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®
#50 Wilshire Small Company Value Portfolio (DTSVX)
| Performance (1-yr.): 35.45% | Expenses: 1.50% |
| Performance (1-mo.): 4.99% | Total Assets: $27.45M |
#52 William Blair Small Cap Value Fund (WBVDX)
| Performance (1-yr.): 30.20% | Expenses: 1.50% |
| Performance (1-mo.): 3.61% | Total Assets: $305.66M |
#53 CornerCap Small Cap Value Fund (CSCVX)
| Performance (1-yr.): 29.02% | Expenses: 1.31% |
| Performance (1-mo.): 5.59% | Total Assets: $44.24M |
#54 Ivy Small Cap Value Fund (IYSAX)
| Performance (1-yr.): 34.57% | Expenses: 1.90% |
| Performance (1-mo.): 3.31% | Total Assets: $273.39M |
#55 Heartland Value Fund Class Institutional (HRTVX)
| Performance (1-yr.): 24.51% | Expenses: 1.16% |
| Performance (1-mo.): 4.81% | Total Assets: $1.17B |
#56 Ancora MicroCap Fund (ANCCX)
| Performance (1-yr.): 26.88% | Expenses: 2.87% |
| Performance (1-mo.): 3.64% | Total Assets: $9.56M |
#56 Putnam Small Cap Value Fund (PSLAX)
| Performance (1-yr.): 30.86% | Expenses: 1.40% |
| Performance (1-mo.): 4.79% | Total Assets: $178.61M |
#58 American Century Small Cap Value Fund (ACSCX)
| Performance (1-yr.): 29.61% | Expenses: 1.70% |
| Performance (1-mo.): 3.53% | Total Assets: $2.08B |
#59 HighMark Cognitive Value Fund (HCLAX)
| Performance (1-yr.): 28.10% | Expenses: 1.48% |
| Performance (1-mo.): 2.19% | Total Assets: $93.65M |
#59 ProFunds Small Cap Value Fund (SVPIX)
| Performance (1-yr.): 31.34% | Expenses: 1.83% |
| Performance (1-mo.): 4.18% | Total Assets: $39.5M |
