Small Blend: Total Returns

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Data through 2/23/2018. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Small Blend -4.20 0.21 1.82 10.16 8.22 11.42
Ancora/Thelen Small-Mid Cap I AATIX -2.57 2.44 5.44 16.41 8.37 12.35
Ancora/Thelen Small-Mid Cap S AATSX -2.52 2.46 5.49 16.76 --- ---
American Century NT Small Company G ACLOX -4.10 2.08 3.14 11.40 7.28 12.53
AMG Managers Silvercrest Small Cap I ACRTX -6.32 -2.61 -1.27 6.42 10.57 12.36
AMG Managers Silvercrest Small Cap Z ACZTX -6.37 -2.61 -1.31 --- --- ---
Advisory Research Small Company Opps ADVSX -4.21 -2.73 -1.56 1.15 5.60 ---
Voya Small Company A AESAX -3.55 1.12 3.32 7.72 9.76 12.86
Voya Small Company I AESGX -3.54 1.18 3.40 8.04 10.13 13.22
Acuitas US Microcap Institutional AFMCX -4.77 -0.38 -0.42 13.11 10.76 ---
Affinity Small Cap A AISOX -4.95 -0.58 1.07 17.42 --- ---
Affinity Small Cap C AISPX -5.04 -0.75 0.83 16.53 --- ---
Affinity Small Cap I AISQX -4.93 -0.57 1.16 17.78 --- ---
Alambic Small Cap Growth Plus ALGSX -4.60 0.48 1.66 13.13 --- ---
AlphaOne Small Cap Opportunities Inv AOMAX -5.03 -0.80 -0.83 9.18 11.03 12.38
AlphaOne Small Cap Opportunities Instl AOMCX -4.95 -0.79 -0.82 9.36 11.24 12.61
AMG River Road Small-Mid Cap Value I ARIMX -4.04 1.74 4.58 13.94 12.12 11.37
AMG River Road Small Cap Value I ARSIX -4.93 -0.76 1.37 9.24 10.92 11.00
AMG River Road Small-Mid Cap Value N ARSMX -4.12 1.64 4.45 13.53 11.85 11.08
Nuveen Small Cap Select I ARSTX -3.06 2.55 3.63 10.07 9.56 11.95
AMG River Road Small Cap Value N ARSVX -5.01 -0.85 1.27 8.86 10.60 10.69
AMG River Road Small-Mid Cap Value Z ARSZX -4.05 1.74 4.51 --- --- ---
AMG River Road Small Cap Value Z ARZMX -5.00 -0.76 1.33 --- --- ---
Voya Small Company C ASCCX -3.56 1.07 3.20 6.98 8.97 12.04
American Century Small Company I ASCQX -4.07 2.07 3.08 10.80 7.09 12.36
American Century Small Company R ASCRX -4.15 1.90 2.88 10.03 6.33 11.59
AMG Managers Silvercrest Small Cap N ASCTX -6.37 -2.63 -1.34 6.18 10.30 12.05
Nuveen Small Cap Select R3 ASEIX -3.06 2.52 3.54 9.57 9.02 11.39
361 US Small Cap Equity Inv ASFQX -5.39 -0.09 1.01 12.73 --- ---
361 US Small Cap Equity Y ASFWX -5.37 0.00 1.03 13.14 --- ---
361 US Small Cap Equity I ASFZX -5.37 -0.09 0.99 12.99 --- ---
American Century Small Company A ASQAX -4.13 1.99 2.96 10.28 6.60 11.87
American Century Small Company C ASQCX -4.22 1.86 2.73 9.44 5.80 11.03
American Century Small Company R5 ASQGX -4.07 2.07 3.08 --- --- ---
American Century Small Company Inv ASQIX -4.09 2.01 2.96 10.55 6.86 12.14
Invesco Select Companies A ATIAX -1.19 1.65 5.25 18.85 6.94 10.41
Invesco Select Companies C ATICX -1.17 1.58 5.11 18.06 6.16 9.59
Invesco Select Companies R5 ATIIX -1.11 1.73 5.35 19.29 7.32 10.78
Invesco Select Companies R ATIRX -1.20 1.62 5.18 18.58 6.68 10.14
Invesco Select Companies R6 ATISX -1.11 1.78 5.39 --- --- ---
Invesco Select Companies Y ATIYX -1.16 1.71 5.33 19.17 7.20 10.68
Auer Growth AUERX -7.86 -1.98 -0.67 23.41 5.58 6.61
AllianzGI Small-Cap Blend A AZBAX -4.16 0.79 1.28 17.84 10.44 ---
AllianzGI Small-Cap Blend C AZBCX -4.23 0.66 1.07 16.93 9.60 ---
AllianzGI Small-Cap Blend Institutional AZBIX -4.10 0.88 1.40 18.33 10.82 ---
AllianzGI Small-Cap Blend P AZBPX -4.12 0.84 1.36 18.14 10.70 ---
American Beacon Zebra Small Cap Eq A AZSAX -4.58 -1.17 -1.50 7.56 9.50 12.32
American Beacon Zebra Small Cap Eq C AZSCX -4.74 -1.35 -1.75 6.70 8.66 11.47
American Beacon Zebra Small Cap Eq Inst AZSIX -4.55 -1.10 -1.37 8.00 9.94 12.80
American Beacon Zebra Small Cap Eq Inv AZSPX -4.65 -1.23 -1.54 7.53 9.50 12.37
American Beacon Zebra Small Cap Eq Y AZSYX -4.57 -1.15 -1.42 7.89 9.83 12.70
Brown Advisory Sm-Cp Fundamental Val Adv BAUAX -4.41 -1.24 -0.17 9.05 7.80 11.81
Brown Advisory Small-Cap Fdmtl Val Instl BAUUX -4.35 -1.16 -0.05 9.51 8.24 12.27
BMO Small-Cap Core A BCCAX -5.36 -0.43 0.43 9.71 10.59 ---
iShares Russell 2000 Small-Cap Idx K BDBKX -3.71 1.06 2.52 12.61 9.49 12.69
BlackRock Advantage Small Cap Core Inv A BDSAX -3.28 1.91 2.62 9.43 9.83 ---
BlackRock Advantage Small Cap Core Inv C BDSCX -3.26 1.87 2.48 8.63 8.99 ---
BlackRock Advantage Small Cap Core Instl BDSIX -3.27 1.98 2.73 9.69 10.13 ---
BlackRock Advantage Small Cap Core K BDSKX -3.20 2.05 2.75 9.80 --- ---
Berwyn BERWX -4.50 -2.42 -2.18 6.38 4.43 6.81
Brown Advisory Sm-Cp Fundamental Val Inv BIAUX -4.39 -1.20 -0.09 9.32 8.08 12.09
Baird Small/Mid Cap Value Institutional BMVIX -3.10 0.72 0.97 19.45 --- ---
Baird Small/Mid Cap Value Investor BMVSX -3.03 0.81 0.94 19.16 --- ---
Bogle Investment Mgmt Sm Cp Gr Instl BOGIX -4.81 1.31 3.26 13.65 7.78 12.95
Dreyfus/The Boston Company Sm Cp Val C BOSCX -4.60 -0.27 2.81 6.78 --- ---
Dreyfus/The Boston Company Sm Cp Val Y BOSYX -4.47 -0.04 3.17 8.23 --- ---
MFS® Blended Research Small Cap Eq B BRSBX -3.89 0.63 2.89 9.71 --- ---
MFS® Blended Research Small Cap Eq A BRSDX -3.85 0.78 3.07 10.54 --- ---
MFS® Blended Research Small Cap Eq C BRSHX -3.89 0.71 2.89 9.71 --- ---
Bridgeway Ultra-Small Company Market BRSIX -4.61 0.07 1.60 11.24 7.72 12.67
MFS® Blended Research Small Cap Eq I BRSJX -3.76 0.85 3.19 10.81 --- ---
MFS® Blended Research Small Cap Eq 529A BRSNX -3.85 0.78 3.06 10.53 --- ---
MFS® Blended Research Small Cap Eq R1 BRSPX -3.89 0.63 2.89 9.71 --- ---
MFS® Blended Research Small Cap Eq 529B BRSQX -3.89 0.63 2.81 9.63 --- ---
MFS® Blended Research Small Cap Eq R2 BRSSX -3.77 0.78 3.02 10.32 --- ---
MFS® Blended Research Small Cap Eq R3 BRSTX -3.84 0.77 3.07 10.53 --- ---
MFS® Blended Research Small Cap Eq R4 BRSUX -3.83 0.77 3.15 10.78 --- ---
MFS® Blended Research Small Cap Eq 529C BRSWX -3.90 0.63 2.89 9.63 --- ---
MFS® Blended Research Small Cap Eq R6 BRSYX -3.76 0.85 3.22 10.93 --- ---
BMO Small-Cap Core I BSCNX -5.33 -0.43 0.48 9.95 10.87 ---
Bernzott US Small Cap Value BSCVX -2.47 2.60 3.76 21.98 10.62 12.32
iShares Russell Small/Mid-Cap Idx Inv A BSMAX -4.02 0.81 2.89 12.85 --- ---
iShares Russell Small/Mid-Cap Idx Instl BSMIX -4.09 0.73 2.86 12.98 --- ---
iShares Russell Small/Mid-Cap Idx K BSMKX -4.09 0.73 2.87 13.03 --- ---
William Blair Small-Mid Cap Value N BSMNX -5.07 -1.89 0.53 5.56 7.09 10.53
Baird SmallCap Value Institutional BSVIX -3.46 0.24 0.33 17.22 10.05 10.89
Baird SmallCap Value Investor BSVSX -3.46 0.18 0.26 16.89 9.79 10.61
Broadview Opportunity BVAOX -3.22 2.69 5.30 8.75 5.88 10.32
William Blair Small Cap Value I BVDIX -5.08 -2.56 -2.02 3.44 7.78 11.00
Cambiar Small Cap Inv CAMSX -5.15 -0.52 3.18 2.49 1.82 6.62
Cambiar Small Cap Instl CAMZX -5.18 -0.51 3.19 2.56 2.01 6.86
Cardinal Small Cap Value Institutional CCMSX -3.61 0.16 2.80 11.67 9.62 ---
Calvert Small-Cap A CCVAX -3.69 1.48 3.57 12.57 9.61 13.54
Crawford Dividend Opportunity C CDOCX -3.83 -0.19 0.93 10.11 --- ---
Crawford Dividend Opportunity CDOFX -3.72 -0.02 1.19 11.25 11.05 13.75
Columbia Disciplined Small Core Adv CFFRX -4.66 0.58 1.37 6.15 5.27 7.93
Columbia Small Cap Index K CIDUX -3.31 1.17 2.48 11.95 11.10 14.01
Convergence Opportunities Institutional CIPOX -7.62 0.17 0.40 11.09 7.48 ---
Cortina Small Cap Value Investor CISVX -5.37 -2.71 0.36 2.08 4.25 ---
Columbia Disciplined Small Core Inst2 CLLRX -4.73 0.58 1.36 6.20 5.41 8.10
