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

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Category Average Return
Ticker Fund 2026
YTD
2025
2024
2023
ABVAX AB Value Fund 0%0%5.61%12.95%
ADVGX Advisory Research All Cap Value Fund 0%0%0.88%19.91%
AFAVX AMG River Road Focused Absolute Value Fund 0%0%7.73%9.4%
APDLX Artisan Value Fund 0%0%1.68%17.76%
APHLX Artisan Value Fund 0%0%6.66%17.84%
ARRFX AMG River Road Focused Absolute Value Fund 0%0%7.65%9.39%
ARRZX AMG River Road Focused Absolute Value Fund 0%0%4.93%9.41%
ARTLX Artisan Value Fund 0%0%2.91%17.91%
BOYAX Boyar Value Fund 0%0%3.41%13.54%
BPAIX Boston Partners All-Cap Value Fund 0%0%3.3%1%
BPAVX Boston Partners All-Cap Value Fund 0%0%3.22%0.94%
BRTNX Bretton Fund 0%0%5.79%28.91%
BVEFX Becker Value Equity Fund 0%0%4.85%-2.37%
BVEIX Becker Value Equity Fund 0%0%6.41%-2.14%
CLFFX Clifford Capital Partners Fund 0%0%-4.62%-0.22%
CLIFX Clifford Capital Partners Fund 0%0%-0.11%-0.11%
CONWX Concorde Wealth Management Fund 0%0%4.87%-1.93%
CRIEX CRM All Cap Value Fund 0%0%0.15%3.34%
CRMEX CRM All Cap Value Fund 0%0%1.37%3.3%
CVAAX Calamos Select Fund 0%0%9.35%21.37%
CVACX Calamos Select Fund 0%0%7.77%19.33%
CVAIX Calamos Select Fund 0%0%9.43%21.84%
DENVX MassMutual Premier Disciplined Value Fund 0%0%8.33%2.75%
EARFX First Eagle Fund of America 0%0%0%12.52%
EARVX First Eagle US Value Fund 0%0%1.85%7.27%
FAEVX Fidelity Advisor Equity Value Fund 0%0%3.84%1.55%
FAIRX Fairholme Fund 0%0%-4.01%46.1%
FAIVX Fidelity Advisor Equity Value Fund 0%0%1.08%1.63%
FAMVX FAM Value Fund 0%0%4.62%10.56%
FAMWX FAM Value Fund 0%0%7.13%10.62%
FASOX Fidelity Advisor Value Strategies Fund 0%0%3.5%17.28%
FASPX Fidelity Advisor Value Strategies Fund 0%0%-2.02%17.11%
FAVAX Fidelity Advisor Equity Value Fund 0%0%1.82%1.44%
FAVCX Fidelity Advisor Equity Value Fund 0%0%1.59%1.52%
FAVFX Fidelity Advisor Value Fund 0%0%-0.48%18.37%
FAVTX Fidelity Advisor Equity Value Fund 0%0%1.69%1.49%
FBSAX Franklin Mutual U.S. Value Fund 0%0%1.56%6.67%
FBSIX Franklin Mutual U.S. Value Fund 0%0%1.6%6.67%
FBSRX Franklin Mutual U.S. Value Fund 0%0%1.43%6.57%
FCBSX Franklin Mutual U.S. Value Fund 0%0%1.3%6.57%
FCVFX Fidelity Advisor Value Fund 0%0%7.52%18.37%
FDVLX Fidelity Value Fund 0%0%4.6%14.97%
FEAIX First Eagle Fund of America 0%0%1.42%13.11%
FEAMX First Eagle Fund of America 0%0%1.93%6.31%
FEFAX First Eagle Fund of America 0%0%2.23%12.61%
FEFRX First Eagle Fund of America 0%0%2.88%13.11%
FEVAX First Eagle US Value Fund 0%0%6.36%7.09%
FEVCX First Eagle US Value Fund 0%0%6.14%6.73%
FEVIX First Eagle US Value Fund 0%0%0.41%7.26%
FEVRX First Eagle US Value Fund 0%0%5.49%7.26%
FRBSX Franklin Mutual U.S. Value Fund 0%0%1.5%6.52%
FSLSX Fidelity Value Strategies Fund 0%0%5.77%17.6%
FSOAX Fidelity Advisor Value Strategies Fund 0%0%5.7%16.83%
FSWCX Fidelity SAI US Value Index Fund 0%0%5.84%1.98%
FTVFX Fidelity Advisor Value Fund 0%0%4.44%18.32%
FVCSX Fidelity Advisor Value Strategies Fund 0%0%1.24%15.88%
FVIFX Fidelity Advisor Value Fund 0%0%-0.45%18.34%
FVLKX Fidelity Value Fund 0%0%4.59%14.95%
