World Small/Mid Stock: Total Returns

Data through 8/19/2019. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
World Small/Mid Stock -3.74 12.35 -0.64 -3.93 7.40 4.89
Invesco Global Small & Mid Cap Gr A AGAAX -2.40 15.90 3.19 1.54 5.95 3.14
Invesco Global Small & Mid Cap Gr C AGACX -2.48 15.26 3.00 0.73 5.15 2.37
Invesco Global Small & Mid Cap Gr Y AGAYX -2.34 16.09 3.24 1.81 6.23 3.40
American Century Global Small Cap C AGCHX -3.38 20.66 3.92 -5.15 12.12 ---
American Century Global Small Cap A AGCLX -3.36 21.20 4.11 -4.47 12.95 ---
American Century Global Small Cap I AGCSX -3.30 21.58 4.26 -4.03 13.47 ---
American Century Global Small Cap R6 AGCTX -3.29 21.64 4.31 -3.89 13.63 ---
American Century Global Small Cap Inv AGCVX -3.33 21.38 4.15 -4.24 13.24 ---
American Century Global Small Cap R AGCWX -3.32 21.01 4.07 -4.69 12.70 ---
Invesco Global Small & Mid Cap Growth R6 AGSSX -2.36 16.20 3.27 1.99 --- ---
AllianzGI Global Small-Cap P ARSPX -3.97 13.24 -1.06 -8.42 6.23 4.14
ALPS/Red Rocks Listed Private Eq III AVPEX -1.62 20.60 2.38 5.72 10.93 ---
Calvert Global Energy Solutions I CAEIX -3.08 14.93 1.61 0.99 5.41 -0.85
Calvert Global Energy Solutions C CGACX -3.03 14.31 1.43 0.05 4.25 -2.05
Calvert Global Energy Solutions A CGAEX -2.99 14.81 1.64 0.67 5.04 -1.23
Chiron SMid Opportunities I CSMOX -5.94 9.26 -3.31 -7.49 --- ---
American Funds SMALLCAP World 529A CSPAX -2.60 17.90 1.04 0.96 10.22 7.77
American Funds SMALLCAP World 529C CSPCX -2.65 17.36 0.87 0.22 9.38 6.94
American Funds SMALLCAP World 529E CSPEX -2.62 17.79 1.00 0.76 9.99 7.54
American Funds SMALLCAP World 529F CSPFX -2.58 18.09 1.11 1.19 10.46 8.00
DFA Global Small Company Institutional DGLIX -4.40 7.42 -2.34 -10.95 --- ---
AllianzGI Global Small-Cap Institutional DGSCX -3.95 13.32 -1.03 -8.32 6.35 4.25
Wells Fargo Global Small Cap A EKGAX -3.22 10.69 -2.65 -5.08 8.21 6.79
Wells Fargo Global Small Cap C EKGCX -3.28 10.13 -2.84 -5.82 7.39 5.98
Wells Fargo Global Small Cap Inst EKGIX -3.19 10.95 -2.55 -4.73 8.62 7.21
Wells Fargo Global Small Cap Admin EKGYX -3.21 10.75 -2.61 -4.97 8.36 6.94
Eaton Vance Global Small-Cap Equity A ESVAX -1.73 16.50 2.25 0.52 10.78 5.67
Eaton Vance Global Small-Cap Equity C ESVCX -1.72 16.12 2.08 -0.14 10.00 4.90
Eaton Vance Global Small-Cap Equity I ESVIX -1.74 16.76 2.32 0.83 11.08 5.95
Evermore Global Value Investor EVGBX -5.83 8.97 -2.97 -11.64 5.51 4.92
Evermore Global Value Institutional EVGIX -5.79 9.18 -2.87 -11.44 5.78 5.17
Templeton Global Smaller Comp R6 FBOGX -3.98 9.32 -1.92 -6.71 5.05 2.32
Fidelity Advisor® Glbl Capital Apprec C FEUCX -4.18 9.84 -1.71 -9.47 4.21 3.41
Fidelity Advisor® Glbl Capital Apprec I FEUIX -4.04 10.63 -1.42 -8.43 5.33 4.49