Capital Management Small Cap Instl CMSSX -5.30 -3.05 -1.85 -2.27 0.58 4.41
Capital Management Small Cap Inv CMSVX -5.34 -3.07 -1.93 -2.58 0.24 4.06
Columbia Disciplined Small Core Inst3 CPFRX -4.67 0.57 1.38 6.29 5.44 8.14
CRM Small Cap Value Instl CRISX -4.74 -1.57 1.31 12.79 10.71 12.78
CRM Small Cap Value Inv CRMSX -4.73 -1.57 1.31 12.61 10.46 12.54
Cortina Small Cap Value Institutional CRSVX -5.37 -2.69 0.40 2.31 4.52 8.87
Cove Street Capital Small Cap Val Instl CSCAX -6.02 -2.55 -1.57 0.18 4.62 8.30
Calvert Small-Cap C CSCCX -3.76 1.37 3.40 11.76 8.80 12.67
Columbia Disciplined Small Core T CSCWX -4.85 0.40 1.16 5.82 4.99 7.64
Columbia Small Cap Index T CSMWX -3.28 1.19 2.51 11.97 11.11 ---
Columbia Select Smaller-Cap Value Adv CSPRX -4.63 1.19 2.31 11.29 6.41 12.47
Columbia Small Cap Index Inst3 CSPYX -3.27 1.20 2.58 --- --- ---
Columbia Select Smaller-Cap Value Inst3 CSSYX -4.63 1.25 2.38 11.47 6.60 ---
Columbia Select Smaller-Cap Value Inst CSSZX -4.66 1.21 2.34 11.31 6.41 12.48
Calvert Small-Cap I CSVIX -3.65 1.49 3.65 13.04 10.09 14.12
Catalyst Small Cap Insider Buying A CTVAX -2.77 2.94 4.78 12.96 0.27 5.49
Catalyst Small Cap Insider Buying C CTVCX -2.84 2.80 4.59 12.06 -0.46 4.70
Catalyst Small Cap Insider Buying I CTVIX -2.76 2.92 4.82 13.12 0.51 5.74
Chartwell Small Cap Value CWSIX -4.50 -0.66 -0.41 7.12 8.79 11.45
Columbia Small Cap Index Inst2 CXXRX -3.28 1.18 2.55 12.24 11.38 14.30
Delaware Small Cap Core A DCCAX -4.52 0.34 1.11 10.89 9.47 13.89
Delaware Small Cap Core C DCCCX -4.57 0.24 0.95 10.11 8.66 13.04
Delaware Small Cap Core I DCCIX -4.50 0.37 1.19 11.17 9.75 14.17
Delaware Small Cap Core R DCCRX -4.54 0.35 1.10 10.65 9.21 13.60
Delaware Small Cap Core R6 DCZRX -4.50 0.41 1.24 11.36 --- ---
DFA US Micro Cap I DFSCX -4.08 0.27 1.14 11.32 10.35 13.37
DFA US Small Cap I DFSTX -4.51 0.06 2.05 9.36 9.37 12.90
DFA Tax-Managed US Small Cap DFTSX -4.36 0.14 1.99 10.14 9.71 13.09
DGHM MicroCap Value Institutional DGMIX -5.02 -2.97 -4.24 9.81 --- ---
DGHM MicroCap Value Investor DGMMX -5.02 -2.96 -4.33 9.44 --- ---
Dreyfus Small Cap Stock Index I DISIX -3.28 1.21 2.56 12.01 --- ---
Dreyfus Small Cap Stock Index Inv DISSX -3.31 1.14 2.49 11.72 11.02 14.05
MassMutual Premier Small Cap Opps A DLBMX -4.85 -1.05 0.60 8.42 6.66 12.13
Dreyfus Select Managers Small Cap Val C DMECX -4.04 0.09 1.53 9.40 6.68 9.97
Dreyfus Select Managers Small Cap Val A DMVAX -3.96 0.20 1.74 10.20 7.46 10.78
Dreyfus Select Managers Small Cap Val I DMVIX -3.97 0.24 1.82 10.59 7.80 11.14
Dreyfus Select Managers Small Cap Val Y DMVYX -3.97 0.24 1.78 10.55 7.81 ---
Dana Small Cap Equity Investor DSCEX -5.58 -2.50 -1.13 6.48 --- ---
Dana Small Cap Equity Institutional DSCIX -5.56 -2.48 -1.01 6.78 --- ---
Davenport Small Cap Focus DSCPX -4.28 -1.79 2.38 14.84 9.86 ---
Wilshire Small Company Value Invmt DTSVX -4.83 0.17 0.66 6.99 9.17 12.97
Emerald Small Cap Value A ELASX -2.71 0.29 -0.05 12.29 --- ---
Emerald Small Cap Value C ELCSX -2.69 0.30 -0.17 11.64 --- ---
Empiric 2500 A EMCAX -2.71 3.36 6.40 22.72 5.24 11.69
Empiric 2500 C EMCCX -2.78 3.26 6.21 21.84 4.44 10.85
Nuveen Small Cap Select A EMGRX -2.98 2.61 3.65 9.83 9.33 11.69
Russell 2000 Equal Weight PR USD F00000MFRM -5.47 -1.45 0.33 8.28 5.89 9.12
Russell 2000 Equal Weight NR USD F00000MFRO -5.44 -1.39 0.48 9.08 6.76 10.00
Russell 2000 Equal Weight TR USD F00000MFRP -5.42 -1.37 0.54 9.40 7.11 10.36
Russell RAFI US SC TR USD F00000MFUV -4.41 -0.30 2.19 9.40 8.82 13.09
Russell RAFI US SC PR USD F00000MFUX -4.52 -0.47 1.75 7.59 6.99 11.32
Russell RAFI US SC NR USD F00000MFUZ -4.44 -0.35 2.06 8.87 8.29 12.58
Russell 2000 Defensive PR USD F00000MFWE -3.65 -0.28 -0.33 7.00 9.30 11.72
Russell 2000 Defensive TR USD F00000MFWF -3.52 -0.10 0.13 8.96 11.40 13.77
Russell 2000 Defensive NR USD F00000MFWG -3.56 -0.16 -0.01 8.37 10.78 13.16
Russell 2500 NR USD F00000NHX3 -4.10 0.75 2.78 12.67 8.47 12.24
Russell 2500 Defensive PR USD F00000OS11 -3.42 0.36 0.89 9.64 10.42 12.61
Russell 2500 Defensive TR USD F00000OS12 -3.30 0.54 1.34 11.61 12.49 14.66
Russell 2500 Dynamic PR USD F00000OS13 -4.58 0.80 3.41 12.52 5.23 9.97
Russell 2500 Dynamic TR USD F00000OS14 -4.48 0.92 3.73 14.01 6.64 11.40
Russell 2500 Defensive NR USD F00000P2OX -3.33 0.49 1.21 11.04 11.89 14.06
Russell 2500 Dynamic NR USD F00000P2OY -4.51 0.89 3.64 13.58 6.24 10.99
Russell 2000 NR USD F00000T5ID -3.76 0.98 2.37 12.12 9.02 12.16
Russell US HEDI SC Low TR USD F00000XKQR -3.61 0.73 1.86 11.78 10.77 13.48
Russell US HEDI SC Mod TR USD F00000XKQU -3.51 0.48 1.23 11.09 11.35 13.72
Russell 2000 Div Factor PR USD F00000XX6F -4.21 -1.17 0.32 9.92 7.82 11.16
Russell 2000 Div Factor TR USD F00000XX6G -4.13 -1.04 0.64 11.42 9.54 12.95
Russell 2000 Div Factor NC TR USD F00000XX6H -4.15 -1.08 0.57 11.03 9.20 12.61
FAM Small Cap Institutional FAMDX -3.42 -0.88 1.86 3.57 --- ---
FAM Small Cap Investor FAMFX -3.43 -0.93 1.74 3.40 7.95 11.33
Fidelity® Event Driven Opportunities FARNX -3.04 2.79 6.79 12.72 12.23 ---
Fidelity Advisor® Event Driven Opps C FATJX -3.15 2.52 6.23 11.10 10.48 ---
Fidelity Advisor® Stock Selector Sm Cp A FCDAX -3.07 2.04 3.27 10.02 7.94 11.35
Fidelity Advisor® Stock Selector Sm Cp C FCDCX -3.17 1.88 3.02 9.11 7.05 10.45
Fidelity Advisor® Stock Selector Sm Cp I FCDIX -3.08 2.03 3.33 10.34 8.25 11.67
Fidelity Advisor® Stock Selector Sm Cp M FCDTX -3.12 1.98 3.18 9.64 7.57 10.98
Fidelity Advisor® Event Driven Opps A FCHSX -3.11 2.63 6.40 11.88 11.29 ---
Fidelity® Small Cap Enhanced Index FCPEX -4.79 0.71 2.15 6.20 7.82 12.02
Fidelity® Flex Small Cap FCUTX -2.35 2.65 5.01 --- --- ---
Fidelity® Stock Selector Small Cap FDSCX -3.05 2.04 3.35 10.35 8.23 11.65
Federated Equity Advantage A FEKAX -7.11 -2.35 3.48 7.27 --- ---
Federated Equity Advantage IS FEKIX -7.09 -2.34 3.54 7.57 --- ---
Nuveen Small Cap Select C FHMCX -3.15 2.33 3.41 8.90 8.46 10.83
First Investors Special Situations B FISBX -5.53 -1.42 0.39 11.67 7.35 10.52
First Investors Special Situations A FISSX -5.46 -1.31 0.58 12.53 8.20 11.40
First Investors Special Situations Adv FISTX -5.43 -1.27 0.65 12.91 8.55 ---
First Investors Special Situations Instl FISUX -5.43 -1.26 0.68 13.00 8.68 ---
Fidelity® Series Small Cap Discovery FJACX -3.45 0.64 3.70 10.57 6.65 ---
Fidelity Advisor® Event Driven Opps M FJPDX -3.19 2.57 6.32 11.56 11.00 ---
Fidelity® Small Cap Stock K6 FKICX -4.26 -0.45 2.62 --- --- ---
Fidelity® Flex Small Cap Index FLXSX -3.78 0.97 2.48 --- --- ---
Fidelity Advisor® Event Driven Opps I FMRMX -3.09 2.69 6.53 12.15 11.59 ---
Tributary Small Company Instl Plus FOSBX -2.56 1.01 2.57 6.56 10.86 12.85
Tributary Small Company Instl FOSCX -2.57 0.98 2.51 6.33 10.64 12.61
Russell Micro Cap PR USD FOUSA063V3 -3.75 1.28 2.07 13.51 7.96 11.59
Russell Developed xJPN SC TR USD FOUSA093RD -3.80 0.83 3.23 15.77 9.69 10.96
Russell Developed xJPN SC NR USD FOUSA093RF -3.82 0.80 3.15 15.32 9.23 10.47
Russell Developed xJPN SC PR USD FOUSA093RH -3.89 0.70 2.89 13.73 7.63 8.85
Russell Developed xJPN SC TR Hdg USD FOUSA093RJ -3.50 0.29 2.16 12.69 9.89 12.12
Russell North America SC TR USD FOUSA09BEC -3.97 0.45 2.03 11.25 8.90 11.28
