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 (%) |
|---|---|---|---|---|---|---|
| Birmiwal Oasis | High | -19.64 | 4.05 | 21.44 | 26.18 | -- |
| Pacific Advisors Small Cap A | High | 1.56 | -2.19 | 16.92 | 23.33 | 10.52 |
| Keeley Small Cap Value A | Above Average | 4.36 | 5.08 | 12.85 | 19.54 | 12.96 |
| Royce Value Svc | Above Average | 5.17 | 4.24 | 11.75 | 17.27 | -- |
| Lord Abbett Small-Cap Value I | Average | -0.75 | -1.29 | 12.04 | 17.02 | 14.42 |
| Transamerica Small/Mid Cp Val A | Above Average | -5.90 | -0.31 | 10.29 | 16.60 | -- |
| Neuberger Berman Genesis Instl | Low | 1.84 | 10.03 | 11.90 | 15.94 | -- |
| Neuberger Berman Genesis Inv | Low | 1.63 | 9.73 | 11.66 | 15.70 | 13.71 |
| DWS Dreman Small Cap Value Instl | Below Average | -3.24 | -3.91 | 8.56 | 15.41 | -- |
| Old Mutual TS&W Small Cap Value Z | Average | -2.00 | -1.46 | 6.10 | 15.06 | -- |
