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Small Value Funds

  

  5 stars funds

Intrepid Small Cap Instl fundArtisan Small Cap Value Investor fundHeartland Value Plus fund
Homestead Small Company Stock fundPerkins Small Cap Value S fundPerkins Small Cap Value L fund
Perkins Small Cap Value T fundAllianz NFJ Small Cap Value A fundAllianz NFJ Small Cap Value Admin fund
Allianz NFJ Small Cap Value B fundAllianz NFJ Small Cap Value C fundAllianz NFJ Small Cap Value D fund
Allianz NFJ Small Cap Value Instl fundAllianz NFJ Small Cap Value R fundWalthausen Small Cap Value fund
Perkins Small Cap Value D fundIntrepid Small Cap fundPerkins Small Cap Value I fund
Invesco Van Kampen SmallCapValue Y fundAllianz NFJ Small Cap Value P fundHeartland Value Plus Inst fund
Rydex|SGI Mid Cap Value Inst fund

  

Small Value Funds

  

  4 stars funds

American Beacon Small Cp Val Y fundAmerican Century Small Cap Value R fundAmerican Century Small Cap Value C fund
Federated Clover Small Value Instl fundFederated Clover Small Value C fundFidelity Small Cap Value F fund
ING Amer Cent Sm-Md Cap Value S2 fundAmerican Beacon Small Cp Val AMR fundAmerican Beacon Small Cp Val Inst fund
American Beacon Small Cp Val Inv fundAmerican Century Small Cap Value A 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 fundFifth Third Micro Cap Value Instl fundFranklin MicroCap Value A fund
Goldman Sachs Small Cap Value Inst fundGoldman Sachs Small Cap Value Svc fundING Amer Cent Sm-Md Cap Value Adv fund
ING Amer Cent Sm-Md Cap Value I fundING Amer Cent Sm-Md Cap Value S fundColumbia Multi-Advisor Small Cap Val Z fund
Invesco US Small Cap Value C fundInvesco US Small Cap Value B fundInvesco US Small Cap Value A fund
Invesco US Small Cap Value Y fundInvesco Special Value A fundInvesco Special Value B fund
Invesco Special Value C fundInvesco Special Value Y fundRydex|SGI Mid Cap Value A fund
Rydex|SGI Mid Cap Value B fundRydex|SGI Mid Cap Value C fundTarget Small Capitalization Value T fund
Invesco Van Kampen SmallCapValue A fundInvesco Van Kampen SmallCapValue B fundInvesco Van Kampen SmallCapValue C fund
William Blair Small Cap Value I fundWilliam Blair Small Cap Value N fundDiamond Hill Small Cap I fund
Fidelity Advisor Small Cap Value I fundFidelity Small Cap Value fundPinnacle Value fund
Queens Road Small Cap Value fundFranklin MicroCap Value Adv fundPerkins Small Cap Value A fund
Perkins Small Cap Value R fundPerkins Small Cap Value C fundJHT Small Cap Value Trust Ser I fund
Frontegra Phocas Small Cap Value L fundColumbia Multi-Advisor Small Cap Val R5 fundColumbia Multi-Advisor Small Cap Val R4 fund
Columbia Multi-Advisor Small Cap Val R3 fundColumbia Multi-Advisor Small Cap Val R fundAdirondack Small Cap fund
SouthernSun Small Cap Instl fundSouthernSun Small Cap Investor fundGoldman Sachs Small Cap Value IR fund
Huber Capital Small Cap Value fund

  

Small Value Funds

  

