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, June 28, 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 ... ... 8063.29 132.36 1.67   3.4 6708.26
8630.05 -4.7
... 1.08 Threshold Pharmaceuticals THLD $25 $0.62 0.26 74.47   29.2 $0.21
$5.28 -84.7
... ... Stone Energy SGY 47 9.44 1.17 14.15 -78.0   2.70
130.40 -92.5
13.87 6.24 TAL Intl Grp TAL 382 12.98 1.55 13.56 -18.4   8.15
32.49 -58.9
... ... Key Energy Services KEG 33 0.23 0.02 12.10 -52.3   0.18
1.95 -87.2
... ... Pioneer Energy Services PES 246 4.23 0.43 11.32   94.9 0.95
6.64 -33.3
... ... Layne Christensen LAYN 132 7.40 0.73 10.94   40.7 3.75
9.72 -17.3
8.93 9.03 Textainer Group Holdings TGH 552 10.75 0.99 10.14 -23.8   7.13
27.00 -58.7
15.04 ... EXCO Resources XCO 342 1.33 0.12 9.92   7.3 0.48
1.94 12.7
... 13.39 Dynegy DYN 1,715 15.93 1.31 8.96   18.9 7.20
30.18 -45.5
... 26.89 Ferro Corp FOE 988 12.89 1.01 8.50   15.9 8.47
17.07 -23.2
... ... Advanced Micro Devices AMD 3,745 5.12 0.40 8.47   78.4 1.61
5.52 113.3
... 24.43 Commercial Vehicle Group CVGI 145 5.13 0.40 8.46   85.9 2.02
7.37 -28.8
... ... WPX Energy WPX 2,765 8.95 0.66 7.96   55.9 2.53
12.65 -27.1
... ... Christopher&Banks CBK 76 2.22 0.16 7.77   34.5 0.96
4.30 -44.6
... ... Resolute Energy REN 45 3.14 0.22 7.53 -27.8   1.24
5.10 -35.0
4.28 ... Tronox Cl A TROX 455 4.21 0.29 7.40   7.7 2.79
15.22 -71.2
... ... McDermott International MDR 1,060 4.73 0.32 7.26   41.2 2.20
6.00 -11.4
3.47 1153.00 Olin Corp OLN 3,561 23.06 1.50 6.96   33.6 12.29
27.57 -14.4
... ... Cloud Peak Energy CLD 115 2.00 0.13 6.95 -3.8   1.08
5.20 -57.1
... 9.99 Flagstar Bancorp FBC 1,244 23.43 1.44 6.55   1.4 17.25
25.05 26.8
... ... Harvest Ntrl Res HNR 20 0.49 0.03 6.50   15.3 0.30
1.75 -72.0
... 42.56 First BanCorp Puerto Rico FBP 781 3.83 0.23 6.39   17.8 2.06
5.63 -20.5
... 52.67 Vonage Holdings VG 1,222 5.81 0.34 6.22   1.2 3.81
7.42 18.3
... ... Harsco Corp HSC 469 6.22 0.36 6.14 -21.1   3.55
18.00 -62.3
... ... Helix Energy Solutions HLX 648 6.40 0.37 6.14   21.7 2.60
13.06 -49.3
... ... Central European Media A CETV 284 2.18 0.12 5.83 -19.0   1.84
2.96 ...
