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 | 0.00% | +24.27% | +13.78% | +9.38% | $65.5K | 15.27% |
Past performance does not guarantee future results. This information is for educational purposes only and is not investment advice.