Small Blend: Total Returns

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Data through 1/16/2019. 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 3.51 7.46 -8.54 -8.59 12.42 4.68
Ancora/Thelen Small-Mid Cap I AATIX 3.21 8.17 -8.04 -7.92 13.20 4.53
Ancora/Thelen Small-Mid Cap S AATSX 3.28 8.24 -7.99 -7.65 13.55 ---
American Century NT Small Company G ACLOX 4.24 7.50 -9.70 -10.84 11.07 4.18
American Century Adaptive Small Cap R ACMEX 2.00 5.96 -9.58 -14.20 7.79 4.81
American Century Adaptive Small Cap Adv ACMFX 2.01 5.95 -9.57 -14.00 8.06 5.06
American Century Adaptive Small Cap I ACMHX 2.04 5.96 -9.45 -13.61 8.54 5.54
American Century Adaptive Small Cap R6 ACMMX 2.11 6.02 -9.39 -13.46 --- ---
American Century Adaptive Small Cap Inv ACMNX 2.02 5.94 -9.52 -13.79 8.32 5.33
Argent Small Cap Institutional ACMSX 3.18 7.96 -15.15 --- --- ---
American Century Adaptive Small Cap R5 ACMUX 2.10 6.02 -9.40 -13.60 --- ---
AMG Managers Silvercrest Small Cap I ACRTX 3.77 6.86 -7.08 -13.38 12.10 5.29
AMG Managers Silvercrest Small Cap Z ACZTX 3.75 6.79 -7.09 -13.39 --- ---
Voya Small Company A AESAX 3.39 7.47 -8.25 -12.52 10.93 4.86
Voya Small Company I AESGX 3.54 7.52 -8.05 -12.11 11.34 5.20
Acuitas US Microcap Institutional AFMCX 3.51 7.40 -10.43 -8.51 12.12 ---
Affinity Small Cap A AISOX 6.83 10.61 -7.46 -17.56 8.75 ---
Affinity Small Cap C AISPX 6.78 10.67 -7.64 -18.20 7.93 ---
Affinity Small Cap I AISQX 6.78 10.53 -7.46 -17.44 8.98 ---
Alambic Small Cap Growth Plus ALGSX 3.72 7.99 -7.66 -8.31 15.27 ---
AlphaOne Small Cap Opportunities Inv AOMAX 4.47 7.40 -9.86 -14.15 10.39 4.79
AlphaOne Small Cap Opportunities Instl AOMCX 4.49 7.34 -9.76 -13.92 10.64 5.01
AMG River Road Small-Mid Cap Value I ARIMX 3.12 7.12 -6.74 -3.63 17.35 7.54
AMG River Road Small Cap Value I ARSIX 3.88 6.79 -6.13 -3.30 15.48 6.87
AMG River Road Small-Mid Cap Value N ARSMX 3.04 7.13 -6.77 -3.84 17.04 7.26
Nuveen Small Cap Select I ARSTX 4.14 8.13 -9.75 -6.69 13.27 5.98
AMG River Road Small Cap Value N ARSVX 3.87 6.74 -6.17 -3.58 15.18 6.61
AMG River Road Small-Mid Cap Value Z ARSZX 3.12 7.13 -6.76 -3.64 --- ---
AMG River Road Small Cap Value Z ARZMX 3.85 6.80 -6.08 -3.25 --- ---
Voya Small Company C ASCCX 3.27 7.36 -8.52 -13.28 10.09 4.07
AllianzGI Small-Cap R6 ASCFX 1.88 6.33 -8.85 --- --- ---
American Century Small Company I ASCQX 4.12 7.39 -9.84 -11.27 10.74 3.91
American Century Small Company R ASCRX 4.01 7.39 -10.03 -11.91 9.96 3.18
AMG Managers Silvercrest Small Cap N ASCTX 3.72 6.78 -7.12 -13.62 11.82 5.03
Nuveen Small Cap Select R6 ASEFX 4.14 8.11 -9.73 --- --- ---
Nuveen Small Cap Select R3 ASEIX 4.08 8.08 -9.91 -7.08 12.76 5.46
361 US Small Cap Equity Inv ASFQX 1.82 6.69 -11.59 -13.49 --- ---
361 US Small Cap Equity Y ASFWX 1.82 6.77 -11.47 -13.15 --- ---
361 US Small Cap Equity I ASFZX 1.82 6.66 -11.54 -13.28 --- ---
American Century Small Company A ASQAX 4.09 7.37 -9.94 -11.67 10.27 3.45
American Century Small Company C ASQCX 4.03 7.29 -10.11 -12.38 9.43 2.67
American Century Small Company R5 ASQGX 4.11 7.38 -9.84 -11.26 --- ---
American Century Small Company Inv ASQIX 4.14 7.34 -9.88 -11.49 10.53 3.70
Invesco Select Companies A ATIAX 4.76 7.04 -8.25 -8.73 15.31 4.38
Invesco Select Companies C ATICX 4.68 7.01 -8.46 -9.43 14.44 3.59
Invesco Select Companies R5 ATIIX 4.75 7.04 -8.20 -8.46 15.67 4.72
Invesco Select Companies R ATIRX 4.70 7.03 -8.31 -8.97 15.03 4.11
Invesco Select Companies R6 ATISX 4.80 7.09 -8.13 -8.31 --- ---
Invesco Select Companies Y ATIYX 4.75 7.09 -8.18 -8.51 15.60 4.63
Auer Growth AUERX 6.06 11.24 -12.25 -20.00 9.55 -2.60
AllianzGI Small-Cap A AZBAX 1.91 6.33 -8.91 -6.22 13.81 5.94
AllianzGI Small-Cap C AZBCX 1.87 6.28 -9.03 -6.95 12.97 5.14
AllianzGI Small-Cap Institutional AZBIX 1.93 6.33 -8.84 -5.89 14.21 6.30
AllianzGI Small-Cap P AZBPX 1.95 6.38 -8.82 -5.93 14.11 6.20
American Beacon Zebra Small Cap Eq A AZSAX 4.52 7.60 -5.43 -5.09 14.15 6.34
American Beacon Zebra Small Cap Eq C AZSCX 4.51 7.54 -5.63 -5.81 13.30 5.55
American Beacon Zebra Small Cap Eq Inst AZSIX 4.55 7.61 -5.37 -4.75 14.60 6.77
American Beacon Zebra Small Cap Eq Inv AZSPX 4.53 7.62 -5.42 -5.08 14.17 6.37
American Beacon Zebra Small Cap Eq Y AZSYX 4.59 7.62 -5.33 -4.76 14.51 6.67
Brown Advisory Sm-Cp Fundamental Val Adv BAUAX 2.40 6.22 -8.72 -10.02 10.91 4.43
Brown Advisory Small-Cap Fdmtl Val Instl BAUUX 2.44 6.24 -8.62 -9.65 11.37 4.85
BMO Small-Cap Core A BCCAX 3.98 7.56 -10.08 -12.86 11.55 ---
iShares Russell 2000 Small-Cap Idx K BDBKX 3.22 7.92 -8.53 -6.20 14.66 5.88
iShares Russell 2000 Small-Cap Idx Inv P BDBPX 3.24 7.90 -8.60 --- --- ---
BlackRock Advantage Small Cap Core Inv A BDSAX 4.00 8.15 -8.79 -4.29 14.97 6.39
BlackRock Advantage Small Cap Core Inv C BDSCX 3.90 8.11 -8.92 -4.98 14.10 5.59
BlackRock Advantage Small Cap Core Instl BDSIX 4.06 8.19 -8.69 -4.04 15.29 6.68
BlackRock Advantage Small Cap Core K BDSKX 3.98 8.19 -8.68 -4.01 --- ---
Brown Advisory Sm-Cp Fundamental Val Inv BIAUX 2.43 6.24 -8.67 -9.81 11.19 4.69
Baird Small/Mid Cap Value Institutional BMVIX 2.24 5.52 -9.55 -10.93 8.63 ---
Baird Small/Mid Cap Value Investor BMVSX 2.22 5.44 -9.62 -11.22 8.34 ---
Bogle Investment Mgmt Sm Cp Gr Instl BOGIX 3.41 7.76 -12.89 -12.35 13.76 3.49
Dreyfus/The Boston Company Sm Cp Val C BOSCX 2.88 7.25 -6.83 -5.72 --- ---
Dreyfus/The Boston Company Sm Cp Val Y BOSYX 3.04 7.32 -6.55 -4.53 --- ---
MFS Blended Research Small Cap Eq B BRSBX 3.63 8.30 -7.82 -1.43 14.92 ---
MFS Blended Research Small Cap Eq A BRSDX 3.75 8.36 -7.61 -0.71 15.82 ---
MFS Blended Research Small Cap Eq C BRSHX 3.75 8.30 -7.71 -1.38 14.98 ---
Bridgeway Ultra-Small Company Market BRSIX 3.70 9.60 -14.05 -11.77 11.91 3.11
MFS Blended Research Small Cap Eq I BRSJX 3.78 8.33 -7.58 -0.43 16.11 ---
MFS Blended Research Small Cap Eq 529A BRSNX 3.76 8.36 -7.59 -0.70 --- ---
MFS Blended Research Small Cap Eq R1 BRSPX 3.71 8.39 -7.74 -1.35 14.95 ---
MFS Blended Research Small Cap Eq 529B BRSQX 3.71 8.31 -7.82 -1.50 --- ---
MFS Blended Research Small Cap Eq R2 BRSSX 3.68 8.35 -7.68 -0.93 15.50 ---
MFS Blended Research Small Cap Eq R3 BRSTX 3.70 8.33 -7.62 -0.67 15.80 ---
MFS Blended Research Small Cap Eq R4 BRSUX 3.82 8.41 -7.54 -0.39 16.11 ---
MFS Blended Research Small Cap Eq 529C BRSWX 3.72 8.32 -7.82 -1.42 --- ---
MFS Blended Research Small Cap Eq R6 BRSYX 3.76 8.32 -7.52 -0.37 16.18 ---
BMO Small-Cap Core I BSCNX 4.03 7.68 -9.98 -12.62 11.85 6.38
Bernzott US Small Cap Value BSCVX 3.03 7.65 -9.71 -1.83 18.21 7.48
iShares Russell Small/Mid-Cap Idx Inv A BSMAX 2.98 7.34 -7.67 -6.12 13.67 ---
iShares Russell Small/Mid-Cap Idx Instl BSMIX 2.97 7.32 -7.61 -5.89 13.95 ---
iShares Russell Small/Mid-Cap Idx K BSMKX 3.07 7.32 -7.59 -5.77 13.99 ---
William Blair Small-Mid Cap Value N BSMNX 1.64 6.88 -9.18 -10.93 9.77 4.07
