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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
Ancora Special Opportunity I ANSIX Small Value Ancora
Ancora Special Opportunity C ANSCX Small Value Ancora
Hodges Small Intrinsic Value Retail HDSVX Small Value Hodges
Ancora MicroCap C ANCCX Small Value Ancora
Principal Small-MidCap Dividend Inc Inst PMDIX Small Value Principal Funds
Principal Small-MidCap Dividend Inc P PMDPX Small Value Principal Funds
Vanguard Small Cap Value Index Admiral VSIAX Small Value Vanguard
Vanguard Small Cap Value Index Inv VISVX Small Value Vanguard
Principal Small-MidCap Dividend Inc A PMDAX Small Value Principal Funds
Intrepid Small Cap Instl ICMZX Small Value Intrepid Funds
Great-West Invesco Small Cap Value Init MXSVX Small Value Great-West Funds
Intrepid Small Cap ICMAX Small Value Intrepid Funds
Diamond Hill Small Cap Y DHSYX Small Value Diamond Hill Funds
Diamond Hill Small Cap I DHSIX Small Value Diamond Hill Funds
Pinnacle Value PVFIX Small Value Pinnacle
Hotchkis & Wiley Small Cap Value I HWSIX Small Value Hotchkis and Wiley
Principal Small-MidCap Dividend Inc C PMDDX Small Value Principal Funds
Diamond Hill Small Cap A DHSCX Small Value Diamond Hill Funds
Hotchkis & Wiley Small Cap Value A HWSAX Small Value Hotchkis and Wiley
Federated Clover Small Value Instl VSFIX Small Value Federated
Federated Clover Small Value A VSFAX Small Value Federated
Undiscovered Mgrs Behavioral Value Inst UBVLX Small Value JPMorgan
Federated Clover Small Value R VSFRX Small Value Federated
Undiscovered Mgrs Behavioral Value Sel UBVSX Small Value JPMorgan
North Star Dividend I NSDVX Small Value North Star
Diamond Hill Small Cap C DHSMX Small Value Diamond Hill Funds
Delaware Small Cap Value Instl DEVIX Small Value Delaware Investments
Delaware Small Cap Value A DEVLX Small Value Delaware Investments
Invesco SmallCapValue Y VSMIX Small Value Invesco
Federated Clover Small Value C VSFCX Small Value Federated
Undiscovered Mgrs Behavioral Value R2 UBVRX Small Value JPMorgan
Delaware Small Cap Value R DVLRX Small Value Delaware Investments
Invesco SmallCapValue A VSCAX Small Value Invesco
Undiscovered Mgrs Behavioral Value C UBVCX Small Value JPMorgan
Rydex S&P MidCap 400 Pure Value A RYMVX Small Value Rydex Funds
Rydex S&P MidCap 400 Pure Value H RYAVX Small Value Rydex Funds
Ivy Small Cap Value I IVVIX Small Value Ivy Funds
Delaware Small Cap Value C DEVCX Small Value Delaware Investments
AllianzGI NFJ Small-Cap Value Instl PSVIX Small Value Allianz Funds
Perkins Small Cap Value N JDSNX Small Value Janus
Perkins Small Cap Value L JSIVX Small Value Janus
Ivy Small Cap Value Y IYSYX Small Value Ivy Funds
LSV Small Cap Value LSVQX Small Value LSV Fund
Perkins Small Cap Value I JSCOX Small Value Janus
Perkins Small Cap Value D JNPSX Small Value Janus
Ivy Small Cap Value R6 ISPVX Small Value Ivy Funds
North Star Micro Cap I NSMVX Small Value North Star
Invesco SmallCapValue B VSMBX Small Value Invesco
Perkins Small Cap Value T JSCVX Small Value Janus
AllianzGI NFJ Small-Cap Value Admin PVADX Small Value Allianz Funds
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