Small Blend: Total Returns

Data through 8/21/2019. 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 -2.57 11.70 -1.99 -11.22 6.66 5.37
Ancora/Thelen Small-Mid Cap I AATIX -3.93 10.56 -4.65 -10.92 6.84 4.69
Ancora/Thelen Small-Mid Cap S AATSX -3.91 10.81 -4.55 -10.69 7.16 ---
American Century NT Small Company G ACLOX -2.75 10.04 -1.89 -14.86 5.35 3.97
American Century Adaptive Small Cap R ACMEX -3.42 5.15 -5.42 -16.45 1.89 3.18
American Century Adaptive Small Cap Adv ACMFX -3.37 5.34 -5.34 -16.23 2.15 3.45
American Century Adaptive Small Cap I ACMHX -3.30 5.70 -5.17 -15.77 2.63 3.92
American Century Adaptive Small Cap R6 ACMMX -3.31 5.76 -5.16 -15.68 --- ---
American Century Adaptive Small Cap Inv ACMNX -3.33 5.55 -5.28 -15.95 2.42 3.71
Argent Small Cap Institutional ACMSX -3.71 14.77 -2.88 --- --- ---
American Century Adaptive Small Cap R5 ACMUX -3.30 5.70 -5.23 -15.81 --- ---
AMG Managers Silvercrest Small Cap I ACRTX -3.65 9.63 -2.97 -12.84 4.36 5.59
AMG Managers Silvercrest Small Cap Z ACZTX -3.72 9.64 -2.97 -12.79 --- ---
Voya Small Company A AESAX -3.29 12.97 -1.54 -11.38 5.13 5.79
Voya Small Company I AESGX -3.35 13.12 -1.46 -11.06 5.43 6.12
Acuitas US Microcap Institutional AFMCX -1.72 7.51 -4.23 -14.96 5.44 6.26
Alambic Small Cap Plus ALGSX -3.90 2.52 -3.10 -18.39 4.55 ---
AlphaOne Small Cap Opportunities Inv AOMAX -5.64 8.62 -4.44 -17.57 4.68 6.14
AlphaOne Small Cap Opportunities Instl AOMCX -5.72 8.69 -4.39 -17.40 4.93 6.35
AMG River Road Small-Mid Cap Value I ARIMX -2.43 17.96 -0.78 0.21 12.51 9.35
AMG River Road Small Cap Value I ARSIX -2.15 17.16 -1.31 -0.29 11.53 9.12
AMG River Road Small-Mid Cap Value N ARSMX -2.49 17.75 -0.93 -0.19 12.24 9.07
Nuveen Small Cap Select I ARSTX -2.63 16.26 -0.89 -8.58 7.55 7.71
AMG River Road Small Cap Value N ARSVX -2.19 16.95 -1.34 -0.53 11.28 8.86
AMG River Road Small-Mid Cap Value Z ARSZX -2.43 18.14 -0.78 0.33 --- ---
AMG River Road Small Cap Value Z ARZMX -2.15 17.26 -1.24 -0.23 --- ---
Voya Small Company C ASCCX -3.41 12.31 -1.73 -12.17 4.31 4.98
AllianzGI Small-Cap R6 ASCFX -1.70 16.73 1.44 --- --- ---
American Century Small Company I ASCQX -2.64 9.76 -1.75 -15.12 4.95 3.64
American Century Small Company R ASCRX -2.80 9.28 -2.02 -15.75 4.20 2.91
AMG Managers Silvercrest Small Cap N ASCTX -3.70 9.44 -3.01 -13.01 4.12 5.33
Nuveen Small Cap Select R6 ASEFX -2.52 16.34 -0.89 -8.41 --- ---
Nuveen Small Cap Select R3 ASEIX -2.56 15.98 -0.92 -8.89 7.08 7.21
361 US Small Cap Equity Inv ASFQX -1.51 11.15 -0.38 -15.41 --- ---
361 US Small Cap Equity Y ASFWX -1.40 11.53 -0.19 -15.03 --- ---
361 US Small Cap Equity I ASFZX -1.50 11.31 -0.28 -15.18 --- ---
American Century Small Company A ASQAX -2.73 9.39 -1.97 -15.58 4.46 3.15
American Century Small Company C ASQCX -2.80 8.86 -2.07 -16.16 3.68 2.38
American Century Small Company R5 ASQGX -2.63 9.75 -1.75 -15.11 --- ---
American Century Small Company Inv ASQIX -2.73 9.56 -1.83 -15.33 4.73 3.41
Invesco Select Companies A ATIAX -5.79 11.38 -2.70 -7.94 8.64 3.93
Invesco Select Companies C ATICX -5.89 10.84 -2.86 -8.65 7.79 3.14
Invesco Select Companies R5 ATIIX -5.79 11.66 -2.65 -7.64 9.00 4.28
Invesco Select Companies R ATIRX -5.84 11.21 -2.74 -8.16 8.36 3.67
Invesco Select Companies R6 ATISX -5.78 11.70 -2.59 -7.53 --- ---
Invesco Select Companies Y ATIYX -5.82 11.56 -2.67 -7.76 8.88 4.19
Auer Growth AUERX -4.19 8.14 -6.88 -21.57 5.03 -4.35
AllianzGI Small-Cap A AZBAX -1.78 16.42 1.31 -6.58 11.50 8.13
AllianzGI Small-Cap C AZBCX -1.76 15.90 1.21 -7.29 10.69 7.33
AllianzGI Small-Cap Institutional AZBIX -1.75 16.67 1.39 -6.25 11.90 8.51
AllianzGI Small-Cap P AZBPX -1.71 16.66 1.40 -6.32 11.81 8.41
American Beacon Zebra Small Cap Eq A AZSAX -2.40 9.29 -3.59 -12.00 7.61 6.45
American Beacon Zebra Small Cap Eq C AZSCX -2.47 8.68 -3.80 -12.71 6.79 5.64
American Beacon Zebra Small Cap Eq Inst AZSIX -2.31 9.59 -3.49 -11.65 8.05 6.88
American Beacon Zebra Small Cap Eq Inv AZSPX -2.34 9.31 -3.60 -12.00 7.63 6.47
American Beacon Zebra Small Cap Eq Y AZSYX -2.36 9.43 -3.53 -11.78 7.92 6.77
Brown Advisory Sm-Cp Fundamental Val Adv BAUAX -2.00 11.65 -3.02 -11.27 6.72 5.26
Brown Advisory Small-Cap Fdmtl Val Instl BAUUX -1.98 11.93 -2.93 -10.92 7.15 5.68
BMO Small-Cap Core A BCCAX -2.05 9.47 -1.55 -15.93 5.66 5.84
iShares Russell 2000 Small-Cap Idx K BDBKX -2.30 13.01 -1.90 -10.76 8.39 6.95
iShares Russell 2000 Small-Cap Idx Inv P BDBPX -2.37 12.77 -1.96 -11.06 --- ---
BlackRock Advantage Small Cap Core Inv A BDSAX -1.50 16.96 0.28 -7.95 9.58 7.31
BlackRock Advantage Small Cap Core Inv C BDSCX -1.60 16.39 0.07 -8.67 8.78 6.51
BlackRock Advantage Small Cap Core Instl BDSIX -1.57 17.07 0.30 -7.76 9.85 7.58
BlackRock Advantage Small Cap Core K BDSKX -1.56 17.18 0.32 -7.72 9.91 ---
Brown Advisory Sm-Cp Fundamental Val Inv BIAUX -1.95 11.84 -2.97 -11.03 7.00 5.52
Baird Small/Mid Cap Value Institutional BMVIX -2.70 9.90 -2.12 -11.14 5.66 ---
Baird Small/Mid Cap Value Investor BMVSX -2.62 9.73 -2.13 -11.36 5.42 ---
Bogle Investment Mgmt Sm Cp Gr Instl BOGIX -1.02 14.94 1.08 -12.14 7.45 3.65
BNY Mellon Sm Cp Val C BOSCX -2.67 9.86 -2.27 -10.33 6.54 ---
Boston Trust Small Cap BOSOX 1.12 20.75 3.57 0.78 11.44 9.29
BNY Mellon Sm Cp Val Y BOSYX -2.53 10.69 -1.99 -9.25 7.83 ---
MFS Blended Research Small Cap Eq B BRSBX -4.18 11.31 -4.55 -10.37 8.20 ---
MFS Blended Research Small Cap Eq A BRSDX -4.11 11.85 -4.32 -9.65 9.04 ---
MFS Blended Research Small Cap Eq C BRSHX -4.18 11.31 -4.47 -10.27 8.22 ---
Bridgeway Ultra-Small Company Market BRSIX -3.37 3.82 -7.99 -22.30 3.64 2.63
MFS Blended Research Small Cap Eq I BRSJX -4.09 11.97 -4.30 -9.46 9.29 ---
MFS Blended Research Small Cap Eq 529A BRSNX -4.10 11.84 -4.32 -9.69 8.98 ---
MFS Blended Research Small Cap Eq R1 BRSPX -4.18 11.40 -4.47 -10.29 8.23 ---
MFS Blended Research Small Cap Eq 529B BRSQX -4.19 11.32 -4.55 -10.31 8.17 ---
MFS Blended Research Small Cap Eq R2 BRSSX -4.10 11.74 -4.39 -9.85 8.74 ---
MFS Blended Research Small Cap Eq R3 BRSTX -4.09 11.88 -4.30 -9.64 9.04 ---
MFS Blended Research Small Cap Eq R4 BRSUX -4.08 12.06 -4.30 -9.43 9.29 ---
MFS Blended Research Small Cap Eq 529C BRSWX -4.12 11.33 -4.48 -10.31 8.18 ---
MFS Blended Research Small Cap Eq R6 BRSYX -4.08 12.05 -4.22 -9.33 9.39 ---
