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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 %
0.900
0.993
37
29
20
1.500
0.000
4
3
27
1.700
0.000
74
66
64
2.570
0.000
11
10
97
0.990
0.550
70
56
36
1.100
0.541
65
44
88
1.110
1.045
91
86
1.310
0.000
97
92
100
1.500
0.046
53
74
50
1.780
0.277
68
95
96
0.830
1.453
84
92
1.500
1.650
95
90
0.500
1.275
13
10
1.310
0.000
1.330
2.198
99
100
100
1.080
0.597
48
45
18
0.850
1.439
90
96
1.250
1.082
70
33
61

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