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Mutual Fund Finder

Last update: 31-Dec-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
BMO Small-Cap Value I MRSNX Small Value BMO Funds
Undiscovered Mgrs Behavioral Value Sel UBVSX Small Value JPMorgan
Royce Opportunity Select Service ROSSX Small Value Royce
Victory Integrity Small-Cap Value Y VSVIX Small Value Munder
Ancora MicroCap I ANCIX Small Value Ancora
Towle Deep Value TDVFX Small Value Towle & Co
Royce Opportunity Select Invmt ROSFX Small Value Royce
Vanguard Small Cap Value Index Admiral VSIAX Small Value Vanguard
Invesco SmallCapValue Y VSMIX Small Value Invesco
Invesco SmallCapValue C VSMCX Small Value Invesco
BMO Small-Cap Value R-6 BSVGX Small Value BMO Funds
Undiscovered Mgrs Behavioral Value R6 UBVFX Small Value JPMorgan
Undiscovered Mgrs Behavioral Value Inst UBVLX Small Value JPMorgan
Invesco SmallCapValue B VSMBX Small Value Invesco
Vanguard Small Cap Value Index Inv VISVX Small Value Vanguard
Walthausen Small Cap Value WSCVX Small Value Walthausen Funds
Vanguard Small Cap Value Index I VSIIX Small Value Vanguard
Invesco SmallCapValue A VSCAX Small Value Invesco
Target Small Capitalization Value T TASVX Small Value Target Program
AllianzGI NFJ Small-Cap Value Admin PVADX Small Value Allianz Funds
AST Small Cap Value ASTSMALLCAPV Small Value Advanced Series Trust
Columbia Small Cap Value Fund II Z NSVAX Small Value Columbia
Columbia Small Cap Value Fund II R5 CRRRX Small Value Columbia
Victory Small Company Opportunity I VSOIX Small Value Victory
Hotchkis & Wiley Small Cap Value A HWSAX Small Value Hotchkis and Wiley
MFS® New Discovery Value R3 NDVTX Small Value MFS
MFS® New Discovery Value R2 NDVSX Small Value MFS
Undiscovered Mgrs Behavioral Value C UBVCX Small Value JPMorgan
Perkins Small Cap Value N JDSNX Small Value Janus
JPMorgan Small Cap Value R6 JSVUX Small Value JPMorgan
Robeco Boston Partners Sm Cap Val II I BPSIX Small Value Robeco Investment Funds
Undiscovered Mgrs Behavioral Value B UBVBX Small Value JPMorgan
Wells Fargo Advantage Spe Sm Cp Val R6 ESPRX Small Value Wells Fargo Advantage
AllianzGI NFJ Small-Cap Value A PCVAX Small Value Allianz Funds
Principal SmallCap Value II P PSCPX Small Value Principal Funds
JPMorgan Small Cap Value Select PSOPX Small Value JPMorgan
American Beacon Small Cp Val AMR AASVX Small Value American Beacon
BMO Small-Cap Value R-3 BSVDX Small Value BMO Funds
Principal SmallCap Value II R6 PSMVX Small Value Principal Funds
Victory Integrity Small-Cap Value A VSCVX Small Value Munder
Principal SmallCap Value II R5 PLARX Small Value Principal Funds
Quaker Small-Cap Value I QSVIX Small Value Quaker
American Beacon Small Cp Val Y ABSYX Small Value American Beacon
MFS® New Discovery Value C NDVCX Small Value MFS
Vericimetry U.S. Small Cap Value VYSVX Small Value Vericimetry Funds
DFA US Targeted Value I DFFVX Small Value Dimensional Fund Advisors
Vanguard S&P Small-Cap 600 Val Idx Instl VSMVX Small Value Vanguard
Snow Capital Small Cap Value Instl SNWIX Small Value Snow Capital Funds
Wells Fargo Advantage Spec SmCp Val Adm ESPIX Small Value Wells Fargo Advantage
Diamond Hill Small Cap C DHSMX Small Value Diamond Hill Funds
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