BMO Small-Cap Core I BSCNX -2.12 9.67 -1.53 -15.72 5.93 6.10
Bernzott US Small Cap Value BSCVX -4.31 10.82 -1.99 -10.35 11.26 7.68
iShares Russell Small/Mid-Cap Idx Inv A BSMAX -2.31 16.11 -0.15 -5.91 8.87 ---
iShares Russell Small/Mid-Cap Idx Instl BSMIX -2.31 16.22 -0.08 -5.69 9.12 ---
iShares Russell Small/Mid-Cap Idx K BSMKX -2.31 16.25 -0.07 -5.64 9.17 ---
William Blair Small-Mid Cap Value N BSMNX -1.67 13.98 -1.58 -8.41 4.80 5.00
William Blair Small-Mid Cap Value R6 BSMRX -1.59 --- -1.50 --- --- ---
Baird SmallCap Value Institutional BSVIX -3.07 9.35 -2.43 -12.80 4.83 3.12
Baird SmallCap Value Investor BSVSX -3.07 9.28 -2.43 -12.98 4.59 2.88
Broadview Opportunity BVAOX -3.61 11.45 -4.54 -11.14 4.80 3.61
William Blair Small Cap Value I BVDIX -2.03 12.32 -2.30 -10.37 4.47 4.95
William Blair Small Cap Value R6 BVDRX -2.08 --- -2.30 --- --- ---
Calvert Small-Cap R6 CALRX -1.01 --- 3.47 --- --- ---
Cambiar Small Cap Inv CAMSX -1.58 16.02 0.32 -7.53 4.98 2.00
Cambiar Small Cap Instl CAMZX -1.53 16.23 0.38 -7.32 5.14 2.21
Cardinal Small Cap Value Institutional CCMSX -1.27 11.95 0.69 -11.75 6.11 5.99
Calvert Small-Cap A CCVAX -1.05 21.49 3.35 0.87 12.84 9.87
Crawford Dividend Opportunity C CDOCX -2.61 10.61 -1.36 -7.26 8.13 ---
Crawford Dividend Opportunity CDOFX -2.54 11.28 -1.13 -6.35 9.21 8.70
Columbia Disciplined Small Core Adv CFFRX -3.16 7.38 -4.28 -17.86 1.39 0.46
Convergence Opportunities Institutional CIPOX -0.81 8.06 3.39 -14.31 4.96 4.11
Columbia Disciplined Small Core Inst2 CLLRX -3.13 7.48 -4.23 -17.81 1.49 0.58
Columbia Disciplined Small Core Inst3 CPFRX -3.24 7.36 -4.32 -17.84 1.50 0.61
CRM Small Cap Value Instl CRISX -0.73 16.67 -1.22 -5.75 8.41 8.22
CRM Small Cap Value Inv CRMSX -0.78 16.50 -1.30 -5.98 8.17 7.97
Cove Street Capital Small Cap Val Instl CSCAX -6.20 10.33 -8.06 -7.08 2.20 3.26
Calvert Small-Cap C CSCCX -1.10 20.91 3.20 0.14 12.00 9.05
Columbia Select Small Cap Value Adv CSPRX -5.41 8.48 -5.45 -12.90 4.83 3.53
Columbia Small Cap Index Inst3 CSPYX -1.23 10.79 -0.91 -13.62 --- ---
Columbia Select Small Cap Value Inst3 CSSYX -5.38 8.55 -5.43 -12.77 4.98 ---
Columbia Select Small Cap Value Inst CSSZX -5.39 8.44 -5.49 -12.93 4.83 3.53
Calvert Small-Cap I CSVIX -1.01 21.71 3.47 1.20 13.27 10.32
Chartwell Small Cap Value CWSIX -1.35 11.04 -2.22 -11.36 6.25 5.55
Columbia Small Cap Index Inst2 CXXRX -1.22 10.80 -0.91 -13.60 8.74 8.07
Delaware Small Cap Core A DCCAX -2.46 14.36 -0.65 -10.78 8.96 7.61
Delaware Small Cap Core C DCCCX -2.49 13.85 -0.79 -11.41 8.16 6.82
Delaware Small Cap Core I DCCIX -2.44 14.61 -0.59 -10.55 9.23 7.88
Delaware Small Cap Core R DCCRX -2.46 14.23 -0.67 -10.99 8.69 7.35
Delaware Small Cap Core R6 DCZRX -2.40 14.70 -0.50 -10.42 9.38 ---
DFA US Micro Cap I DFSCX -2.84 7.63 -3.57 -16.12 6.82 5.88
DFA US Small Cap I DFSTX -3.58 9.15 -3.39 -14.46 5.90 5.56
DFA Tax-Managed US Small Cap DFTSX -3.41 9.56 -2.83 -13.91 6.44 5.80
DGHM MicroCap Value Institutional DGMIX -0.61 10.90 -0.17 -13.75 8.75 ---
DGHM MicroCap Value Investor DGMMX -0.61 10.68 -0.17 -14.04 8.39 ---
BNY Mellon Small Cap Stock Index I DISIX -1.27 10.71 -0.92 -13.64 --- ---
BNY Mellon Small Cap Stock Index Inv DISSX -1.27 10.53 -0.99 -13.84 8.35 7.79
MassMutual Premier Small Cap Opps A DLBMX -2.15 11.82 -1.84 -12.22 7.39 5.91
BNY Mellon Select Managers Sm Cp Val C DMECX -2.57 12.43 -1.70 -11.74 5.61 3.36
BNY Mellon Select Managers Sm Cp Val A DMVAX -2.55 12.98 -1.53 -11.10 6.39 4.11
BNY Mellon Select Managers Sm Cp Val I DMVIX -2.50 13.23 -1.45 -10.78 6.74 4.45
BNY Mellon Select Managers Sm Cp Val Y DMVYX -2.50 13.21 -1.45 -10.75 6.77 4.48
BNY Mellon Opportunistic Small Cap I DOPIX -2.79 9.48 -3.13 -18.35 --- ---
Davenport Small Cap Focus DSCPX -0.07 25.78 1.55 3.35 11.77 ---
BNY Mellon Opportunistic Small Cap Inv DSCVX -2.81 9.37 -3.15 -18.50 7.11 4.78
BNY Mellon Opportunistic Small Cap Y DSCYX -2.79 9.60 -3.08 -18.24 --- ---
Wilshire Small Company Value Invmt DTSVX -1.96 10.42 -2.72 -14.71 4.12 4.70
Emerald Small Cap Value A ELASX -5.35 10.40 -3.36 -16.73 4.88 ---
Emerald Small Cap Value C ELCSX -5.32 10.03 -3.52 -17.15 4.24 ---
Empiric 2500 A EMCAX -4.16 10.71 -1.47 -11.59 10.94 4.91
Empiric 2500 C EMCCX -4.23 10.18 -1.67 -12.26 10.10 4.11
Nuveen Small Cap Select A EMGRX -2.51 16.04 -0.94 -8.76 7.33 7.45
FAM Small Cap Institutional FAMDX 1.79 17.29 3.83 -3.26 7.28 ---
FAM Small Cap Investor FAMFX 1.80 17.16 3.78 -3.37 7.16 7.48
Fidelity® Event Driven Opportunities FARNX -6.06 -2.48 -6.58 -23.66 1.73 2.76
Fidelity Advisor® Event Driven Opps C FATJX -6.14 -3.93 -6.85 -25.42 -0.08 0.96
Fidelity Advisor® Stock Selector Sm Cp A FCDAX -1.54 18.21 1.27 -5.15 9.19 7.39
Fidelity Advisor® Stock Selector Sm Cp C FCDCX -1.61 17.55 1.02 -5.94 8.28 6.50
Fidelity Advisor® Stock Selector Sm Cp I FCDIX -1.54 18.41 1.32 -4.89 9.49 7.69
Fidelity Advisor® Stock Selector Sm Cp M FCDTX -1.59 17.97 1.18 -5.46 8.80 7.02
Fidelity Advisor® Event Driven Opps A FCHSX -6.00 -3.38 -6.62 -24.77 0.68 1.74
Fidelity® Small Cap Enhanced Index FCPEX -2.35 13.03 -0.33 -11.75 6.21 5.82
Fidelity® Flex Small Cap FCUTX -1.59 20.99 1.82 -2.30 --- ---
Fidelity® Stock Selector Small Cap FDSCX -1.50 18.42 1.33 -4.84 9.51 7.69
Federated Equity Advantage A FEKAX -7.14 5.41 -8.24 -15.64 0.79 ---
Federated Equity Advantage IS FEKIX -7.22 5.51 -8.21 -15.50 1.01 ---
Nuveen Small Cap Select C FHMCX -2.66 15.52 -0.99 -9.39 6.53 6.67
Fidelity Advisor® Event Driven Opps Z FIJVX -6.06 -3.27 -6.59 --- --- ---
First Investors Special Situations A FISSX -3.70 7.27 -4.01 -15.70 4.50 3.79
First Investors Special Situations Adv FISTX -3.76 7.35 -4.06 -15.56 4.79 4.08
First Investors Special Situations Instl FISUX -3.69 7.55 -3.91 -15.38 4.94 4.24
Fidelity® Series Small Cap Discovery FJACX -0.36 17.29 0.24 -2.48 7.36 5.96
Fidelity Advisor® Event Driven Opps M FJPDX -6.03 -3.58 -6.65 -24.98 0.44 1.47
Fidelity® Small Cap Stock K6 FKICX -1.60 19.92 0.67 -3.55 --- ---
Fidelity® Flex Small Cap Index FLXSX -2.29 13.03 -1.88 -10.81 --- ---
Fidelity Advisor® Event Driven Opps I FMRMX -5.97 -3.26 -6.49 -24.62 0.95 1.99
Tributary Small Company Instl Plus FOSBX -0.73 11.39 -2.13 -9.92 6.28 7.00
Tributary Small Company Instl FOSCX -0.74 11.25 -2.18 -10.10 6.05 6.77
Frontier Phocas Small Cap Value Instl FPSVX -2.81 11.18 -3.03 -15.10 3.84 3.57
