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Mutual Fund Finder

Last update: 31-Jul-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Walthausen Small Cap Value WSCVX Small Value Walthausen Funds
Principal Small-MidCap Dividend Inc P PMDPX Small Value Principal Funds
Invesco SmallCapValue C VSMCX Small Value Invesco
Huber Capital Small Cap Value Instl HUSEX Small Value Huber Funds
Undiscovered Mgrs Behavioral Value Inst UBVLX Small Value JPMorgan
BMO Small-Cap Value Y MRSYX Small Value BMO Funds
Principal Small-MidCap Dividend Inc C PMDDX Small Value Principal Funds
MFS? New Discovery Value R4 NDVUX Small Value MFS
BMO Small-Cap Value R-6 BSVGX Small Value BMO Funds
MFS? New Discovery Value R5 NDVVX Small Value MFS
Invesco SmallCapValue B VSMBX Small Value Invesco
Huber Capital Small Cap Value Inv HUSIX Small Value Huber Funds
MFS? New Discovery Value I NDVIX Small Value MFS
Royce Opportunity Select Invmt ROSFX Small Value Royce
BMO Small-Cap Value I MRSNX Small Value BMO Funds
Undiscovered Mgrs Behavioral Value Sel UBVSX Small Value JPMorgan
Principal Small-MidCap Dividend Inc Inst PMDIX Small Value Principal Funds
Undiscovered Mgrs Behavioral Value R6 UBVFX Small Value JPMorgan
Columbia Multi-Advisor Sm Cp Val I CAVIX Small Value Columbia
American Beacon Small Cp Val Inst AVFIX Small Value American Beacon
Perritt Ultra MicroCap PREOX Small Value Perritt
Principal Small-MidCap Dividend Inc A PMDAX Small Value Principal Funds
AllianzGI NFJ Small-Cap Value R6 ANFVX Small Value Allianz Funds
DFA US Targeted Value R2 DFTPX Small Value Dimensional Fund Advisors
JPMorgan Small Cap Value R5 JSVRX Small Value JPMorgan
Delaware Small Cap Value A DEVLX Small Value Delaware Investments
Consulting Group Small Cap Value Equity TSVUX Small Value Smith Barney
Franklin MicroCap Value R6 FMCVX Small Value Franklin Templeton Investments
Undiscovered Mgrs Behavioral Value R2 UBVRX Small Value JPMorgan
Touchstone Small Cap Value C TVOCX Small Value Touchstone
Delaware Small Cap Value B DEVBX Small Value Delaware Investments
AllianzGI NFJ Small-Cap Value R PNVRX Small Value Allianz Funds
MFS? New Discovery Value C NDVCX Small Value MFS
Snow Capital Small Cap Value Instl SNWIX Small Value Snow Capital Management L.P.
Prudential Small Cap Value Z PSVZX Small Value Prudential Investments
Wells Fargo Advantage Spec SmCp Val Adm ESPIX Small Value Wells Fargo Advantage
DFA US Targeted Value I DFFVX Small Value Dimensional Fund Advisors
Adirondack Small Cap ADKSX Small Value Adirondack Funds
Undiscovered Mgrs Behavioral Value A UBVAX Small Value JPMorgan
Diamond Hill Small Cap A DHSCX Small Value Diamond Hill Funds
American Century Small Cap Value Inv ASVIX Small Value American Century Investments
Hotchkis & Wiley Small Cap Value I HWSIX Small Value Hotchkis and Wiley
Northern Small Cap Value NOSGX Small Value Northern Funds
Delaware Small Cap Value R DVLRX Small Value Delaware Investments
American Century Small Cap Value Instl ACVIX Small Value American Century Investments
Touchstone Small Cap Value Y TVOYX Small Value Touchstone
Invesco SmallCapValue A VSCAX Small Value Invesco
Vanguard Small Cap Value Index I VSIIX Small Value Vanguard
Columbia Small Cap Value Fund II R4 CLURX Small Value Columbia
DFA US Small Cap Value I DFSVX Small Value Dimensional Fund Advisors
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