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Mutual Fund Finder

Last update: 30-Jun-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Small Cap Value SCAPX Small Value Adam Asset 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
Royce Opportunity Select Invmt ROSFX Small Value Royce
Royce Opportunity Select Service ROSSX Small Value Royce
Huber Capital Small Cap Value Instl HUSEX Small Value Huber Funds
Undiscovered Mgrs Behavioral Value R6 UBVFX Small Value JPMorgan
Undiscovered Mgrs Behavioral Value Sel UBVSX Small Value JPMorgan
BMO Small-Cap Value R-6 BSVGX Small Value BMO Funds
BMO Small-Cap Value I MRSNX Small Value BMO Funds
Undiscovered Mgrs Behavioral Value A UBVAX Small Value JPMorgan
RBC Microcap Value A TMVAX Small Value RBC Global Asset Management
Huber Capital Small Cap Value Inv HUSIX Small Value Huber Funds
BMO Small-Cap Value A BACVX Small Value BMO Funds
BMO Small-Cap Value Y MRSYX Small Value BMO Funds
Undiscovered Mgrs Behavioral Value R2 UBVRX Small Value JPMorgan
BMO Small-Cap Value R-3 BSVDX Small Value BMO Funds
DFA Tax-Managed US Targeted Value DTMVX Small Value Dimensional Fund Advisors
Undiscovered Mgrs Behavioral Value B UBVBX Small Value JPMorgan
Undiscovered Mgrs Behavioral Value C UBVCX Small Value JPMorgan
Principal Small-MidCap Dividend Inc Inst PMDIX Small Value Principal Funds
MFS? New Discovery Value R4 NDVUX Small Value MFS
MFS? New Discovery Value I NDVIX Small Value MFS
MFS? New Discovery Value R5 NDVVX Small Value MFS
DFA US Targeted Value I DFFVX Small Value Dimensional Fund Advisors
MFS? New Discovery Value R3 NDVTX Small Value MFS
MFS? New Discovery Value A NDVAX Small Value MFS
DFA US Targeted Value R1 DFTVX Small Value Dimensional Fund Advisors
Snow Capital Small Cap Value Instl SNWIX Small Value Snow Capital Management L.P.
DFA US Small Cap Value I DFSVX Small Value Dimensional Fund Advisors
Principal Small-MidCap Dividend Inc A PMDAX Small Value Principal Funds
Touchstone Small Cap Value Institutional TVOIX Small Value Touchstone
DFA US Targeted Value R2 DFTPX Small Value Dimensional Fund Advisors
MFS? New Discovery Value R2 NDVSX Small Value MFS
Fidelity Advisor? Small Cap Value A FCVAX Small Value Fidelity Investments
Snow Capital Small Cap Value A SNWAX Small Value Snow Capital Management L.P.
Munder Veracity Small-Cap Value R6 MVSSX Small Value Munder
Fidelity Advisor? Small Cap Value T FCVTX Small Value Fidelity Investments
Wells Fargo Advantage Spec SmCp Val I ESPNX Small Value Wells Fargo Advantage
Touchstone Small Cap Value A TVOAX Small Value Touchstone
Franklin Small Cap Value R6 FRCSX Small Value Franklin Templeton Investments
Munder Veracity Small-Cap Value A VSCVX Small Value Munder
Munder Veracity Small-Cap Value K MKVSX Small Value Munder
Robeco Boston Partners Sm Cap Val II Inv BPSCX Small Value Robeco Investment Funds
American Beacon Small Cp Val AMR AASVX Small Value American Beacon
Nationwide US Small Cap Value Instl Svc NWUSX Small Value Nationwide
MFS? New Discovery Value R1 NDVRX Small Value MFS
MFS? New Discovery Value B NDVBX Small Value MFS
MFS? New Discovery Value C NDVCX Small Value MFS
Nationwide US Small Cap Value A NWUAX Small Value Nationwide
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