Baird SmallCap Value Institutional BSVIX 2.59 5.52 -10.15 -12.10 9.53 2.76
Baird SmallCap Value Investor BSVSX 2.51 5.52 -10.25 -12.31 9.23 2.50
Broadview Opportunity BVAOX 2.66 7.15 -11.74 -9.35 10.51 2.49
William Blair Small Cap Value I BVDIX 2.89 7.87 -8.44 -10.44 11.20 4.32
Cambiar Small Cap Inv CAMSX 5.15 7.97 -7.42 -7.37 9.05 0.69
Cambiar Small Cap Instl CAMZX 5.14 7.97 -7.39 -7.30 9.20 0.88
Cardinal Small Cap Value Institutional CCMSX 4.31 6.84 -8.90 -10.50 10.67 ---
Calvert Small-Cap A CCVAX 1.72 5.23 -7.98 -5.03 13.51 7.05
Crawford Dividend Opportunity C CDOCX 2.73 5.74 -4.99 -5.65 14.70 ---
Crawford Dividend Opportunity CDOFX 2.83 5.77 -4.72 -4.71 15.86 7.89
Columbia Disciplined Small Core Adv CFFRX 3.68 9.04 -9.83 -12.90 7.51 0.59
Convergence Opportunities Institutional CIPOX 3.64 7.47 -8.56 -12.69 9.23 4.53
Cortina Small Cap Value Investor CISVX 1.86 6.44 -9.55 -12.83 9.16 ---
Columbia Disciplined Small Core Inst2 CLLRX 3.64 9.12 -9.85 -12.79 7.64 0.72
Columbia Disciplined Small Core Inst3 CPFRX 3.58 8.98 -9.88 -12.79 7.64 0.76
CRM Small Cap Value Instl CRISX 3.54 7.48 -7.53 -11.17 12.93 5.81
CRM Small Cap Value Inv CRMSX 3.55 7.52 -7.58 -11.36 12.68 5.57
Cortina Small Cap Value Institutional CRSVX 1.90 6.44 -9.53 -12.65 9.43 1.32
Cove Street Capital Small Cap Val Instl CSCAX 1.43 8.57 -6.88 -8.15 9.49 2.83
Calvert Small-Cap C CSCCX 1.62 5.14 -8.17 -5.78 12.64 6.24
Columbia Select Small Cap Value Adv CSPRX 2.71 6.43 -9.63 -11.78 9.97 3.65
Columbia Small Cap Index Inst3 CSPYX 3.37 7.35 -8.73 -4.44 --- ---
Columbia Select Small Cap Value Inst3 CSSYX 2.73 6.40 -9.61 -11.70 10.13 ---
Columbia Select Small Cap Value Inst CSSZX 2.76 6.42 -9.64 -11.78 9.98 3.65
Calvert Small-Cap I CSVIX 1.76 5.23 -7.91 -4.68 13.97 7.53
Chartwell Small Cap Value CWSIX 2.64 6.62 -6.06 -9.50 12.57 5.19
Columbia Small Cap Index Inst2 CXXRX 3.39 7.38 -8.71 -4.43 15.59 7.68
Delaware Small Cap Core A DCCAX 2.45 6.46 -11.01 -8.32 13.08 6.08
Delaware Small Cap Core C DCCCX 2.34 6.41 -11.21 -9.00 12.24 5.28
Delaware Small Cap Core I DCCIX 2.46 6.52 -10.96 -8.11 13.36 6.35
Delaware Small Cap Core R DCCRX 2.41 6.48 -11.07 -8.57 12.79 5.82
Delaware Small Cap Core R6 DCZRX 2.50 6.52 -10.91 -7.96 --- ---
DFA US Micro Cap I DFSCX 3.92 7.63 -9.54 -7.42 13.92 5.78
DFA US Small Cap I DFSTX 3.69 7.80 -9.26 -8.96 12.63 5.48
DFA Tax-Managed US Small Cap DFTSX 3.43 7.33 -9.14 -9.34 12.74 5.42
DGHM MicroCap Value Institutional DGMIX 2.96 6.10 -10.39 -9.04 --- ---
DGHM MicroCap Value Investor DGMMX 2.95 6.08 -10.47 -9.26 --- ---
Dreyfus Small Cap Stock Index I DISIX 3.42 7.40 -8.67 -4.38 --- ---
Dreyfus Small Cap Stock Index Inv DISSX 3.37 7.34 -8.75 -4.64 15.15 7.42
MassMutual Premier Small Cap Opps A DLBMX 2.68 7.27 -9.84 -6.25 12.11 5.84
Dreyfus Select Managers Small Cap Val C DMECX 3.11 7.52 -9.08 -11.76 11.04 2.74
Dreyfus Select Managers Small Cap Val A DMVAX 3.19 7.61 -8.88 -11.10 11.88 3.49
Dreyfus Select Managers Small Cap Val I DMVIX 3.20 7.58 -8.84 -10.81 12.21 3.83
Dreyfus Select Managers Small Cap Val Y DMVYX 3.20 7.59 -8.81 -10.76 12.27 3.85
Davenport Small Cap Focus DSCPX 2.77 5.88 -6.50 -10.87 15.19 ---
Wilshire Small Company Value Invmt DTSVX 3.07 6.84 -10.00 -13.60 10.47 4.39
Emerald Small Cap Value A ELASX 4.53 7.36 -12.07 -15.17 10.87 ---
Emerald Small Cap Value C ELCSX 4.54 7.36 -12.17 -15.61 10.14 ---
Empiric 2500 A EMCAX 3.59 7.27 -9.31 0.12 17.08 4.88
Empiric 2500 C EMCCX 3.52 7.24 -9.49 -0.63 16.21 4.08
Nuveen Small Cap Select A EMGRX 4.07 8.02 -9.86 -6.91 13.02 5.72
Russell 2000 Equal Weight PR USD F00000MFRM 3.28 8.55 -10.90 -9.67 13.17 1.99
Russell 2000 Equal Weight NR USD F00000MFRO 3.35 8.58 -10.70 -8.95 14.09 2.82
Russell 2000 Equal Weight TR USD F00000MFRP 3.38 8.59 -10.62 -8.65 14.47 3.16
Russell RAFI US SC TR USD F00000MFUV 3.20 7.77 -8.03 -7.22 13.92 6.41
Russell RAFI US SC PR USD F00000MFUX 2.99 7.73 -8.50 -8.86 11.96 4.66
Russell RAFI US SC NR USD F00000MFUZ 3.13 7.76 -8.17 -7.72 13.34 5.89
Russell 2000 Defensive PR USD F00000MFWE 2.18 6.02 -6.46 -6.01 12.22 5.87
Russell 2000 Defensive TR USD F00000MFWF 2.39 6.07 -5.94 -4.23 14.37 7.85
Russell 2000 Defensive NR USD F00000MFWG 2.32 6.06 -6.10 -4.76 13.73 7.26
Russell 2500 NR USD F00000NHX3 2.98 7.34 -7.52 -6.08 13.48 6.02
Russell 2500 Defensive PR USD F00000OS11 1.53 5.32 -5.41 -4.96 12.57 7.36
Russell 2500 Defensive TR USD F00000OS12 1.75 5.37 -4.87 -3.11 14.73 9.36
Russell 2500 Dynamic PR USD F00000OS13 3.68 8.56 -9.19 -8.34 11.99 3.32
Russell 2500 Dynamic TR USD F00000OS14 3.81 8.58 -8.86 -7.14 13.49 4.67
Russell 2500 Defensive NR USD F00000P2OX 1.68 5.35 -5.03 -3.65 14.10 8.78
Russell 2500 Dynamic NR USD F00000P2OY 3.77 8.57 -8.95 -7.49 13.06 4.28
Russell 2000 NR USD F00000T5ID 3.21 7.90 -8.65 -6.65 14.13 5.41
Russell US HEDI SC Low TR USD F00000XKQR 3.05 7.10 -7.37 -5.24 14.98 7.11
Russell US HEDI SC Mod TR USD F00000XKQU 2.77 6.39 -6.60 -4.43 15.01 7.61
JPM Div Factor US SC Eq PR USD F00000XX6F 2.36 6.59 -7.20 -4.47 12.82 5.98
JPM Div Factor US SC Eq TR USD F00000XX6G 2.49 6.63 -6.83 -3.12 14.46 7.64
JPM Div Factor US SC Eq NC TR USD F00000XX6H 2.46 6.61 -6.90 -3.40 14.10 7.32
Morningstar US Small Cap NR USD F000010SC1 3.37 8.27 -7.82 -7.44 13.31 5.44
Morningstar US Small Core NR USD F000010SC4 3.32 7.83 -6.49 -9.55 12.25 5.48
FAM Small Cap Institutional FAMDX 5.84 6.65 -7.57 -4.67 11.29 ---
FAM Small Cap Investor FAMFX 5.86 6.61 -7.54 -4.79 11.15 5.25
Fidelity® Event Driven Opportunities FARNX 2.51 4.96 -12.90 -18.82 9.59 5.77
Fidelity Advisor® Event Driven Opps C FATJX 2.20 4.81 -13.43 -20.31 7.77 4.09
Fidelity Advisor® Stock Selector Sm Cp A FCDAX 2.97 6.62 -7.15 -5.02 11.42 4.63
Fidelity Advisor® Stock Selector Sm Cp C FCDCX 2.90 6.57 -7.35 -5.80 10.50 3.77
Fidelity Advisor® Stock Selector Sm Cp I FCDIX 2.99 6.64 -7.06 -4.77 11.73 4.92
Fidelity Advisor® Stock Selector Sm Cp M FCDTX 2.97 6.62 -7.21 -5.35 11.02 4.27
Fidelity Advisor® Event Driven Opps A FCHSX 2.26 4.82 -13.31 -19.75 8.55 4.89
Fidelity® Small Cap Enhanced Index FCPEX 3.60 7.87 -8.23 -9.23 11.44 4.88
Fidelity® Flex Small Cap FCUTX 2.27 6.79 -8.38 -4.54 --- ---
Fidelity® Stock Selector Small Cap FDSCX 3.00 6.61 -7.05 -4.76 11.74 4.91
Federated Equity Advantage A FEKAX 4.93 10.32 -6.61 -15.35 --- ---
Federated Equity Advantage IS FEKIX 4.99 10.42 -6.57 -15.09 --- ---
Nuveen Small Cap Select C FHMCX 4.05 8.05 -9.90 -7.57 12.23 4.94
Fidelity Advisor® Event Driven Opps Z FIJVX 2.35 4.80 -13.19 --- --- ---
Fidelity® Series Small Cap Discovery FJACX 6.22 8.77 -3.58 -7.46 11.17 4.55
Fidelity Advisor® Event Driven Opps M FJPDX 2.26 4.84 -13.34 -19.88 8.29 4.63
Fidelity® Small Cap Stock K6 FKICX 4.06 7.99 -6.63 -6.58 --- ---
Fidelity® Flex Small Cap Index FLXSX 3.29 8.00 -8.47 -6.23 --- ---
