Small Blend: Total Returns

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Data through 7/19/2019. 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 0.35 14.70 -1.21 -7.51 8.30 6.00
Ancora/Thelen Small-Mid Cap I AATIX 0.35 15.08 -3.91 -6.33 8.25 5.33
Ancora/Thelen Small-Mid Cap S AATSX 0.34 15.32 -3.89 -6.07 8.56 ---
American Century NT Small Company G ACLOX 0.38 13.15 -1.84 -10.79 6.80 4.68
American Century Adaptive Small Cap R ACMEX -1.77 8.87 -2.07 -13.12 3.76 4.01
American Century Adaptive Small Cap Adv ACMFX -1.75 9.02 -2.04 -12.94 4.02 4.27
American Century Adaptive Small Cap I ACMHX -1.71 9.31 -1.88 -12.51 4.49 4.75
American Century Adaptive Small Cap R6 ACMMX -1.69 9.38 -1.86 -12.40 --- ---
American Century Adaptive Small Cap Inv ACMNX -1.72 9.18 -1.96 -12.70 4.29 4.54
Argent Small Cap Institutional ACMSX 0.75 19.19 -1.77 --- --- ---
American Century Adaptive Small Cap R5 ACMUX -1.77 9.30 -1.94 -12.55 --- ---
AMG Managers Silvercrest Small Cap I ACRTX 0.19 13.79 -2.19 -7.71 7.10 6.26
AMG Managers Silvercrest Small Cap Z ACZTX 0.26 13.87 -2.13 -7.60 --- ---
Voya Small Company A AESAX 0.72 16.80 -0.27 -7.94 6.91 6.72
Voya Small Company I AESGX 0.86 17.04 -0.07 -7.56 7.30 7.08
Acuitas US Microcap Institutional AFMCX 0.00 9.39 -3.88 -12.99 6.54 6.50
Alambic Small Cap Plus ALGSX 1.04 6.67 -4.41 -17.21 7.21 ---
AlphaOne Small Cap Opportunities Inv AOMAX 1.63 15.11 0.00 -11.57 7.51 7.27
AlphaOne Small Cap Opportunities Instl AOMCX 1.69 15.29 0.17 -11.27 7.79 7.52
AMG River Road Small-Mid Cap Value I ARIMX 0.26 20.90 0.90 5.52 13.86 10.23
AMG River Road Small Cap Value I ARSIX 0.00 19.72 1.71 4.06 12.67 9.76
AMG River Road Small-Mid Cap Value N ARSMX 0.26 20.76 0.79 5.23 13.56 9.96
Nuveen Small Cap Select I ARSTX 0.69 19.40 0.98 -5.05 9.87 8.28
AMG River Road Small Cap Value N ARSVX 0.00 19.57 1.75 3.82 12.41 9.50
AMG River Road Small-Mid Cap Value Z ARSZX 0.26 21.09 0.90 5.65 --- ---
AMG River Road Small Cap Value Z ARZMX 0.08 19.83 1.79 4.19 --- ---
Voya Small Company C ASCCX 0.61 16.27 -0.36 -8.76 6.12 5.91
AllianzGI Small-Cap R6 ASCFX 1.37 18.74 3.09 --- --- ---
American Century Small Company I ASCQX 0.30 12.73 -1.85 -11.22 6.37 4.34
American Century Small Company R ASCRX 0.32 12.43 -2.04 -11.80 5.64 3.61
AMG Managers Silvercrest Small Cap N ASCTX 0.20 13.64 -2.22 -7.88 6.86 6.02
Nuveen Small Cap Select R6 ASEFX 0.68 19.35 0.88 -4.90 --- ---
Nuveen Small Cap Select R3 ASEIX 0.76 19.03 0.76 -5.48 9.33 7.75
361 US Small Cap Equity Inv ASFQX 0.38 12.85 -1.39 -12.20 --- ---
361 US Small Cap Equity Y ASFWX 0.38 13.12 -1.29 -11.91 --- ---
361 US Small Cap Equity I ASFZX 0.38 13.00 -1.29 -11.90 --- ---
American Century Small Company A ASQAX 0.31 12.47 -1.99 -11.61 5.89 3.86
American Century Small Company C ASQCX 0.25 11.99 -2.18 -12.26 5.11 3.08
American Century Small Company R5 ASQGX 0.30 12.72 -1.92 -11.21 --- ---
American Century Small Company Inv ASQIX 0.30 12.63 -1.93 -11.35 6.16 4.13
Invesco Select Companies A ATIAX 1.18 18.22 -0.83 -1.17 11.29 5.64
Invesco Select Companies C ATICX 1.16 17.77 -1.00 -1.92 10.45 4.85
Invesco Select Companies R5 ATIIX 1.24 18.52 -0.71 -0.84 11.68 6.00
Invesco Select Companies R ATIRX 1.19 18.11 -0.88 -1.41 11.02 5.38
Invesco Select Companies R6 ATISX 1.24 18.55 -0.71 -0.74 --- ---
Invesco Select Companies Y ATIYX 1.26 18.45 -0.75 -0.93 11.56 5.90
Auer Growth AUERX 0.53 12.87 -4.15 -20.02 6.26 -3.46
AllianzGI Small-Cap A AZBAX 1.39 18.54 3.04 -3.57 12.39 8.53
AllianzGI Small-Cap C AZBCX 1.29 17.97 2.85 -4.37 11.52 7.70
AllianzGI Small-Cap Institutional AZBIX 1.42 18.74 3.14 -3.25 12.78 8.90
AllianzGI Small-Cap P AZBPX 1.38 18.69 3.11 -3.34 12.67 8.79
American Beacon Zebra Small Cap Eq A AZSAX -1.02 11.98 -3.06 -9.49 8.76 7.19
American Beacon Zebra Small Cap Eq C AZSCX -1.08 11.44 -3.24 -10.19 7.93 6.38
American Beacon Zebra Small Cap Eq Inst AZSIX -1.01 12.18 -2.96 -9.16 9.18 7.60
American Beacon Zebra Small Cap Eq Inv AZSPX -1.09 11.92 -3.06 -9.49 8.76 7.19
American Beacon Zebra Small Cap Eq Y AZSYX -1.00 12.08 -3.00 -9.26 9.07 7.50
Brown Advisory Sm-Cp Fundamental Val Adv BAUAX 0.33 13.92 -2.27 -5.55 7.42 5.90
Brown Advisory Small-Cap Fdmtl Val Instl BAUUX 0.41 14.20 -2.14 -5.14 7.87 6.33
BMO Small-Cap Core A BCCAX 0.26 11.77 -2.75 -14.22 6.83 6.22
iShares Russell 2000 Small-Cap Idx K BDBKX -0.36 15.67 -0.76 -7.70 10.36 7.63
iShares Russell 2000 Small-Cap Idx Inv P BDBPX -0.36 15.50 -0.82 --- --- ---
BlackRock Advantage Small Cap Core Inv A BDSAX 0.63 18.75 0.49 -5.07 11.02 7.75
BlackRock Advantage Small Cap Core Inv C BDSCX 0.66 18.29 0.29 -5.75 10.19 6.95
BlackRock Advantage Small Cap Core Instl BDSIX 0.73 18.94 0.59 -4.82 11.32 8.03
BlackRock Advantage Small Cap Core K BDSKX 0.75 19.04 0.61 -4.72 11.38 ---
Brown Advisory Sm-Cp Fundamental Val Inv BIAUX 0.37 14.06 -2.22 -5.32 7.69 6.16
Baird Small/Mid Cap Value Institutional BMVIX -1.33 12.94 1.19 -7.04 6.17 ---
Baird Small/Mid Cap Value Investor BMVSX -1.42 12.69 1.11 -7.34 5.87 ---
Bogle Investment Mgmt Sm Cp Gr Instl BOGIX 1.69 16.13 -0.90 -10.98 8.52 4.18
BNY Mellon Sm Cp Val C BOSCX 1.30 12.88 -2.01 -6.88 --- ---
Boston Trust Small Cap BOSOX 1.06 19.42 1.56 2.25 11.71 9.05
BNY Mellon Sm Cp Val Y BOSYX 1.36 13.56 -1.80 -5.77 --- ---
MFS Blended Research Small Cap Eq B BRSBX -0.68 16.17 -1.94 -2.65 10.40 ---
MFS Blended Research Small Cap Eq A BRSDX -0.59 16.64 -1.69 -1.93 11.26 ---
MFS Blended Research Small Cap Eq C BRSHX -0.60 16.17 -1.87 -2.60 10.45 ---
Bridgeway Ultra-Small Company Market BRSIX -1.08 7.44 -6.64 -20.54 5.72 3.20
MFS Blended Research Small Cap Eq I BRSJX -0.59 16.74 -1.68 -1.71 11.51 ---
MFS Blended Research Small Cap Eq 529A BRSNX -0.59 16.62 -1.69 -1.99 11.20 ---
MFS Blended Research Small Cap Eq R1 BRSPX -0.60 16.25 -1.79 -2.64 10.43 ---
MFS Blended Research Small Cap Eq 529B BRSQX -0.61 16.18 -1.87 -2.65 10.37 ---
MFS Blended Research Small Cap Eq R2 BRSSX -0.59 16.52 -1.76 -2.16 10.96 ---
MFS Blended Research Small Cap Eq R3 BRSTX -0.59 16.65 -1.68 -1.95 11.25 ---
MFS Blended Research Small Cap Eq R4 BRSUX -0.59 16.83 -1.68 -1.67 11.51 ---
MFS Blended Research Small Cap Eq 529C BRSWX -0.68 16.11 -1.94 -2.72 10.36 ---
