Small Blend: Total Returns

Data through 10/13/2017. 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 5.34 9.25 5.20 22.59 12.16 13.34
Ancora/Thelen Small-Mid Cap I AATIX 3.58 15.38 5.61 25.08 11.90 ---
Ancora/Thelen Small-Mid Cap S AATSX 3.64 15.68 5.69 25.46 --- ---
American Century NT Small Company G ACLOX 6.47 9.67 5.24 23.35 11.98 14.30
AMG Managers Silvercrest Small Cap I ACRTX 5.66 6.71 4.57 22.35 15.00 14.96
AMG Managers Silvercrest Small Cap Z ACZTX --- --- --- --- --- ---
Advisory Research Small Company Opps ADVSX 5.98 4.29 6.44 16.42 10.20 ---
Voya Small Company A AESAX 4.97 7.76 3.87 20.96 14.40 14.52
Voya Small Company I AESGX 4.98 7.98 3.92 21.37 14.76 14.87
Acuitas US Microcap Institutional AFMCX 6.40 9.73 7.40 24.80 15.78 ---
Affinity Small Cap A AISOX 6.22 13.48 7.82 23.99 --- ---
Affinity Small Cap C AISPX 6.11 12.91 7.63 23.14 --- ---
Affinity Small Cap I AISQX 6.28 13.74 7.97 24.46 --- ---
Alambic Small Cap Growth Plus ALGSX 5.73 13.99 5.32 25.34 --- ---
AlphaOne Small Cap Opportunities Inv AOMAX 6.11 8.67 6.27 30.94 17.17 15.01
AlphaOne Small Cap Opportunities Instl AOMCX 6.17 8.78 6.33 31.18 17.42 15.23
AMG River Road Small-Mid Cap Value I ARIMX 2.39 14.88 3.88 28.60 16.01 13.74
AMG River Road Small Cap Value I ARSIX 4.93 10.20 3.90 25.34 15.05 13.54
AMG River Road Small-Mid Cap Value N ARSMX 2.43 14.56 3.82 28.36 15.71 13.47
Nuveen Small Cap Select I ARSTX 5.12 7.89 4.52 20.41 14.67 13.24
AMG River Road Small Cap Value N ARSVX 4.85 9.96 3.82 24.99 14.72 13.24
AMG River Road Small-Mid Cap Value Z ARSZX --- --- --- --- --- ---
AMG River Road Small Cap Value Z ARZMX --- --- --- --- --- ---
Voya Small Company C ASCCX 4.87 7.04 3.61 19.99 13.52 13.66
American Century Small Company I ASCQX 6.37 9.41 5.05 23.22 11.74 14.22
American Century Small Company R ASCRX 6.37 8.93 4.91 22.37 10.99 13.44
AMG Managers Silvercrest Small Cap N ASCTX 5.65 6.54 4.55 22.01 14.72 14.67
Nuveen Small Cap Select R3 ASEIX 5.16 7.57 4.45 19.90 14.13 12.69
361 US Small Cap Equity Inv ASFQX 5.32 12.90 7.42 --- --- ---
361 US Small Cap Equity Y ASFWX 5.30 13.30 7.60 --- --- ---
361 US Small Cap Equity I ASFZX 5.30 13.20 7.50 --- --- ---
American Century Small Company A ASQAX 6.39 9.06 4.89 22.67 11.22 13.71
American Century Small Company C ASQCX 6.25 8.45 4.70 21.70 10.41 12.88
American Century Small Company R5 ASQGX 6.38 --- 4.99 --- --- ---
American Century Small Company Inv ASQIX 6.39 9.29 4.99 22.99 11.51 13.99
Invesco Select Companies A ATIAX 2.61 11.88 0.70 24.60 8.04 9.99
Invesco Select Companies B ATIBX 2.54 11.20 0.52 23.64 7.22 9.16
Invesco Select Companies C ATICX 2.54 11.23 0.52 23.69 7.23 9.18
Invesco Select Companies R5 ATIIX 2.64 12.18 0.80 25.06 8.40 10.35
Invesco Select Companies R ATIRX 2.62 11.69 0.68 24.34 7.77 9.72
Invesco Select Companies R6 ATISX 2.64 --- 0.80 --- --- ---
Invesco Select Companies Y ATIYX 2.65 12.08 0.79 24.98 8.30 10.27
Auer Growth AUERX 7.89 21.95 11.10 34.95 4.57 8.87
AllianzGI Small-Cap Blend A AZBAX 4.94 18.59 8.28 31.36 15.18 ---
AllianzGI Small-Cap Blend C AZBCX 4.92 17.86 8.06 30.41 14.33 ---
AllianzGI Small-Cap Blend Institutional AZBIX 5.03 18.92 8.38 31.90 15.59 ---
AllianzGI Small-Cap Blend P AZBPX 5.01 18.78 8.37 31.72 15.47 ---
American Beacon Zebra Small Cap Eq A AZSAX 7.48 9.57 7.08 28.05 14.66 15.34
American Beacon Zebra Small Cap Eq C AZSCX 7.34 8.87 6.80 27.01 13.78 14.47
American Beacon Zebra Small Cap Eq Inst AZSIX 7.50 9.88 7.17 28.50 15.10 15.83
American Beacon Zebra Small Cap Eq Inv AZSPX 7.42 9.53 7.03 27.99 14.66 15.39
American Beacon Zebra Small Cap Eq Y AZSYX 7.50 9.80 7.18 28.39 15.00 15.72
Brown Advisory Sm-Cp Fundamental Val Adv BAUAX 6.02 8.40 5.28 23.14 11.42 13.92
Brown Advisory Small-Cap Fdmtl Val Instl BAUUX 6.02 8.75 5.40 23.59 11.85 ---
BMO Small-Cap Core A BCCAX 6.40 10.43 6.88 26.69 16.46 ---
iShares Russell 2000 Small-Cap Idx K BDBKX 5.46 11.93 5.80 25.34 14.36 14.43
BlackRock Advantage Small Cap Core Inv A BDSAX 6.07 9.60 5.19 24.58 14.13 ---
BlackRock Advantage Small Cap Core Inv C BDSCX 5.93 8.99 5.02 23.58 13.26 ---
BlackRock Advantage Small Cap Core Instl BDSIX 6.05 9.82 5.32 24.87 14.40 ---
BlackRock Advantage Small Cap Core K BDSKX 6.13 9.91 5.33 24.99 --- ---
Berwyn BERWX 7.37 7.68 7.96 26.25 8.86 10.63
Brown Advisory Sm-Cp Fundamental Val Inv BIAUX 6.03 8.64 5.37 23.41 11.70 14.21
Baird Small/Mid Cap Value Institutional BMVIX 4.87 17.20 10.95 24.38 --- ---
Baird Small/Mid Cap Value Investor BMVSX 4.80 16.93 10.89 23.91 --- ---
Bogle Investment Mgmt Sm Cp Gr Instl BOGIX 6.64 16.07 8.97 25.84 12.66 15.28
Dreyfus/The Boston Company Sm Cp Val C BOSCX 4.92 4.52 2.93 19.62 --- ---
Dreyfus/The Boston Company Sm Cp Val Y BOSYX 5.07 5.64 3.27 21.09 --- ---
MFS® Blended Research Small Cap Eq B BRSBX 4.37 10.45 4.88 21.56 --- ---
MFS® Blended Research Small Cap Eq A BRSDX 4.40 11.16 5.07 22.56 --- ---
MFS® Blended Research Small Cap Eq C BRSHX 4.37 10.54 4.88 21.56 --- ---
Bridgeway Ultra-Small Company Market BRSIX 6.93 10.85 7.36 23.45 11.60 14.50
MFS® Blended Research Small Cap Eq I BRSJX 4.47 11.39 5.14 22.76 --- ---
MFS® Blended Research Small Cap Eq 529A BRSNX 4.49 11.07 5.08 22.49 --- ---
MFS® Blended Research Small Cap Eq R1 BRSPX 4.37 10.45 4.79 21.56 --- ---
MFS® Blended Research Small Cap Eq 529B BRSQX 4.37 10.45 4.88 21.56 --- ---
MFS® Blended Research Small Cap Eq R2 BRSSX 4.41 10.90 5.00 22.23 --- ---
MFS® Blended Research Small Cap Eq R3 BRSTX 4.48 11.14 5.06 22.55 --- ---
MFS® Blended Research Small Cap Eq R4 BRSUX 4.47 11.39 5.14 22.75 --- ---
MFS® Blended Research Small Cap Eq 529C BRSWX 4.37 10.45 4.88 21.58 --- ---
MFS® Blended Research Small Cap Eq R6 BRSYX 4.55 11.48 5.22 22.88 --- ---
BMO Small-Cap Core I BSCNX 6.44 10.62 6.99 26.97 16.75 ---
Bernzott US Small Cap Value BSCVX 4.41 22.91 11.02 31.93 13.03 13.65
iShares Russell Small/Mid-Cap Idx Inv A BSMAX 4.33 11.89 5.03 21.85 --- ---
iShares Russell Small/Mid-Cap Idx Instl BSMIX 4.38 12.15 5.05 22.18 --- ---
iShares Russell Small/Mid-Cap Idx K BSMKX 4.39 12.18 5.16 22.23 --- ---
William Blair Small-Mid Cap Value N BSMNX 4.59 5.09 4.59 16.61 11.81 13.02
Baird SmallCap Value Institutional BSVIX 6.27 14.30 11.59 23.78 11.85 12.48
Baird SmallCap Value Investor BSVSX 6.22 14.11 11.48 23.53 11.57 12.20
Broadview Opportunity BVAOX 3.92 5.01 1.73 13.44 8.49 12.47
William Blair Small Cap Value I BVDIX 5.76 6.48 6.84 22.34 13.14 14.41
Cambiar Small Cap Inv CAMSX 4.66 0.73 4.43 13.64 5.69 9.46
Cambiar Small Cap Instl CAMZX 4.65 0.87 4.43 13.87 5.94 9.72
Cardinal Small Cap Value Institutional CCMSX 4.90 9.74 5.85 22.31 13.81 ---
Calvert Small Cap A CCVAX 3.93 8.45 3.35 23.71 13.78 14.59
Crawford Dividend Opportunity C CDOCX 6.25 10.31 5.88 25.20 --- ---
Crawford Dividend Opportunity CDOFX 6.37 11.21 6.18 26.48 15.41 15.68
Columbia Disciplined Small Core R4 CFFRX 5.75 4.55 3.80 17.58 7.82 ---
