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Top Small Value Funds Outperforming the Market Over One-, Three-, and Five-Year Periods
ByAinvest
Thursday, Nov 6, 2025 2:50 pm ET1min read
Small-value funds have historically outperformed the market in the long term, despite recent lagging performance. Four top-performing funds include DFA US Targeted Value Portfolio, Diamond Hill Small Cap Fund, Fidelity Small Cap Value Fund, and Invesco Small Cap Value Fund. These funds have returned 9.35% over the last three years and 12.93% over the last five years, compared to the Morningstar US Market Index's returns of 22.98% and 14.97%, respectively.
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