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3 of Our Favorite Value Funds

Our analysts think Royce Special Equity, Oakmark Select, and Neuberger Berman Equity Income are good options for the long term.

3 of Our Favorite Value Funds
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Jeremy Glaser: Value funds have been underperforming this year. For example, the large-value category was up only 16% versus a 28% increase in large-growth funds. Investors are looking to top off their value exposure. We're going to look at these three medalist funds.

Tony Thomas: Although Silver-rated Royce Special Equity has struggled for much of 2017, trailing two thirds of its small-value peers, managers, Charlie Dreifus and Steve McBoyle continue to maintain portfolio's quality orientation that has served investors over the long term.

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Tony Thomas does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.