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Small Value Funds

 

  5 stars funds

Oceanstone Fund fundInvesco Special Value Y fundAllianz NFJ Small Cap Value Admin fund
Allianz NFJ Small Cap Value Instl fundWalthausen Small Cap Value fundSouthernSun Small Cap Instl fund
Huber Capital Small Cap Value Inv fund

  

Small Value Funds

 

  4 stars funds

Fidelity Small Cap Value F fundIntrepid Small Cap Instl fundAmerican Century Small Cap Value Instl fund
American Century Small Cap Value Inv fundBerwyn fundConsulting Group Small Cap Value Equity fund
Delaware Small Cap Value Instl fundDelaware Small Cap Value R fundFifth Third Micro Cap Value Instl fund
Goldman Sachs Small Cap Value Inst fundGoldman Sachs Small Cap Value Svc fundHeartland Value Plus fund
Homestead Small Company Stock fundING Amer Cent Sm-Md Cap Value Port Adv fundING Amer Cent Sm-Md Cap Value Port I fund
ING Amer Cent Sm-Md Cap Value Port S fundJames Small Cap fundPerkins Small Cap Value S fund
Perkins Small Cap Value L fundPerkins Small Cap Value T fundInvesco US Small Cap Value C fund
Invesco US Small Cap Value B fundInvesco US Small Cap Value A fundInvesco US Small Cap Value Y fund
Invesco Special Value A fundInvesco Special Value B fundInvesco Special Value C fund
Allianz NFJ Small Cap Value A fundAllianz NFJ Small Cap Value B fundAllianz NFJ Small Cap Value C fund
Allianz NFJ Small Cap Value D fundAllianz NFJ Small Cap Value R fundTarget Small Capitalization Value T fund
Invesco Van Kampen SmallCapValue A fundInvesco Van Kampen SmallCapValue B fundInvesco Van Kampen SmallCapValue C fund
Victory Small Company Opportunity R fundFidelity Advisor Small Cap Value I fundFidelity Small Cap Value fund
Queens Road Small Cap Value fundPerkins Small Cap Value D fundFidelity Advisor Small Cap Value C fund
Franklin MicroCap Value Adv fundGoldman Sachs Structured Sm Cap Val I fundIntrepid Small Cap fund
Perkins Small Cap Value R fundPerkins Small Cap Value I fundJHVIT Small Cap Value Trust Ser I fund
Royce Opportunity R fundTarget Small Capitalization Value R fundAdirondack Small Cap fund
Undiscovered Mgrs Behavioral Value B fundUndiscovered Mgrs Behavioral Value C fundInvesco Van Kampen SmallCapValue Y fund
SouthernSun Small Cap Investor fundAncora MicroCap C fundAncora MicroCap D fund
JHFunds2 Small Cap Value NAV fundRoyce Opportunity K fund

  

Small Value Funds

 

