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Mutual Fund Finder

Last update: 31-Jul-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Highland Total Return B -- Moderate Allocation Highland Funds
Columbia Asset Allocation A LAAAX Moderate Allocation Columbia
Columbia Asset Allocation C LAACX Moderate Allocation Columbia
Bruce BRUFX Moderate Allocation Bruce
Jamestown Balanced JAMBX Moderate Allocation Williamsburg Investment Trust
VY MFS Total Return I IMTIX Moderate Allocation Voya
Columbia Balanced Y CBDYX Moderate Allocation Columbia
Columbia Balanced R5 CLREX Moderate Allocation Columbia
Columbia Balanced R4 CBDRX Moderate Allocation Columbia
Columbia Balanced Z CBALX Moderate Allocation Columbia
VY MFS Total Return S IMSRX Moderate Allocation Voya
Columbia Balanced K CLRFX Moderate Allocation Columbia
VY MFS Total Return S2 IMTRX Moderate Allocation Voya
Fidelity? Puritan? K FPUKX Moderate Allocation Fidelity Investments
Columbia Balanced A CBLAX Moderate Allocation Columbia
Fidelity? Puritan? FPURX Moderate Allocation Fidelity Investments
VY MFS Total Return A IMTAX Moderate Allocation Voya
Advance Capital I Balanced Instl ADBNX Moderate Allocation Advance Capital I
Columbia Balanced R CBLRX Moderate Allocation Columbia
Delaware Dividend Income Instl DDIIX Moderate Allocation Delaware Investments
Archer Balanced ARCHX Moderate Allocation Archer
Eaton Vance Balanced I EIIFX Moderate Allocation Eaton Vance
Calvert Balanced I CBAIX Moderate Allocation Calvert Investments
Delaware Dividend Income B DDDBX Moderate Allocation Delaware Investments
Scharf Balanced Opportunity Inv LOGOX Moderate Allocation Scharf Investments
Advance Capital I Balanced Retail ADBAX Moderate Allocation Advance Capital I
Delaware Dividend Income A DDIAX Moderate Allocation Delaware Investments
Columbia Balanced C CBLCX Moderate Allocation Columbia
Calvert Balanced Y CBAYX Moderate Allocation Calvert Investments
Columbia Balanced B CBLBX Moderate Allocation Columbia
Calvert Balanced A CSIFX Moderate Allocation Calvert Investments
Rainier Balanced Original RIMBX Moderate Allocation Rainier
Rainier Balanced Institutional RAIBX Moderate Allocation Rainier
Delaware Dividend Income R DDDRX Moderate Allocation Delaware Investments
Eaton Vance Balanced A EVIFX Moderate Allocation Eaton Vance
AMG Chicago Equity Partners Bal Instl MBEYX Moderate Allocation AMG Funds
AMG Chicago Equity Partners Bal Svc MBESX Moderate Allocation AMG Funds
Eaton Vance Balanced B EMIFX Moderate Allocation Eaton Vance
AMG Chicago Equity Partners Bal Inv MBEAX Moderate Allocation AMG Funds
Victory Balanced I VBFIX Moderate Allocation Victory
Pioneer Classic Balanced A AOBLX Moderate Allocation Pioneer Investments
Pioneer Classic Balanced Y AYBLX Moderate Allocation Pioneer Investments
Delaware Dividend Income C DDICX Moderate Allocation Delaware Investments
Fidelity? Balanced K FBAKX Moderate Allocation Fidelity Investments
Victory Balanced A SBALX Moderate Allocation Victory
Victory Balanced R VBFGX Moderate Allocation Victory
Calvert Balanced C CSGCX Moderate Allocation Calvert Investments
Fidelity? Balanced FBALX Moderate Allocation Fidelity Investments
Fidelity Advisor? Balanced Z FZAAX Moderate Allocation Fidelity Investments
New Covenant Balanced Growth NCBGX Moderate Allocation New Covenant
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