World Small/Mid Stock: Total Returns

Data through 12/7/2018. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
World Small/Mid Stock -6.79 -10.34 -11.34 -7.78 6.99 4.22
Invesco Global Small & Mid Cap Gr A AGAAX -6.61 -10.76 -8.40 -8.24 3.71 3.31
Invesco Global Small & Mid Cap Gr C AGACX -6.67 -11.37 -8.58 -8.92 2.94 2.55
Invesco Global Small & Mid Cap Gr Y AGAYX -6.53 -10.49 -8.32 -7.97 3.98 3.58
American Century Global Small Cap C AGCHX -9.78 -9.13 -18.50 -6.15 --- ---
American Century Global Small Cap A AGCLX -9.72 -8.44 -18.34 -5.42 --- ---
American Century Global Small Cap I AGCSX -9.61 -8.02 -18.25 -4.95 --- ---
American Century Global Small Cap R6 AGCTX -9.64 -7.93 -18.24 -4.86 --- ---
American Century Global Small Cap Inv AGCVX -9.66 -8.26 -18.29 -5.18 --- ---
American Century Global Small Cap R AGCWX -9.72 -8.69 -18.39 -5.66 --- ---
Invesco Global Small & Mid Cap Growth R6 AGSSX -6.53 -10.34 -8.29 -7.84 --- ---
AllianzGI Global Small-Cap P ARSPX -8.44 -12.35 -15.41 -9.92 3.22 3.30
ALPS/Red Rocks Listed Private Eq III AVPEX -7.23 -9.70 -9.64 -7.70 6.50 ---
Calvert Global Energy Solutions I CAEIX -4.94 -16.67 -9.42 -13.11 1.73 -2.15
Calvert Global Energy Solutions C CGACX -5.21 -17.68 -9.63 -14.19 0.54 -3.40
Calvert Global Energy Solutions A CGAEX -5.02 -17.02 -9.43 -13.50 1.36 -2.54
Chiron SMid Opportunities I CSMOX -7.06 -4.39 -11.73 -1.66 --- ---
American Funds SMALLCAP World 529A CSPAX -6.78 -6.11 -12.23 -3.55 7.68 6.07
American Funds SMALLCAP World 529C CSPCX -6.83 -6.76 -12.38 -4.27 6.85 5.25
American Funds SMALLCAP World 529E CSPEX -6.79 -6.28 -12.27 -3.73 7.46 5.84
American Funds SMALLCAP World 529F CSPFX -6.75 -5.90 -12.18 -3.33 7.91 6.30
DFA Global Small Company Institutional DGLIX -7.79 -11.82 -13.15 -9.30 --- ---
AllianzGI Global Small-Cap Institutional DGSCX -8.43 -12.28 -15.40 -9.84 3.32 3.40
Wells Fargo Global Small Cap A EKGAX -5.54 -7.55 -11.17 -5.22 10.27 6.63
Wells Fargo Global Small Cap C EKGCX -5.60 -8.19 -11.33 -5.93 9.45 5.84
Wells Fargo Global Small Cap Inst EKGIX -5.51 -7.19 -11.08 -4.84 10.71 7.06
Wells Fargo Global Small Cap Admin EKGYX -5.54 -7.41 -11.14 -5.09 10.42 6.79
Eaton Vance Global Small-Cap Equity A ESVAX -5.50 -5.50 -10.43 -3.72 6.95 4.62
Eaton Vance Global Small-Cap Equity C ESVCX -5.45 -6.14 -10.58 -4.39 6.18 3.85
Eaton Vance Global Small-Cap Equity I ESVIX -5.39 -5.26 -10.34 -3.44 7.26 4.90
Evermore Global Value Investor EVGBX -7.47 -15.81 -13.10 -15.19 5.83 4.26
Evermore Global Value Institutional EVGIX -7.45 -15.61 -13.04 -14.94 6.10 4.52
