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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
LSV Small Cap Value Investor LVAQX Small Value LSV Fund
Delaware Small Cap Value R DVLRX Small Value Delaware Investments
Third Avenue Small Cap Value Investor TVSVX Small Value Third Avenue
Westcore Small-Cap Value Dividend Instl WISVX Small Value Westcore
Delaware Small Cap Value C DEVCX Small Value Delaware Investments
Fidelity Advisor? Small Cap Value A FCVAX Small Value Fidelity Investments
Fidelity Advisor? Small Cap Value T FCVTX Small Value Fidelity Investments
Wells Fargo Advantage Small Co Value I SCVNX Small Value Wells Fargo Advantage
Target Small Capitalization Value A TSVAX Small Value Target Program
Wells Fargo Advantage Small Co Value A SCVAX Small Value Wells Fargo Advantage
DFA US Targeted Value I DFFVX Small Value Dimensional Fund Advisors
Fidelity Advisor? Small Cap Value C FCVCX Small Value Fidelity Investments
DFA US Targeted Value R1 DFTVX Small Value Dimensional Fund Advisors
Target Small Capitalization Value R TSVRX Small Value Target Program
Robeco Boston Partners Sm Cap Val II Inv BPSCX Small Value Robeco Investment Funds
DFA US Targeted Value R2 DFTPX Small Value Dimensional Fund Advisors
Guggenheim Mid Cap Value C SEVSX Small Value Guggenheim Investments
DFA US Small Cap Value I DFSVX Small Value Dimensional Fund Advisors
Fidelity Advisor? Small Cap Value B FCVBX Small Value Fidelity Investments
Guggenheim Mid Cap Value B SVSBX Small Value Guggenheim Investments
Transamerica Small Cap Value A TSLAX Small Value Transamerica
Transamerica Small Cap Value I TSLIX Small Value Transamerica
Wells Fargo Advantage Small Co Value C SCVFX Small Value Wells Fargo Advantage
Columbia Multi-Advisor Sm Cp Val R5 RSCVX Small Value Columbia
Wells Fargo Advantage Small Co Value B SCVBX Small Value Wells Fargo Advantage
Undiscovered Mgrs Behavioral Value R6 UBVFX Small Value JPMorgan
ASTON/River Road Independent Value I ARVIX Small Value Aston
Columbia Multi-Advisor Sm Cp Val I CAVIX Small Value Columbia
Perkins Small Cap Value N JDSNX Small Value Janus
Perkins Small Cap Value L JSIVX Small Value Janus
Perkins Small Cap Value D JNPSX Small Value Janus
Perkins Small Cap Value T JSCVX Small Value Janus
Undiscovered Mgrs Behavioral Value Sel UBVSX Small Value JPMorgan
ASTON/River Road Independent Value N ARIVX Small Value Aston
Transamerica Small Cap Value C TSLCX Small Value Transamerica
Columbia Multi-Advisor Sm Cp Val A ASVAX Small Value Columbia
Columbia Multi-Advisor Sm Cp Val Z CMAZX Small Value Columbia
Undiscovered Mgrs Behavioral Value A UBVAX Small Value JPMorgan
Perkins Small Cap Value S JISCX Small Value Janus
Perkins Small Cap Value A JDSAX Small Value Janus
Queens Road Small Cap Value QRSVX Small Value Queens Road Funds
Ivy Small Cap Value Y IYSYX Small Value Ivy Funds
Columbia Multi-Advisor Sm Cp Val R4 RSVRX Small Value Columbia
Undiscovered Mgrs Behavioral Value R2 UBVRX Small Value JPMorgan
Columbia Multi-Advisor Sm Cp Val K RSGLX Small Value Columbia
Columbia Multi-Advisor Sm Cp Val R RSVTX Small Value Columbia
Columbia Small Cap Value Fund II I CSLIX Small Value Columbia
Columbia Small Cap Value Fund II Y CRRYX Small Value Columbia
Perkins Small Cap Value R JDSRX Small Value Janus
Ivy Small Cap Value A IYSAX Small Value Ivy Funds
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