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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
Hotchkis & Wiley Small Cap Value I HWSIX Small Value Hotchkis and Wiley
Hotchkis & Wiley Small Cap Value A HWSAX Small Value Hotchkis and Wiley
Hotchkis & Wiley Small Cap Value C HWSCX Small Value Hotchkis and Wiley
Bridgeway Ultra-Small Company BRUSX Small Value Bridgeway
Invesco SmallCapValue Y VSMIX Small Value Invesco
Invesco SmallCapValue A VSCAX Small Value Invesco
Towle Deep Value TDVFX Small Value Towle & Co
Royce Opportunity Select Invmt ROSFX Small Value Royce
Walthausen Small Cap Value WSCVX Small Value Walthausen Funds
Invesco SmallCapValue B VSMBX Small Value Invesco
Invesco SmallCapValue C VSMCX Small Value Invesco
Royce Opportunity Select Service ROSSX Small Value Royce
RBC Microcap Value I RMVIX Small Value RBC Global Asset Management.
RBC Microcap Value A TMVAX Small Value RBC Global Asset Management.
Ancora MicroCap I ANCIX Small Value Ancora
DFA Tax-Managed US Targeted Value DTMVX Small Value Dimensional Fund Advisors
Wilshire Small Company Value Instl WSMVX Small Value Wilshire Mutual Funds
Undiscovered Mgrs Behavioral Value R6 UBVFX Small Value JPMorgan
Undiscovered Mgrs Behavioral Value Inst UBVLX Small Value JPMorgan
Vanguard Small Cap Value Index I VSIIX Small Value Vanguard
DFA US Small Cap Value I DFSVX Small Value Dimensional Fund Advisors
Undiscovered Mgrs Behavioral Value Sel UBVSX Small Value JPMorgan
Vanguard Small Cap Value Index Admiral VSIAX Small Value Vanguard
Wilshire Small Company Value Invmt DTSVX Small Value Wilshire Mutual Funds
BMO Small-Cap Value R-6 BSVGX Small Value BMO Funds
BMO Small-Cap Value I MRSNX Small Value BMO Funds
Vanguard Small Cap Value Index Inv VISVX Small Value Vanguard
Chou Opportunity CHOEX Small Value Chou America
Undiscovered Mgrs Behavioral Value A UBVAX Small Value JPMorgan
Vericimetry U.S. Small Cap Value VYSVX Small Value Vericimetry Funds
Ancora MicroCap C ANCCX Small Value Ancora
BMO Small-Cap Value A BACVX Small Value BMO Funds
Snow Capital Small Cap Value Instl SNWIX Small Value Snow Capital Funds
BMO Small-Cap Value Y MRSYX Small Value BMO Funds
Vanguard S&P Small-Cap 600 Val Idx Instl VSMVX Small Value Vanguard
Undiscovered Mgrs Behavioral Value R2 UBVRX Small Value JPMorgan
Snow Capital Small Cap Value A SNWAX Small Value Snow Capital Funds
BMO Small-Cap Value R-3 BSVDX Small Value BMO Funds
Royce Opportunity Instl ROFIX Small Value Royce
Fidelity® Small Cap Value FCPVX Small Value Fidelity Investments
Fidelity Advisor® Small Cap Value I FCVIX Small Value Fidelity Investments
DFA US Targeted Value I DFFVX Small Value Dimensional Fund Advisors
Undiscovered Mgrs Behavioral Value C UBVCX Small Value JPMorgan
Undiscovered Mgrs Behavioral Value B UBVBX Small Value JPMorgan
CornerCap Small Cap Value CSCVX Small Value CornerCap
DFA US Targeted Value R1 DFTVX Small Value Dimensional Fund Advisors
Royce Opportunity Invmt RYPNX Small Value Royce
Great-West Invesco Small Cap Value Init MXSVX Small Value Great-West Funds
DFA US Targeted Value R2 DFTPX Small Value Dimensional Fund Advisors
Fidelity Advisor® Small Cap Value A FCVAX Small Value Fidelity Investments
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