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Mutual Fund Finder

Last update: 31-Mar-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Alger Capital Appreciation Ptfl I-2 ALVOX Large Growth Alger
Huber Capital Small Cap Value Inv HUSIX Small Value Huber Funds
Eventide Gilead A ETAGX Mid-Cap Growth Eventide Funds
Artisan International Value Instl APHKX Foreign Large Blend Artisan
Invesco Equity and Income R5 ACEKX Aggressive Allocation Invesco
T. Rowe Price New Horizons PRNHX Small Growth T. Rowe Price
American Funds American Balanced R5 RLBFX Moderate Allocation American Funds
Nuveen Strategic Income I FCBYX Intermediate-Term Bond Nuveen
American Funds TaxExempt Bond F2 TEAFX Muni National Interm American Funds
Wells Fargo Advantage Growth I SGRNX Large Growth Wells Fargo Advantage
Leader Short Term Bond Inv LCCMX Short-Term Bond LEADER
Vanguard Equity-Income Adm VEIRX Large Value Vanguard
Fidelity Income Replacement 2034 FIRSX Retirement Income Fidelity Investments
Loomis Sayles Small Cap Growth N LSSNX Small Growth Natixis Funds
BNY Mellon NY Intermediate T/E Bd M MNYMX Muni New York Intermediate BNY Mellon Funds
JPMorgan Equity Income Select HLIEX Large Value JPMorgan
American Funds Capital Inc Bldr R6 RIRGX World Allocation American Funds
American Funds Washington Mutual R6 RWMGX Large Value American Funds
Becker Value Equity Retail BVEFX Large Value Becker
Vanguard Interm-Term Tx-Ex Adm VWIUX Muni National Interm Vanguard
Eventide Gilead I ETILX Mid-Cap Growth Eventide Funds
Virtus Multi-Sector S/T Bd C PSTCX Short-Term Bond Virtus
EP Asia Small Companies A EPASX Pacific/Asia ex-Japan Stk Euro Pacific Asset Management
Van Eck CM Commodity Index I COMIX Commodities Broad Basket Van Eck
BNY Mellon Municipal Opportunities M MOTMX Muni National Interm BNY Mellon Funds
American Funds Global Balanced F2 GBLFX World Allocation American Funds
Thrivent Diversified Income Plus I THYFX Conservative Allocation Thrivent
Fidelity? Massachusetts Municipal Income FDMMX Muni Massachusetts Fidelity Investments
Credit Suisse Floating Rate Hi Inc B CHOBX Bank Loan Credit Suisse (New York, NY)
EP Asia Small Companies I EPEIX Pacific/Asia ex-Japan Stk Euro Pacific Asset Management
Oppenheimer International Growth Y OIGYX Foreign Large Growth OppenheimerFunds
Virtus Multi-Sector S/T Bd A NARAX Short-Term Bond Virtus
Principal Equity Income Inst PEIIX Large Value Principal Funds
Templeton Emerging Markets Small Cap R TEMPLETONEME Diversified Emerging Mkts Franklin Templeton Investments
American Funds New Economy R4 RNGEX Large Growth American Funds
Oppenheimer Rochester? Michigan Muni C ORMCX Muni Single State Long OppenheimerFunds
Fidelity Advisor? Materials C FMFCX Natural Resources Fidelity Investments
Homestead Small Company Stock HSCSX Small Blend Homestead
GuideStone Funds Extended-Dur Bond GS4 GEDZX Corporate Bond GuideStone Funds
PIMCO Fundamental Advtg Abs Ret Strat A PTFAX Market Neutral PIMCO
DoubleLine Core Fixed Income I DBLFX Intermediate-Term Bond DoubleLine
DWS Enhanced Commodity Strategy Inst SKIRX Commodities Broad Basket DWS Investments
Oppenheimer Global Value I GLVIX World Stock OppenheimerFunds
Oppenheimer International Diversified Y OIDYX Foreign Large Growth OppenheimerFunds
Virtus Global Real Estate Securities C VGSCX Global Real Estate Virtus
SunAmerica Focused Dividend Strategy B FDSBX Large Value SunAmerica
Loomis Sayles Strategic Income Admin NEZAX Multisector Bond Natixis Funds
Oppenheimer Rochester? High Yld Muni Y ORNYX High Yield Muni OppenheimerFunds
Principal Global Div Inc C PGDCX Conservative Allocation Principal Funds
Tributary Balanced Instl Plus FOBPX Moderate Allocation Tributary Funds
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