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Mutual Fund Finder

Last update: 30-Sep-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Undiscovered Mgrs Behavioral Value Inst UBVLX Small Value JPMorgan
Hotchkis & Wiley Small Cap Value I HWSIX Small Value Hotchkis and Wiley
Invesco SmallCapValue Y VSMIX Small Value Invesco
Undiscovered Mgrs Behavioral Value Sel UBVSX Small Value JPMorgan
Hotchkis & Wiley Small Cap Value A HWSAX Small Value Hotchkis and Wiley
Invesco SmallCapValue A VSCAX Small Value Invesco
Undiscovered Mgrs Behavioral Value R2 UBVRX Small Value JPMorgan
Undiscovered Mgrs Behavioral Value C UBVCX Small Value JPMorgan
Invesco SmallCapValue B VSMBX Small Value Invesco
Invesco SmallCapValue C VSMCX Small Value Invesco
Royce Opportunity Select Service ROSSX Small Value Royce
Snow Capital Small Cap Value Instl SNWIX Small Value Snow Capital Funds
DFA Tax-Managed US Targeted Value DTMVX Small Value Dimensional Fund Advisors
Snow Capital Small Cap Value A SNWAX Small Value Snow Capital Funds
Cove Street Capital Small Cap Val Instl CSCAX Small Value Cove Street Capital
Cove Street Capital Small Cap Val Inv CSCSX Small Value Cove Street Capital
Walthausen Small Cap Value WSCVX Small Value Walthausen Funds
DFA US Targeted Value I DFFVX Small Value Dimensional Fund Advisors
DFA US Targeted Value R1 DFTVX Small Value Dimensional Fund Advisors
Snow Capital Small Cap Value C SNWCX Small Value Snow Capital Funds
DFA US Small Cap Value I DFSVX Small Value Dimensional Fund Advisors
Royce Opportunity Instl ROFIX Small Value Royce
Royce Opportunity Invmt RYPNX Small Value Royce
MFS? New Discovery Value I NDVIX Small Value MFS
MFS? New Discovery Value R4 NDVUX Small Value MFS
Royce Opportunity Svc RYOFX Small Value Royce
Royce Opportunity K ROFKX Small Value Royce
Nationwide US Small Cap Value Instl NWUIX Small Value Nationwide
MFS? New Discovery Value A NDVAX Small Value MFS
Vanguard Small Cap Value Index Admiral VSIAX Small Value Vanguard
MFS? New Discovery Value R3 NDVTX Small Value MFS
RBC Microcap Value I RMVIX Small Value RBC Global Asset Management.
Bridgeway Omni Small-Cap Value N BOSVX Small Value Bridgeway
Vanguard Small Cap Value Index Inv VISVX Small Value Vanguard
Nationwide US Small Cap Value Instl Svc NWUSX Small Value Nationwide
Royce Opportunity R ROFRX Small Value Royce
MFS? New Discovery Value R2 NDVSX Small Value MFS
Schneider Small Cap Value SCMVX Small Value Schneider Funds
RBC Microcap Value A TMVAX Small Value RBC Global Asset Management.
American Beacon Small Cp Val AMR AASVX Small Value American Beacon
Dean Small Cap Value DASCX Small Value Dean Fund
Munder Veracity Small-Cap Value R6 MVSSX Small Value Munder
Munder Veracity Small-Cap Value Y VSVIX Small Value Munder
BMO Small-Cap Value R-6 BSVGX Small Value BMO Funds
Robeco WPG Small/Micro Cap Value WPGTX Small Value Robeco Investment Funds
Wilshire Small Company Value Instl WSMVX Small Value Wilshire Mutual Funds
Royce Opportunity Consult ROFCX Small Value Royce
Great-West Invesco Small Cap Value Init MXSVX Small Value Great-West Funds
Munder Veracity Small-Cap Value A VSCVX Small Value Munder
American Beacon Small Cp Val Y ABSYX Small Value American Beacon
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