FVLZX Fidelity Advisor Value Fund 0%0%6.4%18.42%
FVSKX Fidelity Value Strategies Fund 0%0%1.31%17.59%
GABVX Gabelli Value 25 Fund Inc 0%0%4.31%-3.05%
GILAX Lord Abbett Fundamental Equity Fund 0%0%9.65%12.09%
GOWLX Green Owl Intrinsic Value Fund 0%0%0%-1.66%
HWAAX Hotchkis & Wiley Value Opportunities Fund 0%0%3.98%16.18%
HWACX Hotchkis & Wiley Value Opportunities Fund 0%0%3.75%15.13%
HWAIX Hotchkis & Wiley Value Opportunities Fund 0%0%2.15%16.18%
HWCAX Hotchkis & Wiley Diversified Value Fund 0%0%5.17%17.14%
HWCCX Hotchkis & Wiley Diversified Value Fund 0%0%3.59%17.71%
HWCIX Hotchkis & Wiley Diversified Value Fund 0%0%7.04%17.06%
JCVCX John Hancock Classic Value Fund 0%0%2.48%11.36%
JCVIX John Hancock Classic Value Fund 0%0%0.81%11.59%
JCVSX John Hancock Classic Value Fund 0%0%0.69%11.56%
JCVVX John Hancock Classic Value Fund 0%0%-0.55%11.61%
JCVWX John Hancock Classic Value Fund 0%0%0.86%11.61%
JGAQX JPMorgan Value Advantage Fund 0%0%4.39%1.94%
JNVIX Jensen Quality Value Fund 0%0%1.21%17.75%
JNVSX Jensen Quality Value Fund 0%0%2.75%17.85%
JVAAX JPMorgan Value Advantage Fund 0%0%4.46%2.18%
JVACX JPMorgan Value Advantage Fund 0%0%4.31%2.35%
JVAIX JPMorgan Value Advantage Fund 0%0%0.65%2.27%
JVAPX JPMorgan Value Advantage Fund 0%0%4.45%2%
JVAQX JPMorgan Value Advantage Fund 0%0%2.79%2.28%
JVARX JPMorgan Value Advantage Fund 0%0%5.75%2.25%
JVASX JPMorgan Value Advantage Fund 0%0%3.35%2.3%
JVAYX JPMorgan Value Advantage Fund 0%0%4.14%2.25%
KMVAX Kirr, Marbach Partners Value Fund 0%0%4.46%16.44%
LAVFX Lord Abbett Fundamental Equity Fund 0%0%8.3%12.13%
LAVPX Lord Abbett Fundamental Equity Fund 0%0%3.31%12.08%
LAVQX Lord Abbett Fundamental Equity Fund 0%0%8.17%12.2%
LAVRX Lord Abbett Fundamental Equity Fund 0%0%6.84%12.14%
LAVSX Lord Abbett Fundamental Equity Fund 0%0%11.47%12.1%
LAVTX Lord Abbett Fundamental Equity Fund 0%0%10.04%12.09%
LAVVX Lord Abbett Fundamental Equity Fund 0%0%7.3%12.24%
LAVYX Lord Abbett Fundamental Equity Fund 0%0%2.61%12.1%
LDFOX Lord Abbett Fundamental Equity Fund 0%0%10.03%12.25%
LDFVX Lord Abbett Fundamental Equity Fund 0%0%7.28%12.11%
LGVAX ClearBridge Value Trust 0%0%4.55%5.69%
LLPFX Longleaf Partners Fund 0%0%3.41%23.66%
LMNVX ClearBridge Value Trust 0%0%4.63%8.51%
LMVFX ClearBridge Value Trust 0%0%6.13%8.03%
LMVRX ClearBridge Value Trust 0%0%6.05%8.21%
LMVTX ClearBridge Value Trust 0%0%9.18%5.51%
LSISX ClearBridge All Cap Value Fund 0%0%7.68%9.3%
LSVEX LSV Value Equity Fund 0%0%2.24%4.52%
LSVMX LSV US Managed Volatility Fund 0%0%4.79%-11.19%
LVAEX LSV Value Equity Fund 0%0%9.9%4.54%
LVAMX LSV US Managed Volatility Fund 0%0%3.96%-11.08%
LYRBX Lyrical US Value Equity Fund 0%0%6.68%26.95%
LYRIX Lyrical US Value Equity Fund 0%0%6.72%27.07%
MABAX BlackRock Basic Value Fund, Inc 0%0%5.3%10.59%
MBVKX BlackRock Basic Value Fund, Inc 0%0%6.11%10.65%
MCBAX BlackRock Basic Value Fund, Inc 0%0%1.98%8.1%
MCMVX Monongahela All Cap Value Fund 0%0%9.41%8.6%
MDBAX BlackRock Basic Value Fund, Inc 0%0%5.22%10.29%
MEPAX MassMutual Premier Disciplined Value Fund 0%0%4.62%2.62%
MEPSX MassMutual Premier Disciplined Value Fund 0%0%2.4%2.79%
