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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 |
|---|
| APPLX | Appleseed | 13.97 | 60.82 | 80.89 | NA | NA | | PAVOX | ING Value Choice O | 13.03 | 54.70 | 83.64 | NA | NA | | IVCWX | ING Value Choice W | 13.02 | 54.94 | 84.04 | NA | NA | | PAVAX | ING Value Choice A | 12.97 | 54.68 | 83.69 | 3.68 | NA | | PAVCX | ING Value Choice C | 12.81 | 53.63 | 82.26 | 2.92 | NA | | PAVBX | ING Value Choice B | 12.80 | 53.57 | 82.16 | 2.89 | NA | | UGLYX | Leuthold Undervalued and Unloved | 11.06 | 26.69 | 34.62 | -7.28 | NA | | HRSVX | Heartland Select Value | 9.55 | 34.59 | 49.52 | -1.03 | 5.83 | | FLCGX | Flex-funds Quantex | 9.44 | 64.68 | 86.72 | -4.27 | 2.29 | | MEIFX | Meridian Equity Income | 9.33 | 19.92 | 32.58 | -5.68 | NA |
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 |
|---|
| PAVAX | ING Value Choice A | 12.97 | 54.68 | 83.69 | 3.68 | NA | | PAVCX | ING Value Choice C | 12.81 | 53.63 | 82.26 | 2.92 | NA | | PAVBX | ING Value Choice B | 12.80 | 53.57 | 82.16 | 2.89 | NA | | VETAX | Victory Established Value A | 6.92 | 29.42 | 43.59 | -0.17 | 5.69 | | JMCVX | Perkins Mid Cap Value J | 5.68 | 27.24 | 39.85 | -0.19 | 5.40 | | SEVAX | Rydex/SGI Mid Cap Value A | 3.69 | 33.06 | 49.93 | -0.23 | 6.01 | | GETGX | Victory Established Value R | 6.91 | 29.31 | 43.56 | -0.31 | 5.55 | | BABFX | Bread & Butter | 4.57 | 24.94 | 40.06 | -0.40 | NA | | ARTQX | Artisan Mid Cap Value | 7.93 | 34.49 | 59.86 | -0.42 | 5.92 | | BPMCX | Robeco Mid Cap Value Inv | 7.41 | 36.36 | 54.62 | -0.43 | 5.28 |
* Performance numbers for periods greater than one year are annualized. Excludes mutual funds closed to new investors. | 
