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Mutual Fund Finder

Last update: 31-Dec-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Goldman Sachs Enhanced Div Gbl Eq A GADGX Foreign Large Blend Goldman Sachs
BlackRock US Mortgage Portfolio A BMPAX Short-Term Bond BlackRock
Oppenheimer Rochester® Ltd Term CA MuniY OLCYX Muni Single State Short OppenheimerFunds
Morgan Stanley Insight L MFPLX Mid-Cap Blend Morgan Stanley
Metropolitan West Unconstrained Bd M MWCRX Nontraditional Bond Metropolitan West Funds
USAA High Income Institutional UIHIX High Yield Bond USAA
Columbia Convertible Securities Z NCIAX Convertibles Columbia
Franklin Income Adv FRIAX Conservative Allocation Franklin Templeton Investments
Invesco European Small Company C ESMCX Europe Stock Invesco
American Funds 2035 Trgt Date Retire R4 RDFTX Target Date 2031-2035 American Funds
JHancock Disciplined Value R2 JDVPX Large Value John Hancock
Schroder International Multi-Cap Val Inv SIDNX Foreign Large Value Schroder
William Blair Emerg Mkts Sm Cp Gr Instl WESJX Diversified Emerging Mkts William Blair
Dreyfus Opportunistic U.S. Stock C DOSCX Mid-Cap Growth Dreyfus
Putnam Capital Spectrum Y PVSYX Large Blend Putnam
AllianceBern Muni Income Natl Adv ALTVX Muni National Interm AllianceBernstein
Vulcan Value Partners Small Cap VVPSX Small Blend Vulcan Value Partners
T. Rowe Price Personal Strat Income PRSIX Conservative Allocation T. Rowe Price
Virtus Tax-Exempt Bond I HXBIX Muni National Interm Virtus
ClearBridge International Small Cap I LCOIX Foreign Small/Mid Value Legg Mason
VY JPMorgan Mid Cap Value S IJMSX Mid-Cap Value Voya
American Funds American Balanced R6 RLBGX Moderate Allocation American Funds
JPMorgan SmartRetirement® 2020 Instl JTTIX Target Date 2016-2020 JPMorgan
JPMorgan Value Advantage C JVACX Large Value JPMorgan
Delaware Pooled Large-Cap Value Equity DPDEX Large Value Delaware Investments
Hartford SmallCap Growth Y HSLYX Small Growth Hartford Mutual Funds
Loomis Sayles Securitized Asset LSSAX Intermediate-Term Bond Loomis Sayles Funds
VY JPMorgan Small Cap Core Equity I IJSIX Small Blend Voya
USAA NASDAQ-100 Index USNQX Large Growth USAA
Columbia Floating Rate I RFRIX Bank Loan Columbia
Putnam Dynamic Asset Allocation Gr Y PAGYX Aggressive Allocation Putnam
American Funds New World R2E RNEBX Diversified Emerging Mkts American Funds
Nuveen CA High Yield Municipal Bond C NAWSX Muni California Long Nuveen
Nuveen KS Municipal Bond I FRKSX Muni Single State Long Nuveen
Invesco High Yield Muni R5 ACTNX High Yield Muni Invesco
Nuveen MA Municipal Bond I NBMAX Muni Massachusetts Nuveen
Vanguard Wellesley® Income Admiral™ VWIAX Conservative Allocation Vanguard
American Funds American Balanced 529F CLBFX Moderate Allocation American Funds
Franklin CA Interm-Term Tx-Fr Inc Adv FRCZX Muni California Intermediate Franklin Templeton Investments
Morgan Stanley Global Opportunity L MGGLX World Stock Morgan Stanley
Fidelity® Growth Discovery K FGDKX Large Growth Fidelity Investments
BlackRock NJ Municipal Bond Instl MANJX Muni New Jersey BlackRock
Vanguard Wellington™ Inv VWELX Moderate Allocation Vanguard
Fidelity® Capital Appreciation K FCAKX Large Growth Fidelity Investments
Voya Corporate Leaders Trust B LEXCX Large Value Voya
Oppenheimer Developing Markets A ODMAX Diversified Emerging Mkts OppenheimerFunds
American Funds Capital Income Bldr F2 CAIFX World Allocation American Funds
Metropolitan West Total Re Bd Admin Cl MWTNX Intermediate-Term Bond Metropolitan West Funds
Thornburg Limited-Term Muni Inst LTMIX Muni National Short Thornburg
American Funds 2030 Trgt Date Retire R5 REETX Target Date 2026-2030 American Funds
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