Russell RAFI Global SC PR USD F00000MFSD -4.91 -13.72 -9.37 -10.54 5.75 2.96
Russell RAFI Global SC NR USD F00000MFSF -4.79 -12.12 -9.00 -8.76 7.83 4.90
Russell RAFI Global SC TR USD F00000MFSG -4.77 -11.77 -8.92 -8.36 8.29 5.34
Russell RAFI Dv SC PR USD F00000MFTD -6.30 -12.92 -11.17 -10.55 5.24 3.86
Russell RAFI Dv SC NR USD F00000MFTF -6.19 -11.46 -10.80 -8.96 7.11 5.64
Russell RAFI Dv SC TR USD F00000MFTG -6.16 -11.10 -10.71 -8.56 7.59 6.10
Russell Global SC Defensive PR USD F00000OS0H -4.73 -9.54 -10.12 -7.58 6.06 4.39
Russell Global SC Defensive TR USD F00000OS0I -4.57 -7.51 -9.66 -5.35 8.70 6.99
Russell Global SC Dynamic PR USD F00000OS0J -6.73 -15.26 -13.72 -11.49 3.59 0.67
Russell Global SC Dynamic TR USD F00000OS0K -6.65 -14.07 -13.47 -10.15 5.13 2.15
Russell Global SC Defensive NR USD F00000P2P4 -4.61 -7.91 -9.75 -5.80 8.17 6.46
Russell Global SC Dynamic NR USD F00000P2P5 -6.67 -14.28 -13.52 -10.39 4.85 1.88
Morningstar Gbl Mkts SMID Cap GR USD F00000YGDM -5.34 -8.27 -9.79 -5.44 7.44 5.84
Morningstar Gbl Mkts SMID Cap NR USD F00000YGDO -5.38 -8.64 -9.88 -5.86 6.95 5.37
Morningstar Gbl Mkts SMID Cap PR USD F00000YGDP -5.49 -10.01 -10.18 -7.35 5.25 3.71
Templeton Global Smaller Comp R6 FBOGX -6.03 -14.64 -12.06 -12.19 5.59 2.45
Fidelity Advisor® Glbl Capital Apprec C FEUCX -7.28 -14.06 -12.79 -11.24 3.93 5.01
Fidelity Advisor® Glbl Capital Apprec I FEUIX -7.27 -13.21 -12.57 -10.31 4.99 6.07
Fidelity Advisor® Glbl Capital Apprec A FGEAX -7.27 -13.51 -12.65 -10.60 4.68 5.79
Fidelity Advisor® Glbl Capital Apprec M FGETX -7.34 -13.71 -12.72 -10.85 4.42 5.51
Federated Hermes SDG Engagement Eq Instl FHESX -5.69 --- --- --- --- ---
Russell Developed MC TR USD FOUSA093CJ -5.42 -7.46 -9.62 -5.39 7.11 6.44
Russell Developed MC NR USD FOUSA093CL -5.46 -7.85 -9.72 -5.82 6.60 5.95
Russell Developed MC PR USD FOUSA093CN -5.59 -9.21 -10.04 -7.30 4.92 4.32
Russell Developed MC TR Hdg USD FOUSA093CP -5.16 -5.32 -8.99 -3.68 7.46 8.11
Russell Developed SC TR USD FOUSA093KP -6.91 -9.31 -12.66 -6.80 7.49 5.44
Russell Developed SC NR USD FOUSA093KR -6.93 -9.62 -12.74 -7.14 7.07 5.02
Russell Developed SC PR USD FOUSA093KT -7.02 -10.83 -13.03 -8.47 5.49 3.47
Russell Developed SC TR Hdg USD FOUSA093KV -6.59 -6.91 -11.97 -4.88 7.85 7.41
Russell Developed x CA SC TR USD FOUSA093O1 -6.86 -8.97 -12.75 -6.62 7.56 5.91
Russell Developed x CA SC NR USD FOUSA093O3 -6.89 -9.27 -12.82 -6.95 7.15 5.50
Russell Developed x CA SC PR USD FOUSA093O5 -6.98 -10.48 -13.11 -8.27 5.57 3.96
Russell Developed x CA SC TR Hdg USD FOUSA093O7 -6.60 -6.76 -12.08 -4.80 7.91 7.73
