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 |
#52 Ancora MicroCap Fund (ANCCX)
| Performance (1-yr.): 16.45% | Expenses: 2.87% |
| Performance (1-mo.): 0.98% | Total Assets: $9.1M |
#52 Federated Clover Small Value Fund (VSFAX)
| Performance (1-yr.): 17.48% | Expenses: 1.29% |
| Performance (1-mo.): 0.60% | Total Assets: $406.77M |
#54 Schneider Small Cap Value Fund (SCMVX)
| Performance (1-yr.): 27.84% | Expenses: 1.15% |
| Performance (1-mo.): 2.74% | Total Assets: $72.39M |
#55 Putnam Small Cap Value Fund (PSLAX)
| Performance (1-yr.): 17.18% | Expenses: 1.40% |
| Performance (1-mo.): 0.48% | Total Assets: $176.91M |
#55 Touchstone Small Cap Value Fund (TVOAX)
| Performance (1-yr.): 17.47% | Expenses: 1.44% |
| Performance (1-mo.): 1.48% | Total Assets: $36.23M |
#55 Victory Small Company Opportunity Fund (SSGSX)
| Performance (1-yr.): 12.09% | Expenses: 1.38% |
| Performance (1-mo.): 2.09% | Total Assets: $1.56B |
#58 Intrepid Small Cap Fund (ICMAX)
| Performance (1-yr.): 8.07% | Expenses: 1.41% |
| Performance (1-mo.): 0.91% | Total Assets: $699.78M |
#59 CornerCap Small Cap Value Fund (CSCVX)
| Performance (1-yr.): 14.46% | Expenses: 1.31% |
| Performance (1-mo.): 1.02% | Total Assets: $40.06M |
#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 |