Fidelity Advisor® Glbl Capital Apprec A FGEAX -4.08 10.42 -1.51 -8.71 5.02 4.19
Fidelity Advisor® Glbl Capital Apprec M FGETX -4.10 10.20 -1.59 -9.00 4.73 3.92
Federated Hermes SDG Engagement Eq Instl FHESX -2.88 13.33 1.26 --- --- ---
Federated Hermes Global Small Cap Instl FHSIX -2.73 --- -1.64 --- --- ---
Invesco Global Small & Mid Cap Gr R5 GAIIX -2.36 16.13 3.21 1.88 6.30 3.50
Gabelli Global Mini Mites AAA GAMNX -4.47 1.74 -5.50 --- --- ---
GMO Climate Change III GCCHX -5.47 6.78 -0.13 -4.02 --- ---
GMO Climate Change Series PS GCHPX -5.47 6.71 -0.19 --- --- ---
Gabelli Global Mini Mites I GGMMX -4.46 1.97 -5.39 --- --- ---
Grandeur Peak Global Stalwarts Investor GGSOX -4.89 15.81 -1.41 -2.69 8.50 ---
Grandeur Peak Global Stalwarts Instl GGSYX -4.86 15.97 -1.33 -2.44 8.77 ---
MFS Global New Discovery A GLNAX -2.88 16.44 0.32 0.09 10.64 7.54
MFS Global New Discovery B GLNBX -2.95 15.82 0.17 -0.63 9.80 6.74
MFS Global New Discovery C GLNCX -2.95 15.90 0.17 -0.63 9.80 6.74
MFS Global New Discovery I GLNIX -2.84 16.66 0.43 0.42 10.92 7.81
MFS Global New Discovery R1 GLNJX -2.95 15.84 0.17 -0.63 9.81 6.73
MFS Global New Discovery R2 GLNKX -2.88 16.22 0.28 -0.12 10.36 7.27
MFS Global New Discovery R3 GLNLX -2.88 16.44 0.38 0.12 10.63 7.54
MFS Global New Discovery R4 GLNMX -2.84 16.58 0.43 0.40 10.90 7.79
MFS Global New Discovery R6 GLNNX -2.83 16.71 0.48 0.46 11.02 7.92
Gabelli Global Mini Mites A GMNAX -4.36 1.74 -5.50 --- --- ---
Gabelli Global Mini Mites C GMNCX -4.38 1.39 -5.62 --- --- ---
AlphaCentric Robotics and Automation A GNXAX -4.88 11.56 -8.04 -8.90 --- ---
AlphaCentric Robotics and Automation C GNXCX -4.87 11.05 -8.16 -9.58 --- ---
AlphaCentric Robotics and Automation I GNXIX -4.85 11.71 -7.99 -8.69 --- ---
Invesco Oppenheimer Global Opp R5 GOFFX -6.36 --- --- --- --- ---
Grandeur Peak Global Opportunities Instl GPGIX -4.49 14.86 -0.87 -3.25 7.63 6.05
Grandeur Peak Global Opportunities Inv GPGOX -4.27 14.68 -0.59 -3.26 7.43 5.81
Grandeur Peak Global Micro Cap Instl GPMCX -5.18 7.22 -1.88 -7.17 5.73 ---
Grandeur Peak Global Reach Instl GPRIX -4.77 13.06 -1.91 -4.44 7.87 5.88
Grandeur Peak Global Reach Inv GPROX -4.86 12.87 -1.99 -4.73 7.58 5.61
Hartford Environmental Opportunities F HEOFX -2.20 16.02 2.41 0.41 --- ---
Hartford Environmental Opportunities I HEOIX -2.15 16.01 2.35 0.36 4.54 ---
Hartford Environmental Opportunities A HEOMX -2.22 15.75 2.32 0.05 4.26 ---
Hartford Environmental Opportunities C HEONX -2.31 16.23 2.62 0.43 4.29 ---
Hartford Environmental Opportunities R3 HEORX -1.92 16.70 3.03 0.84 4.50 ---
Hartford Environmental Opportunities R4 HEOSX -2.12 16.13 2.53 0.41 4.40 ---
Hartford Environmental Opportunities R5 HEOTX -2.12 16.13 2.53 0.41 4.49 ---
