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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
Disciplined Growth Investors DGIFX Moderate Allocation DGI
Advance Capital I Balanced Instl ADBNX Moderate Allocation Advance Capital I
Highland Total Return B -- Moderate Allocation Highland Funds
Columbia Asset Allocation A LAAAX Moderate Allocation Columbia
Fidelity? Puritan? K FPUKX Moderate Allocation Fidelity Investments
Fidelity? Puritan? FPURX Moderate Allocation Fidelity Investments
Columbia Asset Allocation C LAACX Moderate Allocation Columbia
AMG Chicago Equity Partners Bal Instl MBEYX Moderate Allocation AMG Funds
AMG Chicago Equity Partners Bal Svc MBESX Moderate Allocation AMG Funds
Columbia Balanced Y CBDYX Moderate Allocation Columbia
Columbia Balanced R4 CBDRX Moderate Allocation Columbia
AMG Chicago Equity Partners Bal Inv MBEAX Moderate Allocation AMG Funds
Columbia Balanced Z CBALX Moderate Allocation Columbia
Fidelity? Balanced K FBAKX Moderate Allocation Fidelity Investments
Sit Balanced SIBAX Moderate Allocation Sit
Fidelity? Balanced FBALX Moderate Allocation Fidelity Investments
Fidelity Advisor? Balanced Z FZAAX Moderate Allocation Fidelity Investments
Columbia Balanced R CBLRX Moderate Allocation Columbia
Eaton Vance Balanced A EVIFX Moderate Allocation Eaton Vance
Fidelity Advisor? Balanced I FAIOX Moderate Allocation Fidelity Investments
Archer Balanced ARCHX Moderate Allocation Archer
Hartford Balanced Y IHAYX Moderate Allocation Hartford Mutual Funds
Dodge & Cox Balanced DODBX Moderate Allocation Dodge & Cox
Rainier Balanced Institutional RAIBX Moderate Allocation Rainier
Columbia Balanced C CBLCX Moderate Allocation Columbia
Fidelity Advisor? Balanced T FAIGX Moderate Allocation Fidelity Investments
Value Line Income & Growth VALIX Moderate Allocation Value Line
Columbia Balanced B CBLBX Moderate Allocation Columbia
Hartford Balanced R4 ITTSX Moderate Allocation Hartford Mutual Funds
Eaton Vance Balanced B EMIFX Moderate Allocation Eaton Vance
Eaton Vance Balanced C ECIFX Moderate Allocation Eaton Vance
Hilton Yield Plus Institutional HCYIX Moderate Allocation Hilton Capital
Calamos Growth & Income I CGIIX Moderate Allocation Calamos
George Putnam Balanced Y PGEYX Moderate Allocation Putnam
George Putnam Balanced R5 PGELX Moderate Allocation Putnam
Rainier Balanced Original RIMBX Moderate Allocation Rainier
Hartford Balanced HLS IA HADAX Moderate Allocation Hartford Mutual Funds
Hilton Yield Plus Investor HCYAX Moderate Allocation Hilton Capital
George Putnam Balanced A PGEOX Moderate Allocation Putnam
Hartford Balanced R3 ITTRX Moderate Allocation Hartford Mutual Funds
Hartford Balanced HLS IB HAIBX Moderate Allocation Hartford Mutual Funds
Legg Mason Inv Counsel Social Aware I LMRNX Moderate Allocation Legg Mason
Fidelity Advisor? Balanced B FAISX Moderate Allocation Fidelity Investments
Calamos Growth & Income A CVTRX Moderate Allocation Calamos
George Putnam Balanced R PGPRX Moderate Allocation Putnam
Hartford Balanced C HAFCX Moderate Allocation Hartford Mutual Funds
Legg Mason Inv Counsel Social Aware A SSIAX Moderate Allocation Legg Mason
Calamos Growth & Income R CGNRX Moderate Allocation Calamos
New Covenant Balanced Growth NCBGX Moderate Allocation New Covenant
Pioneer Classic Balanced Y AYBLX Moderate Allocation Pioneer Investments
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