Russell North America SC NR USD FOUSA09BEE -4.00 0.42 1.93 10.81 8.43 10.81
Russell North America SC PR USD FOUSA09BEG -4.06 0.33 1.69 9.72 7.29 9.65
Russell USA SC TR USD FOUSA09CT2 -3.73 1.01 2.46 12.56 9.47 12.61
Russell USA SC NR USD FOUSA09CT4 -3.76 0.98 2.37 12.12 9.02 12.16
Russell USA SC PR USD FOUSA09CT6 -3.82 0.89 2.14 11.09 7.94 11.08
Frontier Phocas Small Cap Value Instl FPSVX -3.38 1.03 3.56 7.12 8.09 13.35
Frontier Phocas Small Cap Value Service FPVSX -3.39 1.03 3.52 6.85 --- ---
Fidelity Advisor® Small Cap A FSCDX -2.89 1.63 3.70 11.86 6.00 11.50
Fidelity Advisor® Small Cap C FSCEX -2.95 1.49 3.50 11.02 5.21 10.66
Fidelity Advisor® Small Cap I FSCIX -2.87 1.66 3.77 12.14 6.29 11.81
Fidelity® Small Cap Discovery FSCRX -2.76 1.20 4.25 7.92 6.69 10.50
Fidelity Advisor® Small Cap M FSCTX -2.88 1.59 3.66 11.58 5.77 11.25
Fidelity® Small Cap Stock FSLCX -4.21 -0.31 2.90 10.33 8.05 11.42
Fidelity® Series Small Cap Opps FSOPX -3.04 2.21 3.51 10.77 8.28 11.22
Fidelity Advisor® Series Small Cap FSSFX -2.73 1.76 4.00 12.67 6.41 ---
Fidelity® Small Cap Index Instl Prem FSSNX -3.71 1.03 2.47 12.72 9.70 12.85
Fidelity® Small Cap Index Investor FSSPX -3.76 0.99 2.45 12.58 9.53 12.66
Fidelity® Small Cap Index Institutional FSSSX -3.75 1.03 2.47 12.71 9.68 12.83
Fidelity® Small Cap Index Premium FSSVX -3.71 1.03 2.51 12.76 9.68 12.81
Fidelity Advisor® Stock Selector Sm Cp Z FSSZX -3.04 2.07 3.37 10.50 --- ---
Fuller & Thaler Behav Sm-Cp Eq R6 FTHFX -5.41 -0.56 0.71 14.30 12.22 15.75
Fuller & Thaler Behav Sm-Cp Eq Inv FTHNX -5.44 -0.65 0.63 13.95 11.88 15.40
Fuller & Thaler Behav Sm-Cp Eq Inst FTHSX -5.37 -0.56 0.67 14.21 12.06 15.59
Fidelity Advisor® Small Cap Z FZAOX -2.80 1.70 3.84 12.34 6.46 ---
Gabelli Small Cap Growth AAA GABSX -4.78 -0.86 1.92 14.20 9.25 11.60
Gabelli Small Cap Growth I GACIX -4.76 -0.81 1.98 14.49 9.53 11.88
Gabelli Small Cap Growth T GATIX -4.79 -0.86 1.88 --- --- ---
Gabelli Small Cap Growth A GCASX -4.77 -0.84 1.92 14.21 9.25 11.61
Gabelli Small Cap Growth C GCCSX -4.86 -0.98 1.72 13.34 8.44 10.77
Goldman Sachs Small Cap Eq Insghts A GCSAX -3.65 1.95 3.35 11.54 9.23 12.72
Goldman Sachs Small Cap Eq Insghts C GCSCX -3.72 1.79 3.11 10.65 8.40 11.87
Goldman Sachs Small Cap Eq Insghts Instl GCSIX -3.63 2.00 3.43 11.95 9.67 13.16
Goldman Sachs Small Cap Eq Insghts Svc GCSSX -3.67 1.90 3.32 11.39 9.12 12.60
Goldman Sachs Small Cap Eq Insghts R6 GCSUX -3.63 2.00 3.49 12.02 --- ---
Goldman Sachs Small Cap Eq Insghts R GDSRX -3.69 1.87 3.25 11.21 8.95 12.43
Goldman Sachs Small Cap Eq Insghts Inv GDSTX -3.63 2.00 3.41 11.81 9.50 13.00
Gator Focus Investor GFFAX -7.76 -0.41 4.90 10.89 0.58 ---
Gator Focus Institutional GFFIX -7.77 -0.41 5.02 11.08 0.82 ---
GuideMark® Small/Mid Cap Core Instl GISMX 0.00 0.00 0.00 2.55 3.94 9.88
Great Lakes Small Cap Opportunity Inv GLSCX -3.11 0.00 3.96 7.42 6.85 9.99
Great Lakes Small Cap Opportunity Instl GLSIX -3.12 0.06 4.00 7.72 7.13 10.26
Nationwide Small Cap Index A GMRAX -3.81 0.94 2.32 11.90 8.96 12.10
Nationwide Small Cap Index C GMRCX -3.87 0.84 2.09 11.13 8.21 11.36
Nationwide Small Cap Index R6 GMRIX -3.73 1.00 2.44 12.41 9.43 12.57
GuideMark® Small/Mid Cap Core Service GMSMX -3.78 1.01 2.87 12.79 6.85 11.44
Nationwide Small Cap Index R GMSRX -3.85 0.88 2.27 11.71 8.80 11.96
Glenmede Quantitative US Small Cap Eq GQSCX -5.07 -0.87 0.24 --- --- ---
GuideStone Funds Small Cap Equity Instl GSCYX -3.60 0.76 2.40 11.37 7.18 11.08
GuideStone Funds Small Cap Equity Inv GSCZX -3.65 0.71 2.28 11.06 6.88 10.79
Goldman Sachs Small Cap Value R GSQRX -4.46 -0.94 1.57 7.38 8.38 11.88
Goldman Sachs Small Cap Value Inv GSQTX -4.42 -0.86 1.72 7.92 8.93 12.44
Goldman Sachs Small Cap Value C GSSCX -4.51 -1.03 1.45 6.83 7.85 11.33
Goldman Sachs Small Cap Value Instl GSSIX -4.41 -0.86 1.74 8.07 9.09 12.61
Goldman Sachs Small Cap Value A GSSMX -4.46 -0.91 1.63 7.65 8.66 12.16
Goldman Sachs Small Cap Value Svc GSSSX -4.46 -0.93 1.61 7.53 8.55 12.05
Goldman Sachs Small Cap Value R6 GSSUX -4.41 -0.86 1.75 8.09 --- ---
Glenmede Small Cap Equity Adv GTCSX -4.09 1.20 3.78 13.13 9.47 13.63
Glenmede Small Cap Equity Instl GTSCX -4.11 1.20 3.81 13.35 9.68 13.85
Harbor Small Cap Value Instl HASCX -4.53 -0.11 0.42 16.31 12.17 14.46
Hodges Small Cap Retail HDPSX -3.94 3.04 11.13 12.08 5.14 11.18
Hodges Small Cap Institutional HDSIX -3.95 3.04 11.18 12.37 5.45 11.51
Hodges Small Intrinsic Value Retail HDSVX -3.93 1.94 5.27 12.93 7.86 ---
Hancock Horizon Burkenroad Sm Cp Inv HHBUX -5.21 -1.00 1.30 9.09 8.23 10.53
Hancock Horizon US Small Cap C HHSCX -6.82 -2.19 -2.61 1.78 6.15 ---
Hancock Horizon Burkenroad Sm Cp Instl HIBUX -5.19 -0.97 1.34 9.25 --- ---
Harbor Small Cap Value Investor HISVX -4.56 -0.17 0.35 15.89 11.74 14.03
Hartford Small/Mid Cap Equity HLS IA HMCSX -4.98 -0.34 0.69 10.73 6.83 11.10
Hartford Small/Mid Cap Equity HLS IB HMCVX -5.01 -0.34 0.58 10.37 6.53 10.81
Hancock Horizon Microcap Inv HMIAX -4.20 -0.26 -1.27 11.51 --- ---
Hancock Horizon Microcap C HMICX -4.28 -0.43 -1.51 10.67 --- ---
Hancock Horizon Microcap Instl HMIIX -4.23 -0.26 -1.27 11.78 --- ---
Harbor Small Cap Value Retirement HNVRX -4.53 -0.11 0.46 16.39 --- ---
Hancock Horizon US Small Cap Inv HSCAX -6.80 -2.09 -2.44 2.51 6.97 ---
Hancock Horizon US Small Cap Instl HSCIX -6.72 -2.02 -2.33 2.83 7.23 ---
Homestead Small Company Stock HSCSX -4.49 -1.25 1.63 10.46 6.96 11.47
Hartford Small Cap Core I HSEIX -4.07 1.53 2.16 9.37 --- ---
Hartford Small Cap Core A HSMAX -4.07 1.53 2.06 9.02 5.67 10.06
Hartford Small Cap Core F HSMFX -4.00 1.61 2.19 --- --- ---
Hartford Small Cap Core R3 HSMRX -4.02 1.49 2.06 8.75 5.46 9.84
Hartford Small Cap Core R4 HSMSX -4.06 1.55 2.09 9.12 5.77 10.17
Hartford Small Cap Core R5 HSMTX -4.00 1.62 2.20 9.47 6.10 10.50
Hartford Small Cap Core Y HSMYX -4.00 1.62 2.24 9.57 6.15 10.56
Harbor Small Cap Value Admin HSVRX -4.55 -0.14 0.37 16.05 11.89 14.16
Hartford Small Cap Core C HTSCX -4.09 1.44 1.92 8.24 4.91 9.25
Hancock Horizon Burkenroad Sm Cp D HYBUX -5.19 -0.96 1.33 8.90 7.98 10.27
Voya Small Company Port A IASCX -3.51 1.15 3.37 7.69 10.02 13.11
ICM Small Company ICSCX -3.85 -0.24 -0.13 11.62 12.85 13.21
Voya Russell Small Cap Index Port I IIRSX -3.77 0.96 2.33 12.13 9.22 12.46
VY® JPMorgan Small Cap Core Equity A IJSAX -3.55 1.39 3.34 13.06 9.65 13.35
VY® JPMorgan Small Cap Core Equity I IJSIX -3.52 1.45 3.49 13.71 10.29 14.03
VY® JPMorgan Small Cap Core Equity S IJSSX -3.52 1.47 3.49 13.45 10.04 13.76
VY® JPMorgan Small Cap Core Equity S2 IJSTX -3.51 1.44 3.42 13.30 9.86 13.59
Voya Index Plus SmallCap Port I IPSIX -3.23 1.68 3.38 8.93 10.37 13.88
Voya Index Plus SmallCap Port S IPSSX -3.27 1.66 3.30 8.65 10.09 13.59
Voya Russell Small Cap Index Port S2 IRCIX -3.81 0.92 2.26 11.74 8.80 12.01
Voya Russell Small Cap Index Port A IRSIX -3.78 0.92 2.21 11.61 8.68 11.90
Voya Russell Small Cap Index Port S IRSSX -3.75 0.97 2.35 11.89 8.96 12.18
Voya Small Company O ISCOX -3.55 1.13 3.31 7.72 9.77 12.88
Voya Small Company W ISMWX -3.49 1.12 3.39 7.97 10.06 13.15
Voya Small Company R6 ISMZX -3.48 1.18 3.42 8.17 10.20 ---
Ivy Small Cap Core N ISPVX -5.07 -0.48 1.79 8.73 11.10 ---
Voya Small Company Port I IVCSX -3.47 1.18 3.53 8.20 10.57 13.68
