World Small/Mid Stock: Total Returns

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Data through 1/16/2019. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
World Small/Mid Stock 3.00 5.76 -6.49 -12.34 11.37 3.83
Invesco Global Small & Mid Cap Gr A AGAAX 4.74 6.89 -4.17 -10.79 8.12 3.37
Invesco Global Small & Mid Cap Gr C AGACX 4.68 6.79 -4.35 -11.48 7.31 2.60
Invesco Global Small & Mid Cap Gr Y AGAYX 4.74 6.89 -4.13 -10.60 8.38 3.62
American Century Global Small Cap C AGCHX 2.85 6.24 -11.47 -10.90 --- ---
American Century Global Small Cap A AGCLX 2.94 6.35 -11.25 -10.20 --- ---
American Century Global Small Cap I AGCSX 2.99 6.35 -11.18 -9.78 --- ---
American Century Global Small Cap R6 AGCTX 2.97 6.32 -11.07 -9.67 --- ---
American Century Global Small Cap Inv AGCVX 2.92 6.31 -11.18 -10.01 --- ---
American Century Global Small Cap R AGCWX 2.89 6.23 -11.32 -10.45 --- ---
Invesco Global Small & Mid Cap Growth R6 AGSSX 4.79 6.89 -4.08 -10.42 --- ---
AllianzGI Global Small-Cap P ARSPX 2.57 5.73 -10.77 -14.56 8.30 2.58
ALPS/Red Rocks Listed Private Eq III AVPEX 4.28 5.69 -6.30 -11.80 10.97 ---
Calvert Global Energy Solutions I CAEIX 3.47 5.80 -2.13 -18.03 5.94 -2.93
Calvert Global Energy Solutions C CGACX 3.45 5.90 -2.30 -18.79 4.77 -4.11
Calvert Global Energy Solutions A CGAEX 3.51 5.89 -2.19 -18.30 5.57 -3.30
Chiron SMid Opportunities I CSMOX 3.04 6.44 -8.15 -6.89 --- ---
American Funds SMALLCAP World 529A CSPAX 3.03 5.57 -6.08 -7.60 12.66 5.63
American Funds SMALLCAP World 529C CSPCX 2.95 5.52 -6.26 -8.30 11.79 4.82
American Funds SMALLCAP World 529E CSPEX 3.02 5.58 -6.12 -7.79 12.43 5.40
American Funds SMALLCAP World 529F CSPFX 3.05 5.60 -6.02 -7.39 12.91 5.86
DFA Global Small Company Institutional DGLIX 3.80 6.39 -7.34 -13.70 --- ---
AllianzGI Global Small-Cap Institutional DGSCX 2.57 5.73 -10.74 -14.47 8.40 2.68
Wells Fargo Global Small Cap A EKGAX 3.87 5.90 -5.23 -8.69 14.97 6.20
Wells Fargo Global Small Cap C EKGCX 3.84 5.87 -5.40 -9.34 14.12 5.41
Wells Fargo Global Small Cap Inst EKGIX 3.93 5.92 -5.14 -8.33 15.41 6.62
Wells Fargo Global Small Cap Admin EKGYX 3.91 5.89 -5.20 -8.54 15.13 6.35
Eaton Vance Global Small-Cap Equity A ESVAX 2.51 4.70 -6.46 -7.67 11.84 4.25
Eaton Vance Global Small-Cap Equity C ESVCX 2.44 4.74 -6.63 -8.43 10.99 3.46
Eaton Vance Global Small-Cap Equity I ESVIX 2.53 4.71 -6.42 -7.48 12.11 4.51
Evermore Global Value Investor EVGBX 3.79 7.78 -9.41 -17.77 8.93 3.53
Evermore Global Value Institutional EVGIX 3.85 7.82 -9.37 -17.61 9.16 3.77
Russell RAFI Global SC PR USD F00000MFSD 3.00 5.44 -4.69 -16.00 10.07 2.50
Russell RAFI Global SC NR USD F00000MFSF 3.16 5.47 -4.34 -14.29 12.25 4.45
Russell RAFI Global SC TR USD F00000MFSG 3.21 5.48 -4.25 -13.91 12.74 4.89
Russell RAFI Dv SC PR USD F00000MFTD 2.73 5.88 -7.22 -15.61 9.18 3.03
Russell RAFI Dv SC NR USD F00000MFTF 2.85 5.89 -6.93 -14.08 11.12 4.80
