Small Blend: Total Returns

Data through 3/20/2019. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Small Blend -3.00 13.29 15.21 -2.30 10.45 5.37
Ancora/Thelen Small-Mid Cap I AATIX -2.09 15.16 16.68 -1.79 11.11 5.13
Ancora/Thelen Small-Mid Cap S AATSX -2.05 15.32 16.78 -1.50 11.45 ---
American Century NT Small Company G ACLOX -3.26 13.30 15.75 -5.56 9.26 4.73
American Century Adaptive Small Cap R ACMEX -5.23 9.21 11.16 -10.71 5.85 4.84
American Century Adaptive Small Cap Adv ACMFX -5.21 9.29 11.29 -10.49 6.11 5.10
American Century Adaptive Small Cap I ACMHX -5.22 9.37 11.42 -10.08 6.59 5.58
American Century Adaptive Small Cap R6 ACMMX -5.21 9.38 11.40 -9.97 --- ---
American Century Adaptive Small Cap Inv ACMNX -5.21 9.31 11.30 -10.29 6.38 5.37
Argent Small Cap Institutional ACMSX -0.34 17.55 19.54 --- --- ---
American Century Adaptive Small Cap R5 ACMUX -5.22 9.36 11.33 -10.13 --- ---
AMG Managers Silvercrest Small Cap I ACRTX -4.20 11.45 13.27 -5.02 9.54 5.74
AMG Managers Silvercrest Small Cap Z ACZTX -4.20 11.46 13.33 -4.97 --- ---
Voya Small Company A AESAX -3.08 14.21 16.02 -5.54 9.58 5.83
Voya Small Company I AESGX -3.05 14.20 16.14 -5.24 9.91 6.16
Acuitas US Microcap Institutional AFMCX -1.15 13.81 17.18 -1.38 11.73 ---
Affinity Small Cap A AISOX -2.00 19.86 22.70 -8.16 8.96 ---
Affinity Small Cap C AISPX -1.95 19.80 22.56 -8.84 8.17 ---
Affinity Small Cap I AISQX -1.88 19.97 22.79 -7.88 9.26 ---
Alambic Small Cap Growth Plus ALGSX -4.82 12.25 13.98 -4.84 11.56 ---
AlphaOne Small Cap Opportunities Inv AOMAX -4.56 11.92 14.87 -10.02 8.82 5.72
AlphaOne Small Cap Opportunities Instl AOMCX -4.55 11.87 14.99 -9.85 9.07 5.95
AMG River Road Small-Mid Cap Value I ARIMX -1.85 14.86 16.16 5.64 14.20 9.03
AMG River Road Small Cap Value I ARSIX -2.44 13.49 15.41 4.93 13.03 8.00
AMG River Road Small-Mid Cap Value N ARSMX -1.89 14.90 16.04 5.34 13.94 8.77
Nuveen Small Cap Select I ARSTX -2.06 15.91 18.01 -0.71 12.72 7.05
AMG River Road Small Cap Value N ARSVX -2.42 13.39 15.36 4.69 12.75 7.72
AMG River Road Small-Mid Cap Value Z ARSZX -1.85 14.88 16.00 5.64 --- ---
AMG River Road Small Cap Value Z ARZMX -2.37 13.50 15.38 5.06 --- ---
Voya Small Company C ASCCX -3.13 14.00 15.80 -6.28 8.76 5.04
AllianzGI Small-Cap R6 ASCFX -1.17 14.55 16.76 --- --- ---
American Century Small Company I ASCQX -3.34 12.99 15.54 -6.11 8.88 4.39
American Century Small Company R ASCRX -3.32 12.97 15.36 -6.72 8.15 3.69
AMG Managers Silvercrest Small Cap N ASCTX -4.25 11.36 13.24 -5.27 9.27 5.47
Nuveen Small Cap Select R6 ASEFX -2.15 15.87 17.97 -0.64 --- ---
Nuveen Small Cap Select R3 ASEIX -2.28 15.62 17.73 -1.28 12.10 6.50
361 US Small Cap Equity Inv ASFQX -2.76 12.31 14.25 -5.43 --- ---
361 US Small Cap Equity Y ASFWX -2.66 12.49 14.42 -4.99 --- ---
361 US Small Cap Equity I ASFZX -2.74 12.37 14.30 -5.06 --- ---
American Century Small Company A ASQAX -3.38 12.91 15.44 -6.58 8.39 3.94
American Century Small Company C ASQCX -3.40 12.73 15.17 -7.19 7.59 3.17
American Century Small Company R5 ASQGX -3.27 13.06 15.61 -6.04 --- ---
American Century Small Company Inv ASQIX -3.36 12.97 15.53 -6.26 8.67 4.21
Invesco Select Companies A ATIAX -2.43 16.38 18.88 -2.51 12.58 5.29
Invesco Select Companies C ATICX -2.54 16.18 18.63 -3.25 11.73 4.49
Invesco Select Companies R5 ATIIX -2.44 16.51 19.04 -2.14 12.97 5.64
Invesco Select Companies R ATIRX -2.51 16.30 18.78 -2.76 12.29 5.02
Invesco Select Companies R6 ATISX -2.44 16.48 19.01 -2.09 --- ---
Invesco Select Companies Y ATIYX -2.46 16.48 18.98 -2.24 12.85 5.54
Auer Growth AUERX -3.59 15.09 16.64 -14.79 7.63 -2.50
AllianzGI Small-Cap A AZBAX -1.20 14.48 16.66 1.55 14.30 7.20
AllianzGI Small-Cap C AZBCX -1.25 14.25 16.52 0.78 13.42 6.39
AllianzGI Small-Cap Institutional AZBIX -1.17 14.55 16.83 1.92 14.69 7.59
AllianzGI Small-Cap P AZBPX -1.18 14.55 16.78 1.83 14.57 7.48
American Beacon Zebra Small Cap Eq A AZSAX -4.26 13.90 15.95 0.83 12.14 7.40
American Beacon Zebra Small Cap Eq C AZSCX -4.37 13.63 15.69 0.03 11.28 6.58
American Beacon Zebra Small Cap Eq Inst AZSIX -4.22 14.00 16.03 1.28 12.58 7.83
American Beacon Zebra Small Cap Eq Inv AZSPX -4.33 13.85 15.90 0.84 12.13 7.41
American Beacon Zebra Small Cap Eq Y AZSYX -4.25 13.89 15.99 1.14 12.45 7.72
Brown Advisory Sm-Cp Fundamental Val Adv BAUAX -2.71 11.60 13.56 -2.98 9.44 5.52
Brown Advisory Small-Cap Fdmtl Val Instl BAUUX -2.70 11.70 13.66 -2.56 9.89 5.95
BMO Small-Cap Core A BCCAX -4.32 12.44 14.63 -7.08 9.37 ---
iShares Russell 2000 Small-Cap Idx K BDBKX -2.32 14.73 16.73 -0.39 13.49 6.67
iShares Russell 2000 Small-Cap Idx Inv P BDBPX -2.33 14.67 16.68 --- --- ---
BlackRock Advantage Small Cap Core Inv A BDSAX -2.29 15.96 18.17 2.10 13.76 7.14
BlackRock Advantage Small Cap Core Inv C BDSCX -2.33 15.79 18.03 1.40 12.89 6.34
BlackRock Advantage Small Cap Core Instl BDSIX -2.21 16.05 18.24 2.42 14.09 7.43
BlackRock Advantage Small Cap Core K BDSKX -2.28 16.05 18.24 2.37 --- ---
Brown Advisory Sm-Cp Fundamental Val Inv BIAUX -2.70 11.66 13.62 -2.73 9.72 5.78
Baird Small/Mid Cap Value Institutional BMVIX -4.83 8.66 10.24 -7.61 7.20 ---
Baird Small/Mid Cap Value Investor BMVSX -4.85 8.59 10.25 -7.83 6.95 ---
Bogle Investment Mgmt Sm Cp Gr Instl BOGIX -1.08 16.26 19.50 -3.91 10.93 4.52
Dreyfus/The Boston Company Sm Cp Val C BOSCX -3.52 11.37 12.68 0.46 --- ---
Boston Trust Small Cap BOSOX -2.08 13.67 15.59 5.98 11.94 7.31
Dreyfus/The Boston Company Sm Cp Val Y BOSYX -3.36 11.71 13.11 1.80 --- ---
MFS Blended Research Small Cap Eq B BRSBX -2.51 16.61 18.28 6.86 13.60 ---
MFS Blended Research Small Cap Eq A BRSDX -2.47 16.81 18.57 7.68 14.46 ---
MFS Blended Research Small Cap Eq C BRSHX -2.51 16.52 18.30 6.83 13.59 ---
Bridgeway Ultra-Small Company Market BRSIX 0.76 17.24 18.87 -5.87 11.21 3.97
MFS Blended Research Small Cap Eq I BRSJX -2.53 16.74 18.49 7.87 14.73 ---
MFS Blended Research Small Cap Eq 529A BRSNX -2.54 16.71 18.46 7.53 --- ---
MFS Blended Research Small Cap Eq R1 BRSPX -2.51 16.61 18.28 6.78 13.60 ---
MFS Blended Research Small Cap Eq 529B BRSQX -2.51 16.62 18.30 6.79 --- ---
MFS Blended Research Small Cap Eq R2 BRSSX -2.54 16.70 18.34 7.35 14.16 ---
MFS Blended Research Small Cap Eq R3 BRSTX -2.53 16.74 18.49 7.61 14.43 ---
MFS Blended Research Small Cap Eq R4 BRSUX -2.46 16.83 18.57 7.83 14.73 ---
MFS Blended Research Small Cap Eq 529C BRSWX -2.59 16.55 18.22 6.72 --- ---
MFS Blended Research Small Cap Eq R6 BRSYX -2.46 16.81 18.56 8.01 14.83 ---
BMO Small-Cap Core I BSCNX -4.35 12.51 14.69 -6.88 9.62 6.74
Bernzott US Small Cap Value BSCVX -0.95 13.14 14.77 2.59 15.69 9.30
iShares Russell Small/Mid-Cap Idx Inv A BSMAX -1.37 15.33 17.43 1.27 12.54 ---