Voya Small Company Port S IVPSX -3.51 1.12 3.43 7.91 10.28 13.39
Ivy Small Cap Core I IVVIX -5.11 -0.54 1.76 8.59 10.93 12.50
Ivy Small Cap Core T IYCTX -5.07 -0.53 1.72 --- --- ---
Ivy Small Cap Core A IYSAX -5.13 -0.58 1.62 8.17 10.49 12.02
Ivy Small Cap Core B IYSBX -5.21 -0.72 1.37 7.13 9.42 10.95
Ivy Small Cap Core C IYSCX -5.17 -0.67 1.48 7.48 9.76 11.28
Ivy Small Cap Core R IYSMX -5.15 -0.58 1.61 7.96 10.28 11.83
Ivy Small Cap Core Y IYSYX -5.08 -0.55 1.68 8.31 10.66 12.21
JHancock New Opportunities A JASOX -4.12 1.16 4.20 12.30 --- ---
JHancock New Opportunities C JBSOX -4.20 1.04 4.01 11.50 --- ---
JHancock Small Cap Core A JCCAX -4.29 -1.03 0.20 --- --- ---
JHancock Small Cap Core I JCCIX -4.22 -1.03 0.25 10.56 12.46 ---
JHancock Small Company A JCSAX -5.73 -0.92 2.05 8.80 7.26 10.45
JHancock Small Company ADV JCSDX -5.71 -0.91 2.10 8.91 7.34 10.55
JHancock Small Company R4 JCSFX -5.69 -0.91 2.10 8.95 7.43 10.62
JHancock Small Company R3 JCSHX -5.74 -0.98 1.99 8.47 6.96 10.16
JHancock Small Company I JCSIX -5.69 -0.89 2.13 9.10 7.57 10.78
JHancock Small Company R1 JCSOX -5.76 -0.99 1.94 8.35 6.85 10.04
JHancock Small Company R2 JCSPX -5.73 -0.92 2.05 8.64 7.15 10.34
JHancock Small Company R5 JCSVX -5.68 -0.86 2.16 9.16 7.61 10.82
JHancock Small Company R6 JCSWX -5.68 -0.89 2.15 9.14 7.67 10.91
JPMorgan Small Cap Core R3 JGAUX -3.89 1.69 3.03 --- --- ---
JPMorgan Small Cap Core R4 JGREX -3.89 1.73 3.09 --- --- ---
JHancock New Opportunities I JHSOX -4.12 1.16 4.25 12.62 --- ---
JHFunds 2 Small Company Value NAV JHSVX -4.95 -1.97 -0.61 7.93 11.03 10.82
JHancock New Opportunities 1 JISOX -4.09 1.22 4.31 12.71 8.66 11.43
JHFunds 2 Small Company Value 1 JISVX -4.97 -2.00 -0.63 7.84 10.97 10.75
James Micro Cap JMCRX -6.41 -2.61 -3.36 3.97 6.76 11.92
JPMorgan Market Expansion Enh Idx R2 JMEZX -4.53 0.18 2.22 10.12 9.43 13.32
JHancock Small Cap Core R6 JORSX -4.22 -1.03 0.34 --- --- ---
JPMorgan Small Cap Core R2 JRJUX -3.93 1.65 2.97 --- --- ---
JHancock New Opportunities R1 JRSOX -4.16 1.02 4.07 12.10 --- ---
JHancock Small Cap Value A JSCAX -5.31 -1.71 -1.37 0.40 6.01 ---
JHancock Small Cap Value I JSCBX -5.31 -1.71 -1.35 0.69 6.33 ---
JHancock Small Cap Value R6 JSCCX -5.26 -1.66 -1.26 0.84 6.46 ---
JHancock Small Cap Value NAV JSCNX -5.27 -1.66 -1.29 0.80 6.45 10.32
JPMorgan US Small Company I JSCSX -4.46 0.75 2.47 8.22 7.43 12.56
JPMorgan US Small Company R2 JSCZX -4.49 0.61 2.28 7.64 6.89 12.00
JPMorgan Small Cap Equity C JSECX -3.18 1.00 3.57 11.48 9.51 12.75
JPMorgan Small Cap Equity R3 JSEPX -3.15 1.07 3.71 12.05 --- ---
JPMorgan Small Cap Equity R4 JSEQX -3.12 1.12 3.77 12.33 --- ---
JPMorgan Small Cap Equity R5 JSERX -3.11 1.15 3.81 12.55 10.59 13.87
JPMorgan Small Cap Equity R2 JSEZX -3.16 1.05 3.64 11.73 9.78 13.03
JHancock New Opportunities R2 JSSOX -4.12 1.19 4.27 12.38 --- ---
JHancock New Opportunities R3 JTSOX -4.16 1.12 4.17 12.16 --- ---
JPMorgan US Small Company A JTUAX -4.46 0.66 2.35 7.92 7.14 12.28
JPMorgan US Small Company C JTUCX -4.55 0.57 2.22 7.35 6.60 11.70
JPMorgan US Small Company R6 JUSMX -4.46 0.75 2.51 8.47 7.72 12.85
JHancock New Opportunities R4 JUSOX -4.12 1.16 4.24 12.57 --- ---
JPMorgan US Small Company R3 JUSPX -4.48 0.66 2.37 7.91 --- ---
JPMorgan US Small Company R4 JUSQX -4.48 0.70 2.45 8.20 --- ---
JPMorgan US Small Company L JUSSX -4.47 0.75 2.46 8.37 7.61 12.76
JPMorgan US Small Company R5 JUSYX -4.43 0.75 2.49 8.30 --- ---
JHancock New Opportunities R5 JVSOX -4.12 1.19 4.29 12.74 --- ---
JHancock New Opportunities R6 JWSOX -4.09 1.23 4.30 12.75 --- ---
Knights of Columbus Small Cap Eq Instl KCSIX -4.66 0.75 1.94 15.08 --- ---
Knights of Columbus Small Cap Eq S KCSSX -4.59 0.75 1.94 14.98 --- ---
Knights of Columbus Small Cap Eq Inv KCSVX -4.68 0.67 1.87 14.79 --- ---
KP Small Cap Equity Institutional KPSCX -3.78 1.08 3.06 15.22 9.32 ---
Keeley Small Cap Value I KSCIX -4.05 0.72 1.64 4.74 3.43 6.87
Kinetics Small Cap Opportunities No Load KSCOX -2.78 6.36 13.75 32.21 11.80 13.89
Keeley Small Cap Value A KSCVX -4.07 0.66 1.54 4.47 3.17 6.60
Kinetics Small Cap Opportunities Inst KSCYX -2.77 6.40 13.80 32.47 12.02 14.11
Keeley Small-Mid Cap Value I KSMIX -4.11 0.28 2.82 13.70 7.33 10.15
Keeley Small-Mid Cap Value A KSMVX -4.12 0.28 2.74 13.43 7.05 9.88
Kinetics Small Cap Opportunities Adv A KSOAX -2.83 6.30 13.65 31.88 11.51 13.60
Kinetics Small Cap Opportunities Adv C KSOCX -2.85 6.24 13.53 31.24 10.96 13.04
ClearBridge Small Cap A2 LBRTX -5.25 0.35 1.65 7.15 10.63 ---
ClearBridge Small Cap FI LGASX -5.24 0.33 1.66 7.10 10.72 13.12
QS US Small Capitalization Equity FI LGSCX -4.91 0.08 1.99 7.67 6.08 11.55
ClearBridge Small Cap IS LISGX -5.19 0.43 1.80 --- --- ---
ClearBridge Small Cap R LMARX -5.24 0.34 1.64 7.20 10.51 12.92
ClearBridge Small Cap C LMASX -5.25 0.29 1.55 6.60 10.02 12.46
QS US Small Capitalization Equity A LMBAX -4.91 0.15 1.99 7.67 6.12 11.59
QS US Small Capitalization Equity C LMBCX -4.95 0.00 1.82 6.82 5.33 10.74
QS US Small Capitalization Equity IS LMBMX -4.84 0.15 2.08 8.14 6.58 12.08
ClearBridge Small Cap I LMNSX -5.19 0.43 1.78 7.64 11.12 13.59
ClearBridge Small Cap A LMSAX -5.21 0.39 1.74 7.39 10.88 13.35
QS US Small Capitalization Equity I LMSIX -4.80 0.22 2.13 8.07 6.47 12.01
Lord Abbett Small Cap Value B LRSBX -4.64 0.00 0.67 4.08 6.24 8.84
Lord Abbett Small Cap Value A LRSCX -4.58 0.10 0.86 4.84 7.05 9.64
Lord Abbett Small Cap Value F LRSFX -4.55 0.10 0.86 4.96 7.20 9.81
Lord Abbett Small Cap Value F3 LRSOX -4.52 0.16 0.97 --- --- ---
Lord Abbett Small Cap Value P LRSPX -4.57 0.05 0.80 4.57 6.83 9.43
Lord Abbett Small Cap Value R2 LRSQX -4.61 0.00 0.76 4.41 6.67 9.25
Lord Abbett Small Cap Value R3 LRSRX -4.55 0.05 0.80 4.56 6.80 9.41
Lord Abbett Small Cap Value R4 LRSSX -4.53 0.10 0.86 4.84 --- ---
Lord Abbett Small Cap Value R5 LRSTX -4.53 0.12 0.92 5.09 --- ---
Lord Abbett Small Cap Value R6 LRSVX -4.56 0.12 0.92 5.16 --- ---
Lord Abbett Small Cap Value I LRSYX -4.54 0.12 0.91 5.09 7.31 9.93
Loomis Sayles Small Cap Value N LSCNX -4.75 -0.41 0.76 7.05 9.49 12.32
Loomis Sayles Small Cap Value Retail LSCRX -4.74 -0.45 0.69 6.73 9.15 11.96
Columbia Disciplined Small Core A LSMAX -4.72 0.54 1.30 5.96 5.02 7.67
Columbia Disciplined Small Core C LSMCX -4.82 0.51 1.09 5.23 4.27 6.88
Lord Abbett Small Cap Value C LSRCX -4.62 0.00 0.67 4.14 6.28 8.86
Emerald Small Cap Value Investor LSRIX -2.71 0.29 -0.05 12.42 10.93 12.35
Emerald Small Cap Value Institutional LSRYX -2.68 0.38 0.05 12.71 11.15 12.58
Loomis Sayles Small Cap Value Instl LSSCX -4.72 -0.38 0.77 7.01 9.43 12.25
Loomis Sayles Small Cap Value Admin LSVAX -4.76 -0.46 0.63 6.48 8.89 11.69
QS US Small Capitalization Equity A2 LUSAX -4.90 0.07 1.90 7.49 5.89 11.38
Summit GI Small Cap Low Volatility A LVSMX -3.96 -1.66 -1.73 7.37 --- ---
iShares Russell 2000 Small-Cap Idx Instl MASKX -3.72 1.06 2.49 12.48 9.42 12.63
BlackRock Advantage US Total Mkt Instl MASPX -2.56 2.99 4.50 10.39 8.87 12.31
Madison Small Cap A MASVX -5.66 -2.06 -1.87 -0.02 5.90 9.57
Mutual of America Instl Small Cap Value MAVSX -5.14 -2.30 -1.10 3.74 6.43 9.42
Madison Small Cap B MBSVX -5.66 -2.13 -2.02 -0.73 5.13 8.76