Frontier Phocas Small Cap Value Service FPVSX -2.81 11.13 -3.10 -15.14 3.75 ---
Fidelity Advisor® Small Cap A FSCDX -1.71 20.15 1.04 -6.91 6.43 4.59
Fidelity Advisor® Small Cap C FSCEX -1.80 19.61 0.83 -7.65 5.61 3.80
Fidelity Advisor® Small Cap I FSCIX -1.69 20.39 1.09 -6.67 6.72 4.88
Fidelity® Small Cap Discovery FSCRX 0.00 15.60 0.34 -4.17 5.71 4.98
Fidelity Advisor® Small Cap M FSCTX -1.73 19.99 0.99 -7.11 6.19 4.36
Fidelity® Small Cap Stock FSLCX -1.58 19.73 0.78 -3.50 8.84 7.65
Fidelity® Series Small Cap Opps FSOPX -1.66 18.11 0.74 -4.64 9.87 7.62
Fidelity Advisor® Series Small Cap FSSFX -1.55 20.67 1.31 -5.83 7.46 5.18
Fidelity® Small Cap Index FSSNX -2.32 12.99 -1.92 -10.76 8.50 7.08
Fidelity Advisor® Stock Selector Sm Cp Z FSSZX -1.49 18.53 1.37 -4.70 --- ---
Fuller & Thaler Behavioral Sm-Cp Eq A FTHAX -3.65 12.86 -1.07 --- --- ---
Fuller & Thaler Behavioral Sm-Cp Eq R6 FTHFX -3.60 13.03 -1.02 -9.42 10.14 8.52
Fuller & Thaler Behavioral Sm-Cp Eq Inv FTHNX -3.65 12.76 -1.07 -9.78 9.80 8.18
Fuller & Thaler Behavioral Sm-Cp Eq Inst FTHSX -3.63 12.94 -1.02 -9.53 10.03 8.38
Fuller & Thaler Behvrl Mcr-Cp Eq Instl FTMSX -4.01 9.56 -5.70 --- --- ---
Fuller & Thaler Behavioral Sm-Cp Eq C FTYCX -3.70 12.34 -1.20 --- --- ---
Fidelity Advisor® Small Cap Z FZAOX -1.69 20.47 1.13 -6.53 6.87 5.03
Gabelli Small Cap Growth AAA GABSX -2.71 10.39 -1.94 -9.56 5.90 5.04
Gabelli Small Cap Growth I GACIX -2.68 10.57 -1.88 -9.33 6.17 5.30
Gabelli Small Cap Growth A GCASX -2.69 10.40 -1.92 -9.55 5.90 5.04
Gabelli Small Cap Growth C GCCSX -2.76 9.88 -2.11 -10.21 5.11 4.26
Goldman Sachs Small Cap Eq Insghts A GCSAX -2.42 12.74 -1.54 -11.07 8.31 7.56
Goldman Sachs Small Cap Eq Insghts C GCSCX -2.46 12.19 -1.72 -11.72 7.50 6.76
Goldman Sachs Small Cap Eq Insghts Instl GCSIX -2.39 13.01 -1.48 -10.73 8.72 7.98
Goldman Sachs Small Cap Eq Insghts Svc GCSSX -2.42 12.68 -1.57 -11.18 8.18 7.45
Goldman Sachs Small Cap Eq Insghts R6 GCSUX -2.39 13.01 -1.48 -10.71 8.74 ---
Goldman Sachs Small Cap Eq Insghts R GDSRX -2.44 12.58 -1.62 -11.29 8.03 7.29
Goldman Sachs Small Cap Eq Insghts Inv GDSTX -2.43 12.87 -1.51 -10.86 8.56 7.83
GuideMark® Small/Mid Cap Core Instl GISMX 0.00 0.00 0.00 0.00 --- ---
Great Lakes Small Cap Opportunity Inv GLSCX -4.75 11.70 -4.06 -5.85 7.51 4.47
Great Lakes Small Cap Opportunity Instl GLSIX -4.72 11.83 -4.04 -5.62 7.78 4.72
Goldman Sachs Small Cap Eq Insghts P GMAPX -2.39 13.01 -1.48 -10.71 --- ---
Nationwide Small Cap Index A GMRAX -2.38 12.51 -1.96 -11.31 7.77 6.37
Nationwide Small Cap Index C GMRCX -2.47 11.98 -2.25 -11.92 7.02 5.64
Nationwide Small Cap Index R6 GMRIX -2.31 12.90 -1.87 -10.97 8.22 6.82
GuideMark® Small/Mid Cap Core Service GMSMX -2.30 12.36 -1.16 -9.80 7.89 5.80
Nationwide Small Cap Index R GMSRX -2.32 12.32 -2.04 -11.57 7.52 6.17
Glenmede Quant US Small Cap Equity GQSCX -3.07 7.18 -4.66 -15.01 --- ---
GuideStone Funds Small Cap Equity Instl GSCYX -3.73 14.88 -2.16 -10.04 7.54 5.37
GuideStone Funds Small Cap Equity Inv GSCZX -3.74 14.68 -2.23 -10.28 7.27 5.12
Goldman Sachs Small Cap Value R GSQRX -3.09 10.79 -2.93 -10.99 5.53 4.95
Goldman Sachs Small Cap Value Inv GSQTX -3.03 11.14 -2.81 -10.54 6.06 5.47
Goldman Sachs Small Cap Value C GSSCX -3.13 10.43 -3.04 -11.43 5.00 4.42
Goldman Sachs Small Cap Value Instl GSSIX -3.04 11.22 -2.76 -10.42 6.21 5.62
Goldman Sachs Small Cap Value A GSSMX -3.05 10.96 -2.85 -10.77 5.79 5.21
Goldman Sachs Small Cap Value Svc GSSSX -3.08 10.88 -2.89 -10.87 5.68 5.10
Goldman Sachs Small Cap Value R6 GSSUX -3.02 11.25 -2.76 -10.41 6.22 ---
Goldman Sachs Small Cap Value P GSYPX -3.02 11.25 -2.76 -10.41 --- ---
Glenmede Small Cap Equity Adv GTCSX -3.21 8.64 -4.92 -15.99 4.82 4.47
Glenmede Small Cap Equity Instl GTSCX -3.19 8.79 -4.88 -15.82 5.03 4.68
Harbor Small Cap Value Instl HASCX -2.77 15.03 -0.41 -9.33 8.88 8.01
Hodges Small Cap Retail HDPSX -7.44 9.72 -7.74 -15.94 3.52 0.92
Hodges Small Cap Institutional HDSIX -7.41 9.91 -7.70 -15.73 3.78 1.21
Hodges Small Intrinsic Value Retail HDSVX -2.61 9.97 -2.88 -20.31 1.50 2.15
Hennessy Cornerstone Growth Investor HFCGX -2.82 9.23 0.58 -16.61 1.45 2.72
Hancock Horizon Burkenroad Sm Cp Inv HHBUX -2.50 7.85 -3.98 -17.60 3.67 2.98
Hancock Horizon Burkenroad Sm Cp Instl HIBUX -2.47 7.97 -3.92 -17.47 3.86 ---
Hennessy Cornerstone Growth Inst HICGX -2.78 9.44 0.67 -16.31 1.79 3.03
Harbor Small Cap Value Investor HISVX -2.79 14.76 -0.49 -9.65 8.49 7.61
Hancock Horizon Microcap Inv HMIAX -2.71 6.41 -3.38 -20.78 0.91 ---
Hancock Horizon Microcap Instl HMIIX -2.69 6.58 -3.36 -20.59 1.16 ---
Harbor Small Cap Value Retirement HNVRX -2.74 15.11 -0.38 -9.24 8.97 ---
Hartford Schroders US Small Cap Opps C HOOCX -1.48 17.08 1.98 -4.00 --- ---
Hartford Schroders US Small Cap Opps F HOOFX -1.41 17.91 2.25 -2.90 --- ---
Hartford Schroders US Small Cap Opps R3 HOORX -1.46 17.42 2.07 -3.52 --- ---
Hartford Schroders US Small Cap Opps R4 HOOSX -1.45 17.70 2.17 -3.14 --- ---
Hartford Schroders US Small Cap Opps R5 HOOTX -1.45 17.83 2.21 -3.01 --- ---
Hartford Schroders US Small Cap Opps Y HOOYX -1.44 17.87 2.21 -2.94 --- ---
Hancock Horizon US Small Cap Inv HSCAX -2.73 7.12 -1.62 -19.06 -2.35 1.09
Hancock Horizon US Small Cap Instl HSCIX -2.71 7.22 -1.61 -18.94 -2.13 1.33
Homestead Small Company Stock HSCSX -5.30 11.31 -4.90 -17.59 0.87 2.10
Harbor Small Cap Value Admin HSVRX -2.79 14.89 -0.44 -9.54 8.62 7.74
Highland Small-Cap Equity A HSZAX -5.51 12.01 -6.87 -9.10 7.59 7.61
Highland Small-Cap Equity C HSZCX -5.63 11.39 -7.00 -9.78 6.80 6.82
Highland Small-Cap Equity Y HSZYX -5.54 12.14 -6.82 -8.95 7.83 7.85
Hancock Horizon Burkenroad Sm Cp D HYBUX -2.52 7.66 -4.05 -17.42 3.63 2.85
Voya Small Company Port A IASCX -3.31 12.85 -1.52 -11.23 5.15 5.98
ICM Small Company ICSCX -3.73 11.94 -3.59 -13.70 8.02 7.21
Voya Russell Small Cap Index Port I IIRSX -2.42 12.72 -2.05 -11.16 8.02 6.62
VY® JPMorgan Small Cap Core Equity A IJSAX -2.83 14.12 -0.66 -9.04 8.78 7.56
VY® JPMorgan Small Cap Core Equity I IJSIX -2.74 14.61 -0.48 -8.48 9.45 8.20
VY® JPMorgan Small Cap Core Equity S IJSSX -2.78 14.39 -0.55 -8.74 9.17 7.93
VY® JPMorgan Small Cap Core Equity S2 IJSTX -2.82 14.25 -0.61 -8.89 8.99 7.76
Voya Index Plus SmallCap Port I IPSIX -2.41 8.27 -2.47 -16.57 5.49 6.14
