CBL&Assocs Properties CBL 1,937 11.87 0.53 4.67 -4.0   9.37
19.98 -40.1
... ... Tenet Healthcare THC 2,760 29.27 1.26 4.50 -3.4   21.39
60.93 -40.9
... 28.32 Mylan MYL 22,179 47.01 1.81 4.00 -13.1   37.59
76.69 -20.8
... ... MGM Resorts Intl MGM 11,551 21.22 0.77 3.77 -6.6   16.18
24.41 0.9
... ... Genworth Financial A GNW 1,339 2.79 0.10 3.72 -25.2   1.57
9.19 -61.8
16.31 ... Williams Cos WMB 11,356 15.70 0.56 3.70 -38.9   10.22
61.38 -69.0
2.29 25.28 Kilroy Realty KRC 5,482 61.24 2.18 3.69 -3.2   46.76
77.97 -19.6
5.72 20.73 Liberty Property Trust LPT 4,762 33.24 1.15 3.57   7.1 26.94
36.80 -6.9
1.46 16.93 Lam Research LRCX 12,573 81.94 2.81 3.55   3.2 61.20
84.39 16.7
1.67 12.45 Computer Sciences CSC 4,468 33.48 1.12 3.46   2.4 24.27
40.86 -10.7
3.05 23.88 Westar Energy WR 6,833 49.91 1.66 3.44   17.7 33.88
49.94 28.8
3.18 41.15 Duke Realty DRE 7,572 22.63 0.74 3.38   7.7 17.60
22.66 4.0
3.27 11.12 SLM Corp SLM 2,707 6.56 0.21 3.31   0.6 5.09
10.76 -29.3
1.64 10.30 Jabil Circuit JBL 3,607 19.54 0.61 3.22 -16.1   16.89
26.00 -16.4
7.68 ... Frontier Communications FTR 6,191 5.47 0.17 3.21   17.1 3.81
7.50 -22.4
3.85 ... MDU Resources Group MDU 3,687 19.48 0.60 3.18   6.3 15.57
23.12 -8.7
0.33 13.93 Lennar Cl A LEN 9,715 48.18 1.48 3.17 -1.5   37.14
56.04 -7.0
... ... Yahoo! YHOO 33,356 36.32 1.09 3.09   9.2 26.15
46.17 -18.3
4.06 66.57 Rayonier Inc. RYN 2,933 24.63 0.73 3.05   10.9 17.85
27.19 -8.6
2.69 ... Nabors Industries NBR 2,444 8.93 0.25 2.88   4.9 4.93
16.99 -34.6
3.18 15.27 Eaton Vance EV 3,727 33.29 0.93 2.87   2.7 26.44
43.69 -20.1
3.77 34.95 Huntsman HUN 3,075 13.28 0.37 2.87   16.8 7.46
23.83 -40.1
3.54 21.48 Kimco Realty KIM 11,606 28.81 0.80 2.86   8.9 22.07
29.11 7.3
... ... Boston Scientific BSX 24,430 18.55 0.51 2.83   0.6 14.18
19.06 4.5
4.70 15.69 Tupperware Brands TUP 2,843 57.88 1.58 2.81   4.0 42.60
70.75 -16.1
2.53 14.72 Leidos Holdings LDOS 3,558 50.63 1.34 2.72 -10.0   37.79
59.52 20.7
8.77 33.53 Senior Housing Prop Tr SNH 4,111 17.78 0.47 2.72   19.8 13.50
22.25 -19.1
... 28.77 Cadence Design Systems CDNS 6,971 23.59 0.62 2.70   13.4 17.77
23.61 27.9
1.69 47.94 Newell Rubbermaid NWL 11,744 44.95 1.14 2.60   2.0 33.26
50.90 15.0
4.96 45.04 Welltower HCN 24,025 69.40 1.75 2.59   2.0 52.80
79.60 -10.3
0.85 23.78 Total System Services TSS 8,367 46.85 1.17 2.56 -5.9   37.47
56.69 22.8
2.66 20.56 Interpublic Grp IPG 8,843 22.53 0.54 2.46 -3.2   18.16
23.80 1.9
3.59 30.42 Camden Property Trust CPT 7,152 83.50 1.98 2.43   8.8 67.27
83.78 6.9
2.67 26.36 Vornado Realty Trust VNO 17,391 94.45 2.23 2.42 -5.5   78.91
113.12 -15.7
1.92 ... Marathon Oil MRO 8,572 10.40 0.24 2.36 -17.4   6.52
31.53 -60.2
6.98 ... HCP HCP 15,020 32.94 0.76 2.36 -13.9   25.11
44.78 -23.8
1.98 26.13 American Water Works AWK 11,952 68.72 1.58 2.35   15.0 48.36
70.10 26.8
2.20 28.61 Aqua America WTR 5,598 32.33 0.74 2.34   8.5 24.40
32.37 22.7
2.49 20.35 Fidelity Ntl Financial FNF 9,826 33.69 0.76 2.31 -2.8   28.24
40.25 -8.4
1.57 18.16 Delphi Automotive DLPH 19,956 73.92 1.66 2.30 -13.8   55.59
90.57 -7.3
1.73 31.92 McCormick&Co MKC 12,373 99.59 2.23 2.29   16.4 75.11
100.53 29.2
2.37 66.18 Bristol-Myers BMY 104,991 64.19 1.42 2.26 -6.7   51.82
70.87 -0.5
2.86 25.19 Xerox XRX 10,808 10.83 0.24 2.24   1.9 8.48
13.33 -15.7
4.38 ... DDR Corp DDR 6,199 17.35 0.38 2.24   3.0 14.71
19.11 -6.8
4.85 ... CenterPoint Energy CNP 8,952 21.25 0.46 2.21   15.7 16.05
21.48 4.1
... 12.26 Arrow Electronics ARW 5,686 63.89 1.37 2.19   17.9 45.23
64.30 4.5
3.86 46.52 Weingarten Realty Inv WRI 4,599 37.84 0.81 2.19   9.4 30.21
37.90 5.2
†Market capitalization derived from data used to calculate the DJ Total Stock Market index, in millions.
