Composite U.S. Value Stock
| Top 10 managers: one-year return | Category | Gross return | Net return |
| Cascade Lg. Cap Val. | US SA Large Value | 15.86 | 15.28 |
| Transamerica Small/Mid Val. | US SA Small Value | 10.57 | 9.69 |
| Montgomery Inv. Mgmt. MIM Equity | US SA Large Value | 7.92 | 7.24 |
| Keeley SMID Cap Val. | US SA Mid-Cap Value | 5.03 | 4.76 |
| Graham & Dodd Lg. Cap Val. | US SA Large Value | 4.71 | 4.45 |
| Weaver C. Barksdale Lg Russell 200 | US SA Large Value | 3.69 | 3.16 |
| FPA Contrarian Val. | US SA Large Value | 3.31 | |
| Manley Sm. Cap Val. | US SA Small Value | 2.87 | 2.36 |
| Leylegian Inv. Mgmt. Eq. Comp. | US SA Large Value | 1.98 | 1.09 |
| Symphony Lg. Cap Val. | US SA Large Value | 1.67 | |
| Top 10 managers: five-year return | Category | Gross return | Net return |
| First Wilshire Securities Mgmt. Mgd. Acct. | US SA Small Value | 24.93 | 23.42 |
| James Inv. Research Micro-Cap | US SA Small Value | 24.46 | 22.98 |
| Tradewinds Small/Mid Cap Val. Equity | US SA Mid-Cap Value | 22.93 | 21.92 |
| Transamerica Small/Mid Val. | US SA Small Value | 21.35 | 20.37 |
| Cascade Lg. Cap Val. | US SA Large Value | 20.78 | 20.11 |
| GW Capital Sm. Cap Val. | US SA Small Value | 20.60 | 19.81 |
| Westwood Mgt Corp. MLP Infrastr. Renewal | US SA Mid-Cap Value | 19.77 | 19.33 |
| Dreman Inst'l Sm. Cap Val. | US SA Small Value | 19.42 | 19.30 |
| Moody Aldrich Focused Val | US SA Mid-Cap Value | 19.20 | 18.48 |
| Donald Smith & Co. Micro Cap Val Eq | US SA Small Value | 18.88 | 17.52 |
Sponsored
White Papers
Sponsored Content
Partner Content