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®

#31 Bridgeway Small Cap Value Fund (BRSVX)

Performance (1-yr.): 20.62% Expenses: 1.03%
Performance (1-mo.): 3.50% Total Assets: $85.86M
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#32 CornerCap Small Cap Value Fund (CSCVX)

Performance (1-yr.): 27.25% Expenses: 1.31%
Performance (1-mo.): 3.94% Total Assets: $62.48M
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#33 Cove Street Capital Small Cap Value Fund (CSCSX)

Performance (1-yr.): 22.72% Expenses: 1.70%
Performance (1-mo.): 7.10% Total Assets: $60.26M
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#34 Putnam Small Cap Value Fund (PSLAX)

Performance (1-yr.): 22.65% Expenses: 1.41%
Performance (1-mo.): 3.51% Total Assets: $313.96M
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#35 Franklin Small Cap Value Fund (FRVLX)

Performance (1-yr.): 25.29% Expenses: 1.20%
Performance (1-mo.): 4.04% Total Assets: $2.7B
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#36 Federated Clover Small Value Fund (VSFAX)

Performance (1-yr.): 24.75% Expenses: 1.29%
Performance (1-mo.): 4.73% Total Assets: $717.5M
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#37 Dean Small Cap Value Fund (DASCX)

Performance (1-yr.): 22.25% Expenses: 1.25%
Performance (1-mo.): 4.74% Total Assets: $138.04M
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#38 Heartland Value Fund Class Institutional (HRTVX)

Performance (1-yr.): 31.51% Expenses: 1.08%
Performance (1-mo.): 5.46% Total Assets: $1.3B
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#38 Royce Opportunity Fund (RYPNX)

Performance (1-yr.): 24.76% Expenses: 1.17%
Performance (1-mo.): 3.89% Total Assets: $2.6B
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#40 AllianzGI NFJ Small-Cap Value Fund (PCVAX)

Performance (1-yr.): 24.36% Expenses: 1.17%
Performance (1-mo.): 3.92% Total Assets: $7.96B
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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