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Mutual Fund Finder

Last update: 31-Oct-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Teberg TEBRX Conservative Allocation Teberg
Vanguard Tax-Managed Balanced Adm VTMFX Conservative Allocation Vanguard
TCW Conservative Allocation I TGPCX Conservative Allocation TCW
American Funds TxAdvtg Inc F2 TXIFX Conservative Allocation American Funds
USAA Growth and Tax Strategy USBLX Conservative Allocation USAA
American Funds TxAdvtg Inc F1 TAIFX Conservative Allocation American Funds
TCW Conservative Allocation N TGPNX Conservative Allocation TCW
American Funds Tx-Advtg Inc A TAIAX Conservative Allocation American Funds
Wells Fargo Advantage Diver Inc Bldr Adm EKSDX Conservative Allocation Wells Fargo Advantage
American Funds Tx-Advtg Inc B TXABX Conservative Allocation American Funds
American Funds Tx-Advtg Inc C TAICX Conservative Allocation American Funds
Wells Fargo Advantage Divers Inc Bldr A EKSAX Conservative Allocation Wells Fargo Advantage
Wells Fargo Advantage Divers Inc Bldr I EKSYX Conservative Allocation Wells Fargo Advantage
MFS? Diversified Income R5 DIFHX Conservative Allocation MFS
MFS? Diversified Income I DIFIX Conservative Allocation MFS
MFS? Diversified Income R4 DIFGX Conservative Allocation MFS
MFS? Diversified Income R3 DIFFX Conservative Allocation MFS
MFS? Diversified Income A DIFAX Conservative Allocation MFS
Putnam Dynamic Asset Allocation Cnsrv R6 PCCEX Conservative Allocation Putnam
Putnam Absolute Return 700 R5 PDMDX Conservative Allocation Putnam
MFS? Diversified Income R2 DIFEX Conservative Allocation MFS
Putnam Absolute Return 700 Y PDMYX Conservative Allocation Putnam
Putnam Dynamic Asset Allocation Cnsrv R5 PACDX Conservative Allocation Putnam
MFS? Diversified Income C DIFCX Conservative Allocation MFS
MFS? Diversified Income R1 DIFDX Conservative Allocation MFS
Putnam Absolute Return 700 A PDMAX Conservative Allocation Putnam
Putnam Absolute Return 700 R6 PDMEX Conservative Allocation Putnam
Putnam Dynamic Asset Allocation Cnsrv A PACAX Conservative Allocation Putnam
Wells Fargo Advantage Divers Inc Bldr B EKSBX Conservative Allocation Wells Fargo Advantage
Putnam Dynamic Asset Allocation Cnsrv M PACMX Conservative Allocation Putnam
Wells Fargo Advantage Divers Inc Bldr C EKSCX Conservative Allocation Wells Fargo Advantage
Putnam Dynamic Asset Allocation Cnsrv R PACRX Conservative Allocation Putnam
American Funds Income Portfolio R6 RINGX Conservative Allocation American Funds
Wells Fargo Advantage Mod Balanced Adm NVMBX Conservative Allocation Wells Fargo Advantage
American Funds Income Portfolio F2 INPEX Conservative Allocation American Funds
Pacific Advisors Income & Equity C PIECX Conservative Allocation Pacific Advisors Funds
Putnam Absolute Return 700 M PDMMX Conservative Allocation Putnam
Putnam Absolute Return 700 R PDMRX Conservative Allocation Putnam
Wells Fargo Advantage Mod Balanced A WFMAX Conservative Allocation Wells Fargo Advantage
American Funds Income Portfolio F1 INPFX Conservative Allocation American Funds
American Funds Income Portfolio R4 RINEX Conservative Allocation American Funds
American Funds Income Portfolio 529A CIPAX Conservative Allocation American Funds
JHancock Lifestyle II Moderate 1 JLMOX Conservative Allocation John Hancock
New Covenant Balanced Income NCBIX Conservative Allocation New Covenant
Putnam Dynamic Asset Allocation Cnsrv C PACCX Conservative Allocation Putnam
American Funds Income Portfolio R2E RNBEX Conservative Allocation American Funds
American Funds Income Portfolio A INPAX Conservative Allocation American Funds
Calvert Conservative Allocation A CCLAX Conservative Allocation Calvert Investments
JHancock Lifestyle II Moderate R6 JLMRX Conservative Allocation John Hancock
Putnam Absolute Return 700 C PDMCX Conservative Allocation Putnam
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