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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
JPMorgan Equity Income Select HLIEX Large Value JPMorgan
Mainstay International Opportunities C MYICX Foreign Large Value MainStay
PNC Multi Factor Small Cap Core I PLOIX Small Growth PNC Funds
Homestead Small Company Stock HSCSX Small Blend Homestead
SunAmerica Focused Dividend Strategy B FDSBX Large Value SunAmerica
Eventide Gilead A ETAGX Mid-Cap Growth Eventide Funds
Columbia Contrarian Core K CCRFX Large Blend Columbia
Schwab Fdmtl US Lg Co Idx SFLNX Large Value Schwab Funds
Transamerica Partners Instl Balanced DIBFX Moderate Allocation Transamerica
Vanguard OH Long-Term Tax-Exempt VOHIX Muni Ohio Vanguard
Touchstone Mid Cap Growth Inst TEGIX Mid-Cap Growth Touchstone
Fidelity® Massachusetts Municipal Income FDMMX Muni Massachusetts Fidelity Investments
PIMCO Sm Co Fdmtl IdxPLUS® AR Strat P PCCPX Small Blend PIMCO
Vanguard Long-Term Investment-Grade Inv VWESX Corporate Bond Vanguard
Vanguard Equity-Income Adm VEIRX Large Value Vanguard
William Blair Emerg Mkts Sm Cp Gr I BESIX Diversified Emerging Mkts William Blair
Loomis Sayles High Income Opps Instl LSIOX High Yield Bond Loomis Sayles Funds
Deutsche Enhanced Commodity Strat Instl SKIRX Commodities Broad Basket Deutsche Asset & Wealth Mngt
American Funds TaxExempt Bond F2 TEAFX Muni National Interm American Funds
Oppenheimer Corporate Bond Y OFIYX Corporate Bond OppenheimerFunds
Virtus Multi-Sector S/T Bd C PSTCX Short-Term Bond Virtus
Federated Kaufmann Large Cap R6 KLCSX Large Growth Federated
State Farm Municipal Bond SFBDX Muni National Interm State Farm
Federated High Yield A FHYAX High Yield Bond Federated
Invesco High Yield Muni Y ACTDX High Yield Muni Invesco
AllianzGI Focused Growth Institutional PGFIX Large Growth Allianz Funds
Oppenheimer Rochester® Michigan Muni C ORMCX Muni Single State Long OppenheimerFunds
Oppenheimer Rochester® High Yld Muni Y ORNYX High Yield Muni OppenheimerFunds
Lord Abbett High Yield I LAHYX High Yield Bond Lord Abbett
BlackRock GNMA Instl BGNIX Intermediate Government BlackRock
JPMorgan US Equity R6 JUEMX Large Blend JPMorgan
Waddell & Reed High-Income Y WYHIX High Yield Bond Waddell & Reed
Thornburg Limited Term Income R4 THRIX Short-Term Bond Thornburg
Fidelity Income Replacement 2034 FIRSX Retirement Income Fidelity Investments
Fidelity® Large Cap Stock FLCSX Large Blend Fidelity Investments
Oppenheimer Rochester® Ltd Term CA MuniA OLCAX Muni Single State Short OppenheimerFunds
JPMorgan Intrepid Growth R5 JGIRX Large Growth JPMorgan
American Funds American Balanced R5 RLBFX Moderate Allocation American Funds
Eventide Gilead I ETILX Mid-Cap Growth Eventide Funds
Oppenheimer International Growth Y OIGYX Foreign Large Growth OppenheimerFunds
Federated High Yield C FHYCX High Yield Bond Federated
PIMCO Foreign Bond (USD-Hedged) Adm PFRAX World Bond PIMCO
American Funds Capital Income Bldr R6 RIRGX World Allocation American Funds
T. Rowe Price Instl Small-Cap Stock TRSSX Small Growth T. Rowe Price
PIMCO Foreign Bond (USD-Hedged) A PFOAX World Bond PIMCO
Guggenheim Alpha Opportunity A SAOAX Long/Short Equity Guggenheim Investments
Artisan International Value Instl APHKX Foreign Large Blend Artisan
AllianzGI Ultra Micro Cap P AAUPX Small Growth Allianz Funds
Putnam Equity Income R6 PEQSX Large Value Putnam
Columbia Acorn Emerging Markets Z CEFZX Diversified Emerging Mkts Columbia
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