World Small/Mid Stock: Total Returns

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Data through 11/13/2018. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
World Small/Mid Stock -2.43 -6.80 -7.33 -2.50 9.08 5.43
Invesco Global Small & Mid Cap Gr A AGAAX -1.03 -7.68 -5.33 -4.02 5.37 4.17
Invesco Global Small & Mid Cap Gr C AGACX -1.07 -8.26 -5.50 -4.73 4.58 3.40
Invesco Global Small & Mid Cap Gr Y AGAYX -1.03 -7.47 -5.27 -3.76 5.64 4.43
American Century Global Small Cap C AGCHX -5.67 -4.92 -13.11 -0.41 --- ---
American Century Global Small Cap A AGCLX -5.63 -4.29 -13.00 0.32 --- ---
American Century Global Small Cap I AGCSX -5.62 -3.90 -12.91 0.76 --- ---
American Century Global Small Cap R6 AGCTX -5.54 -3.75 -12.81 0.97 --- ---
American Century Global Small Cap Inv AGCVX -5.66 -4.13 -12.98 0.54 --- ---
American Century Global Small Cap R AGCWX -5.66 -4.52 -13.07 0.03 --- ---
Invesco Global Small & Mid Cap Growth R6 AGSSX -1.03 -7.34 -5.26 -3.64 --- ---
AllianzGI Global Small-Cap P ARSPX -4.93 -8.15 -10.94 -4.14 5.68 4.50
ALPS/Red Rocks Listed Private Eq III AVPEX -2.44 -5.33 -4.84 -2.07 8.12 ---
Calvert Global Energy Solutions I CAEIX -0.15 -15.09 -8.10 -12.76 3.48 -1.89
Calvert Global Energy Solutions C CGACX -0.34 -15.98 -8.33 -13.69 2.30 -3.11
Calvert Global Energy Solutions A CGAEX -0.16 -15.43 -8.09 -13.03 3.08 -2.27
Chiron SMid Opportunities I CSMOX -3.96 -0.48 -7.38 2.27 --- ---
American Funds SMALLCAP World 529A CSPAX -2.92 -3.68 -8.66 0.21 9.14 7.03
American Funds SMALLCAP World 529C CSPCX -2.98 -4.30 -8.84 -0.56 8.31 6.19
American Funds SMALLCAP World 529E CSPEX -2.94 -3.86 -8.71 0.00 8.91 6.79
American Funds SMALLCAP World 529F CSPFX -2.88 -3.48 -8.60 0.43 9.38 7.25
DFA Global Small Company Institutional DGLIX -2.36 -7.96 -8.74 -3.25 --- ---
AllianzGI Global Small-Cap Institutional DGSCX -4.93 -8.07 -10.92 -4.06 5.79 4.60
Wells Fargo Global Small Cap A EKGAX -2.28 -5.07 -6.91 -0.26 11.87 7.31
Wells Fargo Global Small Cap C EKGCX -2.35 -5.68 -7.08 -1.01 11.04 6.51
Wells Fargo Global Small Cap Inst EKGIX -2.25 -4.75 -6.82 0.12 12.31 7.74
Wells Fargo Global Small Cap Admin EKGYX -2.29 -4.96 -6.89 -0.14 12.03 7.46
Eaton Vance Global Small-Cap Equity A ESVAX -2.13 -2.75 -7.20 1.06 8.78 5.54
Eaton Vance Global Small-Cap Equity C ESVCX -2.19 -3.43 -7.44 0.34 7.96 4.75
Eaton Vance Global Small-Cap Equity I ESVIX -2.13 -2.60 -7.22 1.34 9.05 5.81
Evermore Global Value Investor EVGBX -5.23 -12.20 -11.14 -10.35 7.33 5.40
Evermore Global Value Institutional EVGIX -5.18 -12.04 -11.10 -10.14 7.57 5.65
Russell RAFI Global SC PR USD F00000MFSD -2.15 -11.71 -7.61 -7.58 7.03 3.63
