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Mutual Fund Finder

Last update: 30-Sep-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Putnam Capital Opportunities R PCORX Small Blend Putnam
Gabelli Small Cap Growth I GACIX Small Blend Gabelli
Goldman Sachs Small Cap Value C GSSCX Small Blend Goldman Sachs
Thomson Horstmann & Bryant Microcap Inv THBVX Small Blend Thomson Horstmann & Bryant
Goldman Sachs Small Cap Value B GSQBX Small Blend Goldman Sachs
Nuveen NWQ Small/Mid-Cap Value R3 NWQRX Small Blend Nuveen
Nuveen NWQ Small-Cap Value R6 NSCFX Small Blend Nuveen
SSgA Dynamic Small Cap A SSSDX Small Blend State Street Global Advisors
BMO Small-Cap Core I BSCNX Small Blend BMO Funds
Royce Total Return Invmt RYTRX Small Blend Royce
Walthausen Select Value Institutional WSVIX Small Blend Walthausen Funds
Putnam Capital Opportunities M POPMX Small Blend Putnam
Columbia Select Smaller-Cap Value A SSCVX Small Blend Columbia
AllianzGI Small-Cap Blend P AZBPX Small Blend Allianz Funds
Nuveen Symphony Small Cap Core A NSSAX Small Blend Nuveen
Nuveen NWQ Small-Cap Value I NSCRX Small Blend Nuveen
TETON Westwood Mighty Mites A WMMAX Small Blend Gabelli
Gabelli Small Cap Growth A GCASX Small Blend Gabelli
VY JPMorgan Small Cap Core Equity S IJSSX Small Blend Voya
Eaton Vance Tx-Mgd Small-Cap Value A ESVAX Small Blend Eaton Vance
Gabelli Small Cap Growth AAA GABSX Small Blend Gabelli
Eagle Smaller Company I EGEIX Small Blend Eagle Funds
Munder Micro-Cap Equity A MMEAX Small Blend Munder
ASTON/River Road Select Value N ARSMX Small Blend Aston
Voya Small Company B ASMLX Small Blend Voya
Voya Small Company C ASCCX Small Blend Voya
Walthausen Select Value Retail WSVRX Small Blend Walthausen Funds
Royce Total Return K RTRKX Small Blend Royce
Transparent Value Small-Cap I TVSIX Small Blend Transparent Value Trust
Shelton S&P Smallcap Index Direct SMCIX Small Blend Shelton Capital Management
AllianzGI Small-Cap Blend A AZBAX Small Blend Allianz Funds
Nuveen NWQ Small-Cap Value A NSCAX Small Blend Nuveen
Vanguard Tax-Managed Small Cap I VTSIX Small Blend Vanguard
BMO Small-Cap Core Y BSCYX Small Blend BMO Funds
PNC Small Cap Index I PISCX Small Blend PNC Funds
Nuveen NWQ Small/Mid-Cap Value C NSMCX Small Blend Nuveen
BMO Small-Cap Core A BCCAX Small Blend BMO Funds
PNC Small Cap Index R4 PESCX Small Blend PNC Funds
VY JPMorgan Small Cap Core Equity A IJSAX Small Blend Voya
VY JPMorgan Small Cap Core Equity S2 IJSTX Small Blend Voya
Putnam Capital Opportunities C PCOCX Small Blend Putnam
Vanguard Tax-Managed Small Cap Adm VTMSX Small Blend Vanguard
Putnam Capital Opportunities B POPBX Small Blend Putnam
Royce Total Return R RTRRX Small Blend Royce
Nuveen NWQ Small-Cap Value R3 NSCQX Small Blend Nuveen
SSgA Dynamic Small Cap C SSSHX Small Blend State Street Global Advisors
Eaton Vance Tx-Mgd Small-Cap Value C ESVCX Small Blend Eaton Vance
TETON Westwood Mighty Mites C WMMCX Small Blend Gabelli
Royce Total Return Svc RYTFX Small Blend Royce
DFA Tax-Managed US Small Cap DFTSX Small Blend Dimensional Fund Advisors
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