  3 stars funds

American Beacon Small Cp Val A fundAmerican Beacon Small Cp Val Y fundAmerican Century Small Cap Value R fund
American Beacon Small Cp Val R fundAmerican Century Small Cap Value C fundSterling Capital Small Cap Value C fund
Sterling Capital Small Cap Value R fundSterling Capital Small Cap Value A fundSterling Capital Small Cap Value B fund
DFA US Targeted Value R2 fundFederated Clover Small Value Instl fundFederated Clover Small Value C fund
HighMark Cognitive Value A fundING Amer Cent Sm-Md Cap Value Port S2 fundColumbia Multi-Advisor Sm Cp Val A fund
Columbia Multi-Advisor Sm Cp Val B fundColumbia Multi-Advisor Sm Cp Val C fundAmerican Beacon Small Cp Val AMR fund
American Beacon Small Cp Val Inst fundAmerican Beacon Small Cp Val Inv fundAmerican Beacon Small Cp Val Adv fund
American Century Small Cap Value A fundAmerican Beacon Small Cp Val C fundRobeco Small Cap Value II Instl fund
Robeco Small Cap Value II Inv fundCNI Charter CSC Small Cap Value N fundColumbia Small Cap Value Fund I Class A fund
Columbia Small Cap Value Fund I Class B fundColumbia Small Cap Value Fund I Class C fundColumbia Small Cap Value Fund I Class Z fund
Delaware Optimum Small-Mid Cap Val C fundDelaware Optimum Small-Mid Cap Val Instl fundDelaware Small Cap Value A fund
Delaware Small Cap Value B fundDelaware Small Cap Value C fundDiamond Hill Small Cap A fund
Diamond Hill Small Cap C fundDFA US Small Cap Value I fundDFA US Targeted Value I fund
Wells Fargo Advantage Spec SmCp Val A fundWells Fargo Advantage Spec SmCp Val B fundWells Fargo Advantage Spec SmCp Val C fund
Wells Fargo Advantage Spec SmCp Val Adm fundFifth Third Micro Cap Value Inv A fundFifth Third Micro Cap Value Inv B fund
Fifth Third Micro Cap Value Inv C fundFifth Third Small Cap Value A fundFifth Third Small Cap Value B fund
Fifth Third Small Cap Value C fundFifth Third Small Cap Value Instl fundFranklin MicroCap Value A fund
Franklin Small Cap Value Adv fundFranklin Small Cap Value R fundGoldman Sachs Small Cap Value A fund
Goldman Sachs Small Cap Value B fundGoldman Sachs Small Cap Value C fundHeartland Value fund
HighMark Small Cap Value Fid fundHotchkis and Wiley Small Cap Value I fundColumbia Small Cap Value Fund I Class Y fund
Columbia Multi-Advisor Sm Cp Val Z fundColumbia Small Cap Value Fund I Class R fundWells Fargo Advantage Spec SmCp Val I fund
MEMBERS Small Cap A fundNorthern Small Cap Value fundJPMorgan Small Cap Value Select fund
SEI Instl Mgd Small Cap Value A fundDWS Dreman Small Cap Value A fundDWS Dreman Small Cap Value B fund
DWS Dreman Small Cap Value C fundDWS Dreman Small Cap Value Instl fundGuggenheim Mid Cap Value A fund
Guggenheim Mid Cap Value B fundGuggenheim Mid Cap Value C fundSkyline Special Equities fund
Sterling Capital Small Cap Value I fundPrudential Small Cap Value A fundPrudential Small Cap Value B fund
Prudential Small Cap Value C fundRBC Microcap Value S fundUndiscovered Mgrs Behavioral Value Inst fund
Maxim Small Cap Value fundVanguard Small Cap Value Index Instl fundVanguard Small Cap Value Index Inv fund
Victory Small Company Opportunity A fundWilliam Blair Small Cap Value I fundWilliam Blair Small Cap Value N fund
Diamond Hill Small Cap I fundHighMark Cognitive Value M fundPinnacle Value fund
Munder Veracity Small-Cap Value A fundWestcore Small-Cap Value fundPrincipal SmallCap Value II J fund
Columbia Small Cap Value II Z fundColumbia Small Cap Value II R fundColumbia Small Cap Value II B fund
Columbia Small Cap Value II C fundDreman Contrarian Small Cap Value R fundFidelity Advisor Small Cap Value A fund
Fidelity Advisor Small Cap Value B fundFidelity Advisor Small Cap Value T fundGoldman Sachs Structured Sm Cap Val A fund
Goldman Sachs Structured Sm Cap Val B fundGoldman Sachs Structured Sm Cap Val C fundHarbor Small Company Value Adm fund
Harbor Small Company Value Instl fundHarbor Small Company Value Inv fundHighMark Cognitive Value C fund
HighMark Cognitive Value Fid fundING Columbia SmallCap Value II Port S fundING Columbia SmallCap Value II Port I fund
ING Columbia SmallCap Value II Port Adv fundPerkins Small Cap Value A fundPerkins Small Cap Value C fund
JPMorgan Small Cap Value R6 fundJPMorgan Small Cap Value R5 fundMassMutual Select Small Cap Val Eq S fund
MEMBERS Small Cap B fundFrontegra Phocas Small Cap Value L fundColumbia Multi-Advisor Sm Cp Val R5 fund
Columbia Multi-Advisor Sm Cp Val R4 fundColumbia Multi-Advisor Sm Cp Val R3 fundColumbia Multi-Advisor Sm Cp Val R fund
SEI Instl Mgd Small Cap Value I fundUndiscovered Mgrs Behavioral Value A fundMunder Veracity Small-Cap Value Y fund
Victory Small Company Opportunity I fundWestcore Small-Cap Value Institutional fundAllianz NFJ Small Cap Value P fund
DFA US Targeted Value R1 fundGoldman Sachs Small Cap Value R fundGoldman Sachs Small Cap Value IR fund
Goldman Sachs Structured Sm Cap Val R fundGoldman Sachs Structured Sm Cap Val IR fundHeartland Value Inst fund
Nationwide US Small Cap Value Instl fundNationwide US Small Cap Value Instl Svc fund

  

Small Value Funds

 