MFS Blended Research Small Cap Eq R6 BRSYX -0.52 16.81 -1.61 -1.58 11.60 ---
BMO Small-Cap Core I BSCNX 0.34 12.04 -2.64 -13.96 7.12 6.51
Bernzott US Small Cap Value BSCVX 1.24 15.81 -0.78 -2.36 13.28 8.74
iShares Russell Small/Mid-Cap Idx Inv A BSMAX 0.58 18.86 0.66 -2.32 10.55 ---
iShares Russell Small/Mid-Cap Idx Instl BSMIX 0.56 18.96 0.72 -2.02 10.81 ---
iShares Russell Small/Mid-Cap Idx K BSMKX 0.58 18.99 0.74 -1.97 10.86 ---
William Blair Small-Mid Cap Value N BSMNX -0.09 15.91 -1.01 -5.29 5.84 5.35
William Blair Small-Mid Cap Value R6 BSMRX -0.09 --- --- --- --- ---
Baird SmallCap Value Institutional BSVIX -1.16 12.81 0.66 -9.58 5.75 3.83
Baird SmallCap Value Investor BSVSX -1.16 12.74 0.59 -9.81 5.50 3.57
Broadview Opportunity BVAOX 0.28 15.63 -2.47 -9.47 7.06 4.36
William Blair Small Cap Value I BVDIX -0.56 14.65 -1.88 -7.03 5.95 5.37
William Blair Small Cap Value R6 BVDRX -0.50 --- --- --- --- ---
Calvert Small-Cap R6 CALRX 1.31 --- 4.17 --- --- ---
Cambiar Small Cap Inv CAMSX 0.00 17.88 -0.88 -3.19 7.00 2.13
Cambiar Small Cap Instl CAMZX 0.00 18.04 -0.85 -2.98 7.16 2.32
Cardinal Small Cap Value Institutional CCMSX 1.47 13.39 1.29 -8.37 6.37 5.97
Calvert Small-Cap A CCVAX 1.31 22.78 4.11 3.43 13.21 9.98
Crawford Dividend Opportunity C CDOCX 0.36 13.57 -0.51 -2.49 10.10 ---
Crawford Dividend Opportunity CDOFX 0.46 14.18 -0.24 -1.52 11.20 9.52
Columbia Disciplined Small Core Adv CFFRX -0.83 10.89 -3.84 -15.55 3.52 0.86
Convergence Opportunities Institutional CIPOX 1.09 8.95 1.65 -9.99 4.99 3.92
Columbia Disciplined Small Core Inst2 CLLRX -0.98 10.95 -3.95 -15.52 3.60 0.98
Columbia Disciplined Small Core Inst3 CPFRX -0.80 10.95 -3.89 -15.45 3.65 1.03
CRM Small Cap Value Instl CRISX 0.62 17.52 -1.70 -3.53 9.57 8.02
CRM Small Cap Value Inv CRMSX 0.59 17.42 -1.73 -3.74 9.32 7.78
Cove Street Capital Small Cap Val Instl CSCAX -0.19 17.63 -2.93 3.22 5.07 4.41
Calvert Small-Cap C CSCCX 1.25 22.25 3.94 2.65 12.34 9.15
Columbia Select Small Cap Value Adv CSPRX -0.15 14.68 -2.63 -6.10 7.04 4.39
Columbia Small Cap Index Inst3 CSPYX 0.37 12.18 -1.95 -9.97 --- ---
Columbia Select Small Cap Value Inst3 CSSYX -0.10 14.72 -2.60 -6.00 7.18 ---
Columbia Select Small Cap Value Inst CSSZX -0.16 14.63 -2.68 -6.15 7.04 4.39
Calvert Small-Cap I CSVIX 1.35 22.95 4.21 3.75 13.62 10.43
Chartwell Small Cap Value CWSIX -0.78 12.56 -1.22 -9.05 7.71 5.69
Columbia Small Cap Index Inst2 CXXRX 0.35 12.16 -1.98 -9.98 9.82 8.50
Delaware Small Cap Core A DCCAX -0.14 17.25 0.23 -7.18 10.49 8.01
Delaware Small Cap Core C DCCCX -0.21 16.75 0.05 -7.88 9.67 7.21
Delaware Small Cap Core I DCCIX -0.13 17.48 0.31 -6.91 10.78 8.30
Delaware Small Cap Core R DCCRX -0.19 17.11 0.19 -7.42 10.22 7.75
Delaware Small Cap Core R6 DCZRX -0.13 17.52 0.31 -6.82 10.92 ---
DFA US Micro Cap I DFSCX 0.42 10.78 -3.33 -11.83 8.39 6.56
DFA US Small Cap I DFSTX 0.55 13.21 -2.42 -9.64 7.98 6.41
DFA Tax-Managed US Small Cap DFTSX 0.70 13.44 -1.81 -9.24 8.39 6.65
DGHM MicroCap Value Institutional DGMIX 0.87 11.57 0.30 -13.10 8.97 ---
DGHM MicroCap Value Investor DGMMX 0.87 11.36 0.21 -13.39 8.64 ---
BNY Mellon Small Cap Stock Index I DISIX 0.35 12.14 -1.97 -9.99 --- ---
BNY Mellon Small Cap Stock Index Inv DISSX 0.35 11.95 -2.04 -10.23 9.42 8.20
MassMutual Premier Small Cap Opps A DLBMX -0.31 14.27 -0.76 -8.72 8.49 6.95
BNY Mellon Select Managers Sm Cp Val C DMECX 0.11 15.40 -1.86 -7.59 6.95 3.94
BNY Mellon Select Managers Sm Cp Val A DMVAX 0.19 15.94 -1.63 -6.88 7.75 4.69
BNY Mellon Select Managers Sm Cp Val I DMVIX 0.23 16.14 -1.55 -6.56 8.10 5.03
BNY Mellon Select Managers Sm Cp Val Y DMVYX 0.23 16.11 -1.55 -6.56 8.12 5.06
Davenport Small Cap Focus DSCPX 0.36 25.87 3.55 2.16 12.19 ---
Wilshire Small Company Value Invmt DTSVX -0.10 12.63 -2.44 -12.20 5.88 5.33
Emerald Small Cap Value A ELASX 0.55 16.64 1.25 -12.89 7.62 ---
Emerald Small Cap Value C ELCSX 0.43 16.22 1.16 -13.47 6.93 ---
Empiric 2500 A EMCAX 0.72 15.52 1.50 -4.80 13.63 5.72
Empiric 2500 C EMCCX 0.65 15.04 1.31 -5.51 12.78 4.91
Nuveen Small Cap Select A EMGRX 0.66 19.03 0.80 -5.32 9.55 8.00
FAM Small Cap Institutional FAMDX 0.93 15.23 1.46 -4.24 6.67 ---
FAM Small Cap Investor FAMFX 0.94 15.09 1.41 -4.36 6.54 6.90
Fidelity® Event Driven Opportunities FARNX 1.21 3.81 -0.82 -20.27 3.81 4.01
Fidelity Advisor® Event Driven Opps C FATJX 1.16 2.36 -1.23 -22.04 1.93 2.15
Fidelity Advisor® Stock Selector Sm Cp A FCDAX 1.04 20.05 2.00 -1.22 10.45 7.70
Fidelity Advisor® Stock Selector Sm Cp C FCDCX 0.91 19.48 1.78 -2.05 9.54 6.81
Fidelity Advisor® Stock Selector Sm Cp I FCDIX 1.05 20.26 2.08 -0.95 10.77 8.01
Fidelity Advisor® Stock Selector Sm Cp M FCDTX 0.98 19.87 1.94 -1.53 10.07 7.34
Fidelity Advisor® Event Driven Opps A FCHSX 1.23 2.80 -1.11 -21.44 2.69 2.93
Fidelity® Small Cap Enhanced Index FCPEX 0.82 15.75 0.73 -8.24 7.80 6.55
Fidelity® Flex Small Cap FCUTX 1.62 22.94 3.28 1.23 --- ---
Fidelity® Stock Selector Small Cap FDSCX 1.05 20.22 2.08 -0.93 10.78 8.00
Federated Equity Advantage A FEKAX -0.43 13.51 -5.04 -9.08 4.50 ---
Federated Equity Advantage IS FEKIX -0.43 13.73 -4.92 -8.86 4.70 ---
Nuveen Small Cap Select C FHMCX 0.73 18.68 0.73 -5.93 8.81 7.22
Fidelity Advisor® Event Driven Opps Z FIJVX 1.23 2.98 -1.02 --- --- ---
First Investors Special Situations A FISSX 0.76 11.40 -2.82 -11.41 6.34 4.56
First Investors Special Situations Adv FISTX 0.75 11.54 -2.82 -11.16 6.66 4.88
First Investors Special Situations Instl FISUX 0.78 11.67 -2.72 -11.02 6.80 5.02
Fidelity® Series Small Cap Discovery FJACX 0.55 17.72 -2.61 -1.01 7.70 6.19
Fidelity Advisor® Event Driven Opps M FJPDX 1.14 2.61 -1.21 -21.64 2.42 2.66
Fidelity® Small Cap Stock K6 FKICX 1.08 21.87 2.41 -0.07 --- ---
Fidelity® Flex Small Cap Index FLXSX -0.35 15.67 -0.81 -7.71 --- ---
Fidelity Advisor® Event Driven Opps I FMRMX 1.23 2.88 -1.02 -21.25 2.95 3.18
Tributary Small Company Instl Plus FOSBX -0.26 12.21 -3.33 -6.51 7.64 7.18
Tributary Small Company Instl FOSCX -0.33 12.08 -3.42 -6.73 7.39 6.95
Frontier Phocas Small Cap Value Instl FPSVX -0.30 14.39 -2.98 -10.86 5.43 4.27
Frontier Phocas Small Cap Value Service FPVSX -0.33 14.35 -2.99 -10.85 5.37 ---
Fidelity Advisor® Small Cap A FSCDX 0.84 22.24 2.29 -3.52 7.50 5.21