3.47 ... Twin Disc TWIN 111 10.36 0.57 5.82 -1.5   8.19
18.80 -44.4
... 56.32 Supernus Pharmaceuticals SUPN 892 19.06 1.01 5.60   41.8 9.51
23.30 12.2
... ... PetroQuest Energy PQ 54 3.23 0.17 5.56   61.5 1.24
8.24 -59.2
... 14.76 Integrated Device Tech IDTI 2,499 19.72 1.02 5.45 -25.2   14.50
29.04 -9.1
1.22 14.59 Primerica PRI 2,481 55.60 2.87 5.44   17.7 37.09
58.81 21.7
... ... W&T Offshore WTI 160 2.20 0.11 5.26 -4.8   1.23
5.52 -59.9
... 0.62 Beazer Homes BZH 226 7.20 0.36 5.26 -37.3   6.07
20.42 -63.9
... ... Energen Corp EGN 4,257 46.15 2.29 5.22   12.6 20.76
69.11 -32.4
13.01 ... Resource Capital RSO 396 12.91 0.64 5.22   1.2 8.39
15.88 -16.6
... ... Quantum Corp QTM 99 0.39 0.02 5.11 -58.2   0.35
1.72 -76.9
0.21 41.33 Acuity Brands AYI 10,208 244.66 11.74 5.04   4.6 168.33
264.00 35.9
1.55 8.32 ITT ITT 2,751 32.04 1.51 4.95 -11.8   29.15
42.43 -23.4
1.12 14.68 Methode Electronics MEI 1,129 32.14 1.50 4.90   1.0 22.67
37.25 17.1
0.58 ... Gulf Island Fabrication GIFI 97 6.92 0.32 4.85 -33.8   6.34
13.64 -38.0
... 48.41 Amkor Technology AMKR 1,275 5.63 0.26 4.84 -7.4   4.01
7.05 -5.9
... ... iStar STAR 663 9.21 0.42 4.78 -21.5   7.58
13.85 -30.9
... 10.83 M/I Homes MHO 426 18.08 0.82 4.75 -17.5   15.56
27.00 -26.7
11.65 ... RAIT Finl Tr RAS 271 3.09 0.14 4.75   14.4 1.85
6.42 -49.4
2.39 ... Bristow Group BRS 392 11.73 0.53 4.73 -54.7   10.81
54.53 -78.0
3.13 12.12 Teekay Corp TK 489 7.03 0.31 4.61 -28.8   4.37
44.58 -83.6
... ... ACADIA Pharmaceuticals ACAD 3,429 31.66 1.36 4.49 -11.2   16.64
51.99 -24.4
2.06 20.59 Banner BANR 1,339 40.77 1.74 4.46 -11.1   35.39
53.55 -14.9
22.42 ... Tidewater Inc TDW 201 4.46 0.19 4.45 -35.9   3.79
23.87 -80.4
... ... Sears Hometown&Outlet SHOS 134 6.16 0.26 4.41 -23.0   5.06
9.86 -35.2
†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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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, June 28, 2016 - 5:01 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 ... ... 7150.52 133.28 1.90   5.7 5954.61
7424.80 2.6
8.93 9.03 Textainer Group Holdings TGH $552 $10.75 0.99 10.14 -23.8   $7.13
$27.00 -58.7
... ... WPX Energy WPX 2,765 8.95 0.66 7.96   55.9 2.53
12.65 -27.1
6.72 ... Windstream Holdings WIN 813 8.93 0.64 7.72   38.7 4.42
9.50 40.0
4.28 ... Tronox Cl A TROX 455 4.21 0.29 7.40   7.7 2.79
15.22 -71.2
... ... McDermott International MDR 1,060 4.73 0.32 7.26   41.2 2.20
6.00 -11.4
... ... Helix Energy Solutions HLX 648 6.40 0.37 6.14   21.7 2.60
13.06 -49.3
... ... Newfield Exploration NFX 8,021 42.85 2.44 6.04   31.6 20.84
44.08 18.6
0.95 20.24 First Republic Bank FRC 9,356 67.61 3.36 5.23   2.3 56.32
73.22 7.3
... ... Energen Corp EGN 4,257 46.15 2.29 5.22   12.6 20.76
69.11 -32.4