Fidelity Advisor® Event Driven Opps I FMRMX 2.25 4.80 -13.29 -19.54 8.80 5.13
Tributary Small Company Instl Plus FOSBX 3.62 6.99 -8.26 -6.22 12.86 6.73
Tributary Small Company Instl FOSCX 3.61 6.99 -8.30 -6.40 12.61 6.50
Russell Micro Cap PR USD FOUSA063V3 3.47 8.63 -10.56 -8.80 12.46 2.99
Frontier Phocas Small Cap Value Instl FPSVX 3.07 8.12 -9.25 -13.39 9.60 4.09
Frontier Phocas Small Cap Value Service FPVSX 3.14 8.18 -9.22 -13.30 --- ---
Fidelity Advisor® Small Cap A FSCDX 2.84 7.02 -9.60 -13.23 6.82 3.39
Fidelity Advisor® Small Cap C FSCEX 2.70 7.01 -9.77 -13.89 6.00 2.61
Fidelity Advisor® Small Cap I FSCIX 2.86 7.07 -9.53 -12.99 7.12 3.68
Fidelity® Small Cap Discovery FSCRX 5.19 8.58 -4.14 -8.76 10.52 4.05
Fidelity Advisor® Small Cap M FSCTX 2.78 7.00 -9.67 -13.44 6.57 3.16
Fidelity® Small Cap Stock FSLCX 4.05 7.98 -6.68 -6.28 10.77 6.18
Fidelity® Series Small Cap Opps FSOPX 3.10 6.59 -7.58 -3.95 12.16 4.87
Fidelity Advisor® Series Small Cap FSSFX 2.87 6.93 -9.14 -11.97 7.84 3.78
Fidelity® Small Cap Index FSSNX 3.22 7.89 -8.52 -6.16 14.81 6.05
Fidelity Advisor® Stock Selector Sm Cp Z FSSZX 3.04 6.64 -7.03 -4.60 --- ---
Fuller & Thaler Behavioral Sm-Cp Eq R6 FTHFX 4.90 6.22 -7.65 -9.82 15.96 8.74
Fuller & Thaler Behavioral Sm-Cp Eq Inv FTHNX 4.87 6.19 -7.74 -10.12 15.61 8.41
Fuller & Thaler Behavioral Sm-Cp Eq Inst FTHSX 4.89 6.17 -7.67 -9.89 15.81 8.59
Fuller & Thaler Behavioral Sm-Cp Eq C FTYCX --- 6.15 --- --- --- ---
Fidelity Advisor® Small Cap Z FZAOX 2.87 7.06 -9.49 -12.86 7.27 3.83
Gabelli Small Cap Growth AAA GABSX 2.81 6.36 -7.31 -12.02 11.33 4.64
Gabelli Small Cap Growth I GACIX 2.83 6.36 -7.27 -11.82 11.60 4.90
Gabelli Small Cap Growth A GCASX 2.79 6.35 -7.33 -12.05 11.32 4.64
Gabelli Small Cap Growth C GCCSX 2.73 6.32 -7.50 -12.69 10.49 3.85
Goldman Sachs Small Cap Eq Insghts A GCSAX 3.31 7.40 -9.67 -5.42 14.01 6.71
Goldman Sachs Small Cap Eq Insghts C GCSCX 3.25 7.35 -9.83 -6.11 13.17 5.92
Goldman Sachs Small Cap Eq Insghts Instl GCSIX 3.35 7.42 -9.58 -5.04 14.47 7.15
Goldman Sachs Small Cap Eq Insghts Svc GCSSX 3.32 7.43 -9.67 -5.50 13.91 6.61
Goldman Sachs Small Cap Eq Insghts R6 GCSUX 3.37 7.42 -9.56 -5.02 14.49 ---
Goldman Sachs Small Cap Eq Insghts R GDSRX 3.30 7.43 -9.70 -5.65 13.75 6.46
Goldman Sachs Small Cap Eq Insghts Inv GDSTX 3.34 7.40 -9.60 -5.17 14.31 6.99
Gator Focus Institutional GFFIX 5.06 10.24 -9.94 -11.82 13.75 -1.93
GuideMark® Small/Mid Cap Core Instl GISMX 0.00 0.00 0.00 --- --- ---
Great Lakes Small Cap Opportunity Inv GLSCX 3.51 7.96 -3.94 -2.31 14.15 4.45
Great Lakes Small Cap Opportunity Instl GLSIX 3.52 7.96 -3.87 -2.05 14.45 4.72
Goldman Sachs Small Cap Eq Insghts P GMAPX 3.38 7.42 -9.56 --- --- ---
Nationwide Small Cap Index A GMRAX 3.23 7.86 -8.64 -6.79 14.02 5.35
Nationwide Small Cap Index C GMRCX 3.20 7.86 -8.80 -7.37 13.26 4.63
Nationwide Small Cap Index R6 GMRIX 3.30 7.99 -8.55 -6.34 14.51 5.78
GuideMark® Small/Mid Cap Core Service GMSMX 3.03 7.01 -8.25 -5.18 13.25 5.57
Nationwide Small Cap Index R GMSRX 3.19 7.87 -8.73 -7.03 13.78 5.17
Glenmede Quant US Small Cap Equity GQSCX 3.26 7.32 -7.15 -7.06 --- ---
GuideStone Funds Small Cap Equity Instl GSCYX 3.55 7.44 -9.22 -7.48 12.45 4.13
GuideStone Funds Small Cap Equity Inv GSCZX 3.48 7.38 -9.35 -7.80 12.13 3.86
Goldman Sachs Small Cap Value R GSQRX 2.44 7.06 -8.29 -10.34 11.89 4.94
Goldman Sachs Small Cap Value Inv GSQTX 2.50 7.09 -8.17 -9.89 12.46 5.47
Goldman Sachs Small Cap Value C GSSCX 2.39 7.03 -8.40 -10.80 11.34 4.42
Goldman Sachs Small Cap Value Instl GSSIX 2.49 7.07 -8.14 -9.77 12.61 5.62
Goldman Sachs Small Cap Value A GSSMX 2.46 7.07 -8.21 -10.12 12.18 5.21
Goldman Sachs Small Cap Value Svc GSSSX 2.46 7.07 -8.24 -10.22 12.06 5.10
Goldman Sachs Small Cap Value R6 GSSUX 2.51 7.10 -8.12 -9.75 12.64 ---
Goldman Sachs Small Cap Value P GSYPX 2.50 7.10 -8.13 --- --- ---
Glenmede Small Cap Equity Adv GTCSX 3.12 8.19 -10.70 -11.72 11.98 4.55
Glenmede Small Cap Equity Instl GTSCX 3.16 8.22 -10.63 -11.51 12.22 4.76
Harbor Small Cap Value Instl HASCX 3.27 6.81 -8.56 -13.37 14.21 6.91
Hodges Small Cap Retail HDPSX 5.81 9.01 -13.20 -12.94 9.79 2.43
Hodges Small Cap Institutional HDSIX 5.83 9.04 -13.15 -12.70 10.08 2.73
Hodges Small Intrinsic Value Retail HDSVX 3.79 8.55 -13.90 -18.76 7.40 3.96
Hennessy Cornerstone Growth Investor HFCGX 4.80 8.19 -13.26 -17.00 6.02 3.84
Hancock Horizon Burkenroad Sm Cp Inv HHBUX 3.46 8.04 -10.58 -11.26 10.36 3.54
Hancock Horizon US Small Cap C HHSCX 5.25 8.21 -8.90 -20.08 3.92 0.32
Hancock Horizon Burkenroad Sm Cp Instl HIBUX 3.47 8.02 -10.54 -11.13 --- ---
Hennessy Cornerstone Growth Inst HICGX 4.87 8.21 -13.13 -16.67 6.38 4.16
Harbor Small Cap Value Investor HISVX 3.26 6.80 -8.62 -13.69 13.80 6.52
Hartford MidCap Growth HLS IA HMCSX 1.61 5.86 -7.33 -6.69 12.11 4.82
Hartford MidCap Growth HLS IB HMCVX 1.62 5.90 -7.37 -6.87 11.81 4.55
Hancock Horizon Microcap Inv HMIAX 3.23 7.79 -12.16 -17.62 7.85 ---
Hancock Horizon Microcap C HMICX 3.19 7.73 -12.31 -18.20 7.03 ---
Hancock Horizon Microcap Instl HMIIX 3.29 7.81 -12.07 -17.39 8.13 ---
Harbor Small Cap Value Retirement HNVRX 3.29 6.84 -8.53 -13.29 --- ---
Hartford Schroders US Small Cap Opps C HOOCX 3.20 6.59 -7.50 -7.50 --- ---
Hartford Schroders US Small Cap Opps F HOOFX 3.32 6.64 -7.22 -6.42 --- ---
Hartford Schroders US Small Cap Opps R3 HOORX 3.24 6.58 -7.37 -7.04 --- ---
Hartford Schroders US Small Cap Opps R4 HOOSX 3.29 6.64 -7.27 -6.60 --- ---
Hartford Schroders US Small Cap Opps R5 HOOTX 3.30 6.64 -7.22 -6.51 --- ---
Hartford Schroders US Small Cap Opps Y HOOYX 3.28 6.64 -7.22 -6.45 --- ---
Hancock Horizon US Small Cap Inv HSCAX 5.36 8.30 -8.69 -19.43 4.73 1.05
Hancock Horizon US Small Cap Instl HSCIX 5.40 8.32 -8.58 -19.24 5.00 1.32
Homestead Small Company Stock HSCSX 4.81 8.60 -11.96 -21.25 5.69 1.62
Hartford Small Cap Value I HSEIX 4.19 8.79 -5.92 -4.85 12.21 ---
Hartford Small Cap Value A HSMAX 4.17 8.79 -6.02 -5.16 11.85 4.13
Hartford Small Cap Value F HSMFX 4.31 8.91 -5.81 -4.67 --- ---
Hartford Small Cap Value R3 HSMRX 4.21 8.78 -6.00 -5.29 11.64 3.92
Hartford Small Cap Value R4 HSMSX 4.14 8.77 -5.97 -5.14 11.91 4.23
Hartford Small Cap Value R5 HSMTX 4.23 8.81 -5.89 -4.79 12.28 4.54
Hartford Small Cap Value R6 HSMVX 4.22 8.82 -5.83 --- --- ---
Hartford Small Cap Value Y HSMYX 4.16 8.83 -5.88 -4.78 12.33 4.60
Harbor Small Cap Value Admin HSVRX 3.26 6.84 -8.58 -13.58 13.95 6.65
Highland Small-Cap Equity A HSZAX 5.93 9.70 -2.59 -1.88 19.61 7.87
Highland Small-Cap Equity C HSZCX 5.79 9.49 -2.84 -2.73 18.70 7.05
Highland Small-Cap Equity Y HSZYX 5.93 9.66 -2.61 -1.84 19.87 8.10
Hartford Small Cap Value C HTSCX 4.17 8.80 -6.13 -5.76 11.05 3.37
Hancock Horizon Burkenroad Sm Cp D HYBUX 3.48 8.04 -10.58 -10.94 10.33 3.41
