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TheStreet Rating

List of 20 Best Value-Stock Funds

Top-Rated Mutual Funds

"Value" mutual funds aim to hold stocks that are selling at a discount to intrinsic value -- these funds can be actively or passively managed and often hold dividend-paying stocks.

Top-Rated Value Mutual Funds as of 3/31/15

Fund NameGet InfoOverall RatingRisk Grade
Harbor Mid Cap Value InvHIMVXA+B-
Delaware Large Cap Value Eqty PortDPDEXA+B-
Fidelity Value Discovery FdFVDFXA+B-
Amer Beacon Bridgeway LC Val ABWLAXA+B-
Fidelity Adv Mid Cap Value AFMPAXA+B-
Vanguard Mid-Cap Value Index InvVMVIXA+B-
Vanguard US Value InvVUVLXA+B-
Homestead ValueHOVLXA+B-
Tax Mgd US MktWide Val II InstDFMVXA+B-
Lord Abbett Eq Tr Calib MCV ALVMAXA+B-
American Century VP Mid Cap Val IIAVMTXA+B-
Fidelity Blue Chip ValueFBCVXA+B-
Robeco Boston Ptrs All Cap Val InvBPAVXA+B-
Boyar Value FundBOYAXA+B
Vanguard Small-Cap Value Index InvVISVXA+C+
Monteagle Select Val InstMVEIXA+C+
Westwood SmallCap Value InstWHGSXA+C+
Fidelity LgCp Val Enh Idx FdFLVEXA+B-
Transamerica Prt Large ValueDVEIXA+B-
Prudential Mid-Cap Value ASPRAXA+C+

Source: TheStreet Ratings

The 20 value mutual funds (listed above) are ranked highest by TheStreet Ratings' methodology.

Best Mutual Funds for 2015

Mutual Fund Center

Value-Stock Mutual Funds

Low default rates and a slow-moving Federal Reserve will keep high-yield bonds aloft, says Jim Caron, Managing Director in Morgan Stanley Investment Management's Fixed Income team.
4/13/15 4:05PM
With the global economy growing, demand improves for energy and metals.
5/30/14 11:07AM
Closed-ends reached bargain levels because of fears about rising interest rates.
5/5/14 9:23AM
Ibbotson's new mutual funds shine by avoiding stocks with high trading volumes.
5/1/14 8:38AM
The question is whether the conflict in Ukraine has pushed the stocks low enough for bargain hunters.
4/24/14 9:02AM
After suffering badly in the downturn, European small stocks are benefiting from the recovery.
4/22/14 9:14AM
Financial advisers used to see small-cap stocks outperforming bigger stocks but that view may be changing.
4/4/14 10:46AM
In the choppy emerging markets, some winning managers use distinctive strategies to limit losses.
4/2/14 10:01AM
After the downturn, dividend ETFs sell at modest multiples.
3/27/14 10:46AM
All-cap mutual funds can deliver solid results under different market conditions.
3/25/14 8:51AM
Low-turnover portfolios have been found to outdo rapid traders.
3/13/14 10:58AM
Perhaps. Computerized systems are building low-cost portfolios and costing investors less.
3/6/14 10:48AM
Investors hungry for higher yields may want to consider ETFs that invest in closed-end funds.
2/14/14 10:19AM
Portfolio managers can still find undiscovered shares that sell at hefty discounts.
2/3/14 10:34AM
Here are some balanced mutual funds that boosted returns with high-yield bonds.
1/23/14 10:51AM

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