🡄 1-20 21-40 41-60 61-80 81-100 101-120 121-140 141-160 161-180 181-200 201-220 221-240 241-260 261-280 281-300 301-320 321-340 341-360 361-380 381-400 401-420 421-440 441-460 461-480 481-500 501-520 521-540 541-560 561-580 581-600 601-620 621-640 641-660 661-680 681-700 701-720 721-740 741-760 761-780 781-800 801-820 821-840 841-860 861-880 881-900 901-920 921-940 941-960 961-980 981-1000 1001-1020 1021-1040 1041-1060 1061-1080 1081-1100 1101-1120 1121-1140 1141-1160 1161-1180 1181-1200 1201-1220 1221-1240 1241-1260 1261-1280 1281-1300 1301-1320 1321-1340 1341-1360 1361-1380 1381-1400 1401-1420 1421-1440 1441-1460 1461-1480 1481-1500 1501-1520 1521-1540 1541-1560 1561-1580 1581-1600 1601-1620 1621-1640 1641-1660 1661-1680 1681-1700 1701-1720 1721-1740 1741-1760 1761-1780 1781-1800 1801-1820 1821-1840 1841-1860 1861-1880 1881-1900 1901-1920 1921-1940 1941-1960 1961-1980 1981-2000 2001-2020 2021-2040 2041-2060 2061-2080 2081-2100 2101-2120 2121-2140 2141-2160 2161-2180 2181-2200 2201-2220 2221-2240 2241-2260 2261-2280 2281-2300 2301-2320 2321-2340 2341-2360 2361-2380 2381-2400 2401-2420 2421-2440 2441-2460 2461-2480 2481-2500 2501-2520 2521-2540 2541-2560 2561-2580 2581-2600 2601-2620 2621-2640 2641-2660 2661-2668 🡆
No. | Name (Ticker) | Short Description | Current Price | %YTD Gains | Expense Ratio | |||
---|---|---|---|---|---|---|---|---|
Sorted by Year-to-Date % Gains. Click on the arrow buttons to sort the table as per the desired column | ||||||||
1. | Tanaka Growth Fund (TGFRX) | The investment seeks growth of capital. The fund invests primarily in common stocks and other equity securities of small, medium and large capitalization ...Detailed Profile | $43.9 | 49.91% | 2.45% | |||
2. | Beck, Mack & Oliver Partners Fund (BMPEX) | The investment seeks long-term capital appreciation with the preservation of capital. The fund invests primarily in a portfolio of common stocks and ...Detailed Profile | $20.05 | 49.43% | 1% | |||
3. | Smead Value Fund Class Y (SVFYX) | The investment seeks long-term capital appreciation. To achieve its investment objective, the fund will maintain approximately 25-30 companies in its ...Detailed Profile | $67.23 | 36.08% | 0.84% | |||
4. | Smead Value Fund Class I1 (SVFFX) | The investment seeks long-term capital appreciation. To achieve its investment objective, the fund will maintain approximately 25-30 companies in its ...Detailed Profile | $67.1 | 35.91% | 0.99% | |||
5. | Smead Value Fund Investor Class (SMVLX) | The investment seeks long-term capital appreciation. To achieve its investment objective, the fund will maintain approximately 25-30 companies in its ...Detailed Profile | $67.02 | 34.32% | 1.26% | |||
6. | Delaware Growth Equity Fund Class A (FICGX) | The investment seeks long-term growth of capital. The fund invests in a portfolio of approximately 35-45 common stocks that the fund's subadviser ...Detailed Profile | $18.69 | 32.18% | 1.14% | |||
7. | Hotchkis & Wiley Value Opportunities Fund Class Institutional (HWAIX) | The fund has a full name Hotchkis & Wiley Value Opportunities Fund Class, and is available for active trading/investments in the American markets in the ...Detailed Profile | $38.94 | 31.94% | 0.97% | |||
8. | Midas Magic (MISEX) | The investment seeks capital appreciation. In pursuit of its investment objective, the fund may invest in any security type (e.g., common and preferred ...Detailed Profile | $29.58 | 31.92% | 3.38% | |||
9. | Poplar Forest Partners Fund Institutional Class (IPFPX) | The fund has a full name Poplar Forest Partners Fund Insti Class, and is available for active trading/investments in the American markets in the USD ...Detailed Profile | $56.61 | 31.9% | 0.96% | |||