Sources: S&P Dow Jones Indices; WSJ Market Data Group
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Ways to Invest for Value: ETFs
GO TO: BEST PERFORMERS: Small-Cap |Mid-Cap | Large-Cap | MUTUAL FUNDS: Large-Cap Value Funds | Mid-Cap Value Funds | Small-Cap Value Funds
Tuesday, March 29, 2016 - 5:32 pm ET
Ranked by year-to-date performance.
DAILY
PERFORMANCE (%)
Fund sponsor ETF Symbol Last Chg % Chg YTD 52-wk
SPDRs SPDR S&P Dividend SDY $80.05 0.96 1.21   8.8 2.4
PowerShares PS Russell MC Pure Value PXMV 26.41 0.32 1.23   6.6 -5.9
Guggenheim Guggenheim S&P Midcap 400 RFV 50.57 0.56 1.13   6.1 -7.6
iShares iShares S&P MC 400 Value IJJ 123.93 2.11 1.73   5.7 -5.4
SPDRs SPDR S&P 400 Mid Cap Val MDYV 80.32 1.35 1.71   5.7 -7.8
First Trust First Tr Large Cap ValFd FTA 40.50 0.35 0.87   5.4 -7.4
SPDRs SPDR S&P 600 SCap Val SLYV 97.36 2.57 2.71   4.8 -9.1
iShares iShares S&P SC 600 Value IJS 113.16 2.96 2.69   4.6 -4.8
Guggenheim Guggenheim S&P Smlcp 600 RZV 57.30 1.25 2.23   4.5 -10.2
iShares iSh Morningstar MC Value JKI 123.17 1.02 0.83   3.6 -2.4
iShares iSh Morningstar SC Value JKL 118.90 2.21 1.89   3.6 -9.4
PowerShares Dynamic Large Cap Value PWV 30.01 0.15 0.50   3.2 -2.6
iShares iShares Russell MC Value IWS 70.73 0.87 1.25   3.0 -6.0
WisdomTree WisTree Tr LC Div DLN 73.27 0.54 0.74   3.0 -0.0
Vanguard Vanguard Small-Cap Value VBR 101.72 1.91 1.91   3.0 -7.0
n.a. - data unavailable
Performance based on price change; not total return.
Source: WSJ Market Data Group
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Ways to Invest for Value: Large-Cap Value Mutual Funds
GO TO: BEST PERFORMERS: Small-Cap |Mid-Cap | Large-Cap | WAYS TO INVEST FOR VALUE: ETFs | MUTUAL FUNDS: Mid-Cap Value Funds | Small-Cap Value Funds
Tuesday, March 29, 2016
Ranked by year-to-date total return.