MassMutual Premier Small Cap Opps R3 MCCRX -4.84 -1.06 0.54 8.30 6.51 ---
MM Russell 2000® Small Cap Index A MCJAX -3.72 0.92 2.35 11.78 8.80 11.88
MM Russell 2000® Small Cap Index R4 MCJFX -3.81 0.92 2.31 11.84 8.92 ---
MM Russell 2000® Small Cap Index R5 MCJIX -3.75 0.98 2.39 12.29 9.34 12.44
MM Russell 2000® Small Cap Index Svc MCJSX -3.78 0.99 2.40 12.13 9.19 12.26
MM Russell 2000® Small Cap Index R3 MCJTX -3.75 0.93 2.28 11.69 8.67 ---
MM Russell 2000® Small Cap Index Adm MCJYX -3.70 0.99 2.38 12.08 9.10 12.18
MM Russell 2000® Small Cap Index I MCJZX -3.75 0.98 2.49 12.47 9.48 12.56
BlackRock Advantage US Total Mkt Inv C MCSPX -2.69 2.80 4.22 9.19 7.69 11.10
iShares Russell 2000 Small-Cap Idx Inv A MDSKX -3.72 1.01 2.47 12.28 9.18 12.36
BlackRock Advantage US Total Mkt Inv A MDSPX -2.62 2.93 4.41 10.08 8.60 12.03
Morgan Dempsey Small/Micro Cap Value MITYX -4.79 -2.63 -2.17 9.17 8.52 8.24
BlackRock Advantage US Total Mkt K MKSPX --- --- --- --- --- ---
Victory Integrity Discovery A MMEAX -5.61 -1.59 -2.51 6.50 11.47 14.35
Victory Integrity Discovery C MMECX -5.68 -1.71 -2.70 5.71 10.61 13.47
Victory Integrity Discovery R MMERX -5.67 -1.69 -2.65 5.97 10.93 13.89
Victory Integrity Discovery Y MMEYX -5.61 -1.54 -2.43 6.77 11.76 14.64
MassMutual Select Small Cap Val Eq A MMQAX -5.30 -0.60 -0.73 5.40 7.42 11.40
MassMutual Select Small Cap Val Eq R4 MMQFX -5.33 -0.61 -0.70 5.46 7.51 ---
MassMutual Select Small Cap Val Eq I MMQIX -5.32 -0.54 -0.61 5.95 8.00 ---
MassMutual Select Small Cap Val Eq Adm MMQLX -5.33 -0.60 -0.67 5.62 7.69 11.68
MassMutual Select Small Cap Val Eq R5 MMQSX -5.32 -0.60 -0.65 5.84 7.90 11.91
MassMutual Select Small Cap Val Eq R3 MMQTX -5.39 -0.67 -0.81 5.17 7.25 ---
MassMutual Select Small Cap Val Eq Svc MMQYX -5.31 -0.54 -0.64 5.72 7.80 11.81
Praxis Small Cap Index A MMSCX -3.66 0.70 2.07 10.44 3.82 7.23
Praxis Small Cap Index I MMSIX -3.47 0.96 2.31 11.11 4.50 7.91
MainStay Epoch US Small Cap Inv MOINX -4.51 -0.98 1.59 8.67 7.69 11.34
MassMutual Premier Small Cap Opps R4 MOORX -4.88 -1.06 0.59 8.53 6.76 ---
MainStay Epoch US Small Cap A MOPAX -4.47 -0.93 1.67 8.93 7.98 11.64
MainStay Epoch US Small Cap C MOPCX -4.58 -1.09 1.37 7.83 6.89 10.50
MainStay Epoch US Small Cap I MOPIX -4.47 -0.91 1.72 9.20 8.25 11.92
MainStay Epoch US Small Cap R1 MOPRX -4.48 -0.94 1.69 9.09 8.14 11.81
MainStay Epoch US Small Cap B MOTBX -4.54 -1.06 1.41 7.87 6.90 10.51
MainStay Epoch US Small Cap R2 MOTRX -4.49 -0.97 1.61 8.82 7.86 11.53
MainStay Epoch US Small Cap R3 MOVRX -4.53 -1.00 1.55 8.54 --- ---
BlackRock Advantage US Total Mkt R MRSPX -2.64 2.87 4.34 9.73 8.28 11.69
MassMutual Premier Small Cap Opps R5 MSCDX -4.84 -1.02 0.68 8.92 7.14 12.63
Mairs & Power Small Cap MSCFX -5.69 -2.49 -1.82 2.03 7.33 11.47
MassMutual Premier Small Cap Opps Adm MSCLX -4.87 -1.10 0.62 8.64 6.90 12.41
MassMutual Premier Small Cap Opps I MSOOX -4.83 -1.02 0.73 9.03 7.27 ---
Litman Gregory Masters Smlr Coms Instl MSSFX -2.54 0.21 2.95 10.11 5.18 7.35
MassMutual Premier Small Cap Opps Svc MSVYX -4.85 -1.02 0.65 8.76 7.02 12.52
Great-West S&P SmallCap 600® Index Instl MXERX -3.26 1.14 2.48 12.29 --- ---
Great-West S&P SmallCap 600® Index Inv MXISX -3.25 1.18 2.46 11.96 11.06 13.97
Great-West Loomis Sayles Sm Cp Val Inv MXLSX -4.70 -0.47 0.70 6.68 9.04 11.79
Great-West S&P SmallCap 600® Index L MXNSX -3.33 1.09 2.41 11.66 10.76 13.67
Great-West Loomis Sayles Sm Cp Val Instl MXTFX -4.65 -0.36 0.81 7.05 --- ---
Madison Small Cap Y MYSVX -5.59 -2.06 -1.79 0.24 6.18 9.86
Vanguard Small Cap Index Inv NAESX -3.95 0.73 2.86 12.14 8.65 12.72
Natixis Vaughan Nelson Small Cap Value A NEFJX -3.95 0.05 1.47 3.71 7.25 12.26
Natixis Vaughan Nelson Small Cap Value C NEJCX -4.03 -0.09 1.23 2.92 6.43 11.42
Natixis Vaughan Nelson Small Cap Value Y NEJYX -3.96 0.05 1.46 4.00 7.51 12.54
Neuberger Berman Intrinsic Value A NINAX -3.25 1.45 3.77 12.46 7.35 11.55
Neuberger Berman Intrinsic Value C NINCX -3.35 1.35 3.61 11.62 6.55 10.72
Neuberger Berman Intrinsic Value Instl NINLX -3.21 1.47 3.90 12.91 7.76 11.97
Columbia Small Cap Index A NMSAX -3.29 1.13 2.49 11.95 11.11 14.01
Columbia Small Cap Index Inst NMSCX -3.27 1.21 2.56 12.28 11.39 14.30
NorthPointe Small Cap Value Instl NPIVX -5.39 -1.71 -1.92 -5.52 2.85 ---
NorthPointe Small Cap Value Investor NPSVX -5.42 -1.63 -1.94 -5.64 2.66 ---
Nuveen NWQ Small-Cap Value A NSCAX -4.82 0.95 1.99 10.27 9.34 13.24
Nuveen NWQ Small-Cap Value C NSCCX -4.85 0.84 1.81 9.45 8.53 12.39
Nuveen NWQ Small-Cap Value R6 NSCFX -4.76 1.03 2.13 10.76 9.81 13.69
Nuveen NWQ Small-Cap Value R3 NSCQX -4.82 0.91 1.92 10.00 9.06 12.96
Nuveen NWQ Small-Cap Value I NSCRX -4.78 1.00 2.07 10.57 9.62 13.52
Northern Small Cap Core NSGRX -3.67 0.70 1.79 11.19 8.62 12.52
Northern Small Cap Index NSIDX -3.78 0.95 2.41 12.40 9.32 12.47
Nuveen NWQ Small/Mid-Cap Value A NSMAX -3.79 1.49 2.10 7.62 8.12 10.19
Nuveen NWQ Small/Mid-Cap Value C NSMCX -3.84 1.37 1.90 6.82 7.32 9.38
Nuveen NWQ Small/Mid-Cap Value I NSMRX -3.74 1.56 2.20 7.93 8.41 10.49
North Star Micro Cap I NSMVX -1.44 1.66 1.93 8.16 7.34 ---
Nationwide WCM Focused Sm Cp A NWGPX -4.75 -1.81 -0.24 9.52 8.44 13.06
Nationwide WCM Focused Sm Cp C NWGQX -4.80 -1.92 -0.43 8.68 7.62 12.25
Nationwide WCM Focused Sm Cp Instl Svc NWGSX -4.71 -1.79 -0.18 9.81 8.75 13.38
Nationwide WCM Focused Sm Cp R6 NWKEX -4.73 -1.76 -0.17 9.90 8.83 ---
Nuveen NWQ Small/Mid Cap Value R6 NWQFX -3.73 1.58 2.25 8.13 --- ---
Nuveen NWQ Small/Mid-Cap Value R3 NWQRX -3.79 1.44 2.03 7.36 7.85 9.93
Nationwide Small Cap Index Instl Svc NWXRX -3.74 1.00 2.41 12.28 --- ---
Orchard Small Cap Value I OCSIX -1.36 3.78 7.66 16.31 --- ---
Orchard Small Cap Value N OCSNX -1.36 3.73 7.56 16.07 --- ---
Olstein Strategic Opportunities A OFSAX -2.20 1.66 7.57 4.84 1.97 10.33
Olstein Strategic Opportunities C OFSCX -2.31 1.51 7.33 4.07 1.21 9.51
Olstein Strategic Opportunities Adviser OFSFX -2.19 1.65 7.64 5.11 --- ---
JPMorgan Market Expansion Enh Idx A OMEAX -4.46 0.26 2.25 10.42 9.70 13.59
JPMorgan Market Expansion Enh Idx C OMECX -4.51 0.21 2.20 9.88 9.04 12.87
Oak Ridge Dynamic Small Cap A ORSAX -2.57 0.93 2.88 15.92 --- ---
Oak Ridge Dynamic Small Cap I ORSIX -2.56 1.00 2.94 16.21 --- ---
Oppenheimer Main Street Small Cap A OSCAX -4.83 -0.99 0.61 8.34 6.57 ---
Oppenheimer Main Street Small Cap C OSCCX -4.85 -1.16 0.39 7.51 5.77 ---
Oppenheimer Main Street Small Cap R OSCNX -4.81 -1.00 0.55 8.13 6.31 ---
Oppenheimer Main Street Small Cap Y OSCYX -4.75 -0.92 0.70 8.68 6.93 ---
Oppenheimer Main Street Small Cap I OSSIX -4.75 -0.92 0.73 8.84 7.07 ---
Pacific Advisors Small Cap Value A PASMX -8.60 -1.30 5.51 12.41 1.18 0.95
T. Rowe Price Small-Cap Value Adv PASVX -4.36 -1.19 -0.18 9.40 10.96 10.99
PIMCO StocksPLUS® Small A PCKAX -3.69 1.16 2.46 13.82 10.03 13.03
PIMCO StocksPLUS® Small C PCKCX -3.79 1.05 2.26 12.95 9.23 12.19
PIMCO StocksPLUS® Small D PCKDX -3.62 1.27 2.48 13.92 10.05 13.03
PIMCO StocksPLUS® Small P PCKPX -3.64 1.24 2.51 14.20 10.36 13.37
PIMCO StocksPLUS® Small Administrative PCKTX -3.70 1.23 2.44 13.96 10.20 ---
Putnam Capital Opportunities A PCOAX -2.59 3.26 5.51 7.87 5.25 9.55
Putnam Capital Opportunities C PCOCX -2.59 3.19 5.33 7.11 4.48 8.74
