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
Wednesday, May 23, 2012 - 10:03 am 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 ... ... 5479.24 -29.80 -0.54   3.0 4327.82
6096.22 -5.7
2.54 15.13 Towne Bank TOWN $357 $12.60 1.10 9.57   6.0 $10.19
$14.20 -0.5
0.71 22.21 Movado Group MOV 652 28.26 2.32 8.94   55.5 10.93
29.97 76.4
... 20.93 Compuware CPWR 1,847 9.06 0.61 7.22   8.9 6.97
10.32 -7.4
17.62 ... Life Partners Hldgs LPHI 40 2.27 0.15 7.07 -64.9   2.12
9.20 -35.7
2.19 5.07 Crawford&Co B CRDB 183 3.66 0.19 5.48 -40.6   3.43
8.39 -42.0
... ... James River Coal Co JRCC 110 3.12 0.07 2.26 -54.9   2.95
22.23 -85.3
... ... AV Homes AVHI 153 11.87 0.26 2.24   65.3 5.80
17.84 -28.6
... 38.51 PHI Non-Voting PHIIK 358 23.99 0.47 2.00 -3.5   16.85
27.06 18.0
4.88 11.87 Ennis EBF 368 14.33 0.27 1.92   7.5 12.08
19.10 -20.5
... 15.11 Ann ANN 1,301 27.13 0.47 1.76   9.5 19.00
29.80 -3.2
... 10.04 LifePoint Hospitals LPNT 1,722 35.90 0.59 1.67 -3.4   28.95
42.23 -13.5
3.93 16.67 Sterling Bancorp STL 279 9.15 0.14 1.55   5.9 6.65
10.25 -0.8
3.15 4.19 Republic Bncrp (KY) Cl A RBCAA 432 20.94 0.32 1.55 -8.6   15.73
27.90 6.4
... 27.51 Ocwen Fincl OCN 2,024 15.24 0.23 1.53   5.2 10.81
16.90 29.7
2.29 20.34 Utd Fincl Bancorp UBNK 241 15.75 0.23 1.48 -2.1   13.49
17.02 2.7
2.15 10.60 Heartland Fincl USA HTLF 305 18.57 0.26 1.42   21.1 12.21
19.92 31.7
... 10.94 Teradyne Inc TER 2,724 14.79 0.20 1.41   8.5 10.37
18.01 -4.6
... ... Christopher&Banks CBK 54 1.49 0.02 1.36 -36.3   1.42
7.12 -74.8
4.44 ... State Auto Fincl STFC 538 13.50 0.18 1.35 -0.7   10.09
18.00 -17.6
... ... Lexicon Pharmaceuticals LXRX 731 1.54 0.02 1.32   19.4 0.81
2.01 5.5
3.31 9.05 Kansas City Life Insur KCLI 364 32.62 0.42 1.30 -0.6   28.01
36.09 9.3
... ... Sealy Corp ZZ 164 1.64 0.02 1.23 -4.7   1.09
2.78 -38.3
4.64 ... Baldwin&Lyons B BWINB 324 21.54 0.26 1.22 -1.2   20.02
25.57 -1.4
2.93 10.76 1st Source SRCE 524 21.85 0.26 1.20 -13.7   19.10
26.79 7.7
7.63 ... GFI Group GFIG 311 2.62 0.03 1.16 -36.4   2.45
4.94 -41.6
5.49 ... Ashford Hospitality Trust AHT 540 8.01 0.09 1.14   0.1 5.93
14.32 -39.7
... ... Hovnanian Enterprises HOV 222 1.79 0.02 1.13   23.4 0.89
3.31 -29.2
3.89 37.45 Roma Fincl ROMA 247 8.22 0.08 0.98 -16.5   7.80
11.22 -22.7
... ... Roundys RNDY 497 10.98 0.10 0.92   29.2 8.25
12.50 ...
