Mutual Fund Finder

Last update: 31-Mar-2013
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
PRIMECAP Odyssey Aggressive Growth POAGX Mid-Cap Growth PRIMECAP Odyssey Funds 12.47% 9.24% 15.85% 11.91%
Nuveen NC Municipal Bond I FCNRX Muni Single State Long Nuveen 0.4% 0.4% 6.46% 6.29%
Vanguard Wellesley Income Adm VWIAX Conservative Allocation Vanguard 4.02% 4.02% 10.61% 8.21%
Morgan Stanley Inst Glbl Franchise H MSIHX World Stock Morgan Stanley 2.89% 4.54% 13.98% 8.09%
Sit Dividend Growth I SDVGX Large Blend Sit 8.0% 7.59% 14.05% 6.63%
Weitz Partners III Opportunity Instl WPOPX Mid-Cap Blend Weitz 12.34% 8.1% 16.36% 11.28%
Columbia Dividend Income R5 CDDRX Large Value Columbia 7.46% 7.31% 12.94% 5.76%
MFS Growth I MFEIX Large Growth MFS 9.63% 9.63% 12.36% 7.45%
MassMutual Premier International Eq L MIELX Foreign Large Growth MassMutual 7.31% 4.57% 11.25% 2.91%
Metropolitan West Intermediate Bond I MWIIX Intermediate-Term Bond Metropolitan West Funds 1.06% 0.86% 7.77% 7.37%
Ivy Science & Technology Y WSTYX Technology Ivy Funds 12.89% 12.89% 14.26% 10.94%
PIMCO StocksPLUS Absolute Return Instl PSPTX Large Blend PIMCO 7.57% 6.7% 19.65% 8.55%
MFS Bond R3 MFBHX Intermediate-Term Bond MFS 0.26% 0.03% 8.41% 8.59%
MassMutual Select Focused Value N MFVNX Large Blend MassMutual 11.35% 11.35% 13.4% 10.45%
Lord Abbett Calibrated Dividend Gr P LAMPX Large Blend Lord Abbett 10.29% 10.29% 10.79% 6.88%
Managers AMG GW&K Muni Enhanced Yield I GWMEX High Yield Muni Managers Funds 0.63% 0.63% 9.91% 8.04%
Legg Mason Inv Counsel Fincl Svcs I LMRIX Financial Legg Mason 10.07% 7.74% 12.1% 4.96%
Virtus Greater European Opportunities A VGEAX Europe Stock Virtus 6.09% 4.83% 13.17% N/A
TimesSquare Small Cap Growth Instl TSCIX Small Growth Managers Funds 13.92% 13.92% 16.98% 12.14%
VALIC Company I NASDAQ-100 Index VCNIX Large Growth VALIC 6.12% 6.12% 13.56% 10.04%
PIMCO International StocksPLUS AR Stra P PIUHX Foreign Large Blend PIMCO 10.7% 6.03% 11.68% 6.3%
Fidelity GNMA Fund FGMNX Intermediate Government Fidelity Investments 0.12% 0.03% 5.29% 5.92%
PIMCO Real Estate Real Return Strategy P PETPX Real Estate PIMCO 6.52% 3.49% 32.43% 13.34%
Harbor Real Return Instl HARRX Inflation-Protected Bond Harbor -1.01% -0.45% 8.55% 6.25%
Principal Real Estate Securities Inst PIREX Real Estate Principal Funds 7.51% 3.47% 18.31% 8.57%
Wells Fargo Advantage Growth C WGFCX Large Growth Wells Fargo Advantage 6.56% 6.56% 15.93% 10.91%
Akre Focus Retail AKREX Mid-Cap Growth Akre 11.57% 11.57% 17.85% N/A
Prudential Financial Services R PSSRX Financial Prudential Investments 11.31% 5.07% 10.89% 12.23%
Calamos Evolving World Growth I CNWIX Diversified Emerging Mkts Calamos 1.22% 1.22% 6.0% N/A
JPMorgan SmartRetirement 2025 Instl JNSIX Target Date 2021-2025 JPMorgan 5.09% 3.05% 11.03% 5.37%
James Balanced: Golden Rainbow Instl GLRIX Conservative Allocation James Advantage 4.8% 4.08% 10.47% 6.87%
TCW Total Return Bond N TGMNX Intermediate-Term Bond TCW 1.23% 0.8% 8.69% 9.0%
Wasatch Small Cap Growth WAAEX Small Growth Wasatch 6.85% 5.09% 17.26% 9.98%
Neuberger Berman Real Estate R3 NRERX Real Estate Neuberger Berman 5.07% 5.07% 15.62% 9.17%
Invesco European Small Company Y ESMYX Europe Stock Invesco 11.25% 5.87% 15.05% 2.36%
JHVIT Strategic Income Opps Trust NAV FOUSA06B4G Multisector Bond John Hancock 2.91% 2.91% 9.47% 9.45%
Virtus Multi-Sector S/T Bd A NARAX Short-Term Bond Virtus 1.34% 0.61% 7.06% 6.86%
Ivy Balanced Y IBNYX Aggressive Allocation Ivy Funds 7.3% 7.3% 10.41% 6.8%
Wells Fargo Advantage Interm T/AmtF Inv SIMBX Muni National Interm Wells Fargo Advantage -0.33% 0.81% 6.05% 6.12%
Tributary Balanced Instl Plus FOBPX Moderate Allocation Tributary Funds 4.67% 4.51% 11.87% 7.12%
Waddell & Reed Science & Tech B USTBX Technology Waddell & Reed 12.83% 12.83% 13.14% 8.56%
JHVIT Active Bond Trust Ser I FOUSA05CUC Intermediate-Term Bond John Hancock 0.98% 0.98% 8.62% 8.4%
First Eagle Fund of America Y FEAFX Mid-Cap Blend First Eagle 8.89% 5.49% 14.82% 7.29%
ING T. Rowe Price Cap Apprec Port S2 ITCTX Moderate Allocation ING Retirement Funds 5.94% 4.89% 11.45% 7.05%
Hartford Balanced Income B HBLBX Conservative Allocation Hartford Mutual Funds 3.85% 3.23% 11.42% 7.26%
Loomis Sayles Investment Grade Bond Adm LIGAX Intermediate-Term Bond Natixis Funds 0.85% 0.3% 8.3% 7.61%
AllianceBern High Income Municipal Adv ABTYX High Yield Muni AllianceBernstein 0.08% 1.33% 11.33% N/A
Wells Fargo Advantage Spec Md Cp Val I WFMIX Mid-Cap Value Wells Fargo Advantage 13.89% 10.42% 15.56% 8.99%
Morgan Stanley Global Infrastructure Q UTLQX World Stock Morgan Stanley 6.51% 4.12% 17.58% 6.08%
American Century LIVESTRONG 2020 Instl ARBSX Target Date 2016-2020 American Century Investments 4.55% 4.55% 9.17% N/A
RESULTS PER PAGE:
2050100

Pagination

  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
  7. 7
  8. 8
  9. 9
  10. 10
(2,000 Items)