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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
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 Instl Svc NWUSX Small Value Nationwide
WHV/Seizert Small Cap Value Equity A WVSAX Small Value WHV Investment Management
Nationwide US Small Cap Value A NWUAX Small Value Nationwide
Optimum Small-Mid Cap Value C OCSVX Small Value Delaware Investments
Cozad Small Cap Value I COZIX Small Value Cozad Asset Management
Heartland Value Plus HRVIX Small Value Heartland
Sterling Capital Small Cap Val Divers B SPSBX Small Value Sterling Capital Funds
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
Vericimetry U.S. Small Cap Value VYSVX Small Value Vericimetry Funds
James Micro Cap JMCRX Small Value James Advantage
Touchstone Small Cap Value A TVOAX Small Value Touchstone
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
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
Elessar Small Cap Value Investor LSRIX Small Value Elessar Investment Management
Intrepid Small Cap Instl ICMZX Small Value Intrepid Funds
Foundry Small Cap Value I FSVIX Small Value Foundry
ProFunds Small Cap Value Inv SVPIX Small Value ProFunds
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
Intrepid Small Cap ICMAX Small Value Intrepid Funds
MFS? New Discovery Value A NDVAX Small Value MFS
MFS? New Discovery Value R2 NDVSX Small Value MFS
Keeley Small Cap Dividend Value A KSDVX Small Value Keeley
AQR Small Cap Core Equity L QSMLX Small Value AQR Funds
MFS? New Discovery Value C NDVCX Small Value MFS
MFS? New Discovery Value R1 NDVRX Small Value MFS
MFS? New Discovery Value B NDVBX Small Value MFS
ProFunds Small Cap Value Svc SVPSX Small Value ProFunds
DWS Small Cap Value Instl KDSIX Small Value DWS Investments
AQR Small Cap Core Equity N QSMNX Small Value AQR Funds
DWS Small Cap Value S KDSSX Small Value DWS Investments
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