Best Small Value Mutual Funds
Small Value funds invest in smaller U.S. companies that appear undervalued relative to their fundamentals. This combination of small-cap and value tilts has historically been associated with strong long-run returns, though with higher volatility.
1 fund in this category
| Fund Name | Symbol | Fund Family | Exp. Ratio | 1Y Return | 3Y Return | 5Y Return | AUM | Volatility |
|---|---|---|---|---|---|---|---|---|
| Vanguard Small-Cap Value Index Fund Investor Shares | VISVX | Vanguard | 0.01% | +20.53% | +14.01% | +7.96% | $64.9K | 15.36% |
Past performance does not guarantee future results. This information is for educational purposes only and is not investment advice.