1.88 13.00 Buckle Inc BKE 2,021 42.56 0.38 0.90   4.1 33.97
50.00 6.9
4.30 12.84 Laclede Gas Co LG 860 38.57 0.34 0.89 -4.7   32.90
43.00 3.6
... 30.44 AbitibiBowater ABH 1,026 10.66 0.09 0.85 -26.7   10.15
25.04 -54.8
1.59 16.93 Core Mark Hldg Co CORE 486 42.76 0.36 0.85   8.0 29.57
43.78 29.0
3.91 11.73 Flushing Fincl FFIC 408 13.31 0.11 0.83   5.4 10.00
14.48 1.9
4.11 10.38 FutureFuel FF 399 9.73 0.08 0.83 -21.7   9.54
13.75 -26.7
1.88 11.12 RLI Corp RLI 1,436 68.25 0.56 0.82 -6.3   56.05
75.03 14.9
... 15.20 Warnaco Group WRC 1,776 43.63 0.35 0.81 -12.8   40.08
60.69 -18.3
... 36.25 Hain Celestial Group HAIN 2,401 54.11 0.43 0.80   47.6 26.10
55.98 59.9
... ... Global Indemnity GBLI 597 21.12 0.16 0.76   6.5 15.50
23.22 -6.1
... 37.21 Cross Country Healthcare CCRN 122 4.00 0.03 0.76 -27.9   3.76
8.00 -46.2
3.21 15.00 CSS Industries CSS 181 18.70 0.13 0.70 -6.1   14.98
22.40 7.3
2.78 11.18 Natl Healthcare NHC 599 43.14 0.29 0.68   3.0 29.97
53.08 -8.4
4.26 29.89 Hudson Valley Holding HVB 329 16.89 0.11 0.66 -20.4   14.60
22.49 -15.1
2.54 14.11 Stewart Enterprs Cl A STEI 545 6.31 0.04 0.64   9.5 4.92
7.88 -15.0
1.04 10.46 Primoris Services PRIM 592 11.57 0.07 0.61 -22.5   9.49
17.10 -2.6
... 10.55 Kirkland's KIRK 183 10.06 0.06 0.60 -24.4   7.69
17.42 -23.3
1.75 31.94 Northfield Bancorp NFBK 550 13.71 0.08 0.59 -3.2   11.68
16.49 0.1
1.16 ... Bank Mutual BKMU 159 3.45 0.02 0.58   8.5 2.42
4.55 -13.3
... ... GenOn Energy GEN 1,414 1.84 0.01 0.55 -29.5   1.81
4.14 -54.5
... 21.78 Kenneth Cole KCP 270 14.84 0.08 0.54   40.1 10.00
16.41 18.7
†Market capitalization derived from data used to calculate the DJ Total Stock Market index, in millions.
Sources: www.djindexes.com; 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
Wednesday, May 23, 2012 - 10:03 am 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 ... ... 4319.52 -17.74 -0.41   2.6 3485.30
4741.23 -6.5
... 20.93 Compuware CPWR $1,847 $9.06 0.61 7.22   8.9 $6.97
$10.32 -7.4
3.08 9.38 Guess GES 2,192 25.95 1.51 6.18 -13.0   24.23
45.73 -35.3
1.03 12.55 Signet Jewelers SIG 3,908 46.79 1.04 2.27   6.4 30.93
51.44 7.4
... 10.04 LifePoint Hospitals LPNT 1,722 35.90 0.59 1.67 -3.4   28.95
42.23 -13.5
... 10.94 Teradyne Inc TER 2,724 14.79 0.20 1.41   8.5 10.37
18.01 -4.6
0.83 24.62 Expedia EXPE 5,428 43.29 0.58 1.36   49.2 22.43
43.92 68.4
2.19 25.94 Amer Eagle Outfitters AEO 3,876 20.05 0.26 1.31   31.1 10.00
21.13 54.0
7.37 ... Old Republic Intl ORI 2,475 9.63 0.09 0.94   3.9 7.15
12.59 -23.0
2.91 22.17 Aqua America WTR 3,128 22.69 0.20 0.89   2.9 19.28
23.00 2.7
1.75 18.88 Total Sys Svcs TSS 4,283 22.83 0.18 0.79   16.7 15.80
23.88 24.2
... ... GenOn Energy GEN 1,414 1.84 0.01 0.55 -29.5   1.81
4.14 -54.5
2.84 13.27 BankUnited BKU 2,372 23.95 0.09 0.38   8.9 18.92
28.58 -11.6
4.99 21.34 Integrys Engy Gp TEG 4,250 54.49 0.20 0.37   0.6 42.76
55.15 3.9
1.93 22.58 Polaris Indus PII 5,247 76.62 0.23 0.30   36.9 45.20
83.63 48.4
4.00 23.33 NV Engy NVE 4,005 17.02 0.05 0.29   4.1 12.31
17.38 10.2
4.75 15.59 Westar Energy WR 3,499 27.79 0.06 0.22 -3.4   22.63
29.13 3.5
4.16 18.11 CMS Energy Corp CMS 6,030 23.08 0.03 0.13   4.5 16.96
23.31 16.4
0.93 13.35 WR Berkley WRB 5,320 38.51 0.05 0.13   12.0 27.26
39.28 19.9
5.43 12.06 H&R Block HRB 4,324 14.74 0.01 0.07 -9.7   12.54
17.46 -7.5
3.28 16.68 Questar Corp STR 3,560 19.83 0.01 0.06 -0.2   16.36
20.18 15.6
4.31 15.83 Pinnacle West Capital PNW 5,332 48.73 0.03 0.06   1.1 37.28
49.27 8.7
3.10 12.40 Cleco Corp CNL 2,453 40.27 0.01 0.02   5.7 30.06
41.29 17.6
5.07 13.78 Teco Energy TE 3,748 17.37 ... ... -9.2   15.82
19.41 -7.5
... ... Retail Prop of America RPAI 0 8.88 ... ...   1.5 8.50
9.44 ...