Columbia Small Cap Index K CIDUX 6.13 9.22 5.82 24.32 15.30 15.64
Convergence Opportunities Institutional CIPOX 6.47 10.80 8.42 26.39 13.65 ---
Cortina Small Cap Value Investor CISVX 4.76 6.85 4.09 20.63 8.46 ---
Columbia Disciplined Small Core R5 CLLRX 5.82 4.73 3.87 17.82 8.00 ---
Capital Management Small Cap Instl CMSSX 5.66 1.93 2.63 9.83 4.33 7.51
Capital Management Small Cap Inv CMSVX 5.69 1.76 2.60 9.50 3.99 7.15
Columbia Disciplined Small Core Y CPFRX 5.86 4.68 3.94 17.74 8.03 ---
CRM Small Cap Value Instl CRISX 5.75 11.18 7.87 26.90 15.49 15.24
CRM Small Cap Value Inv CRMSX 5.74 10.97 7.85 26.65 15.24 14.97
Cortina Small Cap Value Institutional CRSVX 4.83 7.07 4.16 20.98 8.75 11.45
Cove Street Capital Small Cap Val Instl CSCAX 2.25 3.53 1.03 10.93 7.64 10.70
Calvert Small Cap C CSCCX 3.83 7.76 3.13 22.75 12.91 13.70
Columbia Disciplined Small Core T CSCWX 5.76 4.41 3.81 17.32 7.55 10.21
Calvert Small Cap Y CSCYX 3.93 8.71 3.43 24.11 14.12 ---
Columbia Small Cap Index T CSMWX 6.12 9.20 5.81 24.34 15.31 ---
Columbia Select Smaller-Cap Value R4 CSPRX 4.40 10.90 5.02 21.24 11.44 ---
Columbia Small Cap Index Y CSPYX 6.17 --- 5.90 --- --- ---
Columbia Select Smaller-Cap Value Y CSSYX 4.42 11.00 5.07 21.45 11.60 ---
Columbia Select Smaller-Cap Value Z CSSZX 4.42 10.90 5.05 21.28 11.45 14.70
Calvert Small Cap I CSVIX 3.93 8.82 3.47 24.28 14.31 15.22
Catalyst Small Cap Insider Buying A CTVAX 5.88 7.92 4.42 21.70 0.01 7.35
Catalyst Small Cap Insider Buying C CTVCX 5.85 7.34 4.25 20.78 -0.73 6.55
Catalyst Small Cap Insider Buying I CTVIX 5.92 8.11 4.47 22.04 0.27 7.62
Chartwell Small Cap Value CWSIX 6.63 4.83 5.50 21.94 11.63 13.75
Columbia Small Cap Index R5 CXXRX 6.16 9.40 5.90 24.64 15.58 ---
Delaware Small Cap Core A DCCAX 5.93 11.80 6.02 27.01 14.15 15.86
Delaware Small Cap Core C DCCCX 5.86 11.14 5.81 26.04 13.30 15.00
Delaware Small Cap Core I DCCIX 5.93 12.01 6.06 27.32 14.45 16.15
Delaware Small Cap Core R DCCRX 5.88 11.61 5.92 26.67 13.88 15.58
Delaware Small Cap Core R6 DCZRX 5.97 12.14 6.10 27.53 --- ---
DFA US Micro Cap I DFSCX 7.14 9.12 6.99 26.81 14.80 15.49
DFA US Small Cap I DFSTX 5.73 8.10 5.36 23.14 14.03 14.92
DFA Tax-Managed US Small Cap DFTSX 6.18 8.51 5.93 24.20 14.16 15.10
DGHM MicroCap Value Institutional DGMIX 7.61 16.86 9.44 33.79 --- ---
DGHM MicroCap Value Investor DGMMX 7.61 16.67 9.36 33.40 --- ---
Dreyfus Small Cap Stock Index I DISIX 6.15 9.05 5.81 24.26 --- ---
Dreyfus Small Cap Stock Index Inv DISSX 6.12 8.84 5.75 24.00 15.27 15.69
MassMutual Premier Small Cap Opps A DLBMX 3.98 11.86 4.25 25.11 13.21 15.32
Dreyfus Select Managers Small Cap Val C DMECX 5.80 9.54 6.23 25.03 10.87 12.29
Dreyfus Select Managers Small Cap Val A DMVAX 5.88 10.19 6.45 25.96 11.69 13.10
Dreyfus Select Managers Small Cap Val I DMVIX 5.91 10.47 6.51 26.33 12.03 13.49
Dreyfus Select Managers Small Cap Val Y DMVYX 5.95 10.52 6.56 26.39 12.07 ---
Dana Small Cap Equity Investor DSCEX 5.24 7.66 4.85 18.41 --- ---
Dana Small Cap Equity Institutional DSCIX 5.22 7.83 4.93 18.63 --- ---
Davenport Small Cap Focus DSCPX 5.08 14.64 7.33 27.25 --- ---
Wilshire Small Company Value Invmt DTSVX 6.82 6.15 6.37 21.71 13.57 15.02
Emerald Small Cap Value A ELASX 7.80 10.63 7.80 30.07 --- ---
Emerald Small Cap Value C ELCSX 7.78 10.09 7.65 29.16 --- ---
Empiric 2500 A EMCAX 5.05 14.93 4.34 22.49 7.45 10.74
Empiric 2500 C EMCCX 4.99 14.26 4.15 21.57 6.64 9.90
Nuveen Small Cap Select A EMGRX 5.04 7.69 4.39 20.10 14.39 12.95
FAM Small Cap Institutional FAMDX 4.93 2.81 2.81 15.96 --- ---
FAM Small Cap Investor FAMFX 4.94 2.70 2.76 15.79 11.66 13.92
Fidelity® Event Driven Opportunities FARNX 1.54 14.19 2.40 30.22 16.53 ---
Fidelity Advisor® Event Driven Opps C FATJX 1.47 12.70 2.07 27.82 14.95 ---
Fidelity Advisor® Stock Selector Sm Cp A FCDAX 5.15 8.66 6.03 18.87 12.63 12.22
Fidelity Advisor® Stock Selector Sm Cp C FCDCX 5.08 8.00 5.81 17.89 11.70 11.32
Fidelity Advisor® Stock Selector Sm Cp I FCDIX 5.19 8.95 6.12 19.27 12.97 12.55
Fidelity Advisor® Stock Selector Sm Cp M FCDTX 5.16 8.41 5.97 18.48 12.25 11.86
Fidelity Advisor® Event Driven Opps A FCHSX 1.52 13.38 2.26 28.76 15.81 ---
Fidelity® Small Cap Enhanced Index FCPEX 5.97 5.28 3.63 20.83 13.57 14.33
Fidelity® Flex Small Cap FCUTX 5.43 --- 5.96 --- --- ---
Fidelity® Stock Selector Small Cap FDSCX 5.16 8.94 6.10 19.25 12.94 12.52
Federated Equity Advantage A FEKAX 3.11 11.21 3.98 18.69 --- ---
Federated Equity Advantage IS FEKIX 3.18 11.45 4.13 18.93 --- ---
Nuveen Small Cap Select C FHMCX 5.04 7.10 4.26 19.29 13.52 12.11
First Investors Special Situations B FISBX 4.66 12.15 4.29 23.49 11.95 12.36
First Investors Special Situations A FISSX 4.72 12.83 4.52 24.47 12.85 13.25
First Investors Special Situations Adv FISTX 4.75 13.10 4.61 24.85 13.20 ---
First Investors Special Situations Instl FISUX 4.75 13.21 4.61 24.98 13.35 ---
Fidelity® Series Small Cap Discovery FJACX 5.54 5.92 2.78 19.29 11.70 ---
Fidelity Advisor® Event Driven Opps M FJPDX 1.53 13.08 2.12 28.41 15.51 ---
Fidelity® Small Cap Stock K6 FKICX 4.83 --- 4.52 --- --- ---
Fidelity® Flex Small Cap Index FLXSX 5.49 --- 5.89 --- --- ---
Fidelity Advisor® Event Driven Opps I FMRMX 1.51 13.49 2.25 29.00 16.09 ---
FMC Strategic Value FMSVX 2.72 2.50 1.24 9.57 -0.28 3.77
Frontier Netols Small Cap Value Instl FNSVX 5.96 6.52 5.08 21.01 10.40 12.39
Frontier Netols Small Cap Value Y FNSYX 6.01 6.73 5.08 21.25 10.44 12.18
Tributary Small Company Instl Plus FOSBX 5.93 6.32 2.47 19.53 14.12 14.45
Tributary Small Company Instl FOSCX 5.92 6.11 2.41 19.24 13.89 14.20
Frontier Phocas Small Cap Value Instl FPSVX 5.94 5.81 5.30 21.57 12.31 15.03
Frontier Phocas Small Cap Value Service FPVSX 5.89 5.65 5.31 21.37 --- ---
Fidelity Advisor® Small Cap A FSCDX 5.50 11.46 5.70 21.02 9.85 13.18
Fidelity Advisor® Small Cap C FSCEX 5.42 10.78 5.47 20.13 9.02 12.33
Fidelity Advisor® Small Cap I FSCIX 5.52 11.70 5.77 21.37 10.15 13.50
Fidelity® Small Cap Discovery FSCRX 4.92 5.19 2.27 18.17 11.25 13.58
Fidelity Advisor® Small Cap M FSCTX 5.49 11.29 5.66 20.79 9.61 12.93
Fidelity® Small Cap Stock FSLCX 4.80 8.76 4.53 19.75 12.53 12.44
Fidelity® Series Small Cap Opps FSOPX 5.17 9.15 6.19 19.54 12.51 12.02
Fidelity Advisor® Series Small Cap FSSFX 5.59 11.95 6.04 21.88 10.29 ---
Fidelity® Small Cap Index Instl Prem FSSNX 5.44 12.03 5.77 25.51 14.57 14.62
Fidelity® Small Cap Index Investor FSSPX 5.45 11.91 5.78 25.36 14.40 14.40
Fidelity® Small Cap Index Institutional FSSSX 5.44 12.02 5.77 25.48 14.54 14.59
Fidelity® Small Cap Index Premium FSSVX 5.50 12.01 5.77 25.47 14.55 14.57
Fidelity Advisor® Stock Selector Sm Cp Z FSSZX 5.18 --- 6.16 --- --- ---
Fuller & Thaler Behav Sm-Cp Eq R6 FTHFX 6.66 14.96 7.64 32.02 17.43 17.18
Fuller & Thaler Behav Sm-Cp Eq Inv FTHNX 6.62 14.77 7.57 31.68 17.08 16.83
Fuller & Thaler Behav Sm-Cp Eq Inst FTHSX 6.66 14.87 7.65 31.89 17.24 17.02
