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Small Value: Total Returns

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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 Value -8.18 -9.06 -13.86 -8.16 6.78 3.98
American Beacon Small Cap Value R6 AASRX -8.90 -8.83 -15.06 -8.44 --- ---
American Beacon Small Cp Val Adv AASSX -8.96 -9.28 -15.20 -8.93 6.15 4.65
AB Discovery Value A ABASX -7.00 -8.38 -11.72 -6.86 7.89 6.12
AB Discovery Value B ABBSX -6.99 -8.51 -11.73 -6.97 7.75 6.02
AB Discovery Value C ABCSX -7.01 -9.00 -11.85 -7.52 7.09 5.35
American Beacon Small Cp Val A ABSAX -8.93 -9.18 -15.13 -8.85 6.26 4.75
AB Discovery Value I ABSIX -6.95 -8.18 -11.66 -6.63 8.17 6.42
AB Discovery Value K ABSKX -7.01 -8.46 -11.72 -6.95 7.81 6.05
AB Discovery Value R ABSRX -7.04 -8.72 -11.82 -7.24 7.47 5.73
American Beacon Small Cp Val Y ABSYX -8.91 -8.91 -15.06 -8.54 6.60 5.09
AB Discovery Value Z ABSZX -6.95 -8.10 -11.63 -6.54 8.26 6.51
AB Discovery Value Advisor ABYSX -6.96 -8.15 -11.68 -6.63 8.16 6.40
American Century Small Cap Value A ACSCX -8.69 -11.03 -15.46 -9.97 6.03 5.15
American Century Small Cap Value I ACVIX -8.63 -10.65 -15.38 -9.50 6.55 5.62
Adirondack Small Cap ADKSX -11.42 -15.81 -18.85 -14.53 3.09 2.10
Ariel Discovery Institutional ADYIX -9.78 -16.77 -16.17 -16.17 3.15 -4.98
Alambic Small Cap Value Plus ALAMX -8.40 -8.40 -13.73 -8.44 6.92 ---
Columbia Small/Mid Cap Value A AMVAX -7.22 -9.96 -12.72 -8.62 5.05 4.10
Columbia Small/Mid Cap Value C AMVCX -7.30 -10.66 -12.86 -9.31 4.24 3.32
Ancora MicroCap I ANCIX -10.33 -15.61 -18.89 -14.22 4.24 5.06
AllianzGI NFJ Small-Cap Value R6 ANFVX -7.23 -12.38 -15.29 -11.59 5.31 ---
Ancora Special Opportunity I ANSIX -7.00 -4.27 -9.13 -3.56 8.73 6.91
Ariel Discovery Investor ARDFX -9.87 -17.06 -16.30 -16.37 2.85 -5.23
American Beacon Small Cp Val C ASVCX -8.97 -9.73 -15.30 -9.38 5.54 4.00
American Century Small Cap Value R6 ASVDX -8.63 -10.56 -15.44 -9.37 6.67 5.76
American Century Small Cap Value R5 ASVGX -8.62 -10.64 -15.36 -9.49 --- ---
American Century Small Cap Value Inv ASVIX -8.60 -10.76 -15.35 -9.66 6.34 5.43
American Century Small Cap Value C ASVNX -8.73 -11.70 -15.67 -10.64 5.27 4.35
AllianzGI NFJ Small-Cap Value P ASVPX -7.21 -12.48 -15.30 -11.72 5.15 2.64
American Century Small Cap Value R ASVRX -8.61 -11.23 -15.48 -10.11 5.82 4.91
American Century Small Cap Value Y ASVYX -8.62 -10.54 -15.33 -9.36 --- ---
Aegis Value AVALX -10.78 -10.10 -8.47 -2.13 20.36 1.19
Aegis Value A AVFAX -10.82 -10.32 -8.54 -2.37 20.11 ---
American Beacon Small Cp Val Inst AVFIX -8.90 -8.83 -15.06 -8.47 6.68 5.17
American Beacon Small Cp Val Inv AVPAX -8.92 -9.09 -15.10 -8.74 6.35 4.83
BMO Small-Cap Value A BACVX -7.62 -9.78 -15.00 -9.52 5.89 ---
Bridgeway Omni Small-Cap Value N BOSVX -10.36 -10.99 -17.32 -10.58 7.11 4.26
Bridgeway Omni Tax-Managed Sm-Cp Val N BOTSX -9.88 -9.78 -17.09 -9.48 7.43 4.59
Boston Partners Small Cap Value II Inv BPSCX -8.99 -11.41 -14.47 -10.49 5.92 4.28
Boston Partners Small Cap Value II I BPSIX -8.94 -11.20 -14.39 -10.26 6.19 4.55
Bridgeway Small-Cap Value BRSVX -10.98 -6.14 -15.19 -5.52 7.20 3.72
Bridgeway Ultra-Small Company BRUSX -11.47 -9.09 -18.09 -6.63 1.48 -1.30
Brandes Small Cap Value A BSCAX -3.41 --- -10.82 --- --- ---
Brandes Small Cap Value I BSCMX -5.89 --- -11.50 --- --- ---
Brandes Small Cap Value R6 BSCRX -5.86 --- -11.53 --- --- ---
BMO Small-Cap Value R6 BSVGX -7.88 -9.72 -15.19 -9.40 6.22 ---
Columbia Small Cap Value II R CCTRX -7.82 -10.56 -14.55 -9.94 5.58 4.68
Camelot Excalibur Small Cap Income A CEXAX -7.45 -2.41 -9.63 -0.05 7.98 ---
Camelot Excalibur Small Cap Income C CEXCX --- --- --- --- --- ---
Camelot Excalibur Small Cap Income I CEXIX -7.39 -2.29 -9.53 0.05 --- ---
Columbia Small Cap Value II Adv CLURX -7.69 -10.04 -14.40 -9.45 6.11 5.21
CM Advisors Small Cap Value CMOVX -17.95 -14.84 -18.55 -8.93 8.54 -2.06
