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Small Value Funds

Small-value funds invest in stocks of small companies that are less expensive or growing more slowly than the other small-cap stocks. 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).

Fund Name
Adjusted Expense Ratio %
12 Month Yield %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
0.830
1.098
53
48
28
1.500
0.000
4
3
27
1.740
0.000
55
59
50
2.370
0.000
6
7
91
1.040
0.157
72
44
86
1.100
1.013
77
64
1.310
0.000
97
99
100
1.500
0.053
91
87
76
1.780
0.299
68
91
96
0.830
1.521
85
89
1.370
1.694
82
79
1.300
0.000
1.320
1.111
95
100
99
1.070
0.647
58
45
26
0.850
1.512
92
95
1.250
0.957
65
43
52

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