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CornerCap Small Cap Value (CSCVX) Fund Ranking and Research

Ranking, Research and Recommendation of CornerCap Small Cap Value (CSCVX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of CornerCap Small Cap Value Fund (CSCVX) ManagerFund Manager - Jeffrey Pierce Moeller

Fund Manager Information

Fund Manager Tenure: 14.6 years
Fund Family: CornerCap
Fund Category: Small Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)

 

Graph of CornerCap Small Cap Value Fund (CSCVX) ProfileCornerCap Small Cap Value Fund (CSCVX) Profile

Fund Profile and Description

CornerCap Small Cap Value Fund seeks long-term capital appreciation; income is a secondary consideration. CornerCap Small Cap Value Fund normally invests more than 80% of assets in small-cap U.S. companies. Under normal circumstances, it invests in common stocks that the Adviser believes are attractively valued relative to their growth potential or undervalued in the market.

 

CornerCap Small Cap Value (CSCVX) Fund Strength What we like about CornerCap Small Cap Value (CSCVX) Fund

Data for CornerCap Small Cap Value Fund (CSCVX) as of May 30, 2016

  • CornerCap Small Cap Value Fund (CSCVX) management has been with CornerCap Small Cap Value Fund for 14.6 years
  • CornerCap Small Cap Value Fund (CSCVX) has good short-term performance (1-year return 1.57% vs -3.44% Small Value category median performance)
  • CornerCap Small Cap Value Fund (CSCVX) has good mid-term performance (3-year return 11.11% vs 6.26% Small Value category median performance)
  • CornerCap Small Cap Value Fund (CSCVX) has good Long-term performance (5-year return 9.49% vs 7.71% Small Value category median performance)
  • CornerCap Small Cap Value Fund (CSCVX) has a Morningstar rating of 4 and above
  • Asset base in CornerCap Small Cap Value Fund (CSCVX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • CornerCap Small Cap Value Fund (CSCVX) has a lower expense ratio than its Small Value average: 1.30% vs 1.33%
  • CornerCap Small Cap Value Fund (CSCVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

CornerCap Small Cap Value Fund (CSCVX) Weakness What we are cautious about CornerCap Small Cap Value (CSCVX) Fund

Data for CornerCap Small Cap Value Fund (CSCVX) as of May 30, 2016

  • CornerCap Small Cap Value Fund (CSCVX) ratio of up-years vs down years can be improved
  • CornerCap Small Cap Value Fund (CSCVX) has an annual stock turnover rate of 144.00% that is higher than the Small Value average of 58.14%. This could mean CornerCap Small Cap Value is more nimble, but also signal potential high tax impact and high trading fees
  • CornerCap Small Cap Value Fund (CSCVX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.38 that is higher than category average of 14.31
See CornerCap Small Cap Value Fund (CSCVX) performance details as of May 30, 2016

 

What do you think?

 

Compare CornerCap Small Cap Value Fund (CSCVX)Compare with other top Small Value category mutual funds

Aadditional top Small Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
CornerCap Small Cap Value4.881.5711.119.49
Dean Small Cap Value (DASCX)9.152.098.239.21Compare
Wells Fargo Advantage Spec SmCp Val A (ESPAX)8.731.9310.6710.24Compare
Nuveen Small Cap Value A (FSCAX)6.373.9510.8810.91Compare

See top fund managers for Small Value Category Funds

 

Compare CornerCap Small Cap Value Fund (CSCVX)Compare with Small Value category ETFs

Some Small Value ETFs for your consideration

ETFYear to DateOne YearThree Year
WisdomTree SmallCap Dividend ETF (DES)8.71%2.35%9.27%
SPDR S&P 600 Small Cap Value ETF (SLYV)8.03%0.48%9.10%
First Trust Small Cap Val AlphaDEX ETF (FYT)000
iShares Morningstar Small-Cap Value (JKL)000
PowerShares Zacks Micro Cap ETF (PZI)000

 

Graph of CornerCap Small Cap Value Fund (CSCVX) Net Asset TrackingCornerCap Small Cap Value (CSCVX) Fund Net Asset

Track net asset change of CornerCap Small Cap Value fund (CSCVX)

DateNet Asset
05/2016$101.87M
03/2016$95.95M
02/2016$87.44M
More historic net asset information on CornerCap Small Cap Value Fund (CSCVX)

  

Graph of CornerCap Small Cap Value Fund (CSCVX) Portfolio TrackingCornerCap Small Cap Value (CSCVX) Fund Portfolio Allocation

Track portfolio allocation change of CornerCap Small Cap Value fund (CSCVX)

DateCashStockBondOther
03/20160%100%0%0%
12/20150%100%0%0%
09/20150%100%0%0%
Click here to see more historic asset allocation information on CornerCap Small Cap Value Fund (CSCVX)

 

graph of CornerCap Small Cap Value Fund (CSCVX) Top 10 Position TrackingTop 10 Holdings in CornerCap Small Cap Value (CSCVX) Fund

Discover what CornerCap Small Cap Value Fund (CSCVX) manager is buying

Mar 30, 2016
Modine Manufacturing Company Co [0.68%]
Huntsman Corporation Common Sto [0.67%]
Koppers Holdings Inc. Koppers H [0.66%]
Global Brass and Copper Holding [0.63%]
Tech Data Corporation [0.61%]
SpartanNash Company [0.61%]
State National Companies, Inc. [0.58%]
Rayonier Advanced Materials Inc [0.58%]
Perficient, Inc. [0.58%]
Employers Holdings Inc Common S [0.58%]

Dec 30, 2015
INC Research Holdings, Inc. [0.68%]
Omega Protein Corporation Commo [0.67%]
II-VI Incorporated [0.62%]
Quality Systems, Inc. [0.6%]
Photronics, Inc. [0.6%]
Stoneridge, Inc. Common Stock [0.6%]
Lydall, Inc. Common Stock [0.59%]
Insteel Industries, Inc. [0.59%]
Selective Insurance Group, Inc. [0.59%]
Employers Holdings Inc Common S [0.59%]

Sep 29, 2015
Fidelity Southern Corporation [0.69%]
Nutraceutical International Cor [0.62%]
Tech Data Corporation [0.61%]
Ennis, Inc. Common Stock [0.61%]
Methode Electronics, Inc. Commo [0.6%]
INC Research Holdings, Inc. [0.6%]
HomeStreet, Inc. [0.6%]
Northrim BanCorp Inc [0.59%]
Matrix Service Company [0.59%]
Click here for Stock Holding Change Map in CornerCap Small Cap Value Fund (CSCVX)

  

Latest News on CornerCap Small Cap Value (CSCVX) Fund

See what is happening with CornerCap Small Cap Value Fund (CSCVX)

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CornerCap Small Cap Value Fund (CSCVX) Related ResourcesSee more information on CornerCap Small Cap Value (CSCVX) Fund

Popular pages on CornerCap Small Cap Value (CSCVX) Fund

  

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