Putnam Capital Opportunities R6 PCOEX -2.55 3.34 5.64 8.32 5.69 10.02
Putnam Capital Opportunities R PCORX -2.61 3.22 5.47 7.62 4.99 9.29
PACE Small/Medium Co Value Equity P PCSVX -5.16 -0.53 3.34 5.13 8.15 11.21
Royce Pennsylvania Mutual Invmt PENNX -3.81 0.76 0.92 14.83 9.56 10.37
PACE Small/Medium Co Value Equity A PEVAX -5.17 -0.55 3.29 4.98 8.01 11.07
PACE Small/Medium Co Value Equity C PEVCX -5.27 -0.67 3.11 4.14 7.17 10.22
Pacific Funds Small-Cap C PFACX -3.91 1.40 3.34 11.98 --- ---
Pacific Funds Small-Cap Investor PFBRX -3.78 1.54 3.61 12.83 --- ---
Pacific Funds Small/Mid-Cap A PFDAX -3.64 1.58 4.27 13.35 --- ---
Pacific Funds Small/Mid-Cap Investor PFIRX -3.64 1.58 4.28 13.29 --- ---
Pacific Funds Small-Cap S PFJIX -3.77 1.58 3.65 13.14 9.45 ---
Pacific Funds Small-Cap A PFKAX -3.88 1.47 3.48 12.74 --- ---
Pacific Funds Small/Mid-Cap Advisor PFMDX -3.62 1.65 4.34 13.68 --- ---
Pacific Funds Small/Mid-Cap S PFOIX -3.62 1.57 4.34 13.68 9.39 ---
Paradigm Opportunity PFOPX -2.37 2.94 2.11 15.20 7.86 11.08
Pacific Funds Small/Mid-Cap C PFPCX -3.76 1.45 4.02 12.45 --- ---
Pacific Funds Small-Cap Advisor PFQDX -3.76 1.53 3.57 13.09 --- ---
Paradigm Select PFSLX -1.81 2.91 3.52 13.63 9.94 12.32
Pacific Advisors Small Cap Value I PGISX -8.58 -1.23 5.60 12.74 1.35 1.19
JPMorgan Market Expansion Enh Idx I PGMIX -4.49 0.26 2.30 10.61 9.96 13.86
Pacific Advisors Small Cap Value C PGSCX -8.70 -1.40 5.30 11.56 0.42 0.19
Principal SmallCap A PLLAX -3.38 1.58 2.97 11.11 8.49 13.42
Perritt Low Priced Stock Investor PLOWX -5.69 0.10 -1.21 13.62 10.18 ---
Putnam Capital Opportunities B POPBX -2.64 3.16 5.34 7.07 4.46 8.74
Putnam Capital Opportunities R5 POPDX -2.58 3.31 5.65 8.23 5.24 9.70
Putnam Capital Opportunities M POPMX -2.60 3.17 5.44 7.36 4.73 9.00
Prudential Jennison Small-Cap Core Eq Q PQJCX -3.09 2.17 5.02 15.55 --- ---
Perritt MicroCap Opportunities Investor PRCGX -6.69 -3.33 -2.34 4.49 7.84 10.27
Perritt Ultra MicroCap PREOX -4.21 -2.61 -1.46 13.61 10.15 12.91
T. Rowe Price Small-Cap Value PRSVX -4.34 -1.12 -0.08 9.79 11.34 11.34
T. Rowe Price Small-Cap Value I PRVIX -4.34 -1.12 -0.06 9.92 --- ---
Principal SmallCap R1 PSABX -3.41 1.52 2.84 10.64 8.05 12.98
Principal SmallCap S&P 600 Index R1 PSAPX -3.36 1.05 2.34 11.26 10.43 13.33
Principal SmallCap J PSBJX -3.40 1.56 2.96 11.29 8.69 13.60
Principal SmallCap R3 PSBMX -3.42 1.54 2.93 10.97 8.39 13.32
Principal SmallCap R2 PSBNX -3.42 1.50 2.86 10.79 8.19 13.12
Principal SmallCap R5 PSBPX -3.38 1.57 3.01 11.33 8.72 13.67
Principal SmallCap R4 PSBSX -3.37 1.56 2.95 11.22 8.59 13.54
PIMCO StocksPLUS® Small Institutional PSCSX -3.70 1.23 2.51 14.27 10.47 13.46
Principal SmallCap Inst PSLIX -3.39 1.60 3.04 11.59 8.95 13.93
Principal SmallCap C PSMCX -3.45 1.45 2.75 10.25 7.62 12.49
Principal SmallCap R-6 PSMLX -3.35 1.60 3.07 11.63 --- ---
Principal SmallCap S&P 600 Index R-6 PSPIX -3.28 1.18 2.53 12.22 --- ---
Principal SmallCap S&P 600 Index Inst PSSIX -3.32 1.14 2.52 12.16 11.33 14.27
Principal SmallCap S&P 600 Index J PSSJX -3.31 1.17 2.51 11.97 11.09 13.95
Principal SmallCap S&P 600 Index R3 PSSMX -3.32 1.09 2.39 11.61 10.76 13.68
Principal SmallCap S&P 600 Index R2 PSSNX -3.35 1.09 2.35 11.40 10.58 13.48
Principal SmallCap S&P 600 Index R5 PSSPX -3.31 1.14 2.50 11.95 11.12 14.04
Principal SmallCap S&P 600 Index R4 PSSSX -3.29 1.15 2.47 11.85 10.99 13.90
PACE Small/Medium Co Value Equity Y PVEYX -5.10 -0.48 3.44 5.21 8.16 11.22
Paradigm Value PVFAX -3.34 1.23 1.22 11.77 11.23 10.31
Paradigm Micro-Cap PVIVX -5.66 -1.70 -1.47 10.79 8.11 12.55
Pax Small Cap A PXSAX -4.46 -1.83 1.00 4.35 5.66 ---
Pax Small Cap Individual Investor PXSCX -4.39 -1.77 1.00 4.40 5.67 11.76
Pax Small Cap Institutional PXSIX -4.41 -1.75 1.10 4.68 5.95 12.04
Putnam Capital Opportunities Y PYCOX -2.56 3.35 5.66 8.16 5.52 9.84
Federated MDT Small Cap Core A QASCX -4.00 1.81 3.00 13.75 14.69 16.19
Pear Tree Polaris Small Cap Instl QBNAX -3.34 -0.29 1.69 4.98 7.74 9.43
Federated MDT Small Cap Core C QCSCX -4.04 1.68 2.83 12.96 13.85 15.33
Federated MDT Small Cap Core Instl QISCX -3.96 1.85 3.07 14.06 14.99 16.49
Federated MDT Small Cap Core R6 QLSCX -3.96 1.80 3.08 14.12 --- ---
AQR Small Cap Multi-Style R6 QSERX -4.27 1.28 1.90 8.40 8.58 ---
AQR Small Cap Multi-Style I QSMLX -4.27 1.28 1.86 8.31 8.48 ---
AQR Small Cap Multi-Style N QSMNX -4.28 1.22 1.76 8.02 8.20 ---
AQR Small Cap Relaxed Constraint Eq I QSRIX -6.81 -2.32 -3.02 1.81 --- ---
AQR Small Cap Relaxed Constraint Eq N QSRNX -6.81 -2.32 -2.99 1.66 --- ---
AQR Small Cap Relaxed Constraint Eq R6 QSRRX -6.81 -2.32 -2.94 1.89 --- ---
AQR TM Small Cap Multi-Style I QSSLX -4.28 1.26 1.62 8.84 7.73 ---
AQR TM Small Cap Multi-Style N QSSNX -4.29 1.26 1.54 8.60 7.50 ---
AQR TM Small Cap Multi-Style R6 QSSRX -4.27 1.26 1.62 8.92 7.85 ---
Russell Inv US Small Cap Equity E REBEX -3.90 0.16 1.88 11.25 8.35 12.27
Russell Inv US Small Cap Equity Y REBYX -3.88 0.22 2.00 11.74 8.85 12.78
River Oak Discovery RIVSX -2.86 -0.54 -0.75 7.38 6.78 10.23
Russell Inv US Small Cap Equity A RLACX -3.92 0.16 1.86 11.21 8.36 12.27
Russell Inv US Small Cap Equity C RLECX -3.98 0.03 1.67 10.38 7.55 11.43
Russell Inv US Small Cap Equity S RLESX -3.88 0.22 1.97 11.58 8.64 12.57
Royce Low Priced Stock Invmt RLPHX -4.62 -0.35 0.69 8.42 4.38 4.31
Royce Low Priced Stock Instl RLPIX -4.72 -0.47 0.63 8.34 4.39 4.34
Royce Low Priced Stock R RLPRX -4.68 -0.50 0.49 7.77 3.75 3.66
Royce Micro-Cap Svc RMCFX -3.89 -0.26 -0.09 5.13 3.29 4.28
Royce Small-Cap Leaders Invmt ROHHX -3.90 -0.30 0.92 9.21 6.80 7.37
Royce Small-Cap Leaders R ROHRX -3.91 -0.33 0.85 8.56 6.19 6.73
Royce Micro-Cap Opportunity Invmt ROSFX -5.44 -0.66 1.54 20.59 8.14 10.48
Royce Micro-Cap Opportunity Service ROSSX -5.46 -0.70 1.48 20.25 7.89 ---
Royce Pennsylvania Mutual Instl RPMIX -3.71 0.76 1.03 15.13 9.68 10.51
Royce Pennsylvania Mutual K RPMKX -3.86 0.69 0.81 13.74 8.63 9.61
Royce Pennsylvania Mutual R RPMRX -3.75 0.70 0.89 13.99 8.71 9.61
RQSI Small Cap Hedged Equity Retail RQSAX -4.03 -0.18 0.90 7.06 --- ---
RQSI Small Cap Hedged Equity Instl RQSIX -4.04 -0.09 1.01 7.29 --- ---
Russell Inv US Small Cap Equity R6 RSCRX -3.88 0.22 1.98 11.69 --- ---
State Farm Small/Mid Cap Equity R3 RSEHX -4.60 -0.41 1.34 7.42 5.47 9.35
State Farm Small/Mid Cap Equity R1 RSEOX -4.58 -0.45 1.32 7.36 5.10 8.89
State Farm Small/Mid Cap Equity R2 RSETX -4.67 -0.44 1.27 7.29 5.22 9.07
State Farm Small Cap Index R3 RSIHX -3.77 0.99 2.37 12.06 8.82 11.88
State Farm Small Cap Index R1 RSIOX -3.76 0.94 2.38 12.00 8.45 11.43
State Farm Small Cap Index R2 RSITX -3.75 0.94 2.32 11.96 8.60 11.62
Victory RS Partners A RSPFX -5.94 -1.27 1.22 7.85 7.81 10.02
Victory RS Partners R RSPKX -5.98 -1.37 1.10 7.43 7.40 9.62
Victory RS Partners Y RSPYX -5.90 -1.21 1.30 8.22 8.15 10.38
Royce Total Return Instl RTRIX -4.26 -0.97 1.10 9.77 9.26 10.60
Royce Total Return K RTRKX -4.39 -1.11 0.94 9.27 8.71 10.04
Royce Total Return R RTRRX -4.35 -1.07 0.89 8.97 8.44 9.77
Royce Total Return W RTRWX -4.35 -1.03 1.01 9.61 9.08 10.42
Dreyfus/The Boston Company Sm Cp Val A RUDAX -4.50 -0.13 3.09 7.82 --- ---
Russell Inv US Small Cap Equity M RUNTX -3.88 0.22 1.99 --- --- ---