... 19.27 ON Semiconductor ON 3,418 8.67 0.43 5.22 -11.5   6.97
11.97 -25.8
0.28 ... Cimarex XEC 10,382 115.20 5.70 5.21   28.9 72.77
124.91 4.4
... 21.38 Owens-Illinois OI 2,644 17.18 0.85 5.21 -1.4   11.58
24.05 -25.1
0.21 41.33 Acuity Brands AYI 10,208 244.66 11.74 5.04   4.6 168.33
264.00 35.9
1.55 8.32 ITT ITT 2,751 32.04 1.51 4.95 -11.8   29.15
42.43 -23.4
... ... QEP Resources QEP 4,001 17.72 0.82 4.85   32.2 8.54
20.96 -4.3
3.13 12.12 Teekay Corp TK 489 7.03 0.31 4.61 -28.8   4.37
44.58 -83.6
22.42 ... Tidewater Inc TDW 201 4.46 0.19 4.45 -35.9   3.79
23.87 -80.4
2.14 15.05 First Horizon National FHN 2,916 13.09 0.55 4.39 -9.8   11.51
16.34 -16.5
1.18 12.92 DST Systems DST 3,543 111.46 4.68 4.38 -2.3   95.54
134.65 -11.5
1.27 ... US Steel X 2,218 15.81 0.66 4.36   98.1 6.15
21.49 -23.3
... ... Unit Corp UNT 789 16.01 0.66 4.30   31.2 3.90
27.93 -41.0
2.35 22.82 Fidelity Ntl Financial FNF 10,114 35.72 1.46 4.26   3.0 28.24
40.25 -3.4
5.12 13.41 Tupperware Brands TUP 2,574 53.12 2.16 4.24 -4.5   42.60
66.68 -17.7
1.62 52.95 Newell Brands NWL 20,587 46.96 1.88 4.17   6.5 33.26
50.90 14.2
2.67 14.22 Associated Banc ASB 2,378 16.49 0.65 4.10 -12.1   15.45
20.90 -18.6
2.03 13.84 Harman International HAR 4,672 68.93 2.71 4.09 -26.8   64.93
122.00 -42.0
9.42 13.63 Starwood Property Trust STWD 4,772 20.38 0.78 3.98 -0.9   16.69
22.74 -5.5
1.56 18.11 Albemarle ALB 8,460 78.29 2.95 3.92   39.8 41.37
84.99 41.7
2.14 3.21 Popular Inc. BPOP 2,797 28.03 1.05 3.89 -1.1   22.40
32.79 -2.9
4.41 8.81 Pitney Bowes PBI 3,090 17.01 0.63 3.85 -17.6   16.24
21.81 -18.3
2.88 12.12 BankUnited BKU 2,929 29.20 1.07 3.80 -19.0   27.85
39.97 -18.7
1.65 16.86 Oshkosh OSK 3,247 45.94 1.68 3.80   17.7 29.59
49.71 8.4
... 26.58 CoreLogic CLGX 3,185 37.21 1.36 3.79   9.9 30.73
42.31 -6.2
1.39 17.22 Brunswick BC 3,790 43.32 1.50 3.59 -14.2   36.05
55.76 -14.8
1.28 17.81 Teradyne Inc TER 3,692 18.82 0.65 3.58 -9.0   16.06
21.84 -2.4
2.45 12.10 East West Bancorp EWBC 4,548 32.68 1.12 3.55 -21.4   27.25
45.91 -27.1
11.22 9.03 MFA Financial MFA 2,557 7.13 0.24 3.48   8.0 5.61
7.79 -3.5
3.89 20.59 Hancock Holding HBHC 1,851 24.71 0.83 3.48 -1.8   20.01
32.55 -22.6
3.35 10.21 Huntington Bancshares HBAN 6,463 8.37 0.28 3.46 -24.3   7.83
11.90 -26.0
1.10 11.32 Forest City Realty Tr A FCEA 5,509 21.88 0.73 3.45 -0.2   16.43
23.96 -1.0
0.98 20.16 Zions Bancorp ZION 4,827 24.39 0.80 3.39 -10.7   19.65
32.42 -23.1
2.68 ... Allegheny Technologies ATI 1,259 11.95 0.39 3.37   6.2 7.08
31.70 -60.4
2.58 11.55 Prosperity Bancshares PB 3,134 46.56 1.51 3.35 -2.7   33.57
59.97 -19.4
2.34 16.84 Kilroy Realty KRC 5,771 64.22 2.02 3.26   1.5 46.76
73.62 -4.4
2.98 10.92 Validus Holdings VR 3,707 46.94 1.48 3.26   1.4 41.73
48.77 6.7
2.89 15.32 Williams-Sonoma WSM 4,419 51.17 1.61 3.25 -12.4   47.33