iShares Russell Small/Mid-Cap Idx Instl BSMIX -1.37 15.31 17.51 1.51 12.77 ---
iShares Russell Small/Mid-Cap Idx K BSMKX -1.37 15.31 17.51 1.55 12.81 ---
William Blair Small-Mid Cap Value N BSMNX -2.13 13.44 14.05 -2.09 7.88 4.84
Baird SmallCap Value Institutional BSVIX -6.25 8.32 10.06 -8.75 7.16 2.91
Baird SmallCap Value Investor BSVSX -6.25 8.32 10.00 -8.97 6.92 2.66
Broadview Opportunity BVAOX -1.83 16.55 18.07 0.02 10.35 4.10
William Blair Small Cap Value I BVDIX -3.45 13.61 14.50 -2.47 8.54 4.90
Calvert Small-Cap R6 CALRX -0.88 --- --- --- --- ---
Cambiar Small Cap Inv CAMSX -2.98 14.01 15.66 -1.48 7.14 1.35
Cambiar Small Cap Instl CAMZX -2.90 14.13 15.81 -1.27 7.33 1.56
Cardinal Small Cap Value Institutional CCMSX -4.44 7.90 10.03 -9.34 7.35 ---
Calvert Small-Cap A CCVAX -0.87 14.34 16.01 3.44 13.25 8.54
Crawford Dividend Opportunity C CDOCX -3.88 9.96 12.38 -0.25 11.46 ---
Crawford Dividend Opportunity CDOFX -3.79 10.20 12.68 0.78 12.59 8.85
Columbia Disciplined Small Core Adv CFFRX -3.44 13.84 15.54 -6.95 6.42 1.15
Convergence Opportunities Institutional CIPOX -7.09 5.70 6.96 -10.29 5.65 4.06
Cortina Small Cap Value Investor CISVX 0.12 9.55 10.70 -7.09 7.18 ---
Columbia Disciplined Small Core Inst2 CLLRX -3.55 13.87 15.56 -6.91 6.54 1.27
Columbia Disciplined Small Core Inst3 CPFRX -3.50 13.82 15.48 -6.94 6.56 1.31
CRM Small Cap Value Instl CRISX -2.02 14.76 16.52 -2.51 11.33 7.05
CRM Small Cap Value Inv CRMSX -2.03 14.74 16.52 -2.70 11.07 6.80
Cortina Small Cap Value Institutional CRSVX 0.12 9.65 10.87 -6.80 7.44 1.06
Cove Street Capital Small Cap Val Instl CSCAX -0.37 15.25 14.61 3.67 5.85 3.95
Calvert Small-Cap C CSCCX -0.97 14.09 15.77 2.63 12.39 7.71
Columbia Select Small Cap Value Adv CSPRX -3.24 13.45 15.34 -5.87 7.88 4.80
Columbia Small Cap Index Inst3 CSPYX -4.62 11.66 13.99 -0.73 --- ---
Columbia Select Small Cap Value Inst3 CSSYX -3.24 13.42 15.31 -5.79 8.02 ---
Columbia Select Small Cap Value Inst CSSZX -3.25 13.44 15.29 -5.87 7.89 4.81
Calvert Small-Cap I CSVIX -0.88 14.36 16.10 3.78 13.69 9.00
Chartwell Small Cap Value CWSIX -4.05 10.73 11.47 -4.26 9.69 5.33
Columbia Small Cap Index Inst2 CXXRX -4.64 11.67 14.00 -0.73 12.85 7.94
Delaware Small Cap Core A DCCAX -2.10 14.58 16.69 -0.21 12.64 7.06
Delaware Small Cap Core C DCCCX -2.12 14.39 16.46 -1.00 11.79 6.27
Delaware Small Cap Core I DCCIX -2.09 14.66 16.71 0.00 12.91 7.33
Delaware Small Cap Core R DCCRX -2.13 14.51 16.54 -0.53 12.35 6.80
Delaware Small Cap Core R6 DCZRX -2.05 14.70 16.79 0.17 --- ---
DFA US Micro Cap I DFSCX -4.21 12.01 14.17 -2.66 11.39 6.11
DFA US Small Cap I DFSTX -3.96 12.50 14.35 -3.24 10.04 5.88
DFA Tax-Managed US Small Cap DFTSX -3.98 12.08 13.97 -3.74 10.27 5.83
DGHM MicroCap Value Institutional DGMIX -4.86 8.19 10.40 -4.75 --- ---
DGHM MicroCap Value Investor DGMMX -4.93 8.08 10.28 -5.07 --- ---
Dreyfus Small Cap Stock Index I DISIX -4.64 11.62 13.95 -0.72 --- ---
Dreyfus Small Cap Stock Index Inv DISSX -4.70 11.52 13.85 -1.01 12.37 7.68
MassMutual Premier Small Cap Opps A DLBMX -4.40 12.17 13.97 -1.63 10.78 5.74
Dreyfus Select Managers Small Cap Val C DMECX -3.54 13.89 15.16 -4.66 8.91 3.39
Dreyfus Select Managers Small Cap Val A DMVAX -3.47 14.13 15.35 -3.94 9.72 4.13
Dreyfus Select Managers Small Cap Val I DMVIX -3.41 14.20 15.46 -3.61 10.06 4.48
Dreyfus Select Managers Small Cap Val Y DMVYX -3.45 14.18 15.48 -3.61 10.10 4.50
Davenport Small Cap Focus DSCPX 0.54 16.83 18.84 1.17 14.33 ---
Wilshire Small Company Value Invmt DTSVX -4.31 11.53 12.99 -7.51 7.82 4.82
Emerald Small Cap Value A ELASX -4.61 12.48 15.63 -11.88 8.27 ---
Emerald Small Cap Value C ELCSX -4.55 12.37 15.46 -12.44 7.58 ---
Empiric 2500 A EMCAX -2.14 13.76 16.18 1.48 14.16 5.74
Empiric 2500 C EMCCX -2.17 13.59 15.96 0.71 13.30 4.94
Nuveen Small Cap Select A EMGRX -2.13 15.72 17.98 -1.00 12.42 6.78
Russell 2000 Equal Weight PR USD F00000MFRM -2.63 14.47 16.15 -2.00 10.65 2.58
Russell 2000 Equal Weight NR USD F00000MFRO -2.54 14.66 16.39 -1.20 11.53 3.42
Russell 2000 Equal Weight TR USD F00000MFRP -2.50 14.75 16.49 -0.86 11.89 3.76
Russell RAFI US SC TR USD F00000MFUV -3.11 13.39 14.75 -0.16 10.90 6.88
Russell RAFI US SC PR USD F00000MFUX -3.31 12.98 14.18 -1.96 8.98 5.10
Russell RAFI US SC NR USD F00000MFUZ -3.17 13.27 14.58 -0.71 10.33 6.35
Russell 2000 Defensive PR USD F00000MFWE -4.02 10.68 11.98 -1.08 10.12 6.52
Russell 2000 Defensive TR USD F00000MFWF -3.83 11.11 12.55 0.84 12.22 8.52
Russell 2000 Defensive NR USD F00000MFWG -3.89 10.99 12.38 0.27 11.60 7.93
Russell 2500 NR USD F00000NHX3 -1.35 15.30 17.41 1.28 12.37 7.01
Russell 2500 Defensive PR USD F00000OS11 -2.50 11.40 12.56 0.55 10.94 8.29
Russell 2500 Defensive TR USD F00000OS12 -2.31 11.83 13.15 2.55 13.06 10.31
Russell 2500 Dynamic PR USD F00000OS13 -0.84 17.31 19.88 -0.09 11.24 4.33
Russell 2500 Dynamic TR USD F00000OS14 -0.70 17.61 20.30 1.22 12.72 5.70
Russell 2500 Defensive NR USD F00000P2OX -2.36 11.70 12.98 1.96 12.44 9.72
Russell 2500 Dynamic NR USD F00000P2OY -0.74 17.52 20.18 0.84 12.29 5.31
Russell 2000 NR USD F00000T5ID -2.33 14.66 16.67 -0.79 12.98 6.21
Russell US HEDI SC Low TR USD F00000XKQR -2.99 13.10 14.96 0.07 13.39 7.85
Russell US HEDI SC Mod TR USD F00000XKQU -3.48 11.85 13.61 0.50 13.08 8.36
JPM Div Factor US SC Eq PR USD F00000XX6F -2.59 12.13 13.18 2.30 10.78 6.57
JPM Div Factor US SC Eq TR USD F00000XX6G -2.40 12.49 13.60 3.76 12.37 8.24
JPM Div Factor US SC Eq NC TR USD F00000XX6H -2.42 12.42 13.52 3.46 12.02 7.91
Morningstar US Small Cap NR USD F000010SC1 -2.30 15.12 16.86 0.05 11.22 6.17
Morningstar US Small Core NR USD F000010SC4 -2.89 13.80 15.01 -1.59 9.67 5.72
FAM Small Cap Institutional FAMDX -3.77 10.31 13.62 -0.65 7.36 ---
FAM Small Cap Investor FAMFX -3.73 10.28 13.68 -0.71 7.25 5.71
Fidelity® Event Driven Opportunities FARNX -1.37 9.44 11.78 -14.53 8.64 5.62
Fidelity Advisor® Event Driven Opps C FATJX -1.07 9.13 11.42 -15.95 6.75 3.89
Fidelity Advisor® Stock Selector Sm Cp A FCDAX -0.75 15.08 17.61 1.04 11.29 6.01
Fidelity Advisor® Stock Selector Sm Cp C FCDCX -0.78 14.89 17.42 0.25 10.39 5.14
Fidelity Advisor® Stock Selector Sm Cp I FCDIX -0.73 15.17 17.70 1.32 11.61 6.31
Fidelity Advisor® Stock Selector Sm Cp M FCDTX -0.78 15.00 17.49 0.68 10.89 5.63
Fidelity Advisor® Event Driven Opps A FCHSX -0.96 9.35 11.61 -15.27 7.56 4.67
Fidelity® Small Cap Enhanced Index FCPEX -3.73 13.68 15.41 -3.14 9.58 5.63
Fidelity® Flex Small Cap FCUTX -0.35 16.05 17.62 1.30 --- ---
Fidelity® Stock Selector Small Cap FDSCX -0.73 15.12 17.71 1.31 11.62 6.29
Federated Equity Advantage A FEKAX -3.46 13.14 14.24 -8.26 7.90 ---
Federated Equity Advantage IS FEKIX -3.45 13.24 14.25 -8.00 8.09 ---
