TheStreet Ratings

Value Funds - 20 Best Value-Stock Mutual Funds - TheStreet

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 10/31/16

Fund NameGet InfoOverall RatingRisk Grade
AQR US Defensive Equity NAUENXA+B-
Vanguard Mega Cap ValueVMVLXA+B-
CopleyCOPLXA+B-
American Century NT Md Cp ValACDSXA+B-
Vanguard Value Index InvVIVAXA+B-
American Century VP Mid CapAVMTXA+C+
American Century VP Value IIAVPVXA+B-
Dean Mid Cap ValueDALCXA+B-
Fidelity Value Discovery FdFVDFXA+B-
Vanguard Mid-Cap Value IndexVMVIXA+C+
Vanguard Russell 1000 Val IdxVRVIXA+B-
SEI Inst Inv Managed Vol FundSVYAXA+C+
Fidelity LgCp Val Enh Idx FdFLVEXA+B-
Invesco Diversified DividendLCEAXAB-
Delaware Large Cap Value EqtyDPDEXAC+
Amer Beacon Bridgeway LC ValBWLAXAB-
T Rowe Price Instl Lg Cap ValTILCXAC+
Delaware Value ADDVAXAB-
Boston Partners All Cap ValBPAVXAC+
Great Lakes Large Cap ValueGLLIXAC+

Source: TheStreet Ratings

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

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Value-Stock Mutual Funds

Here are top picks for 2017 from Diane Jaffee, portfolio manager for the TCW Relative Value Dividend Appreciation Fund.
11/21/16 10:51AM
Doug Bond, portfolio manager for the Cohen & Steers Closed-End Opportunity Fund, says these funds will perform better than bond funds should the Fed raise interest rates.
11/1/16 10:10AM
Dumping them for their higher costs misses the bigger picture, says Karen McQuiston, managing director at Prudential Global Investment Management.
10/28/16 4:44PM
Bill Hench, portfolio manager for the Royce Opportunity Fund, has a few suggestions.
10/27/16 12:13PM
There is plenty of downside risk in today's equity markets due to slow global growth. Investors need a 'Post-Modern Portfolio Theory' to face it head on.
10/19/16 12:58PM
Yes, the sector has been abysmal but these four stocks are the best of the bunch, says Ryan Kelley of Hennessy.
9/22/16 10:37AM
SoftBank is one of 4 stocks to fire up your portfolio, says ASTON/Pictet portfolio manager Benjamin Beneche.
9/15/16 3:44PM
William Smead of the Smead Value Fund recommends his stock picks.
9/14/16 11:41AM
Greg Nathan, portfolio manager for the FPA U.S. Value Fund, is ignoring the clamor over drug pricing with these choices.
9/12/16 4:46PM
Floyd Tyler, portfolio manager of Preserver Alternative Opportunities Fund, found these picks off the beaten track.
9/9/16 11:50AM
It was a year ago this week that a flash crash sent ETFs into uncharted territory.
8/22/16 1:55PM
Gold is up an impressive 27% thus far in 2016, but gold miner funds are up multiples of that.
8/11/16 4:40PM
John Manley, chief equity strategist at Wells Fargo Fund, is encouraged by the guidance he's been seeing.
8/9/16 12:29PM
The wild success of Pokémon Go has sent shares of Nintendo up 50% in the past month. And there is more to come long term.
8/8/16 5:00PM
These real estate investment trusts are the way to go, says Marc Halle, senior portfolio manager of the Prudential Global Real Estate Fund.
7/28/16 5:11PM