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Mutual Fund Finder

Last update: 30-Nov-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Disciplined Growth Investors DGIFX Moderate Allocation DGI
Highland Total Return B -- Moderate Allocation Highland Funds
Columbia Asset Allocation A LAAAX Moderate Allocation Columbia
Archer Balanced ARCHX Moderate Allocation Archer
Columbia Asset Allocation C LAACX Moderate Allocation Columbia
VY T. Rowe Price Capital Appreciation I ITRIX Moderate Allocation Voya
VY T. Rowe Price Capital Appreciation S ITCSX Moderate Allocation Voya
JHFunds2 Capital Appreciation Value NAV JCAVX Moderate Allocation John Hancock
VY T. Rowe Price Capital Appreciation S2 ITCTX Moderate Allocation Voya
VY T. Rowe Price Capital Appreciation A ITRAX Moderate Allocation Voya
T. Rowe Price Capital Appreciation Adv PACLX Moderate Allocation T. Rowe Price
Hennessy Equity and Income Institutional HEIIX Moderate Allocation Hennessy
Hennessy Equity and Income Investor HEIFX Moderate Allocation Hennessy
Calvert Balanced I CBAIX Moderate Allocation Calvert Investments
State Farm Equity & Bond R3 REBHX Moderate Allocation State Farm
Calvert Balanced Y CBAYX Moderate Allocation Calvert Investments
VY MFS Total Return I IMTIX Moderate Allocation Voya
State Farm Equity & Bond Instl SEBIX Moderate Allocation State Farm
State Farm Equity & Bond A Legacy SLBAX Moderate Allocation State Farm
State Farm Equity & Bond R2 REBTX Moderate Allocation State Farm
Calvert Balanced A CSIFX Moderate Allocation Calvert Investments
State Farm Equity & Bond A NBSAX Moderate Allocation State Farm
VY MFS Total Return S IMSRX Moderate Allocation Voya
VY MFS Total Return S2 IMTRX Moderate Allocation Voya
SEI Conservative Strategy Allc A (SAAT) SMGAX Moderate Allocation SEI
Value Line Income & Growth VALIX Moderate Allocation Value Line
State Farm Equity & Bond R1 REBOX Moderate Allocation State Farm
VY MFS Total Return A IMTAX Moderate Allocation Voya
State Farm Equity & Bond B Legacy SLBBX Moderate Allocation State Farm
Calvert Balanced C CSGCX Moderate Allocation Calvert Investments
State Farm Equity & Bond B NBSBX Moderate Allocation State Farm
Calvert Balanced B CSLBX Moderate Allocation Calvert Investments
ASTON/Montag & Caldwell Balanced I MOBIX Moderate Allocation Aston
Capital Guardian Core Balanced Instl CGBNX Moderate Allocation Capital Guardian
Alger Balanced I-2 ABLOX Moderate Allocation Alger
ASTON/Montag & Caldwell Balanced N MOBAX Moderate Allocation Aston
George Putnam Balanced R6 PGEJX Moderate Allocation Putnam
George Putnam Balanced R5 PGELX Moderate Allocation Putnam
Sit Balanced SIBAX Moderate Allocation Sit
George Putnam Balanced Y PGEYX Moderate Allocation Putnam
State Farm Balanced STFBX Moderate Allocation State Farm
Schwab Balanced SWOBX Moderate Allocation Schwab Funds
Plumb Balanced PLBBX Moderate Allocation Wisconsin Capital Management
SEI Defensive Strategy Allc A (SAAT) STDAX Moderate Allocation SEI
American Funds American Balanced R5 RLBFX Moderate Allocation American Funds
BlackRock Balanced Capital Instl MACPX Moderate Allocation BlackRock
American Funds American Balanced R6 RLBGX Moderate Allocation American Funds
George Putnam Balanced A PGEOX Moderate Allocation Putnam
American Funds American Balanced 529F CLBFX Moderate Allocation American Funds
Columbia Balanced Y CBDYX Moderate Allocation Columbia
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