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.): 4.23% Total Assets: $1.23M
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Touchstone Small Cap Value Fund (TVOAX)

Performance (1-yr.): 21.23% Expenses: 1.38%
Performance (1-mo.): 4.04% Total Assets: $83.53M
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Towle Deep Value Fund (TDVFX)

Performance (1-yr.): 28.47% Expenses: 1.20%
Performance (1-mo.): 1.02% Total Assets: $61.24M
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Transamerica Small Cap Value Fund (TSLAX)

Performance (1-yr.): 20.83% Expenses: 1.52%
Performance (1-mo.): 3.80% Total Assets: $757.14M
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VALIC Company II Small Cap Value Fund (VCSVX)

Performance (1-yr.): 22.67% Expenses: 0.95%
Performance (1-mo.): 4.85% Total Assets: $566.52M
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VALIC Company I Small Cap Special Values Fund (VSSVX)

Performance (1-yr.): 29.45% Expenses: 0.90%
Performance (1-mo.): 4.33% Total Assets: $258.61M
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Vanguard Small Cap Value Index Fund (VISVX)

Performance (1-yr.): 28.04% Expenses: 0.24%
Performance (1-mo.): 4.29% Total Assets: $13.82B
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Vericimetry U.S. Small Cap Value Fund (VYSVX)

Performance (1-yr.): 26.47% Expenses: 0.60%
Performance (1-mo.): 4.18% Total Assets: $164.99M
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VY Columbia Small Cap Value II Portfolio (ICISX)

Performance (1-yr.): 25.73% Expenses: 0.86%
Performance (1-mo.): 4.28% Total Assets: $207.01M
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Wells Fargo Advantage Small Company Value Fund (SCVAX)

Performance (1-yr.): 21.94% Expenses: 1.40%
Performance (1-mo.): 4.08% Total Assets: $113.8M
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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