Russell RAFI Dv SC TR USD F00000MFTG 2.89 5.90 -6.85 -13.69 11.62 5.26
Russell Global SC Defensive PR USD F00000OS0H 2.28 4.66 -4.51 -11.67 9.55 3.98
Russell Global SC Defensive TR USD F00000OS0I 2.50 4.71 -4.03 -9.48 12.29 6.59
Russell Global SC Dynamic PR USD F00000OS0J 3.31 6.46 -7.64 -17.77 8.74 -0.12
Russell Global SC Dynamic TR USD F00000OS0K 3.47 6.49 -7.37 -16.49 10.38 1.37
Russell Global SC Defensive NR USD F00000P2P4 2.45 4.70 -4.13 -9.92 11.74 6.06
Russell Global SC Dynamic NR USD F00000P2P5 3.44 6.48 -7.42 -16.72 10.08 1.09
Morningstar Gbl Mkts SMID Cap GR USD F00000YGDM 2.64 5.76 -4.95 -10.55 11.83 5.23
Morningstar Gbl Mkts SMID Cap NR USD F00000YGDO 2.60 5.75 -5.05 -10.96 11.33 4.77
Morningstar Gbl Mkts SMID Cap PR USD F00000YGDP 2.47 5.73 -5.35 -12.41 9.54 3.11
Templeton Global Smaller Comp R6 FBOGX 4.26 5.92 -4.47 -15.64 10.97 2.01
Fidelity Advisor® Glbl Capital Apprec C FEUCX 2.78 6.18 -9.14 -17.17 8.32 4.19
Fidelity Advisor® Glbl Capital Apprec I FEUIX 2.82 6.18 -8.95 -16.27 9.42 5.27
Fidelity Advisor® Glbl Capital Apprec A FGEAX 2.77 6.16 -9.00 -16.60 9.10 4.97
Fidelity Advisor® Glbl Capital Apprec M FGETX 2.69 6.11 -9.11 -16.85 8.82 4.70
Federated Hermes SDG Engagement Eq Instl FHESX 2.75 5.31 --- --- --- ---
Invesco Global Small & Mid Cap Gr R5 GAIIX 4.72 6.89 -4.12 -10.51 8.51 3.74
GMO Climate Change III GCCHX 1.67 4.55 -4.58 -14.26 --- ---
Grandeur Peak Global Stalwarts Investor GGSOX 4.57 6.87 -4.48 -13.35 12.70 ---
Grandeur Peak Global Stalwarts Instl GGSYX 4.65 6.83 -4.43 -13.20 12.97 ---
MFS Global New Discovery A GLNAX 4.35 5.40 -5.04 -6.60 13.01 5.13
MFS Global New Discovery B GLNBX 4.35 5.32 -5.21 -7.29 12.16 4.35
MFS Global New Discovery C GLNCX 4.35 5.39 -5.21 -7.29 12.19 4.35
MFS Global New Discovery I GLNIX 4.35 5.39 -4.98 -6.38 13.28 5.39
MFS Global New Discovery R1 GLNJX 4.35 5.32 -5.22 -7.29 12.17 4.34
MFS Global New Discovery R2 GLNKX 4.30 5.30 -5.13 -6.86 12.72 4.85
MFS Global New Discovery R3 GLNLX 4.35 5.33 -5.07 -6.63 13.00 5.12
MFS Global New Discovery R4 GLNMX 4.35 5.32 -5.00 -6.40 13.29 5.37
MFS Global New Discovery R6 GLNNX 4.41 5.38 -4.94 -6.30 13.39 5.49
AlphaCentric Global Innovations Fund A GNXAX 1.69 7.00 -11.44 -20.43 --- ---
AlphaCentric Global Innovations Fund C GNXCX 1.71 6.97 -11.63 -20.99 --- ---
AlphaCentric Global Innovations Fund I GNXIX 1.78 6.96 -11.39 -20.17 --- ---
Grandeur Peak Global Opportunities Instl GPGIX 3.60 5.74 -5.89 -16.47 10.90 5.11
Grandeur Peak Global Opportunities Inv GPGOX 3.70 5.46 -5.93 -16.84 10.58 4.85
Grandeur Peak Global Micro Cap Instl GPMCX 0.57 2.24 -7.62 -18.43 9.41 ---
Grandeur Peak Global Reach Instl GPRIX 3.25 5.35 -5.79 -13.88 11.79 5.93
Grandeur Peak Global Reach Inv GPROX 3.19 5.37 -5.82 -14.09 11.51 5.66
Hartford Environmental Opportunities F HEOFX 1.54 4.66 -6.04 -15.37 --- ---
Hartford Environmental Opportunities I HEOIX 1.56 4.64 -6.07 -15.45 --- ---
Hartford Environmental Opportunities A HEOMX 1.49 4.57 -6.14 -15.72 --- ---
