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Mutual Fund Finder

Last update: 31-Dec-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Columbia Multi-Advisor Sm Cp Val C APVCX Small Value Columbia
Putnam Small Cap Value Y PYSVX Small Value Putnam
Columbia Small Cap Value Fund II Z NSVAX Small Value Columbia
Third Avenue Small Cap Value Instl TASCX Small Value Third Avenue
Putnam Small Cap Value A PSLAX Small Value Putnam
Columbia Small Cap Value Fund II A COVAX Small Value Columbia
DFA US Small Cap Value I DFSVX Small Value Dimensional Fund Advisors
Ivy Small Cap Value Y IYSYX Small Value Ivy Funds
Elessar Small Cap Value Institutional LSRYX Small Value Elessar Investment Management
Third Avenue Small Cap Value Investor TVSVX Small Value Third Avenue
Columbia Small Cap Value Fund II R CCTRX Small Value Columbia
Ivy Small Cap Value A IYSAX Small Value Ivy Funds
Putnam Small Cap Value R PSCRX Small Value Putnam
Franklin Small Cap Value R6 FRCSX Small Value Franklin Templeton Investments
BMO Small-Cap Value I MRSNX Small Value BMO Funds
BMO Small-Cap Value R-6 BSVGX Small Value BMO Funds
Putnam Small Cap Value M PSLMX Small Value Putnam
Ivy Small Cap Value R IYSMX Small Value Ivy Funds
Elessar Small Cap Value Investor LSRIX Small Value Elessar Investment Management
Franklin Small Cap Value Adv FVADX Small Value Franklin Templeton Investments
Robeco Boston Partners Sm Cap Val II I BPSIX Small Value Robeco Investment Funds
Putnam Small Cap Value C PSLCX Small Value Putnam
Putnam Small Cap Value B PSLBX Small Value Putnam
BMO Small-Cap Value Y MRSYX Small Value BMO Funds
Columbia Small Cap Value Fund II C COVCX Small Value Columbia
BMO Small-Cap Value A BACVX Small Value BMO Funds
Columbia Small Cap Value Fund II B COVBX Small Value Columbia
Franklin Small Cap Value A FRVLX Small Value Franklin Templeton Investments
Robeco Boston Partners Sm Cap Val II Inv BPSCX Small Value Robeco Investment Funds
Ivy Small Cap Value C IYSCX Small Value Ivy Funds
Ivy Small Cap Value B IYSBX Small Value Ivy Funds
Invesco SmallCapValue Y VSMIX Small Value Invesco
Franklin Small Cap Value R FVFRX Small Value Franklin Templeton Investments
BMO Small-Cap Value R-3 BSVDX Small Value BMO Funds
Invesco SmallCapValue A VSCAX Small Value Invesco
Franklin Small Cap Value C FRVFX Small Value Franklin Templeton Investments
Royce Opportunity Svc RYOFX Small Value Royce
Nationwide Bailard Cognitive Value InSvc NWHHX Small Value Nationwide
Royce Opportunity Instl ROFIX Small Value Royce
Nationwide Bailard Cognitive Value Instl NWHGX Small Value Nationwide
Invesco SmallCapValue C VSMCX Small Value Invesco
Great-West Invesco Small Cap Value Init MXSVX Small Value Great-West Funds
Royce Opportunity Invmt RYPNX Small Value Royce
Rydex S&P MidCap 400 Pure Value H RYAVX Small Value Rydex Funds
Rydex S&P MidCap 400 Pure Value A RYMVX Small Value Rydex Funds
Nationwide Bailard Cognitive Value M NWHFX Small Value Nationwide
Invesco SmallCapValue B VSMBX Small Value Invesco
Columbia Small Cap Value Fund I Y CSVYX Small Value Columbia
Columbia Small Cap Value Fund I I CVUIX Small Value Columbia
Columbia Small Cap Value Fund I R5 CUURX Small Value Columbia
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