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Mutual Funds Performance Equity > Market-Cap > Multi-Cap > Value

  • #
    Funds
    47
  • @
    Index Beaters
    36
  • %
    Universe
    47
  • Up Funds
    44
  • Down Funds
    3
Category Average Return
Ticker Fund 2024
YTD
2023
2022
2021
ARSQX Aristotle Value Equity Fund 2.02%18.32%-16.59%22.1%
BEGRX Franklin Mutual Beacon Fund 3.21%8.49%-19.99%8.98%
BGOIX Brandes Global Opportunities Value Fund 0%0%0%0%
BPGIX Boston Partners Global Equity Fund 0.36%11.92%-4.5%19.62%
CASTX Castle Focus Fund -18.52%-14.53%-16.82%-3.67%
CAXAX Catalyst-MAP Global Equity Fund 1.12%8.06%-11.04%14.46%
CAXCX Catalyst-MAP Global Equity Fund 3.72%8.04%-11.64%14.38%
CAXIX Catalyst-MAP Global Equity Fund 4.43%8.05%-10.82%14.47%
CEVWX Columbia Global Equity Value Fund 0%0%0%0%
CEVYX Columbia Global Equity Value Fund 5.19%4.81%-15.56%7.23%
CEVZX Columbia Global Equity Value Fund 5.21%5.13%-15.25%7.7%
DHGBX Diamond Hill Global Fund 0%0%-21.59%-10.49%
DHGIX Diamond Hill Global Fund 0%0%0%-7.22%
DHGYX Diamond Hill Global Fund 0%0%0%-5.58%
FFNPX Fidelity Flex Intrinsic Opportunities Fund 0%0%0%11.68%
FMBRX Franklin Mutual Beacon Fund 3.21%8.42%-19.99%9.05%
FMDRX Franklin Mutual Global Discovery Fund 1.25%12.41%-14%9.81%
HWGAX Hotchkis & Wiley Global Value Fund 4.1%14.85%-15.02%25.88%
IEVAX Columbia Global Equity Value Fund 3.81%5.14%-15.29%7.72%
JGVAX Janus Henderson Global Value Fund 0%0%0%-30.93%
LSVFX LSV Global Managed Volatility Fund 3.8%-5.18%-6.88%14.03%
LSVGX LSV Global Value Fund 3.76%15.61%-11.75%18.78%
LVAFX LSV Global Managed Volatility Fund 3%-5.14%-6.76%14.05%
LVAGX LSV Global Value Fund 6.51%15.65%-9.81%18.62%
MDISX Franklin Mutual Global Discovery Fund 2.06%12.4%-13.96%9.77%
MOATX Castle Focus Fund -0.73%-14.33%-15.01%-1.33%
MUNDX Mundoval Fund 6.55%12.26%-20.69%17.34%
PGVFX Polaris Global Value Fund 0.52%12.87%-15%10.82%
REVCX Columbia Global Equity Value Fund 3.81%4.97%-15.34%7.43%
RSEVX Columbia Global Equity Value Fund 5.27%5.11%-15.26%7.75%
RSEYX Columbia Global Equity Value Fund 0%5.06%-15.23%7.64%
TAVFX Third Avenue Value Fund -0.17%14.74%11.06%17.82%
TAVZX Third Avenue Value Fund 9.8%14.73%11.06%17.8%
TBGVX Tweedy, Browne Global Value Fund 4.53%7.42%-12.44%5.97%
TEBIX Franklin Mutual Beacon Fund 6.24%8.39%-20.1%8.96%
TEDIX Franklin Mutual Global Discovery Fund 3.61%12.15%-14.22%9.57%
TEDRX Franklin Mutual Global Discovery Fund 1.89%12.05%-14.37%9.53%
TEDSX Franklin Mutual Global Discovery Fund 3.38%12.42%-14.04%9.96%
TEMEX Franklin Mutual Beacon Fund 1.93%8.45%-19.91%9.22%
THOAX Thornburg Global Opportunities Fund 1.9%9.56%-13.57%0.11%
THOCX Thornburg Global Opportunities Fund 6.05%9.75%-13.52%-0.5%
THOFX Thornburg Global Opportunities Fund 8.83%9.61%-13.54%0.22%
THOGX Thornburg Global Opportunities Fund 8.87%9.62%-13.54%0.25%
THOIX Thornburg Global Opportunities Fund 1.83%9.59%-13.56%0.2%
THORX Thornburg Global Opportunities Fund 7.33%9.54%-13.54%0%
THOVX Thornburg Global Opportunities Fund 8.7%9.53%-13.59%0.03%
TVFVX Third Avenue Value Fund 9.68%15.07%11.21%17.9%