Hartford Environmental Opportunities C HEONX 1.46 4.57 -6.17 -15.67 --- ---
Hartford Environmental Opportunities R3 HEORX 1.47 4.58 -6.17 -15.68 --- ---
Hartford Environmental Opportunities R4 HEOSX 1.44 4.58 -6.19 -15.63 --- ---
Hartford Environmental Opportunities R5 HEOTX 1.43 4.58 -6.10 -15.55 --- ---
Hartford Environmental Opportunities R6 HEOVX 1.56 4.69 -6.06 -15.43 --- ---
Hartford Environmental Opportunities Y HEOYX 1.53 4.58 -6.09 -15.47 --- ---
Hartford Global Impact A HGXAX 2.67 4.83 -3.27 -8.93 --- ---
Hartford Global Impact C HGXCX 2.74 4.78 -3.30 -9.26 --- ---
Hartford Global Impact F HGXFX 2.74 4.83 -3.17 -8.52 --- ---
Hartford Global Impact I HGXIX 2.71 4.85 -3.16 -8.56 --- ---
Hartford Global Impact R3 HGXRX 2.67 4.79 -3.25 -8.74 --- ---
Hartford Global Impact R4 HGXSX 2.78 4.85 -3.18 -8.71 --- ---
Hartford Global Impact R5 HGXTX 2.74 4.79 -3.17 -8.59 --- ---
Hartford Global Impact R6 HGXVX 2.77 4.78 -3.14 -8.48 --- ---
Hartford Global Impact Y HGXYX 2.70 4.80 -3.21 -8.55 --- ---
Invesco Select Opportunities R6 IZFSX 4.37 6.87 -8.19 -15.37 11.13 1.43
Invesco Select Opportunities A IZSAX 4.42 6.95 -8.19 -15.56 10.87 1.19
Invesco Select Opportunities C IZSCX 4.31 6.86 -8.37 -16.19 10.01 0.43
Invesco Select Opportunities R5 IZSIX 4.37 6.87 -8.19 -15.36 11.12 1.44
Invesco Select Opportunities R IZSRX 4.40 6.88 -8.28 -15.79 10.56 0.94
Invesco Select Opportunities Y IZSYX 4.45 6.95 -8.13 -15.36 11.12 1.44
DWS Global Small Cap A KGDAX 4.46 7.21 -10.74 -19.91 4.33 -0.96
DWS Global Small Cap C KGDCX 4.39 7.19 -10.89 -20.49 3.55 -1.70
DWS Global Small Cap Inst KGDIX 4.46 7.21 -10.58 -19.55 4.67 -0.64
DWS Global Small Cap T KGDTX 4.42 7.16 -10.76 -19.85 --- ---
DWS Global Small Cap R6 KGDZX 4.52 7.25 -10.64 -19.57 4.74 ---
Kinetics Global Adv A KGLAX 3.71 4.77 -11.40 -19.40 14.13 1.20
Kinetics Global Adv C KGLCX 3.76 4.88 -11.60 -19.78 13.25 0.49
ALPS/Red Rocks Listed Private Equity Inv LPEFX 4.46 5.85 -6.31 -11.80 11.51 4.38
ALPS/Red Rocks Listed Private Equity I LPEIX 4.39 5.77 -6.32 -11.61 11.77 4.69
ALPS/Red Rocks Listed Private Equity R LPERX 4.33 5.79 -6.35 -11.95 11.30 4.23
ALPS/Red Rocks Listed Private Equity A LPFAX 4.30 5.70 -6.37 --- --- ---
ALPS/Red Rocks Listed Private Equity C LPFCX 4.36 5.83 -6.40 -12.45 10.73 3.66
Managed Account Advantage Global SmallCp MGCSX 4.69 6.99 -6.49 -11.88 11.22 3.10
Moerus Worldwide Value Institutional MOWIX 4.58 6.62 -3.92 -17.61 --- ---
Moerus Worldwide Value N MOWNX 4.59 6.63 -3.98 -17.83 --- ---
New Alternatives Investor NAEFX -1.88 3.04 0.60 -4.27 11.09 ---
New Alternatives A NALFX -1.89 3.03 0.64 -4.06 11.32 4.46
Oberweis Global Opportunities Investor OBEGX 1.98 5.27 -11.73 -24.16 5.33 0.09
Oberweis Global Opportunities Instl OBGIX 2.03 5.29 -11.64 -23.97 --- ---
Oppenheimer Global Opportunities C OGICX 3.82 8.53 -11.24 -17.44 19.13 8.79