89.38 -37.8
2.78 10.26 Ryder System R 3,070 59.00 1.83 3.20   3.8 45.12
93.86 -32.5
... 2.04 United Continental Hldgs UAL 12,715 38.95 1.20 3.18 -32.0   37.41
62.21 -26.5
0.79 24.91 Total System Services TSS 9,043 50.81 1.56 3.17   2.0 37.47
56.69 21.6
3.38 17.87 First Niagara Finl Grp FNFG 3,258 9.47 0.29 3.16 -12.7   8.54
11.22 0.3
†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: 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, June 28, 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 ... ... 4762.68 84.30 1.80 -0.7   4219.94
5023.36 -1.9
1.35 ... Marathon Oil MRO $11,579 $14.78 1.12 8.20   17.4 $6.52
$27.00 -44.3
11.19 22.09 Seagate Technology STX 6,229 22.53 1.66 7.95 -38.5   18.42
52.88 -52.6
6.72 ... Windstream Holdings WIN 813 8.93 0.64 7.72   38.7 4.42
9.50 40.0
4.65 ... Murphy Oil MUR 4,854 30.08 1.89 6.70   34.0 14.30
41.98 -27.6
0.67 ... Devon Energy DVN 17,685 35.99 2.24 6.64   12.5 18.07
59.88 -39.5
... 13.82 Micron Technology MU 12,683 12.99 0.76 6.21 -8.3   9.31
20.57 -31.1
... ... Newfield Exploration NFX 8,021 42.85 2.44 6.04   31.6 20.84
44.08 18.6
... ... Chesapeake Energy CHK 2,894 4.28 0.22 5.42 -4.9   1.50
11.90 -61.7
0.95 20.24 First Republic Bank FRC 9,356 67.61 3.36 5.23   2.3 56.32
73.22 7.3
... 19.27 ON Semiconductor ON 3,418 8.67 0.43 5.22 -11.5   6.97
11.97 -25.8
0.28 ... Cimarex XEC 10,382 115.20 5.70 5.21   28.9 72.77
124.91 4.4
... 21.38 Owens-Illinois OI 2,644 17.18 0.85 5.21 -1.4   11.58
24.05 -25.1
0.49 8.11 Citigroup C 112,936 40.44 1.96 5.09 -21.9   34.52
60.95 -26.8
2.27 15.37 Comerica Inc CMA 6,473 38.84 1.88 5.09 -7.1   30.48
52.93 -24.3
... ... QEP Resources QEP 4,001 17.72 0.82 4.85   32.2 8.54
20.96 -4.3
5.68 15.09 Staples SPLS 5,216 8.45 0.38 4.71 -10.8   8.00
15.69 -44.8
1.57 10.16 Bank Of America BAC 125,112 12.70 0.52 4.27 -24.5   10.99
18.48 -25.4
2.35 22.82 Fidelity Ntl Financial FNF 10,114 35.72 1.46 4.26   3.0 28.24
40.25 -3.4
2.48 17.21 Whirlpool Corp WHR 11,734 161.04 6.58 4.26   9.6 123.60
193.59 -6.9
5.12 13.41 Tupperware Brands TUP 2,574 53.12 2.16 4.24 -4.5   42.60
66.68 -17.7
2.44 10.84 Morgan Stanley MS 45,733 24.61 1.00 4.24 -22.6   21.16
41.04 -36.6
1.85 ... Apache Corp APA 19,684 54.18 2.18 4.19   21.8 32.20
59.59 -6.0
1.62 52.95 Newell Brands NWL 20,587 46.96 1.88 4.17   6.5 33.26
50.90 14.2
4.45 33.59 Weyerhaeuser WY 19,999 27.88 1.11 4.15 -7.0   22.06
32.72 -11.5
3.16 10.42 Regions Financial RF 10,020 8.23 0.32 4.05 -14.3   7.00
10.87 -20.6
1.56 18.11 Albemarle ALB 8,460 78.29 2.95 3.92   39.8 41.37
84.99 41.7
7.76 16.47 CenturyLink CTL 14,645 27.84 1.02 3.80   10.7 21.94
32.94 -5.2
1.65 16.86 Oshkosh OSK 3,247 45.94 1.68 3.80   17.7 29.59
49.71 8.4
3.19 10.61 KeyCorp KEY 8,668 10.67 0.38 3.69 -19.1   9.88
