Small Blend: Total Returns

Data through 12/7/2018. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Small Blend -8.09 -6.83 -14.67 -5.81 7.29 5.19
Ancora/Thelen Small-Mid Cap I AATIX -6.66 -6.30 -12.60 -4.62 9.16 5.32
Ancora/Thelen Small-Mid Cap S AATSX -6.59 -6.06 -12.46 -4.26 9.50 ---
American Century NT Small Company G ACLOX -9.98 -8.54 -16.52 -7.42 5.28 4.62
Argent Small Cap Institutional ACMSX -12.08 -13.93 --- --- --- ---
AMG Managers Silvercrest Small Cap I ACRTX -6.82 -11.73 -14.74 -11.01 6.96 5.58
AMG Managers Silvercrest Small Cap Z ACZTX -6.76 -11.62 -14.68 -10.94 --- ---
Voya Small Company A AESAX -7.57 -9.97 -14.76 -9.10 6.33 5.66
Voya Small Company I AESGX -7.53 -9.71 -14.73 -8.85 6.68 5.99
Acuitas US Microcap Institutional AFMCX -9.27 -6.80 -16.46 -6.02 7.05 ---
Affinity Small Cap A AISOX -10.70 -17.60 -16.50 -16.31 2.32 ---
Affinity Small Cap C AISPX -10.77 -18.23 -16.70 -16.92 1.55 ---
Affinity Small Cap I AISQX -10.71 -17.43 -16.47 -16.06 2.58 ---
Alambic Small Cap Growth Plus ALGSX -8.21 -6.95 -13.32 -6.26 --- ---
AlphaOne Small Cap Opportunities Inv AOMAX -8.72 -12.91 -19.43 -12.88 4.62 4.90
AlphaOne Small Cap Opportunities Instl AOMCX -8.64 -12.71 -19.36 -12.61 4.85 5.11
AMG River Road Small-Mid Cap Value I ARIMX -6.30 -0.40 -9.49 1.30 12.82 7.69
AMG River Road Small Cap Value I ARSIX -6.59 -2.35 -10.79 -0.93 10.93 6.78
AMG River Road Small-Mid Cap Value N ARSMX -6.43 -0.68 -9.68 0.96 12.55 7.41
Nuveen Small Cap Select I ARSTX -10.19 -4.00 -15.57 -3.59 7.50 6.44
AMG River Road Small Cap Value N ARSVX -6.64 -2.62 -10.92 -1.22 10.63 6.49
AMG River Road Small-Mid Cap Value Z ARSZX -6.31 -0.40 -9.50 1.22 --- ---
AMG River Road Small Cap Value Z ARZMX -6.59 -2.27 -10.79 -0.89 --- ---
Voya Small Company C ASCCX -7.62 -10.58 -14.96 -9.74 5.55 4.88
AllianzGI Small-Cap R6 ASCFX -8.16 --- -14.35 --- --- ---
American Century Small Company I ASCQX -9.87 -8.85 -16.56 -7.83 4.99 4.38
American Century Small Company R ASCRX -9.92 -9.49 -16.72 -8.50 4.26 3.66
AMG Managers Silvercrest Small Cap N ASCTX -6.83 -11.88 -14.78 -11.22 6.69 5.33
Nuveen Small Cap Select R6 ASEFX -10.17 --- -15.42 --- --- ---
Nuveen Small Cap Select R3 ASEIX -10.26 -4.44 -15.68 -4.10 6.96 5.91
361 US Small Cap Equity Inv ASFQX -9.33 -9.49 -17.08 -9.25 --- ---
361 US Small Cap Equity Y ASFWX -9.39 -9.15 -17.03 -8.99 --- ---
361 US Small Cap Equity I ASFZX -9.29 -9.21 -17.01 -8.96 --- ---
American Century Small Company A ASQAX -9.90 -9.24 -16.67 -8.26 4.52 3.92
American Century Small Company C ASQCX -10.06 -9.93 -16.87 -9.05 3.72 3.14
American Century Small Company R5 ASQGX -9.93 -8.91 -16.61 -7.95 --- ---
American Century Small Company Inv ASQIX -9.92 -9.07 -16.65 -8.11 4.77 4.17
Invesco Select Companies A ATIAX -7.90 -8.78 -12.55 -5.87 10.28 5.00
Invesco Select Companies C ATICX -8.02 -9.47 -12.77 -6.58 9.44 4.21
Invesco Select Companies R5 ATIIX -7.88 -8.51 -12.50 -5.56 10.64 5.35
Invesco Select Companies R ATIRX -7.93 -9.01 -12.63 -6.12 9.99 4.74
Invesco Select Companies R6 ATISX -7.86 -8.41 -12.48 -5.46 --- ---
Invesco Select Companies Y ATIYX -7.89 -8.56 -12.51 -5.62 10.56 5.27
Auer Growth AUERX -11.47 -18.48 -17.11 -15.12 3.36 -1.98
AllianzGI Small-Cap A AZBAX -8.21 -3.33 -14.42 -2.57 9.43 6.79
AllianzGI Small-Cap C AZBCX -8.22 -4.04 -14.64 -3.31 8.59 5.99
AllianzGI Small-Cap Institutional AZBIX -8.16 -2.99 -14.35 -2.19 9.82 7.17
AllianzGI Small-Cap P AZBPX -8.13 -3.06 -14.37 -2.25 9.71 7.07
American Beacon Zebra Small Cap Eq A AZSAX -7.49 -5.61 -14.76 -5.33 8.48 6.09
American Beacon Zebra Small Cap Eq C AZSCX -7.51 -6.26 -14.88 -5.96 7.68 5.30
American Beacon Zebra Small Cap Eq Inst AZSIX -7.42 -5.21 -14.62 -4.92 8.93 6.53
American Beacon Zebra Small Cap Eq Inv AZSPX -7.50 -5.61 -14.72 -5.31 8.50 6.11
American Beacon Zebra Small Cap Eq Y AZSYX -7.43 -5.35 -14.63 -5.01 8.82 6.43
Brown Advisory Sm-Cp Fundamental Val Adv BAUAX -7.51 -7.90 -14.37 -7.80 6.70 4.84
Brown Advisory Small-Cap Fdmtl Val Instl BAUUX -7.46 -7.56 -14.28 -7.43 7.13 5.26
BMO Small-Cap Core A BCCAX -8.88 -11.58 -17.26 -11.00 6.59 ---
iShares Russell 2000 Small-Cap Idx K BDBKX -8.26 -4.48 -15.15 -3.43 9.11 6.55
iShares Russell 2000 Small-Cap Idx Inv P BDBPX -8.30 --- -15.21 --- --- ---
BlackRock Advantage Small Cap Core Inv A BDSAX -9.22 -3.23 -15.95 -2.59 8.62 6.85
BlackRock Advantage Small Cap Core Inv C BDSCX -9.27 -3.90 -16.12 -3.33 7.80 6.04
BlackRock Advantage Small Cap Core Instl BDSIX -9.18 -2.98 -15.88 -2.33 8.92 7.14
BlackRock Advantage Small Cap Core K BDSKX -9.23 -2.95 -15.93 -2.38 --- ---
Brown Advisory Sm-Cp Fundamental Val Inv BIAUX -7.47 -7.70 -14.30 -7.58 6.98 5.11
Baird Small/Mid Cap Value Institutional BMVIX -5.84 -10.46 -13.65 -9.15 5.02 ---
Baird Small/Mid Cap Value Investor BMVSX -5.86 -10.65 -13.71 -9.43 4.75 ---
Bogle Investment Mgmt Sm Cp Gr Instl BOGIX -11.97 -9.48 -18.42 -6.61 7.59 4.83
Dreyfus/The Boston Company Sm Cp Val C BOSCX -8.00 -2.49 -11.26 -1.62 --- ---
Dreyfus/The Boston Company Sm Cp Val Y BOSYX -7.94 -1.38 -10.97 -0.42 --- ---
MFS® Blended Research Small Cap Eq B BRSBX -7.42 0.70 -12.87 2.18 9.87 ---
MFS® Blended Research Small Cap Eq A BRSDX -7.38 1.40 -12.70 2.92 10.69 ---
MFS® Blended Research Small Cap Eq C BRSHX -7.42 0.71 -12.88 2.18 9.86 ---
Bridgeway Ultra-Small Company Market BRSIX -10.21 -8.77 -17.81 -6.38 7.36 4.33
MFS® Blended Research Small Cap Eq I BRSJX -7.33 1.70 -12.62 3.27 10.99 ---
MFS® Blended Research Small Cap Eq 529A BRSNX -7.37 1.32 -12.75 2.82 --- ---
MFS® Blended Research Small Cap Eq R1 BRSPX -7.42 0.70 -12.87 2.18 9.87 ---
MFS® Blended Research Small Cap Eq 529B BRSQX -7.43 0.63 -12.89 2.10 --- ---
MFS® Blended Research Small Cap Eq R2 BRSSX -7.38 1.16 -12.77 2.70 10.42 ---
MFS® Blended Research Small Cap Eq R3 BRSTX -7.35 1.39 -12.72 2.92 10.67 ---
MFS® Blended Research Small Cap Eq R4 BRSUX -7.33 1.62 -12.62 3.24 10.98 ---
MFS® Blended Research Small Cap Eq 529C BRSWX -7.43 0.63 -12.90 2.10 --- ---
MFS® Blended Research Small Cap Eq R6 BRSYX -7.39 1.70 -12.67 3.30 11.04 ---
BMO Small-Cap Core I BSCNX -8.89 -11.44 -17.26 -10.86 6.84 ---
Bernzott US Small Cap Value BSCVX -7.90 -0.11 -14.09 0.61 11.77 7.88
iShares Russell Small/Mid-Cap Idx Inv A BSMAX -7.06 -4.27 -13.42 -3.01 8.70 ---
iShares Russell Small/Mid-Cap Idx Instl BSMIX -7.05 -4.09 -13.34 -2.69 8.92 ---
iShares Russell Small/Mid-Cap Idx K BSMKX -6.98 -4.06 -13.33 -2.65 8.96 ---
William Blair Small-Mid Cap Value N BSMNX -6.74 -8.18 -11.99 -7.69 5.96 4.67
Baird SmallCap Value Institutional BSVIX -5.80 -12.12 -14.93 -11.08 5.38 3.03
Baird SmallCap Value Investor BSVSX -5.83 -12.37 -15.03 -11.34 5.11 2.76
Broadview Opportunity BVAOX -8.50 -4.50 -14.01 -3.67 6.34 3.63
William Blair Small Cap Value I BVDIX -7.19 -8.89 -12.89 -9.41 6.62 4.66
Cambiar Small Cap Inv CAMSX -7.39 -6.71 -14.05 -5.35 3.72 1.27
Cambiar Small Cap Instl CAMZX -7.32 -6.61 -13.97 -5.25 3.89 1.47
Cardinal Small Cap Value Institutional CCMSX -6.45 -9.37 -15.63 -8.46 6.27 ---
