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
CopleyCOPLXA+B-
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

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