Fidelity Advisor® Small Cap C FSCEX 0.81 21.79 2.09 -4.26 6.69 4.40
Fidelity Advisor® Small Cap I FSCIX 0.87 22.46 2.37 -3.25 7.79 5.49
Fidelity® Small Cap Discovery FSCRX 0.41 15.60 -3.14 -3.21 6.09 5.06
Fidelity Advisor® Small Cap M FSCTX 0.83 22.10 2.21 -3.74 7.26 4.97
Fidelity® Small Cap Stock FSLCX 1.12 21.65 2.52 -0.04 9.93 8.14
Fidelity® Series Small Cap Opps FSOPX 0.51 20.10 1.54 -0.67 11.20 7.95
Fidelity Advisor® Series Small Cap FSSFX 0.92 22.57 2.43 -2.53 8.50 5.78
Fidelity® Small Cap Index FSSNX -0.35 15.66 -0.74 -7.63 10.47 7.78
Fidelity Advisor® Stock Selector Sm Cp Z FSSZX 1.05 20.33 2.12 -0.79 --- ---
Fuller & Thaler Behavioral Sm-Cp Eq A FTHAX 1.46 17.13 0.93 --- --- ---
Fuller & Thaler Behavioral Sm-Cp Eq R6 FTHFX 1.44 17.25 1.00 -4.20 11.20 9.58
Fuller & Thaler Behavioral Sm-Cp Eq Inv FTHNX 1.46 17.03 0.93 -4.50 10.87 9.24
Fuller & Thaler Behavioral Sm-Cp Eq Inst FTHSX 1.50 17.19 1.01 -4.24 11.11 9.44
Fuller & Thaler Behvrl Mcr-Cp Eq Instl FTMSX -1.67 14.14 -4.58 --- --- ---
Fuller & Thaler Behavioral Sm-Cp Eq C FTYCX 1.39 16.66 0.81 --- --- ---
Fidelity Advisor® Small Cap Z FZAOX 0.91 22.54 2.37 -3.11 7.94 5.64
Gabelli Small Cap Growth AAA GABSX -0.09 13.47 -2.90 -6.07 7.58 5.48
Gabelli Small Cap Growth I GACIX -0.09 13.62 -2.85 -5.84 7.85 5.75
Gabelli Small Cap Growth A GCASX -0.11 13.46 -2.92 -6.07 7.58 5.48
Gabelli Small Cap Growth C GCCSX -0.17 13.00 -3.10 -6.77 6.78 4.70
Goldman Sachs Small Cap Eq Insghts A GCSAX 0.04 15.53 -0.20 -8.24 9.96 8.08
Goldman Sachs Small Cap Eq Insghts C GCSCX -0.05 15.02 -0.38 -8.94 9.14 7.26
Goldman Sachs Small Cap Eq Insghts Instl GCSIX 0.08 15.78 -0.12 -7.87 10.40 8.51
Goldman Sachs Small Cap Eq Insghts Svc GCSSX 0.00 15.47 -0.25 -8.33 9.84 7.96
Goldman Sachs Small Cap Eq Insghts R6 GCSUX 0.04 15.78 -0.12 -7.88 10.41 ---
Goldman Sachs Small Cap Eq Insghts R GDSRX 0.00 15.39 -0.25 -8.49 9.68 7.81
Goldman Sachs Small Cap Eq Insghts Inv GDSTX 0.04 15.68 -0.12 -8.01 10.25 8.35
Gator Focus Institutional GFFIX 2.34 22.51 -2.54 -6.00 10.14 -0.44
GuideMark® Small/Mid Cap Core Instl GISMX 0.00 0.00 0.00 --- --- ---
Great Lakes Small Cap Opportunity Inv GLSCX 0.73 17.27 -2.52 0.65 10.30 5.54
Great Lakes Small Cap Opportunity Instl GLSIX 0.71 17.37 -2.47 0.93 10.57 5.80
Goldman Sachs Small Cap Eq Insghts P GMAPX 0.08 15.78 -0.08 -7.87 --- ---
Nationwide Small Cap Index A GMRAX -0.41 15.25 -0.91 -8.20 9.73 7.05
Nationwide Small Cap Index C GMRCX -0.45 14.82 -1.11 -8.82 8.99 6.32
Nationwide Small Cap Index R6 GMRIX -0.40 15.57 -0.84 -7.87 10.18 7.49
GuideMark® Small/Mid Cap Core Service GMSMX 0.48 15.01 -0.53 -6.02 9.48 6.47
Nationwide Small Cap Index R GMSRX -0.52 14.98 -1.07 -8.57 9.44 6.83
Glenmede Quant US Small Cap Equity GQSCX -0.87 10.57 -3.97 -11.17 --- ---
GuideStone Funds Small Cap Equity Instl GSCYX 0.32 19.33 0.32 -4.81 9.68 6.57
GuideStone Funds Small Cap Equity Inv GSCZX 0.32 19.14 0.26 -5.04 9.39 6.28
Goldman Sachs Small Cap Value R GSQRX -0.31 14.32 -1.59 -6.41 7.49 5.65
Goldman Sachs Small Cap Value Inv GSQTX -0.29 14.61 -1.48 -5.96 8.02 6.17
Goldman Sachs Small Cap Value C GSSCX -0.37 13.99 -1.70 -6.87 6.95 5.12
Goldman Sachs Small Cap Value Instl GSSIX -0.26 14.71 -1.44 -5.81 8.18 6.33
Goldman Sachs Small Cap Value A GSSMX -0.31 14.45 -1.55 -6.19 7.75 5.91
Goldman Sachs Small Cap Value Svc GSSSX -0.30 14.40 -1.55 -6.28 7.64 5.80
Goldman Sachs Small Cap Value R6 GSSUX -0.28 14.72 -1.44 -5.81 8.19 ---
Goldman Sachs Small Cap Value P GSYPX -0.26 14.72 -1.44 -5.80 --- ---
Glenmede Small Cap Equity Adv GTCSX -0.50 12.25 -3.11 -12.91 6.99 4.97
Glenmede Small Cap Equity Instl GTSCX -0.47 12.38 -3.05 -12.75 7.21 5.18
Harbor Small Cap Value Instl HASCX 1.31 18.31 -0.94 -5.77 10.94 8.64
Hodges Small Cap Retail HDPSX 0.55 18.53 -3.21 -11.07 6.75 2.69
Hodges Small Cap Institutional HDSIX 0.58 18.70 -3.18 -10.86 7.02 2.99
Hodges Small Intrinsic Value Retail HDSVX 3.06 12.92 -3.81 -16.99 3.11 3.26
Hennessy Cornerstone Growth Investor HFCGX 1.99 12.40 3.40 -12.47 2.60 3.70
Hancock Horizon Burkenroad Sm Cp Inv HHBUX 0.71 10.62 -4.75 -13.50 4.73 3.19
Hancock Horizon Burkenroad Sm Cp Instl HIBUX 0.71 10.71 -4.69 -13.37 4.92 ---
Hennessy Cornerstone Growth Inst HICGX 1.97 12.56 3.49 -12.15 2.94 4.00
Harbor Small Cap Value Investor HISVX 1.28 18.05 -1.03 -6.14 10.53 8.24
Hancock Horizon Microcap Inv HMIAX 0.19 9.38 -3.23 -19.73 2.05 ---
Hancock Horizon Microcap Instl HMIIX 0.19 9.53 -3.21 -19.55 2.30 ---
Harbor Small Cap Value Retirement HNVRX 1.31 18.35 -0.94 -5.71 11.02 ---
Hartford Schroders US Small Cap Opps C HOOCX 0.91 18.84 1.79 -0.71 --- ---
Hartford Schroders US Small Cap Opps F HOOFX 1.00 19.59 2.10 0.45 --- ---
Hartford Schroders US Small Cap Opps R3 HOORX 0.93 19.16 1.92 -0.22 --- ---
Hartford Schroders US Small Cap Opps R4 HOOSX 0.96 19.43 2.02 0.22 --- ---
Hartford Schroders US Small Cap Opps R5 HOOTX 1.00 19.56 2.10 0.35 --- ---
Hartford Schroders US Small Cap Opps Y HOOYX 1.00 19.60 2.10 0.42 --- ---
Hancock Horizon US Small Cap Inv HSCAX 0.60 10.13 -4.88 -17.43 -0.32 1.37
Hancock Horizon US Small Cap Instl HSCIX 0.53 10.21 -4.91 -17.32 -0.09 1.59
Homestead Small Company Stock HSCSX 1.33 17.54 1.12 -14.03 2.58 3.33
Harbor Small Cap Value Admin HSVRX 1.32 18.18 -0.98 -5.99 10.67 8.38
Highland Small-Cap Equity A HSZAX -3.97 18.54 -3.29 -3.48 11.65 8.94
Highland Small-Cap Equity C HSZCX -3.99 18.04 -3.37 -4.11 10.84 8.15
Highland Small-Cap Equity Y HSZYX -3.94 18.72 -3.14 -3.25 11.89 9.20
Hancock Horizon Burkenroad Sm Cp D HYBUX 0.68 10.44 -4.81 -13.31 4.68 3.06
Voya Small Company Port A IASCX 0.75 16.72 -0.26 -7.79 6.98 6.93
ICM Small Company ICSCX 0.36 16.28 -1.69 -9.10 9.72 7.94
Voya Russell Small Cap Index Port I IIRSX -0.38 15.52 -0.83 -8.01 10.00 7.32
VY® JPMorgan Small Cap Core Equity A IJSAX 0.95 17.45 0.41 -4.95 10.80 8.16
VY® JPMorgan Small Cap Core Equity I IJSIX 0.98 17.84 0.52 -4.40 11.46 8.81
VY® JPMorgan Small Cap Core Equity S IJSSX 0.93 17.66 0.47 -4.67 11.18 8.54
VY® JPMorgan Small Cap Core Equity S2 IJSTX 0.94 17.56 0.47 -4.77 11.02 8.38
Voya Index Plus SmallCap Port I IPSIX 0.05 10.94 -3.18 -12.24 6.90 6.86
Voya Index Plus SmallCap Port S IPSSX 0.00 10.80 -3.26 -12.46 6.63 6.59