Fidelity Advisor® Small Cap Z FZAOX 5.56 11.83 5.81 21.55 10.32 ---
Gabelli Small Cap Growth AAA GABSX 5.00 15.05 7.72 25.58 13.34 14.21
Gabelli Small Cap Growth I GACIX 5.02 15.26 7.78 25.89 13.63 14.49
Gabelli Small Cap Growth T GATIX 4.99 --- 7.68 --- --- ---
Gabelli Small Cap Growth A GCASX 5.01 15.04 7.70 25.57 13.34 14.20
Gabelli Small Cap Growth C GCCSX 4.94 14.38 7.49 24.63 12.50 13.35
Goldman Sachs Small Cap Eq Insghts A GCSAX 6.70 9.45 6.93 23.47 14.98 13.76
Goldman Sachs Small Cap Eq Insghts C GCSCX 6.60 8.76 6.71 22.53 14.13 12.92
Goldman Sachs Small Cap Eq Insghts Instl GCSIX 6.70 9.76 7.01 23.95 15.46 14.23
Goldman Sachs Small Cap Eq Insghts Svc GCSSX 6.67 9.30 6.85 23.28 14.87 13.66
Goldman Sachs Small Cap Eq Insghts R6 GCSUX 6.71 9.77 6.97 23.91 --- ---
Goldman Sachs Small Cap Eq Insghts R GDSRX 6.65 9.21 6.84 23.10 14.70 13.48
Goldman Sachs Small Cap Eq Insghts Inv GDSTX 6.70 9.66 6.98 23.73 15.28 14.05
Gator Focus Investor GFFAX 3.21 9.35 5.27 21.52 1.55 ---
Gator Focus Institutional GFFIX 3.27 9.57 5.42 21.87 1.81 ---
GuideMark® Small/Mid Cap Core Instl GISMX 0.00 5.18 -0.89 15.76 9.76 12.78
Great Lakes Small Cap Opportunity Inv GLSCX 4.77 2.81 2.63 13.82 8.13 12.53
Great Lakes Small Cap Opportunity Instl GLSIX 4.75 2.94 2.64 14.11 8.39 12.80
Nationwide Small Cap Index A GMRAX 5.47 11.38 5.64 24.67 13.81 13.89
Nationwide Small Cap Index C GMRCX 5.37 10.78 5.44 23.80 13.03 13.12
Nationwide Small Cap Index R6 GMRIX 5.45 11.74 5.73 25.13 14.25 14.34
GuideMark® Small/Mid Cap Core Service GMSMX 4.54 10.39 4.37 21.30 11.04 13.28
Nationwide Small Cap Index R GMSRX 5.39 11.19 5.53 24.39 13.63 13.74
GuideStone Funds Small Cap Equity Instl GSCYX 6.49 9.58 5.84 21.89 11.36 12.45
GuideStone Funds Small Cap Equity Inv GSCZX 6.49 9.34 5.79 21.54 11.08 12.17
Goldman Sachs Small Cap Value R GSQRX 5.80 8.16 5.78 22.46 12.29 14.10
Goldman Sachs Small Cap Value Inv GSQTX 5.85 8.58 5.92 23.07 12.85 14.68
Goldman Sachs Small Cap Value C GSSCX 5.76 7.74 5.64 21.85 11.73 13.53
Goldman Sachs Small Cap Value Instl GSSIX 5.85 8.73 5.96 23.27 13.02 14.85
Goldman Sachs Small Cap Value A GSSMX 5.81 8.38 5.85 22.76 12.57 14.39
Goldman Sachs Small Cap Value Svc GSSSX 5.80 8.28 5.82 22.65 12.45 14.27
Goldman Sachs Small Cap Value R6 GSSUX 5.85 8.75 5.96 23.29 --- ---
Glenmede Small Cap Equity Adv GTCSX 4.82 10.09 3.15 23.10 13.48 14.81
Glenmede Small Cap Equity Instl GTSCX 4.81 10.24 3.18 23.33 13.70 15.04
Harbor Small Cap Value Instl HASCX 6.12 16.69 7.02 30.72 16.49 16.79
Hodges Small Cap Retail HDPSX 2.96 -0.34 3.59 12.98 5.69 10.85
Hodges Small Cap Institutional HDSIX 3.02 -0.14 3.68 13.32 6.00 11.18
Hodges Small Intrinsic Value Retail HDSVX 4.64 4.64 4.56 19.97 12.42 ---
Hancock Horizon Burkenroad Sm Cp Inv HHBUX 5.81 5.16 4.95 18.37 10.74 12.42
Hancock Horizon US Small Cap C HHSCX 5.89 1.83 4.86 12.10 11.84 ---
Hancock Horizon Burkenroad Sm Cp Instl HIBUX 5.78 5.30 4.97 18.61 --- ---
Harbor Small Cap Value Investor HISVX 6.12 16.40 6.97 30.27 16.08 16.37
Hartford Small/Mid Cap Equity HLS IA HMCSX 4.57 10.01 5.41 20.51 11.23 12.79
Hartford Small/Mid Cap Equity HLS IB HMCVX 4.47 9.64 5.29 20.17 10.96 12.51
Hancock Horizon Microcap Inv HMIAX 7.80 9.94 6.61 22.45 --- ---
Hancock Horizon Microcap C HMICX 7.71 9.25 6.38 21.55 --- ---
Hancock Horizon Microcap Instl HMIIX 7.82 10.15 6.70 22.81 --- ---
Harbor Small Cap Value Retirement HNVRX 6.15 16.79 7.08 30.86 --- ---
Hancock Horizon US Small Cap Inv HSCAX 5.93 2.40 5.04 12.94 12.71 ---
Hancock Horizon US Small Cap Instl HSCIX 5.96 2.56 5.08 13.16 12.96 ---
Homestead Small Company Stock HSCSX 5.90 6.90 5.49 24.01 12.12 13.80
Hartford Small Cap Core I HSEIX 4.82 8.19 4.90 20.33 --- ---
Hartford Small Cap Core A HSMAX 4.83 7.87 4.75 19.99 10.26 11.85
Hartford Small Cap Core B HSMBX --- --- --- --- --- ---
Hartford Small Cap Core F HSMFX 4.81 --- 4.89 --- --- ---
Hartford Small Cap Core R3 HSMRX 4.84 7.73 4.77 19.76 10.04 11.63
Hartford Small Cap Core R4 HSMSX 4.88 7.98 4.81 20.10 10.37 11.98
Hartford Small Cap Core R5 HSMTX 4.88 8.22 4.88 20.52 10.68 12.30
Hartford Small Cap Core Y HSMYX 4.79 8.28 4.87 20.48 10.74 12.32
Rational Defensive Growth A HSUAX 4.68 8.30 5.74 15.79 5.52 7.42
Rational Defensive Growth C HSUCX 4.64 8.12 5.78 15.43 5.03 ---
Rational Defensive Growth Instl HSUTX 4.59 8.47 5.94 16.29 5.82 7.71
Harbor Small Cap Value Admin HSVRX 6.12 16.47 6.99 30.42 16.20 16.49
Hartford Small Cap Core C HTSCX 4.79 7.32 4.62 19.20 9.44 11.03
Hancock Horizon Burkenroad Sm Cp D HYBUX 5.75 4.91 4.85 18.03 10.45 12.13
Voya Small Company Port A IASCX 4.96 7.62 3.83 20.85 14.69 14.75
ICM Small Company ICSCX 7.09 10.05 7.03 29.57 16.61 15.65
Voya Russell Small Cap Index Port I IIRSX 5.52 11.57 5.74 24.98 14.09 14.22
VY® JPMorgan Small Cap Core Equity A IJSAX 5.01 11.68 4.89 24.66 14.70 15.02
VY® JPMorgan Small Cap Core Equity I IJSIX 5.08 12.22 5.09 25.48 15.41 15.73
VY® JPMorgan Small Cap Core Equity S IJSSX 5.04 11.99 4.99 25.12 15.11 15.43
VY® JPMorgan Small Cap Core Equity S2 IJSTX 5.04 11.88 4.92 24.93 14.94 15.26
Voya Index Plus SmallCap Port I IPSIX 6.09 7.21 4.06 21.57 14.62 15.73
Voya Index Plus SmallCap Port S IPSSX 6.03 6.95 3.99 21.25 14.33 15.44
Voya Russell Small Cap Index Port S2 IRCIX 5.45 11.15 5.60 24.50 13.62 13.76
Voya Russell Small Cap Index Port A IRSIX 5.41 11.10 5.56 24.32 13.51 13.66
Voya Russell Small Cap Index Port S IRSSX 5.43 11.32 5.65 24.65 13.81 13.95
Voya Small Company O ISCOX 4.91 7.70 3.81 20.91 14.40 14.51
Voya Small Company W ISMWX 5.00 7.94 3.93 21.30 14.69 14.81
Voya Small Company R6 ISMZX 4.98 8.03 3.92 21.42 14.84 ---
Ivy Small Cap Core N ISPVX 4.86 10.29 4.07 21.42 15.13 ---
Voya Small Company Port I IVCSX 5.02 8.05 4.00 21.45 15.27 15.33
Voya Small Company Port S IVPSX 4.99 7.85 3.90 21.12 14.99 15.04
Ivy Small Cap Core I IVVIX 4.85 10.14 4.05 21.21 14.95 14.83
Ivy Small Cap Core T IYCTX 4.90 --- 4.03 --- --- ---
Ivy Small Cap Core A IYSAX 4.79 9.80 3.92 20.76 14.48 14.33
Ivy Small Cap Core B IYSBX 4.72 8.97 3.66 19.62 13.38 13.22
Ivy Small Cap Core C IYSCX 4.74 9.22 3.75 19.95 13.73 13.56
Ivy Small Cap Core R IYSMX 4.76 9.61 3.83 20.53 14.27 ---
Ivy Small Cap Core Y IYSYX 4.84 9.92 3.95 20.90 14.67 14.53
JHancock New Opportunities A JASOX 5.00 8.76 4.03 21.99 --- ---
JHancock New Opportunities C JBSOX 4.93 8.18 3.83 21.16 --- ---
JHancock Small Cap Core I JCCIX 4.69 13.82 3.98 25.60 16.04 ---
JHancock Small Company A JCSAX 4.26 9.37 4.19 24.12 11.23 12.55
JHancock Small Company ADV JCSDX 4.26 9.45 4.19 24.23 11.32 12.66
JHancock Small Company R4 JCSFX 4.28 9.57 4.21 24.39 11.40 12.74
JHancock Small Company R3 JCSHX 4.25 9.19 4.14 23.83 10.93 12.26
JHancock Small Company I JCSIX 4.29 9.65 4.25 24.48 11.56 12.90
JHancock Small Company R1 JCSOX 4.25 9.08 4.10 23.72 10.82 12.15
JHancock Small Company R2 JCSPX 4.26 9.29 4.16 24.01 11.11 12.45