Hartford Environmental Opportunities R6 HEOVX -2.21 16.25 2.52 0.54 4.62 ---
Hartford Environmental Opportunities Y HEOYX -2.12 16.13 2.53 0.51 4.60 ---
Hartford Global Impact A HGXAX -1.09 16.95 4.81 2.27 --- ---
Hartford Global Impact C HGXCX -1.11 16.52 4.69 1.91 --- ---
Hartford Global Impact F HGXFX -1.09 17.27 4.89 2.76 --- ---
Hartford Global Impact I HGXIX -1.00 17.26 4.92 2.77 --- ---
Hartford Global Impact R3 HGXRX -1.11 16.88 4.79 2.38 --- ---
Hartford Global Impact R4 HGXSX -1.09 17.03 4.83 2.48 --- ---
Hartford Global Impact R5 HGXTX -1.10 17.10 4.88 2.66 --- ---
Hartford Global Impact R6 HGXVX -1.01 17.17 4.97 2.77 --- ---
Hartford Global Impact Y HGXYX -1.01 17.23 4.98 2.72 --- ---
Invesco Select Opportunities R6 IZFSX -5.63 4.94 -4.09 -9.00 2.93 -0.06
Invesco Select Opportunities A IZSAX -5.63 4.84 -4.14 -9.19 2.69 -0.30
Invesco Select Opportunities C IZSCX -5.69 4.33 -4.34 -9.82 1.93 -1.05
Invesco Select Opportunities R5 IZSIX -5.62 4.94 -4.09 -8.99 2.93 -0.06
Invesco Select Opportunities R IZSRX -5.71 4.59 -4.27 -9.42 2.40 -0.55
Invesco Select Opportunities Y IZSYX -5.62 5.02 -4.09 -8.93 2.93 -0.05
DWS Global Small Cap A KGDAX -2.94 8.92 -1.92 -14.54 0.82 -0.19
DWS Global Small Cap C KGDCX -3.02 8.38 -2.11 -15.20 0.06 -0.94
DWS Global Small Cap Inst KGDIX -2.90 9.07 -1.85 -14.21 1.15 0.13
DWS Global Small Cap T KGDTX -2.93 8.91 -1.91 -14.52 --- ---
DWS Global Small Cap R6 KGDZX -2.89 9.18 -1.81 -14.20 1.22 ---
Kinetics Global Adv A KGLAX -1.62 22.94 2.13 0.68 13.60 3.76
Kinetics Global Adv C KGLCX -1.72 22.66 1.95 0.08 12.61 3.01
ALPS/Red Rocks Listed Private Equity Inv LPEFX -1.68 20.52 2.23 5.48 11.95 6.94
ALPS/Red Rocks Listed Private Equity I LPEIX -1.65 20.71 2.33 5.74 12.29 7.25
ALPS/Red Rocks Listed Private Equity R LPERX -1.52 20.50 2.32 5.26 11.82 6.80
ALPS/Red Rocks Listed Private Equity A LPFAX -1.68 20.42 2.24 5.47 --- ---
ALPS/Red Rocks Listed Private Equity C LPFCX -1.63 20.09 2.21 4.79 11.19 6.22
Moerus Worldwide Value Institutional MOWIX -9.92 2.53 -3.13 -8.16 0.70 ---
Moerus Worldwide Value N MOWNX -9.94 2.44 -3.13 -8.39 0.44 ---
New Alternatives Investor NAEFX -1.11 21.90 6.74 15.12 8.45 ---
New Alternatives A NALFX -1.09 22.07 6.80 15.37 8.71 5.54
Oberweis Global Opportunities Investor OBEGX -4.61 15.29 -1.00 -11.68 3.35 4.13
Oberweis Global Opportunities Instl OBGIX -4.58 15.47 -0.91 -11.45 --- ---
Invesco Oppenheimer Global Opports C OGICX -6.43 9.87 -4.67 -13.50 10.39 10.50
Invesco Oppenheimer Global Opports R6 OGIIX -6.34 10.68 -4.40 -12.48 11.68 11.80
Invesco Oppenheimer Global Opports R OGINX -6.40 10.23 -4.55 -13.06 10.94 11.05
Invesco Oppenheimer Global Opports Y OGIYX -6.35 10.58 -4.43 -12.63 11.49 11.60