Russell RAFI Global SC NR USD F00000MFSF -2.07 -10.16 -7.17 -5.76 9.13 5.58
Russell RAFI Global SC TR USD F00000MFSG -2.05 -9.82 -7.08 -5.35 9.59 6.02
Russell RAFI Dv SC PR USD F00000MFTD -2.60 -9.67 -7.82 -5.64 7.24 4.73
Russell RAFI Dv SC NR USD F00000MFTF -2.53 -8.24 -7.40 -3.98 9.14 6.52
Russell RAFI Dv SC TR USD F00000MFTG -2.51 -7.89 -7.31 -3.56 9.62 6.99
Russell Global SC Defensive PR USD F00000OS0H -0.69 -7.10 -6.87 -3.19 7.72 5.23
Russell Global SC Defensive TR USD F00000OS0I -0.57 -5.13 -6.33 -0.86 10.40 7.85
Russell Global SC Dynamic PR USD F00000OS0J -4.55 -13.18 -11.56 -8.48 4.89 1.41
Russell Global SC Dynamic TR USD F00000OS0K -4.49 -12.03 -11.25 -7.10 6.45 2.91
Russell Global SC Defensive NR USD F00000P2P4 -0.59 -5.52 -6.43 -1.33 9.86 7.32
Russell Global SC Dynamic NR USD F00000P2P5 -4.50 -12.23 -11.30 -7.35 6.16 2.63
Morningstar Gbl Mkts SMID Cap GR USD F00000YGDM -1.46 -5.77 -6.45 -1.13 9.10 6.61
Morningstar Gbl Mkts SMID Cap NR USD F00000YGDO -1.48 -6.13 -6.54 -1.56 8.62 6.14
Morningstar Gbl Mkts SMID Cap PR USD F00000YGDP -1.56 -7.44 -6.89 -3.11 6.89 4.47
Templeton Global Smaller Comp R6 FBOGX -2.52 -12.28 -9.01 -7.27 6.85 3.34
Fidelity Advisor® Glbl Capital Apprec C FEUCX -4.28 -10.54 -9.45 -6.76 6.23 6.38
Fidelity Advisor® Glbl Capital Apprec I FEUIX -4.25 -9.73 -9.22 -5.84 7.32 7.46
Fidelity Advisor® Glbl Capital Apprec A FGEAX -4.24 -10.01 -9.27 -6.10 7.02 7.17
Fidelity Advisor® Glbl Capital Apprec M FGETX -4.27 -10.20 -9.37 -6.35 6.74 6.90
Federated Hermes SDG Engagement Eq Instl FHESX --- --- --- --- --- ---
Russell Developed MC TR USD FOUSA093CJ -1.75 -4.73 -6.00 -0.79 8.95 7.12
Russell Developed MC NR USD FOUSA093CL -1.77 -5.10 -6.10 -1.25 8.45 6.63
Russell Developed MC PR USD FOUSA093CN -1.84 -6.39 -6.46 -2.79 6.75 4.99
Russell Developed MC TR Hdg USD FOUSA093CP -1.07 -2.43 -5.35 0.90 9.31 8.83
Russell Developed SC TR USD FOUSA093KP -2.84 -6.05 -8.63 -1.55 9.51 6.42
Russell Developed SC NR USD FOUSA093KR -2.85 -6.35 -8.70 -1.91 9.08 6.00
Russell Developed SC PR USD FOUSA093KT -2.92 -7.53 -9.04 -3.31 7.47 4.44
Russell Developed SC TR Hdg USD FOUSA093KV -2.07 -3.48 -7.88 0.37 9.86 8.47
Russell Developed x CA SC TR USD FOUSA093O1 -2.62 -5.67 -8.53 -1.10 9.66 6.92
Russell Developed x CA SC NR USD FOUSA093O3 -2.63 -5.96 -8.61 -1.46 9.24 6.51
Russell Developed x CA SC PR USD FOUSA093O5 -2.70 -7.14 -8.94 -2.85 7.65 4.96
Russell Developed x CA SC TR Hdg USD FOUSA093O7 -1.90 -3.24 -7.81 0.68 10.01 8.81
Russell Global MC TR USD FOUSA0987U -1.58 -6.45 -6.08 -2.38 8.48 6.26
Russell Global MC NR USD FOUSA0987W -1.60 -6.80 -6.18 -2.82 7.99 5.79