JHancock Small Company R5 JCSVX 4.31 9.70 4.28 24.57 11.60 12.95
JHancock Small Company R6 JCSWX 4.26 9.69 4.26 24.57 11.67 13.03
JPMorgan Small Cap Core R3 JGAUX 5.85 --- --- --- --- ---
JPMorgan Small Cap Core R4 JGREX 5.86 --- --- --- --- ---
JHancock New Opportunities I JHSOX 5.03 9.02 4.09 22.37 --- ---
JHFunds 2 Small Company Value NAV JHSVX 5.51 8.50 6.45 26.18 15.26 13.67
JHancock New Opportunities 1 JISOX 5.03 9.08 4.14 22.46 11.55 13.32
JHFunds 2 Small Company Value 1 JISVX 5.51 8.46 6.45 26.09 15.19 13.61
James Micro Cap JMCRX 10.29 3.32 6.45 17.74 13.43 15.63
JPMorgan Market Expansion Enh Idx R2 JMEZX 4.81 9.47 4.45 22.10 14.13 15.12
JHancock Small Cap Core R6 JORSX 4.77 --- --- --- --- ---
JPMorgan Small Cap Core R2 JRJUX 5.81 --- --- --- --- ---
JHancock New Opportunities R1 JRSOX 5.01 8.69 4.00 21.89 --- ---
JHancock Small Cap Value A JSCAX 6.43 2.05 5.71 18.32 11.77 ---
JHancock Small Cap Value I JSCBX 6.46 2.33 5.84 18.72 12.12 ---
JHancock Small Cap Value R6 JSCCX 6.45 2.38 5.79 18.80 12.26 ---
JHancock Small Cap Value NAV JSCNX 6.46 2.43 5.84 18.83 12.27 13.11
JPMorgan US Small Company I JSCSX 4.85 6.22 4.73 19.21 13.06 14.53
JPMorgan US Small Company R2 JSCZX 4.87 5.81 4.57 18.60 12.50 13.95
JPMorgan Small Cap Equity C JSECX 4.00 10.38 3.47 20.58 13.95 14.28
JPMorgan Small Cap Equity R3 JSEPX 4.04 10.82 3.59 21.25 --- ---
JPMorgan Small Cap Equity R4 JSEQX 4.04 11.02 3.65 21.54 --- ---
JPMorgan Small Cap Equity R5 JSERX 4.06 11.20 3.71 21.76 15.08 15.41
JPMorgan Small Cap Equity R2 JSEZX 4.00 10.57 3.52 20.89 14.23 14.56
JHancock New Opportunities R2 JSSOX 5.00 8.75 4.17 22.06 --- ---
JHancock New Opportunities R3 JTSOX 4.97 8.65 4.00 21.85 --- ---
JPMorgan US Small Company A JTUAX 4.84 6.01 4.61 18.85 12.78 14.23
JPMorgan US Small Company C JTUCX 4.81 5.60 4.51 18.30 12.21 13.67
JPMorgan US Small Company R6 JUSMX 4.95 6.50 4.78 19.54 13.41 14.84
JHancock New Opportunities R4 JUSOX 5.03 8.98 4.09 22.32 --- ---
JPMorgan US Small Company R3 JUSPX 4.86 6.03 4.68 18.87 --- ---
JPMorgan US Small Company R4 JUSQX 4.85 6.23 4.68 19.17 --- ---
JPMorgan US Small Company L JUSSX 4.90 6.39 4.73 19.41 13.27 14.73
JPMorgan US Small Company R5 JUSYX 4.91 6.34 4.74 19.37 --- ---
JHancock New Opportunities R5 JVSOX 5.06 9.13 4.12 22.52 --- ---
JHancock New Opportunities R6 JWSOX 5.06 9.14 4.17 22.50 --- ---
Deutsche Small Cap Value A KDSAX 6.84 8.15 7.60 23.24 10.14 10.71
Deutsche Small Cap Value C KDSCX 6.82 7.49 7.39 22.31 9.32 9.88
Deutsche Small Cap Value Institutional KDSIX 6.90 8.43 7.68 23.67 10.53 11.10
Deutsche Small Cap Value S KDSSX 6.87 8.36 7.65 23.56 10.44 10.96
Deutsche Small Cap Value R6 KDSZX 6.90 8.51 7.72 23.77 10.52 ---
KP Small Cap Equity Institutional KPSCX 5.04 13.28 5.83 25.80 13.34 ---
Keeley Small Cap Value I KSCIX 5.18 4.18 4.90 16.59 7.41 9.74
Kinetics Small Cap Opportunities No Load KSCOX 5.37 19.85 13.67 27.62 10.51 14.97
Keeley Small Cap Value A KSCVX 5.15 3.99 4.81 16.29 7.13 9.46
Kinetics Small Cap Opportunities Inst KSCYX 5.37 20.04 13.72 27.87 10.73 15.19
Keeley Small-Mid Cap Value I KSMIX 5.70 13.15 6.13 24.87 10.56 12.68
Keeley Small-Mid Cap Value A KSMVX 5.66 12.93 6.11 24.64 10.30 12.40
Kinetics Small Cap Opportunities Adv A KSOAX 5.34 19.62 13.56 27.28 10.22 14.68
Kinetics Small Cap Opportunities Adv C KSOCX 5.31 19.18 13.46 26.69 9.68 14.12
ClearBridge Small Cap A2 LBRTX 4.01 9.89 2.94 23.70 14.86 ---
ClearBridge Small Cap FI LGASX 3.98 9.86 2.92 23.75 14.92 15.57
QS US Small Capitalization Equity FI LGSCX 4.99 5.46 3.64 19.41 11.95 13.40
ClearBridge Small Cap IS LISGX 4.03 --- --- --- --- ---
ClearBridge Small Cap R LMARX 3.97 9.90 2.89 23.68 14.69 15.35
ClearBridge Small Cap C LMASX 3.95 9.38 2.79 23.01 14.18 14.89
QS US Small Capitalization Equity A LMBAX 5.01 5.46 3.56 19.49 11.96 13.42
QS US Small Capitalization Equity C LMBCX 4.89 4.80 3.34 18.54 11.11 12.57
QS US Small Capitalization Equity IS LMBMX 5.08 5.84 3.70 20.01 12.48 13.92
ClearBridge Small Cap I LMNSX 4.03 10.24 3.03 24.21 15.34 16.04
ClearBridge Small Cap A LMSAX 4.01 10.05 2.97 23.95 15.09 15.80
QS US Small Capitalization Equity I LMSIX 4.97 5.65 3.63 19.72 12.35 13.85
Lord Abbett Small Cap Value B LRSBX 4.22 2.70 2.25 13.65 10.56 11.01
Lord Abbett Small Cap Value A LRSCX 4.23 3.28 2.44 14.46 11.40 11.82
Lord Abbett Small Cap Value F LRSFX 4.25 3.40 2.47 14.61 11.56 12.01
Lord Abbett Small Cap Value F3 LRSOX 4.26 --- 2.52 --- --- ---
Lord Abbett Small Cap Value P LRSPX 4.22 3.13 2.40 14.24 11.17 11.62
Lord Abbett Small Cap Value R2 LRSQX 4.21 3.01 2.38 14.08 11.02 11.44
Lord Abbett Small Cap Value R3 LRSRX 4.20 3.12 2.39 14.23 11.15 11.58
Lord Abbett Small Cap Value R4 LRSSX 4.27 3.32 2.44 14.46 --- ---
Lord Abbett Small Cap Value R5 LRSTX 4.27 3.53 2.53 14.78 --- ---
Lord Abbett Small Cap Value R6 LRSVX 4.26 3.57 2.56 14.89 --- ---
Lord Abbett Small Cap Value I LRSYX 4.27 3.54 2.53 14.79 11.68 12.12
Loomis Sayles Small Cap Value N LSCNX 5.39 7.23 6.20 23.22 14.00 ---
Loomis Sayles Small Cap Value Retail LSCRX 5.36 6.94 6.12 22.82 13.65 14.33
Columbia Disciplined Small Core A LSMAX 5.76 4.41 3.81 17.32 7.54 10.21
Columbia Disciplined Small Core C LSMCX 5.73 3.75 3.55 16.37 6.74 9.38
Lord Abbett Small Cap Value C LSRCX 4.14 2.69 2.25 13.62 10.59 11.01
Emerald Small Cap Value Investor LSRIX 7.80 10.76 7.86 30.24 14.98 ---
Emerald Small Cap Value Institutional LSRYX 7.81 10.90 7.87 30.48 15.19 ---
Loomis Sayles Small Cap Value Instl LSSCX 5.42 7.17 6.20 23.12 13.94 14.63
Loomis Sayles Small Cap Value Admin LSVAX 5.37 6.76 6.03 22.50 13.38 14.05
QS US Small Capitalization Equity A2 LUSAX 5.00 5.30 3.53 19.20 11.74 ---
Summit GI Small Cap Low Volatility Retl LVSMX 5.74 8.96 5.83 24.50 --- ---
iShares Russell 2000 Small-Cap Idx Instl MASKX 5.47 11.83 5.82 25.23 14.31 14.38
BlackRock Value Opportunities Instl MASPX 4.28 6.34 4.56 19.45 11.53 13.68
Madison Small Cap A MASVX 6.62 2.09 5.96 19.07 11.74 12.40
Mutual of America Instl Small Cap Value MAVSX 5.20 7.36 5.33 21.97 11.51 11.61
BlackRock Value Opportunities Inv B MBSPX 4.17 5.12 4.28 17.80 10.10 12.20
Madison Small Cap B MBSVX 6.53 1.46 5.75 18.16 10.90 11.56
MassMutual Premier Small Cap Opps R3 MCCRX 4.02 11.68 4.23 24.90 13.06 ---
MM Russell 2000® Small Cap Index A MCJAX 5.46 11.30 5.62 24.39 13.62 13.63
MM Russell 2000® Small Cap Index R4 MCJFX 5.40 11.33 5.56 24.54 13.75 ---
MM Russell 2000® Small Cap Index R5 MCJIX 5.40 11.67 5.71 24.99 14.20 14.23
MM Russell 2000® Small Cap Index Svc MCJSX 5.44 11.51 5.68 24.77 14.00 14.03
MM Russell 2000® Small Cap Index R3 MCJTX 5.43 11.12 5.58 24.29 13.48 ---
MM Russell 2000® Small Cap Index Adm MCJYX 5.43 11.48 5.66 24.78 13.92 13.96
MM Russell 2000® Small Cap Index I MCJZX 5.47 11.82 5.78 25.25 14.33 14.36
BlackRock Value Opportunities Inv C MCSPX 4.19 5.42 4.27 18.15 10.34 12.45