Invesco Oppenheimer Global Opports A OPGIX -6.38 10.38 -4.50 -12.84 11.22 11.33
Old Westbury Small & Mid Cap Strategies OWSMX -2.73 14.20 1.77 -1.97 6.00 5.41
Conductor Global Equity Value A RAALX -4.01 3.98 -1.19 -11.21 5.20 4.98
Conductor Global Equity Value C RACLX -4.01 3.50 -1.40 -11.87 4.42 ---
Conductor Global Equity Value I RAILX -4.01 4.07 -1.12 -11.02 5.43 5.23
Conductor Global Equity Value Y RAYLX -3.93 4.36 -1.01 -10.64 6.04 ---
AllianzGI Global Small-Cap A RGSAX -3.98 13.08 -1.12 -8.63 5.97 3.89
AllianzGI Global Small-Cap C RGSCX -4.04 12.53 -1.33 -9.33 5.18 3.11
American Funds SMALLCAP World R6 RLLGX -2.56 18.23 1.16 1.40 10.69 8.24
American Funds SMALLCAP World R2E RSEBX -2.63 17.63 0.95 0.56 9.79 ---
American Funds SMALLCAP World R1 RSLAX -2.65 17.42 0.88 0.26 9.44 7.03
American Funds SMALLCAP World R2 RSLBX -2.65 17.43 0.88 0.28 9.47 7.05
American Funds SMALLCAP World R3 RSLCX -2.61 17.76 1.00 0.73 9.97 7.53
American Funds SMALLCAP World R5E RSLDX -2.56 18.13 1.13 1.24 10.52 ---
American Funds SMALLCAP World R4 RSLEX -2.59 17.98 1.07 1.04 10.29 7.86
American Funds SMALLCAP World R5 RSLFX -2.57 18.20 1.15 1.35 10.63 8.18
American Funds SMALLCAP World C SCWCX -2.66 17.39 0.85 0.23 9.42 6.99
American Funds SMALLCAP World F1 SCWFX -2.59 17.93 1.05 0.97 10.24 7.81
American Funds SMALLCAP World F3 SFCWX -2.56 18.25 1.16 1.38 --- ---
DWS Global Small Cap S SGSCX -2.91 9.10 -1.85 -14.31 1.09 0.08
American Funds SMALLCAP World F2 SMCFX -2.58 18.17 1.13 1.30 10.58 8.12
American Funds SMALLCAP World A SMCWX -2.59 17.97 1.06 1.03 10.29 7.84
Templeton Global Smaller Comp A TEMGX -4.00 9.22 -1.93 -7.09 4.63 1.90
Templeton Global Smaller Comp C TESGX -4.12 8.53 -2.16 -7.83 3.86 1.14
Templeton Global Smaller Comp Adv TGSAX -3.97 9.30 -1.92 -6.84 4.90 2.18
AMG TimesSquare Global Small Cap I TSYIX -3.24 20.10 0.95 -2.25 --- ---
AMG TimesSquare Global Small Cap N TSYNX -3.25 19.87 0.95 -2.46 --- ---
AMG TimesSquare Global Small Cap Z TSYZX -3.24 20.10 0.95 -2.25 --- ---
Vanguard Global Minimum Volatility Admr VMNVX 0.21 16.41 4.07 7.60 10.04 10.11
Vanguard Global Minimum Volatility Inv VMVFX 0.21 16.29 4.04 7.47 9.94 10.02
Wasatch Global Opportunities Investor WAGOX -3.07 21.33 0.87 3.64 12.92 8.50
Seven Canyons World Innovators Investor WAGTX -2.19 10.23 -1.29 -0.49 10.01 7.19
Wasatch Global Opportunities Instl WIGOX -2.79 21.60 1.16 4.18 13.22 ---
Seven Canyons World Innovators Instl WIGTX -2.16 10.38 -1.21 -0.27 10.27 ---
Kinetics Global No Load WWWEX -1.61 23.26 2.28 0.83 13.48 3.80
AMG Yacktman Special Opportunities Z YASLX -5.73 0.41 -5.27 -8.87 9.53 4.43
AMG Yacktman Special Opportunities I YASSX -5.65 0.41 -5.19 -8.91 9.44 ---