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Table: Mining For Microcaps


Personal Business: INVESTING

TABLE: Mining for Microcaps

MEDIAN

TOTAL RETURN MARKET CAP EXPENSE

YTD* 3-YEAR MILLIONS LOAD RATIO

DFA U.S. 9-10

SMALL COMPANY 10.70 16.0 $ 82 NONE 0.65

FRANKLIN BALANCE

SHEET INVESTMENT 13.50 18.5 173 1.5% 1.19

HEARTLAND

VALUE 9.90 16.9 91 NONE 0.97

PIONEER CAPITAL

GROWTH A 12.90 18.7 148 5.75% 1.26

ROYCE

MICRO-CAP 5.71 16.9 110 NONE 1.99

* Year-to-date DATA: MORNINGSTAR INC.


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