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Mutual Fund Finder

Last update: 30-Jun-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Cornerstone Advisors Real Assets Instl CAREX Conservative Allocation Cornerstone
Virtus Herzfeld I VHFIX Conservative Allocation Virtus
Virtus Herzfeld A VHFAX Conservative Allocation Virtus
Principal Diversified Real Asset Inst PDRDX Conservative Allocation Principal Funds
Principal Diversified Real Asset A PRDAX Conservative Allocation Principal Funds
Virtus Herzfeld C VHFCX Conservative Allocation Virtus
Principal Diversified Real Asset C PRDCX Conservative Allocation Principal Funds
Spirit of America Income & Opp A SOAOX Conservative Allocation Spirit of America
Franklin Income R6 FNCFX Conservative Allocation Franklin Templeton Investments
AXA Charter Alternative 100 Moderate B AXACHARTERAL Conservative Allocation AXA Equitable
Federated Muni and Stock Advantage A FMUAX Conservative Allocation Federated
Federated Muni and Stock Advantage F FMUFX Conservative Allocation Federated
Federated Muni and Stock Advantage C FMUCX Conservative Allocation Federated
Franklin Income A FKINX Conservative Allocation Franklin Templeton Investments
Franklin Income R FISRX Conservative Allocation Franklin Templeton Investments
Franklin Income C FCISX Conservative Allocation Franklin Templeton Investments
Federated Capital Income F CAPFX Conservative Allocation Federated
Federated Capital Income A CAPAX Conservative Allocation Federated
Federated Capital Income R CAPRX Conservative Allocation Federated
Federated Capital Income C CAPCX Conservative Allocation Federated
Federated Capital Income B CAPBX Conservative Allocation Federated
Principal Global Div Inc A PGBAX Conservative Allocation Principal Funds
Principal Global Div Inc C PGDCX Conservative Allocation Principal Funds
Nuveen NWQ Flexible Income A NWQAX Conservative Allocation Nuveen
Transamerica Strategic High Income I TSHIX Conservative Allocation Transamerica
Transamerica Strategic High Income A TASHX Conservative Allocation Transamerica
QS Legg Mason Strategic Real Return IS LRRSX Conservative Allocation Legg Mason
Nuveen NWQ Flexible Income C NWQCX Conservative Allocation Nuveen
QS Legg Mason Strategic Real Return A LRRAX Conservative Allocation Legg Mason
GuideStone Funds Real Assets Investor GRAZX Conservative Allocation GuideStone Funds
Transamerica Strategic High Income C TCSHX Conservative Allocation Transamerica
JPMorgan Income Builder A JNBAX Conservative Allocation JPMorgan
QS Legg Mason Strategic Real Return A2 LSRAX Conservative Allocation Legg Mason
SEI Market Growth Strategy I (SAAT) SMGSX Conservative Allocation SEI
Nationwide Portfolio Complt Instl NAAIX Conservative Allocation Nationwide
Nationwide Portfolio Complt Instl Svc NAASX Conservative Allocation Nationwide
QS Legg Mason Strategic Real Return C LRRCX Conservative Allocation Legg Mason
Teberg TEBRX Conservative Allocation Teberg
JPMorgan Income Builder C JNBCX Conservative Allocation JPMorgan
Pioneer Multi Asset Income A PMAIX Conservative Allocation Pioneer Investments
API Efficient Frontier Income Instl APIIX Conservative Allocation American Pension Investors
Invesco Income Allocation R5 ILAAX Conservative Allocation Invesco
Nationwide Portfolio Complt A NWAAX Conservative Allocation Nationwide
Forward Growth & Inc Allocation Instl AGWAX Conservative Allocation Forward Funds
MFS? Diversified Income R5 DIFHX Conservative Allocation MFS
MFS? Diversified Income R4 DIFGX Conservative Allocation MFS
BlackRock Multi-Asset Real Return Inv A BRRAX Conservative Allocation BlackRock
ESG Managers? Income Port A PWMAX Conservative Allocation Pax World
ESG Managers? Income Port Inst PWMIX Conservative Allocation Pax World
BlackRock Multi-Asset Real Return Inst BRRIX Conservative Allocation BlackRock
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