Calvert Small-Cap A CCVAX -4.90 -1.00 -11.78 -0.37 9.28 7.68
Crawford Dividend Opportunity C CDOCX -5.20 -4.08 -10.89 -4.27 9.88 ---
Crawford Dividend Opportunity CDOFX -5.12 -3.19 -10.69 -3.33 10.98 8.56
Columbia Disciplined Small Core Adv CFFRX -9.20 -11.01 -16.11 -10.90 2.32 1.04
Convergence Opportunities Institutional CIPOX -9.12 -9.50 -13.90 -9.61 4.80 4.79
Cortina Small Cap Value Investor CISVX -6.56 -10.20 -13.23 -8.90 4.24 ---
Columbia Disciplined Small Core Inst2 CLLRX -9.12 -10.91 -16.07 -10.81 2.44 1.19
Columbia Disciplined Small Core Inst3 CPFRX -9.01 -10.78 -15.99 -10.68 2.53 1.26
CRM Small Cap Value Instl CRISX -6.86 -8.79 -12.80 -8.12 8.39 6.49
CRM Small Cap Value Inv CRMSX -6.91 -9.02 -12.88 -8.37 8.12 6.24
Cortina Small Cap Value Institutional CRSVX -6.54 -9.97 -13.15 -8.64 4.50 2.23
Cove Street Capital Small Cap Val Instl CSCAX -5.57 -4.15 -7.86 -2.34 5.24 3.26
Calvert Small-Cap C CSCCX -4.95 -1.70 -11.94 -1.12 8.46 6.86
Columbia Disciplined Small Core T CSCWX -9.10 -11.18 -16.04 -11.06 2.10 0.82
Columbia Small Cap Index T CSMWX -9.51 -3.46 -16.83 -2.54 10.15 ---
Columbia Select Small Cap Value Adv CSPRX -7.92 -8.18 -14.01 -7.21 4.28 4.11
Columbia Small Cap Index Inst3 CSPYX -9.70 -3.45 -16.95 -2.49 --- ---
Columbia Select Small Cap Value Inst3 CSSYX -7.92 -8.09 -14.02 -7.14 4.42 ---
Columbia Select Small Cap Value Inst CSSZX -7.90 -8.17 -14.01 -7.23 4.28 4.11
Calvert Small-Cap I CSVIX -5.07 -0.93 -11.90 -0.23 9.64 8.12
Chartwell Small Cap Value CWSIX -6.91 -6.77 -12.88 -6.98 8.18 5.45
Columbia Small Cap Index Inst2 CXXRX -9.64 -3.42 -16.92 -2.46 10.37 7.84
Delaware Small Cap Core A DCCAX -8.86 -5.34 -16.72 -4.76 8.26 7.07
Delaware Small Cap Core C DCCCX -8.90 -5.98 -16.83 -5.47 7.46 6.28
Delaware Small Cap Core I DCCIX -8.84 -5.10 -16.65 -4.51 8.53 7.35
Delaware Small Cap Core R DCCRX -8.86 -5.51 -16.74 -5.00 7.99 6.81
Delaware Small Cap Core R6 DCZRX -8.83 -4.98 -16.63 -4.38 --- ---
DFA US Micro Cap I DFSCX -9.37 -5.62 -16.05 -4.76 8.63 6.18
DFA US Small Cap I DFSTX -9.05 -6.88 -15.27 -5.90 7.52 5.92
DFA Tax-Managed US Small Cap DFTSX -8.76 -7.15 -15.30 -6.29 7.64 5.89
DGHM MicroCap Value Institutional DGMIX -8.15 -8.74 -16.75 -8.78 --- ---
DGHM MicroCap Value Investor DGMMX -8.16 -8.97 -16.83 -9.03 --- ---
Dreyfus Small Cap Stock Index I DISIX -8.62 -2.28 -15.99 -1.33 --- ---
Dreyfus Small Cap Stock Index Inv DISSX -8.66 -2.53 -16.02 -1.56 10.35 7.82
MassMutual Premier Small Cap Opps A DLBMX -8.37 -4.27 -15.03 -3.46 7.76 6.76
Dreyfus Select Managers Small Cap Val C DMECX -8.19 -9.36 -15.00 -8.93 5.67 3.20
Dreyfus Select Managers Small Cap Val A DMVAX -8.16 -8.75 -14.86 -8.24 6.42 3.94
Dreyfus Select Managers Small Cap Val I DMVIX -8.16 -8.49 -14.81 -7.99 6.77 4.28
Dreyfus Select Managers Small Cap Val Y DMVYX -8.17 -8.46 -14.82 -7.96 6.80 4.29
Davenport Small Cap Focus DSCPX -5.56 -10.40 -13.39 -8.42 9.99 ---
Wilshire Small Company Value Invmt DTSVX -7.88 -10.05 -15.59 -9.12 5.96 5.13
Emerald Small Cap Value A ELASX -8.72 -14.18 -17.74 -13.99 5.60 ---
Emerald Small Cap Value C ELCSX -8.79 -14.67 -17.84 -14.54 4.89 ---
Empiric 2500 A EMCAX -8.88 1.12 -16.58 2.98 9.45 5.64
Empiric 2500 C EMCCX -8.96 0.39 -16.74 2.17 8.59 4.84
Nuveen Small Cap Select A EMGRX -10.18 -4.13 -15.52 -3.71 7.27 6.19
Russell 2000 Equal Weight PR USD F00000MFRM -9.73 -8.09 -15.89 -6.34 7.01 2.81
Russell 2000 Equal Weight NR USD F00000MFRO -9.64 -7.44 -15.71 -5.61 7.88 3.64
Russell 2000 Equal Weight TR USD F00000MFRP -9.60 -7.17 -15.64 -5.30 8.24 3.98
Russell RAFI US SC TR USD F00000MFUV -7.83 -5.37 -13.07 -4.08 8.81 7.05
Russell RAFI US SC PR USD F00000MFUX -8.00 -6.83 -13.46 -5.74 6.95 5.32
Russell RAFI US SC NR USD F00000MFUZ -7.88 -5.81 -13.18 -4.58 8.26 6.54
Russell 2000 Defensive PR USD F00000MFWE -6.85 -4.05 -13.02 -4.54 7.98 6.26
Russell 2000 Defensive TR USD F00000MFWF -6.67 -2.47 -12.59 -2.79 10.04 8.23
Russell 2000 Defensive NR USD F00000MFWG -6.73 -2.94 -12.72 -3.31 9.42 7.64
Russell 2500 NR USD F00000NHX3 -7.11 -4.28 -13.29 -2.98 8.51 6.70
Russell 2500 Defensive PR USD F00000OS11 -5.46 -2.63 -11.13 -2.93 8.93 7.82
Russell 2500 Defensive TR USD F00000OS12 -5.27 -0.98 -10.68 -1.11 11.00 9.81
Russell 2500 Dynamic PR USD F00000OS13 -8.25 -6.71 -14.92 -4.73 6.26 4.10
Russell 2500 Dynamic TR USD F00000OS14 -8.12 -5.65 -14.65 -3.53 7.67 5.45
Russell 2500 Defensive NR USD F00000P2OX -5.33 -1.47 -10.81 -1.65 10.39 9.23
Russell 2500 Dynamic NR USD F00000P2OY -8.16 -5.95 -14.73 -3.88 7.27 5.06
Russell 2000 NR USD F00000T5ID -8.38 -4.92 -15.27 -3.89 8.60 6.08
Russell US HEDI SC Low TR USD F00000XKQR -7.60 -3.64 -14.06 -3.07 9.87 7.60
Russell US HEDI SC Mod TR USD F00000XKQU -7.07 -2.77 -13.30 -2.65 10.24 8.00
JPM Div Factor US SC Eq PR USD F00000XX6F -7.22 -3.47 -13.10 -3.02 8.42 6.31
JPM Div Factor US SC Eq TR USD F00000XX6G -7.07 -2.26 -12.78 -1.68 10.06 7.98
JPM Div Factor US SC Eq NC TR USD F00000XX6H -7.09 -2.52 -12.85 -1.97 9.72 7.66
Morningstar US Small Cap NR USD F000010SC1 -7.62 -5.83 -14.10 -4.48 7.94 5.97
Morningstar US Small Core NR USD F000010SC4 -7.44 -7.79 -12.66 -6.18 7.47 5.79
FAM Small Cap Institutional FAMDX -5.06 -5.42 -14.67 -4.60 --- ---
FAM Small Cap Investor FAMFX -5.02 -5.55 -14.68 -4.78 5.51 5.39
Fidelity® Event Driven Opportunities FARNX -10.14 -13.66 -15.56 -11.37 7.08 ---
Fidelity Advisor® Event Driven Opps C FATJX -10.18 -15.07 -16.12 -12.93 5.31 ---
Fidelity Advisor® Stock Selector Sm Cp A FCDAX -7.67 -3.51 -15.29 -2.63 6.37 5.58
Fidelity Advisor® Stock Selector Sm Cp C FCDCX -7.74 -4.28 -15.49 -3.46 5.48 4.71
Fidelity Advisor® Stock Selector Sm Cp I FCDIX -7.64 -3.29 -15.24 -2.37 6.67 5.88
Fidelity Advisor® Stock Selector Sm Cp M FCDTX -7.70 -3.84 -15.38 -2.99 5.99 5.21
Fidelity Advisor® Event Driven Opps A FCHSX -10.14 -14.44 -15.97 -12.26 6.09 ---
Fidelity® Small Cap Enhanced Index FCPEX -9.76 -7.89 -16.42 -6.83 5.49 5.26
Fidelity® Flex Small Cap FCUTX -7.60 -2.46 -14.28 -0.67 --- ---
Fidelity® Stock Selector Small Cap FDSCX -7.64 -3.28 -15.23 -2.34 6.68 5.87
Federated Equity Advantage A FEKAX -4.25 -13.25 -10.96 -10.51 --- ---
Federated Equity Advantage IS FEKIX -4.22 -13.06 -10.91 -10.32 --- ---
Nuveen Small Cap Select C FHMCX -10.22 -4.83 -15.66 -4.50 6.47 5.41
Fidelity Advisor® Event Driven Opps Z FIJVX -10.09 --- --- --- --- ---
Fidelity® Series Small Cap Discovery FJACX -5.92 -8.52 -12.33 -6.88 4.82 4.17
Fidelity Advisor® Event Driven Opps M FJPDX -10.12 -14.66 -16.04 -12.54 5.85 ---
Fidelity® Small Cap Stock K6 FKICX -6.69 -6.31 -14.43 -4.57 --- ---
Fidelity® Flex Small Cap Index FLXSX -9.21 -5.49 -15.98 -4.42 --- ---
Fidelity Advisor® Event Driven Opps I FMRMX -10.16 -14.27 -15.97 -12.10 6.36 ---
Tributary Small Company Instl Plus FOSBX -7.12 -3.84 -12.89 -4.01 8.50 7.31
Tributary Small Company Instl FOSCX -7.14 -4.04 -12.93 -4.20 8.26 7.08
Russell Micro Cap PR USD FOUSA063V3 -9.14 -6.98 -17.27 -5.60 6.70 4.22
Russell Developed xJPN SC TR USD FOUSA093RD -7.96 -8.87 -14.06 -6.36 7.29 4.92
Russell Developed xJPN SC NR USD FOUSA093RF -7.99 -9.19 -14.14 -6.72 6.85 4.47
