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®

#20 Munder Veracity Small-Cap Value Fund (VSCVX)

Performance (1-yr.): 26.36% Expenses: 1.50%
Performance (1-mo.): 4.13% Total Assets: $1.02B
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#20 Perritt Ultra MicroCap Fund (PREOX)

Performance (1-yr.): 30.00% Expenses: 1.76%
Performance (1-mo.): 0.85% Total Assets: $105.29M
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#23 Columbia Small Cap Value Fund II (COVAX)

Performance (1-yr.): 25.57% Expenses: 1.33%
Performance (1-mo.): 4.43% Total Assets: $1.87B
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#23 Robeco Boston Partners Small Cap Value Fund II (BPSCX)

Performance (1-yr.): 25.36% Expenses: 1.35%
Performance (1-mo.): 3.38% Total Assets: $213.41M
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#25 James Micro Cap Fund (JMCRX)

Performance (1-yr.): 24.75% Expenses: 1.54%
Performance (1-mo.): 3.26% Total Assets: $16.26M
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#26 Northern Small Cap Value Fund (NOSGX)

Performance (1-yr.): 23.96% Expenses: 1.10%
Performance (1-mo.): 4.42% Total Assets: $2.73B
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#27 Delaware Small Cap Value Fund (DEVLX)

Performance (1-yr.): 24.85% Expenses: 1.25%
Performance (1-mo.): 4.25% Total Assets: $2.66B
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#28 Wells Fargo Advantage Special Small Cap Value Fund (ESPAX)

Performance (1-yr.): 29.30% Expenses: 1.35%
Performance (1-mo.): 4.08% Total Assets: $713.03M
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#29 Prudential Small Cap Value Fund (PZVAX)

Performance (1-yr.): 24.90% Expenses: 1.24%
Performance (1-mo.): 4.81% Total Assets: $216.9M
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#30 Dreman Contrarian Small Cap Value Fund (DRSAX)

Performance (1-yr.): 27.91% Expenses: 1.29%
Performance (1-mo.): 4.52% Total Assets: $147.69M
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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