Voya Index Plus SmallCap Port S IPSSX -2.45 8.09 -2.60 -16.79 5.21 5.87
Voya Russell Small Cap Index Port S2 IRCIX -2.42 12.45 -2.11 -11.47 7.59 6.20
Voya Russell Small Cap Index Port A IRSIX -2.36 12.42 -2.13 -11.58 7.51 6.10
Voya Russell Small Cap Index Port S IRSSX -2.37 12.50 -2.07 -11.35 7.74 6.36
Ivy ProShares Russell 2000 DivGrwrsIdx A IRUAX -1.57 8.30 -1.79 -1.74 --- ---
Ivy ProShares Russell 2000 DivGrwrsIdx E IRUEX -1.56 8.38 -1.67 -1.59 --- ---
Ivy ProShares Russell 2000 DivGrwrsIdx I IRUIX -1.56 8.42 -1.73 -1.50 --- ---
Ivy ProShares Russell 2000 DivGrwrsIdx N IRUNX -1.56 8.42 -1.73 -1.50 --- ---
Ivy ProShares Russell 2000 DivGrwrsIdx R IRURX -1.66 7.94 -1.92 -2.24 --- ---
Voya Small Company O ISCOX -3.29 12.99 -1.54 -11.33 5.11 5.78
Voya Small Company W ISMWX -3.29 13.15 -1.46 -11.08 5.39 6.07
Voya Small Company R6 ISMZX -3.28 13.19 -1.45 -10.98 5.54 6.21
Ivy Small Cap Core N ISPVX -1.57 20.56 1.83 -5.81 10.13 8.85
Voya Small Company Port I IVCSX -3.35 13.18 -1.42 -10.78 5.67 6.51
Voya Small Company Port S IVPSX -3.33 13.02 -1.46 -11.00 5.41 6.24
Ivy Small Cap Core I IVVIX -1.53 20.52 1.85 -5.78 10.02 8.72
Ivy Small Cap Core T IYCTX -1.56 20.41 1.78 -6.02 --- ---
Ivy Small Cap Core A IYSAX -1.61 20.12 1.67 -6.28 9.56 8.25
Ivy Small Cap Core B IYSBX -1.77 19.41 1.39 -7.12 8.54 7.25
Ivy Small Cap Core C IYSCX -1.71 19.58 1.49 -6.94 8.82 7.52
Ivy Small Cap Core R IYSMX -1.68 19.95 1.62 -6.56 9.30 8.03
Ivy Small Cap Core Y IYSYX -1.58 20.22 1.69 -6.20 9.68 8.40
JHancock New Opportunities A JASOX -3.85 13.61 -2.87 -12.50 6.94 ---
JHancock New Opportunities C JBSOX -3.90 13.09 -3.05 -13.11 6.20 ---
JHancock Small Cap Core A JCCAX -3.20 14.29 -2.86 -9.21 --- ---
JHancock Small Cap Core I JCCIX -3.28 14.42 -2.86 -9.02 6.02 6.25
JPMorgan Small Cap Core R3 JGAUX -3.61 10.72 -2.67 -13.78 --- ---
JPMorgan Small Cap Core R4 JGREX -3.60 10.92 -2.62 -13.56 --- ---
JHancock New Opportunities I JHSOX -3.85 13.81 -2.82 -12.23 7.28 ---
JHancock New Opportunities 1 JISOX -3.82 13.85 -2.80 -12.17 7.35 5.11
JHFunds2 Small Company Value 1 JISVX -1.87 14.12 -1.45 -9.27 8.11 6.96
JPMorgan Market Expansion Enh Idx R2 JMEZX -2.81 10.81 -1.48 -11.86 6.03 6.05
JHancock Small Cap Core R6 JORSX -3.28 14.52 -2.86 -8.97 --- ---
JPMorgan Small Cap Core R2 JRJUX -3.64 10.55 -2.73 -13.99 --- ---
JHancock New Opportunities R1 JRSOX -3.88 13.32 -2.97 -12.80 6.68 ---
JHancock Small Cap Value A JSCAX -2.34 11.25 -2.34 -11.33 3.73 5.09
JHancock Small Cap Value I JSCBX -2.29 11.53 -2.24 -11.05 4.03 5.42
JHancock Small Cap Value R6 JSCCX -2.29 11.59 -2.19 -10.92 4.16 5.54
JHancock Small Cap Value NAV JSCNX -2.29 11.60 -2.19 -10.91 4.16 5.54
JPMorgan US Small Company I JSCSX -1.79 8.45 -2.15 -14.29 4.81 4.99
JPMorgan US Small Company R2 JSCZX -1.82 8.08 -2.33 -14.72 4.28 4.44
JPMorgan Small Cap Equity C JSECX -2.20 17.19 0.94 -4.49 8.96 8.56
JPMorgan Small Cap Equity R3 JSEPX -2.16 17.56 1.08 -3.99 --- ---
JPMorgan Small Cap Equity R4 JSEQX -2.14 17.74 1.13 -3.77 --- ---
JPMorgan Small Cap Equity R5 JSERX -2.13 17.89 1.18 -3.58 10.00 9.63
JPMorgan Small Cap Equity R2 JSEZX -2.18 17.37 1.01 -4.25 9.22 8.83
JHancock New Opportunities R2 JSSOX -3.85 13.65 -2.86 -12.41 7.05 ---
JHancock New Opportunities R3 JTSOX -3.87 13.43 -2.92 -12.67 6.79 ---
JPMorgan US Small Company A JTUAX -1.84 8.25 -2.27 -14.51 4.54 4.72
JPMorgan US Small Company C JTUCX -1.88 7.91 -2.41 -14.95 3.99 4.19
JPMorgan US Small Company R6 JUSMX -1.79 8.59 -2.15 -14.10 5.07 5.26
JHancock New Opportunities R4 JUSOX -3.81 13.81 -2.82 -12.25 7.21 ---
JPMorgan US Small Company R3 JUSPX -1.79 8.30 -2.22 -14.48 --- ---
JPMorgan US Small Company R4 JUSQX -1.80 8.49 -2.16 -14.30 --- ---
JPMorgan US Small Company L JUSSX -1.79 8.60 -2.09 -14.13 4.99 5.16
JPMorgan US Small Company R5 JUSYX -1.79 8.55 -2.16 -14.15 --- ---
JHancock New Opportunities R5 JVSOX -3.80 13.89 -2.77 -12.13 7.38 ---
JHancock New Opportunities R6 JWSOX -3.85 13.86 -2.82 -12.16 7.37 ---
Catholic Investor Small Cap I KCSIX -3.68 14.49 -1.63 -11.05 7.36 ---
Catholic Investor Small Cap S KCSSX -3.69 14.40 -1.64 -11.14 7.22 ---
Catholic Investor Small Cap Investor KCSVX -3.71 14.33 -1.65 -11.27 7.08 ---
KP Small Cap Equity Institutional KPSCX -2.55 15.18 -0.83 -7.89 10.37 7.29
ClearBridge Small Cap A2 LBRTX -3.59 14.03 -3.99 -6.50 8.81 7.84
ClearBridge Small Cap FI LGASX -3.59 14.07 -3.99 -6.41 8.87 7.88
QS US Small Capitalization Equity FI LGSCX -3.79 7.91 -4.67 -17.12 3.31 3.71
ClearBridge Small Cap IS LISGX -3.56 14.41 -3.89 -6.01 --- ---
ClearBridge Small Cap R LMARX -3.62 13.91 -4.05 -6.66 8.70 7.67
ClearBridge Small Cap C LMASX -3.65 13.63 -4.12 -7.01 8.21 7.22
QS US Small Capitalization Equity A LMBAX -3.77 7.90 -4.61 -17.05 3.34 3.76
QS US Small Capitalization Equity C LMBCX -3.93 7.32 -4.84 -17.71 2.57 2.98
QS US Small Capitalization Equity IS LMBMX -3.86 8.12 -4.62 -16.75 3.75 4.18
ClearBridge Small Cap I LMNSX -3.56 14.33 -3.91 -6.10 9.26 8.28
ClearBridge Small Cap A LMSAX -3.58 14.16 -3.97 -6.34 9.00 8.04
QS US Small Capitalization Equity I LMSIX -3.85 8.01 -4.67 -16.92 3.59 4.06
Lord Abbett Small Cap Value A LRSCX -3.69 8.07 -3.57 -14.56 3.40 4.18
Lord Abbett Small Cap Value F LRSFX -3.65 8.20 -3.54 -14.45 3.56 4.33
Lord Abbett Small Cap Value F3 LRSOX -3.66 8.29 -3.48 -14.27 --- ---
Lord Abbett Small Cap Value P LRSPX -3.74 7.89 -3.62 -14.76 3.18 3.97
Lord Abbett Small Cap Value R2 LRSQX -3.67 7.85 -3.67 -14.87 3.04 3.82
Lord Abbett Small Cap Value R3 LRSRX -3.72 7.92 -3.66 -14.78 3.16 3.94
Lord Abbett Small Cap Value R4 LRSSX -3.68 8.07 -3.57 -14.55 3.40 ---
Lord Abbett Small Cap Value R5 LRSTX -3.68 8.22 -3.54 -14.36 3.66 ---
Lord Abbett Small Cap Value R6 LRSVX -3.62 8.29 -3.48 -14.26 3.75 ---
Lord Abbett Small Cap Value I LRSYX -3.69 8.23 -3.55 -14.37 3.65 4.43
Loomis Sayles Small Cap Value N LSCNX -2.51 15.65 -0.81 -8.95 6.06 5.94
Loomis Sayles Small Cap Value Retail LSCRX -2.52 15.43 -0.87 -9.22 5.72 5.61
Columbia Disciplined Small Core A LSMAX -3.23 7.14 -4.38 -18.16 1.11 0.20
Columbia Disciplined Small Core C LSMCX -3.43 6.29 -4.52 -18.80 0.35 -0.57
Lord Abbett Small Cap Value C LSRCX -3.78 7.45 -3.78 -15.22 2.62 3.41
Emerald Small Cap Value Investor LSRIX -5.32 10.51 -3.34 -16.57 5.07 4.43
