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Mutual Fund Finder

Last update: 30-Jun-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
MFS? New Discovery Value R4 NDVUX Small Value MFS
BMO Small-Cap Value R-6 BSVGX Small Value BMO Funds
BMO Small-Cap Value Y MRSYX Small Value BMO Funds
Principal Small-MidCap Dividend Inc Inst PMDIX Small Value Principal Funds
Huber Capital Small Cap Value Inv HUSIX Small Value Huber Funds
Royce Opportunity Select Service ROSSX Small Value Royce
Huber Capital Small Cap Value Instl HUSEX Small Value Huber Funds
Small Cap Value SCAPX Small Value Adam Asset Funds
BMO Small-Cap Value R-3 BSVDX Small Value BMO Funds
BMO Small-Cap Value I MRSNX Small Value BMO Funds
Royce Opportunity Select Invmt ROSFX Small Value Royce
MFS? New Discovery Value I NDVIX Small Value MFS
MFS? New Discovery Value R5 NDVVX Small Value MFS
DFA Tax-Managed US Targeted Value DTMVX Small Value Dimensional Fund Advisors
Adirondack Small Cap ADKSX Small Value Adirondack Funds
Diamond Hill Small Cap A DHSCX Small Value Diamond Hill Funds
DFA US Targeted Value I DFFVX Small Value Dimensional Fund Advisors
Nationwide US Small Cap Value Instl Svc NWUSX Small Value Nationwide
MFS? New Discovery Value C NDVCX Small Value MFS
Touchstone Small Cap Value Institutional TVOIX Small Value Touchstone
DFA US Targeted Value R1 DFTVX Small Value Dimensional Fund Advisors
American Beacon Zebra Small Cap Eq Inv AZSPX Small Value American Beacon
Diamond Hill Small Cap C DHSMX Small Value Diamond Hill Funds
Robeco Boston Partners Sm Cap Val II Inv BPSCX Small Value Robeco Investment Funds
MFS? New Discovery Value R1 NDVRX Small Value MFS
Columbia Multi-Advisor Sm Cp Val R5 RSCVX Small Value Columbia
Undiscovered Mgrs Behavioral Value R6 UBVFX Small Value JPMorgan
Munder Veracity Small-Cap Value R6 MVSSX Small Value Munder
Delaware Small Cap Value C DEVCX Small Value Delaware Investments
Franklin Small Cap Value R6 FRCSX Small Value Franklin Templeton Investments
Wells Fargo Advantage Spec SmCp Val I ESPNX Small Value Wells Fargo Advantage
Great-West Invesco Small Cap Value Init MXSVX Small Value Great-West Funds
Columbia Small Cap Value Fund II R4 CLURX Small Value Columbia
Munder Veracity Small-Cap Value K MKVSX Small Value Munder
DFA US Small Cap Value I DFSVX Small Value Dimensional Fund Advisors
Undiscovered Mgrs Behavioral Value Sel UBVSX Small Value JPMorgan
American Beacon Small Cp Val AMR AASVX Small Value American Beacon
Cove Street Capital Small Cap Val Inv CSCSX Small Value Cove Street Capital
Undiscovered Mgrs Behavioral Value B UBVBX Small Value JPMorgan
Delaware Small Cap Value A DEVLX Small Value Delaware Investments
Consulting Group Small Cap Value Equity TSVUX Small Value Smith Barney
DFA US Targeted Value R2 DFTPX Small Value Dimensional Fund Advisors
Undiscovered Mgrs Behavioral Value R2 UBVRX Small Value JPMorgan
Franklin MicroCap Value R6 FMCVX Small Value Franklin Templeton Investments
JPMorgan Small Cap Value R5 JSVRX Small Value JPMorgan
Cove Street Capital Small Cap Val Instl CSCAX Small Value Cove Street Capital
Munder Veracity Small-Cap Value R MRVSX Small Value Munder
Touchstone Small Cap Value C TVOCX Small Value Touchstone
Delaware Small Cap Value B DEVBX Small Value Delaware Investments
MFS? New Discovery Value R3 NDVTX Small Value MFS
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(234 Items)