Russell Global MC TR USD FOUSA0987U -4.82 -8.57 -8.87 -5.94 7.02 5.65
Russell Global MC NR USD FOUSA0987W -4.86 -8.95 -8.96 -6.36 6.54 5.18
Russell Global MC PR USD FOUSA0987Y -4.98 -10.38 -9.30 -7.95 4.75 3.47
Russell Global SC TR USD FOUSA0988U -5.63 -10.93 -11.63 -7.83 6.93 4.60
Russell Global SC NR USD FOUSA0988W -5.66 -11.23 -11.69 -8.17 6.52 4.20
Russell Global SC PR USD FOUSA0988Y -5.75 -12.51 -11.98 -9.59 4.84 2.56
Russell Global xAUS MC TR USD FOUSA099OE -4.83 -8.44 -8.90 -5.85 6.95 5.65
Russell Global xAUS MC NR USD FOUSA099OG -4.87 -8.82 -9.00 -6.27 6.47 5.19
Russell Global xAUS MC PR USD FOUSA099OI -4.99 -10.23 -9.33 -7.82 4.73 3.51
Russell Global xAUS SC TR USD FOUSA099OW -5.65 -10.90 -11.73 -7.91 6.86 4.62
Russell Global xAUS SC NR USD FOUSA099OY -5.68 -11.21 -11.79 -8.25 6.45 4.23
Russell Global xAUS SC PR USD FOUSA099P0 -5.76 -12.45 -12.07 -9.63 4.82 2.64
Russell Global xCA MC TR USD FOUSA099QE -4.84 -8.37 -8.89 -5.81 7.02 5.91
Russell Global xCA MC NR USD FOUSA099QG -4.88 -8.74 -8.98 -6.22 6.54 5.45
Russell Global xCA MC PR USD FOUSA099QI -5.00 -10.18 -9.32 -7.81 4.76 3.74
Russell Global xCA SC TR USD FOUSA099QW -5.55 -10.73 -11.65 -7.73 6.95 4.94
Russell Global xCA SC NR USD FOUSA099QY -5.57 -11.03 -11.72 -8.06 6.56 4.55
Russell Global xCA SC PR USD FOUSA099R0 -5.65 -12.30 -12.00 -9.47 4.88 2.92
Russell Global xJPN MC TR USD FOUSA099UE -5.30 -8.57 -9.43 -5.85 7.13 5.51
Russell Global xJPN MC NR USD FOUSA099UG -5.34 -8.96 -9.51 -6.29 6.63 5.03
Russell Global xJPN MC PR USD FOUSA099UI -5.48 -10.40 -9.82 -7.88 4.83 3.30
Russell Global xJPN SC TR USD FOUSA099UW -6.29 -10.85 -12.59 -7.65 6.68 4.06
Russell Global xJPN SC NR USD FOUSA099UY -6.31 -11.16 -12.66 -8.00 6.26 3.65
Russell Global xJPN SC PR USD FOUSA099V0 -6.41 -12.42 -12.92 -9.42 4.60 2.03
Russell Global xUK MC TR USD FOUSA099YE -4.62 -8.11 -8.68 -5.58 7.60 6.00
Russell Global xUK MC NR USD FOUSA099YG -4.66 -8.50 -8.78 -6.03 7.09 5.51
Russell Global xUK MC PR USD FOUSA099YI -4.77 -9.89 -9.11 -7.56 5.36 3.85
Russell Global xUK SC TR USD FOUSA099YW -5.33 -10.41 -11.36 -7.39 7.48 4.91
Russell Global xUK SC NR USD FOUSA099YY -5.35 -10.72 -11.43 -7.75 7.05 4.49
Russell Global xUK SC PR USD FOUSA099Z0 -5.44 -11.96 -11.70 -9.13 5.42 2.91
Invesco Global Small & Mid Cap Gr R5 GAIIX -6.59 -10.44 -8.34 -7.92 4.08 3.68
GMO Climate Change III GCCHX -5.87 -12.70 -5.87 -8.14 --- ---
Grandeur Peak Global Stalwarts Investor GGSOX -6.46 -11.42 -12.20 -8.16 7.33 ---