Voya Small Company Port A IASCX 3.37 7.34 -8.12 -12.38 11.12 5.06
ICM Small Company ICSCX 4.73 8.60 -8.60 -9.01 15.38 6.69
Voya Russell Small Cap Index Port I IIRSX 3.24 7.94 -8.61 -6.50 14.29 5.67
VY® JPMorgan Small Cap Core Equity A IJSAX 2.91 7.47 -8.32 -6.71 14.34 6.67
VY® JPMorgan Small Cap Core Equity I IJSIX 2.95 7.52 -8.19 -6.19 15.02 7.31
VY® JPMorgan Small Cap Core Equity S IJSSX 2.93 7.51 -8.25 -6.38 14.74 7.04
VY® JPMorgan Small Cap Core Equity S2 IJSTX 2.97 7.47 -8.25 -6.52 14.57 6.88
Voya Index Plus SmallCap Port I IPSIX 3.16 7.42 -9.25 -8.43 13.29 6.03
Voya Index Plus SmallCap Port S IPSSX 3.15 7.41 -9.32 -8.69 13.01 5.76
Voya Russell Small Cap Index Port S2 IRCIX 3.18 7.92 -8.71 -6.86 13.87 5.25
Voya Russell Small Cap Index Port A IRSIX 3.21 7.90 -8.77 -6.97 13.73 5.14
Voya Russell Small Cap Index Port S IRSSX 3.20 7.85 -8.69 -6.76 14.01 5.41
Voya Small Company O ISCOX 3.40 7.48 -8.20 -12.47 10.94 4.86
Voya Small Company W ISMWX 3.46 7.54 -8.11 -12.18 11.25 5.14
Voya Small Company R6 ISMZX 3.54 7.51 -8.05 -12.05 11.42 5.29
Ivy Small Cap Core N ISPVX 2.27 6.07 -10.79 -7.35 14.85 ---
Voya Small Company Port I IVCSX 3.43 7.37 -8.05 -11.96 11.66 5.59
Voya Small Company Port S IVPSX 3.46 7.39 -8.06 -12.14 11.41 5.33
Ivy Small Cap Core I IVVIX 2.22 6.05 -10.80 -7.42 14.70 7.31
Ivy Small Cap Core T IYCTX 2.23 6.05 -10.85 -7.56 --- ---
Ivy Small Cap Core A IYSAX 2.16 5.98 -10.92 -7.81 14.22 6.86
Ivy Small Cap Core B IYSBX 2.08 5.95 -11.14 -8.61 13.18 5.86
Ivy Small Cap Core C IYSCX 2.16 6.00 -11.06 -8.43 13.49 6.15
Ivy Small Cap Core R IYSMX 2.17 6.01 -10.98 -8.04 14.00 6.65
Ivy Small Cap Core Y IYSYX 2.23 6.05 -10.89 -7.72 14.40 7.03
JHancock New Opportunities A JASOX 4.38 8.90 -9.61 -10.04 12.42 ---
JHancock New Opportunities C JBSOX 4.33 8.86 -9.77 -10.64 11.65 ---
JHancock Small Cap Core A JCCAX 3.26 6.73 -9.34 -14.55 --- ---
JHancock Small Cap Core I JCCIX 3.26 6.75 -9.31 -14.39 12.90 4.54
JPMorgan Small Cap Core R3 JGAUX 4.03 8.82 -8.32 -7.50 --- ---
JPMorgan Small Cap Core R4 JGREX 4.06 8.86 -8.25 -7.26 --- ---
JHancock New Opportunities I JHSOX 4.42 8.90 -9.54 -9.76 12.78 ---
JHFunds 2 Small Company Value NAV JHSVX 2.83 7.09 -8.48 -7.94 14.90 5.63
JHancock New Opportunities 1 JISOX 4.42 8.88 -9.54 -9.73 12.86 4.41
JHFunds 2 Small Company Value 1 JISVX 2.80 7.08 -8.50 -8.02 14.84 5.57
James Micro Cap JMCRX 7.61 9.92 -4.69 -10.01 8.39 4.31
JPMorgan Market Expansion Enh Idx R2 JMEZX 2.99 7.13 -7.79 -10.04 12.11 6.43
JHancock Small Cap Core R6 JORSX 3.36 6.85 -9.26 -14.20 --- ---
JPMorgan Small Cap Core R2 JRJUX 4.01 8.81 -8.36 -7.73 --- ---
JHancock New Opportunities R1 JRSOX 4.37 8.85 -9.69 -10.39 12.23 ---
JHancock Small Cap Value A JSCAX 3.17 7.16 -7.20 -8.28 9.29 4.22
JHancock Small Cap Value I JSCBX 3.18 7.22 -7.12 -8.02 9.63 4.52
JHancock Small Cap Value R6 JSCCX 3.16 7.16 -7.12 -7.94 9.72 4.65
JHancock Small Cap Value NAV JSCNX 3.23 7.22 -7.07 -7.89 9.75 4.67
JPMorgan US Small Company I JSCSX 2.67 7.77 -7.91 -8.34 11.64 5.14
JPMorgan US Small Company R2 JSCZX 2.59 7.73 -8.07 -8.81 11.07 4.60
JPMorgan Small Cap Equity C JSECX 1.90 6.22 -8.30 -6.05 13.43 6.72
JPMorgan Small Cap Equity R3 JSEPX 1.95 6.23 -8.17 -5.59 --- ---
JPMorgan Small Cap Equity R4 JSEQX 1.97 6.25 -8.12 -5.35 --- ---
JPMorgan Small Cap Equity R5 JSERX 1.97 6.25 -8.08 -5.16 14.53 7.77
JPMorgan Small Cap Equity R2 JSEZX 1.92 6.22 -8.24 -5.81 13.72 6.99
JHancock New Opportunities R2 JSSOX 4.41 8.90 -9.57 -9.91 12.57 ---
JHancock New Opportunities R3 JTSOX 4.36 8.87 -9.63 -10.15 12.32 ---
JPMorgan US Small Company A JTUAX 2.66 7.76 -8.00 -8.54 11.37 4.87
JPMorgan US Small Company C JTUCX 2.60 7.76 -8.13 -9.00 10.81 4.35
JPMorgan US Small Company R6 JUSMX 2.69 7.78 -7.89 -8.08 11.94 5.42
JHancock New Opportunities R4 JUSOX 4.40 8.90 -9.56 -9.84 12.72 ---
JPMorgan US Small Company R3 JUSPX 2.69 7.81 -7.99 -8.53 --- ---
JPMorgan US Small Company R4 JUSQX 2.62 7.81 -7.95 -8.38 --- ---
JPMorgan US Small Company L JUSSX 2.68 7.85 -7.89 -8.13 11.84 5.33
JPMorgan US Small Company R5 JUSYX 2.69 7.80 -7.86 -8.15 --- ---
JHancock New Opportunities R5 JVSOX 4.41 8.90 -9.53 -9.68 12.90 ---
JHancock New Opportunities R6 JWSOX 4.45 8.91 -9.51 -9.67 12.88 ---
Catholic Investor Small Cap I KCSIX 3.61 8.98 -8.76 -10.94 10.70 ---
Catholic Investor Small Cap S KCSSX 3.59 9.00 -8.80 -11.01 10.64 ---
Catholic Investor Small Cap Investor KCSVX 3.48 8.92 -8.85 -11.22 --- ---
KP Small Cap Equity Institutional KPSCX 4.10 7.75 -8.48 -4.95 15.26 6.12
Keeley Small Cap Value I KSCIX 4.79 8.41 -10.27 -14.67 7.37 -0.20
Kinetics Small Cap Opportunities No Load KSCOX 7.53 8.97 -9.15 3.19 23.88 6.97
Keeley Small Cap Value A KSCVX 4.78 8.39 -10.32 -14.89 7.10 -0.45
Kinetics Small Cap Opportunities Inst KSCYX 7.53 8.97 -9.12 3.34 24.11 7.17
Keeley Small-Mid Cap Value I KSMIX 4.19 8.44 -8.74 -13.57 12.66 2.79
Keeley Small-Mid Cap Value A KSMVX 4.19 8.44 -8.83 -13.76 12.37 2.54
Kinetics Small Cap Opportunities Adv A KSOAX 7.51 8.95 -9.20 2.88 23.56 6.69
Kinetics Small Cap Opportunities Adv C KSOCX 7.45 8.92 -9.33 2.37 22.94 6.16
QS US Small Capitalization Equity FI LGSCX 3.75 8.38 -9.50 -11.26 10.24 4.12
QS US Small Capitalization Equity A LMBAX 3.81 8.36 -9.46 -11.15 10.28 4.16
QS US Small Capitalization Equity C LMBCX 3.66 8.24 -9.70 -11.85 9.46 3.37
QS US Small Capitalization Equity IS LMBMX 3.81 8.38 -9.37 -10.80 10.75 4.61
QS US Small Capitalization Equity I LMSIX 3.73 8.36 -9.45 -10.97 10.56 4.50
Lord Abbett Small Cap Value A LRSCX 2.85 6.94 -10.37 -8.50 10.08 4.07
Lord Abbett Small Cap Value F LRSFX 2.87 6.94 -10.36 -8.36 10.22 4.23
Lord Abbett Small Cap Value F3 LRSOX 2.88 6.94 -10.31 -8.19 --- ---
Lord Abbett Small Cap Value P LRSPX 2.83 6.89 -10.44 -8.70 9.84 3.87
Lord Abbett Small Cap Value R2 LRSQX 2.86 6.92 -10.46 -8.83 9.69 3.72
Lord Abbett Small Cap Value R3 LRSRX 2.81 6.93 -10.45 -8.71 9.81 3.84
Lord Abbett Small Cap Value R4 LRSSX 2.90 6.93 -10.37 -8.50 10.07 ---
Lord Abbett Small Cap Value R5 LRSTX 2.90 6.91 -10.34 -8.29 10.35 ---
Lord Abbett Small Cap Value R6 LRSVX 2.88 6.88 -10.35 -8.23 10.45 ---
Lord Abbett Small Cap Value I LRSYX 2.89 6.92 -10.36 -8.31 10.34 4.33
Loomis Sayles Small Cap Value N LSCNX 3.08 7.10 -9.04 -13.26 11.46 5.05
Loomis Sayles Small Cap Value Retail LSCRX 3.07 7.11 -9.09 -13.54 11.11 4.73
Columbia Disciplined Small Core A LSMAX 3.61 8.93 -10.03 -13.20 7.20 0.31
Columbia Disciplined Small Core C LSMCX 3.59 8.81 -10.02 -13.80 6.43 -0.41
Lord Abbett Small Cap Value C LSRCX 2.87 6.89 -10.50 -9.14 9.29 3.33
Emerald Small Cap Value Investor LSRIX 4.50 7.32 -12.13 -14.97 11.04 4.30
Emerald Small Cap Value Institutional LSRYX 4.57 7.36 -11.98 -14.79 11.26 4.51
Loomis Sayles Small Cap Value Instl LSSCX 3.09 7.06 -9.08 -13.35 11.38 4.98