Columbia Small/Mid Cap Value Inst CMOZX -7.20 -9.78 -12.63 -8.33 5.30 4.36
Columbia Small Cap Value II A COVAX -7.74 -10.29 -14.46 -9.68 5.85 4.95
Columbia Small Cap Value II C COVCX -7.78 -10.91 -14.60 -10.33 5.05 4.17
Columbia Small/Mid Cap Value Inst3 CPHPX -7.17 -9.64 -12.56 -8.18 5.42 4.51
Columbia Small Cap Value II Inst2 CRRRX -7.72 -9.97 -14.37 -9.33 6.26 5.37
Columbia Small Cap Value II Inst3 CRRYX -7.71 -9.95 -14.38 -9.31 6.33 5.43
CornerCap Small-Cap Value Institutional CSCJX -7.56 -9.15 -13.96 -8.32 --- ---
CornerCap Small-Cap Value Investor CSCVX -7.59 -9.35 -14.00 -8.60 6.89 5.92
Columbia Small Cap Value I Inst CSCZX -8.48 -11.24 -15.28 -10.88 9.21 5.98
Columbia Small Cap Value I A CSMIX -8.51 -11.47 -15.33 -11.10 8.93 5.71
Columbia Small Cap Value I C CSSCX -8.58 -12.11 -15.49 -11.80 8.11 4.92
Columbia Small Cap Value I R CSVRX -8.52 -11.66 -15.39 -11.32 8.66 5.45
Columbia Small Cap Value I Inst3 CSVYX -8.49 -11.11 -15.27 -10.72 9.40 6.18
Cullen Small Cap Value C CUSCX -5.21 -3.65 -7.45 -1.81 3.31 -0.97
Cullen Small Cap Value I CUSIX -5.11 -2.75 -7.22 -0.81 4.37 -0.03
Cullen Small Cap Value Retail CUSRX -5.07 -2.89 -7.23 -0.99 4.12 -0.23
Columbia Small Cap Value I Inst2 CUURX -8.47 -11.14 -15.27 -10.77 9.35 6.13
Columbia Small/Mid Cap Value T CVOWX -7.24 -9.95 -12.68 -8.52 5.08 4.12
Columbia Small Cap Value I Adv CVVRX -8.50 -11.26 -15.30 -10.89 9.21 5.98
Dean Small Cap Value DASCX -4.54 -6.78 -10.04 -6.94 7.07 5.17
Dunham Small Cap Value A DASVX -6.61 -4.55 -10.59 -4.30 8.44 5.70
Dunham Small Cap Value C DCSVX -6.68 -5.23 -10.78 -4.96 7.64 4.90
Delafield Fund DEFIX -7.16 -12.28 -13.47 -12.05 3.31 -1.22
Delaware Small Cap Value C DEVCX -7.33 -12.02 -14.52 -11.41 6.92 4.87
Delaware Small Cap Value Instl DEVIX -7.24 -11.20 -14.30 -10.52 8.00 5.93
Delaware Small Cap Value A DEVLX -7.27 -11.40 -14.37 -10.74 7.73 5.67
DFA US Targeted Value I DFFVX -8.92 -9.53 -14.89 -7.82 6.75 4.76
DFA US Small Cap Value I DFSVX -9.49 -8.51 -15.05 -7.28 6.71 4.41
DFA US Targeted Value R2 DFTPX -8.93 -9.72 -14.96 -8.04 6.49 4.50
DFA US Targeted Value R1 DFTVX -8.92 -9.61 -14.92 -7.91 6.65 4.66
DGHM V2000 SmallCap Value Instl DGIVX -7.56 -12.42 -15.56 -12.10 4.54 3.54
DGHM V2000 SmallCap Value Inv DGSMX -7.69 -12.82 -15.68 -12.54 4.09 3.10
Diamond Hill Small Cap A DHSCX -6.76 -9.01 -11.54 -7.57 3.97 3.33
Diamond Hill Small Cap I DHSIX -6.76 -8.77 -11.49 -7.31 4.28 3.62
Diamond Hill Small Cap C DHSMX -6.86 -9.68 -11.74 -8.31 3.19 2.55
Diamond Hill Small Cap Y DHSYX -6.75 -8.68 -11.47 -7.23 4.39 3.74
Dunham Small Cap Value N DNSVX -6.60 -4.32 -10.54 -4.03 8.73 5.96
Foundry Partners Fdmtl Sm Cp Val Instl DRISX -7.85 -10.55 -13.59 -10.85 6.49 5.18
Foundry Partners Fdmtl Sm Cp Val Inv DRSVX -7.85 -10.76 -13.66 -11.07 6.21 4.92
DFA Tax-Managed US Targeted Value DTMVX -9.26 -10.37 -15.06 -8.99 5.97 5.16
Delaware Small Cap Value R DVLRX -7.29 -11.62 -14.42 -10.97 7.46 5.40
Delaware Small Cap Value R6 DVZRX -7.23 -11.05 -14.27 -10.37 --- ---
Wells Fargo Special Small Cap Value A ESPAX -7.66 -8.32 -14.98 -7.45 8.35 6.56
Wells Fargo Special Small Cap Value C ESPCX -7.71 -8.97 -15.13 -8.14 7.54 5.76
Wells Fargo Special Small Cap Value R ESPHX -7.69 -8.53 -15.03 -7.68 8.11 ---
Wells Fargo Special Small Cap Value Adm ESPIX -7.65 -8.22 -14.96 -7.35 8.47 6.73
Wells Fargo Special Small Cap Value Inst ESPNX -7.63 -8.01 -14.90 -7.11 8.76 6.97
Wells Fargo Special Small Cap Value R6 ESPRX -7.65 -7.96 -14.90 -7.06 8.81 ---
Russell 2000 Value NR USD F00000T5IF -7.42 -6.32 -13.20 -5.83 8.74 5.20
Russell 2500 Value NR USD F00000T5II -6.39 -6.24 -11.23 -5.07 7.82 5.64
Russell 2000 Dividend Growth TR USD F00000UQUN -3.65 4.28 -4.48 2.27 13.80 11.03
Russell 2000 Dividend Growth PR USD F00000UQUO -3.90 1.95 -5.12 -0.25 11.02 8.27
Russell 2000 Dividend Growth NR USD F00000UQUS -3.72 3.57 -4.68 1.51 12.96 10.19
