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®

Thomson Horstmann & Bryant Small Cap Value Fund (THBLX)

Performance (1-yr.): Expenses: 1.00%
Performance (1-mo.): 4.27% Total Assets: $1.21M
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Towle Deep Value Fund (TDVFX)

Performance (1-yr.): 39.47% Expenses: 1.20%
Performance (1-mo.): 3.82% Total Assets: $49.15M
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Transamerica Small Cap Value Fund (TSLAX)

Performance (1-yr.): 26.11% Expenses: 1.36%
Performance (1-mo.): 3.75% Total Assets: $722.45M
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VALIC Company II Small Cap Value Fund (VCSVX)

Performance (1-yr.): 26.39% Expenses: 0.95%
Performance (1-mo.): 4.42% Total Assets: $558.27M
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VALIC Company I Small Cap Special Values Fund (VSSVX)

Performance (1-yr.): 33.29% Expenses: 0.90%
Performance (1-mo.): 5.21% Total Assets: $257.29M
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Vericimetry U.S. Small Cap Value Fund (VYSVX)

Performance (1-yr.): 34.09% Expenses: 0.60%
Performance (1-mo.): 4.51% Total Assets: $136.34M
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WHV/Seizert Small Cap Value Equity Fund (WVSAX)

Performance (1-yr.): Expenses: 1.46%
Performance (1-mo.): 3.47% Total Assets: $1.51M
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William Blair Small-Mid Cap Value Fund (WSMIX)

Performance (1-yr.): 26.37% Expenses: 1.15%
Performance (1-mo.): 4.35% Total Assets: $2.81M
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Top Performing Small Value Funds As of 03.05.2014

Gator Focus Fund (GFFIX)

Total Return: 7.18%

Chou Opportunity Fund (CHOEX)

Total Return: 6.66%

Bridgeway Ultra Small Company Fund (BRUSX)

Total Return: 6.47%

Perritt Ultra MicroCap Fund (PREOX)

Total Return: 47.65%

Bridgeway Ultra Small Company Fund (BRUSX)

Total Return: 46.93%

Catalyst Small Cap Insider Buying Fund (CTVAX)

Total Return: 41.64%

Small Cap Value Fund (SCAPX)

Total Return: 19.74%

Cove Street Capital Small Cap Value Fund (CSCSX)

Total Return: 19.65%

Skyline Special Equities Portfolio (SKSEX)

Total Return: 18.21%

* Annualized