Loomis Sayles Small Cap Value Admin LSVAX 3.06 7.07 -9.16 -13.76 10.83 4.47
QS US Small Capitalization Equity A2 LUSAX 3.80 8.39 -9.50 -11.34 10.07 3.94
Summit GI Small Cap Low Volatility A LVSMX 1.40 5.52 -9.05 -5.91 --- ---
Lazard US Small-Mid Cap Equity Open LZCOX 2.40 6.18 -8.97 -10.37 10.48 5.39
Lazard US Small-Mid Cap Equity Instl LZSCX 2.48 6.28 -8.90 -10.09 10.82 5.73
iShares Russell 2000 Small-Cap Idx Instl MASKX 3.23 7.88 -8.54 -6.25 14.58 5.82
Madison Small Cap A MASVX 3.09 7.07 -7.44 -9.25 8.96 3.97
Mutual of America Instl Small Cap Value MAVSX 3.04 6.08 -6.53 -10.93 8.69 3.79
Madison Small Cap B MBSVX 3.03 6.97 -7.64 -9.92 8.14 3.19
MassMutual Premier Small Cap Opps R3 MCCRX 2.64 7.29 -9.91 -6.40 11.96 ---
MM Russell 2000® Small Cap Index A MCJAX 3.21 7.86 -8.73 -6.88 13.83 5.18
MM Russell 2000® Small Cap Index R4 MCJFX 3.26 7.89 -8.65 -6.80 13.97 ---
MM Russell 2000® Small Cap Index R5 MCJIX 3.26 7.97 -8.53 -6.43 14.42 5.74
MM Russell 2000® Small Cap Index Svc MCJSX 3.22 7.84 -8.66 -6.62 14.20 5.53
MM Russell 2000® Small Cap Index R3 MCJTX 3.15 7.83 -8.75 -7.03 13.65 ---
MM Russell 2000® Small Cap Index Adm MCJYX 3.22 7.91 -8.64 -6.67 14.10 5.44
MM Russell 2000® Small Cap Index I MCJZX 3.30 7.97 -8.55 -6.32 14.53 5.83
iShares Russell 2000 Small-Cap Idx Inv A MDSKX 3.23 7.87 -8.58 -6.47 14.30 5.57
Morgan Dempsey Small/Micro Cap Value MITYX 2.59 5.48 -7.17 -5.16 13.90 2.99
Victory Integrity Discovery A MMEAX 4.38 8.35 -9.40 -11.40 13.44 5.94
Victory Integrity Discovery C MMECX 4.29 8.29 -9.61 -12.15 12.55 5.11
Victory Integrity Discovery R MMERX 4.33 8.31 -9.55 -11.93 12.85 5.45
Victory Integrity Discovery Y MMEYX 4.42 8.39 -9.35 -11.21 13.71 6.20
MassMutual Select Small Cap Val Eq A MMQAX 4.47 7.95 -8.92 -10.14 11.64 4.65
MassMutual Select Small Cap Val Eq R4 MMQFX 4.41 7.91 -8.98 -10.11 11.72 ---
MassMutual Select Small Cap Val Eq I MMQIX 4.54 7.97 -8.79 -9.64 12.26 ---
MassMutual Select Small Cap Val Eq Adm MMQLX 4.50 7.96 -8.86 -9.92 11.94 4.92
MassMutual Select Small Cap Val Eq R5 MMQSX 4.47 7.95 -8.85 -9.75 12.15 5.13
MassMutual Select Small Cap Val Eq R3 MMQTX 4.43 7.94 -8.94 -10.28 11.46 ---
MassMutual Select Small Cap Val Eq Svc MMQYX 4.48 7.91 -8.87 -9.82 12.01 5.03
Praxis Small Cap Index A MMSCX 2.44 7.12 -8.91 -4.38 9.21 1.66
Praxis Small Cap Index I MMSIX 2.57 7.13 -8.76 -3.72 9.91 2.30
MainStay Epoch US Small Cap Inv MOINX 4.35 8.05 -6.61 -11.99 9.82 3.77
MassMutual Premier Small Cap Opps R4 MOORX 2.70 7.33 -9.81 -6.19 12.25 ---
MainStay Epoch US Small Cap A MOPAX 4.36 7.99 -6.55 -11.77 10.10 4.05
MainStay Epoch US Small Cap C MOPCX 4.28 8.03 -6.78 -12.64 9.00 3.00
MainStay Epoch US Small Cap I MOPIX 4.39 8.05 -6.50 -11.55 10.38 4.30
MainStay Epoch US Small Cap R1 MOPRX 4.36 8.03 -6.55 -11.64 10.28 4.20
MainStay Epoch US Small Cap B MOTBX 4.28 7.96 -6.78 -12.64 8.99 2.99
MainStay Epoch US Small Cap R2 MOTRX 4.38 8.02 -6.57 -11.84 10.00 3.94
MainStay Epoch US Small Cap R3 MOVRX 4.35 8.01 -6.62 -12.07 --- ---
MassMutual Premier Small Cap Opps R5 MSCDX 2.68 7.38 -9.74 -5.82 12.64 6.31
Mairs & Power Small Cap MSCFX 2.43 6.94 -6.61 -2.45 14.17 6.65
MassMutual Premier Small Cap Opps Adm MSCLX 2.70 7.35 -9.81 -6.05 12.42 6.10
Morningstar US Small Cap PR USD MSCP 3.25 8.25 -8.10 -8.42 12.07 4.29
Morningstar US Small Cap TR USD MSCPT 3.42 8.28 -7.70 -7.01 13.85 5.93
Morningstar US Small Core PR USD MSCR 3.20 7.80 -6.80 -10.58 10.97 4.34
Morningstar US Small Core TR USD MSCRT 3.38 7.84 -6.35 -9.11 12.80 5.97
MassMutual Premier Small Cap Opps I MSOOX 2.76 7.37 -9.67 -5.70 12.78 ---
Litman Gregory Masters Smlr Coms Instl MSSFX 3.39 7.87 -5.61 -5.45 14.35 1.45
MassMutual Premier Small Cap Opps Svc MSVYX 2.76 7.39 -9.74 -5.88 12.53 6.21
Great-West S&P SmallCap 600® Index Instl MXERX 3.43 7.42 -8.16 -3.80 15.89 ---
Great-West S&P SmallCap 600® Index Inv MXISX 3.44 7.46 -8.20 -4.12 15.47 7.48
Great-West Loomis Sayles Sm Cp Val Inv MXLSX 3.36 7.12 -8.61 -12.88 11.21 4.79
Great-West S&P SmallCap 600® Index L MXNSX 3.37 7.37 -8.29 -4.36 15.17 7.22
Great-West Loomis Sayles Sm Cp Val Instl MXTFX 3.40 7.18 -8.54 -12.59 11.58 ---
Madison Small Cap Y MYSVX 3.21 7.15 -7.35 -8.99 9.24 4.23
Vanguard Small Cap Index Inv NAESX 3.25 7.70 -7.04 -4.65 14.31 6.49
Natixis Vaughan Nelson Small Cap Value A NEFJX 2.75 7.29 -7.81 -11.01 8.34 4.79
Natixis Vaughan Nelson Small Cap Value C NEJCX 2.54 7.18 -8.05 -11.79 7.49 3.99
Natixis Vaughan Nelson Small Cap Value Y NEJYX 2.79 7.26 -7.77 -10.76 8.60 5.05
Neuberger Berman Intrinsic Value A NINAX 3.24 9.50 -8.09 -5.45 12.44 5.16
Neuberger Berman Intrinsic Value C NINCX 3.17 9.45 -8.26 -6.16 11.59 4.39
Neuberger Berman Intrinsic Value Instl NINLX 3.23 9.49 -8.06 -5.12 12.81 5.55
Columbia Small Cap Index A NMSAX 3.35 7.35 -8.76 -4.69 15.29 7.41
Columbia Small Cap Index Inst NMSCX 3.38 7.36 -8.71 -4.45 15.60 7.67
Nuveen NWQ Small-Cap Value A NSCAX 3.84 7.38 -12.18 -16.79 9.80 3.59
Nuveen NWQ Small-Cap Value C NSCCX 3.79 7.35 -12.35 -17.40 8.99 2.81
Nuveen NWQ Small-Cap Value R6 NSCFX 3.87 7.38 -12.10 -16.46 10.26 4.00
Nuveen NWQ Small-Cap Value R3 NSCQX 3.81 7.37 -12.24 -16.98 9.53 3.33
Nuveen NWQ Small-Cap Value I NSCRX 3.87 7.41 -12.13 -16.57 10.08 3.85
Northern Small Cap Core NSGRX 3.06 7.23 -7.33 -5.85 13.64 5.92
Northern Small Cap Index NSIDX 3.23 7.89 -8.56 -6.39 14.46 5.70
Nuveen NWQ Small/Mid-Cap Value A NSMAX 2.35 6.79 -13.03 -16.58 8.86 1.34
Nuveen NWQ Small/Mid-Cap Value C NSMCX 2.26 6.75 -13.23 -17.24 8.04 0.58
Nuveen NWQ Small/Mid-Cap Value I NSMRX 2.35 6.80 -12.99 -16.40 9.12 1.60
Nationwide WCM Focused Sm Cp A NWGPX 2.46 4.12 -5.49 -7.04 14.12 6.75
Nationwide WCM Focused Sm Cp C NWGQX 2.36 4.05 -5.69 -7.73 13.26 5.96
Nationwide WCM Focused Sm Cp Instl Svc NWGSX 2.47 4.13 -5.43 -6.77 14.42 7.05
Nationwide WCM Focused Sm Cp R6 NWKEX 2.48 4.11 -5.40 -6.69 14.52 7.13
Nuveen NWQ Small/Mid Cap Value R6 NWQFX 2.40 6.81 -12.92 -16.21 --- ---
Nuveen NWQ Small/Mid-Cap Value R3 NWQRX 2.31 6.73 -13.11 -16.82 8.57 1.08
Nationwide Small Cap Index Instl Svc NWXRX 3.23 8.00 -8.61 -6.53 --- ---
Orchard Small Cap Value I OCSIX 3.70 9.75 -13.90 -15.97 15.52 ---
Orchard Small Cap Value N OCSNX 3.64 9.85 -13.94 -16.19 15.22 ---
JPMorgan Market Expansion Enh Idx A OMEAX 3.09 7.24 -7.61 -9.75 12.43 6.70
JPMorgan Market Expansion Enh Idx C OMECX 3.07 7.17 -7.78 -10.14 11.80 6.04
JPMorgan Market Expansion Enh Idx R6 OMYGX 3.11 7.16 -7.61 --- --- ---
Oak Ridge Dynamic Small Cap A ORSAX 2.74 7.55 -9.93 -4.67 13.89 ---
Oak Ridge Dynamic Small Cap I ORSIX 2.71 7.58 -9.81 -4.37 14.17 ---
Oppenheimer Main Street Small Cap A OSCAX 2.76 7.27 -9.74 -6.04 12.14 5.79
Oppenheimer Main Street Small Cap C OSCCX 2.71 7.32 -9.89 -6.70 11.35 4.99
Oppenheimer Main Street Small Cap R OSCNX 2.71 7.28 -9.78 -6.29 11.87 5.51