TOTAL RETURN (%)
Total
assets
(in mil)		 Fund Symbol YTD 3-yr 5-yr
$788.3 Deutsche CROCI EqDv;A KDHAX   8.3 8.2 7.8
2,950.3 SunAmerica:Foc Div Str;C FDSTX   7.9 11.7 13.6
117.8 Hennessy:Crnst Val;Inv HFCVX   5.2 7.3 9.2
67.1 Hennessy:Total Rtn;Inv HDOGX   4.6 6.7 8.7
62.7 Edgar Lomax Value Fund LOMAX   4.4 10.4 10.9
181.9 Commerce:Value CFVLX   4.3 10.1 12.1
52.6 Invesco Exchange ACEHX   3.8 5.9 5.9
21,023.0 American Mut;A AMRMX   3.4 9.4 10.3
23.2 FBP Eq & Div Plus FBPEX   3.4 5.7 5.2
4,350.5 Schwab Cap:Fdm US LCI SFLNX   3.2 10.2 10.7
1,452.0 Amer Cent:Inc & Gro;Inv BIGRX   3.0 10.0 10.8
9.1 Primary Trend PTFDX   3.0 2.4 3.8
1,077.7 PACE Lg Co Vl;P PCLVX   2.3 9.6 9.6
1,886.9 Amer Cent:Value;Inv TWVLX   2.1 8.9 9.8
13,908.6 MFS Value;I MEIIX   2.0 10.7 11.0
n.a. - data unavailable, or the fund is too new for the period.
For funds with multiple share classes, only the largest is shown; three-year and five-year total returns are annualized.
Source: Lipper
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Ways to Invest for Value: Mid-Cap Value Mutual Funds
GO TO: BEST PERFORMERS: Small-Cap |Mid-Cap | Large-Cap | WAYS TO INVEST FOR VALUE: ETFs | MUTUAL FUNDS: Large-Cap Value Funds | Small-Cap Value Funds
Tuesday, March 29, 2016
Ranked by year-to-date total return.
TOTAL RETURN (%)
Total
assets
(in mil)		 Fund Symbol YTD 3-yr 5-yr
$9,782.1 T Rowe Price MC Vl TRMCX   6.0 9.9 10.1
3,055.2 Artisan:Mid Cap V;Inv ARTQX   5.7 4.1 7.4
240.2 GoodHaven Fund GOODX   5.4 -6.0 n.a.
425.1 Delafield Fund DEFIX   5.2 -0.5 2.3
113.9 Touchstone:MC Value;Inst TCVIX   4.6 9.7 9.5
51.1 Westcore:MC Val Div;Rtl WTMCX   4.6 10.3 10.0
3.9 Quaker Inv:MdCp Val;A QMCVX   4.6 7.3 7.6
35.9 Neuberger MC Int V;Inv NBRVX   4.4 9.1 8.4
652.0 Hennessy:Crnst MdCp;Inv HFMDX   3.9 10.9 11.5
798.6 MFS Mid Cap Value;A MVCAX   3.3 10.1 10.4
199.5 BlackRock:MC Val Opp;A MDRFX   3.3 6.1 7.4
1,022.6 WellsFargo:Spec MCV;Adm WFMDX   2.9 10.6 11.4
114.9 Franklin Val:MC Val;A FMVAX   2.8 6.7 6.7
499.1 Harbor:Mid Cap Val;Inst HAMVX   2.5 11.4 11.5
54.2 Pru QMA Mid-Cap Val;C NCBVX   2.5 8.2 9.0
n.a. - data unavailable, or the fund is too new for the period.
For funds with multiple share classes, only the largest is shown; three-year and five-year total returns are annualized.
Source: Lipper
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Ways to Invest for Value: Small-Cap Value Mutual Funds
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Tuesday, March 29, 2016
Ranked by year-to-date total return.
TOTAL RETURN (%)
Total
assets
(in mil)		 Fund Symbol YTD 3-yr 5-yr
$94.3 Aegis Value;I AVALX   21.9 -7.4 0.5
35.2 CM:Advisors SC Val;I CMOVX   9.6 -5.9 n.a.
232.4 Royce Fd:SmCp Value;Svc RYVFX   9.2 6.2 3.0
56.6 Towle Deep Value TDVFX   7.2 7.2 n.a.
122.7 Vanguard S & P MC400V;Inst VMFVX   6.2 9.1 9.9
1,044.8 Royce Fd:Spec Eq;Inv RYSEX   5.9 3.8 6.1
246.9 ASTON:RR Indt Val;N ARIVX   5.8 1.0 3.1
104.1 Queens Road SC Val QRSVX   5.1 9.5 7.1
939.3 Franklin Val:SC Val;A FRVLX   5.1 5.8 7.2
394.3 Guggenheim:MC Val;A SEVAX   4.9 4.1 5.5
327.0 Artisan:SmCp Val;Inv ARTVX   4.9 -0.2 0.6
386.9 WellsFargo:Spec SCV;A ESPAX   4.3 10.7 9.9
14.4 Rydex:S & P SC 600 P Val;H RYAZX   4.1 5.6 6.1
22.4 Touchstone:SC Val;A TVOAX   4.1 3.3 6.4
75.0 KEELEY:Sm Cap Div Val;I KSDIX   4.0 5.0 8.0
n.a. - data unavailable, or the fund is too new for the period.
For funds with multiple share classes, only the largest is shown; three-year and five-year total returns are annualized.
Source: Lipper
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