2.99 18.91 American Water Works Co AWK 5,900 33.48 ... ...   5.1 25.39
34.89 12.5
12.05 27.57 Frontier Communications FTR 3,315 3.32 ... ... -35.5   3.06
8.89 -61.8
1.44 16.75 Cintas CTAS 4,856 37.41 ... ...   7.5 26.39
40.61 17.2
16.06 5.59 Chimera Inv CIM 2,815 2.74 ... ...   9.2 2.38
3.94 -28.5
5.78 16.03 Pepco Hldgs POM 4,269 18.70 ... ... -7.9   16.57
20.64 -5.2
4.63 17.45 Hawaiian Elec HE 2,586 26.76 -0.01 -0.04   1.1 20.59
27.00 9.1
2.23 37.43 Newell Rubbermaid NWL 5,207 17.95 -0.01 -0.06   11.1 10.87
19.49 2.6
1.68 16.66 Arch Coal ACI 1,518 7.15 -0.00 -0.06 -50.8   6.77
30.29 -75.6
2.32 15.34 Foot Locker FL 4,713 31.01 -0.02 -0.06   30.1 16.66
32.27 26.2
3.75 17.09 UGI Corp UGI 3,237 28.79 -0.02 -0.07 -2.1   24.07
33.12 -10.1
4.23 17.61 Atmos Energy ATO 2,973 32.65 -0.03 -0.09 -2.1   28.51
35.55 -0.9
2.93 14.90 OGE Energy OGE 5,285 53.56 -0.05 -0.09 -5.6   40.56
57.54 6.3
4.26 16.82 Great Plains Energy Inc GXP 2,723 19.96 -0.02 -0.10 -8.4   16.34
22.09 -3.5
... 10.66 Constellation Brands A STZ 3,800 18.75 -0.02 -0.11 -9.3   16.42
24.87 -14.2
1.17 21.73 GNC Holdings A GNC 4,511 37.46 -0.04 -0.11   29.4 17.92
41.95 91.7
3.88 24.79 NiSource NI 7,037 24.74 -0.03 -0.12   3.9 17.95
25.79 22.8
5.88 20.05 Regal Entertainment Grp RGC 2,222 14.28 -0.02 -0.14   19.6 11.15
14.74 3.2
3.18 15.16 Owens&Minor OMI 1,762 27.70 -0.04 -0.14 -0.3   25.87
35.71 -18.4
2.08 16.77 Brinker Intl EAT 2,321 30.74 -0.05 -0.16   14.9 19.50
32.68 22.7
4.27 16.15 Scana Corp SCG 6,081 46.41 -0.08 -0.17   3.0 34.64
46.79 14.8
0.29 7.11 Dillard's DDS 3,385 68.20 -0.12 -0.18   52.0 38.99
72.46 22.8
3.16 7.71 GameStop Corp GME 2,551 19.00 -0.04 -0.22 -21.3   18.13
28.48 -31.5
1.82 137.50 Wendy's Co WEN 0 4.40 -0.01 -0.23 -17.9   4.29
5.62 -9.8
3.38 12.05 Idacorp IDA 1,963 39.09 -0.09 -0.23 -7.8   33.88
42.89 1.0
3.51 12.03 Iron Mountain IRM 4,896 28.53 -0.07 -0.24 -7.4   27.68
35.79 -13.8
2.14 16.26 Service Corp Intl SCI 2,445 11.23 -0.03 -0.27   5.4 8.37
12.12 -1.3
†Market capitalization derived from data used to calculate the DJ Total Stock Market index, in millions.
