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®

North Star Micro Cap Fund (NSMVX)

Performance (1-yr.): 26.79% Expenses: 1.52%
Performance (1-mo.): 1.84% Total Assets: $67.97M
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PL Small-Cap Value Fund (None)

Performance (1-yr.): 22.50% Expenses: 0.90%
Performance (1-mo.): 3.82% Total Assets: $154.51M
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Principal Small-MidCap Dividend Income Fund (PMDAX)

Performance (1-yr.): 23.46% Expenses: 1.39%
Performance (1-mo.): 3.39% Total Assets: $1.09B
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RBC Microcap Value Fund (TMVAX)

Performance (1-yr.): 25.40% Expenses: 1.32%
Performance (1-mo.): 3.80% Total Assets: $152.7M
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Robeco WPG Small/Micro Cap Value Fund (WPGTX)

Performance (1-yr.): 24.03% Expenses: 1.10%
Performance (1-mo.): 5.10% Total Assets: $48.03M
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Royce Opportunity Select Fund (ROSFX)

Performance (1-yr.): 26.72% Expenses: 1.24%
Performance (1-mo.): 3.29% Total Assets: $23.87M
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Schneider Small Cap Value Fund (SCMVX)

Performance (1-yr.): 17.68% Expenses: 1.15%
Performance (1-mo.): 3.96% Total Assets: $64.18M
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Segall Bryant & Hamill Small Cap Value Fund (SBHVX)

Performance (1-yr.): Expenses: 1.20%
Performance (1-mo.): 4.59% Total Assets: $26.79M
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Small Cap Value Fund (SCAPX)

Performance (1-yr.): 34.63% Expenses: 0.95%
Performance (1-mo.): 9.19% Total Assets: $17.49M
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Snow Capital Small Cap Value Fund (SNWAX)

Performance (1-yr.): 24.65% Expenses: 1.70%
Performance (1-mo.): 4.30% Total Assets: $118.79M
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Top Performing Small Value Funds As of 07.03.2014

Small Cap Value Fund (SCAPX)

Total Return: 9.19%

Cove Street Capital Small Cap Value Fund (CSCSX)

Total Return: 7.10%

Aegis Value Fund (AVALX)

Total Return: 6.37%

Catalyst Small Cap Insider Buying Fund (CTVAX)

Total Return: 38.94%

Small Cap Value Fund (SCAPX)

Total Return: 34.63%

Gator Focus Fund (GFFIX)

Total Return: 32.52%

Small Cap Value Fund (SCAPX)

Total Return: 23.30%

Cove Street Capital Small Cap Value Fund (CSCSX)

Total Return: 19.81%

Invesco Small Cap Value (VSCAX)

Total Return: 19.52%

* Annualized