Best Mutual Funds: Top Performing Small Cap Value Funds

Investing, Investments

NerdWallet examined all 7,000+ mutual funds that were in existence for the full decade ending December 31, 2012.  Below are the top performing small-cap value funds of that ten year time period.  Past performance is not necessarily indicative of future results.

Fund Name Symbol Annual Return Annual Volatility Assets Under Management Expense Ratio
Pacific Advisors Small Cap Value PASMX 15.69% 32% 91,681,272 2.88%
Transamerica Small/Mid Cap Value IIVBX 13.37% 25% 678,490,291 2.08%
Invesco SmallCapValue VSCAX 12.43% 21% 2,115,621,963 1.03%
Berwyn BERWX 12.14% 23% 288,091,166 1.21%
Natixis Vaughan Nelson Small Cap Value NEFJX 12.10% 18% 329,402,538 1.36%
Stratton Small-Cap Value STSCX 11.96% 20% 827,393,185 1.20%
Wells Fargo Advantage Small Cap Value SSMVX 11.85% 21% 3,544,874,624 1.33%
DFA US Small Cap Value DFLVX 11.62% 22% 7,043,948,576 0.52%
DWS Dreman Small Cap Value KDSAX 11.37% 21% 1,857,716,254 1.21%
Thrivent Partner Small Cap Value AALVX 11.33% 22% 220,956,008 1.36%
Diamond Hill Small Cap DHSCX 11.32% 20% 788,550,520 1.33%
Columbia Small Cap Value Fund II NSVAX 10.83% 22% 1,400,019,857 1.06%
Franklin Small Cap Value FRVLX 10.49% 23% 1,686,386,563 1.26%
James Small Cap JASCX 10.19% 22% 129,280,942 1.50%
MassMutual Select Small Company Value MSVSX 10.18% 21% 471,869,181 1.05%
Harbor Small Cap Value HISVX 9.70% 21% 504,349,060 1.22%
Putnam Small Cap Value PSLAX 9.11% 28% 154,429,548 1.30%

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