Nuveen Small Cap Select C FHMCX -2.19 15.52 17.54 -1.66 11.60 5.99
Fidelity Advisor® Event Driven Opps Z FIJVX -0.96 9.41 11.78 --- --- ---
Fidelity® Series Small Cap Discovery FJACX -3.00 14.72 15.68 0.09 8.58 5.83
Fidelity Advisor® Event Driven Opps M FJPDX -0.96 9.28 11.55 -15.47 7.30 4.41
Fidelity® Small Cap Stock K6 FKICX -3.47 14.15 15.14 0.44 --- ---
Fidelity® Flex Small Cap Index FLXSX -2.33 14.79 16.80 -0.33 --- ---
Fidelity Advisor® Event Driven Opps I FMRMX -0.96 9.31 11.67 -15.14 7.80 4.93
Tributary Small Company Instl Plus FOSBX -3.59 12.50 14.57 -0.81 10.39 7.16
Tributary Small Company Instl FOSCX -3.62 12.45 14.49 -1.05 10.14 6.94
Russell Micro Cap PR USD FOUSA063V3 -2.07 14.48 16.97 -4.99 11.95 3.53
Frontier Phocas Small Cap Value Instl FPSVX -3.81 13.41 14.44 -8.26 7.79 4.57
Frontier Phocas Small Cap Value Service FPVSX -3.82 13.44 14.48 -8.13 --- ---
Fidelity Advisor® Small Cap A FSCDX -1.19 16.08 17.77 -5.56 6.97 4.86
Fidelity Advisor® Small Cap C FSCEX -1.22 15.99 17.57 -6.25 6.17 4.07
Fidelity Advisor® Small Cap I FSCIX -1.15 16.21 17.84 -5.30 7.26 5.15
Fidelity® Small Cap Discovery FSCRX -3.30 13.63 14.39 -2.42 7.15 4.86
Fidelity Advisor® Small Cap M FSCTX -1.20 16.05 17.70 -5.77 6.73 4.62
Fidelity® Small Cap Stock FSLCX -3.61 13.96 14.94 0.68 9.04 6.98
Fidelity® Series Small Cap Opps FSOPX -0.52 15.77 18.54 2.69 12.31 6.39
Fidelity Advisor® Series Small Cap FSSFX -1.14 16.20 17.78 -4.26 7.89 5.28
Fidelity® Small Cap Index FSSNX -2.32 14.73 16.77 -0.30 13.61 6.85
Fidelity Advisor® Stock Selector Sm Cp Z FSSZX -0.69 15.18 17.77 1.47 --- ---
Fuller & Thaler Behavioral Sm-Cp Eq A FTHAX -3.03 11.22 14.00 --- --- ---
Fuller & Thaler Behavioral Sm-Cp Eq R6 FTHFX -2.99 11.27 14.08 -1.72 13.26 9.26
Fuller & Thaler Behavioral Sm-Cp Eq Inv FTHNX -3.03 11.17 13.95 -2.11 12.92 8.92
Fuller & Thaler Behavioral Sm-Cp Eq Inst FTHSX -3.01 11.21 14.03 -1.82 13.16 9.11
Fuller & Thaler Behvrl Mcr-Cp Eq Instl FTMSX -0.85 21.81 --- --- --- ---
Fuller & Thaler Behavioral Sm-Cp Eq C FTYCX -3.07 10.98 13.76 --- --- ---
Fidelity Advisor® Small Cap Z FZAOX -1.19 16.19 17.88 -5.20 7.41 5.30
Gabelli Small Cap Growth AAA GABSX -1.60 13.41 14.52 -2.64 9.70 5.71
Gabelli Small Cap Growth I GACIX -1.58 13.47 14.61 -2.39 9.98 5.98
Gabelli Small Cap Growth A GCASX -1.60 13.41 14.56 -2.64 9.71 5.71
Gabelli Small Cap Growth C GCCSX -1.67 13.22 14.33 -3.38 8.88 4.92
Goldman Sachs Small Cap Eq Insghts A GCSAX -2.40 13.72 15.55 -0.99 12.51 7.48
Goldman Sachs Small Cap Eq Insghts C GCSCX -2.43 13.50 15.32 -1.78 11.66 6.67
Goldman Sachs Small Cap Eq Insghts Instl GCSIX -2.38 13.81 15.62 -0.61 12.96 7.90
Goldman Sachs Small Cap Eq Insghts Svc GCSSX -2.40 13.72 15.52 -1.09 12.39 7.37
Goldman Sachs Small Cap Eq Insghts R6 GCSUX -2.34 13.81 15.62 -0.59 12.98 ---
Goldman Sachs Small Cap Eq Insghts R GDSRX -2.41 13.67 15.43 -1.25 12.23 7.21
Goldman Sachs Small Cap Eq Insghts Inv GDSTX -2.37 13.76 15.60 -0.75 12.80 7.76
Gator Focus Institutional GFFIX 0.16 21.06 23.08 4.42 12.12 -0.65
GuideMark® Small/Mid Cap Core Instl GISMX 0.00 0.00 0.00 --- --- ---
Great Lakes Small Cap Opportunity Inv GLSCX -1.79 16.14 17.88 5.68 11.78 5.75
Great Lakes Small Cap Opportunity Instl GLSIX -1.76 16.19 17.99 5.95 12.09 6.01
Goldman Sachs Small Cap Eq Insghts P GMAPX -2.34 13.81 15.67 --- --- ---
Nationwide Small Cap Index A GMRAX -2.43 14.52 16.61 -0.95 12.84 6.13
Nationwide Small Cap Index C GMRCX -2.31 14.43 16.38 -1.58 12.09 5.42
Nationwide Small Cap Index R6 GMRIX -2.36 14.70 16.59 -0.53 13.29 6.56
GuideMark® Small/Mid Cap Core Service GMSMX -1.96 13.83 16.19 0.67 11.88 6.16
Nationwide Small Cap Index R GMSRX -2.37 14.53 16.50 -1.22 12.62 5.95
Glenmede Quant US Small Cap Equity GQSCX -3.99 13.01 15.14 -0.83 --- ---
GuideStone Funds Small Cap Equity Instl GSCYX -1.68 16.64 19.20 0.07 11.86 5.48
GuideStone Funds Small Cap Equity Inv GSCZX -1.69 16.60 19.17 -0.15 11.57 5.22
Goldman Sachs Small Cap Value R GSQRX -4.01 12.11 13.19 -4.09 9.95 5.19
Goldman Sachs Small Cap Value Inv GSQTX -3.99 12.23 13.32 -3.61 10.49 5.72
Goldman Sachs Small Cap Value C GSSCX -4.05 11.98 13.04 -4.55 9.40 4.67
Goldman Sachs Small Cap Value Instl GSSIX -3.97 12.26 13.38 -3.47 10.65 5.87
Goldman Sachs Small Cap Value A GSSMX -4.01 12.16 13.25 -3.84 10.22 5.45
Goldman Sachs Small Cap Value Svc GSSSX -4.01 12.14 13.24 -3.95 10.11 5.35
Goldman Sachs Small Cap Value R6 GSSUX -3.97 12.26 13.36 -3.45 10.67 ---
Goldman Sachs Small Cap Value P GSYPX -3.97 12.26 13.36 --- --- ---
Glenmede Small Cap Equity Adv GTCSX -3.18 12.68 14.39 -6.37 9.15 4.75
Glenmede Small Cap Equity Instl GTSCX -3.15 12.73 14.45 -6.18 9.37 4.96
Harbor Small Cap Value Instl HASCX -3.58 13.69 16.10 -5.45 12.45 7.83
Hodges Small Cap Retail HDPSX -5.07 16.86 20.91 -6.17 8.52 3.21
Hodges Small Cap Institutional HDSIX -5.08 16.90 20.95 -6.00 8.81 3.51
Hodges Small Intrinsic Value Retail HDSVX -5.75 11.80 12.37 -14.36 4.07 3.60
Hennessy Cornerstone Growth Investor HFCGX -5.34 9.34 12.19 -12.34 3.06 3.62
Hancock Horizon Burkenroad Sm Cp Inv HHBUX -3.74 13.17 14.51 -3.78 9.03 3.78
Hancock Horizon US Small Cap C HHSCX -4.92 11.70 13.69 -13.65 1.00 0.44
Hancock Horizon Burkenroad Sm Cp Instl HIBUX -3.73 13.18 14.55 -3.63 --- ---
Hennessy Cornerstone Growth Inst HICGX -5.32 9.38 12.26 -12.05 3.42 3.92
Harbor Small Cap Value Investor HISVX -3.62 13.57 15.99 -5.82 12.02 7.43
Hancock Horizon Microcap Inv HMIAX -2.93 12.07 14.84 -12.48 6.36 ---
Hancock Horizon Microcap C HMICX -3.01 11.84 14.61 -13.13 5.57 ---
Hancock Horizon Microcap Instl HMIIX -2.91 12.13 14.98 -12.25 6.63 ---
Harbor Small Cap Value Retirement HNVRX -3.58 13.69 16.10 -5.40 12.51 ---
Hartford Schroders US Small Cap Opps C HOOCX -2.61 12.71 14.68 -1.03 --- ---
Hartford Schroders US Small Cap Opps F HOOFX -2.47 13.00 15.02 0.14 --- ---
Hartford Schroders US Small Cap Opps R3 HOORX -2.53 12.85 14.84 -0.49 --- ---
Hartford Schroders US Small Cap Opps R4 HOOSX -2.55 12.92 14.92 -0.09 --- ---
Hartford Schroders US Small Cap Opps R5 HOOTX -2.51 12.97 14.97 0.04 --- ---
Hartford Schroders US Small Cap Opps Y HOOYX -2.47 13.01 14.98 0.15 --- ---
Hancock Horizon US Small Cap Inv HSCAX -4.87 11.89 13.90 -12.97 1.78 1.20
Hancock Horizon US Small Cap Instl HSCIX -4.84 11.96 14.03 -12.79 2.02 1.45
Homestead Small Company Stock HSCSX -5.82 12.59 13.53 -17.12 3.02 1.98
Harbor Small Cap Value Admin HSVRX -3.60 13.64 16.02 -5.69 12.17 7.56
Highland Small-Cap Equity A HSZAX 2.03 20.85 24.80 9.21 17.75 9.67
Highland Small-Cap Equity C HSZCX 2.01 20.57 24.51 8.41 16.91 8.85
Highland Small-Cap Equity Y HSZYX 2.02 20.85 24.80 9.27 18.00 9.91
Hancock Horizon Burkenroad Sm Cp D HYBUX -3.76 13.10 14.45 -3.52 8.98 3.65
Voya Small Company Port A IASCX -3.03 14.13 16.01 -5.38 9.67 6.05
