6 Best Mutual Funds for Investing in Value Stocks

6 Best Mutual Funds for Investing in Value Stocks


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6 Best Mutual Funds for Investing in Value Stocks
By:
02 Dec 2016
Business

Dodge & Cox Stock (DODGX), a longtime member of the Kiplinger 25, invests in companies with bright prospects and depressed share prices. The fund charges 0.52% a year, one of the lowest expense ratios you’ll find among actively managed funds with modest minimums.

If you want to own undervalued small-company stocks, look no further than T. Rowe Price Small-Cap Value (PRSVX), also a member of the Kip 25. David Wagner, the fund’s manager since June 2014, has been reshaping the port­folio, and the fund is having a banner 2016, returning 14.4% in the first nine months of the year. Annual fees, at 0.80%, are reasonable.

Plenty of ETFs specialize in value stocks. Our top picks include PowerShares Dynamic Large Cap Value (PWV, $31), SPDR S&P 400 Mid Cap Value(MDYV, $86), Vanguard Small-Cap Value (VBR, $111) and Vanguard Value (VTV, $87). With an expense ratio of 0.57%, the PowerShares fund is a bit pricey for an ETF. The others charge 0.15%, 0.08% and 0.08%, respectively.


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Rahul Raj

Rahul Raj

This lazy StoryTeller forgot to write something about itself.


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