iShares Russell 2000 Small-Cap Idx Inv A MDSKX 5.42 11.65 5.71 24.97 14.04 14.09
BlackRock Value Opportunities Inv A MDSPX 4.27 6.08 4.50 19.08 11.26 13.39
Morgan Dempsey Small/Micro Cap Value MITYX 7.16 7.98 6.93 25.35 9.48 10.71
Victory Integrity Discovery A MMEAX 8.34 9.01 6.81 29.82 17.68 16.47
Victory Integrity Discovery C MMECX 8.29 8.35 6.61 28.79 16.75 15.58
Victory Integrity Discovery R MMERX 8.26 8.56 6.67 29.11 17.11 16.02
Victory Integrity Discovery Y MMEYX 8.34 9.20 6.87 30.07 17.96 16.75
MassMutual Select Small Cap Val Eq A MMQAX 6.38 6.57 6.38 22.00 13.06 14.55
MassMutual Select Small Cap Val Eq R4 MMQFX 6.41 6.72 6.47 22.19 13.19 ---
MassMutual Select Small Cap Val Eq I MMQIX 6.45 7.07 6.57 22.70 13.71 ---
MassMutual Select Small Cap Val Eq Adm MMQLX 6.41 6.79 6.48 22.31 13.37 14.84
MassMutual Select Small Cap Val Eq R5 MMQSX 6.44 7.00 6.50 22.56 13.61 15.11
MassMutual Select Small Cap Val Eq R3 MMQTX 6.36 6.49 6.36 21.83 12.92 ---
MassMutual Select Small Cap Val Eq Svc MMQYX 6.37 6.87 6.50 22.43 13.47 14.98
Praxis Small Cap Index A MMSCX 5.40 7.03 4.97 14.70 8.20 7.60
Praxis Small Cap Index I MMSIX 5.50 7.54 5.20 15.41 8.89 8.31
MainStay Epoch US Small Cap Inv MOINX 3.49 8.54 2.25 18.61 10.49 12.71
MassMutual Premier Small Cap Opps R4 MOORX 4.01 11.94 4.28 25.30 13.34 ---
MainStay Epoch US Small Cap A MOPAX 3.51 8.79 2.35 18.95 10.79 13.02
MainStay Epoch US Small Cap C MOPCX 3.38 7.89 2.04 17.71 9.65 11.86
MainStay Epoch US Small Cap I MOPIX 3.56 8.99 2.39 19.23 11.06 13.29
MainStay Epoch US Small Cap R1 MOPRX 3.53 8.94 2.39 19.16 10.95 13.19
MainStay Epoch US Small Cap B MOTBX 3.45 7.92 2.08 17.79 9.68 11.86
MainStay Epoch US Small Cap R2 MOTRX 3.52 8.70 2.32 18.86 10.67 12.90
MainStay Epoch US Small Cap R3 MOVRX 3.49 8.49 2.26 18.55 --- ---
BlackRock Value Opportunities R MRSPX 4.21 5.80 4.40 18.70 10.91 13.05
MassMutual Premier Small Cap Opps R5 MSCDX 4.06 12.18 4.33 25.71 13.72 15.84
Mairs & Power Small Cap MSCFX 4.26 6.58 2.37 20.16 13.18 15.01
MassMutual Premier Small Cap Opps Adm MSCLX 4.03 12.06 4.30 25.49 13.51 15.62
MassMutual Premier Small Cap Opps I MSOOX 4.06 12.31 4.39 25.77 13.87 ---
Litman Gregory Masters Smlr Coms Instl MSSFX 5.35 8.31 4.08 18.74 6.12 8.64
MassMutual Premier Small Cap Opps Svc MSVYX 4.01 12.14 4.34 25.50 13.62 15.73
Great-West S&P SmallCap 600® Index Instl MXERX 6.07 9.40 5.90 24.67 --- ---
Great-West S&P SmallCap 600® Index Inv MXISX 6.14 9.19 5.84 24.28 15.23 15.59
Great-West Loomis Sayles Sm Cp Val Inv MXLSX 5.26 6.93 6.08 22.66 13.50 14.09
Great-West S&P SmallCap 600® Index L MXNSX 6.08 8.94 5.73 23.89 14.95 15.29
Great-West Loomis Sayles Sm Cp Val Instl MXTFX 5.34 7.31 6.20 23.19 --- ---
Madison Small Cap Y MYSVX 6.59 2.21 6.00 19.30 12.01 12.69
Vanguard Small Cap Index Inv NAESX 4.23 11.64 4.90 21.54 12.92 14.35
Natixis Vaughan Nelson Small Cap Value A NEFJX 5.12 3.38 4.45 15.60 11.95 14.54
Natixis Vaughan Nelson Small Cap Value C NEJCX 5.05 2.77 4.20 14.70 11.11 13.68
Natixis Vaughan Nelson Small Cap Value Y NEJYX 5.17 3.64 4.52 15.89 12.24 14.84
Neuberger Berman Intrinsic Value A NINAX 3.52 14.91 4.10 25.58 13.25 13.92
Neuberger Berman Intrinsic Value C NINCX 3.47 14.29 3.95 24.66 12.38 13.07
Neuberger Berman Intrinsic Value Instl NINLX 3.54 15.27 4.24 26.05 13.65 14.34
Columbia Small Cap Index A NMSAX 6.11 9.16 5.80 24.32 15.29 15.64
Columbia Small Cap Index Z NMSCX 6.16 9.42 5.89 24.65 15.60 15.93
NorthPointe Small Cap Value Instl NPIVX 3.75 -2.12 -0.98 6.40 8.16 ---
NorthPointe Small Cap Value Investor NPSVX 3.77 -2.22 -1.08 6.23 7.93 ---
Nuveen NWQ Small-Cap Value A NSCAX 7.02 6.71 5.53 21.64 12.69 14.37
Nuveen NWQ Small-Cap Value C NSCCX 6.94 6.06 5.29 20.69 11.83 13.51
Nuveen NWQ Small-Cap Value R6 NSCFX 7.06 7.06 5.63 22.15 13.15 ---
Nuveen NWQ Small-Cap Value R3 NSCQX 6.99 6.48 5.44 21.30 12.40 14.09
Nuveen NWQ Small-Cap Value I NSCRX 7.03 6.90 5.57 21.93 12.96 14.65
Northern Small Cap Core NSGRX 5.28 10.76 5.53 23.83 13.57 14.54
Northern Small Cap Index NSIDX 5.44 11.77 5.68 25.07 14.17 14.22
Nuveen NWQ Small/Mid-Cap Value A NSMAX 5.23 4.97 3.30 20.82 10.00 11.21
Nuveen NWQ Small/Mid-Cap Value C NSMCX 5.18 4.38 3.09 19.94 9.19 10.39
Nuveen NWQ Small/Mid-Cap Value I NSMRX 5.25 5.19 3.35 21.13 10.28 11.50
North Star Micro Cap I NSMVX 4.65 6.46 6.30 20.30 9.96 ---
Nationwide HighMark Sm Cp Core A NWGPX 6.36 12.62 6.93 27.88 15.52 15.78
Nationwide HighMark Sm Cp Core C NWGQX 6.30 11.95 6.73 26.93 14.67 14.98
Nationwide HighMark Sm Cp Core Instl Svc NWGSX 6.41 12.87 7.01 28.23 15.88 16.12
Nationwide HighMark Sm Cp Core R6 NWKEX 6.42 12.95 7.05 28.37 15.95 ---
Nuveen NWQ Small/Mid Cap Value R6 NWQFX 5.30 5.34 3.43 21.36 --- ---
Nuveen NWQ Small/Mid-Cap Value R3 NWQRX 5.22 4.79 3.24 20.52 9.73 10.93
Nationwide Small Cap Index Instl Svc NWXRX 5.45 11.64 5.69 --- --- ---
Orchard Small Cap Value I OCSIX 6.42 5.10 4.42 22.62 --- ---
Orchard Small Cap Value N OCSNX 6.38 4.90 4.36 22.24 --- ---
Olstein Strategic Opportunities A OFSAX 3.09 1.03 -2.23 13.32 6.57 12.72
Olstein Strategic Opportunities C OFSCX 2.99 0.46 -2.38 12.55 5.78 11.88
Olstein Strategic Opportunities Adviser OFSFX 3.07 1.27 -2.16 13.61 --- ---
JPMorgan Market Expansion Enh Idx A OMEAX 4.92 9.73 4.47 22.51 14.43 15.41
JPMorgan Market Expansion Enh Idx C OMECX 4.85 9.26 4.32 21.82 13.67 14.64
Oak Ridge Dynamic Small Cap A ORSAX 5.78 10.59 7.82 25.43 --- ---
Oak Ridge Dynamic Small Cap I ORSIX 5.75 10.73 7.88 25.66 --- ---
Oppenheimer Main Street Small Cap A OSCAX 3.97 11.66 4.18 25.02 13.13 ---
Oppenheimer Main Street Small Cap C OSCCX 3.88 11.06 3.95 24.07 12.27 ---
Oppenheimer Main Street Small Cap R OSCNX 3.94 11.46 4.08 24.67 12.81 ---
Oppenheimer Main Street Small Cap Y OSCYX 4.02 12.06 4.29 25.41 13.49 ---
Oppenheimer Main Street Small Cap I OSSIX 4.01 12.12 4.28 25.51 13.63 ---
Pacific Advisors Small Cap Value A PASMX 6.48 3.20 8.24 25.32 -3.70 3.45
T. Rowe Price Small-Cap Value Adv PASVX 5.46 10.54 6.23 27.02 14.60 13.45
PIMCO StocksPLUS® Small A PCKAX 5.62 14.64 6.58 29.70 15.02 14.94
PIMCO StocksPLUS® Small C PCKCX 5.54 14.11 6.34 28.82 14.16 14.11
PIMCO StocksPLUS® Small D PCKDX 5.55 14.63 6.51 29.78 14.98 14.94
PIMCO StocksPLUS® Small P PCKPX 5.62 15.05 6.67 30.24 15.36 15.31
PIMCO StocksPLUS® Small R PCKRX 5.68 14.61 6.53 29.48 --- ---
PIMCO StocksPLUS® Small Administrative PCKTX 5.64 14.85 6.68 29.95 15.22 ---
Putnam Capital Opportunities A PCOAX 2.69 6.08 1.84 17.11 8.94 10.77
Putnam Capital Opportunities C PCOCX 2.66 5.46 1.68 16.25 8.14 9.95
Putnam Capital Opportunities R6 PCOEX 2.72 6.41 1.96 17.59 9.39 11.26
Putnam Capital Opportunities R PCORX 2.70 5.90 1.83 16.89 8.67 10.50
PACE Small/Medium Co Value Equity P PCSVX 3.36 4.53 3.46 18.15 12.08 13.54
Royce Pennsylvania Mutual Invmt PENNX 6.03 13.25 7.12 28.24 11.96 12.61
PACE Small/Medium Co Value Equity A PEVAX 3.36 4.41 3.36 17.90 11.91 13.39