ICM Small Company ICSCX -4.56 13.17 14.41 -3.79 12.19 7.16
Voya Russell Small Cap Index Port I IIRSX -2.36 14.71 16.69 -0.75 13.08 6.44
VY® JPMorgan Small Cap Core Equity A IJSAX -2.01 14.00 15.38 -1.00 12.79 7.36
VY® JPMorgan Small Cap Core Equity I IJSIX -1.98 14.15 15.52 -0.45 13.46 7.99
VY® JPMorgan Small Cap Core Equity S IJSSX -1.96 14.11 15.50 -0.63 13.19 7.74
VY® JPMorgan Small Cap Core Equity S2 IJSTX -1.98 14.03 15.44 -0.81 13.02 7.57
Voya Index Plus SmallCap Port I IPSIX -5.10 11.54 13.55 -4.84 10.05 6.49
Voya Index Plus SmallCap Port S IPSSX -5.12 11.49 13.47 -5.12 9.77 6.22
Voya Russell Small Cap Index Port S2 IRCIX -2.43 14.58 16.52 -1.11 12.63 6.02
Voya Russell Small Cap Index Port A IRSIX -2.38 14.60 16.56 -1.19 12.53 5.92
Voya Russell Small Cap Index Port S IRSSX -2.38 14.62 16.61 -0.98 12.83 6.19
Voya Small Company O ISCOX -3.09 14.24 16.05 -5.55 9.58 5.82
Voya Small Company W ISMWX -3.06 14.24 16.09 -5.29 9.85 6.10
Voya Small Company R6 ISMZX -3.05 14.27 16.12 -5.16 10.02 6.25
Ivy Small Cap Core N ISPVX -0.05 14.55 16.72 3.82 13.64 ---
Voya Small Company Port I IVCSX -3.02 14.22 16.14 -4.91 10.21 6.58
Voya Small Company Port S IVPSX -3.00 14.18 16.08 -5.16 9.94 6.31
Ivy Small Cap Core I IVVIX -0.05 14.54 16.79 3.78 13.51 8.23
Ivy Small Cap Core T IYCTX -0.12 14.49 16.63 3.55 --- ---
Ivy Small Cap Core A IYSAX -0.12 14.41 16.63 3.34 13.06 7.78
Ivy Small Cap Core B IYSBX -0.15 14.24 16.34 2.49 12.02 6.79
Ivy Small Cap Core C IYSCX -0.14 14.23 16.37 2.64 12.29 7.06
Ivy Small Cap Core R IYSMX -0.18 14.34 16.49 3.01 12.80 7.57
Ivy Small Cap Core Y IYSYX -0.11 14.42 16.60 3.41 13.18 7.93
JHancock New Opportunities A JASOX -2.81 15.96 18.08 -2.13 10.19 ---
JHancock New Opportunities C JBSOX -2.85 15.77 17.89 -2.83 9.43 ---
JHancock Small Cap Core A JCCAX -0.53 15.92 18.95 -5.14 --- ---
JHancock Small Cap Core I JCCIX -0.44 16.05 19.10 -4.86 11.80 6.09
JPMorgan Small Cap Core R3 JGAUX -3.12 15.09 16.65 -1.88 --- ---
JPMorgan Small Cap Core R4 JGREX -3.09 15.17 16.74 -1.63 --- ---
JHancock New Opportunities I JHSOX -2.77 16.06 18.19 -1.80 10.55 ---
JHancock New Opportunities 1 JISOX -2.79 16.03 18.20 -1.79 10.63 5.31
JHFunds 2 Small Company Value 1 JISVX -3.47 12.53 14.03 -1.33 11.73 6.06
James Micro Cap JMCRX -3.99 15.84 18.02 -2.26 6.34 5.03
JPMorgan Market Expansion Enh Idx R2 JMEZX -3.47 12.35 13.84 -4.23 9.78 7.01
JHancock Small Cap Core R6 JORSX -0.53 16.05 18.97 -4.81 --- ---
JPMorgan Small Cap Core R2 JRJUX -3.13 15.05 16.62 -2.10 --- ---
JHancock New Opportunities R1 JRSOX -2.83 15.84 17.97 -2.49 9.97 ---
JHancock Small Cap Value A JSCAX -4.88 10.85 12.91 -0.98 5.72 4.55
JHancock Small Cap Value I JSCBX -4.82 10.97 12.96 -0.70 6.05 4.87
JHancock Small Cap Value R6 JSCCX -4.82 10.97 13.02 -0.57 6.15 4.99
JHancock Small Cap Value NAV JSCNX -4.83 10.98 12.97 -0.60 6.16 5.00
JPMorgan US Small Company I JSCSX -3.34 12.26 13.66 -2.86 9.81 5.52
JPMorgan US Small Company R2 JSCZX -3.39 12.16 13.54 -3.34 9.25 4.98
JPMorgan Small Cap Equity C JSECX -0.90 13.01 14.25 -0.10 11.35 7.44
JPMorgan Small Cap Equity R3 JSEPX -0.84 13.13 14.43 0.41 --- ---
JPMorgan Small Cap Equity R4 JSEQX -0.81 13.20 14.49 0.65 --- ---
JPMorgan Small Cap Equity R5 JSERX -0.81 13.24 14.53 0.85 12.44 8.50
JPMorgan Small Cap Equity R2 JSEZX -0.86 13.08 14.36 0.17 11.64 7.71
JHancock New Opportunities R2 JSSOX -2.77 16.00 18.13 -2.01 10.33 ---
JHancock New Opportunities R3 JTSOX -2.86 15.89 18.02 -2.27 10.07 ---
JPMorgan US Small Company A JTUAX -3.43 12.16 13.51 -3.16 9.52 5.24
JPMorgan US Small Company C JTUCX -3.44 12.12 13.46 -3.61 8.98 4.72
JPMorgan US Small Company R6 JUSMX -3.35 12.35 13.74 -2.62 10.10 5.80
JHancock New Opportunities R4 JUSOX -2.81 16.01 18.14 -1.93 10.48 ---
JPMorgan US Small Company R3 JUSPX -3.39 12.24 13.59 -3.12 --- ---
JPMorgan US Small Company R4 JUSQX -3.36 12.33 13.65 -2.92 --- ---
JPMorgan US Small Company L JUSSX -3.35 12.35 13.67 -2.73 10.00 5.71
JPMorgan US Small Company R5 JUSYX -3.35 12.31 13.71 -2.74 --- ---
JHancock New Opportunities R5 JVSOX -2.80 16.04 18.17 -1.72 10.67 ---
JHancock New Opportunities R6 JWSOX -2.77 16.07 18.20 -1.73 10.65 ---
Catholic Investor Small Cap I KCSIX -3.65 15.49 17.66 -3.59 10.38 ---
Catholic Investor Small Cap S KCSSX -3.57 15.52 17.67 -3.65 10.28 ---
Catholic Investor Small Cap Investor KCSVX -3.67 15.46 17.59 -3.78 --- ---
KP Small Cap Equity Institutional KPSCX -2.11 15.07 17.91 1.59 14.26 6.67
Keeley Small Cap Value I KSCIX -3.41 16.69 18.43 -4.98 5.78 1.04
Kinetics Small Cap Opportunities No Load KSCOX -0.29 19.40 25.81 11.58 22.58 8.72
Keeley Small Cap Value A KSCVX -3.42 16.62 18.33 -5.22 5.52 0.79
Kinetics Small Cap Opportunities Inst KSCYX -0.29 19.45 25.87 11.75 22.81 8.93
Keeley Small-Mid Cap Value I KSMIX -1.85 15.64 16.86 -5.03 10.26 3.88
Keeley Small-Mid Cap Value A KSMVX -1.89 15.62 16.86 -5.27 10.00 3.64
Kinetics Small Cap Opportunities Adv A KSOAX -0.32 19.31 25.72 11.25 22.25 8.43
Kinetics Small Cap Opportunities Adv C KSOCX -0.37 19.19 25.55 10.71 21.63 7.89
QS US Small Capitalization Equity FI LGSCX -3.79 14.11 16.13 -4.79 8.29 4.69
QS US Small Capitalization Equity A LMBAX -3.77 14.09 16.24 -4.67 8.36 4.72
QS US Small Capitalization Equity C LMBCX -3.84 13.83 15.91 -5.41 7.54 3.93
QS US Small Capitalization Equity IS LMBMX -3.78 14.13 16.17 -4.42 8.79 5.15
QS US Small Capitalization Equity I LMSIX -3.76 14.15 16.25 -4.54 8.62 5.06
Lord Abbett Small Cap Value A LRSCX -3.54 12.74 14.19 -2.33 8.29 4.72
Lord Abbett Small Cap Value F LRSFX -3.56 12.76 14.20 -2.17 8.45 4.87
Lord Abbett Small Cap Value F3 LRSOX -3.57 12.79 14.22 -1.99 --- ---
Lord Abbett Small Cap Value P LRSPX -3.59 12.65 14.11 -2.51 8.06 4.51
Lord Abbett Small Cap Value R2 LRSQX -3.64 12.61 14.00 -2.70 7.90 4.35
Lord Abbett Small Cap Value R3 LRSRX -3.63 12.66 14.03 -2.56 8.02 4.48
Lord Abbett Small Cap Value R4 LRSSX -3.59 12.67 14.11 -2.34 8.29 ---
Lord Abbett Small Cap Value R5 LRSTX -3.58 12.74 14.17 -2.12 8.57 ---
Lord Abbett Small Cap Value R6 LRSVX -3.57 12.74 14.22 -2.03 8.66 ---
Lord Abbett Small Cap Value I LRSYX -3.59 12.75 14.18 -2.13 8.55 4.97
Loomis Sayles Small Cap Value N LSCNX -3.33 13.92 15.31 -5.30 8.94 5.81
Loomis Sayles Small Cap Value Retail LSCRX -3.36 13.84 15.24 -5.61 8.59 5.48
Columbia Disciplined Small Core A LSMAX -3.41 13.84 15.38 -7.23 6.17 0.90
Columbia Disciplined Small Core C LSMCX -3.74 13.21 15.38 -8.04 5.35 0.12
Lord Abbett Small Cap Value C LSRCX -3.61 12.52 13.96 -3.06 7.50 3.96
Emerald Small Cap Value Investor LSRIX -4.72 12.42 15.55 -11.77 8.43 4.39
Emerald Small Cap Value Institutional LSRYX -4.52 12.52 15.78 -11.60 8.65 4.59