Grandeur Peak Global Stalwarts Instl GGSYX -6.42 -11.23 -12.12 -7.98 7.63 ---
MFS® Global New Discovery A GLNAX -6.44 -6.06 -12.27 -3.59 8.59 5.38
MFS® Global New Discovery B GLNBX -6.52 -6.77 -12.46 -4.31 7.75 4.60
MFS® Global New Discovery C GLNCX -6.52 -6.77 -12.46 -4.31 7.75 4.59
MFS® Global New Discovery I GLNIX -6.46 -5.89 -12.22 -3.35 8.85 5.66
MFS® Global New Discovery R1 GLNJX -6.52 -6.77 -12.47 -4.31 7.73 4.59
MFS® Global New Discovery R2 GLNKX -6.45 -6.30 -12.33 -3.81 8.32 5.11
MFS® Global New Discovery R3 GLNLX -6.45 -6.11 -12.28 -3.59 8.58 5.38
MFS® Global New Discovery R4 GLNMX -6.45 -5.88 -12.20 -3.34 8.85 5.64
MFS® Global New Discovery R6 GLNNX -6.45 -5.83 -12.23 -3.29 8.95 5.74
AlphaCentric Global Innovations Fund A GNXAX -9.97 -11.47 -13.48 -12.65 --- ---
AlphaCentric Global Innovations Fund C GNXCX -10.08 -12.10 -13.69 -13.28 --- ---
AlphaCentric Global Innovations Fund I GNXIX -10.02 -11.29 -13.51 -12.47 --- ---
Grandeur Peak Global Opportunities Instl GPGIX -6.52 -14.64 -12.24 -10.99 6.35 5.53
Grandeur Peak Global Opportunities Inv GPGOX -6.34 -14.57 -12.14 -10.97 6.15 5.29
Grandeur Peak Global Micro Cap Instl GPMCX -5.57 -14.91 -11.11 -10.84 7.52 ---
Grandeur Peak Global Reach Instl GPRIX -6.10 -12.07 -12.07 -7.82 7.42 6.49
Grandeur Peak Global Reach Inv GPROX -6.12 -12.22 -12.06 -8.03 7.19 6.25
Hartford Environmental Opportunities F HEOFX -6.35 -14.25 -9.72 -13.15 --- ---
Hartford Environmental Opportunities I HEOIX -6.39 -14.26 -9.78 -13.21 --- ---
Hartford Environmental Opportunities A HEOMX -6.39 -14.55 -9.79 -13.46 --- ---
Hartford Environmental Opportunities C HEONX -6.39 -14.48 -9.79 -13.34 --- ---
Hartford Environmental Opportunities R3 HEORX -6.40 -14.49 -9.80 -13.40 --- ---
Hartford Environmental Opportunities R4 HEOSX -6.39 -14.41 -9.79 -13.32 --- ---
Hartford Environmental Opportunities R5 HEOTX -6.39 -14.33 -9.78 -13.22 --- ---
Hartford Environmental Opportunities R6 HEOVX -6.38 -14.25 -9.77 -13.20 --- ---
Hartford Environmental Opportunities Y HEOYX -6.39 -14.26 -9.78 -13.23 --- ---
Hartford Global Impact A HGXAX -5.27 -7.82 -9.26 -4.56 --- ---
Hartford Global Impact C HGXCX -5.26 -8.24 -9.32 -5.06 --- ---
Hartford Global Impact F HGXFX -5.15 -7.38 -9.06 -4.05 --- ---
Hartford Global Impact I HGXIX -5.20 -7.45 -9.14 -4.13 --- ---
Hartford Global Impact R3 HGXRX -5.24 -7.65 -9.20 -4.34 --- ---
Hartford Global Impact R4 HGXSX -5.19 -7.67 -9.12 -4.37 --- ---
Hartford Global Impact R5 HGXTX -5.23 -7.57 -9.19 -4.20 --- ---
Hartford Global Impact R6 HGXVX -5.14 -7.40 -9.10 -4.04 --- ---