MPILX MassMutual Premier Disciplined Value Fund 0%0%8.35%2.89%
MPINX MassMutual Premier Disciplined Value Fund 0%0%6.81%3.31%
MPIRX MassMutual Premier Disciplined Value Fund 0%0%5.25%4.14%
MPIVX MassMutual Premier Disciplined Value Fund 0%0%5.38%2.8%
MRBVX BlackRock Basic Value Fund, Inc 0%0%5.11%9.27%
MUTHX Franklin Mutual Shares Fund 0%0%3.1%7.31%
MVEIX Monteagle Select Value Fund 0%0%4.22%6%
MVPFX Marathon Value Portfolio 0%0%0%0%
NCAVX Nuance Concentrated Value Fund 0%0%-3.76%7.84%
NCVLX Nuance Concentrated Value Fund 0%0%-3.75%7.93%
NQVAX Nuveen NWQ Multi-Cap Value Fund 0%0%-0.52%14.44%
NQVCX Nuveen NWQ Multi-Cap Value Fund 0%0%3.27%14.38%
NQVRX Nuveen NWQ Multi-Cap Value Fund 0%0%5.91%14.46%
OAKLX Oakmark Select Fund 0%0%0.71%42.27%
OANLX Oakmark Select Fund 0%0%0.26%42.28%
OAYLX Oakmark Select Fund 0%0%-0.48%42.29%
OFVIX OShaughnessy Market Leaders Value Fund 0%0%0.84%12.97%
PCAFX Prospector Capital Appreciation Fund 0%0%3.27%7.94%
PZFVX John Hancock Classic Value Fund 0%0%-0.63%11.55%
SABTX SA US Value Fund 0%0%6.9%9.95%
SAVLX SA US Value Fund 0%0%0%0%
SHXIX American Beacon Shapiro Equity Opportunities Fund 0%0%6.34%11.81%
SHXPX American Beacon Shapiro Equity Opportunities Fund 0%0%4.05%11.88%
SHXYX American Beacon Shapiro Equity Opportunities Fund 0%0%8.56%11.77%
SMVLX Smead Value Fund 0%0%1.87%15.26%
SSHFX Sound Shore Fund 0%0%4.9%12.31%
SSHVX Sound Shore Fund 0%0%13.62%12.51%
SVFAX Smead Value Fund 0%0%9.71%15.21%
SVFDX Smead Value Fund 0%0%5.47%16.96%
SVFFX Smead Value Fund 0%0%2.18%15.26%
SVFKX Smead Value Fund 0%0%7.8%14.85%
SVFYX Smead Value Fund 0%0%7.2%15.26%
TEMTX Franklin Mutual Shares Fund 0%0%2.78%8.34%
TESIX Franklin Mutual Shares Fund 0%0%6.25%7.19%
TESRX Franklin Mutual Shares Fund 0%0%1.95%7.17%
TLVAX Timothy Plan Large-Mid-Cap Value Fund 0%0%6.76%12.19%
TLVCX Timothy Plan Large-Mid-Cap Value Fund 0%0%8.05%11.68%
TMVIX Timothy Plan Large-Mid-Cap Value Fund 0%0%6.81%12.24%
TQMVX T. Rowe Price QM US Value Equity Fund 0%0%9.19%3.97%
TQVAX T. Rowe Price QM US Value Equity Fund 0%0%9.12%5.16%
TQVIX T. Rowe Price QM US Value Equity Fund 0%0%10.82%4.01%
TSWEX TS&W Equity Portfolio 0%0%2.23%-1.8%
TVAFX Thornburg Small/Mid Cap Core Fund 0%0%5.39%13.14%
TVCFX Thornburg Small/Mid Cap Core Fund 0%0%3.38%12.04%
TVIFX Thornburg Small/Mid Cap Core Fund 0%0%5.52%13.61%
TVIRX Thornburg Small/Mid Cap Core Fund 0%0%4.14%13.32%
TVRFX Thornburg Small/Mid Cap Core Fund 0%0%5.42%13.19%
TVRRX Thornburg Small/Mid Cap Core Fund 0%0%2.81%13.6%
UAVAX USAA Value Fund 0%0%11.37%12.28%
UIVAX USAA Value Fund 0%0%6.84%12.5%
UVALX USAA Value Fund 0%0%10.95%12.51%
VALAX Al Frank Fund 0%0%5.18%7.28%
VALUX Al Frank Fund 0%0%0%0%
VASVX Vanguard Selected Value Fund 0%0%0.42%15.69%
VVOAX Invesco Value Opportunities Fund 0%0%9.65%12.51%
VVOCX Invesco Value Opportunities Fund 0%0%9.46%11.37%
VVONX Invesco Value Opportunities Fund 0%0%1.94%12.91%
VVORX Invesco Value Opportunities Fund 0%0%9.55%12.19%
VVOSX Invesco Value Opportunities Fund 0%0%8.64%12.95%
VWNDX Vanguard Windsor Fund 0%0%1.35%6.07%
VWNEX Vanguard Windsor Fund 0%0%0.86%6.06%