Oppenheimer Main Street Small Cap Y OSCYX 2.74 7.24 -9.68 -5.82 12.48 6.14
Oppenheimer Main Street Small Cap I OSSIX 2.74 7.31 -9.67 -5.64 12.65 6.26
Pacific Advisors Small Cap Value A PASMX 5.90 9.63 -18.53 -15.34 16.22 -6.67
T. Rowe Price Small-Cap Value Adv PASVX 2.71 6.87 -8.46 -6.99 14.66 5.66
PIMCO StocksPLUS® Small A PCKAX 3.19 8.16 -9.72 -7.67 16.68 6.17
PIMCO StocksPLUS® Small C PCKCX 3.11 8.11 -9.93 -8.39 15.76 5.37
PIMCO StocksPLUS® Small I2 PCKPX 3.25 8.28 -9.67 -7.38 17.01 6.48
PIMCO StocksPLUS® Small Administrative PCKTX 3.18 8.21 -9.73 -7.57 16.87 ---
PACE Small/Medium Co Value Equity P PCSVX 4.02 8.25 -9.93 -12.13 10.43 4.53
Royce Pennsylvania Mutual Invmt PENNX 3.38 6.45 -7.86 -6.93 16.23 4.51
PACE Small/Medium Co Value Equity A PEVAX 3.99 8.26 -9.93 -12.24 10.28 4.39
Pacific Funds Small-Cap C PFACX 3.64 7.26 -7.76 -9.22 11.56 ---
Pacific Funds Small/Mid-Cap A PFDAX 2.78 6.84 -8.72 -8.59 11.40 ---
Pacific Funds Small-Cap S PFJIX 3.61 7.30 -7.52 -8.42 12.63 ---
Pacific Funds Small-Cap A PFKAX 3.68 7.35 -7.59 -8.63 12.39 ---
Pacific Funds Small/Mid-Cap Advisor PFMDX 2.78 6.80 -8.67 -8.34 11.63 ---
Pacific Funds Small/Mid-Cap S PFOIX 2.80 6.79 -8.64 -8.24 11.73 ---
Paradigm Opportunity PFOPX 2.53 4.66 -8.15 -0.90 13.65 6.78
Pacific Funds Small/Mid-Cap C PFPCX 2.67 6.82 -8.91 -9.25 10.57 ---
Pacific Funds Small-Cap Advisor PFQDX 3.65 7.33 -7.53 -8.35 12.65 ---
Paradigm Select PFSLX 4.84 5.77 -8.34 -7.12 12.43 6.56
Pacific Advisors Small Cap Value I PGISX 5.95 9.69 -18.47 -15.12 16.44 -6.44
JPMorgan Market Expansion Enh Idx I PGMIX 3.13 7.23 -7.60 -9.48 12.70 6.96
Pacific Advisors Small Cap Value C PGSCX 5.85 9.63 -18.64 -15.96 15.38 -7.37
Principal SmallCap A PLLAX 3.52 8.10 -8.13 -6.21 12.24 5.54
Perritt Low Priced Stock Investor PLOWX 6.91 9.74 -10.33 -17.97 8.98 ---
Perritt MicroCap Opportunities Investor PRCGX 4.10 7.66 -10.21 -13.13 10.19 2.16
Perritt Ultra MicroCap PREOX 7.33 11.18 -7.05 -12.69 11.30 2.56
T. Rowe Price Small-Cap Value PRSVX 2.73 6.88 -8.43 -6.92 14.97 5.95
T. Rowe Price Small-Cap Value I PRVIX 2.73 6.88 -8.40 -6.82 15.10 ---
Principal SmallCap R1 PSABX 3.45 8.06 -8.23 -6.66 11.77 5.09
Principal SmallCap S&P 600 Index R1 PSAPX 3.30 7.30 -8.86 -5.25 14.58 6.78
Principal SmallCap J PSBJX 3.51 8.05 -8.10 -6.09 12.44 5.69
Principal SmallCap R3 PSBMX 3.52 8.12 -8.11 -6.35 12.13 5.43
Principal SmallCap R2 PSBNX 3.51 8.08 -8.18 -6.55 11.91 5.23
Principal SmallCap R5 PSBPX 3.55 8.11 -8.08 -6.04 12.46 5.75
Principal SmallCap R4 PSBSX 3.57 8.10 -8.08 -6.15 12.33 5.63
PIMCO StocksPLUS® Small Institutional PSCSX 3.25 8.20 -9.65 -7.33 17.16 6.58
Principal SmallCap Inst PSLIX 3.52 8.07 -8.06 -5.90 12.68 5.97
Principal SmallCap C PSMCX 3.49 8.08 -8.26 -6.97 11.34 4.68
Principal SmallCap R-6 PSMLX 3.58 8.13 -8.02 -5.81 --- ---
PIMCO StocksPLUS® Small I-3 PSNSX 3.27 8.29 -9.66 --- --- ---
Principal SmallCap S&P 600 Index R-6 PSPIX 3.44 7.39 -8.64 -4.38 --- ---
Principal SmallCap S&P 600 Index Inst PSSIX 3.38 7.38 -8.69 -4.43 15.54 7.66
Principal SmallCap S&P 600 Index J PSSJX 3.43 7.39 -8.71 -4.60 15.30 7.40
Principal SmallCap S&P 600 Index R3 PSSMX 3.37 7.35 -8.79 -4.91 14.96 7.11
Principal SmallCap S&P 600 Index R2 PSSNX 3.34 7.31 -8.85 -5.10 14.74 6.92
Principal SmallCap S&P 600 Index R5 PSSPX 3.36 7.36 -8.73 -4.65 15.31 7.44
Principal SmallCap S&P 600 Index R4 PSSSX 3.39 7.40 -8.71 -4.73 15.19 7.32
PACE Small/Medium Co Value Equity Y PVEYX 4.04 8.26 -9.91 -11.96 10.53 4.58
Paradigm Value PVFAX 3.50 5.39 -5.34 0.88 15.74 7.54
Paradigm Micro-Cap PVIVX 3.68 7.24 -8.92 -6.47 16.78 5.19
Pax Small Cap A PXSAX 2.20 5.09 -7.11 -12.07 7.22 3.21
Pax Small Cap Individual Investor PXSCX 2.17 5.08 -7.11 -12.11 7.23 3.21
Pax Small Cap Institutional PXSIX 2.13 5.03 -7.07 -11.92 7.48 3.47
Federated MDT Small Cap Core A QASCX 2.50 7.10 -10.54 -9.07 19.23 7.90
Pear Tree Polaris Small Cap Instl QBNAX 2.68 6.19 -8.79 -6.22 11.39 3.15
Federated MDT Small Cap Core C QCSCX 2.44 7.09 -10.72 -9.77 18.33 7.09
Federated MDT Small Cap Core Instl QISCX 2.54 7.15 -10.49 -8.81 19.52 8.17
Federated MDT Small Cap Core R6 QLSCX 2.48 7.08 -10.49 -8.85 --- ---
AQR Small Cap Multi-Style R6 QSERX 3.43 6.68 -9.07 -10.79 11.19 ---
AQR Small Cap Multi-Style I QSMLX 3.46 6.69 -9.07 -10.91 11.06 4.09
AQR Small Cap Multi-Style N QSMNX 3.48 6.70 -9.10 -11.07 10.80 3.84
AQR Small Cap Relaxed Constraint Eq I QSRIX 2.90 5.22 -10.49 -16.79 --- ---
AQR Small Cap Relaxed Constraint Eq N QSRNX 2.91 5.23 -10.52 -16.90 --- ---
AQR Small Cap Relaxed Constraint Eq R6 QSRRX 3.02 5.21 -10.48 -16.70 --- ---
AQR TM Small Cap Multi-Style I QSSLX 3.28 6.65 -9.65 -10.68 10.72 ---
AQR TM Small Cap Multi-Style N QSSNX 3.17 6.65 -9.71 -10.89 10.43 ---
AQR TM Small Cap Multi-Style R6 QSSRX 3.22 6.64 -9.67 -10.62 10.81 ---
Russell Inv US Small Cap Equity E REBEX 3.06 7.61 -9.90 -7.65 13.55 4.73
Russell Inv US Small Cap Equity Y REBYX 3.09 7.60 -9.83 -7.26 14.05 5.20
River Oak Discovery RIVSX 3.77 6.96 -6.58 -8.79 9.26 3.01
Russell Inv US Small Cap Equity A RLACX 3.08 7.60 -9.90 -7.64 13.56 4.74
Russell Inv US Small Cap Equity C RLECX 2.99 7.54 -10.09 -8.34 12.68 3.95
Russell Inv US Small Cap Equity S RLESX 3.06 7.60 -9.85 -7.38 13.86 5.01
Royce Low Priced Stock Invmt RLPHX 5.21 7.69 -6.34 -4.63 12.59 1.76
Royce Micro-Cap Svc RMCFX 3.81 7.10 -8.64 -4.64 11.40 0.17
Royce Small-Cap Leaders Invmt ROHHX 5.25 6.14 -7.16 -9.07 12.98 1.86
Royce Micro-Cap Opportunity Invmt ROSFX 2.40 7.75 -7.95 -9.54 18.15 2.36
Royce Pennsylvania Mutual Instl RPMIX 3.50 6.43 -7.77 -6.76 16.38 4.63
Royce Pennsylvania Mutual R RPMRX 3.33 6.30 -8.00 -7.47 15.39 3.77
RQSI Small Cap Hedged Equity Retail RQSAX 1.82 3.05 -4.72 -7.52 7.65 ---
RQSI Small Cap Hedged Equity Instl RQSIX 1.88 3.06 -4.58 -7.23 7.89 ---
Russell Inv US Small Cap Equity R6 RSCRX 3.09 7.61 -9.81 -7.26 --- ---
Victory RS Partners A RSPFX 2.99 7.07 -6.40 -8.21 13.59 2.51
Victory RS Partners R RSPKX 2.97 7.08 -6.50 -8.55 13.18 2.14
Victory RS Partners Y RSPYX 3.00 7.11 -6.32 -7.93 13.96 2.84
Royce Total Return Instl RTRIX 3.04 6.05 -5.96 -8.92 13.34 4.82
Royce Total Return R RTRRX 3.00 5.96 -6.11 -9.58 12.54 4.05
Dreyfus/The Boston Company Sm Cp Val A RUDAX 3.03 7.33 -6.61 -4.90 --- ---
Russell Inv US Small Cap Equity M RUNTX 3.10 7.61 -9.81 -7.29 --- ---
Russell 2000 PR USD RUT 3.11 7.87 -8.90 -7.52 13.02 4.40
Royce Low Priced Stock Svc RYLPX 5.25 7.74 -6.28 -4.77 12.34 1.52
Royce Micro-Cap Consult RYMCX 3.75 7.05 -8.89 -5.55 10.40 -0.75
Royce Small-Cap Leaders Svc RYOHX 5.31 6.21 -7.16 -9.23 12.70 1.60
Royce Micro-Cap Invmt RYOTX 3.94 7.17 -8.54 -4.46 11.56 0.29
Royce Pennsylvania Mutual Consult RYPCX 3.30 6.31 -8.18 -7.86 15.03 3.44
Royce Pennsylvania Mutual Svc RYPFX 3.38 6.31 -7.94 -7.26 15.78 4.17
Rydex Russell 2000 H RYRHX 3.17 7.92 -8.87 -7.89 12.64 4.02