Loomis Sayles Small Cap Value Instl LSSCX -3.33 13.88 15.28 -5.37 8.86 5.74
Loomis Sayles Small Cap Value Admin LSVAX -3.38 13.75 15.13 -5.85 8.32 5.22
QS US Small Capitalization Equity A2 LUSAX -3.83 14.02 16.08 -4.94 8.11 4.49
Summit GI Small Cap Low Volatility A LVSMX -2.65 10.47 11.66 -1.02 --- ---
Lazard US Small-Mid Cap Equity Open LZCOX -2.16 13.06 15.13 -2.48 9.08 6.03
Lazard US Small-Mid Cap Equity Instl LZSCX -2.16 13.11 15.11 -2.29 9.39 6.34
iShares Russell 2000 Small-Cap Idx Instl MASKX -2.27 14.70 16.78 -0.43 13.41 6.62
Madison Small Cap A MASVX -5.02 10.55 12.53 -1.86 5.38 4.28
Mutual of America Instl Small Cap Value MAVSX -4.12 11.29 13.21 -3.48 7.25 4.26
Madison Small Cap B MBSVX -5.13 10.22 12.28 -2.61 4.56 3.48
MassMutual Premier Small Cap Opps R3 MCCRX -4.39 12.18 14.00 -1.72 10.60 ---
MM Russell 2000® Small Cap Index A MCJAX -2.31 14.59 16.67 -1.07 12.70 5.99
MM Russell 2000® Small Cap Index R4 MCJFX -2.40 14.57 16.65 -0.96 12.82 ---
MM Russell 2000® Small Cap Index R5 MCJIX -2.37 14.74 16.79 -0.57 13.26 6.52
MM Russell 2000® Small Cap Index Svc MCJSX -2.31 14.65 16.71 -0.73 13.07 6.34
MM Russell 2000® Small Cap Index R3 MCJTX -2.33 14.53 16.62 -1.18 12.54 ---
MM Russell 2000® Small Cap Index Adm MCJYX -2.30 14.71 16.67 -0.79 12.97 6.25
MM Russell 2000® Small Cap Index I MCJZX -2.37 14.74 16.79 -0.52 13.36 6.61
iShares Russell 2000 Small-Cap Idx Inv A MDSKX -2.32 14.62 16.70 -0.67 13.15 6.35
Morgan Dempsey Small/Micro Cap Value MITYX -5.12 5.34 7.28 -2.32 9.13 2.96
Victory Integrity Discovery A MMEAX -5.63 11.15 12.86 -6.60 11.02 6.00
Victory Integrity Discovery C MMECX -5.70 10.97 12.65 -7.35 10.16 5.17
Victory Integrity Discovery R MMERX -5.66 11.06 12.71 -7.11 10.45 5.51
Victory Integrity Discovery Y MMEYX -5.58 11.27 12.93 -6.36 11.28 6.27
MassMutual Select Small Cap Val Eq A MMQAX -5.12 12.34 14.50 -3.90 8.16 5.28
MassMutual Select Small Cap Val Eq R4 MMQFX -5.08 12.34 14.52 -3.81 8.26 ---
MassMutual Select Small Cap Val Eq I MMQIX -4.98 12.53 14.78 -3.29 8.78 ---
MassMutual Select Small Cap Val Eq Adm MMQLX -5.07 12.41 14.66 -3.63 8.46 5.55
MassMutual Select Small Cap Val Eq R5 MMQSX -5.06 12.50 14.75 -3.42 8.67 5.76
MassMutual Select Small Cap Val Eq R3 MMQTX -5.10 12.29 14.47 -4.01 8.01 ---
MassMutual Select Small Cap Val Eq Svc MMQYX -5.03 12.42 14.66 -3.47 8.57 5.67
Praxis Small Cap Index A MMSCX -5.31 10.35 12.62 -1.61 8.54 1.88
Praxis Small Cap Index I MMSIX -5.27 10.46 12.74 -0.84 9.21 2.52
MainStay Epoch US Small Cap Inv MOINX -3.39 12.65 14.39 -5.46 7.43 4.31
MassMutual Premier Small Cap Opps R4 MOORX -4.36 12.27 14.08 -1.46 10.88 ---
MainStay Epoch US Small Cap A MOPAX -3.37 12.68 14.49 -5.18 7.72 4.59
MainStay Epoch US Small Cap C MOPCX -3.45 12.46 14.21 -6.17 6.61 3.53
MainStay Epoch US Small Cap I MOPIX -3.37 12.77 14.57 -4.97 7.99 4.85
MainStay Epoch US Small Cap R1 MOPRX -3.35 12.76 14.57 -5.04 7.89 4.75
MainStay Epoch US Small Cap B MOTBX -3.44 12.45 14.26 -6.17 6.63 3.53
MainStay Epoch US Small Cap R2 MOTRX -3.38 12.69 14.46 -5.27 7.62 4.48
MainStay Epoch US Small Cap R3 MOVRX -3.40 12.60 14.37 -5.54 7.33 ---
Mondrian US Small Cap Equity MPUSX -3.67 12.07 13.25 --- --- ---
MassMutual Premier Small Cap Opps R5 MSCDX -4.33 12.38 14.13 -1.17 11.29 6.21
Mairs & Power Small Cap MSCFX -3.83 11.57 13.84 5.36 11.21 6.85
MassMutual Premier Small Cap Opps Adm MSCLX -4.37 12.31 14.06 -1.38 11.06 6.00
Morningstar US Small Cap PR USD MSCP -2.41 14.88 16.51 -1.04 10.01 5.01
Morningstar US Small Cap TR USD MSCPT -2.25 15.23 17.00 0.52 11.74 6.67
Morningstar US Small Core PR USD MSCR -3.01 13.55 14.68 -2.71 8.42 4.57
Morningstar US Small Core TR USD MSCRT -2.84 13.90 15.15 -1.11 10.20 6.22
MassMutual Premier Small Cap Opps I MSOOX -4.33 12.36 14.20 -1.05 11.39 ---
Litman Gregory Masters Smlr Coms Instl MSSFX -0.44 16.74 17.96 2.57 11.01 2.50
MassMutual Premier Small Cap Opps Svc MSVYX -4.34 12.32 14.06 -1.30 11.17 6.11
Great-West S&P SmallCap 600® Index Instl MXERX -4.61 11.62 13.97 -0.71 12.85 ---
Great-West S&P SmallCap 600® Index Inv MXISX -4.67 11.58 13.84 -1.08 12.48 7.60
Great-West Loomis Sayles Sm Cp Val Inv MXLSX -3.39 13.85 15.31 -4.86 8.77 5.56
Great-West S&P SmallCap 600® Index L MXNSX -4.68 11.43 13.76 -1.36 12.18 7.34
Great-West Loomis Sayles Sm Cp Val Instl MXTFX -3.31 14.04 15.47 -4.46 9.16 ---
Madison Small Cap Y MYSVX -5.09 10.52 12.52 -1.69 5.60 4.51
Vanguard Small Cap Index Inv NAESX -1.43 15.69 17.71 2.92 12.89 7.42
Natixis Vaughan Nelson Small Cap Value A NEFJX -2.38 15.06 16.56 -1.75 8.13 5.69
Natixis Vaughan Nelson Small Cap Value C NEJCX -2.52 14.82 16.27 -2.57 7.29 4.87
Natixis Vaughan Nelson Small Cap Value Y NEJYX -2.40 15.06 16.58 -1.50 8.39 5.95
Neuberger Berman Intrinsic Value A NINAX -1.58 21.65 22.51 5.16 12.39 6.71
Neuberger Berman Intrinsic Value C NINCX -1.64 21.47 22.33 4.42 11.56 5.92
Neuberger Berman Intrinsic Value Instl NINLX -1.57 21.77 22.63 5.58 12.81 7.11
Columbia Small Cap Index A NMSAX -4.65 11.57 13.86 -1.03 12.55 7.66
Columbia Small Cap Index Inst NMSCX -4.62 11.65 13.98 -0.75 12.84 7.93
Neuberger Berman Intrinsic Value R6 NRINX -1.51 --- --- --- --- ---
Nuveen NWQ Small-Cap Value A NSCAX -4.55 12.61 14.36 -10.59 7.14 4.13
Nuveen NWQ Small-Cap Value C NSCCX -4.59 12.43 14.19 -11.26 6.34 3.34
Nuveen NWQ Small-Cap Value R6 NSCFX -4.51 12.70 14.50 -10.24 7.58 4.55
Nuveen NWQ Small-Cap Value R3 NSCQX -4.57 12.54 14.29 -10.81 6.87 3.86
Nuveen NWQ Small-Cap Value I NSCRX -4.51 12.68 14.44 -10.37 7.41 4.38
Northern Small Cap Core NSGRX -2.99 12.92 14.80 -0.66 12.08 6.51
Northern Small Cap Index NSIDX -2.37 14.67 16.73 -0.51 13.28 6.50
Nuveen NWQ Small/Mid-Cap Value A NSMAX -2.31 15.12 16.20 -7.69 7.32 2.47
Nuveen NWQ Small/Mid-Cap Value C NSMCX -2.36 14.97 16.00 -8.37 6.53 1.71
Nuveen NWQ Small/Mid-Cap Value I NSMRX -2.31 15.22 16.28 -7.43 7.60 2.74
Nationwide WCM Focused Sm Cp A NWGPX -2.98 9.99 13.02 0.00 12.92 7.44
Nationwide WCM Focused Sm Cp C NWGQX -3.02 9.81 12.83 -0.73 12.08 6.65
Nationwide WCM Focused Sm Cp Instl Svc NWGSX -2.94 10.03 13.04 0.24 13.20 7.75
Nationwide WCM Focused Sm Cp R6 NWKEX -2.96 10.02 13.06 0.34 13.31 7.82
Nuveen NWQ Small/Mid Cap Value R6 NWQFX -2.25 15.27 16.38 -7.24 --- ---
Nuveen NWQ Small/Mid-Cap Value R3 NWQRX -2.29 15.08 16.14 -7.90 7.07 2.22
Nationwide Small Cap Index Instl Svc NWXRX -2.42 14.65 16.54 -0.76 --- ---
Orchard Small Cap Value I OCSIX -3.48 14.51 14.76 -13.56 10.22 ---
Orchard Small Cap Value N OCSNX -3.43 14.56 14.68 -13.79 9.96 ---
JPMorgan Market Expansion Enh Idx A OMEAX -3.41 12.50 13.96 -3.92 10.07 7.27
JPMorgan Market Expansion Enh Idx C OMECX -3.45 12.34 13.81 -4.44 9.46 6.62
JPMorgan Market Expansion Enh Idx R6 OMYGX -3.37 12.59 14.17 --- --- ---