Russell Global MC PR USD FOUSA0987Y -1.67 -8.17 -6.56 -4.46 6.19 4.07
Russell Global SC TR USD FOUSA0988U -2.59 -8.73 -8.88 -4.10 8.44 5.40
Russell Global SC NR USD FOUSA0988W -2.60 -9.02 -8.95 -4.45 8.03 5.00
Russell Global SC PR USD FOUSA0988Y -2.67 -10.26 -9.29 -5.92 6.33 3.35
Russell Global xAUS MC TR USD FOUSA099OE -1.58 -6.32 -6.03 -2.25 8.39 6.29
Russell Global xAUS MC NR USD FOUSA099OG -1.60 -6.68 -6.12 -2.68 7.90 5.84
Russell Global xAUS MC PR USD FOUSA099OI -1.67 -8.02 -6.48 -4.28 6.15 4.15
Russell Global xAUS SC TR USD FOUSA099OW -2.60 -8.71 -8.94 -4.09 8.34 5.47
Russell Global xAUS SC NR USD FOUSA099OY -2.62 -9.00 -9.01 -4.44 7.93 5.08
Russell Global xAUS SC PR USD FOUSA099P0 -2.69 -10.21 -9.34 -5.87 6.28 3.48
Russell Global xCA MC TR USD FOUSA099QE -1.47 -6.20 -5.94 -2.09 8.53 6.55
Russell Global xCA MC NR USD FOUSA099QG -1.49 -6.55 -6.03 -2.52 8.05 6.09
Russell Global xCA MC PR USD FOUSA099QI -1.56 -7.93 -6.41 -4.16 6.25 4.37
Russell Global xCA SC TR USD FOUSA099QW -2.40 -8.53 -8.81 -3.85 8.52 5.76
Russell Global xCA SC NR USD FOUSA099QY -2.41 -8.81 -8.88 -4.20 8.12 5.37
Russell Global xCA SC PR USD FOUSA099R0 -2.48 -10.06 -9.22 -5.66 6.42 3.72
Russell Global xJPN MC TR USD FOUSA099UE -1.18 -6.16 -6.31 -1.93 8.75 6.21
Russell Global xJPN MC NR USD FOUSA099UG -1.20 -6.52 -6.40 -2.39 8.24 5.73
Russell Global xJPN MC PR USD FOUSA099UI -1.28 -7.89 -6.76 -4.03 6.43 3.99
Russell Global xJPN SC TR USD FOUSA099UW -2.20 -8.25 -9.35 -3.50 8.34 5.03
Russell Global xJPN SC NR USD FOUSA099UY -2.21 -8.54 -9.42 -3.87 7.92 4.61
Russell Global xJPN SC PR USD FOUSA099V0 -2.29 -9.77 -9.74 -5.34 6.23 2.98
Russell Global xUK MC TR USD FOUSA099YE -1.63 -6.22 -6.06 -2.31 8.94 6.55
Russell Global xUK MC NR USD FOUSA099YG -1.65 -6.59 -6.16 -2.76 8.43 6.05
Russell Global xUK MC PR USD FOUSA099YI -1.72 -7.91 -6.53 -4.34 6.69 4.40
Russell Global xUK SC TR USD FOUSA099YW -2.59 -8.53 -8.95 -4.03 8.85 5.60
Russell Global xUK SC NR USD FOUSA099YY -2.61 -8.83 -9.03 -4.40 8.42 5.18
Russell Global xUK SC PR USD FOUSA099Z0 -2.67 -10.04 -9.36 -5.82 6.77 3.59
Invesco Global Small & Mid Cap Gr R5 GAIIX -1.03 -7.39 -5.26 -3.76 5.73 4.54
GMO Climate Change III GCCHX -1.53 -11.06 -5.52 -7.75 --- ---
Grandeur Peak Global Stalwarts Investor GGSOX -2.25 -8.43 -9.41 -3.17 9.91 ---
Grandeur Peak Global Stalwarts Instl GGSYX -2.24 -8.25 -9.36 -2.95 10.17 ---
MFS® Global New Discovery A GLNAX -2.58 -2.98 -8.30 2.50 10.26 6.23
MFS® Global New Discovery B GLNBX -2.66 -3.65 -8.47 1.71 9.43 5.43
MFS® Global New Discovery C GLNCX -2.66 -3.65 -8.47 1.71 9.43 5.43
MFS® Global New Discovery I GLNIX -2.54 -2.79 -8.24 2.75 10.56 6.49
