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®

#71 Ivy Small Cap Value Fund (IYSAX)

Performance (1-yr.): 21.77% Expenses: 1.78%
Performance (1-mo.): 4.61% Total Assets: $296.35M
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#72 Optimum Small-Mid Cap Value Fund (OASVX)

Performance (1-yr.): 22.80% Expenses: 1.65%
Performance (1-mo.): 3.64% Total Assets: $498.99M
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#73 Intrepid Small Cap Fund (ICMAX)

Performance (1-yr.): 12.22% Expenses: 1.40%
Performance (1-mo.): 0.98% Total Assets: $686.27M
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#74 ASTON/River Road Independent Value Fund (ARIVX)

Performance (1-yr.): 8.83% Expenses: 1.47%
Performance (1-mo.): 3.59% Total Assets: $714.98M
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#75 DWS Small Cap Value Fund (KDSAX)

Performance (1-yr.): 16.70% Expenses: 1.22%
Performance (1-mo.): 2.30% Total Assets: $1.27B
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American Beacon Small Cap Value II Fund (ABBYX)

Performance (1-yr.): 23.09% Expenses: 1.10%
Performance (1-mo.): 4.15% Total Assets: $8.71M
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AQR Small Cap Core Equity Fund (QSMNX)

Performance (1-yr.): 23.16% Expenses: 1.18%
Performance (1-mo.): 4.46% Total Assets: $8.29M
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AXA/Horizon Small Cap Value Portfolio (None)

Performance (1-yr.): Expenses: 1.25%
Performance (1-mo.): 4.42% Total Assets: $162.05M
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AXA/Pacific Global Small Cap Value Portfolio (None)

Performance (1-yr.): Expenses: 1.25%
Performance (1-mo.): 2.94% Total Assets: $158.56M
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Birmiwal Oasis Fund (BIRMX)

Performance (1-yr.): 13.63% Expenses: 0.66%
Performance (1-mo.): 0.77% Total Assets: $7.31M
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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