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®

#61 Guggenheim Mid Cap Value Fund (SEVAX)

Performance (1-yr.): 22.89% Expenses: 1.39%
Performance (1-mo.): 3.73% Total Assets: $1.35B
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#62 Ancora MicroCap Fund (ANCCX)

Performance (1-yr.): 20.85% Expenses: 2.59%
Performance (1-mo.): 4.12% Total Assets: $12.43M
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#63 Ancora Special Opportunity Fund (ANSCX)

Performance (1-yr.): 15.35% Expenses: 3.05%
Performance (1-mo.): 3.00% Total Assets: $11.5M
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#64 American Beacon Small Cap Value Fund (ABSAX)

Performance (1-yr.): 25.12% Expenses: 1.24%
Performance (1-mo.): 4.54% Total Assets: $5.77B
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#65 Rydex Series S&P SmallCap 600 Pure Value Fund (RYSVX)

Performance (1-yr.): 24.62% Expenses: 1.53%
Performance (1-mo.): 3.89% Total Assets: $14.29M
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#66 Guggenheim Mid Cap Value Institutional Fund (SVUIX)

Performance (1-yr.): 22.71% Expenses: 1.01%
Performance (1-mo.): 3.71% Total Assets: $636.81M
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#67 Catalyst Small Cap Insider Buying Fund (CTVAX)

Performance (1-yr.): 38.94% Expenses: 1.66%
Performance (1-mo.): 4.75% Total Assets: $96.47M
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#67 Columbia Small Cap Value Fund I (CSMIX)

Performance (1-yr.): 23.73% Expenses: 1.32%
Performance (1-mo.): 4.11% Total Assets: $1.37B
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#69 Perkins Small Capital Value Fund (JDSAX)

Performance (1-yr.): 20.92% Expenses: 1.00%
Performance (1-mo.): 4.37% Total Assets: $1.99B
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#70 American Century Investments Small Cap Value Fund (ACSCX)

Performance (1-yr.): 22.55% Expenses: 1.67%
Performance (1-mo.): 4.49% Total Assets: $2.18B
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Top Performing Small Value Funds As of 07.03.2014

Small Cap Value Fund (SCAPX)

Total Return: 9.19%

Cove Street Capital Small Cap Value Fund (CSCSX)

Total Return: 7.10%

Aegis Value Fund (AVALX)

Total Return: 6.37%

Catalyst Small Cap Insider Buying Fund (CTVAX)

Total Return: 38.94%

Small Cap Value Fund (SCAPX)

Total Return: 34.63%

Gator Focus Fund (GFFIX)

Total Return: 32.52%

Small Cap Value Fund (SCAPX)

Total Return: 23.30%

Cove Street Capital Small Cap Value Fund (CSCSX)

Total Return: 19.81%

Invesco Small Cap Value (VSCAX)

Total Return: 19.52%

* Annualized