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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
Prudential Real Assets A PUDAX Moderate Allocation Prudential Investments
Prudential Real Assets Z PUDZX Moderate Allocation Prudential Investments
Prudential Real Assets C PUDCX Moderate Allocation Prudential Investments
Prudential Real Assets B PUDBX Moderate Allocation Prudential Investments
Innovator Matrix Income? Institutional IMIIX Moderate Allocation Innovator Funds
Innovator Matrix Income? A IMIFX Moderate Allocation Innovator Funds
Scharf Balanced Opportunity Inv LOGOX Moderate Allocation Scharf Investments
AllianzGI Multi-Asset Real Return Inst ALRNX Moderate Allocation Allianz Funds
AllianzGI Multi-Asset Real Return P ALRPX Moderate Allocation Allianz Funds
AllianzGI Multi-Asset Real Return A ALRAX Moderate Allocation Allianz Funds
Timothy Plan Defensive Strategies I TPDIX Moderate Allocation Timothy Plan
1789 Growth and Income P PSEPX Moderate Allocation Pinnacle Capital Management
1789 Growth and Income A PSEAX Moderate Allocation Pinnacle Capital Management
Osterweis Strategic Investment OSTVX Moderate Allocation Osterweis
Highland Total Return B -- Moderate Allocation Highland Funds
Timothy Plan Defensive Strategies C TPDCX Moderate Allocation Timothy Plan
LoCorr Spectrum Income I LSPIX Moderate Allocation LoCorr Funds
Pioneer Classic Balanced A AOBLX Moderate Allocation Pioneer Investments
LoCorr Spectrum Income A LSPAX Moderate Allocation LoCorr Funds
VY Franklin Income S IIFSX Moderate Allocation Voya
1789 Growth and Income C PSECX Moderate Allocation Pinnacle Capital Management
Franklin Balanced R FRANKLINBALA Moderate Allocation Franklin Templeton Investments
VY Franklin Income I IIFIX Moderate Allocation Voya
MainStay Income Builder A MTRAX Moderate Allocation MainStay
Franklin Balanced C FBMCX Moderate Allocation Franklin Templeton Investments
VY Franklin Income S2 IIFTX Moderate Allocation Voya
Dunham Appreciation & Income N DNAIX Moderate Allocation Dunham Funds
Manning & Napier Pro-Blend Extnd Term I MNBIX Moderate Allocation Manning & Napier
VY Franklin Income A IIFAX Moderate Allocation Voya
LoCorr Spectrum Income C LSPCX Moderate Allocation LoCorr Funds
Calamos Growth & Income A CVTRX Moderate Allocation Calamos
Dunham Appreciation & Income A DAAIX Moderate Allocation Dunham Funds
Calamos Growth & Income B CVTYX Moderate Allocation Calamos
Calamos Growth & Income R CGNRX Moderate Allocation Calamos
Pioneer Classic Balanced C PCBCX Moderate Allocation Pioneer Investments
Archer Balanced ARCHX Moderate Allocation Archer
Manning & Napier Pro-Blend Extnd Term R MNBRX Moderate Allocation Manning & Napier
Westwood Income Opportunity A WWIAX Moderate Allocation Westwood
Pioneer Classic Balanced B ASBBX Moderate Allocation Pioneer Investments
MainStay Income Builder C MCTRX Moderate Allocation MainStay
Dunham Appreciation & Income C DCAIX Moderate Allocation Dunham Funds
Columbia Asset Allocation A LAAAX Moderate Allocation Columbia
MainStay Income Builder B MKTRX Moderate Allocation MainStay
Columbia Flexible Capital Income R4 CFCRX Moderate Allocation Columbia
Calamos Growth & Income C CVTCX Moderate Allocation Calamos
Plumb Balanced PLBBX Moderate Allocation Wisconsin Capital Management
Columbia Flexible Capital Income I CFIIX Moderate Allocation Columbia
Sterling Capital Strategic Allc Bal I BCGTX Moderate Allocation Sterling Capital Funds
Manning & Napier Strategic Inc Modrt I MSMAX Moderate Allocation Manning & Napier
Columbia Flexible Capital Income R5 CFXRX Moderate Allocation Columbia
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