Hartford Global Impact Y HGXYX -5.23 -7.49 -9.11 -4.19 --- ---
Invesco Select Opportunities R6 IZFSX -8.65 -13.95 -11.19 -11.13 4.86 1.78
Invesco Select Opportunities A IZSAX -8.65 -14.13 -11.22 -11.33 4.60 1.53
Invesco Select Opportunities C IZSCX -8.70 -14.80 -11.45 -12.03 3.81 0.76
Invesco Select Opportunities R5 IZSIX -8.64 -13.94 -11.18 -11.12 4.86 1.80
Invesco Select Opportunities R IZSRX -8.70 -14.36 -11.32 -11.60 4.33 1.29
Invesco Select Opportunities Y IZSYX -8.65 -14.00 -11.19 -11.13 4.86 1.78
DWS Global Small Cap A KGDAX -9.54 -17.45 -16.69 -14.87 -0.37 0.05
DWS Global Small Cap C KGDCX -9.58 -18.04 -16.82 -15.49 -1.12 -0.69
DWS Global Small Cap Inst KGDIX -9.51 -17.11 -16.49 -14.46 -0.05 0.38
DWS Global Small Cap T KGDTX -9.53 -17.37 -16.65 -14.79 --- ---
DWS Global Small Cap R6 KGDZX -9.50 -17.14 -16.59 -14.50 0.01 ---
Kinetics Global Adv A KGLAX -10.29 -21.96 -15.33 -17.96 9.17 0.37
Kinetics Global Adv C KGLCX -10.09 -22.19 -15.30 -18.25 8.35 -0.30
ALPS/Red Rocks Listed Private Equity Inv LPEFX -7.18 -9.65 -9.65 -7.62 6.97 5.02
ALPS/Red Rocks Listed Private Equity I LPEIX -7.19 -9.49 -9.62 -7.46 7.23 5.34
ALPS/Red Rocks Listed Private Equity R LPERX -7.30 -9.90 -9.75 -7.94 6.72 4.85
ALPS/Red Rocks Listed Private Equity A LPFAX -7.33 --- -9.79 --- --- ---
ALPS/Red Rocks Listed Private Equity C LPFCX -7.31 -10.31 -9.91 -8.31 6.18 4.29
Managed Account Advantage Global SmallCp MGCSX -8.90 -10.95 -13.60 -8.54 5.63 3.62
Moerus Worldwide Value Institutional MOWIX -5.67 -15.98 -5.99 -13.51 --- ---
Moerus Worldwide Value N MOWNX -5.72 -16.19 -6.05 -13.75 --- ---
New Alternatives Investor NAEFX -0.35 -1.93 -0.26 1.92 11.63 ---
New Alternatives A NALFX -0.35 -1.73 -0.20 2.16 11.89 6.66
Oberweis Global Opportunities Investor OBEGX -10.17 -21.47 -19.25 -19.33 0.63 1.88
Oberweis Global Opportunities Instl OBGIX -10.16 -21.30 -19.22 -19.15 --- ---
Oppenheimer Global Opportunities C OGICX -9.54 -13.42 -19.95 -10.95 13.10 10.05
Oppenheimer Global Opportunities I OGIIX -9.43 -12.46 -19.72 -9.90 14.43 11.37
Oppenheimer Global Opportunities R OGINX -9.49 -13.01 -19.85 -10.50 13.66 10.61
Oppenheimer Global Opportunities Y OGIYX -9.45 -12.61 -19.75 -10.06 14.23 11.16
Oppenheimer Global Opportunities A OPGIX -9.47 -12.80 -19.81 -10.27 13.95 10.89
Old Westbury Small & Mid Cap Strategies OWSMX -6.14 -7.88 -11.16 -5.62 5.41 4.68
Conductor Global Equity Value A RAALX -6.41 -12.04 -10.68 -9.75 7.93 ---
Conductor Global Equity Value C RACLX -6.51 -12.65 -10.89 -10.45 7.11 ---
Conductor Global Equity Value I RAILX -6.37 -11.80 -10.61 -9.54 8.21 ---