Russell Developed xJPN SC PR USD FOUSA093RH -8.10 -10.37 -14.40 -8.02 5.30 2.96
Russell Developed xJPN SC TR Hdg USD FOUSA093RJ -7.53 -6.30 -13.57 -4.40 8.11 6.78
Russell North America SC TR USD FOUSA09BEC -8.30 -5.62 -14.84 -4.13 8.80 5.61
Russell North America SC NR USD FOUSA09BEE -8.34 -5.95 -14.93 -4.51 8.35 5.17
Russell North America SC PR USD FOUSA09BEG -8.43 -6.77 -15.15 -5.44 7.22 4.09
Russell USA SC TR USD FOUSA09CT2 -8.34 -4.60 -15.18 -3.53 9.04 6.50
Russell USA SC NR USD FOUSA09CT4 -8.38 -4.93 -15.27 -3.90 8.60 6.08
Russell USA SC PR USD FOUSA09CT6 -8.47 -5.69 -15.47 -4.76 7.54 5.06
Frontier Phocas Small Cap Value Instl FPSVX -7.85 -10.18 -15.43 -9.20 5.23 4.88
Frontier Phocas Small Cap Value Service FPVSX -7.90 -10.18 -15.49 -9.22 --- ---
Fidelity Advisor® Small Cap A FSCDX -8.34 -10.96 -15.76 -9.68 2.42 3.78
Fidelity Advisor® Small Cap C FSCEX -8.41 -11.61 -15.88 -10.33 1.66 3.00
Fidelity Advisor® Small Cap I FSCIX -8.35 -10.77 -15.72 -9.45 2.70 4.06
Fidelity® Small Cap Discovery FSCRX -5.27 -8.59 -11.53 -6.97 4.75 3.76
Fidelity Advisor® Small Cap M FSCTX -8.34 -11.14 -15.79 -9.87 2.20 3.55
Fidelity® Small Cap Stock FSLCX -6.65 -5.79 -14.45 -3.98 5.69 6.55
Fidelity® Series Small Cap Opps FSOPX -7.60 -2.35 -14.96 -1.46 7.06 5.76
Fidelity Advisor® Series Small Cap FSSFX -8.05 -9.82 -15.37 -8.43 3.31 4.07
Fidelity® Small Cap Index FSSNX -8.31 -4.44 -15.13 -3.37 9.25 6.72
Fidelity Advisor® Stock Selector Sm Cp Z FSSZX -7.63 -3.17 -15.22 -2.24 --- ---
Fuller & Thaler Behav Sm-Cp Eq R6 FTHFX -7.60 -8.89 -16.21 -7.62 10.51 8.93
Fuller & Thaler Behav Sm-Cp Eq Inv FTHNX -7.63 -9.20 -16.26 -7.92 10.18 8.60
Fuller & Thaler Behav Sm-Cp Eq Inst FTHSX -7.61 -8.96 -16.22 -7.71 10.38 8.79
Fidelity Advisor® Small Cap Z FZAOX -8.34 -10.64 -15.65 -9.31 2.86 4.21
Gabelli Small Cap Growth AAA GABSX -7.12 -10.72 -12.50 -9.36 6.70 5.07
Gabelli Small Cap Growth I GACIX -7.07 -10.49 -12.44 -9.11 6.98 5.34
Gabelli Small Cap Growth A GCASX -7.11 -10.71 -12.51 -9.35 6.70 5.08
Gabelli Small Cap Growth C GCCSX -7.17 -11.34 -12.65 -10.03 5.91 4.29
Goldman Sachs Small Cap Eq Insghts A GCSAX -8.89 -3.34 -15.58 -2.25 8.57 7.20
Goldman Sachs Small Cap Eq Insghts C GCSCX -8.99 -4.08 -15.76 -3.01 7.74 6.39
Goldman Sachs Small Cap Eq Insghts Instl GCSIX -8.87 -3.00 -15.49 -1.90 9.00 7.63
Goldman Sachs Small Cap Eq Insghts Svc GCSSX -8.92 -3.47 -15.61 -2.41 8.45 7.09
Goldman Sachs Small Cap Eq Insghts R6 GCSUX -8.87 -3.00 -15.52 -1.88 9.02 ---
Goldman Sachs Small Cap Eq Insghts R GDSRX -8.94 -3.61 -15.67 -2.55 8.29 6.92
Goldman Sachs Small Cap Eq Insghts Inv GDSTX -8.90 -3.13 -15.55 -2.03 8.83 7.47
Gator Focus Institutional GFFIX -8.00 -7.25 -15.89 -5.96 6.50 -1.22
GuideMark® Small/Mid Cap Core Instl GISMX 0.00 --- 0.00 --- --- ---
Great Lakes Small Cap Opportunity Inv GLSCX -6.59 -0.69 -7.83 0.77 9.77 5.25
Great Lakes Small Cap Opportunity Instl GLSIX -6.58 -0.45 -7.80 0.99 10.03 5.51
Goldman Sachs Small Cap Eq Insghts P GMAPX -8.87 --- -15.52 --- --- ---
Nationwide Small Cap Index A GMRAX -8.37 -5.07 -15.33 -4.08 8.49 6.01
Nationwide Small Cap Index C GMRCX -8.47 -5.67 -15.44 -4.75 7.74 5.27
Nationwide Small Cap Index R6 GMRIX -8.33 -4.70 -15.19 -3.64 8.95 6.45
GuideMark® Small/Mid Cap Core Service GMSMX -8.12 -3.54 -14.75 -2.51 8.28 6.05
Nationwide Small Cap Index R GMSRX -8.40 -5.37 -15.38 -4.37 8.25 5.82
Glenmede Quant US Small Cap Equity GQSCX -7.91 -4.53 -12.91 -3.46 --- ---
GuideStone Funds Small Cap Equity Instl GSCYX -9.18 -6.21 -16.73 -4.98 6.68 4.75
GuideStone Funds Small Cap Equity Inv GSCZX -9.24 -6.48 -16.84 -5.26 6.36 4.48
Goldman Sachs Small Cap Value R GSQRX -7.01 -8.09 -12.65 -6.54 7.37 5.49
Goldman Sachs Small Cap Value Inv GSQTX -6.97 -7.65 -12.54 -6.05 7.91 6.02
Goldman Sachs Small Cap Value C GSSCX -7.05 -8.53 -12.75 -7.00 6.83 4.96
Goldman Sachs Small Cap Value Instl GSSIX -6.96 -7.54 -12.51 -5.93 8.06 6.17
Goldman Sachs Small Cap Value A GSSMX -7.00 -7.87 -12.59 -6.29 7.63 5.75
Goldman Sachs Small Cap Value Svc GSSSX -7.00 -7.97 -12.62 -6.40 7.52 5.64
Goldman Sachs Small Cap Value R6 GSSUX -6.95 -7.53 -12.50 -5.92 8.08 ---
Goldman Sachs Small Cap Value P GSYPX -6.96 --- -12.51 --- --- ---
Glenmede Small Cap Equity Adv GTCSX -8.40 -7.60 -14.30 -6.48 6.77 5.32
Glenmede Small Cap Equity Instl GTSCX -8.38 -7.42 -14.26 -6.28 6.99 5.53
Harbor Small Cap Value Instl HASCX -7.57 -10.19 -14.53 -9.44 9.32 7.52
Hodges Small Cap Retail HDPSX -12.62 -9.24 -18.22 -5.18 3.25 2.90
Hodges Small Cap Institutional HDSIX -12.60 -9.07 -18.16 -4.95 3.54 3.20
Hodges Small Intrinsic Value Retail HDSVX -9.98 -14.97 -19.61 -13.82 2.27 ---
Hennessy Cornerstone Growth Investor HFCGX -11.08 -15.50 -17.51 -13.89 0.91 4.62
Hancock Horizon Burkenroad Sm Cp Inv HHBUX -8.24 -8.49 -15.77 -7.36 5.54 4.17
Hancock Horizon US Small Cap C HHSCX -10.38 -20.20 -18.37 -20.03 -1.72 ---
Hancock Horizon Burkenroad Sm Cp Instl HIBUX -8.20 -8.34 -15.75 -7.20 --- ---
Hennessy Cornerstone Growth Inst HICGX -11.03 -15.22 -17.41 -13.58 1.25 4.91
Harbor Small Cap Value Investor HISVX -7.60 -10.52 -14.62 -9.81 8.91 7.12
Hartford MidCap Growth HLS IA HMCSX -5.20 -4.03 -11.87 -3.15 7.60 5.76
Hartford MidCap Growth HLS IB HMCVX -5.24 -4.20 -11.94 -3.43 7.33 5.50
Hancock Horizon Microcap Inv HMIAX -9.15 -14.27 -16.90 -14.62 3.28 ---
Hancock Horizon Microcap C HMICX -9.22 -14.88 -17.02 -15.22 2.52 ---
Hancock Horizon Microcap Instl HMIIX -9.10 -14.05 -16.84 -14.40 3.55 ---
Harbor Small Cap Value Retirement HNVRX -7.57 -10.16 -14.52 -9.40 --- ---
Hartford Schroders US Small Cap Opps C HOOCX -7.37 -6.24 -12.17 -5.58 --- ---
Hartford Schroders US Small Cap Opps F HOOFX -7.26 -5.21 -11.94 -4.49 --- ---
Hartford Schroders US Small Cap Opps R3 HOORX -7.32 -5.78 -12.06 -5.08 --- ---
Hartford Schroders US Small Cap Opps R4 HOOSX -7.27 -5.37 -11.97 -4.64 --- ---
Hartford Schroders US Small Cap Opps R5 HOOTX -7.27 -5.29 -11.96 -4.58 --- ---
Hartford Schroders US Small Cap Opps Y HOOYX -7.23 -5.21 -11.91 -4.46 --- ---
Hancock Horizon US Small Cap Inv HSCAX -10.35 -19.61 -18.21 -19.40 -0.96 ---
Hancock Horizon US Small Cap Instl HSCIX -10.29 -19.42 -18.14 -19.21 -0.72 ---
Homestead Small Company Stock HSCSX -10.30 -20.72 -20.85 -20.45 0.32 2.26
Hartford Small Cap Value I HSEIX -6.73 -3.87 -13.07 -2.80 6.60 ---
Hartford Small Cap Value A HSMAX -6.81 -4.16 -13.16 -3.12 6.27 4.59
Hartford Small Cap Value F HSMFX -6.73 -3.80 -13.07 -2.71 --- ---
Hartford Small Cap Value R3 HSMRX -6.77 -4.33 -13.19 -3.26 6.05 4.39
Hartford Small Cap Value R4 HSMSX -6.78 -4.15 -13.19 -3.11 6.34 4.68
Hartford Small Cap Value R5 HSMTX -6.71 -3.81 -13.07 -2.74 6.68 5.01
Hartford Small Cap Value R6 HSMVX -6.71 --- -13.02 --- --- ---
Hartford Small Cap Value Y HSMYX -6.78 -3.81 -13.08 -2.77 6.70 5.06
Harbor Small Cap Value Admin HSVRX -7.59 -10.40 -14.59 -9.68 9.06 7.25
Highland Small-Cap Equity A HSZAX -5.75 -1.37 -12.80 5.85 13.35 7.47
Highland Small-Cap Equity C HSZCX -5.79 -2.05 -13.02 4.99 12.53 6.67