Russell 2000 Pure Value PR USD F00000VQ37 -7.99 -6.11 -12.11 -4.64 6.80 2.74
Russell 2000 Pure Value TR USD F00000VQ3B -7.78 -3.85 -11.47 -1.97 9.77 5.58
Russell 2000 Yield Factor TR USD F00000XICW -5.68 -3.15 -9.78 -2.47 8.11 5.47
Morningstar US Small Value NR USD F000010SC6 -6.93 -9.78 -13.00 -8.65 6.28 4.73
Fidelity® Small Cap Value FCPVX -7.00 -8.51 -11.88 -8.15 6.73 5.94
Fidelity Advisor® Small Cap Value A FCVAX -7.03 -8.75 -11.96 -8.43 6.44 5.67
Fidelity Advisor® Small Cap Value C FCVCX -7.13 -9.41 -12.16 -9.16 5.64 4.87
Fidelity Advisor® Small Cap Value I FCVIX -7.00 -8.50 -11.88 -8.19 6.73 5.96
Fidelity Advisor® Small Cap Value M FCVTX -7.11 -8.94 -12.01 -8.66 6.18 5.40
Fidelity Advisor® Small Cap Value Z FIKNX -7.00 --- --- --- --- ---
First Investors Special Situations B FISBX -7.56 -12.04 -14.71 -11.52 4.94 4.61
First Investors Special Situations A FISSX -7.51 -11.39 -14.55 -10.83 5.79 5.46
First Investors Special Situations Adv FISTX -7.48 -11.10 -14.46 -10.49 6.13 5.77
First Investors Special Situations Instl FISUX -7.47 -11.03 -14.45 -10.43 6.25 5.93
Franklin MicroCap Value R6 FMCVX -7.09 -12.83 -14.62 -12.25 6.16 2.19
Russell Micro Cap Value PR USD FOUSA063V4 -8.33 -6.64 -15.07 -5.96 8.79 4.70
Russell Micro Cap Value TR USD FOUSA063V5 -8.19 -5.37 -14.70 -4.55 10.54 6.44
Franklin Small Cap Value R6 FRCSX -5.65 -7.23 -10.86 -6.30 9.06 5.00
Franklin MicroCap Value A FRMCX -7.11 -13.10 -14.70 -12.54 5.78 1.80
Franklin Small Cap Value C FRVFX -5.73 -8.24 -11.12 -7.39 7.76 3.73
Franklin Small Cap Value A FRVLX -5.67 -7.59 -10.96 -6.68 8.57 4.50
Nuveen Small Cap Value A FSCAX -8.76 -14.94 -16.59 -15.15 4.65 5.64
Nuveen Small Cap Value I FSCCX -8.74 -14.71 -16.50 -14.93 4.92 5.91
Nuveen Small Cap Value C FSCVX -8.79 -15.51 -16.70 -15.78 3.88 4.86
Nuveen Small Cap Value R6 FSCWX -8.72 -14.56 -16.48 -14.78 --- ---
Nuveen Small Cap Value R3 FSVSX -8.80 -15.10 -16.63 -15.36 4.39 5.38
Franklin Small Cap Value Adv FVADX -5.64 -7.40 -10.89 -6.47 8.86 4.78
Franklin Small Cap Value R FVFRX -5.70 -7.81 -11.01 -6.93 8.30 4.25
Franklin MicroCap Value Adv FVRMX -7.09 -12.91 -14.64 -12.34 6.03 2.05
Victory Sycamore Small Company Opp R GOGFX -5.84 -4.27 -11.85 -3.41 10.03 8.30
Goldman Sachs Small Cp Val Insghts A GSATX -8.01 -4.83 -14.04 -3.87 9.22 6.59
Goldman Sachs Small Cp Val Insghts C GSCTX -8.08 -5.51 -14.21 -4.58 8.41 5.78
Goldman Sachs Small Cp Val Insghts Instl GSITX -7.98 -4.49 -13.96 -3.49 9.66 7.01
Goldman Sachs Small Cp Val Insghts P GSXPX -8.00 --- -13.97 --- --- ---
Goldman Sachs Small Cp Val Insghts R GTTRX -8.05 -5.07 -14.11 -4.11 8.95 6.32
Goldman Sachs Small Cp Val Insghts Inv GTTTX -8.01 -4.62 -13.99 -3.63 9.50 6.85
Goldman Sachs Small Cp Val Insghts R6 GTTUX -8.00 -4.49 -13.98 -3.50 9.67 ---
Hodges Pure Contrarian Retail HDPCX -9.58 -15.03 -9.04 -9.72 10.41 -2.53
Heartland Value Institutional HNTVX -6.82 -6.98 -9.59 -6.30 5.39 2.05
Heartland Value Plus Institutional HNVIX -9.69 -7.13 -16.37 -5.42 7.53 1.71
Heartland Value Investor HRTVX -6.85 -7.14 -9.62 -6.47 5.22 1.88
Heartland Value Plus Investor HRVIX -9.72 -7.31 -16.43 -5.62 7.34 1.49
Harbor Small Cap Value Opps Admin HSAVX -9.98 -9.37 -15.87 -6.49 --- ---
Harbor Small Cap Value Opps Inv HSIVX -9.99 -9.47 -15.96 -6.54 --- ---
Harbor Small Cap Value Opps Instl HSOVX -9.96 -9.18 -15.85 -6.29 --- ---
Harbor Small Cap Value Opps Retire HSRVX -9.95 -9.08 -15.83 -6.16 --- ---
Huber Capital Mid Cap Value Investor HUMDX -11.65 -9.71 -16.27 -8.29 --- ---
Huber Capital Mid Cap Value Instl HUMEX -11.61 -9.54 -16.22 -8.03 --- ---
Huber Capital Small Cap Value Instl HUSEX -10.56 -10.26 -16.75 -9.65 3.56 -1.04
Huber Capital Small Cap Value Inv HUSIX -10.64 -10.49 -16.81 -9.85 3.32 -1.36
Hotchkis & Wiley Small Cap Value A HWSAX -6.76 -6.27 -13.62 -5.80 5.61 5.15
Hotchkis & Wiley Small Cap Value C HWSCX -6.81 -6.92 -13.76 -6.49 4.82 4.36
