Small Value Category

Small-value portfolios invest in small U.S. companies with valuations and growth rates below other small-cap peers. Stocks in the bottom 10% of the capitalization of the U.S. equity market are defined as small-cap. Value is defined based on low valuations (low price ratios and high dividend yields) and slow growth (low growth rates for earnings, sales, book value, and cash flow).

Abbreviation: SV

Broad Asset Class: U.S. Stock

Primary Index: Standard & Poor's 500

Secondary Index: Russell 2000 Value