Most funds have multiple share classes. Only one share class per fund is shown below, but different share classes of a fund may have different returns. You should review all the share classes of a fund and choose the one which best meets your investment objectives.
| Fund Name | Morningstar Risk | YTD Return (%) | 1-Year Return (%) | 3-Year Return (%) | 5-Year Return (%) | 10-Year Return (%) |
|---|---|---|---|---|---|---|
| Paradigm Value | Above Average | -3.11 | -5.47 | 8.69 | 19.16 | -- |
| Allianz NFJ Small Cap Value Instl | Below Average | -0.20 | -1.70 | 8.93 | 14.45 | 11.72 |
| Heartland Value Plus | Average | 12.40 | 7.74 | 11.60 | 14.23 | 10.56 |
| Target Small Capitalization Value | Below Average | -0.26 | -3.56 | 6.17 | 14.10 | 11.88 |
| Artisan Small Cap Value | Below Average | 6.20 | -1.94 | 7.35 | 13.48 | 11.33 |
| Columbia Small Cap Value II Z | Average | -3.95 | -6.73 | 5.89 | 13.24 | -- |
| Consulting Group Small Cap Value Eqty | Average | 0.47 | -6.18 | 6.21 | 12.98 | 8.95 |
| Berwyn | Below Average | 3.93 | -1.90 | 3.67 | 12.96 | 7.83 |
| Victory Small Company Opportunity A | Below Average | 5.28 | -1.22 | 7.97 | 12.89 | -- |
| Morgan Stanley Inst US Sm Cp Value I | Above Average | -1.68 | -6.52 | 7.99 | 12.71 | 8.51 |
