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®

#51 Royce Opportunity Fund (RYPNX)

Performance (1-yr.): 18.92% Expenses: 1.17%
Performance (1-mo.): 1.11% Total Assets: $2.13B
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#52 Ancora MicroCap Fund (ANCCX)

Performance (1-yr.): 16.45% Expenses: 2.87%
Performance (1-mo.): 0.98% Total Assets: $9.1M
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#52 Federated Clover Small Value Fund (VSFAX)

Performance (1-yr.): 17.48% Expenses: 1.29%
Performance (1-mo.): 0.60% Total Assets: $406.77M
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#54 Schneider Small Cap Value Fund (SCMVX)

Performance (1-yr.): 27.84% Expenses: 1.15%
Performance (1-mo.): 2.74% Total Assets: $72.39M
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#55 Putnam Small Cap Value Fund (PSLAX)

Performance (1-yr.): 17.18% Expenses: 1.40%
Performance (1-mo.): 0.48% Total Assets: $176.91M
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#55 Touchstone Small Cap Value Fund (TVOAX)

Performance (1-yr.): 17.47% Expenses: 1.44%
Performance (1-mo.): 1.48% Total Assets: $36.23M
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#55 Victory Small Company Opportunity Fund (SSGSX)

Performance (1-yr.): 12.09% Expenses: 1.38%
Performance (1-mo.): 2.09% Total Assets: $1.56B
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#58 Intrepid Small Cap Fund (ICMAX)

Performance (1-yr.): 8.07% Expenses: 1.41%
Performance (1-mo.): 0.91% Total Assets: $699.78M
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#59 CornerCap Small Cap Value Fund (CSCVX)

Performance (1-yr.): 14.46% Expenses: 1.31%
Performance (1-mo.): 1.02% Total Assets: $40.06M
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#60 American Century Small Cap Value Fund (ACSCX)

Performance (1-yr.): 17.48% Expenses: 1.70%
Performance (1-mo.): 0.43% Total Assets: $2.01B
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Top Performing Small Value Funds as of 05.03.2013

Chou Opportunity Fund (CHOEX)

Total Return: 7.74%

Birmiwal Oasis Fund (BIRMX)

Total Return: 6.80%

Principal Small-MidCap Dividend Income Fund (PMDAX)

Total Return: 2.33%

Chou Opportunity Fund (CHOEX)

Total Return: 38.51%

Small Cap Value Fund (SCAPX)

Total Return: 31.55%

Aegis Value Fund (AVALX)

Total Return: 30.57%

Huber Capital Small Cap Value Fund (HUSIX)

Total Return: 19.46%

Walthausen Small Cap Value Fund (WSCVX)

Total Return: 16.42%

Undiscovered Managers Behavioral Value Fund (UBVAX)

Total Return: 15.69%

* annualized