Voya Russell Small Cap Index Port S2 IRCIX -0.39 15.24 -1.00 -8.36 9.56 6.90
Voya Russell Small Cap Index Port A IRSIX -0.47 15.13 -1.05 -8.52 9.46 6.79
Voya Russell Small Cap Index Port S IRSSX -0.46 15.23 -1.01 -8.30 9.73 7.05
Ivy ProShares Russell 2000 DivGrwrsIdx A IRUAX -1.09 10.02 0.60 2.21 --- ---
Ivy ProShares Russell 2000 DivGrwrsIdx E IRUEX -1.00 10.10 0.63 2.46 --- ---
Ivy ProShares Russell 2000 DivGrwrsIdx I IRUIX -1.09 10.14 0.66 2.55 --- ---
Ivy ProShares Russell 2000 DivGrwrsIdx N IRUNX -1.09 10.14 0.57 2.55 --- ---
Ivy ProShares Russell 2000 DivGrwrsIdx R IRURX -1.09 9.76 0.47 1.79 --- ---
Voya Small Company O ISCOX 0.72 16.84 -0.27 -7.95 6.92 6.73
Voya Small Company W ISMWX 0.79 17.00 -0.14 -7.69 7.23 7.00
Voya Small Company R6 ISMZX 0.79 17.03 -0.14 -7.55 7.36 7.15
Ivy Small Cap Core N ISPVX 2.12 22.48 6.29 -2.09 11.96 ---
Voya Small Company Port I IVCSX 0.83 17.10 -0.09 -7.27 7.53 7.48
Voya Small Company Port S IVPSX 0.79 16.92 -0.18 -7.55 7.26 7.20
Ivy Small Cap Core I IVVIX 2.08 22.40 6.23 -2.11 11.81 9.28
Ivy Small Cap Core T IYCTX 2.10 22.31 6.26 -2.34 --- ---
Ivy Small Cap Core A IYSAX 2.05 22.09 6.15 -2.59 11.38 8.84
Ivy Small Cap Core B IYSBX 2.03 21.57 5.94 -3.40 10.38 7.84
Ivy Small Cap Core C IYSCX 2.01 21.66 5.99 -3.21 10.65 8.10
Ivy Small Cap Core R IYSMX 2.06 21.99 6.12 -2.80 11.15 8.62
Ivy Small Cap Core Y IYSYX 2.04 22.15 6.16 -2.52 11.50 8.98
JHancock New Opportunities A JASOX 1.55 18.16 -1.09 -8.03 9.21 ---
JHancock New Opportunities C JBSOX 1.47 17.67 -1.30 -8.70 8.45 ---
JHancock Small Cap Core A JCCAX -0.77 18.06 -1.03 -5.70 --- ---
JHancock Small Cap Core I JCCIX -0.69 18.30 -0.86 -5.42 8.72 7.08
JPMorgan Small Cap Core R3 JGAUX 0.28 14.86 -1.78 -9.42 --- ---
JPMorgan Small Cap Core R4 JGREX 0.30 15.06 -1.70 -9.17 --- ---
JHancock New Opportunities I JHSOX 1.59 18.36 -1.05 -7.76 9.55 ---
JHancock New Opportunities 1 JISOX 1.58 18.36 -1.04 -7.70 9.62 6.02
JHFunds2 Small Company Value 1 JISVX 0.31 16.30 -0.31 -4.66 9.64 7.09
JPMorgan Market Expansion Enh Idx R2 JMEZX 0.42 14.01 -1.54 -7.94 7.56 6.85
JHancock Small Cap Core R6 JORSX -0.69 18.40 -0.86 -5.37 --- ---
JPMorgan Small Cap Core R2 JRJUX 0.26 14.73 -1.83 -9.62 --- ---
JHancock New Opportunities R1 JRSOX 1.52 17.90 -1.18 -8.38 8.95 ---
JHancock Small Cap Value A JSCAX 0.10 13.92 -0.99 -5.86 4.95 5.80
JHancock Small Cap Value I JSCBX 0.10 14.15 -0.89 -5.58 5.27 6.13
JHancock Small Cap Value R6 JSCCX 0.15 14.20 -0.84 -5.44 5.38 6.25
JHancock Small Cap Value NAV JSCNX 0.15 14.22 -0.89 -5.48 5.38 6.25
JPMorgan US Small Company I JSCSX 0.56 10.42 -2.93 -11.88 6.53 5.60
JPMorgan US Small Company R2 JSCZX 0.46 10.09 -3.09 -12.34 5.97 5.07
JPMorgan Small Cap Equity C JSECX 1.45 19.82 2.28 -0.53 10.79 9.06
JPMorgan Small Cap Equity R3 JSEPX 1.52 20.16 2.42 0.01 --- ---
JPMorgan Small Cap Equity R4 JSEQX 1.53 20.31 2.47 0.24 --- ---
JPMorgan Small Cap Equity R5 JSERX 1.55 20.45 2.53 0.45 11.86 10.13
JPMorgan Small Cap Equity R2 JSEZX 1.49 19.98 2.35 -0.26 11.07 9.33
JHancock New Opportunities R2 JSSOX 1.55 18.20 -1.09 -7.98 9.32 ---
JHancock New Opportunities R3 JTSOX 1.51 17.99 -1.18 -8.22 9.07 ---
JPMorgan US Small Company A JTUAX 0.51 10.27 -3.01 -12.08 6.25 5.35
JPMorgan US Small Company C JTUCX 0.47 9.98 -3.13 -12.55 5.72 4.80
JPMorgan US Small Company R6 JUSMX 0.56 10.57 -2.93 -11.69 6.81 5.89
JHancock New Opportunities R4 JUSOX 1.55 18.31 -1.05 -7.82 9.48 ---
JPMorgan US Small Company R3 JUSPX 0.51 10.27 -3.03 -12.14 --- ---
JPMorgan US Small Company R4 JUSQX 0.56 10.48 -2.95 -11.88 --- ---
JPMorgan US Small Company L JUSSX 0.56 10.58 -2.88 -11.72 6.71 5.79
JPMorgan US Small Company R5 JUSYX 0.56 10.53 -2.88 -11.73 --- ---
JHancock New Opportunities R5 JVSOX 1.54 18.39 -1.00 -7.67 9.65 ---
JHancock New Opportunities R6 JWSOX 1.59 18.42 -1.00 -7.66 9.66 ---
Catholic Investor Small Cap I KCSIX 0.49 18.87 1.55 -6.14 9.31 ---
Catholic Investor Small Cap S KCSSX 0.48 18.79 1.54 -6.21 9.17 ---
Catholic Investor Small Cap Investor KCSVX 0.48 18.74 1.54 -6.34 8.99 ---
KP Small Cap Equity Institutional KPSCX 0.37 18.19 0.37 -3.36 12.09 8.13
ClearBridge Small Cap A2 LBRTX -0.08 18.28 -1.28 -1.19 10.76 ---
ClearBridge Small Cap FI LGASX -0.09 18.32 -1.25 -1.07 10.83 9.05
QS US Small Capitalization Equity FI LGSCX -0.56 12.15 -3.70 -13.07 5.42 4.69
ClearBridge Small Cap IS LISGX -0.03 18.63 -1.15 -0.65 --- ---
ClearBridge Small Cap R LMARX -0.09 18.19 -1.30 -1.33 10.65 8.84
ClearBridge Small Cap C LMASX -0.11 17.93 -1.41 -1.70 10.16 8.38
QS US Small Capitalization Equity A LMBAX -0.53 12.13 -3.69 -12.98 5.48 4.73
QS US Small Capitalization Equity C LMBCX -0.58 11.71 -3.74 -13.60 4.71 3.96
QS US Small Capitalization Equity IS LMBMX -0.44 12.46 -3.52 -12.58 5.92 5.19
ClearBridge Small Cap I LMNSX -0.05 18.56 -1.17 -0.74 11.23 9.46
ClearBridge Small Cap A LMSAX -0.08 18.40 -1.24 -0.99 10.97 9.21
QS US Small Capitalization Equity I LMSIX -0.52 12.33 -3.60 -12.73 5.77 5.06
Lord Abbett Small Cap Value A LRSCX 0.66 12.21 -3.39 -9.34 5.19 4.81
Lord Abbett Small Cap Value F LRSFX 0.65 12.30 -3.36 -9.22 5.34 4.96
Lord Abbett Small Cap Value F3 LRSOX 0.73 12.41 -3.31 -9.03 --- ---
Lord Abbett Small Cap Value P LRSPX 0.70 12.08 -3.43 -9.52 4.99 4.61
Lord Abbett Small Cap Value R2 LRSQX 0.58 11.96 -3.54 -9.69 4.82 4.44
Lord Abbett Small Cap Value R3 LRSRX 0.63 12.09 -3.47 -9.53 4.95 4.58
Lord Abbett Small Cap Value R4 LRSSX 0.66 12.20 -3.39 -9.33 5.19 ---
Lord Abbett Small Cap Value R5 LRSTX 0.68 12.36 -3.33 -9.10 5.46 ---
Lord Abbett Small Cap Value R6 LRSVX 0.68 12.36 -3.36 -9.06 5.54 ---
Lord Abbett Small Cap Value I LRSYX 0.68 12.37 -3.33 -9.11 5.46 5.07
Loomis Sayles Small Cap Value N LSCNX 1.06 18.63 0.03 -4.55 7.72 6.56
Loomis Sayles Small Cap Value Retail LSCRX 1.04 18.42 -0.04 -4.84 7.38 6.23
Columbia Disciplined Small Core A LSMAX -1.00 10.71 -4.06 -15.85 3.22 0.60
Columbia Disciplined Small Core C LSMCX -1.13 10.06 -4.37 -16.51 2.50 -0.14
Lord Abbett Small Cap Value C LSRCX 0.63 11.67 -3.64 -10.07 4.42 4.04
Emerald Small Cap Value Investor LSRIX 0.55 16.72 1.38 -12.83 7.82 5.34
Emerald Small Cap Value Institutional LSRYX 0.54 16.74 1.36 -12.67 7.96 5.51
