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Mutual Fund Finder

Last update: 30-Sep-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
DFA United Kingdom Small Company I DFUKX Miscellaneous Region Dimensional Fund Advisors
Tortoise MLP & Pipeline Instl TORIX Energy Limited Partnership Tortoise Capital Advisors
REMS Real Estate Value Opportunity P HLPPX Real Estate REMSGroup
Davenport Equity Opportunities DEOPX Mid-Cap Growth Williamsburg Investment Trust
T. Rowe Price Retirement 2040 TRRDX Target Date 2036-2040 T. Rowe Price
Baron Partners Instl BPTIX Mid-Cap Growth Baron Capital Group
Fidelity Advisor Income Repl 2038 C FCRVX Retirement Income Fidelity Investments
Fidelity Income Replacement 2028 FIRPX Retirement Income Fidelity Investments
PIMCO Long-Term US Government Admin PLGBX Long Government PIMCO
Loomis Sayles Strategic Income N NEZNX Multisector Bond Natixis Funds
Deutsche California Tax-Free Income S SDCSX Muni California Long Deutsche Asset & Wealth Mngt
Thornburg Limited Term Income A THIFX Short-Term Bond Thornburg
T. Rowe Price Inst Concentrated Intl Eq RPICX Foreign Large Blend T. Rowe Price
Fidelity Advisor Income Repl 2036 I FURIX Retirement Income Fidelity Investments
Goldman Sachs Tax Advntgd Gbl Eq Instl TIGGX Foreign Large Growth Goldman Sachs
Columbia Contrarian Core R CCCRX Large Blend Columbia
Fidelity Advisor Income Repl 2042 T FITTX Retirement Income Fidelity Investments
Catalyst Hedged Futures Strategy I HFXIX Managed Futures Catalyst Mutual Funds
BlackRock Moderate Prepared Instl BIMPX Tactical Allocation BlackRock
Brandes Core Plus Fixed Income I BCPIX Intermediate-Term Bond Brandes
Hartford MidCap HLS IA HIMCX Mid-Cap Growth Hartford Mutual Funds
AllianceBern Small Cap Growth R QUARX Small Growth AllianceBernstein
Columbia AMT-Free CA Interm Muni Bd R5 CNBRX Muni California Intermediate Columbia
Nuveen LA Municipal Bond I FTLRX Muni Single State Long Nuveen
T. Rowe Price Retirement 2030 R RRTCX Target Date 2026-2030 T. Rowe Price
Performance Trust Municipal Bond Retail PTRMX Muni National Interm Trust for Professional Mgrs(PTIA)
American Beacon Balanced AMR AABNX Moderate Allocation American Beacon
Templeton Frontier Markets A TFMAX Diversified Emerging Mkts Franklin Templeton Investments
American Funds Europacific Growth R5 RERFX Foreign Large Blend American Funds
Angel Oak Multi-Strategy Income Instl ANGIX Multisector Bond Angel Oak
Fidelity Advisor Income Repl 2032 I FIIRX Retirement Income Fidelity Investments
T. Rowe Price Retirement 2035 TRRJX Target Date 2031-2035 T. Rowe Price
Oppenheimer Rochester? LtdTerm NY MunisY LTBYX Muni Single State Short OppenheimerFunds
Artisan International Value Investor ARTKX Foreign Large Blend Artisan
American Funds 2035 Trgt Date Retire R5 REFTX Target Date 2031-2035 American Funds
Glenmede Large Cap Core Port GTLOX Large Blend Glenmede
Putnam Equity Spectrum R PYSRX Mid-Cap Blend Putnam
American Funds Income Fund of Amer R6 RIDGX Moderate Allocation American Funds
Oakmark International I OAKIX Foreign Large Blend Oakmark
Metropolitan West Total Return Bond Plan MWTSX Intermediate-Term Bond Metropolitan West Funds
USA Mutuals Barrier Institutional VICVX Large Blend USA Mutuals
Columbia Balanced Y CBDYX Moderate Allocation Columbia
Invesco European Small Company Y ESMYX Europe Stock Invesco
AllianzGI Fixed Income SHares C FXICX Multisector Bond Allianz Funds
American Funds 2025 Trgt Date Retire F2 FBDTX Target Date 2021-2025 American Funds
Virtus Low Duration Income I HIBIX Short-Term Bond Virtus
PIMCO Investment Grade Corp Bd Admin PGCAX Corporate Bond PIMCO
DFA Global Real Estate Securities I DFGEX Global Real Estate Dimensional Fund Advisors
Brown Capital Mgmt Small Co Instl BCSSX Small Growth Brown Capital Management
Nuveen NWQ Small-Cap Value R3 NSCQX Small Blend Nuveen
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