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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
Third Avenue Real Estate Value Investor TVRVX Global Real Estate Third Avenue
Hartford International Growth R5 HNCTX Foreign Large Growth Hartford Mutual Funds
BMO Small-Cap Value R-6 BSVGX Small Value BMO Funds
Principal LifeTime 2015 R5 LTPFX Target Date 2011-2015 Principal Funds
Frost Total Return Bond A FATRX Short-Term Bond Frost Funds
AMG GW&K Enhanced Core Bond Service MFDSX Intermediate-Term Bond AMG Funds
Aquila Tax-Free Trust of Arizona Y AZTYX Muni Single State Interm Aquila
First Eagle Fund of America Y FEAFX Mid-Cap Blend First Eagle
AMG Managers Bond Institutional MGBIX Intermediate-Term Bond AMG Funds
MassMutual Select Focused Value R4 MFVFX Large Blend MassMutual
Fidelity Advisor? International Growth Z FZAJX Foreign Large Growth Fidelity Investments
T. Rowe Price Diversified Sm Cap Growth PRDSX Small Growth T. Rowe Price
Oppenheimer Developing Markets I ODVIX Diversified Emerging Mkts OppenheimerFunds
Oppenheimer Rochester? Short Term Muni Y ORSYX Muni National Short OppenheimerFunds
Walthausen Select Value Retail WSVRX Small Blend Walthausen Funds
Columbia Balanced Z CBALX Moderate Allocation Columbia
Brown Advisory Sm-Cp Fundamental Val Adv BAUAX Small Blend Brown Advisory Funds
Lazard US Realty Equity Open LREOX Real Estate Lazard
JPMorgan SmartRetirement? 2035 Instl SRJIX Target Date 2031-2035 JPMorgan
PIMCO Income C PONCX Multisector Bond PIMCO
T. Rowe Price Capital Appreciation Adv PACLX Moderate Allocation T. Rowe Price
Ivy International Core Equity R6 IINCX Foreign Large Blend Ivy Funds
JPMorgan Total Return Select JMTSX Intermediate-Term Bond JPMorgan
TIAA-CREF Lifecycle Index 2035 Inst TLYIX Target Date 2031-2035 TIAA-CREF Mutual Funds
Calvert Global Water Y CFWYX Natural Resources Calvert Investments
MFS? Mid Cap Value R4 MVCJX Mid-Cap Value MFS
BlackRock PA Municipal Bond Instl MAPYX Muni Pennsylvania BlackRock
Delaware Extended Duration Bond A DEEAX Corporate Bond Delaware Investments
James Alpha Global Real Estate Invsmts I JARIX Global Real Estate Saratoga
Fidelity Advisor? Mid Cap Value I FMPOX Mid-Cap Value Fidelity Investments
PIMCO StocksPLUS Absolute Return Instl PSPTX Large Blend PIMCO
Columbia Flexible Capital Income R CFIRX Moderate Allocation Columbia
Harding Loevner Frontier Emerg Mkts Inv HLMOX Diversified Emerging Mkts Harding Loevner
Lord Abbett Developing Growth B LADBX Small Growth Lord Abbett
Fidelity Advisor? China Region I FHKIX China Region Fidelity Investments
USAA VA Bond USVAX Muni Single State Interm USAA
PIMCO GNMA Instl PDMIX Intermediate Government PIMCO
Eaton Vance NJ Municipal Income I EINJX Muni New Jersey Eaton Vance
MFS? New Discovery Value R4 NDVUX Small Value MFS
MFS? Equity Opportunities R4 SRFGX Large Blend MFS
Columbia AMT-Free CA Interm Muni Bd Z NCMAX Muni California Intermediate Columbia
PIMCO Real Return Asset Instl PRAIX Inflation-Protected Bond PIMCO
RidgeWorth S/T Municipal Bond I CMDTX Muni National Short RidgeWorth
American Funds 2015 Trgt Date Retire R6 RFJTX Target Date 2011-2015 American Funds
PIMCO Intl StksPLUS? AR Strat (USD-Hg) P PIUHX Foreign Large Blend PIMCO
Vanguard Strategic Small-Cap Equity Inv VSTCX Small Blend Vanguard
Manning & Napier Target 2030 I MTPIX Target Date 2026-2030 Manning & Napier
Goldman Sachs Small Cap Value Instl GSSIX Small Blend Goldman Sachs
PIMCO Intl StksPLUS? AR Strat (USD-Hg) D PIPDX Foreign Large Blend PIMCO
USAA Tax Exempt Intermediate-Term USATX Muni National Interm USAA


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