Loomis Sayles Small Cap Value Instl LSSCX 1.02 18.55 0.03 -4.63 7.64 6.49
Loomis Sayles Small Cap Value Admin LSVAX 0.98 18.21 -0.11 -5.10 7.10 5.96
QS US Small Capitalization Equity A2 LUSAX -0.54 12.03 -3.66 -13.15 5.26 4.49
SGI US Small Cap Equity A LVSMX 0.09 12.31 -0.86 -8.44 7.62 ---
Lazard US Small-Mid Cap Equity Open LZCOX 0.75 21.14 3.49 -2.33 10.12 7.13
Lazard US Small-Mid Cap Equity Instl LZSCX 0.77 21.42 3.62 -2.04 10.47 7.46
iShares Russell 2000 Small-Cap Idx Instl MASKX -0.41 15.59 -0.81 -7.76 10.29 7.56
Madison Small Cap A MASVX 0.09 13.42 -0.98 -6.65 4.57 5.52
Mutual of America Instl Small Cap Value MAVSX -1.09 9.72 -2.83 -9.06 4.37 3.90
Madison Small Cap B MBSVX 0.10 12.92 -1.18 -7.32 3.81 4.74
MassMutual Premier Small Cap Opps R3 MCCRX -0.31 14.22 -0.77 -8.84 8.33 6.81
MM Russell 2000® Small Cap Index A MCJAX -0.40 15.25 -0.96 -8.31 9.59 6.91
MM Russell 2000® Small Cap Index R4 MCJFX -0.49 15.23 -0.97 -8.24 9.70 7.00
MM Russell 2000® Small Cap Index R5 MCJIX -0.40 15.57 -0.87 -7.88 10.12 7.44
MM Russell 2000® Small Cap Index Svc MCJSX -0.40 15.39 -0.88 -8.02 9.96 7.26
MM Russell 2000® Small Cap Index R3 MCJTX -0.41 15.09 -0.97 -8.48 9.42 6.75
MM Russell 2000® Small Cap Index Adm MCJYX -0.40 15.46 -0.88 -8.07 9.87 7.17
MM Russell 2000® Small Cap Index I MCJZX -0.40 15.66 -0.79 -7.76 10.26 7.55
iShares Russell 2000 Small-Cap Idx Inv A MDSKX -0.41 15.45 -0.81 -7.95 10.03 7.30
Morgan Dempsey Small/Micro Cap Value MITYX -0.48 1.46 -6.46 -15.14 6.41 2.41
Victory Integrity Discovery A MMEAX 0.73 9.35 -4.23 -14.99 7.51 6.77
Victory Integrity Discovery C MMECX 0.69 8.94 -4.36 -15.63 6.68 5.95
Victory Integrity Discovery R MMERX 0.71 9.08 -4.34 -15.42 6.96 6.26
Victory Integrity Discovery Y MMEYX 0.75 9.55 -4.16 -14.77 7.78 7.04
MassMutual Select Small Cap Val Eq A MMQAX -0.09 13.49 -2.60 -8.89 6.41 5.63
MassMutual Select Small Cap Val Eq R4 MMQFX 0.00 13.61 -2.53 -8.80 6.53 5.73
MassMutual Select Small Cap Val Eq I MMQIX 0.00 13.87 -2.40 -8.38 7.01 6.22
MassMutual Select Small Cap Val Eq Adm MMQLX 0.00 13.65 -2.48 -8.68 6.68 5.89
MassMutual Select Small Cap Val Eq R5 MMQSX 0.00 13.84 -2.48 -8.44 6.91 6.11
MassMutual Select Small Cap Val Eq R3 MMQTX 0.00 13.45 -2.55 -8.98 6.28 5.49
MassMutual Select Small Cap Val Eq Svc MMQYX 0.00 13.66 -2.55 -8.57 6.78 6.01
Praxis Small Cap Index A MMSCX 0.36 10.89 -2.14 -10.80 5.51 3.19
Praxis Small Cap Index I MMSIX 0.44 11.32 -1.84 -10.16 6.23 3.86
Invesco Oppenheimer Main Strt Sm Cp R5 MNSQX -0.35 --- --- --- --- ---
MainStay MacKay Small Cap Core Inv MOINX -0.21 10.03 -2.29 -10.61 4.39 4.01
MassMutual Premier Small Cap Opps R4 MOORX -0.31 14.39 -0.77 -8.62 8.61 7.07
MainStay MacKay Small Cap Core A MOPAX -0.16 10.15 -2.20 -10.37 4.67 4.29
MainStay MacKay Small Cap Core C MOPCX -0.24 9.61 -2.44 -11.27 3.61 3.23
MainStay MacKay Small Cap Core I MOPIX -0.16 10.36 -2.13 -10.12 4.93 4.55
MainStay MacKay Small Cap Core R1 MOPRX -0.16 10.31 -2.14 -10.21 4.84 4.45
MainStay MacKay Small Cap Core B MOTBX -0.24 9.55 -2.44 -11.27 3.60 3.23
MainStay MacKay Small Cap Core R2 MOTRX -0.21 10.11 -2.25 -10.48 4.55 4.18
MainStay MacKay Small Cap Core R3 MOVRX -0.21 9.96 -2.30 -10.68 4.29 ---
Mondrian US Small Cap Equity MPUSX 0.91 15.61 0.73 --- --- ---
MassMutual Premier Small Cap Opps R5 MSCDX -0.37 14.59 -0.73 -8.36 8.97 7.42
Mairs & Power Small Cap MSCFX 0.16 13.75 -1.12 -2.47 8.42 7.21
MassMutual Premier Small Cap Opps Adm MSCLX -0.37 14.44 -0.74 -8.51 8.74 7.21
MassMutual Premier Small Cap Opps I MSOOX -0.29 14.65 -0.66 -8.18 9.08 7.57
Litman Gregory Masters Smlr Coms Instl MSSFX 0.00 19.80 -0.94 -0.86 10.04 2.98
MassMutual Premier Small Cap Opps Svc MSVYX -0.30 14.53 -0.74 -8.38 8.86 7.33
Great-West S&P SmallCap 600® Index Instl MXERX 0.37 12.16 -1.94 -9.91 9.87 ---
Great-West S&P SmallCap 600® Index Inv MXISX 0.36 11.99 -2.08 -10.29 9.46 8.16
Great-West Loomis Sayles Sm Cp Val Inv MXLSX 0.94 18.29 -0.15 -4.27 7.54 6.32
Great-West S&P SmallCap 600® Index L MXNSX 0.36 11.77 -2.08 -10.49 9.20 7.88
Great-West Loomis Sayles Sm Cp Val Instl MXTFX 0.88 18.51 -0.18 -4.01 7.91 ---
Madison Small Cap Y MYSVX 0.09 13.59 -0.89 -6.43 4.83 5.78
Vanguard Small Cap Index Inv NAESX 0.77 19.42 0.74 -1.31 10.94 8.08
Natixis Vaughan Nelson Small Cap Value A NEFJX 1.16 18.68 0.07 -3.39 6.51 5.99
Natixis Vaughan Nelson Small Cap Value C NEJCX 1.20 18.28 -0.13 -4.04 5.71 5.21
Natixis Vaughan Nelson Small Cap Value Y NEJYX 1.17 18.82 0.13 -3.12 6.78 6.26
Neuberger Berman Intrinsic Value A NINAX -0.07 18.93 -2.74 -2.49 9.88 6.50
Neuberger Berman Intrinsic Value C NINCX -0.13 18.42 -2.88 -3.26 9.06 5.71
Neuberger Berman Intrinsic Value Instl NINLX -0.07 19.13 -2.67 -2.20 10.27 6.88
Columbia Small Cap Index A NMSAX 0.36 12.03 -2.04 -10.19 9.56 8.23
Columbia Small Cap Index Inst NMSCX 0.36 12.15 -1.98 -9.98 9.82 8.50
Neuberger Berman Intrinsic Value R6 NRINX 0.00 --- -2.60 --- --- ---
Nuveen NWQ Small-Cap Value A NSCAX -0.09 13.55 -3.31 -15.03 5.49 4.64
Nuveen NWQ Small-Cap Value C NSCCX -0.16 13.06 -3.51 -15.68 4.70 3.85
Nuveen NWQ Small-Cap Value R6 NSCFX -0.07 13.78 -3.22 -14.72 5.92 5.06
Nuveen NWQ Small-Cap Value R3 NSCQX -0.12 13.39 -3.36 -15.25 5.23 4.37
Nuveen NWQ Small-Cap Value I NSCRX -0.07 13.72 -3.25 -14.82 5.76 4.90
Northern Small Cap Core NSGRX 0.23 15.22 0.23 -6.12 9.76 7.50
Northern Small Cap Index NSIDX -0.40 15.51 -0.88 -7.91 10.18 7.43
Nuveen NWQ Small/Mid-Cap Value A NSMAX 0.52 19.29 -1.02 -10.11 6.75 3.73
Nuveen NWQ Small/Mid-Cap Value C NSMCX 0.45 18.82 -1.18 -10.79 5.95 2.96
Nuveen NWQ Small/Mid-Cap Value I NSMRX 0.51 19.46 -1.00 -9.91 7.01 3.99
Nationwide WCM Focused Sm Cp A NWGPX 1.98 15.40 -0.43 -0.70 11.37 8.61
Nationwide WCM Focused Sm Cp C NWGQX 1.87 14.88 -0.64 -1.47 10.53 7.80
Nationwide WCM Focused Sm Cp Instl Svc NWGSX 1.97 15.54 -0.37 -0.45 11.66 8.92
Nationwide WCM Focused Sm Cp R6 NWKEX 1.96 15.55 -0.41 -0.37 11.75 8.99
Nuveen NWQ Small/Mid Cap Value R6 NWQFX 0.51 19.53 -0.95 -9.74 7.20 ---
Nuveen NWQ Small/Mid-Cap Value R3 NWQRX 0.45 19.06 -1.12 -10.38 6.47 3.46
Nationwide Small Cap Index Instl Svc NWXRX -0.40 15.40 -0.95 -8.08 --- ---
Orchard Small Cap Value I OCSIX -1.73 8.16 -8.10 -23.29 4.57 ---
Orchard Small Cap Value N OCSNX -1.75 8.14 -8.18 -23.42 4.32 ---
