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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 GMAIX Conservative Allocation Aberdeen
Aberdeen Diversified Income I/S GAMSX 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
Federated Muni and Stock Advantage Instl FMUIX Conservative Allocation Federated
James Balanced: Golden Rainbow R GLRBX Conservative Allocation James Advantage
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
Principal Diversified Real Asset Inst PDRDX Conservative Allocation Principal Funds
Federated Muni and Stock Advantage F FMUFX Conservative Allocation Federated
Franklin Income R6 FNCFX Conservative Allocation Franklin Templeton Investments
USAA Growth and Tax Strategy USBLX Conservative Allocation USAA
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
QS Legg Mason Lifestyle Allocation 50% I LMEIX Conservative Allocation Legg Mason
Federated Muni and Stock Advantage C FMUCX Conservative Allocation Federated
MFS? Diversified Income A DIFAX Conservative Allocation MFS
Federated Muni and Stock Advantage B FMNBX Conservative Allocation Federated
MFS? Diversified Income R5 DIFHX Conservative Allocation MFS
Transamerica Strategic High Income C TCSHX Conservative Allocation Transamerica
Principal Diversified Real Asset A PRDAX Conservative Allocation Principal Funds
Franklin Income R FISRX Conservative Allocation Franklin Templeton Investments
SEI Market Growth Strategy I (SAAT) SMGSX Conservative Allocation SEI
Sentinel Multi-Asset Income A SECMX Conservative Allocation Sentinel
QS Legg Mason Lifestyle Allocation 50% R LLARX Conservative Allocation Legg Mason
Vanguard LifeStrategy Cnsrv Gr Inv VSCGX Conservative Allocation Vanguard
Franklin Income C FCISX Conservative Allocation Franklin Templeton Investments
MFS? Diversified Income R2 DIFEX Conservative Allocation MFS
Voya Retirement Moderate I IRMIX Conservative Allocation Voya
Voya Retirement Moderate A IRMPX Conservative Allocation Voya
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