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Mutual Fund Finder

Last update: 31-Aug-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Spirit of America Income & Opp A SOAOX Conservative Allocation Spirit of America
Teberg TEBRX Conservative Allocation Teberg
TCW Conservative Allocation I TGPCX Conservative Allocation TCW
Cornerstone Advisors Real Assets Instl CAREX Conservative Allocation Cornerstone
TCW Conservative Allocation N TGPNX Conservative Allocation TCW
Virtus Herzfeld A VHFAX Conservative Allocation Virtus
Nuveen NWQ Flexible Income I NWQIX Conservative Allocation Nuveen
Neuberger Berman Infl Navigator A NDRAX Conservative Allocation Neuberger Berman
Neuberger Berman Infl Navigator Instl NDRIX Conservative Allocation Neuberger Berman
Nuveen NWQ Flexible Income A NWQAX Conservative Allocation Nuveen
Virtus Herzfeld C VHFCX Conservative Allocation Virtus
Vanguard Tax-Managed Balanced Adm VTMFX Conservative Allocation Vanguard
Aberdeen Diversified Income I/S GAMSX Conservative Allocation Aberdeen
Aberdeen Diversified Income I GMAIX Conservative Allocation Aberdeen
James Balanced: Golden Rainbow Instl GLRIX Conservative Allocation James Advantage
Nuveen NWQ Flexible Income C NWQCX Conservative Allocation Nuveen
Neuberger Berman Infl Navigator C NDRCX Conservative Allocation Neuberger Berman
Aberdeen Diversified Income A GMAAX Conservative Allocation Aberdeen
James Balanced: Golden Rainbow R GLRBX Conservative Allocation James Advantage
Federated Muni and Stock Advantage Instl FMUIX Conservative Allocation Federated
Transamerica Strategic High Income I TSHIX Conservative Allocation Transamerica
API Efficient Frontier Income A APIUX Conservative Allocation American Pension Investors
Transamerica Strategic High Income A TASHX Conservative Allocation Transamerica
Federated Muni and Stock Advantage F FMUFX Conservative Allocation Federated
Principal Diversified Real Asset Inst PDRDX Conservative Allocation Principal Funds
USAA Growth and Tax Strategy USBLX Conservative Allocation USAA
Franklin Income R6 FNCFX Conservative Allocation Franklin Templeton Investments
API Efficient Frontier Income L AFFIX Conservative Allocation American Pension Investors
Franklin Income Adv FRIAX Conservative Allocation Franklin Templeton Investments
Aberdeen Diversified Income C GMACX Conservative Allocation Aberdeen
SEI Market Growth Strategy A (SAAT) SRWAX Conservative Allocation SEI
Principal Diversified Real Asset P PRDPX Conservative Allocation Principal Funds
Permanent Portfolio PRPFX Conservative Allocation Permanent Portfolio
Sentinel Multi-Asset Income I SCSIX Conservative Allocation Sentinel
MFS? Diversified Income R5 DIFHX Conservative Allocation MFS
MFS? Diversified Income A DIFAX Conservative Allocation MFS
Federated Muni and Stock Advantage B FMNBX Conservative Allocation Federated
QS Legg Mason Lifestyle Allocation 50% I LMEIX Conservative Allocation Legg Mason
Federated Muni and Stock Advantage C FMUCX Conservative Allocation Federated
Transamerica Strategic High Income C TCSHX Conservative Allocation Transamerica
Franklin Income R FISRX Conservative Allocation Franklin Templeton Investments
SEI Market Growth Strategy I (SAAT) SMGSX Conservative Allocation SEI
QS Legg Mason Lifestyle Allocation 50% R LLARX Conservative Allocation Legg Mason
Sentinel Multi-Asset Income A SECMX Conservative Allocation Sentinel
Vanguard LifeStrategy Cnsrv Gr Inv VSCGX Conservative Allocation Vanguard
Franklin Income C FCISX Conservative Allocation Franklin Templeton Investments
Voya Retirement Moderate I IRMIX Conservative Allocation Voya
MFS? Diversified Income R2 DIFEX Conservative Allocation MFS
Voya Retirement Moderate A IRMPX Conservative Allocation Voya
SEI Market Growth Strategy D (SAAT) SMKDX Conservative Allocation SEI
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