Highland Small-Cap Equity Y HSZYX -5.74 -1.31 -12.80 5.99 13.61 7.72
Hartford Small Cap Value C HTSCX -6.83 -4.81 -13.29 -3.85 5.50 3.83
Hancock Horizon Burkenroad Sm Cp D HYBUX -8.24 -8.14 -15.44 -7.01 5.50 4.04
Voya Small Company Port A IASCX -7.47 -9.91 -14.73 -9.04 6.45 5.87
ICM Small Company ICSCX -7.79 -7.60 -16.51 -7.61 10.08 7.01
Voya Russell Small Cap Index Port I IIRSX -8.36 -4.85 -15.28 -3.80 8.75 6.30
VY® JPMorgan Small Cap Core Equity A IJSAX -7.68 -4.27 -14.39 -3.75 9.36 7.28
VY® JPMorgan Small Cap Core Equity I IJSIX -7.64 -3.76 -14.28 -3.17 10.02 7.93
VY® JPMorgan Small Cap Core Equity S IJSSX -7.60 -3.91 -14.29 -3.36 9.75 7.67
VY® JPMorgan Small Cap Core Equity S2 IJSTX -7.63 -4.07 -14.35 -3.52 9.58 7.50
Voya Index Plus SmallCap Port I IPSIX -8.76 -5.94 -15.66 -4.91 8.65 6.61
Voya Index Plus SmallCap Port S IPSSX -8.79 -6.14 -15.73 -5.14 8.38 6.35
Voya Russell Small Cap Index Port S2 IRCIX -8.39 -5.16 -15.32 -4.15 8.33 5.89
Voya Russell Small Cap Index Port A IRSIX -8.45 -5.27 -15.37 -4.32 8.21 5.78
Voya Russell Small Cap Index Port S IRSSX -8.37 -5.03 -15.29 -4.04 8.49 6.04
Voya Small Company O ISCOX -6.84 -9.99 -14.78 -9.12 6.33 5.67
Voya Small Company W ISMWX -7.56 -9.79 -14.72 -8.90 6.62 5.93
Voya Small Company R6 ISMZX -7.52 -9.64 -14.71 -8.76 6.78 6.08
Ivy Small Cap Core N ISPVX -8.79 -4.16 -16.54 -3.60 11.42 ---
Voya Small Company Port I IVCSX -7.38 -9.48 -14.57 -8.57 7.01 6.41
Voya Small Company Port S IVPSX -7.37 -9.68 -14.63 -8.79 6.73 6.15
Ivy Small Cap Core I IVVIX -8.82 -4.29 -16.56 -3.72 11.27 8.08
Ivy Small Cap Core T IYCTX -8.83 -4.42 -16.61 -3.87 --- ---
Ivy Small Cap Core A IYSAX -8.86 -4.63 -16.66 -4.09 10.84 7.64
Ivy Small Cap Core B IYSBX -8.95 -5.40 -16.86 -4.95 9.81 6.63
Ivy Small Cap Core C IYSCX -8.89 -5.23 -16.77 -4.74 10.09 6.91
Ivy Small Cap Core R IYSMX -8.87 -4.82 -16.69 -4.29 10.60 7.44
Ivy Small Cap Core Y IYSYX -8.82 -4.57 -16.65 -4.01 10.96 7.80
JHancock New Opportunities A JASOX -8.97 -7.05 -15.85 -5.50 7.13 ---
JHancock New Opportunities C JBSOX -9.01 -7.68 -15.99 -6.16 6.38 ---
JHancock Small Cap Core A JCCAX -5.87 -12.36 -13.93 -12.03 --- ---
JHancock Small Cap Core I JCCIX -5.79 -12.22 -13.86 -11.85 8.48 ---
JPMorgan Small Cap Core R3 JGAUX -8.72 -5.73 -15.65 -5.24 --- ---
JPMorgan Small Cap Core R4 JGREX -8.70 -5.49 -15.60 -4.99 --- ---
JHancock New Opportunities I JHSOX -8.94 -6.80 -15.78 -5.20 7.47 ---
JHFunds 2 Small Company Value NAV JHSVX -7.22 -6.40 -13.89 -5.77 10.02 5.94
JHancock New Opportunities 1 JISOX -8.95 -6.76 -15.77 -5.18 7.53 4.87
JHFunds 2 Small Company Value 1 JISVX -7.21 -6.43 -13.87 -5.80 9.97 5.89
James Micro Cap JMCRX -7.64 -12.73 -16.65 -12.55 0.81 4.32
JPMorgan Market Expansion Enh Idx R2 JMEZX -7.55 -7.89 -13.90 -7.22 7.48 6.99
JHancock Small Cap Core R6 JORSX -5.87 -12.21 -13.92 -11.82 --- ---
JPMorgan Small Cap Core R2 JRJUX -8.74 -5.94 -15.69 -5.47 --- ---
JHancock New Opportunities R1 JRSOX -9.01 -7.44 -15.92 -5.89 6.93 ---
JHancock Small Cap Value A JSCAX -6.66 -6.66 -14.09 -6.96 4.36 ---
JHancock Small Cap Value I JSCBX -6.59 -6.41 -14.01 -6.70 4.68 ---
JHancock Small Cap Value R6 JSCCX -6.58 -6.32 -14.00 -6.61 4.78 ---
JHancock Small Cap Value NAV JSCNX -6.59 -6.28 -13.97 -6.55 4.81 5.01
JPMorgan US Small Company I JSCSX -7.04 -5.35 -13.66 -4.46 6.64 6.02
JPMorgan US Small Company R2 JSCZX -7.08 -5.84 -13.75 -4.94 6.09 5.49
JPMorgan Small Cap Equity C JSECX -6.56 -3.02 -13.12 -2.47 9.72 7.54
JPMorgan Small Cap Equity R3 JSEPX -6.53 -2.55 -13.01 -1.97 --- ---
JPMorgan Small Cap Equity R4 JSEQX -6.50 -2.33 -12.96 -1.73 --- ---
JPMorgan Small Cap Equity R5 JSERX -6.50 -2.15 -12.92 -1.54 10.80 8.61
JPMorgan Small Cap Equity R2 JSEZX -6.56 -2.79 -13.08 -2.23 9.99 7.81
JHancock New Opportunities R2 JSSOX -8.96 -6.98 -15.84 -5.39 7.26 ---
JHancock New Opportunities R3 JTSOX -8.96 -7.17 -15.85 -5.62 7.03 ---
JPMorgan US Small Company A JTUAX -7.05 -5.63 -13.73 -4.68 6.35 5.76
JPMorgan US Small Company C JTUCX -7.06 -6.05 -13.83 -5.18 5.82 5.21
JPMorgan US Small Company R6 JUSMX -7.03 -5.14 -13.60 -4.21 6.92 6.30
JHancock New Opportunities R4 JUSOX -8.95 -6.91 -15.79 -5.31 7.39 ---
JPMorgan US Small Company R3 JUSPX -7.03 -5.60 -13.70 -4.69 --- ---
JPMorgan US Small Company R4 JUSQX -7.06 -5.42 -13.66 -4.51 --- ---
JPMorgan US Small Company L JUSSX -6.99 -5.19 -13.61 -4.27 6.83 6.21
JPMorgan US Small Company R5 JUSYX -7.00 -5.20 -13.59 -4.29 --- ---
JHancock New Opportunities R5 JVSOX -8.93 -6.73 -15.76 -5.14 7.58 ---
JHancock New Opportunities R6 JWSOX -8.94 -6.70 -15.75 -5.12 7.56 ---
Catholic Investor Small Cap I KCSIX -8.33 -8.98 -15.69 -8.35 5.29 ---
Catholic Investor Small Cap S KCSSX -8.35 -9.11 -15.67 -8.41 5.19 ---
Catholic Investor Small Cap Investor KCSVX -8.29 -9.21 -15.71 -8.50 --- ---
KP Small Cap Equity Institutional KPSCX -8.91 -3.56 -15.27 -2.35 9.44 ---
Keeley Small Cap Value I KSCIX -8.62 -12.44 -17.32 -12.10 2.12 -0.15
Kinetics Small Cap Opportunities No Load KSCOX -8.70 5.05 -13.54 10.80 17.05 5.97
Keeley Small Cap Value A KSCVX -8.64 -12.65 -17.36 -12.32 1.86 -0.40
Kinetics Small Cap Opportunities Inst KSCYX -8.68 5.20 -13.50 10.98 17.27 6.17
Keeley Small-Mid Cap Value I KSMIX -8.17 -11.48 -14.78 -9.87 7.14 3.27
Keeley Small-Mid Cap Value A KSMVX -8.17 -11.61 -14.81 -10.04 6.88 3.02
Kinetics Small Cap Opportunities Adv A KSOAX -8.73 4.76 -13.59 10.48 16.74 5.69
Kinetics Small Cap Opportunities Adv C KSOCX -8.76 4.27 -13.70 9.93 16.16 5.17
QS US Small Capitalization Equity FI LGSCX -8.92 -9.41 -16.68 -8.35 4.60 4.67
QS US Small Capitalization Equity A LMBAX -8.96 -9.30 -16.62 -8.26 4.63 4.70
QS US Small Capitalization Equity C LMBCX -9.02 -9.95 -16.85 -8.99 3.85 3.91
QS US Small Capitalization Equity IS LMBMX -8.95 -9.08 -16.60 -7.97 5.06 5.14
QS US Small Capitalization Equity I LMSIX -8.91 -9.10 -16.63 -8.06 4.91 5.06
Lord Abbett Small Cap Value A LRSCX -8.09 -5.44 -15.97 -5.13 5.73 4.57
Lord Abbett Small Cap Value F LRSFX -8.08 -5.31 -15.95 -4.99 5.90 4.73
Lord Abbett Small Cap Value F3 LRSOX -8.11 -5.15 -15.93 -4.83 --- ---
Lord Abbett Small Cap Value P LRSPX -8.12 -5.62 -16.04 -5.33 5.52 4.37
Lord Abbett Small Cap Value R2 LRSQX -8.16 -5.77 -16.07 -5.45 5.37 4.21
Lord Abbett Small Cap Value R3 LRSRX -8.14 -5.64 -16.02 -5.32 5.50 4.34
Lord Abbett Small Cap Value R4 LRSSX -8.14 -5.48 -16.01 -5.17 5.73 ---
Lord Abbett Small Cap Value R5 LRSTX -8.10 -5.21 -15.91 -4.88 6.01 ---
Lord Abbett Small Cap Value R6 LRSVX -8.07 -5.15 -15.90 -4.83 6.10 ---
Lord Abbett Small Cap Value I LRSYX -8.10 -5.21 -15.93 -4.89 6.00 4.83
Loomis Sayles Small Cap Value N LSCNX -8.05 -10.57 -14.78 -10.28 6.66 5.46
Loomis Sayles Small Cap Value Retail LSCRX -8.08 -10.86 -14.85 -10.56 6.32 5.13
Columbia Disciplined Small Core A LSMAX -9.10 -11.18 -16.15 -11.06 2.10 0.82
Columbia Disciplined Small Core C LSMCX -9.13 -11.68 -16.16 -11.68 1.36 0.09
Lord Abbett Small Cap Value C LSRCX -8.21 -6.14 -16.15 -5.84 4.96 3.80
Emerald Small Cap Value Investor LSRIX -8.69 -13.97 -17.70 -13.78 5.76 4.81
