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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
Huber Capital Small Cap Value Instl HUSEX Small Value Huber Funds
Undiscovered Mgrs Behavioral Value Inst UBVLX Small Value JPMorgan
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
Walthausen Small Cap Value WSCVX Small Value Walthausen Funds
Principal Small-MidCap Dividend Inc P PMDPX 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
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
Principal Small-MidCap Dividend Inc C PMDDX Small Value Principal Funds
BMO Small-Cap Value Y MRSYX Small Value BMO Funds
Invesco SmallCapValue C VSMCX Small Value Invesco
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
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
Delaware Small Cap Value R DVLRX Small Value Delaware Investments
American Century Small Cap Value Instl ACVIX Small Value American Century Investments
Great-West Invesco Small Cap Value Init MXSVX Small Value Great-West Funds
Vanguard Small Cap Value Index Inv VISVX Small Value Vanguard
AllianzGI NFJ Small-Cap Value Instl PSVIX Small Value Allianz Funds
BMO Small-Cap Value A BACVX Small Value BMO Funds
BMO Small-Cap Value R-3 BSVDX Small Value BMO Funds
Munder Veracity Small-Cap Value Y VSVIX Small Value Munder
American Beacon Small Cp Val Y ABSYX Small Value American Beacon
American Beacon Zebra Small Cap Eq Y AZSYX Small Value American Beacon
Diamond Hill Small Cap Y DHSYX Small Value Diamond Hill Funds
Vanguard Small Cap Value Index Admiral VSIAX Small Value Vanguard
Fidelity Advisor? Small Cap Value I FCVIX Small Value Fidelity Investments
MFS? New Discovery Value B NDVBX Small Value MFS
Invesco SmallCapValue Y VSMIX Small Value Invesco
American Beacon Zebra Small Cap Eq Inst AZSIX Small Value American Beacon
Columbia Small Cap Value Fund II Y CRRYX Small Value Columbia
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 Tax-Managed US Targeted Value DTMVX Small Value Dimensional Fund Advisors
Nationwide US Small Cap Value Instl NWUIX Small Value Nationwide
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