Hotchkis & Wiley Small Cap Value I HWSIX -6.74 -6.06 -13.56 -5.56 5.87 5.41
Hotchkis & Wiley Sm Cp Divers Val A HWVAX -8.60 -7.88 -14.96 -7.40 11.11 ---
Hotchkis & Wiley Sm Cp Divers Val I HWVIX -8.55 -7.59 -14.87 -7.12 11.40 ---
VY® Columbia Small Cap Value II I ICISX -7.87 -10.13 -14.72 -9.50 6.28 5.36
Intrepid Endurance Investor ICMAX -1.95 -4.17 -1.74 -3.26 1.55 0.24
Intrepid Select Investor ICMTX -7.34 -11.19 -8.87 -8.62 7.35 ---
Intrepid Endurance Institutional ICMZX -1.97 -4.07 -1.77 -3.11 1.78 0.46
VY® Columbia Small Cap Value II A ICSAX -7.91 -10.57 -14.80 -9.92 5.76 4.84
VY® Columbia Small Cap Value II S ICSSX -7.90 -10.34 -14.78 -9.71 6.02 5.09
VY® Columbia Small Cap Value II S2 ICVPX -7.86 -10.45 -14.77 -9.85 5.86 4.94
Ivy ProShares Russell 2000 DivGrwrsIdx A IRUAX -3.66 3.39 -4.67 1.37 --- ---
Ivy ProShares Russell 2000 DivGrwrsIdx E IRUEX -3.66 3.47 -4.63 1.48 --- ---
Ivy ProShares Russell 2000 DivGrwrsIdx I IRUIX -3.65 3.67 -4.60 1.62 --- ---
Ivy ProShares Russell 2000 DivGrwrsIdx N IRUNX -3.65 3.67 -4.60 1.62 --- ---
Ivy ProShares Russell 2000 DivGrwrsIdx R IRURX -3.75 2.91 -4.80 0.83 --- ---
Transamerica Small Cap Core T1 ISMQX -9.32 -6.71 -14.07 -5.28 --- ---
Transamerica Small Cap Core I ISMTX -9.21 -6.50 -13.99 -5.03 6.26 3.40
James Small Cap JASCX -9.94 -18.40 -18.19 -16.57 -1.63 0.21
Janus Henderson Small Cap Value C JCSCX -4.03 -8.64 -10.64 -7.86 7.60 6.14
Janus Henderson Small Cap Value A JDSAX -4.02 -8.17 -10.53 -7.31 8.21 6.75
Janus Henderson Small Cap Value N JDSNX -3.94 -7.71 -10.40 -6.84 8.73 7.26
Janus Henderson Small Cap Value R JDSRX -4.00 -8.40 -10.58 -7.56 7.90 6.45
Janus Henderson Small Cap Value S JISCX -3.99 -8.15 -10.51 -7.32 8.19 6.73
Janus Henderson Small Cap Value D JNPSX -3.96 -7.86 -10.44 -7.02 8.56 7.08
Janus Henderson Small Cap Value I JSCOX -3.94 -7.82 -10.42 -6.93 8.61 7.13
Janus Henderson Small Cap Value T JSCVX -3.95 -7.93 -10.47 -7.09 8.47 7.00
Janus Henderson Small Cap Value L JSIVX -3.92 -7.74 -10.40 -6.87 8.71 7.23
JPMorgan Small Cap Value R3 JSVPX -7.31 -7.37 -13.43 -6.97 --- ---
JPMorgan Small Cap Value R4 JSVQX -7.31 -7.19 -13.41 -6.76 --- ---
JPMorgan Small Cap Value R5 JSVRX -7.27 -7.04 -13.35 -6.62 6.83 4.35
JPMorgan Small Cap Value R6 JSVUX -7.26 -6.95 -13.31 -6.50 6.95 4.46
JPMorgan Small Cap Value R2 JSVZX -7.33 -7.59 -13.48 -7.22 6.14 3.70
Keeley Small Cap Dividend Value I KSDIX -7.20 -9.05 -13.51 -8.68 7.74 4.69
Keeley Small Cap Dividend Value A KSDVX -7.21 -9.25 -13.60 -8.89 7.48 4.43
ClearBridge Small Cap Value IS LCBIX -7.96 -14.23 -16.93 -13.67 4.76 2.69
LSV Small Cap Value Institutional LSVQX -7.61 -10.93 -14.82 -10.77 6.25 5.89
LSV Small Cap Value Investor LVAQX -7.65 -11.17 -14.90 -11.00 5.95 ---
Victory Integrity Small-Cap Value C MCVSX -7.89 -12.10 -14.43 -11.19 5.27 3.90
MassMutual Select Small Company Value R4 MMVFX -7.74 -8.95 -14.00 -8.21 6.79 ---
MassMutual Select Small Company Val Svc MMVYX -7.69 -8.74 -13.93 -7.97 7.04 4.65
MassMutual Select Small Company Value A MMYAX -7.74 -9.02 -14.00 -8.30 6.68 4.30
MassMutual Select Small Company Val Adm MMYLX -7.66 -8.82 -13.95 -8.10 6.95 4.56
BMO Small-Cap Value I MRSNX -7.86 -9.92 -15.22 -9.53 6.03 4.42
Victory Integrity Small-Cap Value R MRVSX -7.85 -11.77 -14.34 -10.83 5.70 4.37
Morningstar US Small Val PR USD MSVL -7.14 -11.17 -13.41 -10.21 4.45 2.94
Morningstar US Small Val TR USD MSVLT -6.85 -9.18 -12.82 -7.98 7.08 5.50
MassMutual Select Small Company Val R3 MSVNX -7.75 -9.13 -13.99 -8.43 6.53 4.14
MassMutual Select Small Company Val R5 MSVSX -7.73 -8.70 -13.93 -7.95 7.13 4.76
MassMutual Select Small Company Val I MSVZX -7.69 -8.57 -13.85 -7.79 7.24 4.87
Victory Integrity Small-Cap Value R6 MVSSX -7.81 -11.11 -14.18 -10.13 6.54 5.15
Great-West Invesco Small Cap Value Instl MXMYX -8.29 -7.58 -13.12 -7.56 6.30 ---
Great-West Invesco Small Cap Value Inv MXSVX -8.36 -7.85 -13.23 -7.85 5.94 4.62