Emerald Small Cap Value Institutional LSRYX -8.69 -13.90 -17.67 -13.71 5.94 4.99
Loomis Sayles Small Cap Value Instl LSSCX -8.09 -10.64 -14.82 -10.34 6.58 5.39
Loomis Sayles Small Cap Value Admin LSVAX -8.10 -11.06 -14.92 -10.79 6.06 4.86
QS US Small Capitalization Equity A2 LUSAX -9.02 -9.56 -16.77 -8.55 4.39 4.47
Summit GI Small Cap Low Volatility A LVSMX -6.28 -3.64 -14.66 -4.08 --- ---
Lazard US Small-Mid Cap Equity Open LZCOX -6.68 -7.78 -14.57 -6.51 5.77 6.50
Lazard US Small-Mid Cap Equity Instl LZSCX -6.59 -7.49 -14.50 -6.19 6.08 6.83
iShares Russell 2000 Small-Cap Idx Instl MASKX -8.29 -4.54 -15.16 -3.49 9.02 6.49
Madison Small Cap A MASVX -6.63 -7.56 -14.31 -7.97 4.02 4.31
Mutual of America Instl Small Cap Value MAVSX -6.86 -10.45 -13.34 -9.87 4.30 4.01
Madison Small Cap B MBSVX -6.71 -8.27 -14.48 -8.73 3.22 3.51
MassMutual Premier Small Cap Opps R3 MCCRX -8.35 -4.39 -15.04 -3.57 7.60 ---
MM Russell 2000® Small Cap Index A MCJAX -8.35 -5.20 -15.30 -4.12 8.34 5.84
MM Russell 2000® Small Cap Index R4 MCJFX -8.45 -5.15 -15.35 -4.11 8.45 ---
MM Russell 2000® Small Cap Index R5 MCJIX -8.38 -4.77 -15.24 -3.71 8.87 6.37
MM Russell 2000® Small Cap Index Svc MCJSX -8.38 -4.81 -15.23 -3.82 8.73 6.20
MM Russell 2000® Small Cap Index R3 MCJTX -8.43 -5.32 -15.37 -4.32 8.19 ---
MM Russell 2000® Small Cap Index Adm MCJYX -8.36 -4.95 -15.26 -3.91 8.61 6.11
MM Russell 2000® Small Cap Index I MCJZX -8.37 -4.69 -15.22 -3.61 8.99 6.47
iShares Russell 2000 Small-Cap Idx Inv A MDSKX -8.35 -4.79 -15.21 -3.71 8.77 6.23
Morgan Dempsey Small/Micro Cap Value MITYX -8.30 -5.08 -12.69 -5.23 9.57 3.32
Victory Integrity Discovery A MMEAX -9.19 -9.98 -16.04 -10.16 7.78 6.53
Victory Integrity Discovery C MMECX -9.24 -10.64 -16.19 -10.84 6.94 5.71
Victory Integrity Discovery R MMERX -9.21 -10.44 -16.14 -10.65 7.23 6.05
Victory Integrity Discovery Y MMEYX -9.16 -9.77 -15.99 -9.94 8.03 6.80
MassMutual Select Small Cap Val Eq A MMQAX -8.82 -8.71 -16.39 -8.72 5.67 5.05
MassMutual Select Small Cap Val Eq R4 MMQFX -8.81 -8.64 -16.38 -8.63 5.76 ---
MassMutual Select Small Cap Val Eq I MMQIX -8.79 -8.24 -16.29 -8.20 6.26 ---
MassMutual Select Small Cap Val Eq Adm MMQLX -8.75 -8.48 -16.33 -8.44 5.95 5.31
MassMutual Select Small Cap Val Eq R5 MMQSX -8.73 -8.34 -16.28 -8.29 6.16 5.52
MassMutual Select Small Cap Val Eq R3 MMQTX -8.83 -8.83 -16.42 -8.86 5.52 ---
MassMutual Select Small Cap Val Eq Svc MMQYX -8.77 -8.39 -16.31 -8.38 6.04 5.42
Praxis Small Cap Index A MMSCX -7.90 -1.39 -15.41 -0.32 4.26 1.94
Praxis Small Cap Index I MMSIX -7.93 -0.75 -15.31 0.22 4.91 2.57
MainStay Epoch US Small Cap Inv MOINX -5.11 -11.38 -14.02 -10.09 4.35 4.03
MassMutual Premier Small Cap Opps R4 MOORX -8.36 -4.16 -15.01 -3.36 7.88 ---
MainStay Epoch US Small Cap A MOPAX -5.09 -11.17 -13.97 -9.87 4.61 4.31
MainStay Epoch US Small Cap C MOPCX -5.15 -12.00 -14.17 -10.77 3.56 3.25
MainStay Epoch US Small Cap I MOPIX -5.09 -10.98 -13.92 -9.65 4.88 4.57
MainStay Epoch US Small Cap R1 MOPRX -5.06 -11.06 -13.93 -9.73 4.78 4.47
MainStay Epoch US Small Cap B MOTBX -5.16 -12.00 -14.19 -10.77 3.56 3.25
MainStay Epoch US Small Cap R2 MOTRX -5.10 -11.27 -14.00 -9.96 4.51 4.21
MainStay Epoch US Small Cap R3 MOVRX -5.11 -11.47 -14.04 -10.19 --- ---
MassMutual Premier Small Cap Opps R5 MSCDX -8.30 -3.87 -14.92 -2.99 8.26 7.24
Mairs & Power Small Cap MSCFX -6.59 -0.39 -12.64 -0.06 9.87 7.45
MassMutual Premier Small Cap Opps Adm MSCLX -8.31 -4.04 -14.94 -3.15 8.05 7.02
Morningstar US Small Cap PR USD MSCP -7.73 -6.70 -14.33 -5.48 6.75 4.83
Morningstar US Small Cap TR USD MSCPT -7.57 -5.45 -14.00 -4.05 8.45 6.47
Morningstar US Small Core PR USD MSCR -7.56 -8.70 -12.91 -7.20 6.24 4.66
Morningstar US Small Core TR USD MSCRT -7.39 -7.39 -12.55 -5.74 8.00 6.28
MassMutual Premier Small Cap Opps I MSOOX -8.22 -3.73 -14.83 -2.86 8.39 ---
Litman Gregory Masters Smlr Coms Instl MSSFX -7.10 -4.56 -11.57 -1.95 8.15 2.06
MassMutual Premier Small Cap Opps Svc MSVYX -8.32 -3.95 -14.91 -3.09 8.15 7.13
Great-West S&P SmallCap 600® Index Instl MXERX -8.07 -1.70 -15.48 -0.68 11.03 ---
Great-West S&P SmallCap 600® Index Inv MXISX -8.06 -1.97 -15.53 -1.01 10.63 7.87
Great-West Loomis Sayles Sm Cp Val Inv MXLSX -7.87 -10.56 -14.56 -10.25 6.33 5.12
Great-West S&P SmallCap 600® Index L MXNSX -8.12 -2.25 -15.57 -1.30 10.37 7.61
Great-West Loomis Sayles Sm Cp Val Instl MXTFX -7.95 -10.31 -14.53 -9.99 6.71 ---
Madison Small Cap Y MYSVX -6.60 -7.42 -14.26 -7.80 4.25 4.55
Vanguard Small Cap Index Inv NAESX -6.95 -3.12 -12.95 -1.75 9.23 7.18
Natixis Vaughan Nelson Small Cap Value A NEFJX -6.85 -8.70 -13.33 -8.47 4.52 5.24
Natixis Vaughan Nelson Small Cap Value C NEJCX -6.84 -9.35 -13.48 -9.13 3.75 4.44
Natixis Vaughan Nelson Small Cap Value Y NEJYX -6.82 -8.51 -13.25 -8.24 4.79 5.50
Neuberger Berman Intrinsic Value A NINAX -8.43 -2.59 -12.93 -0.79 7.76 6.15
Neuberger Berman Intrinsic Value C NINCX -8.55 -3.31 -13.10 -1.60 6.93 5.36
Neuberger Berman Intrinsic Value Instl NINLX -8.43 -2.33 -12.83 -0.46 8.14 6.54
Columbia Small Cap Index A NMSAX -9.50 -3.46 -16.81 -2.52 10.16 7.61
Columbia Small Cap Index Inst NMSCX -9.67 -3.45 -16.97 -2.51 10.35 7.83
Nuveen NWQ Small-Cap Value A NSCAX -8.63 -12.43 -17.21 -10.62 5.04 4.55
Nuveen NWQ Small-Cap Value C NSCCX -8.68 -13.04 -17.35 -11.28 4.26 3.77
Nuveen NWQ Small-Cap Value R6 NSCFX -8.60 -12.11 -17.13 -10.27 5.48 4.97
Nuveen NWQ Small-Cap Value R3 NSCQX -8.66 -12.64 -17.26 -10.84 4.78 4.29
Nuveen NWQ Small-Cap Value I NSCRX -8.62 -12.22 -17.16 -10.39 5.31 4.81
Northern Small Cap Core NSGRX -7.48 -4.26 -13.95 -3.60 8.45 6.45
Northern Small Cap Index NSIDX -8.33 -4.70 -15.16 -3.59 8.93 6.38
Nuveen NWQ Small/Mid-Cap Value A NSMAX -8.13 -11.05 -16.23 -9.74 4.75 2.87
Nuveen NWQ Small/Mid-Cap Value C NSMCX -8.21 -11.68 -16.40 -10.44 3.97 2.11
Nuveen NWQ Small/Mid-Cap Value I NSMRX -8.14 -10.86 -16.20 -9.55 5.00 3.13
Nationwide WCM Focused Sm Cp A NWGPX -6.01 -5.19 -13.52 -4.23 8.96 7.56
Nationwide WCM Focused Sm Cp C NWGQX -6.04 -5.84 -13.68 -4.93 8.14 6.78
Nationwide WCM Focused Sm Cp Instl Svc NWGSX -5.98 -4.99 -13.48 -3.99 9.26 7.86
Nationwide WCM Focused Sm Cp R6 NWKEX -5.96 -4.87 -13.44 -3.87 9.35 7.94
Nuveen NWQ Small/Mid Cap Value R6 NWQFX -8.10 -10.69 -16.14 -9.36 --- ---
Nuveen NWQ Small/Mid-Cap Value R3 NWQRX -8.17 -11.29 -16.29 -10.00 4.48 2.61
Nationwide Small Cap Index Instl Svc NWXRX -8.34 -4.90 -15.26 -3.87 --- ---
Orchard Small Cap Value I OCSIX -9.35 -12.51 -18.44 -11.25 --- ---
Orchard Small Cap Value N OCSNX -9.35 -12.73 -18.51 -11.46 --- ---
JPMorgan Market Expansion Enh Idx A OMEAX -7.51 -7.59 -13.83 -6.96 7.76 7.26
JPMorgan Market Expansion Enh Idx C OMECX -7.51 -8.00 -13.89 -7.40 7.15 6.60
JPMorgan Market Expansion Enh Idx R6 OMYGX -7.57 --- --- --- --- ---
Oak Ridge Dynamic Small Cap A ORSAX -9.25 -2.85 -16.94 -1.98 8.20 ---
Oak Ridge Dynamic Small Cap I ORSIX -9.12 -2.55 -16.84 -1.68 8.47 ---
Oppenheimer Main Street Small Cap A OSCAX -8.29 -4.10 -14.91 -3.29 7.79 6.71