Emerald Small Cap Value Institutional LSRYX -5.23 10.64 -3.28 -16.35 5.26 4.62
Loomis Sayles Small Cap Value Instl LSSCX -2.51 15.57 -0.82 -9.02 5.98 5.87
Loomis Sayles Small Cap Value Admin LSVAX -2.54 15.21 -0.95 -9.46 5.45 5.34
QS US Small Capitalization Equity A2 LUSAX -3.84 7.73 -4.77 -17.28 3.10 3.51
SGI US Small Cap Equity A LVSMX 0.78 13.18 0.95 -10.15 7.50 ---
Lazard US Small-Mid Cap Equity Open LZCOX -2.30 18.34 0.94 -5.81 8.70 6.46
Lazard US Small-Mid Cap Equity Instl LZSCX -2.28 18.65 1.02 -5.49 9.03 6.78
iShares Russell 2000 Small-Cap Idx Instl MASKX -2.31 12.92 -1.91 -10.82 8.31 6.89
Madison Small Cap A MASVX -2.44 10.66 -2.44 -12.06 3.29 4.75
Mutual of America Instl Small Cap Value MAVSX -2.04 7.49 -3.64 -12.14 3.48 3.49
Madison Small Cap B MBSVX -2.59 10.00 -2.68 -12.77 2.51 3.97
MassMutual Premier Small Cap Opps R3 MCCRX -2.18 11.73 -1.87 -12.38 7.22 5.76
MM Russell 2000® Small Cap Index A MCJAX -2.44 12.44 -2.12 -11.46 7.59 6.22
MM Russell 2000® Small Cap Index R4 MCJFX -2.37 12.50 -2.05 -11.33 7.72 6.33
MM Russell 2000® Small Cap Index R5 MCJIX -2.33 12.88 -1.93 -10.99 8.16 6.76
MM Russell 2000® Small Cap Index Svc MCJSX -2.34 12.69 -2.03 -11.09 7.99 6.59
MM Russell 2000® Small Cap Index R3 MCJTX -2.38 12.36 -2.14 -11.52 7.47 6.07
MM Russell 2000® Small Cap Index Adm MCJYX -2.42 12.66 -2.02 -11.20 7.87 6.48
MM Russell 2000® Small Cap Index I MCJZX -2.32 12.97 -1.93 -10.87 8.30 6.87
iShares Russell 2000 Small-Cap Idx Inv A MDSKX -2.36 12.73 -1.96 -11.05 8.07 6.62
Morgan Dempsey Small/Micro Cap Value MITYX -4.99 -3.61 -7.40 -19.93 3.99 1.88
Victory Integrity Discovery A MMEAX -3.25 5.80 -4.84 -18.21 5.32 5.95
Victory Integrity Discovery C MMECX -3.37 5.26 -5.06 -18.86 4.48 5.12
Victory Integrity Discovery R MMERX -3.32 5.46 -4.95 -18.63 4.76 5.43
Victory Integrity Discovery Y MMEYX -3.23 6.01 -4.78 -17.99 5.57 6.21
MassMutual Select Small Cap Val Eq A MMQAX -2.95 10.15 -2.77 -14.01 4.87 4.84
MassMutual Select Small Cap Val Eq R4 MMQFX -2.97 10.23 -2.70 -13.91 4.97 4.94
MassMutual Select Small Cap Val Eq I MMQIX -2.91 10.56 -2.55 -13.51 5.46 5.43
MassMutual Select Small Cap Val Eq Adm MMQLX -2.91 10.34 -2.65 -13.76 5.16 5.12
MassMutual Select Small Cap Val Eq R5 MMQSX -2.90 10.54 -2.55 -13.57 5.36 5.32
MassMutual Select Small Cap Val Eq R3 MMQTX -2.99 10.06 -2.72 -14.14 4.72 4.70
MassMutual Select Small Cap Val Eq Svc MMQYX -2.89 10.37 -2.63 -13.71 5.24 5.22
Praxis Small Cap Index A MMSCX -0.97 9.81 -0.73 -14.54 4.88 3.07
Praxis Small Cap Index I MMSIX -0.99 10.21 -0.55 -14.03 5.57 3.72
Invesco Oppenheimer Main Strt Sm Cp R5 MNSQX -2.10 --- --- --- --- ---
MainStay MacKay Small Cap Core Inv MOINX -2.51 7.27 -2.59 -14.33 3.20 3.46
MassMutual Premier Small Cap Opps R4 MOORX -2.16 11.92 -1.86 -12.14 7.49 6.02
MainStay MacKay Small Cap Core A MOPAX -2.46 7.45 -2.50 -14.06 3.49 3.74
MainStay MacKay Small Cap Core C MOPCX -2.60 6.76 -2.79 -14.97 2.42 2.68
MainStay MacKay Small Cap Core I MOPIX -2.46 7.65 -2.46 -13.85 3.74 4.00
MainStay MacKay Small Cap Core R1 MOPRX -2.47 7.59 -2.47 -13.93 3.64 3.90
MainStay MacKay Small Cap Core B MOTBX -2.55 6.75 -2.74 -14.96 2.44 2.69
MainStay MacKay Small Cap Core R2 MOTRX -2.47 7.39 -2.55 -14.18 3.38 3.64
MainStay MacKay Small Cap Core R3 MOVRX -2.52 7.19 -2.64 -14.39 3.11 ---
Mondrian US Small Cap Equity MPUSX -2.16 13.11 -0.64 --- --- ---
MassMutual Premier Small Cap Opps R5 MSCDX -2.07 12.21 -1.78 -11.87 7.85 6.39
Mairs & Power Small Cap MSCFX -3.36 9.92 -2.60 -10.10 6.49 6.36
MassMutual Premier Small Cap Opps Adm MSCLX -2.09 12.05 -1.80 -12.04 7.64 6.17
MassMutual Premier Small Cap Opps I MSOOX -2.14 12.19 -1.78 -11.81 7.95 6.51
Litman Gregory Masters Smlr Coms Instl MSSFX -7.36 10.99 -7.97 -8.12 7.16 1.72
MassMutual Premier Small Cap Opps Svc MSVYX -2.08 12.15 -1.79 -11.90 7.76 6.28
Great-West S&P SmallCap 600® Index Instl MXERX -1.24 10.77 -0.88 -13.56 8.75 ---
Great-West S&P SmallCap 600® Index Inv MXISX -1.25 10.59 -0.97 -13.88 8.39 7.75
Great-West Loomis Sayles Sm Cp Val Inv MXLSX -2.45 15.38 -0.91 -8.64 5.91 5.71
Great-West S&P SmallCap 600® Index L MXNSX -1.30 10.31 -1.01 -14.12 8.11 7.47
Great-West Loomis Sayles Sm Cp Val Instl MXTFX -2.38 15.69 -0.86 -8.29 6.27 ---
Madison Small Cap Y MYSVX -2.43 10.83 -2.43 -11.87 3.55 5.02
Vanguard Small Cap Index Inv NAESX -2.44 16.51 -0.22 -5.19 9.29 7.32
Natixis Vaughan Nelson Small Cap Value A NEFJX -0.88 17.64 1.17 -6.02 5.65 5.75
Natixis Vaughan Nelson Small Cap Value C NEJCX -1.06 17.03 0.94 -6.83 4.82 4.94
Natixis Vaughan Nelson Small Cap Value Y NEJYX -0.90 17.75 1.25 -5.86 5.89 6.01
Neuberger Berman Intrinsic Value A NINAX -4.39 13.71 -4.01 -8.46 7.85 5.67
Neuberger Berman Intrinsic Value C NINCX -4.48 13.11 -4.23 -9.17 7.04 4.88
Neuberger Berman Intrinsic Value Instl NINLX -4.37 13.92 -4.00 -8.18 8.22 6.04
Columbia Small Cap Index A NMSAX -1.25 10.62 -0.93 -13.82 8.48 7.81
Columbia Small Cap Index Inst NMSCX -1.25 10.76 -0.93 -13.62 8.72 8.07
Neuberger Berman Intrinsic Value R6 NRINX -4.37 --- -3.87 --- --- ---
Nuveen NWQ Small-Cap Value A NSCAX -2.41 10.82 -4.09 -17.08 3.48 3.87
Nuveen NWQ Small-Cap Value C NSCCX -2.46 10.28 -4.25 -17.70 2.71 3.09
Nuveen NWQ Small-Cap Value R6 NSCFX -2.37 11.08 -4.00 -16.76 3.91 4.30
Nuveen NWQ Small-Cap Value R3 NSCQX -2.44 10.62 -4.15 -17.30 3.22 3.61
Nuveen NWQ Small-Cap Value I NSCRX -2.40 10.99 -4.02 -16.88 3.74 4.13
Northern Small Cap Core NSGRX -2.11 12.79 -1.04 -9.23 8.12 6.80
Northern Small Cap Index NSIDX -2.33 12.81 -1.94 -10.99 8.21 6.75
Nuveen NWQ Small/Mid-Cap Value A NSMAX -2.16 16.72 -1.56 -12.40 4.97 2.94
Nuveen NWQ Small/Mid-Cap Value C NSMCX -2.19 16.21 -1.75 -13.06 4.20 2.18
Nuveen NWQ Small/Mid-Cap Value I NSMRX -2.11 16.94 -1.53 -12.19 5.25 3.21
Nationwide WCM Focused Sm Cp A NWGPX -0.13 15.25 0.17 -4.82 10.44 8.22
Nationwide WCM Focused Sm Cp C NWGQX -0.20 14.65 -0.05 -5.54 9.61 7.41
Nationwide WCM Focused Sm Cp Instl Svc NWGSX -0.12 15.40 0.25 -4.61 10.72 8.52
Nationwide WCM Focused Sm Cp R6 NWKEX -0.08 15.45 0.29 -4.50 10.83 8.60
Nuveen NWQ Small/Mid Cap Value R6 NWQFX -2.09 17.03 -1.52 -12.02 5.42 ---
Nuveen NWQ Small/Mid-Cap Value R3 NWQRX -2.13 16.53 -1.64 -12.63 4.71 2.69
Nationwide Small Cap Index Instl Svc NWXRX -2.31 12.73 -1.97 -11.17 --- ---
Orchard Small Cap Value I OCSIX 0.59 8.79 -4.29 -20.82 3.56 ---