Oppenheimer Global Opportunities I OGIIX 3.92 8.59 -10.98 -16.48 20.53 10.08
Oppenheimer Global Opportunities R OGINX 3.85 8.56 -11.12 -17.03 19.72 9.34
Oppenheimer Global Opportunities Y OGIYX 3.90 8.58 -11.01 -16.61 20.32 9.88
Oppenheimer Global Opportunities A OPGIX 3.87 8.56 -11.07 -16.82 20.02 9.61
Old Westbury Small & Mid Cap Strategies OWSMX 1.98 5.19 -6.66 -10.27 9.28 4.16
Conductor Global Equity Value A RAALX 2.68 4.45 -6.66 -14.40 11.54 ---
Conductor Global Equity Value C RACLX 2.62 4.42 -6.53 -14.76 10.82 ---
Conductor Global Equity Value I RAILX 2.76 4.43 -6.59 -14.19 11.82 5.47
Conductor Global Equity Value Y RAYLX 2.71 4.44 -6.50 -13.72 --- ---
AllianzGI Global Small-Cap A RGSAX 2.54 5.73 -10.82 -14.77 8.03 2.32
AllianzGI Global Small-Cap C RGSCX 2.49 5.70 -10.98 -15.41 7.23 1.56
American Funds SMALLCAP World R6 RLLGX 3.05 5.58 -5.99 -7.23 13.14 6.09
American Funds SMALLCAP World R2E RSEBX 2.99 5.55 -6.19 -7.98 12.25 ---
American Funds SMALLCAP World R1 RSLAX 2.95 5.54 -6.26 -8.27 11.88 4.90
American Funds SMALLCAP World R2 RSLBX 2.97 5.56 -6.25 -8.24 11.91 4.92
American Funds SMALLCAP World R3 RSLCX 3.01 5.57 -6.14 -7.82 12.40 5.39
American Funds SMALLCAP World R5E RSLDX 3.04 5.58 -6.02 -7.36 12.95 ---
American Funds SMALLCAP World R4 RSLEX 3.02 5.57 -6.08 -7.56 12.75 5.72
American Funds SMALLCAP World R5 RSLFX 3.06 5.60 -5.99 -7.27 13.10 6.04
American Funds SMALLCAP World C SCWCX 2.93 5.53 -6.26 -8.28 11.84 4.87
American Funds SMALLCAP World F1 SCWFX 3.03 5.57 -6.08 -7.59 12.70 5.68
American Funds SMALLCAP World F3 SFCWX 3.05 5.59 -5.99 -7.25 --- ---
DWS Global Small Cap S SGSCX 4.43 7.19 -10.71 -19.68 4.60 -0.70
American Funds SMALLCAP World F2 SMCFX 3.06 5.60 -5.99 -7.30 13.04 5.99
American Funds SMALLCAP World A SMCWX 3.03 5.59 -6.06 -7.53 12.74 5.71
Templeton Global Smaller Comp A TEMGX 4.26 6.06 -4.52 -15.96 10.49 1.60
Templeton Global Smaller Comp C TESGX 4.21 6.00 -4.53 -16.49 9.68 0.84
Templeton Global Smaller Comp Adv TGSAX 4.21 5.90 -4.51 -15.74 10.76 1.83
AMG TimesSquare Global Small Cap I TSYIX 2.82 5.53 -9.68 --- --- ---
AMG TimesSquare Global Small Cap N TSYNX 2.70 5.41 -9.80 --- --- ---
AMG TimesSquare Global Small Cap Z TSYZX 2.82 5.53 -9.68 --- --- ---
Vanguard Global Minimum Volatility Admr VMNVX 0.19 3.27 -1.89 0.70 10.79 8.86
Vanguard Global Minimum Volatility Inv VMVFX 0.13 3.23 -1.94 0.65 10.69 8.78
Wasatch Global Opportunities Investor WAGOX 3.90 6.99 -4.54 -4.54 13.78 6.09
Seven Canyons World Innovators Investor WAGTX 2.61 4.60 -7.32 -9.90 11.41 5.59
Wasatch Global Opportunities Instl WIGOX 3.88 6.97 -4.28 -4.28 --- ---
Seven Canyons World Innovators Instl WIGTX 2.64 4.61 -7.30 -9.70 --- ---
Kinetics Global No Load WWWEX 3.89 4.95 -11.37 -19.12 14.10 1.21
AMG Yacktman Special Opportunities Z YASLX 4.05 4.07 -2.36 -9.13 20.05 ---
AMG Yacktman Special Opportunities I YASSX 4.03 4.07 -2.38 -9.24 19.91 ---
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