JPMorgan Market Expansion Enh Idx A OMEAX 0.41 14.25 -1.51 -7.73 7.84 7.11
JPMorgan Market Expansion Enh Idx C OMECX 0.38 13.92 -1.61 -8.15 7.28 6.49
JPMorgan Market Expansion Enh Idx R6 OMYGX 0.41 14.43 -1.39 --- --- ---
North Square Dynamic Small Cap A ORSAX 0.50 17.96 -0.09 -5.91 12.83 ---
North Square Dynamic Small Cap I ORSIX 0.54 18.18 -0.01 -5.66 13.13 ---
Invesco Oppenheimer MainStrt SmCp A OSCAX -0.35 14.39 -0.76 -8.43 8.55 6.98
Invesco Oppenheimer MainStrt SmCp C OSCCX -0.44 13.89 -0.94 -9.18 7.74 6.15
Invesco Oppenheimer MainStrt SmCp R OSCNX -0.42 14.16 -0.84 -8.71 8.26 6.68
Invesco Oppenheimer MainStrt SmCp Y OSCYX -0.35 14.48 -0.69 -8.24 8.87 7.30
Invesco Oppenheimer MainStrt SmCp R6 OSSIX -0.35 14.63 -0.69 -8.11 9.00 7.43
Pacific Advisors Small Cap Value A PASMX -0.50 4.22 -14.34 -25.42 6.43 -7.47
T. Rowe Price Small-Cap Value Adv PASVX 0.69 17.13 0.80 -3.45 10.45 7.41
PIMCO StocksPLUS® Small A PCKAX -0.21 16.54 -0.72 -8.65 11.57 7.78
PIMCO StocksPLUS® Small C PCKCX -0.24 16.01 -0.91 -9.42 10.68 6.96
PIMCO StocksPLUS® Small I2 PCKPX -0.21 16.81 -0.65 -8.42 11.88 8.12
PIMCO StocksPLUS® Small Administrative PCKTX -0.21 16.60 -0.77 -8.59 11.68 7.96
PACE Small/Medium Co Value Equity P PCSVX 0.05 16.63 -2.89 -7.72 6.61 5.07
Royce Pennsylvania Mutual Invmt PENNX 1.45 17.29 -1.30 -2.82 11.91 6.57
PACE Small/Medium Co Value Equity A PEVAX 0.05 16.52 -2.93 -7.87 6.45 4.92
Pacific Funds Small-Cap C PFACX 0.50 12.63 -0.99 -9.46 8.34 ---
Pacific Funds Small/Mid-Cap A PFDAX 0.77 15.35 0.23 -5.52 9.34 ---
Pacific Funds Small-Cap S PFJIX 0.62 13.40 -0.70 -8.44 9.48 ---
Pacific Funds Small-Cap A PFKAX 0.58 13.21 -0.82 -8.78 9.16 ---
Pacific Funds Small/Mid-Cap Advisor PFMDX 0.84 15.52 0.38 -5.20 9.63 ---
Pacific Funds Small/Mid-Cap S PFOIX 0.84 15.51 0.38 -5.18 9.69 ---
Paradigm Opportunity PFOPX 0.74 12.01 -0.73 -6.37 10.97 6.59
Pacific Funds Small/Mid-Cap C PFPCX 0.71 14.90 0.08 -6.21 8.56 ---
Pacific Funds Small-Cap Advisor PFQDX 0.65 13.37 -0.72 -8.48 9.44 ---
Paradigm Select PFSLX 2.20 19.18 -1.96 -0.97 11.40 7.98
Pacific Advisors Small Cap Value I PGISX -0.47 4.40 -14.29 -25.22 6.62 -7.23
JPMorgan Market Expansion Enh Idx I PGMIX 0.40 14.47 -1.38 -7.45 8.12 7.39
Pacific Advisors Small Cap Value C PGSCX -0.55 3.84 -14.49 -25.93 5.65 -8.15
Principal SmallCap A PLLAX -0.58 18.45 -0.91 -7.65 9.83 7.03
Perritt MicroCap Opportunities Investor PRCGX 1.49 3.12 -5.87 -21.82 2.97 1.62
Perritt Ultra MicroCap PREOX 0.58 10.39 -1.90 -12.50 5.09 3.45
T. Rowe Price Small-Cap Value PRSVX 0.71 17.31 0.88 -3.41 10.73 7.70
T. Rowe Price Small-Cap Value I PRVIX 0.71 17.37 0.91 -3.30 10.86 ---
Principal SmallCap R1 PSABX -0.62 18.20 -1.02 -8.04 9.37 6.58
Principal SmallCap S&P 600 Index R1 PSAPX 0.25 11.61 -2.17 -10.70 8.90 7.59
Principal SmallCap J PSBJX -0.61 18.51 -0.91 -7.52 10.02 7.20
Principal SmallCap R3 PSBMX -0.63 18.38 -0.96 -7.76 9.70 6.91
Principal SmallCap R2 PSBNX -0.61 18.26 -1.01 -7.95 9.49 6.71
Principal SmallCap R5 PSBPX -0.59 18.58 -0.85 -7.49 10.05 7.24
Principal SmallCap R4 PSBSX -0.60 18.46 -0.92 -7.59 9.91 7.11
PIMCO StocksPLUS® Small Institutional PSCSX -0.10 16.81 -0.63 -8.27 12.00 8.21
Principal SmallCap Inst PSLIX -0.58 18.64 -0.84 -7.35 10.25 7.45
Principal SmallCap C PSMCX -0.66 17.93 -1.09 -8.39 8.96 6.15
Principal SmallCap R-6 PSMLX -0.58 18.71 -0.84 -7.27 --- ---
PIMCO StocksPLUS® Small I-3 PSNSX -0.11 16.83 -0.65 -8.46 --- ---
Principal SmallCap S&P 600 Index R-6 PSPIX 0.37 12.19 -1.94 -9.90 --- ---
Principal SmallCap S&P 600 Index Inst PSSIX 0.37 12.18 -1.94 -9.95 9.80 8.49
Principal SmallCap S&P 600 Index J PSSJX 0.35 12.05 -2.01 -10.15 9.57 8.22
Principal SmallCap S&P 600 Index R3 PSSMX 0.28 11.81 -2.09 -10.44 9.24 7.92
Principal SmallCap S&P 600 Index R2 PSSNX 0.29 11.72 -2.11 -10.55 9.04 7.73
Principal SmallCap S&P 600 Index R5 PSSPX 0.32 12.02 -2.02 -10.14 9.57 8.26
Principal SmallCap S&P 600 Index R4 PSSSX 0.32 11.95 -2.07 -10.27 9.44 8.12
PACE Small/Medium Co Value Equity Y PVEYX 0.00 16.65 -2.90 -7.67 6.68 5.12
Paradigm Value PVFAX 2.08 12.52 -0.32 -3.72 12.95 7.80
Paradigm Micro-Cap PVIVX 3.08 8.63 -6.09 -17.07 9.83 7.76
Pax Small Cap A PXSAX -0.14 16.61 1.23 -5.36 5.27 4.70
Pax Small Cap Individual Investor PXSCX -0.15 16.65 1.30 -5.30 5.27 4.70
Pax Small Cap Institutional PXSIX -0.17 16.72 1.26 -5.15 5.54 4.96
Federated MDT Small Cap Core A QASCX 0.43 12.39 -0.75 -12.31 10.52 9.04
Federated MDT Small Cap Core C QCSCX 0.37 11.98 -0.91 -12.93 9.70 8.23
Federated MDT Small Cap Core Instl QISCX 0.42 12.54 -0.72 -12.09 10.78 9.31
Federated MDT Small Cap Core R6 QLSCX 0.47 12.53 -0.72 -12.08 10.81 ---
AQR Small Cap Multi-Style R6 QSERX 0.08 11.94 -1.02 -11.22 6.33 5.08
AQR Small Cap Multi-Style I QSMLX 0.08 11.86 -1.03 -11.36 6.23 4.97
AQR Small Cap Multi-Style N QSMNX 0.08 11.71 -1.11 -11.55 5.96 4.71
AQR Small Cap Relaxed Constraint Eq I QSRIX 0.43 10.32 -0.53 -13.33 --- ---
AQR Small Cap Relaxed Constraint Eq N QSRNX 0.54 10.23 -0.54 -13.53 --- ---
AQR Small Cap Relaxed Constraint Eq R6 QSRRX 0.54 10.43 -0.43 -13.22 --- ---
AQR TM Small Cap Multi-Style I QSSLX 0.00 10.84 -1.19 -12.44 5.70 ---
AQR TM Small Cap Multi-Style N QSSNX 0.00 10.74 -1.19 -12.61 5.46 ---
AQR TM Small Cap Multi-Style R6 QSSRX 0.00 10.93 -1.09 -12.30 5.83 ---
Russell Inv US Small Cap Equity E REBEX 0.37 15.98 -0.80 -7.03 9.41 6.49
Russell Inv US Small Cap Equity Y REBYX 0.40 16.27 -0.69 -6.61 9.91 6.97
River Oak Discovery RIVSX 1.43 14.40 2.02 -11.41 6.56 4.47
Russell Inv US Small Cap Equity A RLACX 0.37 15.97 -0.77 -7.03 9.41 6.50
Russell Inv US Small Cap Equity C RLECX 0.28 15.49 -0.95 -7.72 8.60 5.70
Russell Inv US Small Cap Equity S RLESX 0.40 16.17 -0.69 -6.73 9.72 6.78
Royce Micro-Cap Svc RMCFX -0.10 8.42 -3.60 -11.73 6.47 0.93
Reinhart Genesis PMV Investor RPMAX 1.54 17.29 2.42 2.95 --- ---
Reinhart Genesis PMV Advisor RPMFX 1.63 17.63 2.61 3.30 --- ---
Royce Pennsylvania Mutual Instl RPMIX 1.56 17.35 -1.19 -2.64 12.05 6.70
Royce Pennsylvania Mutual R RPMRX 1.43 16.71 -1.39 -3.48 11.11 5.80
Russell Inv US Small Cap Equity R6 RSCRX 0.40 16.27 -0.65 -6.59 9.89 ---
Victory RS Partners A RSPFX 0.21 21.25 1.93 3.22 11.23 5.15
