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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
JPMorgan Small Cap Value B PSOBX Small Value JPMorgan
Optimum Small-Mid Cap Value A OASVX Small Value Delaware Investments
Thomson Horstmann&Bryant Sm Cp Val Instl THBLX Small Value Thomson Horstmann & Bryant
Franklin Small Cap Value C FRVFX Small Value Franklin Templeton Investments
Optimum Small-Mid Cap Value B OBSVX Small Value Delaware Investments
Sterling Capital Small Cap Val Divers A SPSAX Small Value Sterling Capital Funds
American Beacon Zebra Small Cap Eq C AZSCX Small Value American Beacon
William Blair Small-Mid Cap Value I WSMIX Small Value William Blair
Vanguard Russell 2000 Value Index I VRTVX Small Value Vanguard
Thomson Horstmann&Bryant Sm Cp Val Inv THBSX Small Value Thomson Horstmann & Bryant
Goldman Sachs Sm Cap Val Insights C GSCTX Small Value Goldman Sachs
WHV/Seizert Small Cap Value Equity I WVSIX Small Value WHV Investment Management
Goldman Sachs Sm Cap Val Insights B GSBTX Small Value Goldman Sachs
William Blair Small-Mid Cap Value N BSMNX Small Value William Blair
Camelot Excalibur Small Cap Income A CEXAX Small Value Camelot Portfolios, LLC
Nationwide US Small Cap Value A NWUAX Small Value Nationwide
WHV/Seizert Small Cap Value Equity A WVSAX Small Value WHV Investment Management
Nationwide US Small Cap Value Instl Svc NWUSX Small Value Nationwide
Optimum Small-Mid Cap Value C OCSVX Small Value Delaware Investments
Sterling Capital Small Cap Val Divers B SPSBX Small Value Sterling Capital Funds
Heartland Value Plus HRVIX Small Value Heartland
Segall Bryant & Hamill Small Cap Val SBHVX Small Value Segall Bryant & Hamill
Sterling Capital Small Cap Val Divers C SPSDX Small Value Sterling Capital Funds
RBC Microcap Value A TMVAX Small Value RBC Global Asset Management
Bridgeway Omni Small-Cap Value N BOSVX Small Value Bridgeway
Touchstone Small Cap Value Institutional TVOIX Small Value Touchstone
Bridgeway Omni Tax-Managed Sm-Cp Val N BOTSX Small Value Bridgeway
Wells Fargo Advantage Spec SmCp Val I ESPNX Small Value Wells Fargo Advantage
James Micro Cap JMCRX Small Value James Advantage
Touchstone Small Cap Value A TVOAX Small Value Touchstone
Vericimetry U.S. Small Cap Value VYSVX Small Value Vericimetry Funds
Wells Fargo Advantage Spec SmCp Val A ESPAX Small Value Wells Fargo Advantage
William Blair Small Cap Value N WBVDX Small Value William Blair
Pinnacle Value PVFIX Small Value Pinnacle
Touchstone Small Cap Value C TVOCX Small Value Touchstone
Ancora Special Opportunity I ANSIX Small Value Ancora
Elessar Small Cap Value Institutional LSRYX Small Value Elessar Investment Management
Dunham Small Cap Value A DASVX Small Value Dunham Funds
Wells Fargo Advantage Spec SmCp Val B ESPBX Small Value Wells Fargo Advantage
Wells Fargo Advantage Spec SmCp Val C ESPCX Small Value Wells Fargo Advantage
MFS? New Discovery Value R5 NDVVX Small Value MFS
MFS? New Discovery Value R4 NDVUX Small Value MFS
Intrepid Small Cap Instl ICMZX Small Value Intrepid Funds
Elessar Small Cap Value Investor LSRIX Small Value Elessar Investment Management
Foundry Small Cap Value I FSVIX Small Value Foundry
ProFunds Small Cap Value Inv SVPIX Small Value ProFunds
Dunham Small Cap Value C DCSVX Small Value Dunham Funds
Ancora Special Opportunity C ANSCX Small Value Ancora
MFS? New Discovery Value I NDVIX Small Value MFS
MFS? New Discovery Value R3 NDVTX Small Value MFS
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