MFS® Global New Discovery R1 GLNJX -2.66 -3.66 -8.48 1.71 9.41 5.42
MFS® Global New Discovery R2 GLNKX -2.62 -3.23 -8.38 2.21 10.00 5.94
MFS® Global New Discovery R3 GLNLX -2.63 -3.03 -8.30 2.45 10.26 6.22
MFS® Global New Discovery R4 GLNMX -2.59 -2.84 -8.28 2.69 10.53 6.46
MFS® Global New Discovery R6 GLNNX -2.59 -2.74 -8.23 2.85 10.65 6.59
AlphaCentric Global Innovations Fund A GNXAX -1.83 -6.15 -5.36 -10.43 --- ---
AlphaCentric Global Innovations Fund C GNXCX -1.84 -6.68 -5.49 -11.02 --- ---
AlphaCentric Global Innovations Fund I GNXIX -1.82 -5.89 -5.26 -10.18 --- ---
Grandeur Peak Global Opportunities Instl GPGIX -2.19 -11.41 -8.93 -5.78 8.68 6.96
Grandeur Peak Global Opportunities Inv GPGOX -2.49 -11.56 -9.04 -5.97 8.40 6.67
Grandeur Peak Global Micro Cap Instl GPMCX -2.75 -12.43 -7.66 -6.54 9.06 ---
Grandeur Peak Global Reach Instl GPRIX -2.18 -9.39 -9.18 -3.42 9.28 7.82
Grandeur Peak Global Reach Inv GPROX -2.13 -9.54 -9.21 -3.55 9.03 7.56
Hartford Environmental Opportunities F HEOFX -1.24 -10.99 -5.89 -9.38 --- ---
Hartford Environmental Opportunities I HEOIX -1.24 -10.98 -5.93 -9.34 --- ---
Hartford Environmental Opportunities A HEOMX -1.33 -11.27 -6.01 -9.68 --- ---
Hartford Environmental Opportunities C HEONX -1.33 -11.20 -5.93 -9.55 --- ---
Hartford Environmental Opportunities R3 HEORX -1.33 -11.21 -5.94 -9.61 --- ---
Hartford Environmental Opportunities R4 HEOSX -1.25 -11.13 -5.93 -9.52 --- ---
Hartford Environmental Opportunities R5 HEOTX -1.24 -11.05 -5.93 -9.43 --- ---
Hartford Environmental Opportunities R6 HEOVX -1.24 -10.97 -5.92 -9.34 --- ---
Hartford Environmental Opportunities Y HEOYX -1.24 -10.98 -5.93 -9.37 --- ---
Hartford Global Impact A HGXAX 0.00 -5.29 -7.70 1.83 --- ---
Hartford Global Impact C HGXCX 0.00 -5.69 -7.81 1.28 --- ---
Hartford Global Impact F HGXFX 0.00 -4.95 -7.59 2.26 --- ---
Hartford Global Impact I HGXIX 0.00 -5.00 -7.65 2.20 --- ---
Hartford Global Impact R3 HGXRX 0.00 -5.19 -7.70 2.00 --- ---
Hartford Global Impact R4 HGXSX 0.00 -5.22 -7.71 1.95 --- ---
Hartford Global Impact R5 HGXTX 0.09 -5.02 -7.61 2.23 --- ---
Hartford Global Impact R6 HGXVX 0.09 -4.93 -7.60 2.31 --- ---
Hartford Global Impact Y HGXYX 0.00 -5.02 -7.62 2.15 --- ---
Invesco Select Opportunities R6 IZFSX -3.03 -9.82 -4.74 -5.40 6.90 3.16
Invesco Select Opportunities A IZSAX -3.07 -10.01 -4.81 -5.66 6.61 2.90
Invesco Select Opportunities C IZSCX -3.14 -10.64 -5.02 -6.40 5.82 2.13
Invesco Select Opportunities R5 IZSIX -3.02 -9.81 -4.74 -5.46 6.90 3.17
Invesco Select Opportunities R IZSRX -3.05 -10.19 -4.88 -5.92 6.37 2.66