PACE Small/Medium Co Value Equity C PEVCX 3.31 3.78 3.19 17.08 11.08 12.54
Pacific Funds Small-Cap C PFACX 5.46 9.79 4.67 23.02 --- ---
Pacific Funds Small-Cap Investor PFBRX 5.49 10.35 4.88 23.89 --- ---
Pacific Funds Small/Mid-Cap A PFDAX 4.34 11.74 3.91 23.14 --- ---
Pacific Funds Small/Mid-Cap Investor PFIRX 4.35 11.68 3.92 22.97 --- ---
Pacific Funds Small-Cap S PFJIX 5.47 10.63 4.91 24.41 --- ---
Pacific Funds Small-Cap A PFKAX 5.51 10.40 4.90 24.10 --- ---
Pacific Funds Small/Mid-Cap Advisor PFMDX 4.41 12.09 4.07 23.47 --- ---
Pacific Funds Small/Mid-Cap S PFOIX 4.41 12.09 4.07 23.53 --- ---
Paradigm Opportunity PFOPX 4.30 9.45 6.35 19.97 11.23 11.31
Pacific Funds Small/Mid-Cap C PFPCX 4.23 11.13 3.71 22.20 --- ---
Pacific Funds Small-Cap Advisor PFQDX 5.53 10.65 4.93 24.42 --- ---
Paradigm Select PFSLX 2.78 10.27 2.61 18.56 13.30 13.03
Pacific Advisors Small Cap Value I PGISX 6.53 3.37 8.28 25.29 -3.45 3.69
JPMorgan Market Expansion Enh Idx I PGMIX 4.94 9.95 4.59 22.78 14.70 15.69
Pacific Advisors Small Cap Value C PGSCX 6.45 2.58 8.04 24.33 -4.43 2.67
Principal SmallCap A PLLAX 5.02 8.25 5.11 19.56 13.60 14.88
Perritt Low Priced Stock Investor PLOWX 7.22 12.51 5.42 26.58 15.96 ---
Putnam Capital Opportunities B POPBX 2.70 5.46 1.71 16.29 8.14 9.96
Putnam Capital Opportunities R5 POPDX 2.69 5.26 1.92 16.38 8.91 10.92
Putnam Capital Opportunities M POPMX 2.60 5.65 1.67 16.56 8.37 10.21
Prudential Jennison Small-Cap Core Eq Q PQJCX 4.18 14.68 3.63 --- --- ---
Perritt MicroCap Opportunities Investor PRCGX 5.73 5.10 4.95 20.48 11.37 13.87
Perritt Ultra MicroCap PREOX 6.07 14.38 5.83 23.74 13.14 15.29
T. Rowe Price Small-Cap Value PRSVX 5.48 10.81 6.31 27.47 14.98 13.80
T. Rowe Price Small-Cap Value I PRVIX 5.50 10.95 6.35 27.65 --- ---
Principal SmallCap R1 PSABX 4.96 7.93 4.96 19.05 13.13 14.43
Principal SmallCap S&P 600 Index R1 PSAPX 6.03 8.63 5.62 23.52 14.59 14.94
Principal SmallCap J PSBJX 5.04 8.42 5.14 19.80 13.78 15.04
Principal SmallCap R3 PSBMX 5.02 8.21 5.06 19.50 13.50 14.79
Principal SmallCap R2 PSBNX 5.01 8.06 5.01 19.25 13.29 14.58
Principal SmallCap R5 PSBPX 5.04 8.48 5.18 19.86 13.84 15.14
Principal SmallCap R4 PSBSX 5.02 8.34 5.11 19.68 13.69 15.01
PIMCO StocksPLUS® Small Institutional PSCSX 5.70 15.09 6.75 30.25 15.50 15.42
Principal SmallCap Inst PSLIX 5.04 8.62 5.21 20.07 14.08 15.40
Principal SmallCap C PSMCX 4.95 7.64 4.90 18.67 12.67 13.94
Principal SmallCap R-6 PSMLX 5.08 8.67 5.21 --- --- ---
Principal SmallCap S&P 600 Index R-6 PSPIX 6.16 9.35 5.87 --- --- ---
Principal SmallCap S&P 600 Index Inst PSSIX 6.15 9.35 5.87 24.59 15.56 15.91
Principal SmallCap S&P 600 Index J PSSJX 6.11 9.16 5.81 24.28 15.27 15.55
Principal SmallCap S&P 600 Index R3 PSSMX 6.09 8.90 5.74 23.95 14.96 15.30
Principal SmallCap S&P 600 Index R2 PSSNX 6.07 8.73 5.67 23.71 14.76 15.09
Principal SmallCap S&P 600 Index R5 PSSPX 6.11 9.17 5.80 24.32 15.31 15.66
Principal SmallCap S&P 600 Index R4 PSSSX 6.11 9.06 5.76 24.18 15.18 15.51
PACE Small/Medium Co Value Equity Y PVEYX 3.37 4.48 3.42 18.05 12.07 13.54
Paradigm Value PVFAX 5.01 10.73 4.72 24.99 13.73 11.47
Paradigm Micro-Cap PVIVX 5.05 16.83 1.60 27.97 17.65 15.27
Pax Small Cap A PXSAX 3.68 4.29 3.75 13.58 9.62 ---
Pax Small Cap Individual Investor PXSCX 3.67 4.34 3.81 13.62 9.63 13.39
Pax Small Cap Institutional PXSIX 3.71 4.57 3.85 13.95 9.90 13.67
Putnam Capital Opportunities Y PYCOX 2.73 6.29 1.91 17.44 9.22 11.05
Federated MDT Small Cap Core A QASCX 6.47 13.45 7.05 29.46 19.06 19.01
Pear Tree Polaris Small Cap Instl QBNAX 4.82 4.20 2.36 18.73 12.50 11.09
Federated MDT Small Cap Core C QCSCX 6.42 12.79 6.87 28.49 18.18 18.14
Federated MDT Small Cap Core Instl QISCX 6.47 13.65 7.08 29.82 19.36 19.31
Federated MDT Small Cap Core R6 QLSCX 6.53 13.71 7.14 29.89 --- ---
AQR Small Cap Multi-Style R6 QSERX 6.01 8.13 4.37 22.20 13.16 ---
AQR Small Cap Multi-Style I QSMLX 6.02 8.07 4.38 22.15 13.04 ---
AQR Small Cap Multi-Style N QSMNX 5.98 7.89 4.27 21.83 12.76 ---
AQR Small Cap Relaxed Constraint Eq I QSRIX 7.25 5.63 6.38 --- --- ---
AQR Small Cap Relaxed Constraint Eq N QSRNX 7.16 5.33 6.19 --- --- ---
AQR Small Cap Relaxed Constraint Eq R6 QSRRX 7.14 5.63 6.28 --- --- ---
AQR TM Small Cap Multi-Style I QSSLX 6.04 8.21 4.57 21.99 --- ---
AQR TM Small Cap Multi-Style N QSSNX 5.97 8.06 4.41 21.64 --- ---
AQR TM Small Cap Multi-Style R6 QSSRX 6.02 8.39 4.56 22.12 --- ---
Russell Inv US Small Cap Equity E REBEX 4.82 10.08 5.14 23.51 12.79 13.91
Russell Inv US Small Cap Equity Y REBYX 4.88 10.51 5.26 24.12 13.31 14.42
River Oak Discovery RIVSX 4.93 8.77 3.36 18.73 10.71 11.80
Russell Inv US Small Cap Equity A RLACX 4.81 10.11 5.13 23.51 12.80 13.91
Russell Inv US Small Cap Equity C RLECX 4.78 9.49 4.95 22.60 11.96 13.06
Russell Inv US Small Cap Equity S RLESX 4.86 10.35 5.21 23.88 13.08 14.20
Royce Low Priced Stock Invmt RLPHX 6.09 7.63 5.46 19.90 5.53 4.75
Royce Low Priced Stock Instl RLPIX 6.08 7.49 5.45 19.83 5.62 4.81
Royce Low Priced Stock R RLPRX 5.96 7.04 5.29 19.15 4.90 4.12
Royce Micro-Cap Svc RMCFX 5.84 6.93 3.99 21.73 6.63 5.65
Royce Small-Cap Leaders Invmt ROHHX 5.84 6.88 5.84 22.41 8.94 9.91
Royce Small-Cap Leaders R ROHRX 5.72 6.37 5.61 21.66 8.29 9.23
Royce Micro-Cap Opportunity Invmt ROSFX 9.95 22.11 10.13 32.85 12.59 14.40
Royce Micro-Cap Opportunity Service ROSSX 10.00 21.94 10.11 32.66 12.39 ---
Royce Pennsylvania Mutual Instl RPMIX 6.11 13.32 7.20 28.39 12.09 12.71
Royce Pennsylvania Mutual K RPMKX 6.00 12.40 6.89 26.97 11.09 11.88
Royce Pennsylvania Mutual R RPMRX 5.95 12.55 6.92 27.36 11.15 11.84
RQSI Small Cap Hedged Equity Retail RQSAX 4.78 7.61 4.20 19.66 --- ---
RQSI Small Cap Hedged Equity Instl RQSIX 4.89 7.93 4.40 20.01 --- ---
Russell Inv US Small Cap Equity R6 RSCRX 4.88 10.48 5.26 24.07 --- ---
State Farm Small/Mid Cap Equity R3 RSEHX 6.00 8.33 4.66 19.38 9.67 11.17
State Farm Small/Mid Cap Equity R1 RSEOX 5.95 8.19 4.69 19.11 9.20 10.67
State Farm Small/Mid Cap Equity R2 RSETX 6.03 8.38 4.71 19.31 9.42 10.87
State Farm Small Cap Index R3 RSIHX 5.41 11.44 5.59 24.64 13.60 13.60
State Farm Small Cap Index R1 RSIOX 5.42 11.33 5.60 24.41 13.14 13.11
State Farm Small Cap Index R2 RSITX 5.40 11.36 5.58 24.49 13.31 13.31
Victory RS Partners A RSPFX 4.21 11.34 5.11 22.03 10.06 12.20
Victory RS Partners R RSPKX 4.22 11.03 5.04 21.62 9.66 11.80
Victory RS Partners Y RSPYX 4.25 11.63 5.21 22.43 10.40 12.56
Royce Total Return Instl RTRIX 6.25 10.35 6.56 23.70 12.29 12.66
Royce Total Return K RTRKX 6.20 9.90 6.43 23.00 11.75 12.12
Royce Total Return R RTRRX 6.20 9.71 6.31 22.77 11.46 11.84
Royce Total Return W RTRWX 6.25 10.19 6.56 23.52 12.12 12.50
Dreyfus/The Boston Company Sm Cp Val A RUDAX 5.04 5.30 3.19 20.68 --- ---
Russell Inv US Small Cap Equity M RUNTX 4.88 --- 5.24 --- --- ---
Royce Low Priced Stock Svc RYLPX 6.00 7.41 5.36 19.60 5.28 4.49