Victory RS Partners R RSPKX 0.18 21.02 1.85 2.84 10.83 4.77
Victory RS Partners Y RSPYX 0.23 21.47 2.01 3.56 11.58 5.49
Royce Total Return Instl RTRIX 1.39 15.32 -0.88 -2.08 8.99 6.21
Royce Total Return R RTRRX 1.32 14.77 -1.11 -2.82 8.21 5.44
BNY Mellon Sm Cp Val A RUDAX 1.37 13.35 -1.82 -6.14 --- ---
Russell Inv US Small Cap Equity M RUNTX 0.37 16.24 -0.69 -6.66 --- ---
Royce Micro-Cap Consult RYMCX -0.13 7.75 -3.95 -12.56 5.45 -0.01
Royce Micro-Cap Invmt RYOTX -0.10 8.45 -3.61 -11.64 6.58 1.05
Royce Pennsylvania Mutual Consult RYPCX 1.41 16.67 -1.50 -3.74 10.79 5.51
Royce Pennsylvania Mutual Svc RYPFX 1.45 16.86 -1.41 -3.29 11.47 6.20
Rydex Russell 2000 H RYRHX -0.52 14.74 -1.13 -9.20 8.53 5.73
Rydex Russell 2000 C RYROX -0.58 14.26 -1.31 -9.87 7.71 4.95
Rydex Russell 2000 A RYRRX -0.52 14.70 -1.15 -9.22 8.50 5.74
Royce Total Return Consult RYTCX 1.24 14.53 -1.20 -3.19 7.79 5.05
Royce Total Return Svc RYTFX 1.33 15.07 -1.07 -2.52 8.55 5.80
Royce Total Return Invmt RYTRX 1.46 15.32 -0.92 -2.16 8.89 6.09
SA US Small Company Select SASLX 1.12 15.04 -0.86 -7.26 --- ---
Virtus Ceredex Small-Cap Value Eq A SASVX 1.39 12.78 -2.95 -7.55 5.71 5.62
SA US Small Company Investor SAUMX 1.08 14.87 -0.94 -7.50 8.42 6.22
Segall Bryant & Hamill Small Cap Val SBHVX -0.89 13.56 -1.76 -0.27 10.52 7.74
Crossmark Steward Sm-Md Cp Enh Idx Instl SCECX 0.44 12.62 -3.05 -9.37 8.00 6.67
Virtus Ceredex Small-Cap Value Eq I SCETX 1.32 12.91 -2.92 -7.30 5.98 5.92
SGI US Small Cap Equity I SCLVX 0.00 12.39 -0.85 -8.27 7.84 ---
Bernstein Small Cap Core SCB SCRSX 0.46 15.60 -0.09 -9.19 7.42 ---
AB Small Cap Core Advisor SCRYX 0.46 15.79 -0.09 -8.96 7.67 ---
AB Small Cap Core Z SCRZX 0.37 15.68 -0.09 -8.95 7.67 ---
Hartford Schroders US Small Cap Opps I SCUIX 1.00 19.55 2.10 0.35 10.70 8.75
Hartford Schroders US Small Cap Opps SDR SCURX 1.00 19.56 2.09 0.45 10.78 ---
Hartford Schroders US Small Cap Opps A SCUVX 0.97 19.35 2.00 0.06 10.35 8.42
Sit Small Cap Dividend Growth S SDFSX 1.59 18.17 0.72 -3.33 6.16 ---
Schwab Fundamental US Small Company Idx SFSNX 0.82 15.17 -1.75 -6.59 8.68 6.71
STAAR Adaptive Discovery SITSX 1.01 14.03 0.17 -7.38 6.72 3.73
State Street Instl Small-Cap Equity Inv SIVIX 0.00 16.52 -0.87 -5.75 10.35 7.66
AMG Managers Skyline Special Equities N SKSEX -0.11 16.65 -3.68 -10.20 5.84 4.09
AMG Managers Skyline Special Equities I SKSIX -0.08 16.77 -3.61 -10.05 --- ---
AMG Managers Skyline Special Equities Z SKSZX -0.08 16.81 -3.61 -9.97 --- ---
SEI Small Cap A (SIIT) SLPAX 0.61 16.89 1.38 -6.21 8.16 6.22
ProFunds Small Cap Inv SLPIX -0.51 14.63 -1.53 -9.52 7.98 5.46
ProFunds Small Cap Svc SLPSX -0.60 14.04 -1.78 -10.40 6.94 4.44
Columbia Disciplined Small Core Inst SMCEX -0.85 10.86 -3.96 -15.62 3.50 0.86
Shelton S&P Smallcap Index Direct SMCIX 0.30 11.59 -2.17 -10.56 8.90 8.34
Invesco Small Cap Equity A SMEAX 1.30 19.66 2.40 -5.73 7.31 4.91
Invesco Small Cap Equity C SMECX 1.21 19.12 2.14 -6.39 6.50 4.12
Invesco Small Cap Equity R6 SMEFX 1.35 19.92 2.46 -5.24 7.82 5.43
Invesco Small Cap Equity R5 SMEIX 1.30 19.84 2.41 -5.35 7.71 5.32
Invesco Small Cap Equity R SMERX 1.24 19.43 2.26 -5.94 7.03 4.64
Invesco Small Cap Equity Y SMEYX 1.32 19.72 2.38 -5.53 7.56 5.15
Shelton S&P Smallcap Index K SMLKX 0.22 11.24 -2.32 -11.03 8.35 7.79
SGI US Small Cap Equity C SMLVX 0.00 11.81 -1.05 -9.14 6.78 ---
Wells Fargo Small Cap Value A SMVAX -0.78 13.45 -2.97 -12.21 5.38 3.46
Wells Fargo Small Cap Value C SMVCX -0.93 12.86 -3.12 -12.87 4.59 2.69
Wells Fargo Small Cap Value Admin SMVDX -0.78 13.59 -2.85 -12.01 5.60 3.68
Wells Fargo Small Cap Value R6 SMVRX -0.77 13.71 -2.88 -11.81 5.83 3.92
Sit Small Cap Dividend Growth I SSCDX 1.65 18.41 0.87 -3.07 6.46 ---
Columbia Disciplined Small Core V SSCEX -0.87 10.73 -4.02 -15.72 3.26 0.61
Columbia Select Small Cap Value A SSCVX -0.18 14.49 -2.74 -6.37 6.77 4.12
DWS Small Cap Core S SSLCX 0.14 11.16 -4.50 -14.91 6.28 5.93
SEI Small/Mid Cap Equity A (SIIT) SSMAX 0.90 18.00 0.99 -3.68 9.25 6.79
Crossmark Steward Sm-Md Cp Enh Idx C SSMEX 0.00 12.80 -3.36 -10.25 --- ---
State Street Small/Mid Cap Equity Index SSMHX 1.06 20.08 1.48 -0.44 12.18 ---
State Street Small/Mid Cap Equity Idx A SSMJX 1.05 19.87 1.37 -0.73 11.85 ---
State Street Small/Mid Cap Equity Idx K SSMKX 1.04 20.04 1.45 -0.39 12.17 ---
State Street Small/Mid Cap Equity Idx I SSMLX 1.05 19.94 1.45 -0.51 12.12 ---
Crossmark Steward Sm-Md Cp Enh Idx R6 SSMOX 0.46 13.19 -2.93 -9.91 --- ---
State Street Instl Small-Cap Equity Svc SSQSX 0.00 16.37 -0.88 -5.96 10.09 7.41
SSgA Dynamic Small Cap A SSSDX 0.26 10.15 -2.99 -10.93 6.32 5.72
AMG SouthernSun Small Cap N SSSFX -1.41 18.93 -4.03 -10.32 3.98 -1.72
AMG SouthernSun Small Cap I SSSIX -1.38 19.11 -4.00 -10.11 4.25 -1.48
SSgA Dynamic Small Cap I SSSJX 0.28 10.34 -2.92 -10.63 6.63 6.01
SSgA Dynamic Small Cap K SSSKX 0.30 10.34 -2.91 -10.63 6.68 6.12
Columbia Select Small Cap Value Inst2 SSVIX -0.10 14.71 -2.64 -6.03 7.13 4.50
Columbia Select Small Cap Value R SSVRX -0.19 14.33 -2.76 -6.63 6.51 3.86
Virtus Ceredex Small-Cap Value Eq C STCEX 1.22 12.42 -3.14 -8.07 5.24 5.18
SEI Tax-Managed Small/Mid Cap Y(SIMT) STMPX 1.20 15.99 1.53 -6.48 8.57 ---
SEI Tax-Managed Small/Mid Cap F (SIMT) STMSX 1.14 15.82 1.48 -6.70 8.33 5.83
Sterling Capital Stratton SmCp Val Instl STSCX 0.29 13.70 -0.91 -5.76 8.17 5.32
Sterling Capital Stratton SmCp Val A STSNX 0.26 13.53 -0.96 -6.01 7.90 ---
Sterling Capital Stratton SmCp Val C STSOX 0.20 13.08 -1.15 -6.71 7.10 ---
BNY Mellon Sm Cp Val I STSVX 1.31 13.47 -1.81 -5.91 9.49 6.81
Columbia Select Small Cap Value C SVMCX -0.17 14.02 -2.84 -7.08 5.97 3.35
SSgA Dynamic Small Cap N SVSCX 0.25 10.18 -2.97 -10.87 6.41 5.86
Schwab Small-Cap Equity SWSCX -0.06 12.95 -2.91 -10.20 8.32 6.03
Schwab Small Cap Index SWSSX -0.35 15.69 -0.77 -7.67 10.38 7.61
DWS Small Cap Core A SZCAX 0.15 11.06 -4.54 -15.07 6.07 5.70
DWS Small Cap Core C SZCCX 0.09 10.63 -4.69 -15.71 5.27 4.90
DWS Small Cap Core Inst SZCIX 0.18 11.25 -4.47 -14.84 6.35 ---
DWS Small Cap Core R6 SZCRX 0.18 11.24 -4.47 -14.82 6.37 ---
DWS Small Cap Core T SZCTX 0.11 11.03 -4.54 -15.08 --- ---
RBC Enterprise A TETAX 0.63 16.92 -2.24 -12.29 6.95 2.91