  2 stars funds

Dreman Contrarian Small Cap Value A fundFederated Clover Small Value A fundING Columbia SmallCap Value II Port S2 fund
Aegis Value fundCornerCap Small Cap Value fundDean Small Cap Value fund
Delaware Optimum Small-Mid Cap Val A fundDelaware Optimum Small-Mid Cap Val B fundDFA Tax-Managed US Targeted Value fund
Dreyfus Small Cap I fundFranklin Small Cap Value A fundFranklin Small Cap Value B fund
Franklin Small Cap Value C fundHighMark Small Cap Value Retail A fundHighMark Small Cap Value Retail B fund
HighMark Small Cap Value Retail C fundHotchkis and Wiley Small Cap Value A fundHotchkis and Wiley Small Cap Value C fund
Wells Fargo Advantage Small Co Value I fundJPMorgan Small Cap Value A fundJPMorgan Small Cap Value B fund
JPMorgan Small Cap Value C fundPrincipal SmallCap Value I R3 fundPrincipal SmallCap Value I R2 fund
Principal SmallCap Value I Inst fundPrincipal SmallCap Value I R5 fundPrincipal SmallCap Value I R4 fund
Principal SmallCap Value R3 fundPrincipal SmallCap Value R2 fundPrincipal SmallCap Value J fund
Principal SmallCap Value R5 fundPrincipal SmallCap Value R4 fundProFunds Small Cap Value Inv fund
Royce Opportunity Svc fundRoyce Opportunity Instl fundRoyce Opportunity Invmt fund
Rydex S&P MidCap 400 Pure Value H fundRBC Microcap Value A fundRBC Microcap Value C fund
Wells Fargo Advantage Small Co Value A fundWells Fargo Advantage Small Co Value B fundWells Fargo Advantage Small Co Value C fund
Wells Fargo Advantage Small Co Value Adm fundWilshire Small Company Value Instl fundWilshire Small Company Value Invmt fund
DWS Dreman Small Cap Value S fundNuveen NWQ Small Cap Value C fundPrincipal SmallCap Value II R3 fund
Putnam Small Cap Value Y fundRobeco WPG Small/Micro Cap Value fundNuveen NWQ Small Cap Value R3 fund
Putnam Small Cap Value R fundAncora Special Opportunity C fundAncora Special Opportunity D fund
Columbia Small Cap Value II A fundDunham Small Cap Value A fundDunham Small Cap Value C fund
Dunham Small Cap Value N fundMassMutual Select Small Cap Val Eq A fundMassMutual Select Small Cap Val Eq L fund
MassMutual Select Small Cap Val Eq N fundMassMutual Select Small Cap Val Eq Y fundNuveen NWQ Small Cap Value A fund
Nuveen NWQ Small Cap Value I fundPrincipal SmallCap Value II Inst fundPrincipal SmallCap Value C fund
Principal SmallCap Value II R1 fundPrincipal SmallCap Value II R2 fundPrincipal SmallCap Value II R5 fund
Principal SmallCap Value I R1 fundPrincipal SmallCap Value II R4 fundPrincipal SmallCap Value R1 fund
Principal SmallCap Value Inst fundPrincipal SmallCap Value A fundPrincipal SmallCap Value B fund
RiverSource Disciplined Sm Cp Val C fundRoyce Opportunity Consult fundRydex S&P MidCap 400 Pure Value C fund
Rydex S&P MidCap 400 Pure Value A fundRydex S&P SmallCap 600 Pure Value H fundRydex S&P SmallCap 600 Pure Value C fund
VALIC Company I Small Cap Special Val fundVALIC Company II Small Cap Value fundDreman Contrarian Small Cap Value I fund
Heartland Value Plus Inst fundJPMorgan Small Cap Value R2 fundNationwide US Small Cap Value A fund
Nationwide US Small Cap Value C fundRiverSource Disciplined Sm Cp Val I fund

  

Small Value Funds

 

  1 stars funds

Dreyfus Small Cap A fundDreyfus Small Cap B fundDreyfus Small Cap C fund
ProFunds Small Cap Value Svc fundPutnam Small Cap Value A fundPutnam Small Cap Value B fund
Putnam Small Cap Value C fundPutnam Small Cap Value M fundSchneider Small Cap Value fund
AssetMark Enhanced Fdmtl Idx Sm Co Val fundRiverSource Disciplined Sm Cp Val A fundRydex S&P SmallCap 600 Pure Value A fund
Guggenheim Mid Cap Value Inst fund

  

Small Value Funds

 

Funds not rated by Morningstar

Cullen Small Cap Value Retail fundHodges Pure Contrarian Retl fundCullen Small Cap Value C fund
Cullen Small Cap Value I fundJames Micro Cap fundASTON/River Road Independent Value N fund