MFS® New Discovery Value A NDVAX -5.83 -4.49 -11.76 -2.90 10.80 7.33
MFS® New Discovery Value B NDVBX -5.94 -5.18 -11.93 -3.67 9.97 6.52
MFS® New Discovery Value C NDVCX -5.97 -5.21 -11.98 -3.69 9.96 6.50
MFS® New Discovery Value I NDVIX -5.91 -4.27 -11.74 -2.71 11.07 7.57
MFS® New Discovery Value R1 NDVRX -5.93 -5.18 -11.92 -3.67 9.97 6.51
MFS® New Discovery Value R2 NDVSX -5.92 -4.77 -11.87 -3.23 10.51 7.05
MFS® New Discovery Value R3 NDVTX -5.87 -4.54 -11.79 -2.95 10.80 7.31
MFS® New Discovery Value R4 NDVUX -5.84 -4.19 -11.67 -2.66 11.10 7.61
MFS® New Discovery Value R6 NDVVX -5.83 -4.12 -11.66 -2.58 11.22 7.70
Northern Small Cap Value NOSGX -7.09 -7.61 -13.42 -8.08 6.82 5.68
North Star Dividend I NSDVX -6.91 -8.64 -14.48 -8.61 7.09 5.66
North Star Micro Cap I NSMVX -8.00 -9.33 -15.15 -8.40 7.18 3.39
Columbia Small Cap Value II Inst NSVAX -7.75 -10.10 -14.46 -9.50 6.11 5.21
Nationwide Bailard Cogntv Val A NWHDX -8.81 -11.71 -15.23 -11.95 3.51 3.55
Nationwide Bailard Cogntv Val C NWHEX -8.87 -12.36 -15.40 -12.64 2.71 2.76
Nationwide Bailard Cogntv Val M NWHFX -8.80 -11.47 -15.18 -11.70 3.85 3.89
Nationwide Bailard Cogntv Val R6 NWHGX -8.73 -11.41 -15.18 -11.69 3.85 3.91
Nationwide Bailard Cogntv Val Instl Svc NWHHX -8.79 -11.62 -15.26 -11.81 3.71 3.83
Nationwide US Small Cap Value A NWUAX -8.99 -10.67 -15.14 -9.30 5.40 3.53
Nationwide US Small Cap Value C NWUCX -9.08 -11.32 -15.31 -10.00 4.59 2.76
Nationwide US Small Cap Value R6 NWUIX -9.03 -10.41 -15.08 -9.04 5.76 3.90
Nationwide US Small Cap Value Instl Svc NWUSX -9.06 -10.66 -15.15 -9.29 5.51 3.63
Optimum Small-Mid Cap Value A OASVX -7.25 -10.56 -12.80 -10.00 3.73 0.98
Oberweis Small-Cap Value Investor OBIVX -7.93 --- -14.47 --- --- ---
Oberweis Small-Cap Value Institutional OBVLX -7.88 -9.45 -14.41 -9.22 7.21 ---
Optimum Small-Mid Cap Value C OCSVX -7.27 -11.17 -12.94 -10.70 2.95 0.23
Olstein Strategic Opportunities A OFSAX -5.71 -8.30 -12.69 -5.98 4.94 3.06
Olstein Strategic Opportunities C OFSCX -5.81 -8.95 -12.85 -6.72 4.15 2.29
Olstein Strategic Opportunities Adviser OFSFX -5.71 -8.13 -12.64 -5.77 5.22 ---
O‘Shaughnessy Small Cap Value I OFSIX -10.47 -8.95 -15.22 -7.98 --- ---
Optimum Small-Mid Cap Value Instl OISVX -7.26 -10.32 -12.74 -9.82 3.98 1.23
JPMorgan Small Cap Value C OSVCX -7.34 -7.81 -13.55 -7.43 5.84 3.37
Oppenheimer Small Cap Value A OVSAX -8.73 -12.83 -17.37 -12.00 3.82 ---
Oppenheimer Small Cap Value C OVSCX -8.71 -13.43 -17.50 -12.65 3.05 ---
Oppenheimer Small Cap Value I OVSIX -8.56 -12.46 -17.28 -11.69 4.17 ---
Oppenheimer Small Cap Value R OVSRX -8.73 -13.00 -17.42 -12.23 3.57 ---
Oppenheimer Small Cap Value Y OVSYX -8.64 -12.65 -17.36 -11.83 4.08 ---
PIMCO RAE PLUS Small I-2 PCCPX -8.36 -4.99 -13.99 -4.32 11.27 ---
PIMCO RAE PLUS Small A PCFAX -8.41 -5.18 -14.05 -4.57 11.00 ---
PIMCO RAE PLUS Small C PCFEX -8.48 -5.90 -14.24 -5.30 10.14 ---
PIMCO RAE PLUS Small Instl PCFIX -8.42 -4.95 -14.01 -4.25 11.38 7.13
Principal SmallCap Value II R1 PCPTX -7.65 -8.93 -14.22 -8.42 5.31 4.25
AllianzGI NFJ Small-Cap Value A PCVAX -7.25 -12.69 -15.35 -11.96 4.88 2.39
AllianzGI NFJ Small-Cap Value C PCVCX -7.29 -13.19 -15.42 -12.52 4.12 1.64
Pacific Funds Small-Cap Value A PFEAX -8.09 -10.42 -14.87 -9.87 --- ---
Pacific Funds Small-Cap Value S PFEIX -8.05 -10.13 -14.79 -9.54 5.53 ---
Pacific Funds Small-Cap Value Advisor PFFDX -8.03 -10.19 -14.84 -9.66 --- ---
Pacific Funds Small-Cap Value C PFHCX -8.11 -11.02 -14.99 -10.55 --- ---
Principal SmallCap Value II R3 PJARX -7.55 -8.62 -14.04 -8.06 5.66 4.59
Principal SmallCap Value II R2 PKARX -7.61 -8.79 -14.14 -8.29 5.43 4.40
Principal SmallCap Value II R5 PLARX -7.51 -8.34 -13.97 -7.76 5.97 4.92
PIMCO RAE US Small A PMJAX -7.66 -5.10 -13.42 -4.32 8.40 ---
PIMCO RAE US Small Instl PMJIX -7.68 -4.82 -13.39 -4.01 8.80 ---
PIMCO RAE US Small I-2 PMJPX -7.71 -4.84 -13.43 -4.06 8.72 ---
