I was thinking about doing an article on the top value funds, and creating an AlphaClone portfolio on them. (Or maybe a follow up to Buffet’s Graham and Doddsville speech.)
Leave a comment with your 5 favorite/top value funds. A short list is below and let me know if I left any off:
Berkshire Hathaway BRK.B
Ariel Appreciation CAAPX
Barron Asset BARAX
Bruce BRUFX
Clipper CFIMX
Constellation Sands PTSGX
Excelsior Value & Rest UMBIX
Fairholme FAIRX
Fidelity Low Priced Stock FLPSX
FPA Capital FPPTX
Harbor LC Value HAVLX
Jensen JENSX
Keely Small Cap Value KSCVX
Legg Mason Opp Trust LMOPX
Legg Mason Value Trust LMVTX
Longleaf Partners LLPFX
Mairs and Power MPGFX
Markel Gayner MKL
Matrix Advisors MAVFX
Muhlenkamp Fund MUHLX
Oak Value OAKVX
Oakmark OAKMX
Oakmark Select OAKLX
Olstein Financial Alert OFALX
Selected American SLASX
Sequoia SEQUX
Third Avenue TAVFX
Torray TORYX
Turnaround Fund TURNX
Tweedy Browne TWEBX
Wasatch Micro Cap WMICX
Weitz Hickory WEHIX
Weitz Partners WPOPX
Weitz Partners WPVLX
Weitz Value WVALX
Yacktman YACKX
Others mentioned:
FPA Crescent FPACX
Royce funds RYSEX, PENNX
Arnie Schneider’s funds, SCMLX and SCMVX
Forrester Value
Dodge and Cox Stock Fund, DODGX
Delafield DEFIX
Berwyn BERYX
Berwyn Cornerstone BERCX
Tamarack Micro Cap Value TMVSX
Heartland Value HRTVX
Davis NY Venture NYVTX
T Rowe Price Value TRVLX
Tweedy Browne Value TWEBX
Wintergreen WGRNX
Heartland Value Plus HRVIX
Perkins Small Cap Value Fund, JSCVX
Pinnacle Value, PVFIX
Snow Capital Opportunity Fund, SNOIX