Conductor Global Equity Value Y RAYLX -6.42 -11.35 -10.54 -9.04 --- ---
AllianzGI Global Small-Cap A RGSAX -8.47 -12.56 -15.48 -10.15 2.95 3.03
AllianzGI Global Small-Cap C RGSCX -8.52 -13.19 -15.64 -10.83 2.19 2.26
American Funds SMALLCAP World R6 RLLGX -6.74 -5.73 -12.13 -3.15 8.15 6.54
American Funds SMALLCAP World R2E RSEBX -6.80 -6.45 -12.32 -3.91 7.29 ---
American Funds SMALLCAP World R1 RSLAX -6.82 -6.73 -12.39 -4.23 6.93 5.35
American Funds SMALLCAP World R2 RSLBX -6.84 -6.71 -12.40 -4.21 6.95 5.36
American Funds SMALLCAP World R3 RSLCX -6.78 -6.31 -12.28 -3.78 7.44 5.83
American Funds SMALLCAP World R5E RSLDX -6.75 -5.86 -12.18 -3.28 7.96 ---
American Funds SMALLCAP World R4 RSLEX -6.78 -6.05 -12.22 -3.49 7.77 6.16
American Funds SMALLCAP World R5 RSLFX -6.74 -5.78 -12.14 -3.19 8.09 6.49
American Funds SMALLCAP World C SCWCX -6.84 -6.74 -12.38 -4.24 6.90 5.31
American Funds SMALLCAP World F1 SCWFX -6.77 -6.09 -12.23 -3.54 7.71 6.12
American Funds SMALLCAP World F3 SFCWX -6.75 -5.75 -12.15 -3.16 --- ---
DWS Global Small Cap S SGSCX -9.50 -17.22 -16.61 -14.60 -0.10 0.32
American Funds SMALLCAP World F2 SMCFX -6.75 -5.82 -12.16 -3.23 8.03 6.43
American Funds SMALLCAP World A SMCWX -6.77 -6.04 -12.22 -3.48 7.75 6.15
AMG SouthernSun Global Opportunities I SSOLX -9.17 -10.02 -12.11 -8.50 --- ---
AMG SouthernSun Global Opportunities N SSOVX -9.15 -10.32 -12.11 -8.80 --- ---
Templeton Global Smaller Comp A TEMGX -6.06 -14.87 -12.12 -12.54 5.14 1.99
Templeton Global Smaller Comp C TESGX -5.99 -15.45 -12.22 -13.14 4.35 1.25
Templeton Global Smaller Comp Adv TGSAX -6.02 -14.70 -12.05 -12.30 5.37 2.27
AMG TimesSquare Global Small Cap I TSYIX -8.34 --- -14.88 --- --- ---
AMG TimesSquare Global Small Cap N TSYNX -8.46 --- -15.00 --- --- ---
AMG TimesSquare Global Small Cap Z TSYZX -8.45 --- -14.98 --- --- ---
Vanguard Global Minimum Volatility Admr VMNVX -2.02 1.96 -4.27 2.50 8.24 ---
Vanguard Global Minimum Volatility Inv VMVFX -2.06 1.85 -4.31 2.38 8.15 ---
Wasatch Global Opportunities Investor WAGOX -5.54 -2.45 -13.53 0.86 8.52 6.23
Seven Canyons World Innovators Investor WAGTX -5.81 -6.56 -9.52 -4.68 7.53 5.85
Wasatch Global Opportunities Instl WIGOX -5.53 -2.18 -13.49 1.15 --- ---
Seven Canyons World Innovators Instl WIGTX -5.76 -6.33 -9.49 -4.41 --- ---
Kinetics Global No Load WWWEX -10.11 -21.68 -15.15 -17.75 9.16 0.42
AMG Yacktman Special Opportunities Z YASLX -3.85 -8.71 -6.70 -3.65 15.10 ---
AMG Yacktman Special Opportunities I YASSX -3.86 -8.81 -6.72 -3.71 14.97 ---