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®

#11 Walthausen Small Cap Value Fund (WSCVX)

Performance (1-yr.): 26.49% Expenses: 1.25%
Performance (1-mo.): 4.66% Total Assets: $907.44M
See all details for WSCVX »

#12 Diamond Hill Small Cap Fund (DHSCX)

Performance (1-yr.): 25.29% Expenses: 1.33%
Performance (1-mo.): 4.15% Total Assets: $1.41B
See all details for DHSCX »

#13 Wilshire Small Company Value Portfolio (DTSVX)

Performance (1-yr.): 26.06% Expenses: 1.50%
Performance (1-mo.): 5.61% Total Assets: $34.33M
See all details for DTSVX »

#14 MFS® New Discovery Value Fund (NDVAX)

Performance (1-yr.): 22.61% Expenses: 1.45%
Performance (1-mo.): 3.67% Total Assets: $337.26M
See all details for NDVAX »

#15 Aegis Value Fund (AVALX)

Performance (1-yr.): 14.78% Expenses: 1.38%
Performance (1-mo.): 6.37% Total Assets: $265.68M
See all details for AVALX »

#16 Principal SmallCap Value Fund II (PPVIX)

Performance (1-yr.): 25.68% Expenses: 1.10%
Performance (1-mo.): 4.28% Total Assets: $1.63B
See all details for PPVIX »

#17 James Small Cap Fund (JASCX)

Performance (1-yr.): 21.46% Expenses: 1.53%
Performance (1-mo.): 2.88% Total Assets: $163.46M
See all details for JASCX »

#18 Undiscovered Managers Behavioral Value Fund (UBVAX)

Performance (1-yr.): 23.92% Expenses: 1.44%
Performance (1-mo.): 3.00% Total Assets: $1.2B
See all details for UBVAX »

#19 Nationwide U.S. Small Cap Value Fund (NWUAX)

Performance (1-yr.): 26.03% Expenses: 1.49%
Performance (1-mo.): 4.15% Total Assets: $170.22M
See all details for NWUAX »

#20 Huber Capital Small Cap Value Fund (HUSIX)

Performance (1-yr.): 19.21% Expenses: 1.86%
Performance (1-mo.): 3.79% Total Assets: $368.57M
See all details for HUSIX »

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