Small Value

Small-value portfolios invest in small U.S. companies with valuations and growth rates below other small-cap peers. Stocks in the bottom 10% of the capitalization of the U.S. equity market are defined as small-cap. Value is defined based on low valuations (low price ratios and high dividend yields) and slow growth (low growth rates for earnings, sales, book value, and cash flow). Morningstar®

Cardinal Small Cap Value Fund (CCMSX)

Performance (1-yr.): Expenses: 1.00%
Performance (1-mo.): Total Assets:
See all details for CCMSX »

Chou Opportunity Fund (CHOEX)

Performance (1-yr.): 29.90% Expenses: 1.50%
Performance (1-mo.): 2.18% Total Assets: $72.11M
See all details for CHOEX »

CM Advisors Small Cap Value Fund (CMOVX)

Performance (1-yr.): 20.34% Expenses: 1.27%
Performance (1-mo.): 1.09% Total Assets: $13.27M
See all details for CMOVX »

Elessar Small Cap Value Fund (LSRYX)

Performance (1-yr.): 25.69% Expenses: 1.00%
Performance (1-mo.): 1.63% Total Assets: $12.03M
See all details for LSRYX »

Foundry Micro Cap Value Fund (FMCIX)

Performance (1-yr.): Expenses: 1.62%
Performance (1-mo.): 1.86% Total Assets: $663,889
See all details for FMCIX »

Foundry Small Cap Value Fund (FSVIX)

Performance (1-yr.): Expenses: 1.42%
Performance (1-mo.): 1.55% Total Assets: $844,979
See all details for FSVIX »

Frontegra Phocas Small Cap Value Fund (FPSVX)

Performance (1-yr.): 30.11% Expenses: 1.22%
Performance (1-mo.): 1.94% Total Assets: $12.54M
See all details for FPSVX »

Gator Focus Fund (GFFIX)

Performance (1-yr.): Expenses: 1.50%
Performance (1-mo.): 2.83% Total Assets: $3.65M
See all details for GFFIX »

Great-West Invesco Small Cap Value Fund (MXSVX)

Performance (1-yr.): 28.31% Expenses: 1.40%
Performance (1-mo.): 2.04% Total Assets: $72.59M
See all details for MXSVX »

Hodges Small Intrinsic Value Fund (HDSVX)

Performance (1-yr.): Expenses: 1.29%
Performance (1-mo.): 1.67% Total Assets: $2.26M
See all details for HDSVX »

Top Performing Small Value Funds As of 04.22.2014

Heartland Value Plus Fund Class Institutional (HRVIX)

Total Return: 3.48%

Robeco WPG Small/Micro Cap Value Fund (WPGTX)

Total Return: 3.21%

WHV/Seizert Small Cap Value Equity Fund (WVSAX)

Total Return: 3.17%

Perritt Ultra MicroCap Fund (PREOX)

Total Return: 41.02%

Royce Opportunity Select Fund (ROSFX)

Total Return: 37.40%

Towle Deep Value Fund (TDVFX)

Total Return: 35.17%

Small Cap Value Fund (SCAPX)

Total Return: 19.25%

Cove Street Capital Small Cap Value Fund (CSCSX)

Total Return: 18.65%

Skyline Special Equities Portfolio (SKSEX)

Total Return: 18.29%

* Annualized