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Mutual Fund Finder

Last update: 30-Nov-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Baron Real Estate Institutional BREIX Real Estate Baron Capital Group
JHancock Retire Living through 2015 R6 JLBJX Target Date 2011-2015 John Hancock
Deutsche Managed Municipal Bond Instl SMLIX Muni National Long Deutsche Asset & Wealth Mngt
PIMCO Intl StksPLUS® AR Strat (USD-Hg) C PIPCX Foreign Large Blend PIMCO
American Funds 2040 Trgt Date Retire F2 FBGTX Target Date 2036-2040 American Funds
Lord Abbett Micro Cap Growth I LMIYX Small Growth Lord Abbett
JPMorgan Growth Advantage Sel JGASX Large Growth JPMorgan
American Funds New World R4 RNWEX Diversified Emerging Mkts American Funds
American Funds 2010 Trgt Date Retire R5 REATX Target Date 2000-2010 American Funds
American Funds 2055 Trgt Date Retire R4 RDJTX Target Date 2051+ American Funds
American Funds 2020 Trgt Date Retire R4 RDCTX Target Date 2016-2020 American Funds
PIMCO High Yield Spectrum Instl PHSIX High Yield Bond PIMCO
American Funds 2025 Trgt Date Retire R5 REDTX Target Date 2021-2025 American Funds
PIMCO Income P PONPX Multisector Bond PIMCO
Oppenheimer Rochester® AZ Municipal C ORCZX Muni Single State Long OppenheimerFunds
GMO Emerging Country Debt III GMCDX Emerging Markets Bond GMO
Metropolitan West Unconstrained Bd I MWCIX Nontraditional Bond Metropolitan West Funds
AllianzGI Global Small-Cap P ARSPX World Stock Allianz Funds
Hennessy Japan Institutional HJPIX Japan Stock Hennessy
American Century One Choice In Ret Inv ARTOX Retirement Income American Century Investments
Virtus Emerging Markets Opportunities A HEMZX Diversified Emerging Mkts Virtus
Invesco Small Cap Growth R6 GTSFX Small Growth Invesco
Putnam Equity Income Y PEIYX Large Value Putnam
Toews Hedged Core L THLGX Long/Short Equity Toews Funds
Waddell & Reed High-Income C WCHIX High Yield Bond Waddell & Reed
PIMCO Real Return Asset P PRTPX Inflation-Protected Bond PIMCO
Vanguard Capital Opportunity Adm VHCAX Large Growth Vanguard
Legg Mason BW Absolute Return Opp I LROIX Nontraditional Bond Legg Mason
VY T. Rowe Price Capital Appreciation I ITRIX Moderate Allocation Voya
Fidelity® Blue Chip Growth K FBGKX Large Growth Fidelity Investments
T. Rowe Price Retirement 2020 TRRBX Target Date 2016-2020 T. Rowe Price
Nuveen Limited Term Municipal Bond I FLTRX Muni National Short Nuveen
Oppenheimer Rochester® Ohio Municipal A OROHX Muni Ohio OppenheimerFunds
PIMCO GNMA P PPGNX Intermediate Government PIMCO
Franklin CA High Yield Municipal Adv FVCAX Muni California Long Franklin Templeton Investments
Principal MidCap A PEMGX Mid-Cap Growth Principal Funds
BlackRock Total Return Instl MAHQX Intermediate-Term Bond BlackRock
Pax World Small Cap Individual Inv PXSCX Small Blend Pax World
American Funds 2055 Trgt Date Retire F1 FAJTX Target Date 2051+ American Funds
MFS® Diversified Income C DIFCX Conservative Allocation MFS
Vanguard PRIMECAP Inv VPMCX Large Growth Vanguard
T. Rowe Price Retirement 2035 Adv PARKX Target Date 2031-2035 T. Rowe Price
JPMorgan Disciplined Equity Instl JPIEX Large Blend JPMorgan
Baron Emerging Markets Institutional BEXIX Diversified Emerging Mkts Baron Capital Group
Leader Total Return Investor LCTRX Intermediate-Term Bond LEADER
MFS® Blended Research® Core Equity I MUSEX Large Blend MFS
GMO Currency Hedged Intl Bond III GMHBX World Bond GMO
JPMorgan Mid Cap Equity R6 JPPEX Mid-Cap Growth JPMorgan
Varsity/Monetta Intermediate Bond MIBFX Short-Term Bond Monetta
Morgan Stanley Inst Glbl Franchise L MSFLX World Stock Morgan Stanley
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