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Mutual Fund Finder

Last update: 31-Oct-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
Archer Balanced ARCHX Moderate Allocation Archer
Highland Total Return B -- Moderate Allocation Highland Funds
SEI Conservative Strategy Allc A (SAAT) SMGAX Moderate Allocation SEI
Columbia Asset Allocation A LAAAX Moderate Allocation Columbia
VY T. Rowe Price Capital Appreciation I ITRIX Moderate Allocation Voya
Columbia Asset Allocation C LAACX Moderate Allocation Columbia
T. Rowe Price Capital Appreciation PRWCX Moderate Allocation T. Rowe Price
VY T. Rowe Price Capital Appreciation S ITCSX Moderate Allocation Voya
VY T. Rowe Price Capital Appreciation S2 ITCTX Moderate Allocation Voya
VY T. Rowe Price Capital Appreciation A ITRAX Moderate Allocation Voya
JHFunds2 Capital Appreciation Value NAV JCAVX Moderate Allocation John Hancock
Fidelity Advisor? Balanced I FAIOX Moderate Allocation Fidelity Investments
T. Rowe Price Capital Appreciation Adv PACLX Moderate Allocation T. Rowe Price
Fidelity Advisor? Balanced Z FZAAX Moderate Allocation Fidelity Investments
Fidelity? Balanced K FBAKX Moderate Allocation Fidelity Investments
SEI Defensive Strategy Allc A (SAAT) STDAX Moderate Allocation SEI
Value Line Income & Growth VALIX Moderate Allocation Value Line
Fidelity? Puritan? K FPUKX Moderate Allocation Fidelity Investments
Sit Balanced SIBAX Moderate Allocation Sit
Fidelity? Puritan? FPURX Moderate Allocation Fidelity Investments
State Farm Equity & Bond A Legacy SLBAX Moderate Allocation State Farm
Fidelity Advisor? Balanced C FABCX Moderate Allocation Fidelity Investments
State Farm Equity & Bond R3 REBHX Moderate Allocation State Farm
Fidelity Advisor? Balanced B FAISX Moderate Allocation Fidelity Investments
State Farm Equity & Bond A NBSAX Moderate Allocation State Farm
State Farm Equity & Bond Instl SEBIX Moderate Allocation State Farm
Schwab Balanced SWOBX Moderate Allocation Schwab Funds
Plumb Balanced PLBBX Moderate Allocation Wisconsin Capital Management
State Farm Equity & Bond B Legacy SLBBX Moderate Allocation State Farm
State Farm Equity & Bond R2 REBTX Moderate Allocation State Farm
State Farm Equity & Bond R1 REBOX Moderate Allocation State Farm
Calamos Growth & Income I CGIIX Moderate Allocation Calamos
American Funds American Balanced R6 RLBGX Moderate Allocation American Funds
American Funds American Balanced R5 RLBFX Moderate Allocation American Funds
American Funds American Balanced F2 AMBFX Moderate Allocation American Funds
Calamos Growth & Income A CVTRX Moderate Allocation Calamos
American Funds American Balanced 529F CLBFX Moderate Allocation American Funds
AMG Chicago Equity Partners Bal Instl MBEYX Moderate Allocation AMG Funds
American Funds American Balanced A ABALX Moderate Allocation American Funds
American Funds American Balanced R2E RAMHX Moderate Allocation American Funds
American Funds American Balanced R4 RLBEX Moderate Allocation American Funds
American Funds American Balanced F1 BALFX Moderate Allocation American Funds
American Funds American Balanced 529A CLBAX Moderate Allocation American Funds
Calamos Growth & Income R CGNRX Moderate Allocation Calamos
George Putnam Balanced Y PGEYX Moderate Allocation Putnam
State Farm Equity & Bond B NBSBX Moderate Allocation State Farm
Transamerica Multi-Mgd Balanced I TBLIX Moderate Allocation Transamerica
1919 Socially Responsive Balanced A SSIAX Moderate Allocation Legg Mason
Hennessy Equity and Income Institutional HEIIX Moderate Allocation Hennessy
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