Rydex Russell 2000 C RYROX 3.12 7.87 -9.05 -8.57 11.82 3.26
Rydex Russell 2000 A RYRRX 3.19 7.90 -8.87 -7.90 12.64 4.03
Royce Total Return Consult RYTCX 2.91 5.89 -6.23 -9.96 12.09 3.65
Royce Total Return Svc RYTFX 3.02 6.02 -6.05 -9.29 12.88 4.39
Royce Total Return Invmt RYTRX 3.10 6.08 -5.93 -9.02 13.22 4.69
SA US Small Company Select SASLX 3.37 7.13 -8.57 -8.84 --- ---
Virtus Ceredex Small-Cap Value Eq A SASVX 3.28 7.22 -7.49 -8.00 13.08 5.26
SA US Small Company Investor SAUMX 3.31 7.12 -8.61 -9.05 12.29 4.77
Segall Bryant & Hamill Small Cap Val SBHVX 2.62 6.46 -4.18 -0.51 15.57 6.57
Crossmark Steward Sm-Md Cp Enh Idx Instl SCECX 3.54 8.07 -8.00 -7.72 14.33 6.33
Virtus Ceredex Small-Cap Value Eq I SCETX 3.25 7.25 -7.44 -7.77 13.39 5.57
Summit GI Small Cap Low Volatility I SCLVX 1.40 5.52 -9.03 -5.75 --- ---
Bernstein Small Cap Core SCB SCRSX 3.54 7.90 -9.32 -9.69 9.93 ---
AB Small Cap Core Advisor SCRYX 3.53 8.00 -9.24 -9.46 10.21 ---
AB Small Cap Core Z SCRZX 3.54 7.89 -9.31 -9.46 10.20 ---
Hartford Schroders US Small Cap Opps I SCUIX 3.30 6.64 -7.25 -6.51 12.44 6.75
Hartford Schroders US Small Cap Opps SDR SCURX 3.30 6.63 -7.19 -6.42 12.54 ---
Hartford Schroders US Small Cap Opps A SCUVX 3.27 6.63 -7.33 -6.81 12.10 6.43
Sit Small Cap Dividend Growth S SDFSX 2.05 6.66 -6.84 -13.86 9.24 ---
Schwab Fundamental US Small Company Idx SFSNX 3.21 7.76 -8.06 -7.40 13.68 6.14
STAAR Smaller Company Stock SITSX 1.46 5.31 -6.85 -10.21 9.50 2.01
AMG Managers Skyline Special Equities N SKSEX 4.55 7.24 -9.94 -16.10 8.10 2.35
AMG Managers Skyline Special Equities I SKSIX 4.53 7.24 -9.91 -15.98 --- ---
AMG Managers Skyline Special Equities Z SKSZX 4.56 7.23 -9.88 -15.88 --- ---
SEI Small Cap A (SIIT) SLPAX 3.11 7.29 -9.19 -6.14 11.47 4.11
ProFunds Small Cap Inv SLPIX 3.23 8.08 -8.93 -8.15 12.23 3.81
ProFunds Small Cap Svc SLPSX 3.14 8.06 -9.15 -9.03 11.13 2.81
Columbia Disciplined Small Core Inst SMCEX 3.62 8.95 -9.88 -13.02 7.47 0.57
Shelton S&P Smallcap Index Direct SMCIX 3.31 7.25 -8.82 -4.98 14.73 7.51
Invesco Small Cap Equity A SMEAX 3.86 7.16 -10.55 -12.57 8.50 2.18
Invesco Small Cap Equity C SMECX 3.80 7.01 -10.72 -13.29 7.69 1.40
Invesco Small Cap Equity R6 SMEFX 3.88 7.12 -10.42 -12.15 9.04 2.68
Invesco Small Cap Equity R5 SMEIX 3.83 7.10 -10.50 -12.28 8.94 2.59
Invesco Small Cap Equity R SMERX 3.79 7.03 -10.64 -12.84 8.22 1.91
Invesco Small Cap Equity Y SMEYX 3.88 7.12 -10.50 -12.34 8.78 2.43
Shelton S&P Smallcap Index K SMLKX 3.28 7.23 -8.94 -5.44 14.17 6.98
Summit GI Small Cap Low Volatility C SMLVX 1.23 5.41 -9.30 -6.67 --- ---
Wells Fargo Small Cap Value A SMVAX 4.47 8.19 -9.82 -15.95 14.20 3.61
Wells Fargo Small Cap Value C SMVCX 4.39 8.02 -10.05 -16.61 13.33 2.83
Wells Fargo Small Cap Value Admin SMVDX 4.56 8.22 -9.74 -15.78 14.44 3.83
Wells Fargo Small Cap Value R6 SMVRX 4.57 8.26 -9.67 -15.53 14.73 4.09
AlphaCentric Small Cap Opps A SMZAX 8.16 12.83 -5.03 --- --- ---
AlphaCentric Small Cap Opps C SMZCX 8.07 12.76 -5.15 --- --- ---
AlphaCentric Small Cap Opps I SMZIX 8.15 12.82 -4.92 --- --- ---
Saratoga Small Capitalization C SSCCX 2.84 6.37 -11.97 -13.93 8.24 0.72
Sit Small Cap Dividend Growth I SSCDX 2.13 6.66 -6.77 -13.63 9.51 ---
Columbia Disciplined Small Core V SSCEX 3.71 9.02 -9.81 -13.08 7.25 0.33
Saratoga Small Capitalization I SSCPX 3.14 6.69 -11.68 -12.99 9.31 1.73
Columbia Select Small Cap Value A SSCVX 2.72 6.46 -9.68 -11.98 9.69 3.39
Saratoga Small Capitalization A SSCYX 3.25 6.72 -11.89 -13.42 8.89 1.32
DWS Small Cap Core S SSLCX 3.63 8.02 -11.77 -11.12 12.69 5.43
SEI Small/Mid Cap Equity A (SIIT) SSMAX 2.79 6.62 -8.70 -7.33 11.88 5.04
Crossmark Steward Sm-Md Cp Enh Idx C SSMEX 3.48 8.10 -8.15 -9.56 --- ---
State Street Small/Mid Cap Equity Index SSMHX 3.26 7.47 -6.61 -4.80 14.67 ---
State Street Small/Mid Cap Equity Idx A SSMJX 3.19 7.45 -6.66 -5.06 14.33 ---
State Street Small/Mid Cap Equity Idx K SSMKX 3.27 7.44 -6.56 -4.81 14.65 ---
State Street Small/Mid Cap Equity Idx I SSMLX 3.32 7.44 -6.52 -4.85 14.64 ---
Crossmark Steward Sm-Md Cp Enh Idx R6 SSMOX 3.44 8.13 -8.09 -9.56 --- ---
SSgA Dynamic Small Cap A SSSDX 2.31 6.17 -9.78 -8.26 10.43 ---
AMG SouthernSun Small Cap N SSSFX 7.25 10.79 -9.54 -19.06 9.00 -1.16
AMG SouthernSun Small Cap I SSSIX 7.27 10.86 -9.46 -18.84 9.26 -0.91
SSgA Dynamic Small Cap I SSSJX 2.34 6.18 -9.70 -7.93 10.74 ---
SSgA Dynamic Small Cap K SSSKX 2.34 6.17 -9.70 -7.96 10.82 ---
Columbia Select Small Cap Value Inst2 SSVIX 2.77 6.45 -9.62 -11.73 10.07 3.77
Columbia Select Small Cap Value R SSVRX 2.71 6.43 -9.75 -12.20 9.43 3.14
Virtus Ceredex Small-Cap Value Eq C STCEX 3.16 7.15 -7.62 -8.54 12.58 4.83
SEI Tax-Managed Small/Mid Cap Y(SIMT) STMPX 2.86 6.82 -9.21 -8.57 11.08 ---
SEI Tax-Managed Small/Mid Cap F (SIMT) STMSX 2.80 6.77 -9.27 -8.82 10.83 4.53
Sterling Capital Stratton SmCp Val Instl STSCX 3.19 7.73 -5.65 -10.03 12.98 5.17
Sterling Capital Stratton SmCp Val A STSNX 3.17 7.71 -5.71 -10.26 12.71 ---
Sterling Capital Stratton SmCp Val C STSOX 3.10 7.69 -5.88 -10.93 11.87 ---
Dreyfus/The Boston Company Sm Cp Val I STSVX 3.07 7.36 -6.52 -4.57 14.65 5.60
Columbia Select Small Cap Value C SVMCX 2.65 6.37 -9.85 -12.62 8.88 2.62
SSgA Dynamic Small Cap N SVSCX 2.33 6.17 -9.74 -8.16 10.55 4.88
Laudus Small-Cap MarketMasters Select SWMSX 3.06 7.93 -9.81 -12.13 10.56 2.95
Laudus Small-Cap MarketMasters Inv SWOSX 2.94 7.86 -9.85 -12.32 10.37 2.80
Schwab Small-Cap Equity SWSCX 4.44 8.34 -8.46 -7.66 13.33 5.81
Schwab Small Cap Index SWSSX 3.25 7.93 -8.55 -6.22 14.63 5.88
DWS Small Cap Core A SZCAX 3.64 8.02 -11.81 -11.30 12.44 5.19
DWS Small Cap Core C SZCCX 3.56 8.01 -11.97 -11.97 11.60 4.39
DWS Small Cap Core Inst SZCIX 3.65 8.03 -11.77 -11.06 --- ---
DWS Small Cap Core R6 SZCRX 3.66 8.03 -11.74 -11.04 --- ---
DWS Small Cap Core T SZCTX 3.60 7.99 -11.83 -11.31 --- ---
Third Avenue Small Cap Value Instl TASCX 5.30 7.92 -6.65 -8.22 12.65 4.81
Transamerica Small Cap Value Advisor TASLX 5.02 9.97 -7.87 -13.26 --- ---
Third Avenue Small Cap Value Z TASZX 5.30 7.97 -6.59 --- --- ---
Epoch US Small-Mid Cap Equity Adv TDUAX 3.92 7.34 -5.96 -12.29 10.44 4.15
Epoch US Small-Mid Cap Equity Instl TDUSX 3.81 7.34 -5.97 -12.30 10.45 4.15
RBC Enterprise A TETAX 5.03 8.36 -14.52 -14.94 12.27 0.67
RBC Enterprise I TETIX 5.03 8.33 -14.48 -14.70 12.55 0.92
THB Asset Management MicroCap Ins THBIX 2.51 5.01 -8.36 -4.38 17.66 3.56
THB Asset Management MicroCap Inv THBVX 2.39 4.97 -8.51 -4.81 17.12 3.07
TIAA-CREF Small-Cap Blend Idx Inst TISBX 3.35 7.90 -8.48 -6.13 14.81 6.07
Toreador Explorer Investor TMRLX 4.61 9.06 -8.99 -8.84 13.04 ---
Toreador Explorer Institutional TMRZX 4.69 9.11 -8.90 -8.68 13.30 ---
1290 GAMCO Small/Mid Cap Value A TNVAX 3.98 8.38 -7.05 -9.80 13.23 ---
1290 GAMCO Small/Mid Cap Value T TNVCX 4.06 8.47 -6.93 -9.54 13.54 ---