Oak Ridge Dynamic Small Cap A ORSAX -2.89 15.68 16.91 0.83 13.34 ---
Oak Ridge Dynamic Small Cap I ORSIX -2.86 15.73 16.95 1.04 13.63 ---
Oppenheimer Main Street Small Cap A OSCAX -4.29 12.31 14.04 -1.44 10.83 5.75
Oppenheimer Main Street Small Cap C OSCCX -4.33 12.15 13.85 -2.17 10.02 4.92
Oppenheimer Main Street Small Cap R OSCNX -4.34 12.22 13.97 -1.66 10.54 5.45
Oppenheimer Main Street Small Cap Y OSCYX -4.27 12.33 14.15 -1.16 11.16 6.09
Oppenheimer Main Street Small Cap I OSSIX -4.27 12.40 14.12 -1.04 11.32 6.21
Pacific Advisors Small Cap Value A PASMX -1.65 17.44 20.95 -2.23 10.36 -4.80
T. Rowe Price Small-Cap Value Adv PASVX -3.01 12.63 14.01 -0.45 12.21 6.21
PIMCO StocksPLUS® Small A PCKAX -2.14 15.52 17.38 -1.50 15.44 7.03
PIMCO StocksPLUS® Small C PCKCX -2.14 15.31 17.06 -2.27 14.57 6.22
PIMCO StocksPLUS® Small I2 PCKPX -2.15 15.61 17.28 -1.30 15.80 7.32
PIMCO StocksPLUS® Small Administrative PCKTX -2.06 15.56 17.31 -1.33 15.63 ---
PACE Small/Medium Co Value Equity P PCSVX -2.42 14.83 16.64 -3.48 8.21 5.32
Royce Pennsylvania Mutual Invmt PENNX -2.97 13.81 16.05 -0.32 12.70 5.70
PACE Small/Medium Co Value Equity A PEVAX -2.45 14.79 16.58 -3.63 8.04 5.18
Pacific Funds Small-Cap C PFACX -2.93 12.54 14.59 -4.18 10.20 ---
Pacific Funds Small/Mid-Cap A PFDAX -1.52 13.77 15.60 -1.66 10.76 ---
Pacific Funds Small-Cap S PFJIX -2.93 12.80 14.79 -3.25 11.29 ---
Pacific Funds Small-Cap A PFKAX -2.96 12.74 14.66 -3.53 11.01 ---
Pacific Funds Small/Mid-Cap Advisor PFMDX -1.51 13.78 15.60 -1.42 11.04 ---
Pacific Funds Small/Mid-Cap S PFOIX -1.51 13.76 15.62 -1.39 11.09 ---
Paradigm Opportunity PFOPX -3.29 9.75 13.42 0.29 10.92 6.42
Pacific Funds Small/Mid-Cap C PFPCX -1.56 13.64 15.41 -2.36 9.97 ---
Pacific Funds Small-Cap Advisor PFQDX -2.92 12.82 14.84 -3.23 11.31 ---
Paradigm Select PFSLX -2.00 15.45 19.02 -1.62 11.67 7.64
Pacific Advisors Small Cap Value I PGISX -1.61 17.54 21.05 -1.97 10.55 -4.55
JPMorgan Market Expansion Enh Idx I PGMIX -3.35 12.63 14.07 -3.61 10.34 7.55
Pacific Advisors Small Cap Value C PGSCX -1.70 17.23 20.79 -2.93 9.53 -5.51
Principal SmallCap A PLLAX -1.41 16.55 18.32 0.18 12.48 6.17
Perritt MicroCap Opportunities Investor PRCGX -5.51 10.19 12.17 -11.07 8.23 2.43
Perritt Ultra MicroCap PREOX -3.25 13.48 14.87 -7.19 9.63 2.77
T. Rowe Price Small-Cap Value PRSVX -3.00 12.67 14.05 -0.42 12.49 6.49
T. Rowe Price Small-Cap Value I PRVIX -3.00 12.70 14.08 -0.31 12.64 ---
Principal SmallCap R1 PSABX -1.45 16.43 18.16 -0.28 11.99 5.72
Principal SmallCap S&P 600 Index R1 PSAPX -4.69 11.42 13.71 -1.54 11.88 7.04
Principal SmallCap J PSBJX -1.38 16.58 18.37 0.38 12.69 6.34
Principal SmallCap R3 PSBMX -1.41 16.53 18.30 0.08 12.34 6.06
Principal SmallCap R2 PSBNX -1.38 16.52 18.30 -0.09 12.15 5.87
Principal SmallCap R5 PSBPX -1.36 16.65 18.43 0.41 12.72 6.39
Principal SmallCap R4 PSBSX -1.35 16.58 18.34 0.26 12.57 6.26
PIMCO StocksPLUS® Small Institutional PSCSX -2.11 15.60 17.43 -1.10 15.94 7.44
Principal SmallCap Inst PSLIX -1.39 16.62 18.45 0.54 12.93 6.62
Principal SmallCap C PSMCX -1.44 16.36 18.06 -0.59 11.58 5.31
Principal SmallCap R-6 PSMLX -1.35 16.69 18.46 0.64 --- ---
PIMCO StocksPLUS® Small I-3 PSNSX -2.15 15.63 17.32 --- --- ---
Principal SmallCap S&P 600 Index R-6 PSPIX -4.62 11.63 13.95 -0.67 --- ---
Principal SmallCap S&P 600 Index Inst PSSIX -4.61 11.68 13.99 -0.72 12.80 7.93
Principal SmallCap S&P 600 Index J PSSJX -4.64 11.61 13.89 -0.94 12.56 7.66
Principal SmallCap S&P 600 Index R3 PSSMX -4.66 11.49 13.80 -1.23 12.23 7.37
Principal SmallCap S&P 600 Index R2 PSSNX -4.66 11.44 13.77 -1.41 12.02 7.17
Principal SmallCap S&P 600 Index R5 PSSPX -4.66 11.58 13.90 -0.94 12.57 7.70
Principal SmallCap S&P 600 Index R4 PSSSX -4.65 11.55 13.84 -1.06 12.43 7.57
PACE Small/Medium Co Value Equity Y PVEYX -2.39 14.87 16.66 -3.31 8.29 5.38
Paradigm Value PVFAX -3.95 10.80 14.47 3.17 13.54 7.40
Paradigm Micro-Cap PVIVX -1.05 18.84 21.97 -0.19 15.92 7.12
Pax Small Cap A PXSAX -0.81 11.77 14.25 -4.27 5.64 3.86
Pax Small Cap Individual Investor PXSCX -0.81 11.82 14.30 -4.27 5.64 3.87
Pax Small Cap Institutional PXSIX -0.81 11.80 14.25 -4.06 5.89 4.13
Federated MDT Small Cap Core A QASCX -3.45 12.20 13.93 -3.64 13.71 8.63
Pear Tree Polaris Small Cap Instl QBNAX -3.62 11.92 13.42 0.18 9.75 3.82
Federated MDT Small Cap Core C QCSCX -3.50 12.04 13.69 -4.37 12.87 7.82
Federated MDT Small Cap Core Instl QISCX -3.43 12.30 14.05 -3.36 14.00 8.91
Federated MDT Small Cap Core R6 QLSCX -3.43 12.24 13.98 -3.40 --- ---
AQR Small Cap Multi-Style R6 QSERX -3.38 12.21 14.77 -5.18 9.12 ---
AQR Small Cap Multi-Style I QSMLX -3.38 12.22 14.78 -5.24 9.02 4.63
AQR Small Cap Multi-Style N QSMNX -3.39 12.15 14.72 -5.47 8.75 4.36
AQR Small Cap Relaxed Constraint Eq I QSRIX -3.41 11.03 14.15 -8.33 --- ---
AQR Small Cap Relaxed Constraint Eq N QSRNX -3.42 10.94 14.06 -8.53 --- ---
AQR Small Cap Relaxed Constraint Eq R6 QSRRX -3.40 11.02 14.13 -8.23 --- ---
AQR TM Small Cap Multi-Style I QSSLX -3.19 11.76 14.21 -5.55 8.58 ---
AQR TM Small Cap Multi-Style N QSSNX -3.19 11.76 14.21 -5.78 8.30 ---
AQR TM Small Cap Multi-Style R6 QSSRX -3.19 11.75 14.20 -5.50 8.64 ---
Russell Inv US Small Cap Equity E REBEX -2.67 14.20 16.17 -1.29 12.09 5.47
Russell Inv US Small Cap Equity Y REBYX -2.63 14.32 16.29 -0.83 12.60 5.95
River Oak Discovery RIVSX -2.57 10.52 13.08 -8.57 6.97 3.24
Russell Inv US Small Cap Equity A RLACX -2.62 14.22 16.15 -1.25 12.12 5.49
Russell Inv US Small Cap Equity C RLECX -2.72 14.01 15.94 -2.02 11.27 4.69
Russell Inv US Small Cap Equity S RLESX -2.63 14.27 16.24 -1.00 12.42 5.76
Royce Low Priced Stock Invmt RLPHX -2.72 12.24 15.32 -0.14 9.68 2.01
Royce Micro-Cap Svc RMCFX -3.99 10.49 13.21 -1.28 8.76 0.85
Royce Small-Cap Leaders Invmt ROHHX -2.21 12.50 15.43 -2.91 9.35 2.95
Royce Micro-Cap Opportunity Invmt ROSFX -2.92 14.66 15.14 -2.24 16.15 2.66
Royce Pennsylvania Mutual Instl RPMIX -2.96 13.75 16.14 -0.25 12.85 5.81
Royce Pennsylvania Mutual R RPMRX -2.93 13.56 15.94 -0.86 11.91 4.96
RQSI Small Cap Hedged Equity Retail RQSAX -0.88 9.90 12.46 0.05 7.54 ---
RQSI Small Cap Hedged Equity Instl RQSIX -0.89 9.95 12.46 0.31 7.78 ---
Russell Inv US Small Cap Equity R6 RSCRX -2.63 14.33 16.29 -0.86 12.60 ---
Victory RS Partners A RSPFX -2.00 14.09 14.80 1.11 12.18 3.62
Victory RS Partners R RSPKX -2.01 14.00 14.67 0.73 11.78 3.24
Victory RS Partners Y RSPYX -2.00 14.18 14.84 1.43 12.54 3.95
Royce Total Return Instl RTRIX -2.94 11.85 13.27 -1.72 10.38 5.73
Royce Total Return R RTRRX -3.07 11.58 13.04 -2.43 9.56 4.94
Dreyfus/The Boston Company Sm Cp Val A RUDAX -3.44 11.53 12.88 1.29 --- ---
Russell Inv US Small Cap Equity M RUNTX -2.59 14.33 16.30 -0.86 --- ---