Orchard Small Cap Value N OCSNX 0.59 8.78 -4.33 -20.99 3.35 ---
JPMorgan Market Expansion Enh Idx A OMEAX -2.66 11.21 -1.35 -11.49 6.36 6.35
JPMorgan Market Expansion Enh Idx C OMECX -2.77 10.76 -1.53 -12.00 5.80 5.71
JPMorgan Market Expansion Enh Idx R6 OMYGX -2.62 11.43 -1.23 --- --- ---
North Square Dynamic Small Cap A ORSAX -2.47 15.05 -0.64 -10.78 10.56 ---
North Square Dynamic Small Cap I ORSIX -2.43 15.31 -0.52 -10.49 10.84 ---
Invesco Oppenheimer MainStrt SmCp A OSCAX -2.17 11.91 -1.89 -11.99 7.42 5.94
Invesco Oppenheimer MainStrt SmCp C OSCCX -2.26 11.31 -2.12 -12.74 6.61 5.13
Invesco Oppenheimer MainStrt SmCp R OSCNX -2.20 11.65 -1.99 -12.25 7.12 5.66
Invesco Oppenheimer MainStrt SmCp Y OSCYX -2.15 12.01 -1.88 -11.78 7.72 6.26
Invesco Oppenheimer MainStrt SmCp R6 OSSIX -2.15 12.16 -1.81 -11.65 7.88 6.39
Pacific Advisors Small Cap Value A PASMX 1.38 5.65 -7.28 -26.23 6.75 -6.82
T. Rowe Price Small-Cap Value Adv PASVX -1.87 14.94 -0.46 -7.62 9.06 7.22
PIMCO StocksPLUS® Small A PCKAX -3.23 12.78 -2.59 -12.22 9.18 6.85
PIMCO StocksPLUS® Small C PCKCX -3.19 12.31 -2.72 -12.80 8.38 6.06
PIMCO StocksPLUS® Small I2 PCKPX -3.18 13.10 -2.48 -11.94 9.52 7.18
PIMCO StocksPLUS® Small Administrative PCKTX -3.15 12.92 -2.49 -12.07 9.38 7.03
PACE Small/Medium Co Value Equity P PCSVX -1.91 14.39 -1.86 -11.12 5.16 4.66
Royce Pennsylvania Mutual Invmt PENNX -2.97 13.81 -0.11 -8.26 9.81 5.86
PACE Small/Medium Co Value Equity A PEVAX -1.98 14.21 -1.98 -11.32 4.98 4.49
Pacific Funds Small-Cap C PFACX -3.18 9.05 -2.45 -12.78 6.21 ---
Pacific Funds Small/Mid-Cap A PFDAX -2.43 12.54 -0.47 -9.21 7.59 ---
Pacific Funds Small-Cap S PFJIX -3.09 9.90 -2.14 -11.80 7.32 ---
Pacific Funds Small-Cap A PFKAX -3.12 9.67 -2.24 -12.06 7.03 ---
Pacific Funds Small/Mid-Cap Advisor PFMDX -2.49 12.64 -0.46 -9.02 7.86 ---
Pacific Funds Small/Mid-Cap S PFOIX -2.49 12.63 -0.46 -8.93 7.91 ---
Paradigm Opportunity PFOPX -1.49 10.34 0.10 -8.93 9.77 6.11
Pacific Funds Small/Mid-Cap C PFPCX -2.50 12.03 -0.72 -9.83 6.79 ---
Pacific Funds Small-Cap Advisor PFQDX -3.15 9.80 -2.20 -11.85 7.30 ---
Paradigm Select PFSLX -0.97 18.02 1.98 -3.97 10.08 7.56
Pacific Advisors Small Cap Value I PGISX 1.39 5.86 -7.19 -26.04 6.93 -6.58
JPMorgan Market Expansion Enh Idx I PGMIX -2.71 11.37 -1.32 -11.26 6.62 6.60
Pacific Advisors Small Cap Value C PGSCX 1.26 5.14 -7.46 -26.78 5.94 -7.52
Principal SmallCap A PLLAX -2.18 15.86 -1.18 -10.46 8.21 6.72
Perritt MicroCap Opportunities Investor PRCGX -2.94 0.09 -5.75 -23.63 1.11 1.10
Perritt Ultra MicroCap PREOX -5.03 4.84 -4.82 -13.53 2.71 2.72
T. Rowe Price Small-Cap Value PRSVX -1.84 15.16 -0.37 -7.56 9.34 7.52
T. Rowe Price Small-Cap Value I PRVIX -1.82 15.24 -0.35 -7.44 9.47 ---
Principal SmallCap R1 PSABX -2.22 15.58 -1.30 -10.81 7.76 6.29
Principal SmallCap S&P 600 Index R1 PSAPX -1.30 10.16 -1.13 -14.27 7.82 7.17
Principal SmallCap J PSBJX -2.14 15.97 -1.13 -10.29 8.40 6.91
Principal SmallCap R3 PSBMX -2.19 15.78 -1.23 -10.57 8.08 6.61
Principal SmallCap R2 PSBNX -2.19 15.67 -1.24 -10.72 7.88 6.42
Principal SmallCap R5 PSBPX -2.17 16.00 -1.14 -10.28 8.42 6.94
Principal SmallCap R4 PSBSX -2.14 15.92 -1.17 -10.36 8.30 6.81
PIMCO StocksPLUS® Small Institutional PSCSX -3.15 13.13 -2.34 -11.84 9.65 7.30
Principal SmallCap Inst PSLIX -2.15 16.09 -1.13 -10.14 8.63 7.16
Principal SmallCap C PSMCX -2.27 15.25 -1.39 -11.15 7.35 5.86
Principal SmallCap R-6 PSMLX -2.10 16.21 -1.09 -10.02 --- ---
PIMCO StocksPLUS® Small I-3 PSNSX -3.18 13.11 -2.49 -11.98 --- ---
Principal SmallCap S&P 600 Index R-6 PSPIX -1.23 10.80 -0.87 -13.51 --- ---
Principal SmallCap S&P 600 Index Inst PSSIX -1.23 10.80 -0.91 -13.56 8.71 8.06
Principal SmallCap S&P 600 Index J PSSJX -1.27 10.63 -0.96 -13.76 8.48 7.80
Principal SmallCap S&P 600 Index R3 PSSMX -1.25 10.41 -1.01 -13.99 8.16 7.51
Principal SmallCap S&P 600 Index R2 PSSNX -1.30 10.26 -1.06 -14.17 7.96 7.31
Principal SmallCap S&P 600 Index R5 PSSPX -1.23 10.65 -0.95 -13.73 8.50 7.84
Principal SmallCap S&P 600 Index R4 PSSSX -1.24 10.57 -0.96 -13.82 8.37 7.71
PACE Small/Medium Co Value Equity Y PVEYX -1.89 14.44 -1.89 -11.07 5.24 4.71
Paradigm Value PVFAX -2.63 9.56 -0.91 -8.05 10.86 7.24
Paradigm Micro-Cap PVIVX -4.05 4.24 -7.19 -21.14 6.04 6.44
Pax Small Cap A PXSAX -1.30 15.10 -1.09 -5.13 4.74 4.11
Pax Small Cap Individual Investor PXSCX -1.30 15.14 -1.09 -5.08 4.74 4.13
Pax Small Cap Institutional PXSIX -1.21 15.30 -1.03 -4.86 5.01 4.39
Federated MDT Small Cap Core A QASCX -2.49 9.59 -1.15 -15.38 8.24 8.33
Federated MDT Small Cap Core C QCSCX -2.58 9.08 -1.37 -16.04 7.44 7.52
Federated MDT Small Cap Core Instl QISCX -2.45 9.78 -1.11 -15.18 8.51 8.61
Federated MDT Small Cap Core R6 QLSCX -2.50 9.72 -1.11 -15.17 8.51 ---
AQR Small Cap Multi-Style R6 QSERX -1.83 9.89 -0.88 -14.08 4.95 4.59
AQR Small Cap Multi-Style I QSMLX -1.83 9.81 -0.89 -14.16 4.85 4.48
AQR Small Cap Multi-Style N QSMNX -1.84 9.65 -0.97 -14.35 4.61 4.23
AQR Small Cap Relaxed Constraint Eq I QSRIX -1.29 8.90 -0.43 -15.24 --- ---
AQR Small Cap Relaxed Constraint Eq N QSRNX -1.29 8.80 -0.44 -15.36 --- ---
AQR Small Cap Relaxed Constraint Eq R6 QSRRX -1.39 8.89 -0.54 -15.14 --- ---
AQR TM Small Cap Multi-Style I QSSLX -1.66 9.00 -0.93 -15.26 4.56 ---
AQR TM Small Cap Multi-Style N QSSNX -1.66 8.90 -0.93 -15.50 4.31 ---
AQR TM Small Cap Multi-Style R6 QSSRX -1.66 9.09 -0.93 -15.19 4.65 ---
Russell Inv US Small Cap Equity E REBEX -2.62 12.93 -2.09 -11.18 7.76 5.90
Russell Inv US Small Cap Equity Y REBYX -2.58 13.27 -1.97 -10.78 8.25 6.39
River Oak Discovery RIVSX -0.42 13.92 1.88 -7.98 5.25 4.33
Russell Inv US Small Cap Equity A RLACX -2.61 12.94 -2.11 -11.16 7.77 5.91
Russell Inv US Small Cap Equity C RLECX -2.68 12.39 -2.29 -11.84 6.96 5.11
Russell Inv US Small Cap Equity S RLESX -2.62 13.13 -2.05 -10.94 8.06 6.19
Royce Micro-Cap Svc RMCFX -4.03 4.04 -5.27 -17.17 3.71 0.32
Reinhart Genesis PMV Investor RPMAX -2.84 13.97 -0.48 -4.29 --- ---
Reinhart Genesis PMV Advisor RPMFX -2.83 14.30 -0.39 -3.96 --- ---
Royce Pennsylvania Mutual Instl RPMIX -3.07 13.75 -0.11 -8.18 9.92 5.97
Royce Pennsylvania Mutual R RPMRX -3.17 13.01 -0.36 -8.99 8.98 5.08
Russell Inv US Small Cap Equity R6 RSCRX -2.62 13.23 -2.01 -10.80 8.21 ---