Oppenheimer Main Street Small Cap C OSCCX -8.33 -4.83 -15.07 -4.03 6.98 5.87
Oppenheimer Main Street Small Cap R OSCNX -8.31 -4.33 -14.95 -3.58 7.50 6.40
Oppenheimer Main Street Small Cap Y OSCYX -8.49 -4.08 -15.06 -3.25 8.01 7.00
Oppenheimer Main Street Small Cap I OSSIX -8.59 -4.08 -15.09 -3.21 8.13 7.11
Pacific Advisors Small Cap Value A PASMX -13.56 -9.46 -19.37 -5.68 6.41 -5.79
T. Rowe Price Small-Cap Value Adv PASVX -7.20 -5.49 -13.61 -5.08 10.01 5.96
PIMCO StocksPLUS® Small A PCKAX -9.01 -5.76 -15.81 -4.91 10.21 6.83
PIMCO StocksPLUS® Small C PCKCX -9.06 -6.44 -15.98 -5.60 9.39 6.02
PIMCO StocksPLUS® Small I2 PCKPX -9.07 -5.51 -15.78 -4.68 10.53 7.14
PIMCO StocksPLUS® Small Administrative PCKTX -9.01 -5.59 -15.79 -4.81 10.40 ---
PACE Small/Medium Co Value Equity P PCSVX -9.04 -9.61 -15.11 -7.71 5.75 5.13
Royce Pennsylvania Mutual Invmt PENNX -8.77 -5.04 -15.12 -3.99 10.51 4.85
PACE Small/Medium Co Value Equity A PEVAX -9.07 -9.75 -15.15 -7.84 5.60 4.99
Pacific Funds Small-Cap C PFACX -8.14 -7.28 -14.09 -6.48 --- ---
Pacific Funds Small/Mid-Cap A PFDAX -7.88 -5.53 -12.86 -4.30 --- ---
Pacific Funds Small-Cap S PFJIX -8.11 -6.44 -13.87 -5.58 7.54 ---
Pacific Funds Small-Cap A PFKAX -8.11 -6.69 -13.94 -5.81 --- ---
Pacific Funds Small/Mid-Cap Advisor PFMDX -7.84 -5.28 -12.86 -4.06 --- ---
Pacific Funds Small/Mid-Cap S PFOIX -7.83 -5.28 -12.79 -3.99 7.56 ---
Paradigm Opportunity PFOPX -8.36 -0.07 -15.68 0.58 9.35 7.36
Pacific Funds Small/Mid-Cap C PFPCX -7.90 -6.14 -13.04 -4.98 --- ---
Pacific Funds Small-Cap Advisor PFQDX -8.06 -6.45 -13.87 -5.53 --- ---
Paradigm Select PFSLX -8.92 -7.56 -15.71 -6.33 7.38 6.54
Pacific Advisors Small Cap Value I PGISX -13.53 -9.25 -19.33 -5.48 6.59 -5.57
JPMorgan Market Expansion Enh Idx I PGMIX -7.57 -7.41 -13.80 -6.79 8.01 7.51
Pacific Advisors Small Cap Value C PGSCX -13.61 -10.07 -19.53 -6.41 5.62 -6.51
Principal SmallCap A PLLAX -7.91 -4.03 -15.31 -2.87 7.00 6.34
Perritt Low Priced Stock Investor PLOWX -9.16 -18.35 -18.85 -17.77 1.82 ---
Perritt MicroCap Opportunities Investor PRCGX -8.41 -11.95 -17.35 -10.69 5.44 3.00
Perritt Ultra MicroCap PREOX -10.11 -16.56 -13.61 -14.53 6.08 2.89
T. Rowe Price Small-Cap Value PRSVX -7.18 -5.40 -13.61 -4.97 10.31 6.25
T. Rowe Price Small-Cap Value I PRVIX -7.17 -5.32 -13.58 -4.86 10.44 ---
Principal SmallCap R1 PSABX -7.93 -4.46 -15.43 -3.29 6.54 5.89
Principal SmallCap S&P 600 Index R1 PSAPX -8.69 -3.10 -16.12 -2.17 9.82 7.18
Principal SmallCap J PSBJX -7.90 -3.94 -15.29 -2.73 7.19 6.50
Principal SmallCap R3 PSBMX -7.88 -4.17 -15.31 -2.97 6.89 6.22
Principal SmallCap R2 PSBNX -7.89 -4.37 -15.38 -3.17 6.70 6.03
Principal SmallCap R5 PSBPX -7.88 -3.88 -15.26 -2.68 7.23 6.56
Principal SmallCap R4 PSBSX -7.90 -4.01 -15.28 -2.81 7.08 6.43
PIMCO StocksPLUS® Small Institutional PSCSX -9.08 -5.41 -15.79 -4.57 10.66 7.25
Principal SmallCap Inst PSLIX -7.84 -3.72 -15.21 -2.47 7.44 6.78
Principal SmallCap C PSMCX -7.95 -4.74 -15.46 -3.61 6.15 5.47
Principal SmallCap R-6 PSMLX -7.84 -3.69 -15.22 -2.44 --- ---
PIMCO StocksPLUS® Small I-3 PSNSX -9.07 --- -15.84 --- --- ---
Principal SmallCap S&P 600 Index R-6 PSPIX -8.62 -2.32 -15.95 -1.36 --- ---
Principal SmallCap S&P 600 Index Inst PSSIX -8.61 -2.35 -15.94 -1.37 10.73 8.07
Principal SmallCap S&P 600 Index J PSSJX -8.62 -2.52 -16.01 -1.55 10.48 7.78
Principal SmallCap S&P 600 Index R3 PSSMX -8.65 -2.81 -16.05 -1.87 10.16 7.50
Principal SmallCap S&P 600 Index R2 PSSNX -8.69 -2.98 -16.12 -2.08 9.95 7.30
Principal SmallCap S&P 600 Index R5 PSSPX -8.64 -2.56 -16.01 -1.59 10.49 7.83
Principal SmallCap S&P 600 Index R4 PSSSX -8.66 -2.64 -16.04 -1.71 10.36 7.71
PACE Small/Medium Co Value Equity Y PVEYX -9.06 -9.45 -15.08 -7.53 5.81 5.18
Paradigm Value PVFAX -7.80 2.14 -11.69 2.25 10.54 8.05
Paradigm Micro-Cap PVIVX -11.58 -6.91 -18.97 -5.55 11.13 5.63
Pax Small Cap A PXSAX -4.87 -10.56 -10.73 -8.67 3.80 3.82
Pax Small Cap Individual Investor PXSCX -4.92 -10.54 -10.71 -8.71 3.81 3.81
Pax Small Cap Institutional PXSIX -4.88 -10.34 -10.67 -8.47 4.08 4.07
Federated MDT Small Cap Core A QASCX -9.23 -5.43 -17.68 -4.99 12.99 8.51
Pear Tree Polaris Small Cap Instl QBNAX -7.11 -4.09 -13.00 -3.13 6.54 3.46
Federated MDT Small Cap Core C QCSCX -9.28 -6.13 -17.86 -5.69 12.13 7.69
Federated MDT Small Cap Core Instl QISCX -9.19 -5.20 -17.63 -4.70 13.29 8.78
Federated MDT Small Cap Core R6 QLSCX -9.19 -5.24 -17.63 -4.75 --- ---
AQR Small Cap Multi-Style R6 QSERX -9.56 -8.83 -15.91 -8.50 5.61 ---
AQR Small Cap Multi-Style I QSMLX -9.58 -8.91 -15.99 -8.61 5.48 4.46
AQR Small Cap Multi-Style N QSMNX -9.62 -9.13 -16.00 -8.81 5.23 4.18
AQR Small Cap Relaxed Constraint Eq I QSRIX -11.96 -15.44 -17.90 -15.49 --- ---
AQR Small Cap Relaxed Constraint Eq N QSRNX -11.98 -15.64 -17.93 -15.73 --- ---
AQR Small Cap Relaxed Constraint Eq R6 QSRRX -12.05 -15.44 -17.98 -15.51 --- ---
AQR TM Small Cap Multi-Style I QSSLX -9.76 -8.55 -16.40 -8.37 5.23 ---
AQR TM Small Cap Multi-Style N QSSNX -9.80 -8.74 -16.46 -8.56 4.96 ---
AQR TM Small Cap Multi-Style R6 QSSRX -9.74 -8.45 -16.36 -8.19 5.34 ---
Russell Inv US Small Cap Equity E REBEX -8.79 -5.86 -15.45 -4.89 8.40 5.41
Russell Inv US Small Cap Equity Y REBYX -8.75 -5.46 -15.34 -4.45 8.90 5.89
River Oak Discovery RIVSX -8.65 -9.09 -12.29 -8.67 4.28 4.00
Russell Inv US Small Cap Equity A RLACX -8.78 -5.83 -15.43 -4.89 8.42 5.42
Russell Inv US Small Cap Equity C RLECX -8.85 -6.51 -15.60 -5.61 7.59 4.63
Russell Inv US Small Cap Equity S RLESX -8.76 -5.59 -15.38 -4.62 8.70 5.69
Royce Low Priced Stock Invmt RLPHX -8.79 -4.71 -15.64 -2.41 6.13 1.77
Royce Micro-Cap Svc RMCFX -9.23 -4.30 -16.14 -3.27 5.97 0.45
Royce Small-Cap Leaders Invmt ROHHX -9.21 -9.90 -16.30 -8.79 6.26 1.90
Royce Micro-Cap Opportunity Invmt ROSFX -9.39 -6.83 -14.41 -4.17 11.66 3.95
Royce Pennsylvania Mutual Instl RPMIX -8.74 -5.02 -15.08 -3.94 10.60 4.95
Royce Pennsylvania Mutual R RPMRX -8.84 -5.63 -15.27 -4.58 9.67 4.10
RQSI Small Cap Hedged Equity Retail RQSAX -4.83 -4.92 -10.23 -4.64 3.79 ---
RQSI Small Cap Hedged Equity Instl RQSIX -4.84 -4.67 -10.17 -4.46 3.98 ---
Russell Inv US Small Cap Equity R6 RSCRX -8.75 -5.46 -15.34 -4.47 --- ---
Victory RS Partners A RSPFX -5.03 -5.55 -9.45 -4.89 9.36 3.27
Victory RS Partners R RSPKX -5.03 -5.87 -9.51 -5.20 8.98 2.91
Victory RS Partners Y RSPYX -5.00 -5.25 -9.39 -4.56 9.72 3.61
Royce Total Return Instl RTRIX -7.57 -7.98 -11.78 -6.73 8.51 5.01
Royce Total Return R RTRRX -7.62 -8.59 -11.96 -7.43 7.70 4.24
Dreyfus/The Boston Company Sm Cp Val A RUDAX -7.94 -1.75 -11.08 -0.79 --- ---
Russell Inv US Small Cap Equity M RUNTX -8.76 -5.49 -15.35 -4.51 --- ---
Russell 2000 PR USD RUT -8.47 -5.69 -15.47 -4.76 7.54 5.06
Royce Low Priced Stock Svc RYLPX -8.74 -4.96 -15.72 -2.64 5.87 1.53
Royce Micro-Cap Consult RYMCX -9.25 -5.06 -16.29 -4.10 4.99 -0.45
Royce Small-Cap Leaders Svc RYOHX -9.19 -10.02 -16.24 -8.92 6.02 1.63
Royce Micro-Cap Invmt RYOTX -9.20 -4.21 -16.10 -3.08 6.10 0.57
Royce Pennsylvania Mutual Consult RYPCX -8.82 -5.91 -15.23 -4.98 9.40 3.81
