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Short term: Funds with the best performance in their category for the last 3 months * | Symbol | Company | 3-month | YTD | 1-year | 3-year | 5-year |
|---|
| QMCBX | Quaker Mid-Cap Value B | 21.76 | 23.07 | 3.60 | -10.44 | -2.44 | | UMPSX | ProFunds UltraMid Cap Svc | 19.07 | 57.33 | 72.95 | -19.55 | -5.53 | | FMVPX | SunAmerica Focused Mid-Cap Value A | 16.07 | 50.87 | 48.48 | -5.08 | NA | | GABVX | Gabelli Value A | 13.84 | 40.78 | 63.01 | -5.73 | 0.79 | | MMOAX | MainStay Mid Cap Core A | 13.71 | 32.79 | 38.60 | -6.13 | 1.80 | | MMOUX | MainStay Mid Cap Core Inv | 13.69 | 32.73 | 38.55 | NA | NA | | GVCCX | Gabelli Value C | 13.60 | 39.76 | 61.76 | -6.43 | 0.03 | | MMORX | MainStay Mid Cap Core R3 | 13.58 | 32.43 | 38.22 | -6.40 | NA | | GVCBX | Gabelli Value B | 13.51 | 39.68 | 61.71 | -6.46 | 0.02 | | MMOCX | MainStay Mid Cap Core C | 13.47 | 31.90 | 37.42 | -6.88 | 1.01 |
Long term: Funds with the best performance in their category for the last 3 years * | Symbol | Company | 3-month | YTD | 1-year | 3-year | 5-year |
|---|
| NVOAX | Nuveen Tradewinds Value Opportunities A | 11.78 | 50.38 | 79.51 | 4.51 | NA | | TILDX | Tilson Dividend | 11.17 | 43.47 | 59.75 | 4.38 | NA | | NVOBX | Nuveen Tradewinds Value Opportunities B | 11.60 | 49.36 | 78.17 | 3.74 | NA | | NVOCX | Nuveen Tradewinds Value Opportunities C | 11.56 | 49.31 | 78.11 | 3.73 | NA | | GABCX | Gabelli ABC | 1.03 | 5.28 | 7.79 | 3.50 | 5.30 | | UMBMX | Scout Mid Cap | 10.16 | 41.12 | 57.58 | 3.24 | NA | | FMIMX | FMI Common Stock | 2.21 | 31.87 | 53.63 | 1.43 | 5.99 | | LVOAX | Lord Abbett Value Opportunities A | 4.43 | 28.38 | 42.89 | 0.97 | NA | | RYPRX | Royce Premier Invmt | 5.14 | 28.59 | 45.40 | 0.96 | 6.16 | | LVOPX | Lord Abbett Value Opportunities P | 4.44 | 28.30 | 42.82 | 0.88 | NA |
* Performance numbers for periods greater than one year are annualized. Excludes mutual funds closed to new investors. | 
