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 %