  3 stars funds

American Beacon Small Cp Val A fundAmerican Beacon Small Cp Val R fundBB&T Sterling Capital Small Cap Value C fund
BB&T Sterling Capital Small Cap Value R fundBB&T Sterling Capital Small Cap Value A fundBB&T Sterling Capital Small Cap Value B fund
DFA US Targeted Value R2 fundFederated Clover Small Value A fundING Columbia Sm Cp Val S2 fund
Columbia Multi-Advisor Small Cap Val A fundColumbia Multi-Advisor Small Cap Val B fundColumbia Multi-Advisor Small Cap Val C fund
American Beacon Small Cp Val Adv fundAmerican Beacon Small Cp Val C fundRobeco Small Cap Value II Instl fund
Robeco Small Cap Value II Inv fundColumbia Small Cap Value I A fundColumbia Small Cap Value I B fund
Columbia Small Cap Value I C fundColumbia Small Cap Value I Z fundCornerCap Small Cap Value fund
Delaware Small Cap Value A fundDelaware Small Cap Value B fundDelaware Small Cap Value C fund
Delaware Small Cap Value R fundDiamond Hill Small Cap A fundDiamond Hill Small Cap C fund
DFA US Small Cap Value I fundDFA US Targeted Value I fundWells Fargo Advantage Spec SmCp Val A fund
Wells Fargo Advantage Spec SmCp Val B fundWells Fargo Advantage Spec SmCp Val C fundWells Fargo Advantage Spec SmCp Val Adm fund
Fifth Third Micro Cap Value Inv A fundFifth Third Micro Cap Value Inv B fundFifth Third Micro Cap Value Inv C fund
Aston/River Road Select Value N 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 Small Cap Value Adv fund
Franklin Small Cap Value R fundGoldman Sachs Small Cap Value A fundGoldman Sachs Small Cap Value B fund
Goldman Sachs Small Cap Value C fundHighMark Small Cap Advantage Retail C fundHeartland Value fund
Hotchkis and Wiley Small Cap Value I fundJames Small Cap fundColumbia Small Cap Value I Y fund
Columbia Small Cap Value I R fundWells Fargo Advantage Spec SmCp Val I fundMEMBERS Small Cap A fund
Northern Small Cap Value fundJPMorgan Small Cap Value Select fundPrincipal SmallCap Value R3 fund
Principal SmallCap Value R5 fundPrincipal SmallCap Value R4 fundSEI Instl Mgd Small Cap Value A fund
Skyline Special Equities fundBB&T Sterling Capital Small Cap Value I fundPrudential Small Cap Value B fund
Prudential Small Cap Value C fundUndiscovered Mgrs Behavioral Value Inst fundVanguard Small Cap Value Index Instl fund
Vanguard Small Cap Value Index Inv fundVictory Small Company Opportunity A fundVictory Small Company Opportunity R fund
Wilshire Small Company Value Instl fundHighMark Cognitive Value M fundVeracity Small Cap Value R fund
Westcore Small-Cap Value fundAncora Special Opportunity D fundAston/River Road Select Value I fund
Columbia Small Cap Value II Z fundColumbia Small Cap Value II R fundColumbia Small Cap Value II A fund
Columbia Small Cap Value II B fundColumbia Small Cap Value II C fundDunham Small Cap Value N fund
Fidelity Advisor Small Cap Value A fundFidelity Advisor Small Cap Value B fundFidelity Advisor Small Cap Value C fund
Fidelity Advisor Small Cap Value T fundGoldman Sachs Structured Sm Cap Val B fundGoldman Sachs Structured Sm Cap Val C fund
Goldman Sachs Structured Sm Cap Val I fundHighMark Cognitive Value C fundHighMark Cognitive Value Fid fund
HighMark Small Cap Advantage Fid fundING Columbia Sm Cp Val S fundING Columbia Sm Cp Val I fund
ING Columbia Sm Cp Val A fundJPMorgan Small Cap Value Ultra fundJPMorgan Small Cap Value R5 fund
MEMBERS Small Cap B fundPrincipal SmallCap Value Inst fundSEI Instl Mgd Small Cap Value I fund
Target Small Capitalization Value R fundUndiscovered Mgrs Behavioral Value B fundUndiscovered Mgrs Behavioral Value C fund
VALIC Company II Small Cap Value fundVeracity Small Cap Value I fundVictory Small Company Opportunity I fund
DFA US Targeted Value R1 fundGoldman Sachs Small Cap Value R fundGoldman Sachs Structured Sm Cap Val R fund
Goldman Sachs Structured Sm Cap Val IR fundHeartland Value Inst fundJPMorgan Small Cap Value R2 fund
Nationwide US Small Cap Value Instl fundNationwide US Small Cap Value Instl Svc fund

