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Mutual Fund Finder

Last update: 31-Mar-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
Ancora MicroCap I ANCIX Small Value Ancora
Ancora MicroCap C ANCCX Small Value Ancora
Great-West Invesco Small Cap Value Init MXSVX Small Value Great-West Funds
CM Advisors Small Cap Value I CMOVX Small Value CM Advisors
Invesco SmallCapValue Y VSMIX Small Value Invesco
CM Advisors Small Cap Value C CMCOX Small Value CM Advisors
Invesco SmallCapValue C VSMCX Small Value Invesco
Invesco SmallCapValue B VSMBX Small Value Invesco
Wells Fargo Advantage Spec SmCp Val I ESPNX Small Value Wells Fargo Advantage
Heartland Value Inst HNTVX Small Value Heartland
Wells Fargo Advantage Spec SmCp Val Adm ESPIX Small Value Wells Fargo Advantage
Heartland Value HRTVX Small Value Heartland
Federated Clover Small Value Instl VSFIX Small Value Federated
Elessar Small Cap Value Investor LSRIX Small Value Elessar Investment Management
Elessar Small Cap Value Institutional LSRYX Small Value Elessar Investment Management
Wells Fargo Advantage Spec SmCp Val A ESPAX Small Value Wells Fargo Advantage
Federated Clover Small Value A VSFAX Small Value Federated
BMO Small-Cap Value I MRSNX Small Value BMO Funds
Federated Clover Small Value R VSFRX Small Value Federated
Small Cap Value SCAPX Small Value Adam Asset Funds
Wells Fargo Advantage Spec SmCp Val C ESPCX Small Value Wells Fargo Advantage
Ave Maria Opportunity AVESX Small Value Ave Maria Mutual Funds
Federated Clover Small Value C VSFCX Small Value Federated
Royce Opportunity Invmt RYPNX Small Value Royce
Vanguard Small Cap Value Index Admiral VSIAX Small Value Vanguard
Vanguard Small Cap Value Index I VSIIX Small Value Vanguard
Royce Opportunity K ROFKX Small Value Royce
Royce Opportunity Svc RYOFX Small Value Royce
Vanguard Small Cap Value Index Inv VISVX Small Value Vanguard
Royce Opportunity R ROFRX Small Value Royce
LSV Small Cap Value LSVQX Small Value LSV Fund
Victory Small Company Opportunity I VSOIX Small Value Victory
Ivy Small Cap Value I IVVIX Small Value Ivy Funds
Victory Small Company Opportunity Y VSOYX Small Value Victory
Guggenheim Mid Cap Value Institutional SVUIX Small Value Guggenheim Investments
Guggenheim Mid Cap Value A SEVAX Small Value Guggenheim Investments
Ivy Small Cap Value Y IYSYX Small Value Ivy Funds
Bridgeway Ultra-Small Company BRUSX Small Value Bridgeway
Victory Small Company Opportunity A SSGSX Small Value Victory
Heartland Value Plus HRVIX Small Value Heartland
Victory Small Company Opportunity R GOGFX Small Value Victory
Ivy Small Cap Value R IYSMX Small Value Ivy Funds
Guggenheim Mid Cap Value C SEVSX Small Value Guggenheim Investments
Delaware Small Cap Value Instl DEVIX Small Value Delaware Investments
American Beacon Small Cap Value II Y ABBYX Small Value American Beacon
Delaware Small Cap Value A DEVLX Small Value Delaware Investments
Ivy Small Cap Value C IYSCX Small Value Ivy Funds
Delaware Small Cap Value R DVLRX Small Value Delaware Investments
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