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 Franklin Small Cap Value Fund (FRVLX)

Performance (1-yr.): 26.29% Expenses: 1.20%
Performance (1-mo.): 4.75% Total Assets: $2.46B
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#52 Columbia Small Cap Value Fund II (COVAX)

Performance (1-yr.): 29.94% Expenses: 1.32%
Performance (1-mo.): 4.79% Total Assets: $1.83B
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#53 Fidelity Advisor® Small Cap Value Fund (FCVAX)

Performance (1-yr.): 21.60% Expenses: 1.36%
Performance (1-mo.): 3.62% Total Assets: $2.98B
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#53 Munder Veracity Small-Cap Value Fund (VSCVX)

Performance (1-yr.): 32.08% Expenses: 1.50%
Performance (1-mo.): 5.64% Total Assets: $884.36M
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#55 Dreman Contrarian Small Cap Value Fund (DRSAX)

Performance (1-yr.): 29.54% Expenses: 1.29%
Performance (1-mo.): 4.45% Total Assets: $135.33M
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#56 Robeco WPG Small/Micro Cap Value Fund (WPGTX)

Performance (1-yr.): 26.24% Expenses: 1.54%
Performance (1-mo.): 2.67% Total Assets: $45.69M
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#57 American Beacon Zebra Small Cap Equity Fund (AZSAX)

Performance (1-yr.): 28.16% Expenses: 1.50%
Performance (1-mo.): 3.43% Total Assets: $18.98M
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#58 William Blair Small Cap Value Fund (WBVDX)

Performance (1-yr.): 28.20% Expenses: 1.50%
Performance (1-mo.): 4.40% Total Assets: $584.62M
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#59 ProFunds Small Cap Value Fund (SVPIX)

Performance (1-yr.): 29.24% Expenses: 1.83%
Performance (1-mo.): 4.50% Total Assets: $14.8M
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#59 Prudential Small Cap Value Fund (PZVAX)

Performance (1-yr.): 25.89% Expenses: 1.24%
Performance (1-mo.): 4.34% Total Assets: $209.61M
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Top Performing Small Value Funds As of 03.05.2014

Gator Focus Fund (GFFIX)

Total Return: 7.18%

Chou Opportunity Fund (CHOEX)

Total Return: 6.66%

Bridgeway Ultra Small Company Fund (BRUSX)

Total Return: 6.47%

Perritt Ultra MicroCap Fund (PREOX)

Total Return: 47.65%

Bridgeway Ultra Small Company Fund (BRUSX)

Total Return: 46.93%

Catalyst Small Cap Insider Buying Fund (CTVAX)

Total Return: 41.64%

Small Cap Value Fund (SCAPX)

Total Return: 19.74%

Cove Street Capital Small Cap Value Fund (CSCSX)

Total Return: 19.65%

Skyline Special Equities Portfolio (SKSEX)

Total Return: 18.21%

* Annualized