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Mutual Fund Finder

Last update: 31-Oct-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Touchstone Small Cap Value Institutional TVOIX Small Value Touchstone
Delaware Small Cap Value Instl DEVIX Small Value Delaware Investments
Hodges Small Intrinsic Value Retail HDSVX Small Value Hodges
Columbia Multi-Advisor Sm Cp Val R5 RSCVX Small Value Columbia
Touchstone Small Cap Value Y TVOYX Small Value Touchstone
Columbia Multi-Advisor Sm Cp Val Z CMAZX Small Value Columbia
Cove Street Capital Small Cap Val Inv CSCSX Small Value Cove Street Capital
Putnam Small Cap Value C PSLCX Small Value Putnam
Putnam Small Cap Value B PSLBX Small Value Putnam
Ivy Small Cap Value I IVVIX Small Value Ivy Funds
Columbia Multi-Advisor Sm Cp Val I CAVIX Small Value Columbia
Ivy Small Cap Value Y IYSYX Small Value Ivy Funds
Delaware Small Cap Value A DEVLX Small Value Delaware Investments
Rydex S&P MidCap 400 Pure Value A RYMVX Small Value Rydex Funds
Columbia Multi-Advisor Sm Cp Val R4 RSVRX Small Value Columbia
American Century Small Cap Value R ASVRX Small Value American Century Investments
Touchstone Small Cap Value A TVOAX Small Value Touchstone
Columbia Multi-Advisor Sm Cp Val K RSGLX Small Value Columbia
Delaware Small Cap Value R DVLRX Small Value Delaware Investments
Ivy Small Cap Value A IYSAX Small Value Ivy Funds
Cardinal Small Cap Value Institutional CCMSX Small Value Cardinal Capital
American Century Small Cap Value C ASVNX Small Value American Century Investments
Foundry Small Cap Value I FSVIX Small Value Foundry
Columbia Multi-Advisor Sm Cp Val A ASVAX Small Value Columbia
Hotchkis & Wiley Small Cap Value I HWSIX Small Value Hotchkis and Wiley
MFS? New Discovery Value I NDVIX Small Value MFS
Nationwide US Small Cap Value Instl NWUIX Small Value Nationwide
Columbia Multi-Advisor Sm Cp Val C APVCX Small Value Columbia
MFS? New Discovery Value R5 NDVVX Small Value MFS
MFS? New Discovery Value R4 NDVUX Small Value MFS
Rydex S&P MidCap 400 Pure Value C RYMMX Small Value Rydex Funds
Nationwide US Small Cap Value Instl Svc NWUSX Small Value Nationwide
Hotchkis & Wiley Small Cap Value A HWSAX Small Value Hotchkis and Wiley
DFA US Targeted Value R1 DFTVX Small Value Dimensional Fund Advisors
SEI Small Cap Value A (SIMT) SESVX Small Value SEI
MFS? New Discovery Value A NDVAX Small Value MFS
Ivy Small Cap Value C IYSCX Small Value Ivy Funds
Touchstone Small Cap Value C TVOCX Small Value Touchstone
MFS? New Discovery Value R3 NDVTX Small Value MFS
DFA US Targeted Value I DFFVX Small Value Dimensional Fund Advisors
DFA US Targeted Value R2 DFTPX Small Value Dimensional Fund Advisors
Principal Small-MidCap Dividend Inc Inst PMDIX Small Value Principal Funds
Ivy Small Cap Value B IYSBX Small Value Ivy Funds
SEI Small Cap Value I (SIMT) SMVIX Small Value SEI
Principal Small-MidCap Dividend Inc P PMDPX Small Value Principal Funds
MFS? New Discovery Value R2 NDVSX Small Value MFS
Columbia Multi-Advisor Sm Cp Val B ASVBX Small Value Columbia
AXA/Pacific Global Small Cap Value IB AXAPACIFICGL Small Value AXA Equitable
Nationwide US Small Cap Value A NWUAX Small Value Nationwide
Bridgeway Small-Cap Value BRSVX Small Value Bridgeway
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