Sources: www.djindexes.com; 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
Wednesday, May 23, 2012 - 10:02 am 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 ... ... 3075.77 -18.88 -0.61   4.3 2516.31
3344.63 -0.9
3.08 9.38 Guess GES $2,192 $25.95 1.51 6.18 -13.0   $24.23
$45.73 -35.3
1.03 12.55 Signet Jewelers SIG 3,908 46.79 1.04 2.27   6.4 30.93
51.44 7.4
2.01 17.73 Hormel Foods HRL 7,696 29.85 0.66 2.26   1.9 25.87
30.50 4.4
0.83 24.62 Expedia EXPE 5,428 43.29 0.58 1.36   49.2 22.43
43.92 68.4
2.19 25.94 Amer Eagle Outfitters AEO 3,876 20.05 0.26 1.31   31.1 10.00
21.13 54.0
1.94 2.19 Ford Motor F 38,889 10.32 0.13 1.28 -4.1   9.05
14.92 -29.2
2.99 ... JC Penney JCP 5,779 26.75 0.29 1.10 -23.9   23.44
43.18 -25.4
7.37 ... Old Republic Intl ORI 2,475 9.63 0.09 0.94   3.9 7.15
12.59 -23.0
2.91 22.17 Aqua America WTR 3,128 22.69 0.20 0.89   2.9 19.28
23.00 2.7
1.75 18.88 Total Sys Svcs TSS 4,283 22.83 0.18 0.79   16.7 15.80
23.88 24.2
... 6.42 General Motors Co GM 39,602 21.64 0.14 0.65   6.8 19.00
32.08 -30.8
4.59 19.57 Duke Energy DUK 28,970 21.78 0.13 0.60 -1.0   16.87
22.12 16.7
4.10 20.93 PG&E PCG 18,637 44.38 0.25 0.57   7.7 36.84
44.94 3.9
4.50 30.71 Progress Energy PGN 16,231 55.12 0.29 0.53 -1.6   42.05
56.39 15.9
4.08 17.15 Consolidated Edison ED 17,290 59.33 0.30 0.51 -4.4   49.18
62.74 12.8
2.74 19.65 Coca-Cola KO 167,516 74.52 0.33 0.44   6.5 63.34
77.82 11.4
7.50 43.71 CenturyLink CTL 23,930 38.68 0.16 0.42   4.0 31.16
43.35 -9.1
4.92 11.54 American Elec Power AEP 18,433 38.22 0.16 0.42 -7.5   33.09
41.98 -0.8
5.15 12.08 Entergy ETR 11,368 64.42 0.25 0.39 -11.8   57.60
74.00 -3.4
5.70 18.06 Reynolds American RAI 23,558 41.38 0.16 0.39 -0.1   31.82
42.81 4.5
4.99 21.34 Integrys Engy Gp TEG 4,250 54.49 0.20 0.37   0.6 42.76
55.15 3.9
5.15 18.94 Altria Group Inc MO 64,627 31.88 0.11 0.36   7.5 23.20
32.62 14.2
1.93 22.58 Polaris Indus PII 5,247 76.62 0.23 0.30   36.9 45.20
83.63 48.4
4.00 23.33 NV Engy NVE 4,005 17.02 0.05 0.29   4.1 12.31
17.38 10.2
4.47 16.61 Merck MRK 113,937 37.57 0.11 0.29 -0.3   29.47
39.50 2.4
5.26 9.71 PPL Corp PPL 15,846 27.40 0.08 0.29 -6.9   25.00
30.27 -1.3
3.87 16.67 Xcel Energy XEL 13,537 27.88 0.08 0.29   0.9 21.20
27.93 12.9
3.41 10.28 Applied Materials AMAT 13,608 10.57 0.03 0.28 -1.3   9.70
13.94 -23.7
3.65 12.99 NextEra Energy NEE 27,364 65.79 0.18 0.27   8.1 49.00
66.00 15.4
4.82 44.60 Verizon Communications VZ 117,590 41.50 0.11 0.27   3.4 32.28
41.96 14.0
3.79 13.50 ConAgra Foods CAG 10,488 25.31 0.06 0.24 -4.1   22.20
27.34 2.3
3.73 16.84 Clorox Co CLX 8,898 68.57 0.16 0.23   3.0 63.06
75.44 -1.6
4.29 ... Southern SO 39,569 45.65 0.10 0.22 -1.4   35.73
