Mutual Fund Finder

Last update: 30-Apr-2013
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Ancora Special Opportunity I ANSIX Small Value Ancora 23.19% 13.6% 10.13% 8.1%
Ancora Special Opportunity C ANSCX Small Value Ancora 22.95% 13.44% 9.54% 7.6%
CNI Charter CSC Small Cap Value N RCBAX Small Value CNI Charter 20.83% 3.61% 25.07% -1.61%
Aegis Value AVALX Small Value Aegis 19.18% 11.92% 18.45% 11.14%
Invesco SmallCapValue Y VSMIX Small Value Invesco 17.53% 11.27% 16.28% 10.67%
Invesco SmallCapValue C VSMCX Small Value Invesco 17.28% 11.19% 15.15% 9.58%
Invesco SmallCapValue B VSMBX Small Value Invesco 17.23% 11.13% 15.53% 10.0%
Fidelity Advisor Small Cap Value A FCVAX Small Value Fidelity Investments 16.44% 16.44% 15.29% 12.46%
Fidelity Advisor Small Cap Value B FCVBX Small Value Fidelity Investments 16.23% 16.23% 14.42% 11.62%
Fidelity Advisor Small Cap Value C FCVCX Small Value Fidelity Investments 16.23% 16.23% 14.43% 11.62%
Towle Deep Value TDVFX Small Value Towle & Co 15.51% 9.47% N/A N/A
Royce Opportunity Invmt RYPNX Small Value Royce 14.56% 9.21% 14.65% 8.66%
Royce Opportunity R ROFRX Small Value Royce 14.44% 9.08% 13.87% 7.78%
Royce Opportunity Consult ROFCX Small Value Royce 14.25% 9.08% 13.34% 7.36%
Hotchkis and Wiley Small Cap Value I HWSIX Small Value Hotchkis and Wiley 14.2% 10.03% 18.36% 11.24%
AssetMark Enhanced Fdmtl Idx Sm Co Val AISVX Small Value AssetMark 13.97% 4.71% 7.34% N/A
Hotchkis and Wiley Small Cap Value C HWSCX Small Value Hotchkis and Wiley 13.89% 9.82% 17.17% 10.25%
DFA US Targeted Value R2 DFTPX Small Value Dimensional Fund Advisors 13.89% 13.89% 13.39% 8.64%
Columbia Small Cap Value Fund II Y CRRYX Small Value Columbia 13.87% 9.16% 14.63% 6.79%
ING Columbia SmallCap Value II Port I ICISX Small Value ING Retirement Funds 13.85% 9.3% 14.88% 6.93%
Columbia Small Cap Value Fund II R5 CRRRX Small Value Columbia 13.84% 9.18% 14.62% 6.78%
Columbia Small Cap Value Fund II R4 CLURX Small Value Columbia 13.81% 9.18% 14.61% 6.78%
Columbia Small Cap Value Fund II I CSLIX Small Value Columbia 13.81% 9.16% 15.04% 7.02%
American Beacon Small Cp Val AMR AASVX Small Value American Beacon 13.77% 13.77% 13.49% 9.48%
DFA US Small Cap Value I DFSVX Small Value Dimensional Fund Advisors 13.75% 13.75% 14.4% 8.5%
ING Columbia SmallCap Value II Port S2 ICVPX Small Value ING Retirement Funds 13.72% 9.16% 14.42% 6.46%
American Beacon Small Cp Val Inst AVFIX Small Value American Beacon 13.71% 13.71% 13.2% 9.21%
ING Columbia SmallCap Value II Port Adv ICSAX Small Value ING Retirement Funds 13.67% 9.13% 14.29% 6.37%
American Beacon Small Cp Val Y ABSYX Small Value American Beacon 13.67% 13.67% 13.06% 9.08%
American Beacon Small Cp Val Inv AVPAX Small Value American Beacon 13.63% 13.63% 12.78% 8.83%
Columbia Small Cap Value Fund II R CCTRX Small Value Columbia 13.6% 9.0% 14.29% 6.49%
Ariel Discovery Institutional ADYIX Small Value Ariel Investments, LLC 13.58% 13.58% N/A N/A
American Beacon Small Cp Val Adv AASSX Small Value American Beacon 13.57% 13.57% 12.63% 8.67%
William Blair Small Cap Value I BVDIX Small Value William Blair 13.54% 13.54% 12.81% 9.22%
William Blair Small Cap Value N WBVDX Small Value William Blair 13.48% 13.48% 12.56% 8.98%
Nationwide US Small Cap Value Instl Svc NWUSX Small Value Nationwide 13.45% 13.45% 13.12% 8.56%
Nationwide US Small Cap Value A NWUAX Small Value Nationwide 13.4% 13.4% 13.08% 8.45%
Dreyfus Small Cap B DSVBX Small Value Dreyfus 13.38% 12.67% 23.69% -4.08%
American Beacon Small Cp Val C ASVCX Small Value American Beacon 13.37% 13.37% 11.74% 7.93%
Nationwide US Small Cap Value C NWUCX Small Value Nationwide 13.22% 13.22% 12.3% 7.74%
MFS New Discovery Value R4 NDVUX Small Value MFS 13.01% 9.52% N/A N/A
James Micro Cap JMCRX Small Value James Advantage 12.98% 9.92% N/A N/A
Rydex S&P MidCap 400 Pure Value H RYAVX Small Value Guggenheim Investments 12.94% 9.04% 10.22% 4.55%
Tocqueville Select TSELX Small Value Tocqueville 12.91% 7.28% 12.3% 9.76%
MFS New Discovery Value A NDVAX Small Value MFS 12.91% 9.43% N/A N/A
Rydex S&P MidCap 400 Pure Value A RYMVX Small Value Guggenheim Investments 12.89% 9.03% 10.22% 4.56%
Vanguard S&P Small-Cap 600 Val Idx Instl VSMVX Small Value Vanguard 12.88% 12.88% N/A N/A
MFS New Discovery Value R2 NDVSX Small Value MFS 12.81% 9.42% N/A N/A
MFS New Discovery Value B NDVBX Small Value MFS 12.77% 9.36% N/A N/A
MFS New Discovery Value C NDVCX Small Value MFS 12.76% 9.38% N/A N/A
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