TheStreet Ratings

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 6/30/16

Fund NameGet InfoOverall RatingRisk Grade
AQR US Defensive Equity NAUENXA+B-
Delaware Value ADDVAXA+B-
Dean Mid Cap ValueDALCXA+B-
Invesco Diversified Dividend ALCEAXA+B-
Vanguard Mega Cap Value Index IVMVLXA+B-
Cullen High Dividend Equity RetailCHDEXA+C+
Queens Road Small Cap Value FundQRSVXA+B
Vanguard Value Index InvVIVAXA+B-
American Century VP Mid Cap Val IIAVMTXA+C+
SEI Inst Inv Managed Vol Fund ASVYAXA+C+
Boston Common US EquityBCAMXA+B-
Delaware Large Cap Value Eqty PortDPDEXA+C+
American Century VP Value IIAVPVXA+C+
Cullen Value Fund RetailCVLEXAB-
Vanguard Mid-Cap Value Index InvVMVIXAC+
Commerce ValueCFVLXAC+
Schwab Fundm US Large Co IndexSFLNXAC+
Vanguard Russell 1000 Val Index InsVRVIXAC+
Amer Beacon Bridgeway LC Val ABWLAXAB-

Source: TheStreet Ratings

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

Best Mutual Funds for

Mutual Fund Center

Value-Stock Mutual Funds

Interactive Brokers' business has competitive advantages that will soon translate into stock gains, fund manager Jim Sanford says. See what other stocks he's bullish on.
7/20/16 6:10PM
Wall Street is not rigged, says author Spencer Jakab. The problem is that it provides the tools for small investors to shoot themselves in the foot.
7/16/16 12:01PM
Should investors be looking at municipal bonds for safety and yield?
6/28/16 2:34PM
The current low-yield, high-volatility market is making preferred stocks all the more attractive, said Ben Fulton of Elkhorn Investments.
6/22/16 11:00AM
The S&P 500 Index is up 2.6% so far in 2016 with utility stocks leading the way.
6/20/16 1:39PM
David Marcus, portfolio manager for the Evermore Global Value Fund, is trying to change that perception.
6/8/16 9:25AM
Franklin Templeton is taking its investing expertise into the strategic beta exchange-traded fund arena.
6/6/16 1:46PM
Tom Forester, portfolio manager for the Forester Value Fund, said Pfizer's ability to make deals is only one reason why this stock will make you money.
5/25/16 6:19PM
First-quarter earnings season is nearly over, and that means it's time to refocus, says John Manley of Wells Fargo Funds.
5/23/16 1:09PM
Portfolio manager Steve Scruggs is bullish on Delta Apparel, UGI, Cato and Hilltop Holdings.
5/19/16 3:05PM
Canadian Pacific Railway dropped its bid to hook up with Norfolk Southern last month, but that doesn't mean Norfolk's shares are unattractive.
5/12/16 3:44PM
Josh Strauss of the Appleseed Fund suggests four stocks for investors looking for cheap companies or high dividends.
5/11/16 1:54PM
Investors were yield-hungry in April, climbing back into dividend-paying stocks like AT&T, Ford and Wells Fargo.
5/9/16 4:56PM
Alpine Total Dynamic Dividend trades at a 16.4 percent discount to its net asset value, below its three year average discount of 14.7 percent.
4/22/16 11:12AM
The Hennessy Japan Fund (HJPNX) is up 8% this year, even though the appreciating yen has caused the Nikkei 225 Index to drop more than 8%.
4/21/16 1:50PM