Royce Micro-Cap Consult RYMCX 5.72 6.06 3.74 20.59 5.63 4.67
Royce Small-Cap Leaders Svc RYOHX 5.78 6.69 5.78 22.11 8.65 9.62
Royce Micro-Cap Invmt RYOTX 5.89 7.05 4.08 21.91 6.77 5.78
Royce Pennsylvania Mutual Consult RYPCX 6.04 12.36 6.95 26.99 10.84 11.46
Royce Pennsylvania Mutual Svc RYPFX 6.04 12.96 7.04 27.83 11.64 12.25
Rydex Russell 2000 H RYRHX 5.32 10.55 5.34 23.26 12.30 12.38
Rydex Russell 2000 C RYROX 5.23 9.90 5.15 22.31 11.47 11.55
Rydex Russell 2000 A RYRRX 5.31 10.58 5.36 23.26 12.32 12.41
Royce Total Return Consult RYTCX 6.21 9.38 6.21 22.37 11.05 11.39
Royce Total Return Svc RYTFX 6.18 9.91 6.37 23.18 11.86 12.20
Royce Total Return Invmt RYTRX 6.24 10.25 6.51 23.57 12.14 12.53
SA US Small Company Select SASLX 5.92 --- 5.63 --- --- ---
Virtus Ceredex Small-Cap Value Eq A SASVX 4.27 2.59 3.18 11.86 12.08 12.65
SA US Small Company Investor SAUMX 5.92 8.10 5.56 22.71 13.05 14.13
Steward Small-Mid Cap Enhanced Idx Inst SCECX 4.80 9.37 4.73 22.06 13.80 14.56
Virtus Ceredex Small-Cap Value Eq I SCETX 4.38 2.91 3.31 12.31 12.48 13.00
Summit GI Small Cap Low Volatility I SCLVX 5.82 9.12 5.90 24.84 --- ---
Bernstein Small Cap Core SCB SCRSX 6.01 5.38 5.11 20.27 --- ---
AB Small Cap Core Advisor SCRYX 5.99 5.54 5.09 20.49 --- ---
AB Small Cap Core Z SCRZX 6.08 5.54 5.09 20.52 --- ---
Sit Small Cap Dividend Growth S SDFSX 5.17 9.27 4.35 19.45 --- ---
SSgA Enhanced Small Cap N SESPX -3.12 -0.87 -2.32 12.66 9.94 12.35
State Farm Small/Mid Cap Equity Instl SFEIX 5.99 8.47 4.75 19.56 9.77 11.28
State Farm Small/Mid Cap Equity Premier SFSAX 5.98 8.41 4.68 19.48 9.56 11.03
State Farm Small/Mid Cap Equity B Legacy SFSBX 5.99 8.26 4.66 19.09 9.17 10.60
Schwab Fundamental US Small Company Idx SFSNX 4.51 8.13 5.01 21.73 13.27 14.61
STAAR Smaller Company Stock SITSX 6.06 6.99 5.76 17.51 8.18 9.56
State Street Instl Small-Cap Equity Inv SIVIX 4.09 10.59 4.56 22.28 13.98 14.49
AMG Managers Skyline Special Equities N SKSEX 4.88 7.14 5.15 25.81 11.61 15.78
AMG Managers Skyline Special Equities I SKSIX 4.92 --- 5.21 --- --- ---
AMG Managers Skyline Special Equities Z SKSZX 4.92 --- 5.21 --- --- ---
ProFunds Small Cap Inv SLPIX 5.23 9.82 5.04 22.28 12.20 12.35
ProFunds Small Cap Svc SLPSX 5.15 9.00 4.81 21.09 11.11 11.25
Columbia Disciplined Small Core Z SMCEX 5.76 4.65 3.88 17.60 7.84 10.49
Shelton S&P Smallcap Index Direct SMCIX 6.00 9.15 5.63 23.58 15.81 15.87
Invesco Small Cap Equity A SMEAX 4.33 9.89 3.50 18.36 10.08 11.25
Invesco Small Cap Equity B SMEBX 4.24 9.23 3.31 17.47 9.25 10.41
Invesco Small Cap Equity C SMECX 4.33 9.32 3.31 17.58 9.28 10.42
Invesco Small Cap Equity R6 SMEFX 4.36 10.31 3.61 18.91 10.64 11.80
Invesco Small Cap Equity R5 SMEIX 4.39 10.23 3.63 18.87 10.54 11.71
Invesco Small Cap Equity R SMERX 4.38 9.72 3.43 18.13 9.82 10.97
Invesco Small Cap Equity Y SMEYX 4.40 10.16 3.59 18.74 10.38 11.53
State Farm Small Cap Index Premier SMIAX 5.45 11.52 5.63 24.69 13.51 13.48
State Farm Small Cap Index B Legacy SMIBX 5.42 11.32 5.60 24.33 13.07 13.04
State Farm Small Cap Index Instl SMIIX 5.47 11.56 5.64 24.78 13.67 13.69
Shelton S&P Smallcap Index K SMLKX 5.96 8.72 5.49 22.92 15.23 15.29
Summit GI Small Cap Low Volatility C SMLVX 5.71 8.33 5.63 23.52 --- ---
Wells Fargo Small Cap Value A SMVAX 6.02 12.03 6.59 25.74 12.84 9.36
Wells Fargo Small Cap Value C SMVCX 5.89 11.36 6.35 24.78 12.00 8.54
Wells Fargo Small Cap Value Admin SMVDX 6.02 12.23 6.66 26.04 13.08 9.58
Wells Fargo Small Cap Value R6 SMVRX 6.07 12.45 6.71 26.35 13.36 ---
State Farm Small Cap Index A SNRAX 5.46 11.41 5.64 24.58 13.44 13.43
State Farm Small Cap Index B SNRBX 5.44 11.30 5.62 24.31 12.87 12.84
Saratoga Small Capitalization C SSCCX 6.79 13.44 7.12 29.59 7.47 9.50
Sit Small Cap Dividend Growth I SSCDX 5.32 9.56 4.41 19.83 --- ---
Columbia Disciplined Small Core V SSCEX 5.70 4.41 3.77 17.30 7.56 10.18
Saratoga Small Capitalization I SSCPX 6.68 14.31 7.47 30.73 8.50 10.57
Columbia Select Smaller-Cap Value A SSCVX 4.40 10.71 5.00 20.94 11.18 14.41
Saratoga Small Capitalization A SSCYX 6.55 14.02 7.41 30.27 8.07 10.20
SSgA Enhanced Small Cap A SSESX -3.19 -0.98 -2.38 12.44 9.73 ---
SSgA Enhanced Small Cap I SSEVX -3.19 -0.80 -2.32 12.70 9.99 ---
SSgA Enhanced Small Cap K SSEWX -3.15 -0.69 -2.28 12.85 10.18 ---
Deutsche Small Cap Core S SSLCX 4.28 8.27 2.83 21.38 14.70 14.59
Columbia Select Smaller-Cap Value K SSLRX 4.44 10.74 5.02 21.11 11.30 14.57
SEI Small/Mid Cap Equity A (SIIT) SSMAX 3.94 9.92 3.94 20.23 11.61 13.86
State Street Small/Mid Cap Equity Index SSMHX 4.30 13.99 5.47 23.78 --- ---
State Street Small/Mid Cap Equity Idx A SSMJX 4.30 13.78 5.47 23.51 --- ---
State Street Small/Mid Cap Equity Idx K SSMKX 4.29 13.96 5.46 23.79 --- ---
State Street Small/Mid Cap Equity Idx I SSMLX 4.29 13.96 5.46 23.74 --- ---
State Farm Small/Mid Cap Equity A SSNAX 5.93 8.40 4.65 19.31 9.51 11.00
State Farm Small/Mid Cap Equity B SSNBX 5.93 8.13 4.63 18.99 8.90 10.38
State Street Instl Small-Cap Equity Svc SSQSX 4.09 10.36 4.45 22.01 13.72 14.22
SSgA Dynamic Small Cap A SSSDX 6.44 7.94 5.74 21.50 14.18 ---
AMG SouthernSun Small Cap N SSSFX 3.53 16.98 6.52 25.63 7.04 11.48
AMG SouthernSun Small Cap I SSSIX 3.52 17.23 6.59 25.96 7.30 11.77
SSgA Dynamic Small Cap I SSSJX 6.45 8.16 5.83 21.81 14.47 ---
SSgA Dynamic Small Cap K SSSKX 6.46 8.18 5.81 21.90 14.65 ---
Columbia Select Smaller-Cap Value R5 SSVIX 4.46 10.98 5.08 21.42 11.59 14.83
Columbia Select Smaller-Cap Value R SSVRX 4.44 10.50 4.96 20.67 10.90 14.14
Virtus Ceredex Small-Cap Value Eq C STCEX 4.34 2.41 3.14 11.52 11.68 12.24
SEI Tax-Managed Small/Mid Cap Y(SIMT) STMPX 4.43 11.20 4.87 21.30 --- ---
SEI Tax-Managed Small/Mid Cap F (SIMT) STMSX 4.38 10.98 4.82 20.99 11.02 13.00
Sterling Capital Stratton SmCp Val Instl STSCX 6.01 9.79 6.46 24.88 13.33 14.71
Sterling Capital Stratton SmCp Val A STSNX 6.00 9.57 6.39 24.59 --- ---
Sterling Capital Stratton SmCp Val C STSOX 5.92 8.93 6.19 23.66 --- ---
Dreyfus/The Boston Company Sm Cp Val I STSVX 5.07 5.55 3.27 21.09 12.02 12.90
Columbia Select Smaller-Cap Value C SVMCX 4.37 9.99 4.79 20.01 10.35 13.56
SSgA Dynamic Small Cap N SVSCX 6.43 7.96 5.74 21.65 14.37 15.09
Schwab Small-Cap Equity SWSCX 5.65 7.77 4.99 23.00 13.79 15.54
Schwab Small Cap Index SWSSX 5.43 11.89 5.75 25.30 14.33 14.38
Deutsche Small Cap Core A SZCAX 4.26 8.09 2.79 21.12 14.42 14.32
Deutsche Small Cap Core C SZCCX 4.22 7.45 2.61 20.24 13.57 13.46
Deutsche Small Cap Core Institutional SZCIX 4.28 8.31 2.84 21.44 --- ---
Deutsche Small Cap Core R6 SZCRX 4.28 8.31 2.87 21.44 --- ---
Deutsche Small Cap Core T SZCTX 4.26 --- 2.79 --- --- ---
Third Avenue Small Cap Value Instl TASCX 6.36 7.88 4.98 20.37 11.97 12.81
Transamerica Small Cap Value Advisor TASLX 5.51 6.91 3.61 --- --- ---
Epoch US Small-Mid Cap Equity Adv TDUAX 3.02 9.11 1.84 18.83 10.73 ---