RBC Enterprise I TETIX 0.60 16.98 -2.23 -12.12 7.18 3.16
THB Asset Management MicroCap Ins THBIX -0.89 5.95 -2.55 -12.95 11.13 6.00
THB Asset Management MicroCap Inv THBVX -0.92 5.73 -2.64 -13.30 10.66 5.51
TIAA-CREF Small-Cap Blend Idx Inst TISBX -0.35 15.64 -0.79 -7.62 10.48 7.77
Toreador Explorer Investor TMRLX 0.96 12.26 -2.14 -10.71 8.96 ---
Toreador Explorer Institutional TMRZX 1.04 12.71 -1.94 -10.27 9.30 ---
1290 GAMCO Small/Mid Cap Value A TNVAX -1.35 12.25 -6.32 -5.95 8.15 ---
1290 GAMCO Small/Mid Cap Value T TNVCX -1.34 12.43 -6.24 -5.68 8.45 ---
1290 GAMCO Small/Mid Cap Value I TNVIX -1.27 12.43 -6.24 -5.68 8.45 ---
1290 GAMCO Small/Mid Cap Value R TNVRX -1.35 12.13 -6.42 -6.17 7.90 ---
Timothy Plan Small Cap Value A TPLNX -1.36 18.30 -0.53 -7.02 9.04 6.60
Timothy Plan Small Cap Value I TPVIX -1.33 18.44 -0.47 -6.77 9.31 6.87
TIAA-CREF Small-Cap Blend Idx Retire TRBIX -0.39 15.51 -0.88 -7.89 10.19 7.49
Crossmark Steward Sm-Md Cp Enh Idx A TRDFX 0.37 12.40 -3.18 -9.69 7.67 6.35
TIAA-CREF Small-Cap Blend Idx Advisor TRHBX -0.35 15.59 -0.79 -7.75 10.34 ---
Touchstone Small Cap A TSFAX 2.10 19.31 0.91 -1.60 4.49 3.01
Touchstone Small Cap C TSFCX 2.08 18.88 0.71 -2.31 3.74 2.25
Touchstone Small Cap Institutional TSFIX 2.15 19.52 0.98 -1.23 4.85 3.36
Touchstone Small Cap Y TSFYX 2.14 19.56 0.98 -1.36 4.77 3.28
TIAA-CREF Quant Sm/Md-Cp Eq Retail TSMEX 0.42 21.14 1.77 1.01 --- ---
TIAA-CREF Quant Sm/Md-Cp Eq Premier TSMMX 0.50 21.28 1.93 1.29 --- ---
TIAA-CREF Quant Sm/Md-Cp Eq Advisor TSMNX 0.50 21.34 1.93 1.44 --- ---
TIAA-CREF Quant Sm/Md-Cp Eq Retirement TSMOX 0.33 21.12 1.77 1.06 --- ---
TIAA-CREF Quant Sm/Md-Cp Eq W TSMUX 0.41 21.68 2.01 --- --- ---
TIAA-CREF Quant Sm/Md-Cp Eq Instl TSMWX 0.41 21.38 1.84 1.37 --- ---
Timothy Plan Small Cap Value C TSVCX -1.38 17.84 -0.70 -7.72 8.24 5.81
USAA Small Cap Stock Institutional UISCX 0.60 18.14 0.85 -4.70 9.63 6.69
USAA Small Cap Stock USCAX 0.61 18.03 0.79 -4.81 9.51 6.55
VALIC Company I Small Cap Index VCSLX -0.45 15.48 -0.90 -7.96 10.08 7.39
Vanguard Explorer Value Inv VEVFX 0.56 16.35 -0.79 -6.15 8.46 6.02
Private Capital Management Value A VFPAX 2.16 13.00 -4.49 -10.04 8.92 4.96
Private Capital Management Value I VFPIX 2.18 13.13 -4.40 -9.83 9.19 5.21
VY® JPMorgan Small Cap Core Equity R6 VPRSX 0.98 17.85 0.52 -4.41 11.44 ---
Voya Small Company P3 VPSCX 0.85 17.66 0.14 -6.63 --- ---
Voya Russell Small Cap Index P2 VRSPX -0.37 15.66 -0.82 -7.73 --- ---
Vanguard Russell 2000 Index I VRTIX -0.39 15.67 -0.79 -7.65 10.43 7.66
Vanguard Small Cap Index I VSCIX 0.78 19.52 0.78 -1.18 11.08 8.22
Natixis Vaughan Nelson Small Cap Value N VSCNX 1.24 18.97 0.19 -2.93 --- ---
Vanguard Small Cap Index InstlPlus VSCPX 0.78 19.52 0.78 -1.17 11.09 8.23
JPMorgan Small Cap Equity A VSEAX 1.51 20.15 2.40 -0.01 11.34 9.60
JPMorgan Small Cap Equity I VSEIX 1.52 20.30 2.47 0.23 11.64 9.91
JPMorgan Small Cap Equity R6 VSENX 1.56 20.48 2.55 0.50 11.93 ---
Vanguard Small Cap Index Adm VSMAX 0.77 19.50 0.77 -1.19 11.07 8.21
Voya Small Company R VSMRX 0.81 17.27 0.00 -7.22 --- ---
Vanguard S&P Small-Cap 600 Index I VSMSX 0.37 12.18 -1.96 -9.89 10.03 8.72
Voya Small Company Port R6 VSPRX 0.83 17.09 -0.10 -7.33 7.65 ---
JPMorgan Small Cap Core A VSSBX 0.28 14.90 -1.77 -9.40 10.18 ---
JPMorgan Small Cap Core R5 VSSCX 0.32 15.17 -1.66 -8.99 10.67 7.18
JPMorgan Small Cap Core R6 VSSLX 0.34 15.22 -1.64 -8.94 10.73 ---
JPMorgan Small Cap Core C VSSRX 0.25 14.58 -1.89 -9.85 9.63 ---
JPMorgan Small Cap Core I VSSWX 0.32 15.07 -1.70 -9.17 --- ---
Vanguard Strategic Small-Cap Equity Inv VSTCX 0.03 11.65 -2.57 -12.09 7.14 5.69
Vanguard Tax-Managed Small Cap Adm VTMSX 0.52 12.63 -1.73 -9.54 9.98 8.69
Vanguard Tax-Managed Small Cap I VTSIX 0.51 12.64 -1.72 -9.52 10.01 8.72
Virtus Ceredex Small-Cap Value Eq R6 VVERX 1.42 --- -2.82 --- --- ---
Vulcan Value Partners Small Cap VVPSX 0.18 20.01 -1.50 1.25 9.13 5.88
Vericimetry US Small Cap Value VYSVX 1.03 10.61 -4.22 -14.13 5.32 3.56
Walden Small Cap WASOX 0.98 18.97 1.48 2.28 11.37 8.84
William Blair Small Cap Value N WBVDX -0.52 14.49 -1.88 -7.25 5.69 5.11
TETON Westwood Mighty Mites I WEIMX -0.38 9.20 -2.32 -8.89 7.06 5.12
TETON Westwood Mighty Mites AAA WEMMX -0.43 9.05 -2.42 -9.14 6.79 4.85
TETON Westwood SmallCap Equity AAA WESCX 0.17 15.87 -4.30 -7.52 11.21 7.49
Wells Fargo Factor Enhanced Small Cp WFESX -0.09 13.28 -1.68 -8.06 --- ---
Wells Fargo Intrinsic Small Cap Val Adm WFSDX 0.32 17.34 -1.19 -7.77 7.81 5.39
Wells Fargo Intrinsic Small Cap Val A WFSMX 0.29 17.24 -1.22 -7.89 7.67 5.23
Wells Fargo Intrinsic Small Cap Val Inst WFSSX 0.35 17.48 -1.15 -7.56 8.04 5.60
Wells Fargo Small Cap Value Inst WFSVX -0.77 13.67 -2.82 -11.88 5.80 3.88
Westwood SmallCap Institutional WHGSX -1.34 17.50 -0.79 -6.65 10.15 7.62
Wasatch Small Cap Value Institutional WICVX -0.13 16.42 0.78 -2.91 12.82 8.79
Wasatch Small Cap Value WMCVX -0.13 16.21 0.79 -3.17 12.61 8.63
TETON Westwood Mighty Mites A WMMAX -0.45 8.90 -2.44 -9.37 6.52 4.59
TETON Westwood Mighty Mites C WMMCX -0.47 8.63 -2.54 -9.80 6.01 4.07
WP Smaller Companies Income Plus Instl WPSMX -0.48 38.79 3.13 -1.83 10.42 ---
Wells Fargo Intrinsic Small Cap Val C WSCDX 0.25 16.76 -1.42 -8.59 6.86 4.44
William Blair Small-Mid Cap Value I WSMIX -0.09 16.03 -0.93 -5.08 6.12 5.64
Wilshire Small Company Value Instl WSMVX -0.05 12.79 -2.38 -11.98 6.13 5.61
Wellington Shields Small-Cap Instl WSSSX 1.75 10.75 -1.48 -8.97 2.26 -0.17
Segall Bryant & Hamill Micro Cap Retail WTMIX 0.69 9.06 -2.11 -14.10 6.51 4.63
WV Concentrated Equities A WVCAX 1.67 12.04 -4.17 -2.54 --- ---
WV Concentrated Equities I WVCIX 1.68 12.21 -4.14 -2.29 --- ---
TETON Westwood SmallCap Equity A WWSAX 0.12 15.69 -4.43 -7.81 10.91 7.22
TETON Westwood SmallCap Equity C WWSCX 0.07 15.37 -4.53 -8.25 10.36 6.68
TETON Westwood SmallCap Equity I WWSIX 0.16 16.00 -4.28 -7.36 11.48 7.75
Yorktown Small-Cap A YOVAX 0.50 18.32 2.93 -3.48 10.05 ---
Yorktown Small-Cap Institutional YOVIX 0.50 18.52 3.00 -3.23 10.28 ---
Yorktown Small-Cap L YOVLX 0.34 17.76 2.64 -4.26 9.14 ---
Zacks Small-Cap Core Inv ZSCCX 0.44 13.60 -0.39 -8.58 9.54 7.59
Zacks Small-Cap Core Institutional ZSCIX 0.47 13.79 -0.35 -8.35 9.81 7.89
Content Partners