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Mutual Fund Finder

Last update: 30-Nov-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
Bridgeway Ultra-Small Company BRUSX Small Value Bridgeway
Hotchkis & Wiley Small Cap Value C HWSCX Small Value Hotchkis and Wiley
Invesco SmallCapValue Y VSMIX Small Value Invesco
Walthausen Small Cap Value WSCVX Small Value Walthausen Funds
Royce Opportunity Select Invmt ROSFX Small Value Royce
Invesco SmallCapValue A VSCAX Small Value Invesco
Undiscovered Mgrs Behavioral Value R6 UBVFX Small Value JPMorgan
Royce Opportunity Select Service ROSSX Small Value Royce
Undiscovered Mgrs Behavioral Value Inst UBVLX Small Value JPMorgan
Towle Deep Value TDVFX Small Value Towle & Co
DFA Tax-Managed US Targeted Value DTMVX Small Value Dimensional Fund Advisors
Undiscovered Mgrs Behavioral Value Sel UBVSX Small Value JPMorgan
RBC Microcap Value I RMVIX Small Value RBC Global Asset Management.
Undiscovered Mgrs Behavioral Value A UBVAX Small Value JPMorgan
RBC Microcap Value A TMVAX Small Value RBC Global Asset Management.
Invesco SmallCapValue B VSMBX Small Value Invesco
Vanguard Small Cap Value Index I VSIIX Small Value Vanguard
Vanguard Small Cap Value Index Admiral VSIAX Small Value Vanguard
Ancora Special Opportunity I ANSIX Small Value Ancora
Invesco SmallCapValue C VSMCX Small Value Invesco
Undiscovered Mgrs Behavioral Value R2 UBVRX Small Value JPMorgan
Vanguard Small Cap Value Index Inv VISVX Small Value Vanguard
DFA US Small Cap Value I DFSVX Small Value Dimensional Fund Advisors
Undiscovered Mgrs Behavioral Value C UBVCX Small Value JPMorgan
Undiscovered Mgrs Behavioral Value B UBVBX Small Value JPMorgan
Vanguard S&P Small-Cap 600 Val Idx Instl VSMVX Small Value Vanguard
Ancora MicroCap I ANCIX Small Value Ancora
DFA US Targeted Value I DFFVX Small Value Dimensional Fund Advisors
DFA US Targeted Value R1 DFTVX Small Value Dimensional Fund Advisors
Ancora Special Opportunity C ANSCX Small Value Ancora
BMO Small-Cap Value R-6 BSVGX Small Value BMO Funds
Wilshire Small Company Value Instl WSMVX Small Value Wilshire Mutual Funds
Great-West Invesco Small Cap Value Init MXSVX Small Value Great-West Funds
Royce Opportunity Instl ROFIX Small Value Royce
BMO Small-Cap Value I MRSNX Small Value BMO Funds
DFA US Targeted Value R2 DFTPX Small Value Dimensional Fund Advisors
MFS® New Discovery Value R4 NDVUX Small Value MFS
MFS® New Discovery Value I NDVIX Small Value MFS
Royce Opportunity Invmt RYPNX Small Value Royce
MFS® New Discovery Value R5 NDVVX Small Value MFS
Fidelity® Small Cap Value FCPVX Small Value Fidelity Investments
Fidelity Advisor® Small Cap Value I FCVIX Small Value Fidelity Investments
Snow Capital Small Cap Value Instl SNWIX Small Value Snow Capital Funds
CornerCap Small Cap Value CSCVX Small Value CornerCap
BMO Small-Cap Value A BACVX Small Value BMO Funds
BMO Small-Cap Value Y MRSYX Small Value BMO Funds
Wilshire Small Company Value Invmt DTSVX Small Value Wilshire Mutual Funds
MFS® New Discovery Value R3 NDVTX Small Value MFS
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