NEW YORK ( TheStreet) -- Seeking safety, investors have been dumping shaky small stocks and shifting to giant blue chips. That has hurt small value funds, which have dropped 10.9% this year, trailing the S&P 500 by almost eight percentage points, according to Morningstar.But not all small value funds have been pummeled. A few little-known managers have managed to stay ahead of the pack. The winning funds include Adirondack Small Cap (ADKSX), Homestead Small-Company Stock (HSCSX), SouthernSun Small Cap (SSSFX).
3 Small Value Funds That Buck the Trend
Check Out Our Best Services for Investors
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Model portfolio
- Stocks trading below $10
- Intraday trade alerts
Every recommendation goes through 3 layers of intense scrutinyquantitative, fundamental and technical analysisto maximize profit potential and minimize risk.
Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.