46.69 14.3
4.75 15.59 Westar Energy WR 3,499 27.79 0.06 0.22 -3.4   22.63
29.13 3.5
5.65 12.95 Exelon EXC 31,599 37.14 0.07 0.19 -14.4   36.77
45.45 -11.1
3.14 15.28 Carnival CCL 19,098 31.83 0.05 0.16 -2.5   28.52
39.05 -16.7
4.16 18.11 CMS Energy Corp CMS 6,030 23.08 0.03 0.13   4.5 16.96
23.31 16.4
0.93 13.35 WR Berkley WRB 5,320 38.51 0.05 0.13   12.0 27.26
39.28 19.9
2.36 8.77 Western Union Co WU 10,383 16.96 0.02 0.12 -7.1   14.55
20.71 -17.5
3.41 14.81 Kellogg Co K 18,016 50.46 0.06 0.12 -0.2   48.10
57.00 -10.2
1.89 15.73 Gap Inc GPS 12,920 26.52 0.03 0.11   43.0 15.08
29.23 41.3
2.99 19.56 Kraft Foods KFT 68,810 38.85 0.04 0.10   4.0 31.88
39.99 12.8
2.18 20.57 McCormick&Co MKC 7,536 56.87 0.05 0.09   12.8 43.36
57.58 15.0
4.02 21.11 Dominion Resources D 29,987 52.52 0.05 0.09 -1.1   44.50
53.68 11.3
4.32 16.10 Waste Management WM 15,199 32.88 0.02 0.08   0.5 27.75
38.94 -14.1
4.18 13.82 DTE Energy DTE 9,552 56.19 0.04 0.07   3.2 43.22
57.00 9.9
5.43 12.06 H&R Block HRB 4,324 14.74 0.01 0.07 -9.7   12.54
17.46 -7.5
3.28 16.68 Questar Corp STR 3,560 19.83 0.01 0.06 -0.2   16.36
20.18 15.6
4.31 15.83 Pinnacle West Capital PNW 5,332 48.73 0.03 0.06   1.1 37.28
49.27 8.7
3.76 18.29 Kimberly-Clark KMB 30,852 78.72 0.04 0.06   7.0 61.00
80.00 16.4
†Market capitalization derived from data used to calculate the DJ Total Stock Market index, in millions.
Sources: www.djindexes.com; 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
Wednesday, May 23, 2012 - 10:03 am ET
Ranked by year-to-date performance.
DAILY
PERFORMANCE (%)
Fund sponsor ETF Symbol Last Chg % Chg YTD 52-wk
iShares iShrs S&P MidCap 400 Val IJJ $78.84 -0.58 -0.73   3.8 -6.4
SPDRs SPDR S&P 500 Value SPYV 64.71 -0.14 -0.21   3.0 -4.8
Vanguard Vanguard Small-Cap Value VBR 64.51 -0.48 -0.74   2.9 -7.3
iShares iShrs S&P 500 Value IVE 59.50 -0.53 -0.88   2.9 -4.9
iShares iShrs Tr Russell MC Val IWS 44.62 -0.35 -0.78   2.8 -6.9
WisdomTree WisTree Tr LC Div DLN 50.32 -0.30 -0.59   2.6 2.1
PowerShares Dynamic Large Cap Value PWV 19.77 -0.10 -0.52   2.5 -1.0
iShares iShrs Russell 1000 Value IWD 65.05 -0.48 -0.73   2.5 -4.8
iShares iShrs Russell 3000 Value IWW 85.10 -0.59 -0.69   2.4 -5.1
Vanguard Vanguard Mega Cap 300 Val MGV 39.04 -0.13 -0.33   2.3 -4.8
Vanguard Vanguard Fds Mid Cap Val VOE 52.84 -0.40 -0.75   2.3 -7.4
iShares iShrs Mstar Small Val JKL 80.68 -0.60 -0.74   2.3 -6.3
Vanguard Vanguard Value VTV 53.59 -0.41 -0.76   2.1 -5.2
PowerShares PwrShs Fud Mid Vl PXMV 15.68 -0.12 -0.75   1.7 -7.7
iShares iShrs S&P SC 600 Value IJS 70.87 -0.69 -0.96   1.6 -3.3
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, May 22, 2012
Ranked by year-to-date total return.