PNC Multi Factor Small Cap Value A PMRRX -8.79 -9.30 -16.69 -9.78 4.02 3.93
PNC Multi Factor Small Cap Value I PMUIX -8.75 -9.13 -16.64 -9.60 4.30 4.15
AllianzGI NFJ Small-Cap Value R PNVRX -7.24 -12.87 -15.40 -12.16 4.62 2.14
Principal SmallCap Value II Instl PPVIX -7.61 -8.21 -14.02 -7.64 6.20 5.16
Putnam Small Cap Value R6 PSCMX -10.68 -12.62 -16.70 -10.03 5.50 4.56
Putnam Small Cap Value R PSCRX -10.75 -13.11 -16.89 -10.68 4.79 3.83
Putnam Small Cap Value A PSLAX -10.66 -12.90 -16.72 -10.39 5.06 4.11
Putnam Small Cap Value B PSLBX -10.82 -13.59 -16.97 -11.16 4.25 3.31
Putnam Small Cap Value C PSLCX -10.77 -13.48 -16.95 -11.03 4.28 3.31
Putnam Small Cap Value M PSLMX -12.08 -14.60 -18.12 -12.15 4.02 3.26
Putnam Small Cap Value R5 PSLRX -10.70 -12.70 -16.73 -10.12 5.36 4.43
Principal SmallCap Value II J PSMJX -7.59 -8.50 -14.11 -7.99 5.79 4.70
Principal SmallCap Value II R6 PSMVX -7.54 -8.14 -13.96 -7.55 6.24 ---
JPMorgan Small Cap Value A PSOAX -7.30 -7.38 -13.42 -6.96 6.44 3.97
JPMorgan Small Cap Value I PSOPX -7.27 -7.15 -13.37 -6.72 6.70 4.23
Principal SmallCap Value II R4 PSTWX -7.52 -8.43 -14.05 -7.87 5.86 4.79
Principal SmallCap Value II A PSVAX -7.56 -8.52 -14.05 -7.98 5.76 ---
PNC Multi Factor Small Cap Value C PSVCX -8.84 -9.98 -16.85 -10.52 3.29 3.25
PGIM QMA Small-Cap Value R2 PSVDX -7.39 -12.06 -15.53 --- --- ---
AllianzGI NFJ Small-Cap Value Instl PSVIX -7.21 -12.41 -15.31 -11.66 5.25 2.77
PGIM QMA Small-Cap Value R4 PSVKX -7.38 -11.86 -15.50 --- --- ---
AllianzGI NFJ Small-Cap Value Admin PVADX -7.22 -12.59 -15.30 -11.83 5.02 2.54
Pinnacle Value PVFIX -3.83 -8.39 -5.36 -7.53 1.30 1.35
Putnam Small Cap Value Y PYSVX -10.65 -12.66 -16.70 -10.13 5.32 4.36
Pzena Small Cap Value Institutional PZISX -7.43 -6.79 -13.21 -5.72 --- ---
PPM Small Cap Value Institutional PZSIX -11.03 --- -17.51 --- --- ---
Pzena Small Cap Value Investor PZVSX -7.50 -7.17 -13.32 -6.02 --- ---
Queens Road Small Cap Value QRSVX -4.59 -2.73 -5.95 -2.33 5.53 4.96
Quaker Small/Mid-Cap Impact Val Instl QSVIX -4.03 -1.23 -7.45 -0.72 6.94 5.74
Quaker Small/Mid-Cap Impact Val Advisor QUSVX -4.00 -1.45 -7.51 -0.94 6.68 5.48
Columbia Small/Mid Cap Value Adv RMCRX -7.18 -9.73 -12.65 -8.34 5.32 4.36
RBC Microcap Value I RMVIX -7.60 -6.80 -14.62 -7.13 6.46 5.14
Columbia Small/Mid Cap Value R RMVTX -7.28 -10.27 -12.82 -8.84 4.75 3.82
Royce Opportunity Consult ROFCX -11.08 -13.94 -18.67 -11.86 8.69 3.13
Royce Opportunity Instl ROFIX -11.00 -12.93 -18.42 -10.75 10.04 4.39
Royce Opportunity R ROFRX -11.01 -13.55 -18.54 -11.43 9.22 3.61
Reinhart Genesis PMV Investor RPMAX -6.47 --- -10.67 --- --- ---
Reinhart Genesis PMV Advisor RPMFX -6.46 --- -10.57 --- --- ---
RBC Small Cap Value R6 RRSVX -8.19 -14.52 -16.36 -13.47 --- ---
Columbia Small/Mid Cap Value Inst2 RSCMX -7.26 -9.77 -12.64 -8.26 5.40 4.46
Royce Special Equity Svc RSEFX -6.18 -7.26 -8.81 -6.85 8.20 3.63
Royce Special Equity Instl RSEIX -6.16 -6.99 -8.76 -6.56 8.52 3.96
Royce Special Equity Consult RSQCX -6.26 -7.96 -9.01 -7.59 7.32 2.81
RBC Small Cap Value I RSVIX -8.16 -14.53 -16.38 -13.48 6.82 ---
Royce Small-Cap Value Consultant RVFCX -7.00 -4.64 -13.43 -3.52 5.24 1.49
Royce Small-Cap Value Investment RVVHX -6.94 -3.64 -13.21 -2.44 6.35 2.58
Royce Small-Cap Value R RVVRX -6.97 -4.21 -13.28 -3.02 5.69 1.93
Rydex S&P MidCap 400 Pure Value H RYAVX -11.25 -11.77 -13.05 -9.71 6.82 4.19
Rydex S&P SmallCap 600 Pure Value H RYAZX -12.02 -13.28 -19.55 -13.25 3.01 0.24
Rydex S&P MidCap 400 Pure Value C RYMMX -11.31 -12.36 -13.20 -10.34 6.04 3.42
Rydex S&P MidCap 400 Pure Value A RYMVX -11.27 -11.74 -13.04 -9.68 6.83 4.20
Royce Opportunity Svc RYOFX -11.02 -13.27 -18.49 -11.08 9.60 3.96
Royce Opportunity Invmt RYPNX -11.01 -13.11 -18.51 -10.94 9.88 4.26
Royce Special Equity Invmt RYSEX -6.16 -7.02 -8.78 -6.62 8.45 3.87
Rydex S&P SmallCap 600 Pure Value A RYSVX -12.02 -13.21 -19.56 -13.21 2.97 0.22
