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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
Rydex S&P MidCap 400 Pure Value A RYMVX Small Value Rydex Funds
Ivy Small Cap Value R6 ISPVX Small Value Ivy Funds
Ivy Small Cap Value A IYSAX Small Value Ivy Funds
Rydex S&P MidCap 400 Pure Value H RYAVX Small Value Rydex Funds
Delaware Small Cap Value C DEVCX Small Value Delaware Investments
Ivy Small Cap Value R IYSMX Small Value Ivy Funds
Federated Clover Small Value Instl VSFIX Small Value Federated
Cardinal Small Cap Value Institutional CCMSX Small Value Cardinal Capital
North Star Micro Cap I NSMVX Small Value North Star
Ivy Small Cap Value C IYSCX Small Value Ivy Funds
Federated Clover Small Value A VSFAX Small Value Federated
Rydex S&P MidCap 400 Pure Value C RYMMX Small Value Rydex Funds
Ivy Small Cap Value B IYSBX Small Value Ivy Funds
Third Avenue Small Cap Value Instl TASCX Small Value Third Avenue
Hodges Small Intrinsic Value Retail HDSVX Small Value Hodges
Federated Clover Small Value R VSFRX Small Value Federated
Third Avenue Small Cap Value Investor TVSVX Small Value Third Avenue
Pinnacle Value PVFIX Small Value Pinnacle
AXA/Pacific Global Small Cap Value IB AXAPACIFICGL Small Value AXA Equitable
Federated Clover Small Value C VSFCX Small Value Federated
Huber Capital Small Cap Value Instl HUSEX Small Value Huber Funds
Robeco WPG Small/Micro Cap Value WPGTX Small Value Robeco Investment Funds
DFA Tax-Managed US Targeted Value DTMVX Small Value Dimensional Fund Advisors
Huber Capital Small Cap Value Inv HUSIX Small Value Huber Funds
Dean Small Cap Value DASCX Small Value Dean Fund
Snow Capital Small Cap Value Instl SNWIX Small Value Snow Capital Management L.P.
RBC Microcap Value I RMVIX Small Value RBC Global Asset Management.
Snow Capital Small Cap Value A SNWAX Small Value Snow Capital Management L.P.
Guggenheim Mid Cap Value Institutional SVUIX Small Value Guggenheim Investments
RBC Microcap Value A TMVAX Small Value RBC Global Asset Management.
BMO Small-Cap Value R-6 BSVGX Small Value BMO Funds
Queens Road Small Cap Value QRSVX Small Value Queens Road Funds
Guggenheim Mid Cap Value A SEVAX Small Value Guggenheim Investments
BMO Small-Cap Value Y MRSYX Small Value BMO Funds
BMO Small-Cap Value I MRSNX Small Value BMO Funds
BMO Small-Cap Value A BACVX Small Value BMO Funds
BMO Small-Cap Value R-3 BSVDX Small Value BMO Funds
VALIC Company II Small Cap Value VCSVX Small Value VALIC
Intrepid Small Cap Instl ICMZX Small Value Intrepid Funds
Intrepid Small Cap ICMAX Small Value Intrepid Funds
Snow Capital Small Cap Value C SNWCX Small Value Snow Capital Management L.P.
DFA US Targeted Value I DFFVX Small Value Dimensional Fund Advisors
Foundry Micro Cap Value I FMCIX Small Value Foundry
DFA US Targeted Value R1 DFTVX Small Value Dimensional Fund Advisors
Guggenheim Mid Cap Value C SEVSX Small Value Guggenheim Investments
DFA US Targeted Value R2 DFTPX Small Value Dimensional Fund Advisors
Touchstone Small Cap Value Institutional TVOIX Small Value Touchstone
Guggenheim Mid Cap Value B SVSBX Small Value Guggenheim Investments
Elessar Small Cap Value Institutional LSRYX Small Value Elessar Investment Management
Touchstone Small Cap Value Y TVOYX Small Value Touchstone
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