Russell 2000 PR USD RUT -2.43 14.43 16.38 -1.73 11.89 5.18
Royce Low Priced Stock Svc RYLPX -2.74 12.16 15.26 -0.40 9.42 1.75
Royce Micro-Cap Consult RYMCX -4.09 10.24 12.89 -2.22 7.75 -0.07
Royce Small-Cap Leaders Svc RYOHX -2.23 12.42 15.38 -3.20 9.08 2.68
Royce Micro-Cap Invmt RYOTX -3.90 10.59 13.25 -1.08 8.92 0.98
Royce Pennsylvania Mutual Consult RYPCX -2.90 13.59 15.84 -1.32 11.59 4.66
Royce Pennsylvania Mutual Svc RYPFX -2.97 13.64 16.03 -0.68 12.31 5.36
Rydex Russell 2000 H RYRHX -2.45 14.37 16.32 -2.12 11.52 4.79
Rydex Russell 2000 C RYROX -2.49 14.20 16.13 -2.83 10.68 4.03
Rydex Russell 2000 A RYRRX -2.45 14.36 16.33 -2.12 11.51 4.81
Royce Total Return Consult RYTCX -3.08 11.53 12.99 -2.77 9.20 4.57
Royce Total Return Svc RYTFX -3.00 11.79 13.26 -2.04 9.95 5.31
Royce Total Return Invmt RYTRX -2.95 11.84 13.24 -1.77 10.25 5.60
SA US Small Company Select SASLX -3.54 12.49 14.36 -2.68 --- ---
Virtus Ceredex Small-Cap Value Eq A SASVX -4.14 9.70 11.28 -0.88 8.18 5.39
SA US Small Company Investor SAUMX -3.58 12.42 14.29 -2.95 9.84 5.32
Segall Bryant & Hamill Small Cap Val SBHVX -2.23 13.01 14.27 6.86 12.99 7.33
Crossmark Steward Sm-Md Cp Enh Idx Instl SCECX -3.85 12.71 14.12 -2.30 10.76 6.78
Virtus Ceredex Small-Cap Value Eq I SCETX -4.06 9.85 11.49 -0.56 8.51 5.71
Summit GI Small Cap Low Volatility I SCLVX -2.56 10.55 11.74 -0.76 --- ---
Bernstein Small Cap Core SCB SCRSX -3.32 13.38 15.33 -4.48 9.11 ---
AB Small Cap Core Advisor SCRYX -3.41 13.47 15.42 -4.25 9.38 ---
AB Small Cap Core Z SCRZX -3.32 13.47 15.42 -4.15 9.41 ---
Hartford Schroders US Small Cap Opps I SCUIX -2.51 12.96 14.97 0.04 11.24 7.45
Hartford Schroders US Small Cap Opps SDR SCURX -2.47 12.98 14.98 0.13 11.35 ---
Hartford Schroders US Small Cap Opps A SCUVX -2.51 12.92 14.86 -0.26 10.92 7.14
Sit Small Cap Dividend Growth S SDFSX -3.00 12.33 13.68 -6.03 7.01 ---
Schwab Fundamental US Small Company Idx SFSNX -3.13 13.30 14.70 -0.42 10.68 6.61
STAAR Smaller Company Stock SITSX -2.35 10.63 12.94 -3.13 8.08 2.71
AMG Managers Skyline Special Equities N SKSEX -4.81 13.83 15.92 -9.12 6.12 3.31
AMG Managers Skyline Special Equities I SKSIX -4.82 13.88 15.96 -8.98 --- ---
AMG Managers Skyline Special Equities Z SKSZX -4.81 13.89 16.01 -8.89 --- ---
SEI Small Cap A (SIIT) SLPAX -2.89 13.13 15.26 -1.19 9.96 4.76
ProFunds Small Cap Inv SLPIX -2.26 14.81 16.75 -2.08 11.14 4.63
ProFunds Small Cap Svc SLPSX -2.35 14.58 16.45 -3.05 10.04 3.61
Columbia Disciplined Small Core Inst SMCEX -3.55 13.71 15.25 -7.06 6.39 1.12
Shelton S&P Smallcap Index Direct SMCIX -4.76 11.16 13.48 -1.68 11.83 7.79
Invesco Small Cap Equity A SMEAX -1.86 14.49 16.61 -5.21 7.16 3.30
Invesco Small Cap Equity C SMECX -1.94 14.25 16.46 -5.96 6.35 2.53
Invesco Small Cap Equity R6 SMEFX -1.78 14.56 16.80 -4.81 7.67 3.82
Invesco Small Cap Equity R5 SMEIX -1.80 14.60 16.76 -4.84 7.60 3.74
Invesco Small Cap Equity R SMERX -1.84 14.36 16.52 -5.49 6.87 3.03
Invesco Small Cap Equity Y SMEYX -1.79 14.51 16.74 -5.03 7.41 3.56
Shelton S&P Smallcap Index K SMLKX -4.80 11.03 13.35 -2.17 11.27 7.25
Summit GI Small Cap Low Volatility C SMLVX -2.61 10.33 11.54 -1.66 --- ---
Wells Fargo Small Cap Value A SMVAX -5.36 13.27 14.29 -8.39 9.88 3.28
Wells Fargo Small Cap Value C SMVCX -5.44 13.01 14.05 -9.07 9.08 2.51
Wells Fargo Small Cap Value Admin SMVDX -5.30 13.34 14.37 -8.18 10.12 3.49
Wells Fargo Small Cap Value R6 SMVRX -5.35 13.39 14.40 -7.98 10.38 3.74
AlphaCentric Small Cap Opps A SMZAX 0.87 17.92 20.68 --- --- ---
AlphaCentric Small Cap Opps C SMZCX 0.77 17.60 20.37 --- --- ---
AlphaCentric Small Cap Opps I SMZIX 0.87 17.89 20.65 --- --- ---
Saratoga Small Capitalization C SSCCX -3.38 12.25 14.50 -8.66 8.44 1.08
Sit Small Cap Dividend Growth I SSCDX -2.92 12.43 13.78 -5.78 7.31 ---
Columbia Disciplined Small Core V SSCEX -3.52 13.66 15.35 -7.32 6.15 0.88
Saratoga Small Capitalization I SSCPX -3.12 12.81 15.01 -7.63 9.48 2.11
Columbia Select Small Cap Value A SSCVX -3.28 13.39 15.21 -6.14 7.60 4.54
Saratoga Small Capitalization A SSCYX -3.07 12.82 14.74 -8.08 9.08 1.71
DWS Small Cap Core S SSLCX -3.10 15.24 17.25 -0.74 10.28 6.63
SEI Small/Mid Cap Equity A (SIIT) SSMAX -2.21 13.23 15.47 -1.66 10.56 5.74
Crossmark Steward Sm-Md Cp Enh Idx C SSMEX -3.81 13.10 14.43 -3.79 --- ---
State Street Small/Mid Cap Equity Index SSMHX -1.08 15.62 18.00 2.25 13.86 ---
State Street Small/Mid Cap Equity Idx A SSMJX -1.06 15.57 17.88 2.03 13.52 ---
State Street Small/Mid Cap Equity Idx K SSMKX -1.06 15.55 17.95 2.21 13.82 ---
State Street Small/Mid Cap Equity Idx I SSMLX -1.06 15.55 18.01 2.25 13.80 ---
Crossmark Steward Sm-Md Cp Enh Idx R6 SSMOX -3.82 13.15 14.42 -3.72 --- ---
SSgA Dynamic Small Cap A SSSDX -3.78 11.14 13.19 -3.54 9.56 ---
AMG SouthernSun Small Cap N SSSFX -2.59 17.76 18.95 -6.71 5.37 -0.40
AMG SouthernSun Small Cap I SSSIX -2.55 17.86 19.03 -6.49 5.62 -0.15
SSgA Dynamic Small Cap I SSSJX -3.74 11.23 13.29 -3.18 9.87 ---
SSgA Dynamic Small Cap K SSSKX -3.75 11.20 13.30 -3.21 9.94 ---
Columbia Select Small Cap Value Inst2 SSVIX -3.25 13.42 15.32 -5.86 7.97 4.91
Columbia Select Small Cap Value R SSVRX -3.28 13.29 15.17 -6.37 7.33 4.27
Virtus Ceredex Small-Cap Value Eq C STCEX -4.13 9.58 11.08 -1.39 7.72 4.97
SEI Tax-Managed Small/Mid Cap Y(SIMT) STMPX -2.97 11.42 13.42 -4.84 9.39 ---
SEI Tax-Managed Small/Mid Cap F (SIMT) STMSX -2.97 11.37 13.43 -5.01 9.16 4.75
Sterling Capital Stratton SmCp Val Instl STSCX -4.46 11.15 12.41 -5.26 10.73 4.70
Sterling Capital Stratton SmCp Val A STSNX -4.49 11.08 12.35 -5.49 10.45 ---
Sterling Capital Stratton SmCp Val C STSOX -4.54 10.91 12.14 -6.20 9.63 ---
Dreyfus/The Boston Company Sm Cp Val I STSVX -3.43 11.60 13.01 1.62 11.39 5.85
Columbia Select Small Cap Value C SVMCX -3.35 13.14 15.05 -6.86 6.79 3.76
SSgA Dynamic Small Cap N SVSCX -3.77 11.16 13.22 -3.43 9.67 5.53
Schwab Small-Cap Equity SWSCX -4.72 13.49 15.61 -3.04 11.02 6.29
Schwab Small Cap Index SWSSX -2.32 14.76 16.79 -0.35 13.46 6.68
DWS Small Cap Core A SZCAX -3.15 15.17 17.17 -0.97 10.03 6.38
DWS Small Cap Core C SZCCX -3.22 15.01 16.96 -1.74 9.20 5.57
DWS Small Cap Core Inst SZCIX -3.14 15.26 17.27 -0.69 --- ---
DWS Small Cap Core R6 SZCRX -3.11 15.26 17.26 -0.67 --- ---
DWS Small Cap Core T SZCTX -3.15 15.19 17.19 -0.93 --- ---
Third Avenue Small Cap Value Instl TASCX -3.92 10.64 11.67 -6.43 9.27 5.04
Third Avenue Small Cap Value Z TASZX -3.92 10.69 11.66 -6.33 --- ---
RBC Enterprise A TETAX -3.84 15.72 18.66 -8.02 10.11 1.58
RBC Enterprise I TETIX -3.86 15.71 18.66 -7.83 10.37 1.83
THB Asset Management MicroCap Ins THBIX -4.38 7.85 10.69 -2.95 14.79 4.42
THB Asset Management MicroCap Inv THBVX -4.46 7.76 10.55 -3.28 14.29 3.93