Victory RS Partners A RSPFX -0.99 20.05 -0.50 0.41 9.81 5.22
Victory RS Partners R RSPKX -1.04 19.75 -0.59 0.01 9.40 4.83
Victory RS Partners Y RSPYX -0.96 20.30 -0.43 0.69 10.16 5.55
Royce Total Return Instl RTRIX -3.19 11.64 -1.20 -7.30 6.85 5.51
Royce Total Return R RTRRX -3.21 11.08 -1.41 -7.93 6.08 4.74
BNY Mellon Sm Cp Val A RUDAX -2.61 10.40 -2.07 -9.65 7.44 ---
Russell Inv US Small Cap Equity M RUNTX -2.58 13.23 -2.01 -10.83 --- ---
Royce Micro-Cap Consult RYMCX -4.11 3.32 -5.56 -18.02 2.74 -0.62
Royce Micro-Cap Invmt RYOTX -4.04 4.06 -5.35 -17.06 3.84 0.43
Royce Pennsylvania Mutual Consult RYPCX -3.19 12.94 -0.43 -9.18 8.68 4.78
Royce Pennsylvania Mutual Svc RYPFX -3.08 13.26 -0.34 -8.74 9.37 5.48
Rydex Russell 2000 H RYRHX -2.46 11.92 -2.30 -12.25 6.57 5.04
Rydex Russell 2000 C RYROX -2.55 11.34 -2.50 -12.93 5.77 4.27
Rydex Russell 2000 A RYRRX -2.48 11.86 -2.34 -12.28 6.56 5.05
Royce Total Return Consult RYTCX -3.23 10.83 -1.51 -8.24 5.72 4.36
Royce Total Return Svc RYTFX -3.16 11.43 -1.29 -7.61 6.43 5.12
Royce Total Return Invmt RYTRX -3.24 11.59 -1.23 -7.39 6.75 5.39
SA US Small Company Select SASLX -3.24 11.31 -1.84 -11.88 --- ---
Virtus Ceredex Small-Cap Value Eq A SASVX -2.21 10.29 -1.48 -12.81 4.26 5.60
SA US Small Company Investor SAUMX -3.24 11.15 -1.88 -12.08 6.50 5.48
Segall Bryant & Hamill Small Cap Val SBHVX -1.87 11.44 -3.51 -4.58 9.35 6.88
Crossmark Steward Sm-Md Cp Enh Idx Instl SCECX -3.08 9.15 -2.37 -13.73 6.31 5.84
Virtus Ceredex Small-Cap Value Eq I SCETX -2.11 10.53 -1.42 -12.57 4.55 5.91
SGI US Small Cap Equity I SCLVX 0.86 13.36 1.04 -9.98 7.78 ---
Bernstein Small Cap Core SCB SCRSX -3.01 12.12 -1.66 -12.86 5.60 ---
AB Small Cap Core Advisor SCRYX -3.00 12.32 -1.66 -12.69 5.83 ---
AB Small Cap Core Z SCRZX -2.91 12.32 -1.57 -12.67 5.86 ---
Hartford Schroders US Small Cap Opps I SCUIX -1.41 17.87 2.25 -2.97 9.45 8.37
Hartford Schroders US Small Cap Opps SDR SCURX -1.40 17.88 2.24 -2.91 9.53 ---
Hartford Schroders US Small Cap Opps A SCUVX -1.44 17.64 2.15 -3.27 9.12 8.06
Sit Small Cap Dividend Growth S SDFSX -2.11 15.67 0.65 -6.78 5.10 ---
Schwab Fundamental US Small Company Idx SFSNX -2.89 11.85 -1.72 -10.56 6.99 5.97
STAAR Adaptive Discovery SITSX -4.32 9.10 -3.76 -12.70 4.69 2.72
State Street Instl Small-Cap Equity Inv SIVIX -2.76 13.30 -2.19 -9.39 8.16 7.06
AMG Managers Skyline Special Equities N SKSEX -4.85 10.99 -4.27 -14.90 3.49 2.95
AMG Managers Skyline Special Equities I SKSIX -4.85 11.11 -4.22 -14.76 --- ---
AMG Managers Skyline Special Equities Z SKSZX -4.82 11.19 -4.18 -14.65 --- ---
SEI Small Cap A (SIIT) SLPAX -1.86 14.71 -0.02 -8.92 6.85 5.51
ProFunds Small Cap Inv SLPIX -2.39 11.90 -2.39 -12.37 6.03 4.81
ProFunds Small Cap Svc SLPSX -2.47 11.22 -2.62 -13.23 5.01 3.79
Columbia Disciplined Small Core Inst SMCEX -3.09 7.43 -4.24 -17.87 1.40 0.47
Shelton S&P Smallcap Index Direct SMCIX -1.33 10.10 -1.13 -14.21 7.85 7.91
Invesco Small Cap Equity A SMEAX -2.57 16.58 1.26 -8.93 5.90 4.32
Invesco Small Cap Equity C SMECX -2.69 15.91 1.04 -9.66 5.11 3.54
Invesco Small Cap Equity R6 SMEFX -2.54 16.88 1.39 -8.54 6.41 4.84
Invesco Small Cap Equity R5 SMEIX -2.49 16.85 1.33 -8.56 6.34 4.76
Invesco Small Cap Equity R SMERX -2.62 16.31 1.19 -9.22 5.64 4.06
Invesco Small Cap Equity Y SMEYX -2.54 16.68 1.28 -8.73 6.17 4.57
Shelton S&P Smallcap Index K SMLKX -1.32 9.77 -1.20 -14.61 7.32 7.37
SGI US Small Cap Equity C SMLVX 0.79 12.70 0.88 -10.80 6.73 ---
Wells Fargo Small Cap Value A SMVAX -3.30 9.71 -5.08 -14.50 3.84 2.65
Wells Fargo Small Cap Value C SMVCX -3.35 9.08 -5.26 -15.10 3.06 1.88
Wells Fargo Small Cap Value Admin SMVDX -3.30 9.85 -5.00 -14.30 4.06 2.86
Wells Fargo Small Cap Value R6 SMVRX -3.24 10.02 -4.99 -14.11 4.30 3.11
Sit Small Cap Dividend Growth I SSCDX -2.20 15.81 0.62 -6.62 5.33 ---
Columbia Disciplined Small Core V SSCEX -3.30 7.07 -4.36 -18.18 1.12 0.20
Columbia Select Small Cap Value A SSCVX -5.40 8.31 -5.51 -13.11 4.58 3.26
DWS Small Cap Core S SSLCX -3.57 7.19 -4.49 -17.69 4.50 5.41
SEI Small/Mid Cap Equity A (SIIT) SSMAX -2.64 14.89 -0.03 -7.39 7.71 5.97
Crossmark Steward Sm-Md Cp Enh Idx C SSMEX -3.22 9.17 -2.89 -14.48 --- ---
State Street Small/Mid Cap Equity Index SSMHX -2.50 17.07 0.00 -4.09 10.36 ---
State Street Small/Mid Cap Equity Idx A SSMJX -2.55 16.81 -0.08 -4.36 10.02 ---
State Street Small/Mid Cap Equity Idx K SSMKX -2.54 16.98 0.00 -4.09 10.33 ---
State Street Small/Mid Cap Equity Idx I SSMLX -2.47 16.98 0.00 -4.13 10.29 ---
Crossmark Steward Sm-Md Cp Enh Idx R6 SSMOX -3.07 9.72 -2.28 -14.11 --- ---
State Street Instl Small-Cap Equity Svc SSQSX -2.83 13.08 -2.31 -9.66 7.89 6.79
State Street Dynamic Small Cap A SSSDX -1.49 8.51 -1.11 -13.59 5.32 5.34
AMG SouthernSun Small Cap N SSSFX -5.05 12.92 -6.43 -13.97 1.25 -2.26
AMG SouthernSun Small Cap I SSSIX -5.04 13.11 -6.40 -13.74 1.50 -2.01
State Street Dynamic Small Cap I SSSJX -1.46 8.73 -1.02 -13.29 5.64 5.64
State Street Dynamic Small Cap K SSSKX -1.46 8.74 -1.02 -13.29 5.68 5.74
Columbia Select Small Cap Value Inst2 SSVIX -5.42 8.50 -5.46 -12.86 4.91 3.62
Columbia Select Small Cap Value R SSVRX -5.43 8.12 -5.61 -13.35 4.32 3.01
Virtus Ceredex Small-Cap Value Eq C STCEX -2.17 9.98 -1.57 -13.25 3.81 5.17
SEI Tax-Managed Small/Mid Cap Y(SIMT) STMPX -1.78 13.92 0.92 -9.09 7.37 ---
SEI Tax-Managed Small/Mid Cap F (SIMT) STMSX -1.78 13.75 0.87 -9.28 7.13 5.36
Sterling Capital Stratton SmCp Val Instl STSCX -1.15 12.39 -0.03 -8.12 6.74 5.07
Sterling Capital Stratton SmCp Val A STSNX -1.18 12.19 -0.10 -8.36 6.47 ---
Sterling Capital Stratton SmCp Val C STSOX -1.25 11.66 -0.30 -9.05 5.68 ---
BNY Mellon Sm Cp Val I STSVX -2.54 10.58 -2.01 -9.40 7.79 6.15
Columbia Select Small Cap Value C SVMCX -5.50 7.75 -5.67 -13.76 3.79 2.49
State Street Dynamic Small Cap N SVSCX -1.48 8.55 -1.10 -13.51 5.42 5.48
Schwab Small-Cap Equity SWSCX -3.96 8.47 -3.96 -14.23 6.05 5.12
Schwab Small Cap Index SWSSX -2.35 12.97 -1.94 -10.81 8.38 6.92
DWS Small Cap Core A SZCAX -3.59 7.07 -4.52 -17.85 4.27 5.17
DWS Small Cap Core C SZCCX -3.64 6.60 -4.68 -18.43 3.49 4.38
DWS Small Cap Core Inst SZCIX -3.57 7.27 -4.46 -17.63 4.56 ---
DWS Small Cap Core R6 SZCRX -3.57 7.27 -4.46 -17.58 4.57 ---
DWS Small Cap Core T SZCTX -3.56 7.07 -4.53 -17.84 --- ---
