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 CornerCap Small Cap Value Fund (CSCVX)

Performance (1-yr.): 33.18% Expenses: 1.31%
Performance (1-mo.): 2.85% Total Assets: $59.82M
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#42 ProFunds Small Cap Value Fund (SVPIX)

Performance (1-yr.): 25.59% Expenses: 1.83%
Performance (1-mo.): 1.08% Total Assets: $14.0M
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#43 Tocqueville Select Fund (TSELX)

Performance (1-yr.): 21.53% Expenses: 1.35%
Performance (1-mo.): 0.07% Total Assets: $102.79M
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#44 JPMorgan Small Cap Value Fund (PSOAX)

Performance (1-yr.): 21.98% Expenses: 1.30%
Performance (1-mo.): 0.63% Total Assets: $1.52B
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#45 Dreman Contrarian Small Cap Value Fund (DRSAX)

Performance (1-yr.): 25.73% Expenses: 1.29%
Performance (1-mo.): 2.13% Total Assets: $139.24M
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#45 James Micro Cap Fund (JMCRX)

Performance (1-yr.): 25.13% Expenses: 1.54%
Performance (1-mo.): 1.67% Total Assets: $16.32M
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#45 Optimum Small-Mid Cap Value Fund (OASVX)

Performance (1-yr.): 21.85% Expenses: 1.65%
Performance (1-mo.): 0.47% Total Assets: $466.17M
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#48 DGHM V2000 SmallCap Value Fund (DGIVX)

Performance (1-yr.): 21.80% Expenses: 0.98%
Performance (1-mo.): 1.45% Total Assets: $7.7M
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#48 Westcore Small Cap Value Dividend Fund (WTSVX)

Performance (1-yr.): 20.75% Expenses: 1.31%
Performance (1-mo.): 0.92% Total Assets: $366.31M
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#50 Delaware Small Cap Value Fund (DEVLX)

Performance (1-yr.): 21.49% Expenses: 1.25%
Performance (1-mo.): 1.37% Total Assets: $2.49B
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Top Performing Small Value Funds As of 04.22.2014

Heartland Value Plus Fund Class Institutional (HRVIX)

Total Return: 3.48%

Robeco WPG Small/Micro Cap Value Fund (WPGTX)

Total Return: 3.21%

WHV/Seizert Small Cap Value Equity Fund (WVSAX)

Total Return: 3.17%

Perritt Ultra MicroCap Fund (PREOX)

Total Return: 41.02%

Royce Opportunity Select Fund (ROSFX)

Total Return: 37.40%

Towle Deep Value Fund (TDVFX)

Total Return: 35.17%

Small Cap Value Fund (SCAPX)

Total Return: 19.25%

Cove Street Capital Small Cap Value Fund (CSCSX)

Total Return: 18.65%

Skyline Special Equities Portfolio (SKSEX)

Total Return: 18.29%

* Annualized