TIAA-CREF Small-Cap Blend Idx Inst TISBX -2.29 14.72 16.79 -0.29 13.63 6.85
Toreador Explorer Investor TMRLX -5.48 12.15 14.10 -4.95 10.39 ---
Toreador Explorer Institutional TMRZX -5.44 12.39 14.33 -4.55 10.71 ---
1290 GAMCO Small/Mid Cap Value A TNVAX -1.46 15.41 16.67 1.22 10.23 ---
1290 GAMCO Small/Mid Cap Value T TNVCX -1.46 15.50 16.76 1.50 10.54 ---
1290 GAMCO Small/Mid Cap Value I TNVIX -1.38 15.50 16.86 1.50 10.54 ---
1290 GAMCO Small/Mid Cap Value R TNVRX -1.47 15.38 16.65 0.95 9.97 ---
Timothy Plan Small Cap Value A TPLNX -3.53 13.85 15.73 -5.30 10.90 5.53
Timothy Plan Small Cap Value I TPVIX -3.48 13.92 15.85 -5.03 11.19 5.80
TIAA-CREF Small-Cap Blend Idx Retire TRBIX -2.33 14.71 16.71 -0.51 13.35 6.59
Crossmark Steward Sm-Md Cp Enh Idx A TRDFX -3.86 12.66 13.99 -2.63 10.43 6.46
TIAA-CREF Small-Cap Blend Idx Advisor TRHBX -2.34 14.67 16.74 -0.43 13.51 ---
Touchstone Small Cap A TSFAX -1.44 14.22 16.15 2.29 5.41 1.96
Touchstone Small Cap C TSFCX -1.55 14.03 15.86 1.51 4.63 1.21
Touchstone Small Cap Institutional TSFIX -1.42 14.30 16.32 2.63 5.79 2.31
Touchstone Small Cap Y TSFYX -1.41 14.35 16.26 2.55 5.69 2.23
TIAA-CREF Quant Sm/Md-Cp Eq Retail TSMEX -1.52 16.53 18.67 4.99 --- ---
TIAA-CREF Quant Sm/Md-Cp Eq Premier TSMMX -1.52 16.48 18.74 5.18 --- ---
TIAA-CREF Quant Sm/Md-Cp Eq Advisor TSMNX -1.52 16.55 18.80 5.33 --- ---
TIAA-CREF Quant Sm/Md-Cp Eq Retirement TSMOX -1.52 16.52 18.78 5.03 --- ---
TIAA-CREF Quant Sm/Md-Cp Eq W TSMUX -1.52 16.68 18.94 --- --- ---
TIAA-CREF Quant Sm/Md-Cp Eq Instl TSMWX -1.52 16.58 18.84 5.34 --- ---
Timothy Plan Small Cap Value C TSVCX -3.58 13.71 15.50 -5.96 10.08 4.75
Third Avenue Small Cap Value Investor TVSVX -3.93 10.57 11.55 -6.66 9.00 4.78
USAA Small Cap Stock Institutional UISCX -3.00 14.67 17.33 1.26 10.89 5.27
Pear Tree Polaris Small Cap Ord USBNX -3.65 11.87 13.30 -0.19 9.39 3.51
USAA Small Cap Stock USCAX -3.03 14.59 17.28 1.15 10.75 5.13
VALIC Company I Small Cap Index VCSLX -2.33 14.67 16.64 -0.68 13.18 6.46
Vanguard Explorer Value Inv VEVFX -3.26 12.46 14.37 -3.50 9.47 5.91
Private Capital Management Value A VFPAX -2.44 14.00 16.60 0.91 9.95 5.77
Private Capital Management Value I VFPIX -2.45 14.04 16.59 1.19 10.21 6.04
VY® JPMorgan Small Cap Core Equity R6 VPRSX -1.98 14.16 15.53 -0.40 --- ---
Voya Small Company P3 VPSCX -2.95 14.51 16.44 --- --- ---
Voya Russell Small Cap Index P2 VRSPX -2.35 14.78 16.84 -0.42 --- ---
Vanguard Russell 2000 Index I VRTIX -2.29 14.76 16.79 -0.31 13.53 6.73
Vanguard Small Cap Index I VSCIX -1.43 15.74 17.74 3.06 13.04 7.56
Natixis Vaughan Nelson Small Cap Value N VSCNX -2.33 15.14 16.65 -1.33 --- ---
Vanguard Small Cap Index InstlPlus VSCPX -1.42 15.73 17.74 3.06 13.05 7.58
JPMorgan Small Cap Equity A VSEAX -0.84 13.15 14.43 0.41 11.92 7.98
JPMorgan Small Cap Equity I VSEIX -0.83 13.18 14.47 0.66 12.22 8.28
JPMorgan Small Cap Equity R6 VSENX -0.81 13.24 14.56 0.92 --- ---
Vanguard Small Cap Index Adm VSMAX -1.43 15.72 17.73 3.05 13.03 7.55
Voya Small Company R VSMRX -3.00 14.36 16.30 -5.03 --- ---
Vanguard S&P Small-Cap 600 Index I VSMSX -4.67 11.61 13.95 -0.61 13.05 8.17
Voya Small Company Port R6 VSPRX -3.02 14.29 16.13 -4.91 10.22 ---
JPMorgan Small Cap Core A VSSBX -3.11 15.11 16.65 -1.87 --- ---
JPMorgan Small Cap Core R5 VSSCX -3.07 15.22 16.81 -1.43 14.13 7.24
JPMorgan Small Cap Core R6 VSSLX -3.06 15.24 16.84 -1.37 --- ---
JPMorgan Small Cap Core C VSSRX -3.15 14.98 16.52 -2.37 --- ---
JPMorgan Small Cap Core I VSSWX -3.10 15.19 16.75 -1.63 --- ---
Vanguard Strategic Small-Cap Equity Inv VSTCX -3.26 12.93 15.26 -2.71 9.90 6.17
Vanguard Tax-Managed Small Cap Adm VTMSX -4.57 11.83 14.15 -0.61 12.84 8.13
Vanguard Tax-Managed Small Cap I VTSIX -4.57 11.84 14.17 -0.59 12.88 8.17
Virtus Ceredex Small-Cap Value Eq R6 VVERX --- --- --- --- --- ---
Vulcan Value Partners Small Cap VVPSX -1.19 16.92 19.61 -3.63 8.49 5.77
Walden Small Cap WASOX -2.21 13.05 14.92 5.50 11.71 7.10
William Blair Small Cap Value N WBVDX -3.50 13.50 14.41 -2.75 8.27 4.62
TETON Westwood Mighty Mites I WEIMX -2.07 10.95 12.36 -3.36 10.79 5.00
TETON Westwood Mighty Mites AAA WEMMX -2.08 10.90 12.24 -3.63 10.49 4.73
TETON Westwood SmallCap Equity AAA WESCX -3.25 14.85 17.33 -3.24 14.42 6.97
Wells Fargo Factor Enhanced Small Cp WFESX -3.42 12.56 14.32 0.80 --- ---
Wells Fargo Intrinsic Small Cap Val Adm WFSDX -3.85 15.44 17.23 -5.50 9.61 5.37
Wells Fargo Intrinsic Small Cap Val A WFSMX -3.84 15.41 17.24 -5.63 9.45 5.20
Wells Fargo Intrinsic Small Cap Val Inst WFSSX -3.83 15.49 17.30 -5.31 9.82 5.58
Wells Fargo Small Cap Value Inst WFSVX -5.37 13.34 14.45 -8.04 10.33 3.69
Westwood SmallCap Institutional WHGSX -3.51 13.38 15.26 -4.50 12.36 6.79
Wasatch Small Cap Value Institutional WICVX -5.28 10.84 12.02 0.42 14.36 8.25
Wasatch Small Cap Value WMCVX -5.31 10.76 11.94 0.29 14.21 8.15
TETON Westwood Mighty Mites A WMMAX -2.09 10.87 12.22 -3.81 10.23 4.48
TETON Westwood Mighty Mites C WMMCX -2.13 10.74 12.06 -4.30 9.69 3.96
WP Smaller Companies Income Plus Instl WPSMX 0.00 33.52 37.88 6.25 10.82 ---
Wells Fargo Intrinsic Small Cap Val C WSCDX -3.91 15.20 16.98 -6.35 8.62 4.41
William Blair Small-Mid Cap Value I WSMIX -2.06 13.54 14.29 -1.80 8.18 5.14
Wilshire Small Company Value Instl WSMVX -4.35 11.55 13.03 -7.32 8.07 5.09
Wellington Shields Small-Cap Instl WSSSX -1.88 11.88 14.96 -0.70 6.11 -0.94
Segall Bryant & Hamill Micro Cap Retail WTMIX -3.78 11.30 13.60 -5.43 9.44 4.04
WV Concentrated Equities A WVCAX -2.39 11.97 14.33 2.71 --- ---
WV Concentrated Equities I WVCIX -2.39 12.06 14.47 2.81 --- ---
TETON Westwood SmallCap Equity A WWSAX -3.26 14.81 17.28 -3.51 14.14 6.69
TETON Westwood SmallCap Equity C WWSCX -3.32 14.64 17.09 -4.01 13.57 6.16
TETON Westwood SmallCap Equity I WWSIX -3.22 14.95 17.41 -3.01 14.73 7.24
Russell 2500 TR USD XIUSA000KZ -1.30 15.40 17.55 1.73 12.87 7.48
Russell 2000 Equal Weighted TR USD XIUSA000L4 --- --- --- --- --- ---
Russell 3000 Equal Weighted TR USD XIUSA000L5 --- --- --- --- --- ---
Russell Small Cap Complete TR USD XIUSA000L7 -1.11 15.69 17.94 2.25 13.87 7.68
Russell 2000 TR USD XIUSA000O5 -2.29 14.75 16.80 -0.39 13.44 6.63
Russell 2500 PR USD XIUSA04FMV -1.46 15.05 17.06 0.17 11.16 5.87
Russell Small Cap Complete PR USD XIUSA04G82 -1.25 15.38 17.49 0.78 12.23 6.15
Russell Micro Cap TR USD XIUSA04GCN -1.95 14.74 17.32 -3.94 13.21 4.73
Yorktown Small-Cap A YOVAX -4.23 12.18 14.50 -0.87 --- ---
Yorktown Small-Cap Institutional YOVIX -4.29 12.22 14.51 -0.70 --- ---
Yorktown Small-Cap L YOVLX -4.31 12.01 14.32 -1.65 --- ---
Zacks Small-Cap Core Inv ZSCCX -1.31 12.16 13.91 -4.16 12.10 6.87
Zacks Small-Cap Core Institutional ZSCIX -1.33 12.24 13.96 -3.93 12.40 7.16