Royce Pennsylvania Mutual Svc RYPFX -8.85 -5.40 -15.20 -4.41 10.13 4.51
Rydex Russell 2000 H RYRHX -8.49 -6.17 -15.58 -5.25 7.16 4.66
Rydex Russell 2000 C RYROX -8.57 -6.86 -15.76 -5.99 6.36 3.88
Rydex Russell 2000 A RYRRX -8.51 -6.20 -15.60 -5.29 7.15 4.67
Royce Total Return Consult RYTCX -7.64 -8.87 -12.00 -7.75 7.33 3.85
Royce Total Return Svc RYTFX -7.53 -8.25 -11.85 -7.11 8.08 4.58
Royce Total Return Invmt RYTRX -7.55 -8.05 -11.83 -6.83 8.37 4.87
SA US Small Company Select SASLX -8.60 -6.85 -15.01 -5.94 --- ---
Virtus Ceredex Small-Cap Value Eq A SASVX -9.03 -7.72 -14.40 -6.10 8.50 4.97
SA US Small Company Investor SAUMX -8.62 -7.04 -15.08 -6.17 7.14 5.18
Segall Bryant & Hamill Small Cap Val SBHVX -5.38 1.36 -8.85 3.43 9.70 7.24
Crossmark Steward Sm-Md Cp Enh Idx Instl SCECX -8.26 -5.51 -14.50 -4.70 8.88 6.79
Virtus Ceredex Small-Cap Value Eq I SCETX -8.99 -7.35 -14.30 -5.71 8.83 5.29
Summit GI Small Cap Low Volatility I SCLVX -6.27 -3.40 -14.64 -3.83 --- ---
Bernstein Small Cap Core SCB SCRSX -9.05 -7.44 -16.35 -6.77 --- ---
AB Small Cap Core Advisor SCRYX -9.02 -7.26 -16.30 -6.54 --- ---
AB Small Cap Core Z SCRZX -9.02 -7.18 -16.23 -6.50 --- ---
Hartford Schroders US Small Cap Opps I SCUIX -7.27 -5.29 -11.95 -4.58 8.32 7.27
Hartford Schroders US Small Cap Opps SDR SCURX -7.25 -5.21 -11.93 -4.48 8.42 ---
Hartford Schroders US Small Cap Opps A SCUVX -7.30 -5.56 -12.03 -4.87 8.00 6.95
Sit Small Cap Dividend Growth S SDFSX -6.15 -11.21 -12.18 -10.16 6.14 ---
Schwab Fundamental US Small Company Idx SFSNX -7.84 -5.49 -13.12 -4.27 8.58 6.78
STAAR Smaller Company Stock SITSX -4.58 -5.20 -13.45 -3.81 5.65 2.94
AMG Managers Skyline Special Equities N SKSEX -9.45 -12.87 -16.22 -12.51 3.50 2.91
AMG Managers Skyline Special Equities I SKSIX -9.44 -12.73 -16.19 -12.35 --- ---
AMG Managers Skyline Special Equities Z SKSZX -9.44 -12.68 -16.18 -12.28 --- ---
SEI Small Cap A (SIIT) SLPAX -8.48 -4.58 -15.41 -3.92 6.47 4.90
ProFunds Small Cap Inv SLPIX -8.54 -6.43 -15.53 -5.50 6.98 4.46
ProFunds Small Cap Svc SLPSX -8.62 -7.28 -15.73 -6.40 5.94 3.45
Columbia Disciplined Small Core Inst SMCEX -9.08 -10.94 -16.07 -10.83 2.33 1.06
Shelton S&P Smallcap Index Direct SMCIX -8.61 -2.83 -16.08 -2.12 9.99 7.91
Invesco Small Cap Equity A SMEAX -9.84 -9.84 -16.27 -9.19 3.47 2.55
Invesco Small Cap Equity C SMECX -9.86 -10.45 -16.40 -9.87 2.70 1.80
Invesco Small Cap Equity R6 SMEFX -9.74 -9.42 -16.13 -8.72 3.99 3.08
Invesco Small Cap Equity R5 SMEIX -9.80 -9.48 -16.14 -8.83 3.90 2.98
Invesco Small Cap Equity R SMERX -9.85 -10.04 -16.30 -9.42 3.20 2.31
Invesco Small Cap Equity Y SMEYX -9.75 -9.58 -16.14 -8.90 3.73 2.83
Shelton S&P Smallcap Index K SMLKX -8.66 -3.26 -16.20 -2.58 9.44 7.37
Summit GI Small Cap Low Volatility C SMLVX -6.31 -4.27 -14.82 -4.78 --- ---
Wells Fargo Small Cap Value A SMVAX -7.33 -11.53 -13.76 -9.82 8.94 4.67
Wells Fargo Small Cap Value C SMVCX -7.40 -12.18 -13.93 -10.51 8.11 3.88
Wells Fargo Small Cap Value Admin SMVDX -7.27 -11.34 -13.70 -9.65 9.17 4.87
Wells Fargo Small Cap Value R6 SMVRX -7.25 -11.13 -13.65 -9.40 9.43 5.14
AlphaCentric Small Cap Opps A SMZAX -11.73 --- -13.63 --- --- ---
AlphaCentric Small Cap Opps C SMZCX -11.76 --- -13.85 --- --- ---
AlphaCentric Small Cap Opps I SMZIX -11.72 --- -13.61 --- --- ---
Saratoga Small Capitalization C SSCCX -10.26 -12.32 -19.47 -11.56 2.89 1.03
Sit Small Cap Dividend Growth I SSCDX -6.15 -10.96 -12.11 -9.92 6.44 ---
Columbia Disciplined Small Core V SSCEX -8.97 -11.06 -16.01 -10.93 2.13 0.82
Saratoga Small Capitalization I SSCPX -10.20 -11.55 -19.32 -10.69 3.85 2.02
Columbia Select Small Cap Value A SSCVX -7.93 -8.39 -14.10 -7.47 4.02 3.85
Saratoga Small Capitalization A SSCYX -10.27 -11.87 -19.40 -10.94 3.46 1.63
DWS Small Cap Core S SSLCX -9.57 -7.13 -16.43 -5.06 7.69 6.03
SEI Small/Mid Cap Equity A (SIIT) SSMAX -7.57 -4.81 -13.59 -3.56 7.27 5.94
Crossmark Steward Sm-Md Cp Enh Idx C SSMEX -8.04 -7.22 -14.89 --- --- ---
State Street Small/Mid Cap Equity Index SSMHX -6.77 -3.22 -12.81 -1.83 9.40 ---
State Street Small/Mid Cap Equity Idx A SSMJX -6.79 -3.51 -12.85 -2.14 9.01 ---
State Street Small/Mid Cap Equity Idx K SSMKX -6.69 -3.18 -12.75 -1.80 9.33 ---
State Street Small/Mid Cap Equity Idx I SSMLX -6.77 -3.26 -12.82 -1.88 9.29 ---
Crossmark Steward Sm-Md Cp Enh Idx R6 SSMOX -8.05 -7.19 -14.82 --- --- ---
SSgA Dynamic Small Cap A SSSDX -8.93 -5.19 -14.22 -5.03 6.37 ---
AMG SouthernSun Small Cap N SSSFX -11.00 -19.61 -18.26 -20.07 3.19 -1.55
AMG SouthernSun Small Cap I SSSIX -10.94 -19.40 -18.19 -19.85 3.46 -1.29
SSgA Dynamic Small Cap I SSSJX -8.90 -4.90 -14.14 -4.71 6.67 ---
SSgA Dynamic Small Cap K SSSKX -8.90 -4.91 -14.15 -4.73 6.76 ---
Columbia Select Small Cap Value Inst2 SSVIX -7.91 -8.13 -14.01 -7.20 4.37 4.23
Columbia Select Small Cap Value R SSVRX -7.98 -8.63 -14.12 -7.70 3.75 3.59
Virtus Ceredex Small-Cap Value Eq C STCEX -9.16 -8.05 -14.52 -6.49 8.08 4.56
SEI Tax-Managed Small/Mid Cap Y(SIMT) STMPX -7.35 -6.33 -14.63 -5.40 6.33 ---
SEI Tax-Managed Small/Mid Cap F (SIMT) STMSX -7.40 -6.53 -14.71 -5.65 6.09 5.28
Sterling Capital Stratton SmCp Val Instl STSCX -6.64 -8.33 -11.08 -8.19 7.97 5.74
Sterling Capital Stratton SmCp Val A STSNX -6.65 -8.53 -11.13 -8.43 7.71 ---
Sterling Capital Stratton SmCp Val C STSOX -6.72 -9.18 -11.30 -9.12 6.91 ---
Dreyfus/The Boston Company Sm Cp Val I STSVX -7.93 -1.43 -11.01 -0.48 10.45 6.21
Columbia Select Small Cap Value C SVMCX -7.96 -9.08 -14.26 -8.17 3.24 3.08
SSgA Dynamic Small Cap N SVSCX -8.93 -5.12 -14.21 -4.96 6.49 5.48
Laudus Small-Cap MarketMasters Select SWMSX -8.67 -9.49 -16.04 -9.07 5.38 3.65
Laudus Small-Cap MarketMasters Inv SWOSX -8.67 -9.61 -16.04 -9.17 5.23 3.50
Schwab Small-Cap Equity SWSCX -9.67 -6.18 -15.11 -5.65 7.50 6.31
Schwab Small Cap Index SWSSX -8.33 -4.50 -15.16 -3.44 9.10 6.55
DWS Small Cap Core A SZCAX -9.59 -7.32 -16.45 -5.25 7.45 5.78
DWS Small Cap Core C SZCCX -9.65 -7.99 -16.62 -5.99 6.65 4.98
DWS Small Cap Core Inst SZCIX -9.58 -7.05 -16.41 -5.00 --- ---
DWS Small Cap Core R6 SZCRX -9.57 -7.04 -16.40 -4.95 --- ---
DWS Small Cap Core T SZCTX -9.60 -7.29 -16.44 -5.22 --- ---
Third Avenue Small Cap Value Instl TASCX -8.55 -7.98 -15.53 -7.51 6.88 4.53
Transamerica Small Cap Value Advisor TASLX -6.62 -11.46 -14.58 -11.40 --- ---
Third Avenue Small Cap Value Z TASZX -8.59 --- -15.53 --- --- ---
Epoch US Small-Mid Cap Equity Adv TDUAX -4.74 -11.24 -13.19 -10.17 5.01 4.49
Epoch US Small-Mid Cap Equity Instl TDUSX -4.74 -11.16 -13.18 -10.15 5.05 4.51
RBC Enterprise A TETAX -12.46 -14.36 -21.67 -13.52 6.42 1.14
RBC Enterprise I TETIX -12.43 -14.19 -21.62 -13.30 6.68 1.39
Thomson Horstmann & Bryant Microcap Ins THBIX -5.80 -1.53 -14.82 -1.13 12.66 4.91
Thomson Horstmann & Bryant Microcap Inv THBVX -5.91 -1.89 -14.95 -1.47 12.13 4.42
TIAA-CREF Small-Cap Blend Idx Inst TISBX -9.55 -5.77 -16.31 -4.70 8.74 6.43
Toreador Explorer Investor TMRLX -8.29 -6.45 -14.99 -3.96 6.95 ---
