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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
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
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
LoCorr Spectrum Income A LSPAX Moderate Allocation LoCorr Funds
Franklin Balanced R FRANKLINBALA Moderate Allocation Franklin Templeton Investments
1789 Growth and Income C PSECX Moderate Allocation Pinnacle Capital Management
VY Franklin Income S IIFSX Moderate Allocation Voya
VY Franklin Income I IIFIX Moderate Allocation Voya
Franklin Balanced C FBMCX Moderate Allocation Franklin Templeton Investments
VY Franklin Income S2 IIFTX Moderate Allocation Voya
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
Archer Balanced ARCHX Moderate Allocation Archer
Manning & Napier Pro-Blend Extnd Term R MNBRX Moderate Allocation Manning & Napier
Columbia Asset Allocation A LAAAX Moderate Allocation Columbia
Columbia Flexible Capital Income R4 CFCRX Moderate Allocation Columbia
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
Sterling Capital Strategic Allc Bal A BAMGX Moderate Allocation Sterling Capital Funds
Columbia Flexible Capital Income R5 CFXRX Moderate Allocation Columbia
SEI Aggressive Strategy I (SAAT) SEAIX Moderate Allocation SEI
Columbia Flexible Capital Income A CFIAX Moderate Allocation Columbia
Manning & Napier Pro-Blend Extnd Term C MNECX Moderate Allocation Manning & Napier
Columbia Flexible Capital Income W CFIWX Moderate Allocation Columbia
Columbia Asset Allocation C LAACX Moderate Allocation Columbia
Delaware Dividend Income A DDIAX Moderate Allocation Delaware Investments
ESG Managers? Balanced Port Inst PWPIX Moderate Allocation Pax World
SEI Conservative Strategy Allc A (SAAT) SMGAX Moderate Allocation SEI
Delaware Dividend Income R DDDRX Moderate Allocation Delaware Investments
Columbia Flexible Capital Income R CFIRX Moderate Allocation Columbia
Sterling Capital Strategic Allc Bal C BCMCX Moderate Allocation Sterling Capital Funds
Sterling Capital Strategic Allc Bal B BBMGX Moderate Allocation Sterling Capital Funds
7Twelve Balanced 7TWELVEBALAN Moderate Allocation 7Twelve Advisors, LLC
Sextant Core SCORX Moderate Allocation Sextant Mutual Funds
Fidelity? Balanced K FBAKX Moderate Allocation Fidelity Investments
Invesco Moderate Allocation R5 AMLIX Moderate Allocation Invesco
USAA Cornerstone Moderately Agrsv USCRX Moderate Allocation USAA
AllianceBern Balance Wealth Strat I ABWIX Moderate Allocation AllianceBernstein
Fidelity? Puritan? K FPUKX Moderate Allocation Fidelity Investments
Columbia Balanced K CLRFX Moderate Allocation Columbia
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