Royce Small-Cap Value Service RYVFX -6.98 -3.85 -13.28 -2.69 6.12 2.30
Rydex S&P SmallCap 600 Pure Value C RYYCX -12.11 -13.84 -19.72 -13.88 2.18 -0.54
ClearBridge Small Cap Value A SBVAX -7.69 -14.33 -16.79 -13.76 4.40 2.31
ClearBridge Small Cap Value C SBVLX -7.48 -14.58 -16.67 -14.08 3.79 1.64
Small Cap Value SCAPX -11.41 -11.81 -14.12 -9.96 15.23 3.71
AB Small Cap Value A SCAVX -8.04 -10.12 -14.20 -9.33 7.22 ---
Transamerica Small Cap Core A SCCAX -9.26 -6.77 -14.06 -5.29 6.02 3.18
Transamerica Small Cap Core C SCCCX -9.32 -7.36 -14.19 -6.01 5.19 2.36
AB Small Cap Value C SCCVX -8.11 -10.74 -14.38 -10.01 6.38 ---
Schneider Small Cap Value SCMVX -18.21 -22.47 -25.60 -19.74 9.69 0.21
Wells Fargo Small Company Value A SCVAX -8.75 -8.42 -14.36 -7.46 8.05 5.10
Wells Fargo Small Company Value C SCVFX -8.78 -9.04 -14.48 -8.13 7.25 4.31
Wells Fargo Small Company Value Admin SCVIX -8.74 -8.31 -14.32 -7.36 8.21 5.27
Wells Fargo Small Company Value R6 SCVJX -8.70 -8.05 -14.28 -7.08 --- ---
Wells Fargo Small Company Value Inst SCVNX -8.72 -8.13 -14.30 -7.17 8.43 5.48
AB Small Cap Value Advisor SCYVX -8.03 -9.89 -14.13 -9.10 7.48 ---
SEI Small Cap Value F (SIMT) SESVX -7.82 -10.71 -14.54 -10.48 4.25 3.02
Guggenheim Mid Cap Value A SEVAX -6.20 -6.25 -11.01 -5.31 9.86 5.07
Guggenheim Mid Cap Value P SEVPX -6.21 -6.29 -11.03 -5.35 9.89 ---
Guggenheim Mid Cap Value C SEVSX -6.27 -6.91 -11.19 -6.03 9.01 4.28
ClearBridge Small Cap Value I SMCYX -7.89 -14.22 -16.88 -13.66 4.68 2.62
SEI Small Cap Value I (SIMT) SMVIX -7.85 -10.87 -14.59 -10.69 4.03 2.79
Invesco Small Cap Value R6 SMVSX -8.59 -16.89 -16.76 -16.44 --- ---
Snow Capital Small Cap Value A SNWAX -10.31 -10.64 -16.69 -10.06 3.91 0.22
Snow Capital Small Cap Value C SNWCX -10.38 -11.25 -16.85 -10.73 3.14 -0.52
Snow Capital Small Cap Value Instl SNWIX -10.30 -10.44 -16.65 -9.84 4.18 0.47
Sterling Capital Behav Sm Cp Val Eq A SPSAX -8.18 -11.31 -14.45 -11.45 5.00 4.41
Sterling Capital Behav Sm Cp Val Eq Intl SPSCX -8.16 -11.11 -14.42 -11.23 5.24 4.66
Sterling Capital Behav Sm Cp Val Eq C SPSDX -8.24 -11.95 -14.62 -12.13 4.19 3.63
Sterling Capital Behav Sm Cp Val Eq R SPSRX -8.19 -11.53 -14.50 -11.67 4.69 4.17
SEI Small Cap Value Y (SIMT) SPVYX -7.78 -10.46 -14.44 -10.25 4.53 ---
Victory Sycamore Small Company Opp A SSGSX -5.82 -4.07 -11.79 -3.20 10.27 8.55
Guggenheim Small Cap Value A SSUAX -5.75 -5.82 -11.68 -6.26 6.54 2.92
Guggenheim Small Cap Value Inst SSUIX -5.70 -5.56 -11.58 -6.01 6.85 3.16
Guggenheim Small Cap Value P SSUPX -5.76 -5.76 -11.61 -6.22 6.57 ---
Guggenheim Small Cap Value C SSVCX -5.83 -6.45 -11.87 -7.01 5.77 2.14
Sterling Capital Behav Sm Cp Val Eq R6 STRBX -8.21 --- -14.41 --- --- ---
ProFunds Small Cap Value Inv SVPIX -9.37 -7.63 -16.29 -6.80 8.24 5.00
ProFunds Small Cap Value Svc SVPSX -9.44 -8.49 -16.50 -7.73 7.18 3.95
Guggenheim Mid Cap Value Instl SVUIX -6.14 -6.06 -11.03 -5.08 10.01 5.42
Transamerica Small Cap Core Advisor TASOX -9.28 -6.65 -14.12 -5.19 --- ---
PGIM QMA Small-Cap Value Z TASVX -7.37 -11.68 -15.44 -11.04 6.62 4.89
Transamerica Small Cap Core R4 TCCFX -9.21 -6.76 -14.09 -5.26 5.98 3.20
Transamerica Small Cap Core R TCCRX -9.23 -6.85 -14.04 -5.41 --- ---
Transamerica Small Cap Core I3 TCCTX -9.27 -6.59 -14.13 -5.05 --- ---
Towle Deep Value TDVFX -14.61 -23.18 -22.18 -22.01 9.50 4.48
RBC Microcap Value A TMVAX -7.64 -7.06 -14.67 -7.38 6.16 4.87
PGIM QMA Small-Cap Value C TRACX -7.45 -12.64 -15.70 -12.05 5.50 ---
Tocqueville Select TSELX -8.08 -8.86 -15.48 -7.49 0.00 -0.91
PGIM QMA Small-Cap Value A TSVAX -7.38 -11.95 -15.54 -11.34 6.32 ---
PGIM QMA Small-Cap Value R6 TSVQX -7.36 -11.67 -15.47 -11.01 6.70 ---
PGIM QMA Small-Cap Value R TSVRX -7.38 -12.15 -15.57 -11.53 6.06 4.35
Touchstone Small Cap Value A TVOAX -7.67 -9.21 -14.13 -8.25 6.25 2.64
Touchstone Small Cap Value C TVOCX -7.72 -9.83 -14.31 -8.93 5.45 1.87