15.46 -29.0
2.96 15.54 Archer Daniels Midland ADM 22,998 40.56 1.42 3.63   10.6 29.86
49.50 -15.9
4.67 11.76 INVESCO IVZ 9,664 23.99 0.83 3.58 -28.3   23.02
39.48 -36.0
2.72 8.69 Lincoln National LNC 8,485 36.77 1.27 3.58 -26.8   30.39
61.20 -37.9
0.63 25.54 Humana Inc HUM 26,371 182.95 6.30 3.57   2.5 155.24
196.30 -4.4
1.54 ... Leucadia National LUK 5,670 16.20 0.55 3.51 -6.8   14.27
25.39 -33.3
2.52 7.88 XL Group XL 8,691 31.74 1.07 3.49 -19.0   5.40
40.48 -14.7
3.35 10.21 Huntington Bancshares HBAN 6,463 8.37 0.28 3.46 -24.3   7.83
11.90 -26.0
2.35 10.74 Travelers Cos TRV 32,266 114.13 3.78 3.43   1.1 95.21
118.28 18.1
0.98 20.16 Zions Bancorp ZION 4,827 24.39 0.80 3.39 -10.7   19.65
32.42 -23.1
2.20 16.63 Chubb CB 56,587 125.22 4.08 3.37   7.2 96.00
128.78 23.2
3.09 26.49 Analog Devices ADI 16,151 54.31 1.76 3.35 -1.8   47.24
66.28 -15.4
4.44 10.47 Gap Inc GPS 7,987 20.74 0.67 3.34 -16.0   17.00
39.00 -45.7
5.09 28.43 Mattel Inc MAT 9,835 29.85 0.96 3.32   9.9 19.45
34.76 16.2
3.23 10.11 JPMorgan Chase JPM 210,660 59.52 1.91 3.32 -9.9   50.07
70.61 -12.2
3.42 11.69 Western Union WU 8,894 18.70 0.59 3.26   4.4 16.02
20.62 -8.0
2.34 16.84 Kilroy Realty KRC 5,771 64.22 2.02 3.26   1.5 46.76
73.62 -4.4
2.98 10.92 Validus Holdings VR 3,707 46.94 1.48 3.26   1.4 41.73
48.77 6.7
2.89 15.32 Williams-Sonoma WSM 4,419 51.17 1.61 3.25 -12.4   47.33
89.38 -37.8
3.28 13.28 BB&T Corp BBT 26,838 34.12 1.07 3.24 -9.8   29.95
41.90 -15.4
4.24 8.09 MetLife MET 40,134 37.70 1.17 3.20 -21.8   35.00
58.13 -32.7
2.87 15.26 Norfolk Southern NSC 23,564 82.23 2.55 3.20 -2.8   64.51
98.75 -5.9
†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, June 28, 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 $81.22 1.18 1.47   10.4 6.6
PowerShares PS Russell MC Pure Value PXMV 26.97 0.65 2.47   8.8 0.0
SPDRs SPDR S&P 400 Mid Cap Val MDYV 80.05 1.31 1.67   5.3 -6.9
iShares iShares S&P MC 400 Value IJJ 123.41 2.20 1.82   5.3 -4.3
iShares iShares Russell MC Value IWS 71.73 1.55 2.21   4.5 -2.8
SPDRs SPDR S&P 600 SCap Val SLYV 96.18 0.94 0.99   3.6 -9.4
iShares iShares S&P SC 600 Value IJS 111.97 1.20 1.08   3.5 -4.9
Guggenheim Guggenheim S&P Midcap 400 RFV 49.19 0.83 1.71   3.2 -9.5
WisdomTree WisTree Tr LC Div DLN 73.42 1.05 1.45   3.2 1.3
iShares iSh Morningstar LC Value JKF 84.05 1.21 1.46   2.8 0.2
iShares iSh Morningstar MC Value JKI 121.95 2.58 2.16   2.6 -1.4
Vanguard Vanguard Small-Cap Value VBR 101.34 1.80 1.81   2.6 -6.0
PowerShares Dynamic Large Cap Value PWV 29.79 0.42 1.43   2.4 -2.3
iShares iSh Morningstar SC Value JKL 117.26 1.99 1.72   2.2 -6.9
iShares iSh Core U.S. Value ETF IUSV 130.01 2.30 1.80   2.1 -3.6
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, June 28, 2016
Ranked by year-to-date total return.