1290 GAMCO Small/Mid Cap Value I TNVIX 4.07 8.38 -7.00 -9.55 13.52 ---
1290 GAMCO Small/Mid Cap Value R TNVRX 3.99 8.42 -7.11 -10.01 12.96 ---
Timothy Plan Small Cap Value A TPLNX 3.83 7.56 -9.94 -11.34 12.55 4.88
Timothy Plan Small Cap Value I TPVIX 3.91 7.59 -9.86 -11.07 12.84 5.15
TIAA-CREF Small-Cap Blend Idx Retire TRBIX 3.27 7.92 -8.56 -6.39 14.52 5.80
Crossmark Steward Sm-Md Cp Enh Idx A TRDFX 3.58 8.13 -8.02 -7.94 14.00 6.03
TIAA-CREF Small-Cap Blend Idx Advisor TRHBX 3.29 7.91 -8.52 -6.26 14.68 ---
Transamerica Small Cap Value R TRSLX 5.03 10.01 -7.71 -13.38 --- ---
Touchstone Small Cap A TSFAX 3.85 5.88 -7.58 -9.05 7.54 0.45
Touchstone Small Cap C TSFCX 3.72 5.80 -7.82 -9.73 6.72 -0.30
Touchstone Small Cap Institutional TSFIX 3.79 5.80 -7.51 -8.74 7.88 0.79
Touchstone Small Cap Y TSFYX 3.78 5.88 -7.55 -8.83 7.81 0.71
Transamerica Small Cap Value A TSLAX 5.05 10.00 -7.68 -13.24 8.21 0.57
Transamerica Small Cap Value C TSLCX 4.98 9.99 -7.82 -13.89 7.41 -0.16
Transamerica Small Cap Value R4 TSLFX 5.04 10.02 -7.84 -13.27 8.40 2.84
Transamerica Small Cap Value I TSLIX 5.11 10.05 -7.52 -12.90 8.53 0.87
Transamerica Small Cap Value R6 TSLRX 5.08 9.99 -7.65 -13.07 --- ---
Transamerica Small Cap Value I3 TSLTX 5.01 9.91 -7.83 -13.10 8.57 2.94
Transamerica Small Cap Value T1 TSLWX 5.14 9.98 -7.66 -13.21 --- ---
TIAA-CREF Quant Sm/Md-Cp Eq Retail TSMEX 3.08 7.21 -7.79 -3.41 --- ---
TIAA-CREF Quant Sm/Md-Cp Eq Premier TSMMX 3.07 7.19 -7.66 -3.21 --- ---
TIAA-CREF Quant Sm/Md-Cp Eq Advisor TSMNX 3.07 7.18 -7.66 -2.91 --- ---
TIAA-CREF Quant Sm/Md-Cp Eq Retirement TSMOX 3.08 7.21 -7.74 -3.36 --- ---
TIAA-CREF Quant Sm/Md-Cp Eq W TSMUX 3.17 7.29 -7.51 --- --- ---
TIAA-CREF Quant Sm/Md-Cp Eq Instl TSMWX 3.17 7.29 -7.65 -3.06 --- ---
Timothy Plan Small Cap Value C TSVCX 3.78 7.53 -10.14 -12.05 11.71 4.10
Third Avenue Small Cap Value Investor TVSVX 5.27 7.92 -6.70 -8.41 12.38 4.56
USAA Small Cap Stock Institutional UISCX 3.12 7.37 -8.43 -5.86 12.42 4.19
Pear Tree Polaris Small Cap Ord USBNX 2.73 6.24 -8.80 -6.49 11.05 2.87
USAA Small Cap Stock USCAX 3.08 7.30 -8.51 -6.03 12.25 4.03
VALIC Company I Small Cap Index VCSLX 3.23 7.91 -8.62 -6.54 14.38 5.68
Vanguard Explorer Value Inv VEVFX 4.04 7.37 -8.94 -8.80 12.54 5.46
Private Capital Management Value A VFPAX 7.74 10.23 -6.61 -2.97 12.01 4.90
Private Capital Management Value I VFPIX 7.75 10.19 -6.57 -2.77 12.27 5.15
VY® JPMorgan Small Cap Core Equity R6 VPRSX 2.95 7.52 -8.19 -6.15 --- ---
Voya Small Company P3 VPSCX 3.59 7.55 -7.83 --- --- ---
Voya Russell Small Cap Index P2 VRSPX 3.30 7.96 -8.50 -6.22 --- ---
Vanguard Russell 2000 Index I VRTIX 3.26 7.91 -8.53 -6.20 14.70 5.94
Vanguard Small Cap Index I VSCIX 3.25 7.72 -7.02 -4.52 14.46 6.63
Natixis Vaughan Nelson Small Cap Value N VSCNX 2.77 7.26 -7.77 -10.66 --- ---
Vanguard Small Cap Index InstlPlus VSCPX 3.26 7.71 -7.02 -4.52 14.47 6.65
JPMorgan Small Cap Equity A VSEAX 1.94 6.24 -8.18 -5.57 14.00 7.25
JPMorgan Small Cap Equity I VSEIX 1.97 6.24 -8.12 -5.35 14.32 7.56
JPMorgan Small Cap Equity R6 VSENX 2.00 6.25 -8.06 -5.10 --- ---
Vanguard Small Cap Index Adm VSMAX 3.25 7.70 -7.03 -4.54 14.44 6.62
Voya Small Company R VSMRX 3.51 7.49 -8.03 -12.15 --- ---
Vanguard S&P Small-Cap 600 Index I VSMSX 3.42 7.38 -8.65 -4.25 15.85 7.92
Voya Small Company Port R6 VSPRX 3.49 7.43 -7.99 -11.92 11.68 ---
JPMorgan Small Cap Core A VSSBX 4.04 8.83 -8.31 -7.49 --- ---
JPMorgan Small Cap Core R5 VSSCX 4.07 8.84 -8.22 -7.09 15.01 6.58
JPMorgan Small Cap Core R6 VSSLX 4.10 8.86 -8.19 -7.02 --- ---
JPMorgan Small Cap Core C VSSRX 4.00 8.82 -8.41 -7.94 --- ---
JPMorgan Small Cap Core I VSSWX 4.07 8.87 -8.25 -7.26 --- ---
Vanguard Strategic Small-Cap Equity Inv VSTCX 3.13 7.85 -10.24 -7.37 11.96 6.01
Vanguard Tax-Managed Small Cap Adm VTMSX 3.41 7.31 -8.68 -4.41 15.41 7.83
Vanguard Tax-Managed Small Cap I VTSIX 3.41 7.31 -8.67 -4.37 15.45 7.87
Vulcan Value Partners Small Cap VVPSX 4.52 6.95 -3.58 -9.00 10.04 3.45
William Blair Small Cap Value N WBVDX 2.92 7.85 -8.52 -10.67 10.93 4.05
TETON Westwood Mighty Mites I WEIMX 3.70 6.52 -5.90 -9.45 12.49 4.41
TETON Westwood Mighty Mites AAA WEMMX 3.67 6.52 -5.98 -9.67 12.20 4.15
TETON Westwood SmallCap Equity AAA WESCX 4.92 8.23 -8.16 -10.33 16.69 6.12
Wells Fargo Factor Enhanced Small Cp WFESX 3.11 7.66 -7.53 -4.11 --- ---
Wells Fargo Intrinsic Small Cap Val Adm WFSDX 5.14 9.14 -8.53 -11.44 11.98 4.89
Wells Fargo Intrinsic Small Cap Val A WFSMX 5.13 9.13 -8.58 -11.56 11.83 4.71
Wells Fargo Intrinsic Small Cap Val Inst WFSSX 5.18 9.16 -8.48 -11.25 12.23 5.10
Wells Fargo Small Cap Value Inst WFSVX 4.58 8.20 -9.74 -15.60 14.66 4.03
Westwood SmallCap Institutional WHGSX 3.75 7.59 -9.79 -9.74 14.62 6.21
Wasatch Small Cap Value Institutional WICVX 3.96 8.28 -4.64 -4.06 16.75 8.81
Wasatch Small Cap Value WMCVX 3.98 8.18 -4.79 -4.21 16.54 8.67
TETON Westwood Mighty Mites A WMMAX 3.61 6.48 -6.03 -9.93 11.91 3.88
TETON Westwood Mighty Mites C WMMCX 3.60 6.47 -6.15 -10.34 11.36 3.37
WP Smaller Companies Income Plus Instl WPSMX 6.14 17.62 -12.16 -6.69 7.87 ---
Wells Fargo Intrinsic Small Cap Val C WSCDX 5.10 9.12 -8.70 -12.20 11.00 3.93
William Blair Small-Mid Cap Value I WSMIX 1.75 6.93 -9.02 -10.65 10.05 4.35
Wilshire Small Company Value Instl WSMVX 3.11 6.85 -9.93 -13.38 10.75 4.67
Wellington Shields Small-Cap Instl WSSSX 2.67 5.05 -8.49 -8.23 7.07 -1.72
Segall Bryant & Hamill Micro Cap Retail WTMIX 4.10 8.32 -9.25 -7.81 11.31 3.91
WV Concentrated Equities A WVCAX 4.14 7.33 -4.78 -7.63 --- ---
WV Concentrated Equities I WVCIX 4.13 7.31 -4.74 -7.59 --- ---
TETON Westwood SmallCap Equity A WWSAX 4.87 8.22 -8.22 -10.57 16.40 5.85
TETON Westwood SmallCap Equity C WWSCX 4.83 8.21 -8.29 -11.00 15.83 5.34
TETON Westwood SmallCap Equity I WWSIX 4.97 8.28 -8.09 -10.10 16.98 6.40
Russell 2500 TR USD XIUSA000KZ 3.03 7.35 -7.40 -5.66 13.99 6.48
Russell 2000 Equal Weighted TR USD XIUSA000L4 --- --- --- --- --- ---
Russell 3000 Equal Weighted TR USD XIUSA000L5 --- --- --- --- --- ---
Russell Small Cap Complete TR USD XIUSA000L7 3.18 7.45 -6.76 -4.89 14.68 6.67
Russell 2000 TR USD XIUSA000O5 3.26 7.91 -8.54 -6.29 14.59 5.83
Russell 2500 PR USD XIUSA04FMV 2.86 7.32 -7.81 -7.09 12.24 4.90
Russell Small Cap Complete PR USD XIUSA04G82 3.01 7.42 -7.14 -6.24 13.02 5.16
Russell Micro Cap TR USD XIUSA04GCN 3.60 8.66 -10.27 -7.83 13.75 4.18
Yorktown Small-Cap A YOVAX 2.56 5.25 -10.04 -5.93 --- ---
Yorktown Small-Cap Institutional YOVIX 2.53 5.22 -10.07 -5.83 --- ---
Yorktown Small-Cap L YOVLX 2.46 5.15 -10.28 -6.77 --- ---
Zacks Small-Cap Core Inv ZSCCX 0.57 4.14 -11.75 -11.13 11.26 5.41
Zacks Small-Cap Core Institutional ZSCIX 0.56 4.17 -11.72 -10.93 11.57 ---
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