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®

#40 Keeley Small Cap Dividend Value Fund (KSDVX)

Performance (1-yr.): 16.16% Expenses: 1.40%
Performance (1-mo.): 3.82% Total Assets: $170.94M
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#40 SEI Institutional Managed Trust Small Cap Value Portfolio Fund (SESVX)

Performance (1-yr.): 21.74% Expenses: 1.15%
Performance (1-mo.): 3.98% Total Assets: $421.28M
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#40 Victory Small Company Opportunity Fund (SSGSX)

Performance (1-yr.): 24.55% Expenses: 1.35%
Performance (1-mo.): 4.17% Total Assets: $2.29B
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#44 Franklin MicroCap Value Fund (FRMCX)

Performance (1-yr.): 15.67% Expenses: 1.17%
Performance (1-mo.): 0.98% Total Assets: $552.21M
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#44 ProFunds Small Cap Value Fund (SVPIX)

Performance (1-yr.): 22.72% Expenses: 1.83%
Performance (1-mo.): 3.57% Total Assets: $12.41M
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#46 Tocqueville Select Fund (TSELX)

Performance (1-yr.): 24.29% Expenses: 1.35%
Performance (1-mo.): 3.46% Total Assets: $112.53M
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#47 Third Avenue Small Cap Value Fund (TASCX)

Performance (1-yr.): 22.90% Expenses: 1.12%
Performance (1-mo.): 4.87% Total Assets: $601.32M
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#48 JPMorgan Small Cap Value Fund (PSOAX)

Performance (1-yr.): 21.24% Expenses: 1.30%
Performance (1-mo.): 5.05% Total Assets: $1.56B
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#49 William Blair Small Cap Value Fund (WBVDX)

Performance (1-yr.): 21.62% Expenses: 1.50%
Performance (1-mo.): 3.77% Total Assets: $604.29M
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#50 Fidelity Advisor® Small Cap Value Fund (FCVAX)

Performance (1-yr.): 22.09% Expenses: 1.36%
Performance (1-mo.): 4.01% Total Assets: $3.06B
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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