Toreador Explorer Institutional TMRZX -8.23 -6.17 -14.89 -3.69 7.24 ---
1290 GAMCO Small/Mid Cap Value A TNVAX -7.86 -9.13 -10.89 -7.03 7.97 ---
1290 GAMCO Small/Mid Cap Value T TNVCX -7.85 -8.90 -10.86 -6.80 8.25 ---
1290 GAMCO Small/Mid Cap Value I TNVIX -7.85 -8.90 -10.80 -6.80 8.26 ---
1290 GAMCO Small/Mid Cap Value R TNVRX -7.91 -9.31 -10.94 -7.21 7.74 ---
Timothy Plan Small Cap Value A TPLNX -8.52 -8.95 -15.99 -8.69 7.49 5.47
Timothy Plan Small Cap Value I TPVIX -8.52 -8.70 -15.93 -8.45 7.75 5.74
TIAA-CREF Small-Cap Blend Idx Retire TRBIX -9.35 -5.79 -16.18 -4.76 8.56 6.21
Crossmark Steward Sm-Md Cp Enh Idx A TRDFX -8.20 -5.81 -14.51 -4.98 8.57 6.49
TIAA-CREF Small-Cap Blend Idx Advisor TRHBX -9.47 -5.82 -16.25 -4.75 8.68 ---
Transamerica Small Cap Value R TRSLX -6.67 -11.61 -14.46 -11.55 --- ---
Touchstone Small Cap A TSFAX -8.20 -5.08 -12.88 -4.88 2.16 0.74
Touchstone Small Cap C TSFCX -8.25 -5.68 -12.99 -5.54 1.41 0.00
Touchstone Small Cap Institutional TSFIX -8.18 -4.77 -12.81 -4.56 2.50 1.08
Touchstone Small Cap Y TSFYX -8.22 -4.82 -12.83 -4.60 2.41 1.00
Transamerica Small Cap Value A TSLAX -6.63 -11.61 -14.55 -11.53 3.06 0.51
Transamerica Small Cap Value C TSLCX -6.72 -12.14 -14.66 -12.08 2.31 -0.19
Transamerica Small Cap Value R4 TSLFX -6.58 -11.52 -14.58 -11.38 3.27 3.15
Transamerica Small Cap Value I TSLIX -6.57 -11.21 -14.29 -11.08 3.39 0.82
Transamerica Small Cap Value R6 TSLRX -6.54 -11.22 -14.36 -11.13 --- ---
Transamerica Small Cap Value T1 TSLWX -6.62 -11.51 -14.45 -11.39 --- ---
TIAA-CREF Quant Sm/Md-Cp Eq Retail TSMEX -8.22 -2.56 -13.64 -1.25 --- ---
TIAA-CREF Quant Sm/Md-Cp Eq Premier TSMMX -8.42 -2.55 -13.81 -1.21 --- ---
TIAA-CREF Quant Sm/Md-Cp Eq Advisor TSMNX -8.41 -2.39 -13.86 -1.08 --- ---
TIAA-CREF Quant Sm/Md-Cp Eq Retirement TSMOX -8.29 -2.55 -13.76 -1.27 --- ---
TIAA-CREF Quant Sm/Md-Cp Eq W TSMUX -8.63 --- --- --- --- ---
TIAA-CREF Quant Sm/Md-Cp Eq Instl TSMWX -8.49 -2.55 -13.87 -1.24 --- ---
Timothy Plan Small Cap Value C TSVCX -8.56 -9.52 -16.10 -9.32 6.71 4.70
Third Avenue Small Cap Value Investor TVSVX -8.63 -8.23 -15.58 -7.75 6.62 4.26
USAA Small Cap Stock Institutional UISCX -7.92 -3.45 -14.93 -2.93 7.34 4.99
Pear Tree Polaris Small Cap Ord USBNX -7.15 -4.44 -13.10 -3.49 6.19 3.15
USAA Small Cap Stock USCAX -7.88 -3.48 -14.92 -3.01 7.23 4.85
VALIC Company I Small Cap Index VCSLX -8.34 -4.77 -15.18 -3.71 8.85 6.35
Vanguard Explorer Value Inv VEVFX -6.57 -7.31 -14.84 -5.63 7.15 5.86
Private Capital Management Value A VFPAX -11.18 -5.28 -16.00 -5.61 6.19 4.44
Private Capital Management Value I VFPIX -11.12 -5.04 -15.96 -5.31 6.46 4.71
VY® JPMorgan Small Cap Core Equity R6 VPRSX -7.60 -3.76 -14.29 -3.17 --- ---
Voya Small Company P3 VPSCX -7.43 --- -14.50 --- --- ---
Voya Russell Small Cap Index P2 VRSPX -8.38 -4.57 -15.20 -3.52 --- ---
Vanguard Russell 2000 Index I VRTIX -8.32 -4.51 -15.15 -3.43 9.16 6.60
Vanguard Small Cap Index I VSCIX -6.94 -3.01 -12.93 -1.64 9.38 7.32
Natixis Vaughan Nelson Small Cap Value N VSCNX -6.81 -8.40 -13.28 -8.13 --- ---
Vanguard Small Cap Index InstlPlus VSCPX -6.94 -3.00 -12.93 -1.62 9.39 7.34
JPMorgan Small Cap Equity A VSEAX -6.53 -2.56 -13.02 -1.98 10.28 8.08
JPMorgan Small Cap Equity I VSEIX -6.51 -2.32 -12.97 -1.74 10.58 8.39
JPMorgan Small Cap Equity R6 VSENX -6.48 -2.09 -12.90 -1.49 --- ---
Vanguard Small Cap Index Adm VSMAX -6.95 -3.02 -12.93 -1.65 9.37 7.31
Voya Small Company R VSMRX -7.53 -9.75 -14.63 -8.88 --- ---
Vanguard S&P Small-Cap 600 Index I VSMSX -8.62 -2.17 -15.98 -1.18 11.02 8.31
Voya Small Company Port R6 VSPRX -7.43 -9.49 -14.62 -8.58 6.99 ---
JPMorgan Small Cap Core A VSSBX -8.74 -5.74 -15.66 -5.24 --- ---
JPMorgan Small Cap Core R5 VSSCX -8.69 -5.35 -15.55 -4.81 8.81 6.98
JPMorgan Small Cap Core R6 VSSLX -8.68 -5.28 -15.54 -4.74 --- ---
JPMorgan Small Cap Core C VSSRX -8.77 -6.17 -15.76 -5.71 --- ---
JPMorgan Small Cap Core I VSSWX -8.70 -5.51 -15.59 -4.99 --- ---
Vanguard Strategic Small-Cap Equity Inv VSTCX -8.80 -5.16 -16.40 -3.99 7.15 6.72
Vanguard Tax-Managed Small Cap Adm VTMSX -8.56 -2.27 -15.86 -1.32 10.62 8.23
Vanguard Tax-Managed Small Cap I VTSIX -8.55 -2.24 -15.85 -1.28 10.65 8.27
Vulcan Value Partners Small Cap VVPSX -4.29 -9.07 -10.44 -7.55 5.24 3.72
William Blair Small Cap Value N WBVDX -7.19 -9.08 -12.93 -9.59 6.35 4.40
TETON Westwood Mighty Mites I WEIMX -7.16 -9.43 -13.21 -8.40 7.67 4.54
TETON Westwood Mighty Mites AAA WEMMX -7.19 -9.64 -13.26 -8.63 7.39 4.27
TETON Westwood SmallCap Equity AAA WESCX -8.15 -7.47 -12.69 -6.56 10.95 6.57
Wells Fargo Factor Enhanced Small Cp WFESX -7.51 -2.40 -14.18 -1.29 --- ---
Wells Fargo Intrinsic Small Cap Val Adm WFSDX -7.45 -9.14 -14.43 -7.78 6.18 5.32
Wells Fargo Intrinsic Small Cap Val A WFSMX -7.47 -9.25 -14.48 -7.89 6.03 5.14
Wells Fargo Intrinsic Small Cap Val Inst WFSSX -7.42 -8.94 -14.39 -7.56 6.39 5.53
Wells Fargo Small Cap Value Inst WFSVX -7.31 -11.20 -13.67 -9.47 9.38 5.09
Westwood SmallCap Institutional WHGSX -8.41 -7.46 -15.61 -7.26 9.00 6.80
Wasatch Small Cap Value Institutional WICVX -6.07 -3.13 -10.93 -1.63 11.18 8.81
Wasatch Small Cap Value WMCVX -6.22 -3.27 -11.00 -1.81 11.00 8.68
TETON Westwood Mighty Mites A WMMAX -7.21 -9.82 -13.32 -8.85 7.14 4.01
TETON Westwood Mighty Mites C WMMCX -7.24 -10.24 -13.41 -9.29 6.60 3.50
WP Smaller Companies Income Plus Instl WPSMX 2.33 5.25 -10.97 5.40 --- ---
Wells Fargo Intrinsic Small Cap Val C WSCDX -7.53 -9.88 -14.62 -8.59 5.23 4.36
William Blair Small-Mid Cap Value I WSMIX -6.69 -7.94 -11.95 -7.45 6.24 4.95
Wilshire Small Company Value Instl WSMVX -7.88 -9.88 -15.56 -8.92 6.22 5.41
Wellington Shields Small-Cap Instl WSSSX -7.01 -8.03 -12.76 -5.64 3.48 -1.02
Segall Bryant & Hamill Micro Cap Retail WTMIX -8.77 -6.44 -15.11 -6.40 6.44 4.40
WV Concentrated Equities A WVCAX -6.02 -7.16 -9.61 -6.74 --- ---
WV Concentrated Equities I WVCIX -6.01 -7.11 -9.56 -6.69 --- ---
TETON Westwood SmallCap Equity A WWSAX -8.14 -7.62 -12.73 -6.76 10.70 6.32
TETON Westwood SmallCap Equity C WWSCX -8.20 -8.15 -12.89 -7.27 10.11 5.77
TETON Westwood SmallCap Equity I WWSIX -8.08 -7.21 -12.63 -6.28 11.25 6.84
Russell 2500 TR USD XIUSA000KZ -7.06 -3.92 -13.19 -2.57 8.99 7.16
Russell 2000 Equal Weighted TR USD XIUSA000L4 --- --- --- --- --- ---
Russell 3000 Equal Weighted TR USD XIUSA000L5 --- --- --- --- --- ---
Russell Small Cap Complete TR USD XIUSA000L7 -6.86 -3.30 -12.86 -1.89 9.41 7.41
Russell 2000 TR USD XIUSA000O5 -8.34 -4.60 -15.18 -3.53 9.04 6.50
Russell 2500 PR USD XIUSA04FMV -7.21 -5.18 -13.53 -3.99 7.33 5.58
Russell Small Cap Complete PR USD XIUSA04G82 -6.99 -4.48 -13.16 -3.24 7.83 5.90
Russell Micro Cap TR USD XIUSA04GCN -9.03 -6.12 -17.04 -4.64 7.92 5.42
Yorktown Small-Cap A YOVAX -9.29 -3.81 -16.92 -3.11 --- ---
Yorktown Small-Cap Institutional YOVIX -9.32 -3.62 -16.91 -2.92 --- ---
Yorktown Small-Cap L YOVLX -9.38 -4.50 -17.14 -3.89 --- ---
Zacks Small-Cap Core Inv ZSCCX -10.72 -7.39 -17.20 -7.91 7.37 6.02
Zacks Small-Cap Core Institutional ZSCIX -10.74 -7.16 -17.15 -7.68 7.66 ---