10. | Poplar Forest Partners Fund Class A (PFPFX) | The fund has a full name Poplar Forest Partners Fund Class A, and is available for active trading/investments in the American markets in the USD ...Detailed Profile | $56.52 | 31.68% | 1.21% | |||
11. | Hotchkis & Wiley Value Opportunities Fund Class A (HWAAX) | The investment seeks capital appreciation. The fund normally invests in equity securities, such as common stock, preferred stock and convertible ...Detailed Profile | $38.92 | 31.66% | 1.2% | |||
12. | Oakmark Select Fund Class Institutional (OANLX) | The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies. It could own as few as twelve ...Detailed Profile | $63.08 | 31.61% | 0.77% | |||
13. | Monteagle Select Value Fund Class I (MVEIX) | The fund investment attempts long-term capital appreciation. The fund uses a value investing style by investing at least 80% of its assets in the ...Detailed Profile | $12.35 | 31.31% | 1.61% | |||
14. | Oakmark Select Fund Class Advisor (OAYLX) | The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies. It could own as few as twelve ...Detailed Profile | $63 | 31.3% | 0.87% | |||
15. | Oakmark Select Fund Investor Class (OAKLX) | The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies. It could own as few as twelve ...Detailed Profile | $63.07 | 31.2% | 1.01% | |||
16. | Delaware Growth Equity Fund Class R6 (FICIX) | The investment seeks long-term growth of capital. The fund invests in a portfolio of approximately 35-45 common stocks that the fund's subadviser ...Detailed Profile | $19.44 | 30.69% | 0.79% | |||
17. | HCM Tactical Growth Fund Class R (HCMSX) | The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective through investments in (i) domestic equity ...Detailed Profile | $28.34 | 30.46% | 2.25% | |||
18. | Oakmark Fund Institutional Class (OANMX) | The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of U.S. companies. It ...Detailed Profile | $117.1 | 30.01% | 0.66% | |||
19. | Oakmark Fund Advisor Class (OAYMX) | The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of U.S. companies. It ...Detailed Profile | $117 | 29.93% | 0.69% | |||
20. | Natixis Funds Trust II Oakmark Fund Class Y (NEOYX) | The investment seeks long-term capital appreciation. Under normal market conditions, the fund primarily invests in common stocks of U.S. companies. It ...Detailed Profile | $31.97 | 29.86% | 0.95% | |||
🡄 1-20 21-40 41-60 61-80 81-100 101-120 121-140 141-160 161-180 181-200 201-220 221-240 241-260 261-280 281-300 301-320 321-340 341-360 361-380 381-400 401-420 421-440 441-460 461-480 481-500 501-520 521-540 541-560 561-580 581-600 601-620 621-640 641-660 661-680 681-700 701-720 721-740 741-760 761-780 781-800 801-820 821-840 841-860 861-880 881-900 901-920 921-940 941-960 961-980 981-1000 1001-1020 1021-1040 1041-1060 1061-1080 1081-1100 1101-1120 1121-1140 1141-1160 1161-1180 1181-1200 1201-1220 1221-1240 1241-1260 1261-1280 1281-1300 1301-1320 1321-1340 1341-1360 1361-1380 1381-1400 1401-1420 1421-1440 1441-1460 1461-1480 1481-1500 1501-1520 1521-1540 1541-1560 1561-1580 1581-1600 1601-1620 1621-1640 1641-1660 1661-1680 1681-1700 1701-1720 1721-1740 1741-1760 1761-1780 1781-1800 1801-1820 1821-1840 1841-1860 1861-1880 1881-1900 1901-1920 1921-1940 1941-1960 1961-1980 1981-2000 2001-2020 2021-2040 2041-2060 2061-2080 2081-2100 2101-2120 2121-2140 2141-2160 2161-2180 2181-2200 2201-2220 2221-2240 2241-2260 2261-2280 2281-2300 2301-2320 2321-2340 2341-2360 2361-2380 2381-2400 2401-2420 2421-2440 2441-2460 2461-2480 2481-2500 2501-2520 2521-2540 2541-2560 2561-2580 2581-2600 2601-2620 2621-2640 2641-2660 2661-2668 🡆
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