Invesco Select Opportunities Y IZSYX -3.03 -9.87 -4.80 -5.46 6.88 3.16
DWS Global Small Cap A KGDAX -5.68 -13.40 -12.12 -9.38 2.20 1.20
DWS Global Small Cap C KGDCX -5.73 -13.98 -12.28 -10.07 1.45 0.45
DWS Global Small Cap Inst KGDIX -5.58 -13.07 -11.95 -9.00 2.52 1.54
DWS Global Small Cap T KGDTX -5.67 -13.32 -12.11 -9.32 --- ---
DWS Global Small Cap R6 KGDZX -5.65 -13.11 -12.04 -9.02 2.59 ---
Kinetics Global Adv A KGLAX -7.06 -17.20 -11.77 -1.55 10.80 1.84
Kinetics Global Adv C KGLCX -7.17 -17.60 -11.87 -2.15 9.88 1.09
ALPS|Red Rocks Listed Private Equity Inv LPEFX -2.45 -5.31 -4.92 -2.08 8.66 6.56
ALPS|Red Rocks Listed Private Equity I LPEIX -2.40 -5.09 -4.83 -1.74 9.00 6.90
ALPS|Red Rocks Listed Private Equity R LPERX -2.39 -5.45 -4.98 -2.25 8.45 6.42
ALPS|Red Rocks Listed Private Equity A LPFAX -2.45 --- -4.92 --- --- ---
ALPS|Red Rocks Listed Private Equity C LPFCX -2.44 -5.89 -5.05 -2.77 7.90 5.83
Morgan Stanley Inst Global Insight A MBPHX -1.70 -0.94 -5.44 3.49 17.73 8.96
Morgan Stanley Inst Global Insight I MBPIX -1.63 -0.60 -5.30 3.94 18.12 9.33
Morgan Stanley Inst Global Insight L MBPLX -1.67 -1.37 -5.54 2.99 17.14 8.39
Managed Account Advantage Global SmallCp MGCSX -1.49 -5.69 -7.96 -1.55 8.07 5.12
Morgan Stanley Inst Global Dscvry L MGDLX -3.08 -1.06 -6.09 3.92 17.98 9.66
Morgan Stanley Inst Global Dscvry A MGDPX -3.03 -0.66 -6.00 4.50 18.60 10.21
Morgan Stanley Inst Global Dscvry I MLDIX -3.01 -0.41 -5.90 4.79 18.98 10.59
Moerus Worldwide Value Institutional MOWIX -2.96 -14.16 -5.35 -12.05 --- ---
Moerus Worldwide Value N MOWNX -3.05 -14.34 -5.37 -12.33 --- ---
Morgan Stanley Inst Global Insight C MSIZX -1.68 -1.56 -5.53 2.83 16.86 ---
Morgan Stanley Inst Global Dscvry C MSPCX -3.06 -1.27 -6.18 3.70 17.67 ---
New Alternatives Investor NAEFX 4.28 -2.92 0.06 -0.35 10.03 ---
New Alternatives A NALFX 4.32 -2.72 0.11 -0.10 10.29 5.99
Oberweis Global Opportunities Investor OBEGX -4.50 -17.70 -16.25 -15.91 3.64 3.06
Oberweis Global Opportunities Instl OBGIX -4.48 -17.53 -16.20 -15.71 --- ---
Oppenheimer Global Opportunities C OGICX -6.97 -10.15 -13.32 -3.57 17.04 11.45
Oppenheimer Global Opportunities I OGIIX -6.87 -9.24 -13.06 -2.44 18.42 12.77
Oppenheimer Global Opportunities R OGINX -6.93 -9.76 -13.21 -3.09 17.62 12.00
Oppenheimer Global Opportunities Y OGIYX -6.89 -9.37 -13.10 -2.60 18.21 12.57
Oppenheimer Global Opportunities A OPGIX -6.91 -9.56 -13.15 -2.85 17.93 12.29
Old Westbury Small & Mid Cap Strategies OWSMX -2.64 -5.25 -7.24 -0.90 7.28 5.57
Conductor Global Equity Value A RAALX -1.80 -8.11 -8.39 -3.45 9.99 ---
Conductor Global Equity Value C RACLX -1.90 -8.69 -8.56 -4.18 9.18 ---