TOTAL RETURN (%)
Total
assets
(in mil)		 Fund Symbol YTD 3-yr 5-yr
$836.4 Deutsche CROCI EqDv;A KDHAX   8.1 7.8 8.4
59.7 Invesco Exchange ACEHX   7.3 7.0 6.7
7,519.4 Delaware Value;Inst DDVIX   7.2 11.6 13.4
221.4 Commerce:Value CFVLX   6.9 9.6 12.4
74.1 Hennessy:Total Rtn;Inv HDOGX   6.6 6.4 8.7
404.2 Payden:Eq Inc;Inv PYVLX   6.4 10.2 12.4
71.0 Edgar Lomax Value Fund LOMAX   6.2 9.8 10.8
22,964.9 American Mut;A AMRMX   5.4 9.5 10.6
3,363.8 SunAmerica:Foc Div Str;C FDSTX   4.8 7.8 12.5
2,115.1 Amer Cent:Value;Inv TWVLX   4.5 8.3 10.8
1,467.9 Cullen:High Div Eq;I CHDVX   4.2 9.1 10.7
4,749.9 Schwab Cap:Fdm US LCI SFLNX   3.6 9.3 11.1
126.5 Hennessy:Crnst Val;Inv HFCVX   3.2 6.0 8.6
16,053.8 MFS Value;I MEIIX   3.1 9.7 11.6
3,637.4 TIAA-CREF:LCV Idx;Inst TILVX   2.7 8.6 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, June 28, 2016
Ranked by year-to-date total return.
TOTAL RETURN (%)
Total
assets
(in mil)		 Fund Symbol YTD 3-yr 5-yr
$65.4 CM:Advisors Fund;I CMAFX   16.2 -4.3 1.3
264.0 GoodHaven Fund GOODX   9.9 -4.8 3.1
166.1 Touchstone:MC Value;Inst TCVIX   7.2 9.7 10.5
10,678.8 T Rowe Price MC Vl TRMCX   6.8 9.8 10.4
3,013.0 Artisan:Mid Cap V;Inv ARTQX   5.7 3.8 7.5
1,494.4 WellsFargo:Spec MCV;I WFMIX   4.2 10.5 12.1
4.1 Quaker Inv:MdCp Val;A QMCVX   3.4 6.4 7.8
214.2 BlackRock:MC Val Opp;A MDRFX   2.9 5.4 7.7
39.1 Neuberger MC Int V;Inv NBRVX   2.6 7.4 8.7
1,143.6 Lord Abbett MdCp Stk;A LAVLX   2.1 7.8 8.3
968.7 MFS Mid Cap Value;A MVCAX   2.1 8.5 10.3
443.6 Delafield Fund DEFIX   1.9 -1.8 2.3
786.6 Diamond Hill S/Md Cp;I DHMIX   1.7 8.9 10.8
59.3 Nuveen Mid Cp Value;I FSEIX   1.4 9.0 8.5
934.9 Oppenheimer MC Val;A QVSCX   1.3 6.8 6.7
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
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
Tuesday, June 28, 2016
Ranked by year-to-date total return.
TOTAL RETURN (%)
Total
assets
(in mil)		 Fund Symbol YTD 3-yr 5-yr
$131.5 Aegis Value;I AVALX   41.7 -3.8 4.3
43.2 CM:Advisors SC Val;I CMOVX   22.0 -2.8 2.3
77.1 Towle Deep Value TDVFX   9.5 5.3 n.a.
236.4 ASTON:RR Indt Val;N ARIVX   9.2 2.5 3.3
1,075.2 Franklin Val:SC Val;A FRVLX   7.4 6.0 8.6
209.3 Ivy:Small Cap Value;A IYSAX   6.3 7.0 8.2
139.2 Vanguard S & P MC400V;Inst VMFVX   6.2 8.7 10.4
182.2 Intrepid:Endurance;Inv ICMAX   5.7 2.9 4.1
21.3 ProFunds:Mid-Cap Val;Inv MLPIX   5.3 6.8 8.4
24.8 Touchstone:SC Val;A TVOAX   4.7 2.6 7.2
420.4 Guggenheim:MC Val;A SEVAX   4.6 3.8 6.3
437.1 WellsFargo:Spec SCV;A ESPAX   4.5 9.4 10.0
1,106.1 Royce Fd:Spec Eq;Inv RYSEX   4.2 2.0 6.3
73.6 KEELEY:Sm Cap Div Val;I KSDIX   3.6 4.2 8.1
239.1 Franklin Val:Mic Cp;A FRMCX   3.4 2.4 7.4
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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