  

Small Value Funds

  

  2 stars funds

HighMark Cognitive Value A fundAegis Value fundCNI Charter RCB Sm Cap Val Instl fund
Dean Small Cap Value fundDelaware Optimum Small-Mid Cap Val A fundDelaware Optimum Small-Mid Cap Val B fund
Delaware Optimum Small-Mid Cap Val C fundDelaware Optimum Small-Mid Cap Val Instl fundDFA Tax-Managed US Targeted Value fund
Dreyfus Small Cap A fundDreyfus Small Cap C fundDreyfus Small Cap I fund
Franklin Small Cap Value A fundFranklin Small Cap Value B fundFranklin Small Cap Value C fund
HighMark Small Cap Value Fid 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
JPMorgan Small Cap Value A fundJPMorgan Small Cap Value B fundJPMorgan Small Cap Value C fund
Principal SmallCap Value R2 fundPrincipal SmallCap Value J fundProFunds Small Cap Value Inv fund
ProFunds Small Cap Value Svc fundRoyce Opportunity Svc fundRoyce Opportunity Instl fund
Royce Opportunity Invmt fundSchneider Small Cap Value fundPrudential Small Cap Value A fund
RBC Microcap Value A fundRBC Microcap Value C fundRBC Microcap Value S fund
Wilshire Small Company Value Invmt fundPrincipal SmallCap Value II R3 fundRobeco WPG Small Cap Value fund
Principal SmallCap Value II J fundPutnam Small Cap Value R fundAncora Special Opportunity C fund
Dunham Small Cap Value A fundDunham Small Cap Value C fundGoldman Sachs Structured Sm Cap Val A fund
HighMark Small Cap Advantage Retail A 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 S fundMassMutual Select Small Cap Val Eq Y fund
Principal SmallCap Value II Inst fundPrincipal SmallCap Value C fundPrincipal SmallCap Value II R1 fund
Principal SmallCap Value II R2 fundPrincipal SmallCap Value II R5 fundPrincipal SmallCap Value II R4 fund
Principal SmallCap Value R1 fundPrincipal SmallCap Value A fundPrincipal SmallCap Value B fund
RiverSource Disciplined Small Cap Val A fundRiverSource Disciplined Small Cap Val C fundRoyce Opportunity Consult fund
Royce Opportunity R fundUndiscovered Mgrs Behavioral Value A fundVALIC Company I Small Cap Special Val fund
Westcore Small-Cap Value Institutional fundNationwide US Small Cap Value A fundNationwide US Small Cap Value C fund
RiverSource Disciplined Small Cap Val I fundRoyce Opportunity K fund

  

Small Value Funds

  

  1 stars funds

CNI Charter RCB Sm Cap Val N fundCNI Charter RCB Sm Cap Val R fundDreyfus Small Cap B fund
Wells Fargo Advantage Small Co Value I fundPutnam Small Cap Value A fundPutnam Small Cap Value B fund
Putnam Small Cap Value C fundPutnam Small Cap Value M fundRydex S&P MidCap 400 Pure Value H 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 fundNuveen NWQ Small Cap Value C fundPutnam Small Cap Value Y fund
Nuveen NWQ Small Cap Value R3 fundHarbor Small Company Value Adm fundHarbor Small Company Value Instl fund
Harbor Small Company Value Inv fundNuveen NWQ Small Cap Value A fundNuveen NWQ Small Cap Value I fund
Rydex S&P MidCap 400 Pure Value C fundRydex S&P MidCap 400 Pure Value A fundRydex S&P SmallCap 600 Pure Value H fund
Rydex S&P SmallCap 600 Pure Value A fundRydex S&P SmallCap 600 Pure Value C 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 fundMaxim Small Cap Value fund
ASTON/RIVER ROAD INDEPENDENT VA fundAncora MicroCap C fundAncora MicroCap D fund
JHFunds2 Small Cap Value NAV fund