Conductor Global Equity Value I RAILX -1.79 -7.90 -8.33 -3.22 10.26 ---
Conductor Global Equity Value Y RAYLX -1.76 -7.41 -8.22 -2.61 --- ---
AllianzGI Global Small-Cap A RGSAX -4.95 -8.33 -10.98 -4.37 5.42 4.24
AllianzGI Global Small-Cap C RGSCX -5.01 -8.95 -11.17 -5.11 4.63 3.45
American Funds SMALLCAP World R6 RLLGX -2.87 -3.32 -8.56 0.62 9.62 7.49
American Funds SMALLCAP World R2E RSEBX -2.96 -4.01 -8.75 -0.19 8.75 ---
American Funds SMALLCAP World R1 RSLAX -2.96 -4.26 -8.82 -0.49 8.39 6.29
American Funds SMALLCAP World R2 RSLBX -2.98 -4.24 -8.83 -0.49 8.41 6.31
American Funds SMALLCAP World R3 RSLCX -2.94 -3.89 -8.73 -0.04 8.90 6.78
American Funds SMALLCAP World R5E RSLDX -2.88 -3.44 -8.60 0.48 --- ---
American Funds SMALLCAP World R4 RSLEX -2.91 -3.63 -8.66 0.26 9.23 7.11
American Funds SMALLCAP World R5 RSLFX -2.88 -3.37 -8.59 0.56 9.56 7.44
American Funds SMALLCAP World C SCWCX -2.97 -4.28 -8.83 -0.50 8.35 6.25
American Funds SMALLCAP World F1 SCWFX -2.92 -3.66 -8.66 0.23 9.18 7.07
American Funds SMALLCAP World F3 SFCWX -2.89 -3.34 -8.58 0.61 --- ---
DWS Global Small Cap S SGSCX -5.67 -13.21 -12.07 -9.14 2.47 1.47
American Funds SMALLCAP World F2 SMCFX -2.90 -3.42 -8.61 0.52 9.50 7.38
American Funds SMALLCAP World A SMCWX -2.91 -3.62 -8.66 0.28 9.22 7.10
AMG SouthernSun Global Opportunities I SSOLX -3.79 -5.26 -6.92 -1.30 --- ---
AMG SouthernSun Global Opportunities N SSOVX -3.82 -5.63 -7.05 -1.66 --- ---
Templeton Global Smaller Comp A TEMGX -2.53 -12.50 -9.14 -7.61 6.41 2.89
Templeton Global Smaller Comp C TESGX -2.68 -13.16 -9.37 -8.34 5.60 2.11
Templeton Global Smaller Comp Adv TGSAX -2.52 -12.35 -9.09 -7.38 6.68 3.14
AMG TimesSquare Global Small Cap I TSYIX -4.50 --- -10.48 --- --- ---
AMG TimesSquare Global Small Cap N TSYNX -4.61 --- -10.59 --- --- ---
AMG TimesSquare Global Small Cap Z TSYZX -4.50 --- -10.48 --- --- ---
Vanguard Global Minimum Volatility Admr VMNVX 1.56 3.14 -1.76 5.13 9.50 ---
Vanguard Global Minimum Volatility Inv VMVFX 1.53 3.03 -1.83 5.02 9.41 ---
Wasatch Global Opportunities Investor WAGOX -2.67 -0.82 -8.77 6.33 11.08 6.91
Seven Canyons World Innovators Investor WAGTX -4.25 -4.07 -2.89 0.35 10.02 6.75
Wasatch Global Opportunities Instl WIGOX -2.67 -0.54 -8.75 6.62 --- ---
Seven Canyons World Innovators Instl WIGTX -4.27 -3.91 -2.87 0.54 --- ---
Kinetics Global No Load WWWEX -7.20 -17.06 -11.76 -1.35 10.64 1.81
AMG Yacktman Special Opportunities Z YASLX -1.75 -6.64 -4.58 -1.04 15.13 ---
AMG Yacktman Special Opportunities I YASSX -1.75 -6.73 -4.59 -1.10 15.00 ---
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