Small-cap value equity funds are mutual funds that focus on stocks with market capitalizations between $300 million and $2 billion and that show certain value traits. This means that they are trading for lower prices relative to their fundamentals, which include earnings, dividends, sales and book value. The funds can be passively or actively managed.
To find out detailed information on Small Cap Value Equity Funds in the U.S. that are appropriately tagged by our analysts, click the tabs in the table below. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, number of holdings, breakdown of weights by each sector and much more. Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details about the fund managers, and other valuable information. The table can be resorted by clicking the first row of any column. Each fund may be in more than one table on our site because they usually have more than one tag associated with them; for instance, a European equity mutual fund may be tagged as “developed markets”, “equity” and “Europe”.
Last Updated 03/23/19