Epoch US Small-Mid Cap Equity Instl TDUSX 3.02 9.22 1.92 18.95 10.76 ---
TFS Small Cap TFSSX 0.97 5.41 1.75 19.28 11.72 14.48
Thomson Horstmann & Bryant Microcap Ins THBIX 7.40 9.98 6.52 30.92 13.65 13.88
Thomson Horstmann & Bryant Microcap Inv THBVX 7.34 9.51 6.38 30.20 13.07 13.32
TIAA-CREF Small-Cap Blend Idx Inst TISBX 5.46 12.01 5.82 25.50 14.57 14.59
Toreador Explorer Investor TMRLX 7.15 12.62 6.47 27.48 --- ---
Toreador Explorer Institutional TMRZX 7.11 12.87 6.53 27.86 --- ---
1290 GAMCO Small/Mid Cap Value A TNVAX 3.33 15.81 6.80 27.19 --- ---
1290 GAMCO Small/Mid Cap Value T TNVCX 3.40 16.07 6.96 27.56 --- ---
1290 GAMCO Small/Mid Cap Value I TNVIX 3.40 16.07 6.96 27.56 --- ---
1290 GAMCO Small/Mid Cap Value R TNVRX 3.35 15.60 6.75 26.83 --- ---
Timothy Plan Small Cap Value A TPLNX 7.17 9.85 6.83 24.27 12.98 15.71
Timothy Plan Small Cap Value I TPVIX 7.19 10.07 6.91 24.52 13.26 ---
TIAA-CREF Small-Cap Blend Idx Retire TRBIX 5.45 11.80 5.75 25.15 14.29 14.32
Steward Small-Mid Cap Enhanced Idx Indv TRDFX 4.72 9.13 4.59 21.71 13.48 14.23
TIAA-CREF Small-Cap Blend Idx Advisor TRHBX 5.47 11.91 5.77 25.30 --- ---
Transamerica Small Cap Value R TRSLX 5.46 --- 3.55 --- --- ---
Touchstone Small Cap A TSFAX 5.08 2.83 4.89 12.38 4.02 7.69
Touchstone Small Cap C TSFCX 5.01 2.16 4.68 11.56 3.23 6.88
Touchstone Small Cap Institutional TSFIX 5.08 3.07 4.96 12.75 4.36 8.06
Touchstone Small Cap Y TSFYX 5.08 3.01 4.96 12.64 4.26 7.98
Transamerica Small Cap Value A TSLAX 5.50 6.73 3.57 22.17 7.34 9.83
Transamerica Small Cap Value C TSLCX 5.36 6.02 3.33 21.17 6.59 9.10
Transamerica Small Cap Value R4 TSLFX 5.47 6.43 3.55 21.96 10.82 12.32
Transamerica Small Cap Value I TSLIX 5.46 6.96 3.63 22.48 7.63 10.17
Transamerica Small Cap Value R6 TSLRX 5.60 7.01 3.70 22.69 --- ---
Transamerica Small Cap Value T1 TSLWX 5.50 --- 3.57 --- --- ---
TIAA-CREF Small/Mid-Cap Equity Retail TSMEX 4.92 13.13 5.84 23.87 --- ---
TIAA-CREF Small/Mid-Cap Equity Premier TSMMX 4.91 13.41 5.91 24.22 --- ---
TIAA-CREF Small/Mid-Cap Equity Advisor TSMNX 4.91 13.50 5.91 24.35 --- ---
TIAA-CREF Small/Mid-Cap Equity Ret TSMOX 5.00 13.31 5.92 24.12 --- ---
TIAA-CREF Small/Mid-Cap Equity Instl TSMWX 4.99 13.49 5.99 24.37 --- ---
Touchstone Small Cap Value Opp A TSOAX 4.39 -0.81 1.84 11.44 4.41 10.71
Touchstone Small Cap Value Opp C TSOCX 4.30 -1.32 1.66 10.65 3.64 9.90
Touchstone Small Cap Value Opp Instl TSOIX 4.40 -0.54 1.93 11.89 4.76 11.11
Touchstone Small Cap Value Opp Y TSOYX 4.41 -0.60 1.96 11.72 4.66 11.01
Timothy Plan Small Cap Value C TSVCX 7.12 9.22 6.61 23.36 12.13 14.85
Third Avenue Small Cap Value Investor TVSVX 6.38 7.72 4.94 20.10 11.70 12.54
USAA Small Cap Stock Institutional UISCX 5.62 7.46 5.68 20.54 11.21 12.60
Pear Tree Polaris Small Cap Ord USBNX 4.80 3.95 2.27 18.34 12.20 10.80
USAA Small Cap Stock USCAX 5.55 7.34 5.61 20.35 11.05 12.40
VALIC Company I Small Cap Index VCSLX 5.50 11.67 5.70 25.04 14.17 14.22
VALIC Company I Small Cap VCSMX 4.44 10.72 4.71 20.71 11.76 13.15
Vanguard Explorer Value Inv VEVFX 4.96 9.65 6.23 21.90 13.28 14.33
Private Capital Management Value A VFPAX 4.74 14.17 4.48 25.89 9.26 12.18
Private Capital Management Value I VFPIX 4.74 14.42 4.55 26.29 9.54 12.46
VY® JPMorgan Small Cap Core Equity R6 VPRSX 5.03 12.17 5.04 25.36 --- ---
Voya Russell Small Cap Index P2 VRSPX 5.51 --- 5.80 --- --- ---
Vanguard Russell 2000 Index I VRTIX 5.48 11.96 5.79 25.43 14.42 14.46
Vanguard Small Cap Index I VSCIX 4.23 11.75 4.93 21.69 13.06 14.51
Natixis Vaughan Nelson Small Cap Value N VSCNX 5.16 --- 4.62 --- --- ---
Vanguard Small Cap Index InstlPlus VSCPX 4.23 11.76 4.92 21.69 13.08 14.53
JPMorgan Small Cap Equity A VSEAX 4.03 10.80 3.58 21.17 14.52 14.85
JPMorgan Small Cap Equity I VSEIX 4.04 11.03 3.65 21.52 14.85 15.19
JPMorgan Small Cap Equity R6 VSENX 4.06 11.25 3.73 21.84 --- ---
Vanguard Small Cap Index Adm VSMAX 4.23 11.74 4.91 21.68 13.05 14.50
Voya Small Company R VSMRX 4.93 7.58 3.82 20.66 --- ---
Vanguard S&P Small-Cap 600 Index I VSMSX 6.14 9.62 5.95 24.96 15.86 16.18
Voya Small Company Port R6 VSPRX 5.02 8.05 4.00 21.44 --- ---
JPMorgan Small Cap Core A VSSBX 5.82 12.34 5.86 27.60 --- ---
JPMorgan Small Cap Core R5 VSSCX 5.88 12.73 5.99 28.19 15.16 15.80
JPMorgan Small Cap Core R6 VSSLX 5.88 12.77 6.00 28.26 --- ---
JPMorgan Small Cap Core C VSSRX 5.79 11.91 5.73 26.99 --- ---
JPMorgan Small Cap Core I VSSWX 5.87 --- 5.95 --- --- ---
Vanguard Strategic Small-Cap Equity Inv VSTCX 6.11 8.26 4.45 23.53 13.19 15.69
Vanguard Tax-Managed Small Cap Adm VTMSX 6.19 9.36 5.94 24.56 15.64 16.08
Vanguard Tax-Managed Small Cap I VTSIX 6.18 9.37 5.94 24.58 15.68 16.12
Vulcan Value Partners Small Cap VVPSX 4.02 8.91 1.24 18.68 10.57 13.03
William Blair Small Cap Value N WBVDX 5.77 6.29 6.82 22.06 12.85 14.12
Wells Fargo Small Cap Core C WCSCX 6.49 5.44 4.47 20.60 --- ---
TETON Westwood Mighty Mites I WEIMX 6.25 14.80 8.66 28.35 13.22 14.93
TETON Westwood Mighty Mites AAA WEMMX 6.20 14.57 8.57 28.04 12.94 14.66
TETON Westwood SmallCap Equity AAA WESCX 6.94 12.05 8.72 26.78 16.17 14.88
TETON Westwood Mighty Mites T WETMX 6.23 --- 8.61 --- --- ---
Wells Fargo Intrinsic Small Cap Val Adm WFSDX 5.48 6.35 5.19 19.57 11.84 14.18
Wells Fargo Intrinsic Small Cap Val A WFSMX 5.44 6.25 5.15 19.41 11.65 13.95
Wells Fargo Intrinsic Small Cap Val Inst WFSSX 5.45 6.50 5.24 19.80 12.05 14.41
Wells Fargo Small Cap Value Inst WFSVX 6.08 12.41 6.72 26.25 13.31 9.80
Westwood SmallCap Institutional WHGSX 7.13 9.33 6.62 26.37 14.46 16.93
Wasatch Small Cap Value Institutional WICVX 5.00 12.08 5.84 22.11 13.86 16.43
Wasatch Small Cap Value WMCVX 5.03 11.99 5.87 22.05 13.72 16.32
TETON Westwood Mighty Mites A WMMAX 6.19 14.34 8.49 27.71 12.67 14.36
TETON Westwood Mighty Mites C WMMCX 6.14 13.89 8.35 27.05 12.10 13.79
Wells Fargo Small Cap Core Administrator WNSCX 6.57 6.15 4.72 21.62 --- ---
Wells Fargo Small Cap Core A WOSCX 6.58 6.05 4.67 21.53 --- ---
WP Smaller Companies Income Plus Instl WPSMX 4.50 13.15 4.17 21.45 --- ---
Wells Fargo Small Cap Core R6 WRSCX 6.63 6.48 4.84 22.07 --- ---
Wells Fargo Intrinsic Small Cap Val C WSCDX 5.37 5.61 4.94 18.49 10.81 13.10
William Blair Small-Mid Cap Value I WSMIX 4.60 5.32 4.67 16.91 12.11 13.33
Wilshire Small Company Value Instl WSMVX 6.87 6.38 6.42 21.96 13.89 15.34
Westcore Micro-Cap Opportunity Retail WTMIX 6.37 5.81 6.14 24.00 12.61 13.84
TETON Westwood SmallCap Equity A WWSAX 6.93 11.90 8.67 26.45 15.89 14.58
TETON Westwood SmallCap Equity C WWSCX 6.87 11.45 8.53 25.85 15.32 14.03
TETON Westwood SmallCap Equity I WWSIX 6.97 12.27 8.81 27.06 16.47 15.16
TETON Westwood SmallCap Equity T WWSTX 6.94 --- 8.72 --- --- ---
Wells Fargo Small Cap Core Institutional WYSCX 6.64 6.38 4.80 21.97 13.79 15.02
Zacks Small-Cap Core Inv ZSCCX 9.50 17.00 10.58 35.06 16.76 16.83
Zacks Small-Cap Core Institutional ZSCIX 9.54 17.22 10.65 35.42 17.11 ---