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Mutual Fund Finder

Last update: 31-Jul-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
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
Invesco SmallCapValue Y VSMIX Small Value Invesco
Invesco SmallCapValue A VSCAX Small Value Invesco
Royce Opportunity Select Invmt ROSFX Small Value Royce
Undiscovered Mgrs Behavioral Value R6 UBVFX Small Value JPMorgan
Undiscovered Mgrs Behavioral Value Inst UBVLX Small Value JPMorgan
Undiscovered Mgrs Behavioral Value Sel UBVSX Small Value JPMorgan
Hotchkis & Wiley Small Cap Value I HWSIX Small Value Hotchkis and Wiley
Walthausen Small Cap Value WSCVX Small Value Walthausen Funds
Undiscovered Mgrs Behavioral Value A UBVAX Small Value JPMorgan
Hotchkis & Wiley Small Cap Value A HWSAX Small Value Hotchkis and Wiley
Bridgeway Ultra-Small Company BRUSX Small Value Bridgeway
Principal Small-MidCap Dividend Inc P PMDPX Small Value Principal Funds
Invesco SmallCapValue B VSMBX Small Value Invesco
Undiscovered Mgrs Behavioral Value R2 UBVRX Small Value JPMorgan
Invesco SmallCapValue C VSMCX Small Value Invesco
Principal Small-MidCap Dividend Inc Inst PMDIX Small Value Principal Funds
Huber Capital Small Cap Value Instl HUSEX Small Value Huber Funds
Undiscovered Mgrs Behavioral Value B UBVBX Small Value JPMorgan
Undiscovered Mgrs Behavioral Value C UBVCX Small Value JPMorgan
RBC Microcap Value I RMVIX Small Value RBC Global Asset Management.
Principal Small-MidCap Dividend Inc A PMDAX Small Value Principal Funds
Huber Capital Small Cap Value Inv HUSIX Small Value Huber Funds
DFA Tax-Managed US Targeted Value DTMVX Small Value Dimensional Fund Advisors
BMO Small-Cap Value R-6 BSVGX Small Value BMO Funds
Hotchkis & Wiley Small Cap Value C HWSCX Small Value Hotchkis and Wiley
BMO Small-Cap Value I MRSNX Small Value BMO Funds
RBC Microcap Value A TMVAX Small Value RBC Global Asset Management.
MFS? New Discovery Value I NDVIX Small Value MFS
MFS? New Discovery Value R4 NDVUX Small Value MFS
MFS? New Discovery Value R5 NDVVX Small Value MFS
BMO Small-Cap Value A BACVX Small Value BMO Funds
BMO Small-Cap Value Y MRSYX Small Value BMO Funds
Robeco WPG Small/Micro Cap Value WPGTX Small Value Robeco Investment Funds
Vanguard Small Cap Value Index Admiral VSIAX Small Value Vanguard
Vanguard Small Cap Value Index I VSIIX Small Value Vanguard
MFS? New Discovery Value R3 NDVTX Small Value MFS
MFS? New Discovery Value A NDVAX Small Value MFS
DFA US Targeted Value I DFFVX Small Value Dimensional Fund Advisors
Vanguard Small Cap Value Index Inv VISVX Small Value Vanguard
BMO Small-Cap Value R-3 BSVDX Small Value BMO Funds
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.
MFS? New Discovery Value R2 NDVSX Small Value MFS
DFA US Targeted Value R2 DFTPX Small Value Dimensional Fund Advisors
Principal Small-MidCap Dividend Inc C PMDDX Small Value Principal Funds
Cozad Small Cap Value I COZIX Small Value Cozad Asset Management
Snow Capital Small Cap Value A SNWAX Small Value Snow Capital Management L.P.
Touchstone Small Cap Value Institutional TVOIX Small Value Touchstone
RESULTS PER PAGE:
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