Russell 2000 PR USD RUT -3.82 0.89 2.14 11.08 7.94 11.08
Royce Low Priced Stock Svc RYLPX -4.64 -0.47 0.59 8.23 4.13 4.04
Royce Micro-Cap Consult RYMCX -3.92 -0.33 -0.25 4.22 2.37 3.35
Royce Small-Cap Leaders Svc RYOHX -3.95 -0.30 0.91 8.88 6.52 7.09
Royce Micro-Cap Invmt RYOTX -3.81 -0.26 0.04 5.33 3.44 4.41
Royce Pennsylvania Mutual Consult RYPCX -3.84 0.59 0.69 13.70 8.45 9.27
Royce Pennsylvania Mutual Svc RYPFX -3.80 0.66 0.84 14.47 9.21 10.03
Rydex Russell 2000 H RYRHX -3.88 0.78 2.03 10.80 7.57 10.66
Rydex Russell 2000 C RYROX -3.96 0.66 1.84 9.96 6.79 9.85
Rydex Russell 2000 A RYRRX -3.89 0.77 2.02 10.80 7.58 10.70
Royce Total Return Consult RYTCX -4.44 -1.15 0.78 8.54 8.03 9.35
Royce Total Return Svc RYTFX -4.32 -1.01 1.00 9.28 8.80 10.13
Royce Total Return Invmt RYTRX -4.34 -1.03 1.01 9.60 9.08 10.45
SA US Small Company Select SASLX -4.29 0.00 1.86 --- --- ---
Virtus Ceredex Small-Cap Value Eq A SASVX -4.47 -1.65 2.46 6.19 8.98 10.39
SA US Small Company Investor SAUMX -4.32 -0.04 1.77 9.40 8.53 12.10
Segall Bryant & Hamill Small Cap Val SBHVX -2.79 0.48 4.36 10.20 8.33 ---
Crossmark Steward Sm-Md Cp Enh Idx Instl SCECX -4.56 0.37 2.25 11.25 9.54 12.89
Virtus Ceredex Small-Cap Value Eq I SCETX -4.46 -1.50 2.54 6.55 9.32 10.74
Summit GI Small Cap Low Volatility I SCLVX -3.88 -1.57 -1.65 7.62 --- ---
Bernstein Small Cap Core SCB SCRSX -4.30 1.52 2.75 8.07 --- ---
AB Small Cap Core Advisor SCRYX -4.30 1.52 2.88 8.28 --- ---
AB Small Cap Core Z SCRZX -4.30 1.52 2.83 8.23 --- ---
Sit Small Cap Dividend Growth S SDFSX -5.30 -0.88 1.11 8.96 --- ---
State Farm Small/Mid Cap Equity Instl SFEIX -4.61 -0.41 1.36 7.52 5.56 9.45
State Farm Small/Mid Cap Equity Premier SFSAX -4.64 -0.43 1.32 7.48 5.41 9.23
State Farm Small/Mid Cap Equity B Legacy SFSBX -4.58 -0.38 1.34 7.43 5.04 8.84
Schwab Fundamental US Small Company Idx SFSNX -4.37 -0.27 2.13 9.28 8.59 12.77
STAAR Smaller Company Stock SITSX -5.43 -1.99 -0.49 6.76 4.90 7.54
State Street Instl Small-Cap Equity Inv SIVIX -4.02 0.46 2.61 9.98 9.90 12.45
AMG Managers Skyline Special Equities N SKSEX -4.23 0.39 1.15 8.31 7.39 12.22
AMG Managers Skyline Special Equities I SKSIX -4.22 0.41 1.15 --- --- ---
AMG Managers Skyline Special Equities Z SKSZX -4.22 0.41 1.21 --- --- ---
ProFunds Small Cap Inv SLPIX -3.93 0.70 1.90 9.84 7.39 10.54
ProFunds Small Cap Svc SLPSX -4.00 0.56 1.67 8.82 6.35 9.47
Columbia Disciplined Small Core Inst SMCEX -4.77 0.60 1.29 6.16 5.26 7.92
Shelton S&P Smallcap Index Direct SMCIX -3.31 1.11 2.32 11.42 11.14 14.06
Invesco Small Cap Equity A SMEAX -4.77 1.37 2.93 11.31 5.73 9.30
Invesco Small Cap Equity C SMECX -4.87 1.21 2.73 10.47 4.95 8.47
Invesco Small Cap Equity R6 SMEFX -4.70 1.41 3.06 11.87 6.28 9.86
Invesco Small Cap Equity R5 SMEIX -4.73 1.42 3.02 11.74 6.16 9.75
Invesco Small Cap Equity R SMERX -4.81 1.32 2.83 11.10 5.46 9.02
Invesco Small Cap Equity Y SMEYX -4.74 1.39 3.02 11.58 5.99 9.57
State Farm Small Cap Index Premier SMIAX -3.74 0.95 2.37 12.17 8.75 11.77
State Farm Small Cap Index B Legacy SMIBX -3.73 0.98 2.39 12.09 8.40 11.38
State Farm Small Cap Index Instl SMIIX -3.77 0.99 2.39 12.14 8.88 11.97
Shelton S&P Smallcap Index K SMLKX -3.35 1.05 2.20 10.85 10.57 13.50
Summit GI Small Cap Low Volatility C SMLVX -4.00 -1.67 -1.90 6.57 --- ---
Wells Fargo Small Cap Value A SMVAX -4.62 0.63 1.96 9.25 10.99 9.08
Wells Fargo Small Cap Value C SMVCX -4.65 0.51 1.72 8.42 10.15 8.26
Wells Fargo Small Cap Value Admin SMVDX -4.61 0.70 1.99 9.48 11.21 9.29
Wells Fargo Small Cap Value R6 SMVRX -4.57 0.74 2.08 9.77 11.49 ---
State Farm Small Cap Index A SNRAX -3.75 0.94 2.33 12.10 8.70 11.73
State Farm Small Cap Index B SNRBX -3.81 0.91 2.34 11.96 8.24 11.19
Saratoga Small Capitalization C SSCCX -3.55 1.15 1.15 13.87 4.44 7.56
Sit Small Cap Dividend Growth I SSCDX -5.22 -0.80 1.26 9.31 --- ---
Columbia Disciplined Small Core V SSCEX -4.63 0.57 1.36 5.90 5.04 7.65
Saratoga Small Capitalization I SSCPX -3.28 1.51 1.51 15.13 5.52 8.66
Columbia Select Smaller-Cap Value A SSCVX -4.70 1.16 2.23 10.98 6.14 12.19
Saratoga Small Capitalization A SSCYX -3.39 1.34 1.19 14.60 5.07 8.21
Deutsche Small Cap Core S SSLCX -7.08 -1.32 1.87 7.53 10.13 12.64
Columbia Select Smaller-Cap Value K SSLRX -4.64 1.18 2.28 11.12 6.26 12.34
SEI Small/Mid Cap Equity A (SIIT) SSMAX -3.72 1.07 3.19 10.76 7.51 12.21
Crossmark Steward Sm-Md Cp Enh Idx C SSMEX -4.61 0.34 --- --- --- ---
State Street Small/Mid Cap Equity Index SSMHX -3.61 1.49 3.36 14.58 --- ---
State Street Small/Mid Cap Equity Idx A SSMJX -3.66 1.42 3.28 14.19 --- ---
State Street Small/Mid Cap Equity Idx K SSMKX -3.58 1.51 3.37 14.57 --- ---
State Street Small/Mid Cap Equity Idx I SSMLX -3.58 1.51 3.37 14.57 --- ---
Crossmark Steward Sm-Md Cp Enh Idx K SSMOX -4.61 0.34 --- --- --- ---
State Farm Small/Mid Cap Equity A SSNAX -4.60 -0.42 1.34 7.44 5.34 9.20
State Farm Small/Mid Cap Equity B SSNBX -4.62 -0.46 1.32 7.35 4.85 8.65
State Street Instl Small-Cap Equity Svc SSQSX -4.01 0.41 2.57 9.71 9.62 12.17
SSgA Dynamic Small Cap A SSSDX -3.70 0.76 1.15 7.54 8.58 ---
AMG SouthernSun Small Cap N SSSFX -9.91 -5.14 -3.85 4.66 2.48 7.20
AMG SouthernSun Small Cap I SSSIX -9.91 -5.10 -3.79 4.93 2.74 7.47
SSgA Dynamic Small Cap I SSSJX -3.68 0.80 1.21 7.83 8.85 ---
SSgA Dynamic Small Cap K SSSKX -3.68 0.80 1.22 7.84 9.01 ---
Columbia Select Smaller-Cap Value Inst2 SSVIX -4.64 1.24 2.36 11.37 6.53 12.62
Columbia Select Smaller-Cap Value R SSVRX -4.68 1.12 2.20 10.77 5.89 11.91
Virtus Ceredex Small-Cap Value Eq C STCEX -4.52 -1.65 2.30 5.75 8.57 9.99
SEI Tax-Managed Small/Mid Cap Y(SIMT) STMPX -3.57 1.27 2.98 13.69 7.94 ---
SEI Tax-Managed Small/Mid Cap F (SIMT) STMSX -3.58 1.27 2.93 13.46 7.69 11.81
Sterling Capital Stratton SmCp Val Instl STSCX -4.26 0.10 1.83 10.92 10.05 12.40
Sterling Capital Stratton SmCp Val A STSNX -4.29 0.07 1.77 10.63 --- ---
Sterling Capital Stratton SmCp Val C STSOX -4.35 -0.05 1.57 9.81 --- ---
Dreyfus/The Boston Company Sm Cp Val I STSVX -4.53 -0.09 3.16 8.17 9.27 10.97
Columbia Select Smaller-Cap Value C SVMCX -4.76 0.99 2.00 10.16 5.35 11.34
SSgA Dynamic Small Cap N SVSCX -3.70 0.76 1.14 7.57 8.73 12.56
Laudus Small-Cap MarketMasters Select SWMSX -4.35 0.27 2.18 8.83 6.92 9.74
Laudus Small-Cap MarketMasters Inv SWOSX -4.40 0.22 2.12 8.64 6.74 9.57
Schwab Small-Cap Equity SWSCX -4.14 1.28 2.98 10.89 8.54 13.41
Schwab Small Cap Index SWSSX -3.70 1.04 2.49 12.63 9.50 12.63
Deutsche Small Cap Core A SZCAX -7.11 -1.38 1.78 7.29 9.84 12.37
Deutsche Small Cap Core C SZCCX -7.16 -1.48 1.60 6.49 9.04 11.53
Deutsche Small Cap Core Institutional SZCIX -7.06 -1.29 1.87 7.61 --- ---
Deutsche Small Cap Core R6 SZCRX -7.08 -1.32 1.88 7.58 --- ---
Deutsche Small Cap Core T SZCTX -7.12 -1.38 1.78 --- --- ---
Third Avenue Small Cap Value Instl TASCX -2.69 0.96 1.44 7.91 8.43 10.46
Transamerica Small Cap Value Advisor TASLX -5.73 -0.85 0.94 6.41 --- ---
Epoch US Small-Mid Cap Equity Adv TDUAX -4.95 -0.82 2.04 9.20 8.13 ---
Epoch US Small-Mid Cap Equity Instl TDUSX -4.95 -0.82 2.05 9.23 8.14 ---
Thomson Horstmann & Bryant Microcap Ins THBIX -3.17 0.80 0.17 10.79 11.14 11.11
Thomson Horstmann & Bryant Microcap Inv THBVX -3.20 0.76 0.12 10.28 10.60 10.56
