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Fund Spy

Small-Value Funds Worth a Look

Four leading funds in a lagging category.

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It has been a sluggish bull market lately for value investors, particularly those of the small-cap persuasion.

Through October 2017, the small-value Morningstar Category were lagging most other peer groups' trailing returns for the year to date, one-, three-, and five-year periods. Perhaps that means it's time to take a closer look at some of our best ideas among value-oriented small-cap equity funds.

Dan Culloton has a position in the following securities mentioned above: RYSEX. Find out about Morningstar’s editorial policies.