Touchstone Small Cap Value Institutional TVOIX -7.63 -8.87 -14.06 -7.88 6.66 3.04
Touchstone Small Cap Value Y TVOYX -7.66 -9.01 -14.12 -8.01 6.51 2.89
Undiscovered Managers Behavioral Val A UBVAX -7.91 -6.97 -13.07 -5.58 7.30 6.99
Undiscovered Managers Behavioral Val C UBVCX -7.96 -7.40 -13.18 -6.05 6.76 6.45
Undiscovered Managers Behavioral Val R6 UBVFX -7.87 -6.51 -12.96 -5.11 7.84 7.52
Undiscovered Managers Behavioral Val L UBVLX -7.87 -6.61 -12.99 -5.21 7.73 7.42
Undiscovered Managers Behavioral Val R2 UBVRX -7.93 -7.17 -13.12 -5.82 7.03 6.72
Undiscovered Managers Behavioral Val I UBVSX -7.89 -6.74 -13.02 -5.34 7.57 7.25
Undiscovered Managers Behavioral Val R3 UBVTX -7.92 -6.96 -13.08 -5.59 --- ---
Undiscovered Managers Behavioral Val R4 UBVUX -7.90 -6.75 -13.03 -5.35 --- ---
Undiscovered Managers Behavioral Val R5 UBVVX -7.89 -6.61 -12.99 -5.21 --- ---
VALIC Company II Small Cap Value VCSVX -7.54 -8.98 -14.29 -8.80 6.59 4.78
Alphaone Vimco Small Cap Value Instl VIMIX -6.05 -5.20 -10.90 --- --- ---
Alphaone Vimco Small Cap Value Investor VIMOX -6.06 --- -10.92 --- --- ---
Vanguard Small Cap Value Index Inv VISVX -6.71 -5.79 -11.99 -4.69 8.52 7.27
Vanguard Russell 2000 Value Index I VRTVX -7.35 -5.82 -13.06 -5.28 9.41 5.83
Invesco Small CapValue A VSCAX -8.61 -17.19 -16.84 -16.77 3.48 3.43
Victory Integrity Small-Cap Value A VSCVX -7.84 -11.56 -14.30 -10.62 5.97 4.62
Federated Clover Small Value A VSFAX -7.61 -11.45 -14.36 -10.11 5.54 4.57
Federated Clover Small Value C VSFCX -7.66 -12.07 -14.53 -10.77 4.75 3.78
Federated Clover Small Value Instl VSFIX -7.56 -11.22 -14.29 -9.86 5.81 4.84
Federated Clover Small Value R VSFRX -7.60 -11.44 -14.36 -10.10 5.52 4.49
Federated Clover Small Value R6 VSFSX -7.54 -11.15 -14.26 -9.77 --- ---
Vanguard Small Cap Value Index Admiral VSIAX -6.68 -5.67 -11.95 -4.57 8.67 7.41
Vanguard Small Cap Value Index I VSIIX -6.70 -5.65 -11.93 -4.56 8.68 7.41
Invesco Small CapValue C VSMCX -8.64 -17.82 -16.96 -17.36 2.73 2.66
Invesco Small CapValue Y VSMIX -8.57 -17.01 -16.76 -16.56 3.74 3.69
Vanguard S&P Small-Cap 600 Val Idx Instl VSMVX -9.34 -6.33 -16.09 -5.38 10.18 ---
Victory Sycamore Small Company Opp I VSOIX -5.80 -3.78 -11.72 -2.86 10.64 8.91
Victory Sycamore Small Company Opp R6 VSORX -5.78 -3.74 -11.71 -2.84 --- ---
Victory Sycamore Small Company Opp Y VSOYX -5.81 -3.92 -11.76 -3.03 10.41 8.69
VALIC Company I Small Cap Special Val VSSVX -7.89 -8.34 -15.49 -7.46 8.66 6.85
Victory Integrity Small-Cap Value Y VSVIX -7.84 -11.27 -14.23 -10.31 6.35 4.97
VY® Columbia Small Cap Value II R6 VYRDX -7.86 -10.12 -14.71 -9.50 --- ---
Vericimetry US Small Cap Value VYSVX -10.29 -11.45 -17.16 -10.59 4.81 3.57
Segall Bryant & Hamill SmdCpValDiv Instl WISDX -5.83 -6.88 -9.98 -5.93 --- ---
Segall Bryant & Hamill Sm Cp ValDivInstl WISVX -7.04 -6.17 -13.15 -6.32 4.87 3.96
WPG Partners Small/Micro Cap Value WPGTX -10.13 -13.62 -15.64 -12.38 2.35 -1.29
Walthausen Select Value R6 WRSIX -8.50 -7.91 -12.32 -6.40 --- ---
Walthausen Small Cap Value WSCVX -8.19 -12.23 -15.31 -11.11 6.93 3.29
Walthausen Select Value Institutional WSVIX -8.54 -8.05 -12.33 -6.55 6.20 3.70
Walthausen Select Value Retail WSVRX -8.55 -8.25 -12.39 -6.78 5.92 3.44
Segall Bryant & Hamill SmdCpValDiv Ret WTSDX -5.92 -7.06 -10.05 -6.11 --- ---
Segall Bryant & Hamill Sm Cp Val Div Ret WTSVX -7.06 -6.37 -13.19 -6.52 4.66 3.76
Russell 2000 Value TR USD XIUSA000KR -7.37 -5.85 -13.06 -5.31 9.38 5.82
Russell 2500 Value TR USD XIUSA000L1 -6.33 -5.73 -11.08 -4.49 8.48 6.27
Russell Small Cap Complete Value TR USD XIUSA000P7 -6.27 -6.28 -11.20 -5.09 8.26 6.01
Russell 2000 Value PR USD XIUSA04FMT -7.55 -7.45 -13.52 -7.11 7.20 3.70
Russell 2500 Value PR USD XIUSA04FMW -6.53 -7.49 -11.58 -6.47 6.20 4.09
Russell Small Cap Complete Value PR USD XIUSA04G81 -6.45 -7.96 -11.66 -7.01 6.02 3.83
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