TIAA-CREF Small-Cap Blend Idx Inst TISBX -3.72 1.03 2.50 12.74 9.70 12.85
Toreador Explorer Investor TMRLX -4.80 1.26 4.92 15.76 --- ---
Toreador Explorer Institutional TMRZX -4.78 1.33 4.98 16.09 --- ---
1290 GAMCO Small/Mid Cap Value A TNVAX -4.88 -0.68 2.93 14.41 10.46 ---
1290 GAMCO Small/Mid Cap Value T TNVCX -4.88 -0.61 3.01 14.76 10.72 ---
1290 GAMCO Small/Mid Cap Value I TNVIX -4.88 -0.68 2.94 14.68 10.69 ---
1290 GAMCO Small/Mid Cap Value R TNVRX -4.97 -0.76 2.87 14.13 10.16 ---
Timothy Plan Small Cap Value A TPLNX -4.53 -0.31 -0.12 11.45 9.25 13.06
Timothy Plan Small Cap Value I TPVIX -4.53 -0.25 -0.07 11.70 9.53 ---
TIAA-CREF Small-Cap Blend Idx Retire TRBIX -3.74 0.98 2.40 12.44 9.44 12.56
Crossmark Steward Sm-Md Cp Enh Idx A TRDFX -4.62 0.25 2.10 10.83 9.20 12.57
TIAA-CREF Small-Cap Blend Idx Advisor TRHBX -3.72 0.99 2.46 12.59 --- ---
Transamerica Small Cap Value R TRSLX -5.69 -0.85 0.88 --- --- ---
Touchstone Small Cap A TSFAX -3.48 1.94 4.49 7.68 1.24 5.66
Touchstone Small Cap C TSFCX -3.58 1.82 4.24 6.87 0.48 4.87
Touchstone Small Cap Institutional TSFIX -3.45 1.99 4.59 8.03 1.59 6.02
Touchstone Small Cap Y TSFYX -3.50 1.98 4.54 7.91 1.49 5.95
Transamerica Small Cap Value A TSLAX -5.81 -0.95 0.89 6.16 3.88 7.65
Transamerica Small Cap Value C TSLCX -5.78 -0.95 0.72 5.45 3.17 6.94
Transamerica Small Cap Value R4 TSLFX -5.68 -0.85 0.96 6.24 5.45 9.86
Transamerica Small Cap Value I TSLIX -5.70 -0.86 0.94 6.44 4.17 7.98
Transamerica Small Cap Value R6 TSLRX -5.74 -0.85 0.98 6.55 --- ---
Transamerica Small Cap Value T1 TSLWX -5.80 -0.95 0.86 --- --- ---
TIAA-CREF Small/Mid-Cap Equity Retail TSMEX -3.92 0.74 3.07 15.43 --- ---
TIAA-CREF Small/Mid-Cap Equity Premier TSMMX -3.92 0.74 3.02 15.75 --- ---
TIAA-CREF Small/Mid-Cap Equity Advisor TSMNX -3.76 0.90 3.24 15.98 --- ---
TIAA-CREF Small/Mid-Cap Equity Ret TSMOX -3.92 0.74 3.04 15.59 --- ---
TIAA-CREF Small/Mid-Cap Equity Instl TSMWX -3.92 0.74 3.07 15.88 --- ---
Touchstone Small Cap Value Opp A TSOAX -4.66 0.39 2.77 2.47 1.39 9.04
Touchstone Small Cap Value Opp C TSOCX -4.68 0.35 2.64 1.72 0.64 8.23
Touchstone Small Cap Value Opp Instl TSOIX -4.60 0.47 2.88 2.83 1.74 9.43
Touchstone Small Cap Value Opp Y TSOYX -4.62 0.48 2.82 2.76 1.63 9.33
Timothy Plan Small Cap Value C TSVCX -4.63 -0.42 -0.33 10.63 8.44 12.22
Third Avenue Small Cap Value Investor TVSVX -2.68 0.93 1.36 7.66 8.17 10.18
USAA Small Cap Stock Institutional UISCX -4.36 0.28 1.28 7.87 6.70 10.45
Pear Tree Polaris Small Cap Ord USBNX -3.38 -0.34 1.57 4.61 7.42 9.14
USAA Small Cap Stock USCAX -4.40 0.28 1.24 7.70 6.54 10.28
VALIC Company I Small Cap Index VCSLX -3.76 1.01 2.45 12.28 9.33 12.46
Vanguard Explorer Value Inv VEVFX -4.31 0.00 2.72 10.90 9.08 11.92
Private Capital Management Value A VFPAX -3.33 1.46 0.50 8.47 4.04 10.53
Private Capital Management Value I VFPIX -3.29 1.49 0.55 8.75 4.31 10.80
VY® JPMorgan Small Cap Core Equity R6 VPRSX -3.52 1.45 3.54 13.66 --- ---
Voya Russell Small Cap Index P2 VRSPX -3.70 1.02 2.45 --- --- ---
Vanguard Russell 2000 Index I VRTIX -3.72 1.03 2.48 12.68 9.57 12.71
Vanguard Small Cap Index I VSCIX -3.93 0.76 2.91 12.30 8.79 12.88
Natixis Vaughan Nelson Small Cap Value N VSCNX -3.96 0.10 1.52 --- --- ---
Vanguard Small Cap Index InstlPlus VSCPX -3.94 0.76 2.90 12.30 8.80 12.90
JPMorgan Small Cap Equity A VSEAX -3.13 1.09 3.71 12.05 10.06 13.32
JPMorgan Small Cap Equity I VSEIX -3.13 1.12 3.76 12.32 10.38 13.65
JPMorgan Small Cap Equity R6 VSENX -3.09 1.15 3.83 12.61 --- ---
Vanguard Small Cap Index Adm VSMAX -3.93 0.76 2.89 12.29 8.78 12.87
Voya Small Company R VSMRX -3.57 1.06 3.26 7.46 --- ---
Vanguard S&P Small-Cap 600 Index I VSMSX -3.25 1.23 2.61 12.54 11.67 14.55
Voya Small Company Port R6 VSPRX -3.51 1.18 3.49 8.15 --- ---
JPMorgan Small Cap Core A VSSBX -3.91 1.68 3.03 13.71 --- ---
JPMorgan Small Cap Core R5 VSSCX -3.87 1.75 3.15 14.22 9.52 13.90
JPMorgan Small Cap Core R6 VSSLX -3.85 1.77 3.17 14.30 --- ---
JPMorgan Small Cap Core C VSSRX -3.95 1.61 2.91 13.15 --- ---
JPMorgan Small Cap Core I VSSWX -3.87 1.73 3.10 14.00 --- ---
Vanguard Strategic Small-Cap Equity Inv VSTCX -3.43 1.91 3.64 9.77 8.33 13.63
Vanguard Tax-Managed Small Cap Adm VTMSX -3.21 1.30 2.64 12.42 11.37 14.49
Vanguard Tax-Managed Small Cap I VTSIX -3.20 1.31 2.66 12.46 11.41 14.53
Vulcan Value Partners Small Cap VVPSX -1.30 0.82 3.08 9.56 6.71 9.96
William Blair Small Cap Value N WBVDX -5.08 -2.58 -2.05 3.21 7.51 10.73
Wells Fargo Small Cap Core C WCSCX -9.05 -4.00 -3.64 -1.78 --- ---
TETON Westwood Mighty Mites I WEIMX -3.54 -1.29 -0.62 13.39 9.96 11.53
TETON Westwood Mighty Mites AAA WEMMX -3.55 -1.32 -0.67 13.15 9.70 11.25
TETON Westwood SmallCap Equity AAA WESCX -4.56 0.49 1.12 12.18 12.85 12.55
TETON Westwood Mighty Mites T WETMX -3.52 -1.28 -0.67 --- --- ---
Wells Fargo Intrinsic Small Cap Val Adm WFSDX -3.48 1.98 5.59 8.23 8.42 11.52
Wells Fargo Intrinsic Small Cap Val A WFSMX -3.48 1.98 5.56 8.11 8.26 11.32
Wells Fargo Intrinsic Small Cap Val Inst WFSSX -3.47 2.02 5.66 8.45 8.64 11.74
Wells Fargo Small Cap Value Inst WFSVX -4.63 0.69 2.03 9.67 11.43 9.51
Westwood SmallCap Institutional WHGSX -4.21 -0.06 0.05 11.15 10.36 14.18
Wasatch Small Cap Value Institutional WICVX -3.36 0.88 3.55 18.68 11.30 15.17
Wasatch Small Cap Value WMCVX -3.37 0.88 3.52 18.43 11.17 15.09
TETON Westwood Mighty Mites A WMMAX -3.55 -1.33 -0.73 12.87 9.42 10.97
TETON Westwood Mighty Mites C WMMCX -3.58 -1.39 -0.83 12.30 8.88 10.42
Wells Fargo Small Cap Core Administrator WNSCX -8.97 -3.86 -3.41 -0.96 --- ---
Wells Fargo Small Cap Core A WOSCX -8.98 -3.86 -3.41 -1.01 --- ---
WP Smaller Companies Income Plus Instl WPSMX -2.40 0.54 0.46 9.55 --- ---
Wells Fargo Small Cap Core R6 WRSCX -8.92 -3.79 -3.30 -0.57 --- ---
Wells Fargo Intrinsic Small Cap Val C WSCDX -3.57 1.85 5.36 7.26 7.45 10.49
William Blair Small-Mid Cap Value I WSMIX -5.02 -1.76 0.67 5.86 7.39 10.84
Wilshire Small Company Value Instl WSMVX -4.85 0.17 0.73 7.25 9.47 13.28
Westcore Micro-Cap Opportunity Retail WTMIX -5.20 -1.74 -1.40 6.56 7.36 11.28
TETON Westwood SmallCap Equity A WWSAX -4.58 0.51 1.12 11.95 12.58 12.27
TETON Westwood SmallCap Equity C WWSCX -4.67 0.36 0.94 11.33 12.01 11.70
TETON Westwood SmallCap Equity I WWSIX -4.54 0.57 1.23 12.47 13.15 12.83
TETON Westwood SmallCap Equity T WWSTX -4.56 0.54 1.17 --- --- ---
Wells Fargo Small Cap Core Institutional WYSCX -8.89 -3.75 -3.25 -0.57 5.11 10.81
Russell 2500 TR USD XIUSA000KZ -4.07 0.79 2.88 13.15 8.95 12.72
Russell 2000 Equal Weighted TR USD XIUSA000L4 --- --- --- --- --- ---
Russell 3000 Equal Weighted TR USD XIUSA000L5 --- --- --- --- --- ---
Russell Small Cap Complete TR USD XIUSA000L7 -3.63 1.40 3.28 14.49 9.05 13.24
Russell 2000 TR USD XIUSA000O5 -3.73 1.01 2.46 12.55 9.47 12.61
Russell 2500 PR USD XIUSA04FMV -4.18 0.64 2.52 11.48 7.29 11.06
Russell Small Cap Complete PR USD XIUSA04G82 -3.73 1.27 2.93 12.88 7.47 11.65
Russell Micro Cap TR USD XIUSA04GCN -3.68 1.38 2.31 14.70 9.24 12.92
Zacks Small-Cap Core Inv ZSCCX -3.96 0.86 -1.41 12.69 10.92 13.06
Zacks Small-Cap Core Institutional ZSCIX -3.95 0.92 -1.36 12.98 11.21 ---
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