TOTAL RETURN (%)
Total
assets
(in mil)		 Fund Symbol YTD 3-yr 5-yr
$621.4 Optimum:Lg Cp Val;Inst OILVX   6.5 14.6 -1.9
416.3 Goldman:Gro & Inc;A GSGRX   5.6 10.6 -5.1
377.5 Hotchkis:Lg Cap Val;I HWLIX   5.5 15.9 -6.7
336.2 Hotchkis:Dvsfd Value;I HWCIX   5.4 15.3 -6.5
1,629.5 Sound Shore SSHFX   5.3 11.0 -2.8
657.0 TCW:Relative Val LC;I TGDIX   5.3 15.5 -3.7
3,847.5 Am Beacon:Lg Cp Val;Inst AADEX   5.2 14.9 -3.0
2,355.1 Invesco Dvsfd Div;A LCEAX   5.1 15.6 0.5
1,204.6 Natixis:LS Value;Y LSGIX   5.0 12.3 -2.4
2,092.0 Principal:LCV I;Inst PVPIX   5.0 13.1 -4.6
19,163.7 Vanguard Windsor II;Inv VWNFX   4.9 15.6 -2.4
6,951.8 MFS Value;I MEIIX   4.8 12.5 -1.3
1,352.5 Amer Cent:Inc & Gro;Inv BIGRX   4.8 15.0 -2.9
383.7 LM CBA Lg Cap Val;I SAIFX   4.8 14.4 -1.5
479.0 Goldman:Lg Cap Val;A GSLAX   4.8 10.6 -4.4
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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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, May 22, 2012
Ranked by year-to-date total return.
TOTAL RETURN (%)
Total
assets
(in mil)		 Fund Symbol YTD 3-yr 5-yr
$1,094.1 Hotchkis:Mid Cap Val;I HWMIX   12.4 23.3 -1.6
655.8 LM CM Opportunity;C LMOPX   10.7 8.1 -14.6
163.0 Hartfd:MidCap Val;A HMVAX   7.9 18.1 -1.9
699.2 Invesco VK Am Value;A MSAVX   7.6 21.4 0.9
1,455.8 Delafield Fund DEFIX   6.4 19.8 2.5
93.4 WellsFargo:C & B MCV;Inv CBMDX   5.7 18.2 -1.9
104.0 TCW:Value Opps;I TGVOX   5.5 15.5 -2.3
380.1 Dreyfus Actv MidCap;A DNLDX   5.5 15.5 -5.2
794.2 J Hancock III:Ds VMC;I JVMIX   5.4 20.3 2.9
929.2 Columbia:MdCp Vl Op;A AMVAX   5.3 16.8 -2.4
4,153.3 Goldman:Mid Cap Val;I GSMCX   5.0 17.7 -0.9
39.7 Vanguard S & P MC400V;Inst VMFVX   4.9 n.a. n.a.
755.5 MFS Mid Cap Value;I MCVIX   4.8 20.9 -0.6
42.1 KEELEY:Mid Cap Value;A KMCVX   4.8 14.7 -6.0
136.6 BMO:Md Cap Value;Y MRVEX   4.7 15.8 -1.6
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, May 22, 2012
Ranked by year-to-date total return.
TOTAL RETURN (%)
Total
assets
(in mil)		 Fund Symbol YTD 3-yr 5-yr
$60.3 Perritt Ultra MicroCap PREOX   7.4 20.4 -4.6
72.6 RBB:Schneider Sm Cap Val SCMVX   7.0 16.1 -8.2
16.9 Undsc Mgr:Beh Val;A UBVAX   6.9 22.8 unch.
967.1 Royce Fd:Oppty;Inv RYPNX   6.6 21.8 -0.8
235.7 Hotchkis:Sm Cap Val;I HWSIX   6.1 26.3 -1.9
65.9 WellsFargo:SCo Val;Adm SCVIX   5.9 20.8 -1.9
124.3 RBC Microcp Val;S TMVSX   5.3 18.6 -2.9
1,329.9 Invesco VK SC Val;A VSCAX   5.2 17.3 1.5
33.0 Touchstone:SC Val;A TVOAX   5.1 17.0 -2.5
79.1 RBB:RBP SCV2;Inv BPSCX   5.1 19.4 -0.1
267.8 Homestead:SmCo Stock HSCSX   4.8 22.9 4.8
203.8 CG Cap Mkts:Sm Cap Val TSVUX   4.8 21.6 2.5
1,780.0 Fidelity Sm Cap Value FCPVX   4.7 18.9 1.9
134.2 Putnam Sm Cap Value;A PSLAX   4.6 18.9 -4.8
379.3 PACE S/M Vl;P PCSVX   4.5 16.5 -1.9
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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