RBC Enterprise A TETAX -2.86 13.58 -2.13 -17.00 4.93 2.11
RBC Enterprise I TETIX -2.77 13.74 -2.03 -16.80 5.21 2.37
THB Asset Management MicroCap Ins THBIX -4.41 1.29 -6.61 -18.36 8.80 5.06
THB Asset Management MicroCap Inv THBVX -4.43 1.05 -6.71 -18.71 8.32 4.58
TIAA-CREF Small-Cap Blend Idx Inst TISBX -2.33 12.94 -1.89 -10.74 8.48 7.08
Toreador Explorer Investor TMRLX -3.61 8.21 -2.40 -15.81 6.90 ---
Toreador Explorer Institutional TMRZX -3.67 8.58 -2.38 -15.44 7.22 ---
1290 GAMCO Small/Mid Cap Value A TNVAX -5.22 6.40 -7.23 -12.10 5.26 ---
1290 GAMCO Small/Mid Cap Value T TNVCX -5.21 6.58 -7.14 -11.90 5.52 ---
1290 GAMCO Small/Mid Cap Value I TNVIX -5.21 6.58 -7.14 -11.84 5.52 ---
1290 GAMCO Small/Mid Cap Value R TNVRX -5.25 6.24 -7.27 -12.34 5.00 ---
Timothy Plan Small Cap Value A TPLNX -1.97 15.97 -3.13 -10.31 7.59 5.77
Timothy Plan Small Cap Value I TPVIX -1.94 16.14 -3.08 -10.07 7.86 6.03
TIAA-CREF Small-Cap Blend Idx Retire TRBIX -2.37 12.77 -2.03 -11.00 8.20 6.81
Crossmark Steward Sm-Md Cp Enh Idx A TRDFX -3.06 8.96 -2.48 -14.00 5.98 5.53
TIAA-CREF Small-Cap Blend Idx Advisor TRHBX -2.38 12.84 -1.94 -10.93 8.34 ---
Touchstone Small Cap A TSFAX -2.30 16.57 1.36 -4.97 4.65 2.04
Touchstone Small Cap C TSFCX -2.40 16.03 1.20 -5.68 3.87 1.27
Touchstone Small Cap Institutional TSFIX -2.34 16.71 1.34 -4.70 4.98 2.38
Touchstone Small Cap Y TSFYX -2.34 16.76 1.42 -4.76 4.90 2.29
TIAA-CREF Quant Sm/Md-Cp Eq Retail TSMEX -1.74 19.04 1.28 -3.20 11.88 ---
TIAA-CREF Quant Sm/Md-Cp Eq Premier TSMMX -1.73 19.18 1.36 -2.92 12.16 ---
TIAA-CREF Quant Sm/Md-Cp Eq Advisor TSMNX -1.64 19.34 1.53 -2.76 12.36 ---
TIAA-CREF Quant Sm/Md-Cp Eq Retirement TSMOX -1.65 19.12 1.36 -3.07 12.02 ---
TIAA-CREF Quant Sm/Md-Cp Eq W TSMUX -1.64 19.68 1.53 --- --- ---
TIAA-CREF Quant Sm/Md-Cp Eq Instl TSMWX -1.73 19.28 1.36 -2.83 12.31 ---
Timothy Plan Small Cap Value C TSVCX -2.10 15.36 -3.37 -11.05 6.75 4.96
USAA Small Cap Stock Institutional UISCX -2.58 15.10 -1.75 -8.50 7.62 6.00
USAA Small Cap Stock USCAX -2.55 15.02 -1.77 -8.58 7.51 5.87
VALIC Company I Small Cap Index VCSLX -2.37 12.75 -2.07 -11.08 8.08 6.71
Vanguard Explorer Value Inv VEVFX -2.14 13.86 -0.48 -9.96 7.10 5.80
Private Capital Management Value A VFPAX -8.58 3.31 -9.13 -18.59 4.67 2.84
Private Capital Management Value I VFPIX -8.54 3.47 -9.08 -18.39 4.96 3.10
VY® JPMorgan Small Cap Core Equity R6 VPRSX -2.75 14.61 -0.48 -8.48 9.43 ---
Voya Small Company P3 VPSCX -3.17 13.93 -1.15 -10.09 --- ---
Voya Russell Small Cap Index P2 VRSPX -2.33 12.96 -1.89 -10.86 --- ---
Vanguard Russell 2000 Index I VRTIX -2.33 12.97 -1.93 -10.78 8.44 6.98
Vanguard Small Cap Index I VSCIX -2.42 16.62 -0.18 -5.06 9.43 7.46
Natixis Vaughan Nelson Small Cap Value N VSCNX -0.90 17.90 1.31 -5.67 --- ---
Vanguard Small Cap Index InstlPlus VSCPX -2.43 16.62 -0.19 -5.05 9.44 7.48
JPMorgan Small Cap Equity A VSEAX -2.15 17.57 1.07 -3.99 9.50 9.11
JPMorgan Small Cap Equity I VSEIX -2.13 17.74 1.13 -3.77 9.79 9.41
JPMorgan Small Cap Equity R6 VSENX -2.13 17.92 1.20 -3.52 10.06 ---
Vanguard Small Cap Index Adm VSMAX -2.42 16.60 -0.19 -5.07 9.42 7.45
Voya Small Company R VSMRX -3.28 13.42 -1.36 -10.74 --- ---
Vanguard S&P Small-Cap 600 Index I VSMSX -1.20 10.84 -0.85 -13.53 8.95 8.30
Voya Small Company Port R6 VSPRX -3.29 13.24 -1.42 -10.78 5.81 ---
JPMorgan Small Cap Core A VSSBX -3.62 10.74 -2.68 -13.78 7.97 ---
JPMorgan Small Cap Core R5 VSSCX -3.59 11.04 -2.57 -13.40 8.45 6.42
JPMorgan Small Cap Core R6 VSSLX -3.59 11.08 -2.56 -13.35 8.51 ---
JPMorgan Small Cap Core C VSSRX -3.67 10.37 -2.82 -14.22 7.43 ---
JPMorgan Small Cap Core I VSSWX -3.60 10.93 -2.62 -13.56 --- ---
Vanguard Strategic Small-Cap Equity Inv VSTCX -1.88 9.56 -2.10 -15.14 6.07 5.05
Vanguard Tax-Managed Small Cap Adm VTMSX -1.01 11.49 -0.41 -12.90 9.00 8.32
Vanguard Tax-Managed Small Cap I VTSIX -0.99 11.52 -0.39 -12.87 9.03 8.35
Virtus Ceredex Small-Cap Value Eq R6 VVERX -2.11 --- -1.32 --- --- ---
Vulcan Value Partners Small Cap Instl VVISX -2.98 --- 1.10 --- --- ---
Vulcan Value Partners Small Cap VVPSX -2.98 16.43 1.04 -1.58 6.19 5.49
Vericimetry US Small Cap Value VYSVX -3.73 6.49 -4.10 -18.36 3.38 2.71
Walden Small Cap WASOX 0.83 19.95 3.30 0.39 11.08 9.05
William Blair Small Cap Value N WBVDX -2.09 12.10 -2.37 -10.64 4.20 4.67
TETON Westwood Mighty Mites I WEIMX -1.45 7.61 -1.27 -11.32 6.05 4.99
TETON Westwood Mighty Mites AAA WEMMX -1.46 7.46 -1.34 -11.53 5.79 4.73
TETON Westwood SmallCap Equity AAA WESCX -3.94 11.31 -3.88 -11.12 8.17 6.59
Wells Fargo Factor Enhanced Small Cp WFESX -2.16 10.83 -2.34 -11.65 --- ---
Wells Fargo Intrinsic Small Cap Val Adm WFSDX -4.20 12.42 -3.06 -12.38 5.01 4.41
Wells Fargo Intrinsic Small Cap Val A WFSMX -4.19 12.33 -3.05 -12.51 4.87 4.25
Wells Fargo Intrinsic Small Cap Val Inst WFSSX -4.17 12.58 -2.98 -12.20 5.23 4.63
Wells Fargo Small Cap Value Inst WFSVX -3.25 9.97 -5.00 -14.14 4.26 3.06
Westwood SmallCap Institutional WHGSX -1.97 15.18 -3.34 -10.26 8.41 6.86
Wasatch Small Cap Value Institutional WICVX -2.20 13.86 -0.53 -5.27 10.54 8.27
Wasatch Small Cap Value WMCVX -2.22 13.64 -0.66 -5.43 10.32 8.15
TETON Westwood Mighty Mites A WMMAX -1.48 7.29 -1.40 -11.75 5.53 4.46
TETON Westwood Mighty Mites C WMMCX -1.56 6.94 -1.56 -12.21 4.99 3.94
WP Smaller Companies Income Plus Instl WPSMX -4.21 32.95 -5.19 -8.26 8.43 ---
Wells Fargo Intrinsic Small Cap Val C WSCDX -4.26 11.79 -3.24 -13.15 4.09 3.48
William Blair Small-Mid Cap Value I WSMIX -1.68 14.08 -1.59 -8.22 5.04 5.26
Wilshire Small Company Value Instl WSMVX -1.91 10.63 -2.66 -14.47 4.37 4.99
Wellington Shields Small-Cap Instl WSSSX -4.18 6.12 -0.11 -12.94 0.31 -0.94
Segall Bryant & Hamill Micro Cap Retail WTMIX -3.71 5.01 -4.83 -17.94 4.48 3.77
TETON Westwood SmallCap Equity A WWSAX -3.93 11.14 -3.93 -11.36 7.88 6.32
TETON Westwood SmallCap Equity C WWSCX -3.97 10.78 -4.04 -11.80 7.36 5.80
TETON Westwood SmallCap Equity I WWSIX -3.89 11.49 -3.84 -10.92 8.42 6.86
Yorktown Small-Cap A YOVAX -0.17 18.12 1.19 -5.76 9.34 ---
Yorktown Small-Cap Institutional YOVIX -0.17 18.33 1.26 -5.50 9.57 ---
Yorktown Small-Cap L YOVLX -0.17 17.56 1.04 -6.41 8.47 ---
Zacks Small-Cap Core Inv ZSCCX -1.78 11.58 -0.12 -12.73 8.79 7.27
Zacks Small-Cap Core Institutional ZSCIX -1.75 11.80 -0.08 -12.48 9.06 7.57