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Mutual Fund Finder

Last update: 31-Oct-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Pioneer Fundamental Growth Z PFGZX Large Growth Pioneer Investments
Federated Capital Income F CAPFX Conservative Allocation Federated
Hennessy Gas Utility Index Investor GASFX Utilities Hennessy
Principal LifeTime 2020 Instl PLWIX Target Date 2016-2020 Principal Funds
Dreyfus/Standish Global Fixed Income Y DSDYX World Bond Dreyfus
Vanguard Struct Large-Cap Eq InstlPlus VSLPX Large Blend Vanguard
Transamerica International Equity C TRWCX Foreign Large Blend Transamerica
Van Eck Emerging Markets Y EMRYX Diversified Emerging Mkts Van Eck
JHancock Disciplined Value Mid Cap R4 JVMTX Mid-Cap Value John Hancock
Putnam American Government Income Y PATYX Intermediate Government Putnam
Loomis Sayles Global Equity and Income C LGMCX World Allocation Natixis Funds
Hennessy Equity and Income Investor HEIFX Moderate Allocation Hennessy
Aquila Tax-Free Trust of Oregon Y ORTYX Muni Single State Interm Aquila
Goldman Sachs Income Builder Instl GSBIX Conservative Allocation Goldman Sachs
Hartford Balanced Income R5 HBLTX Conservative Allocation Hartford Mutual Funds
Morgan Stanley Inst Glbl Discovery A MGDPX World Stock Morgan Stanley
Invesco Equally-Wtd S&P 500 Y VADDX Large Blend Invesco
MFS? Equity Opportunities R2 SRFEX Large Blend MFS
Columbia High Yield Bond I RSHIX High Yield Bond Columbia
Fidelity Advisor Income Repl 2042 I FIRFX Retirement Income Fidelity Investments
Vanguard Structured Large-Cap Eq I VSLIX Large Blend Vanguard
Morgan Stanley Inst Frontier Em Mkts L MFMLX Diversified Emerging Mkts Morgan Stanley
American Beacon SiM High Yld Opps Inv SHYPX High Yield Bond American Beacon
Fidelity Income Replacement 2040 FIRWX Retirement Income Fidelity Investments
American Funds 2020 Trgt Date Retire F2 FBCTX Target Date 2016-2020 American Funds
ClearBridge Aggressive Growth I SAGYX Large Growth Legg Mason
American Century Zero Coupon 2015 Inv BTFTX Short Government American Century Investments
Thornburg Global Opportunities R5 THOFX World Stock Thornburg
Fidelity? Mid Cap Value FSMVX Mid-Cap Value Fidelity Investments
Loomis Sayles Strategic Income Y NEZYX Multisector Bond Natixis Funds
AllianceBern High Income I AGDIX Multisector Bond AllianceBernstein
American Funds 2025 Trgt Date Retire R3 RCDTX Target Date 2021-2025 American Funds
Angel Oak Multi-Strategy Income A ANGLX Multisector Bond Angel Oak
American Century One Choice 2050 Inv ARFVX Target Date 2046-2050 American Century Investments
Wells Fargo Advantage PA Tax-Free I EKVYX Muni Pennsylvania Wells Fargo Advantage
Nationwide Ziegler NYSEArcaTech100 I Svc NWJFX Technology Nationwide
Hartford Balanced Income I HBLIX Conservative Allocation Hartford Mutual Funds
Delaware Small Cap Core R DCCRX Small Blend Delaware Investments
T. Rowe Price Health Sciences PRHSX Health T. Rowe Price
Oppenheimer Developing Markets B ODVBX Diversified Emerging Mkts OppenheimerFunds
USAA World Growth USAWX World Stock USAA
Johnson Enhanced Return JENHX Large Blend Johnson Mutual Funds
Natixis US Equity Opportunities Y NESYX Large Growth Natixis Funds
Goldman Sachs Emerging Market Debt IR GSIRX Emerging Markets Bond Goldman Sachs
Nuveen Real Asset Income C NRICX World Allocation Nuveen
American Beacon Bridgeway Lg Cp Val Inst BRLVX Large Value American Beacon
AllianceBern High Income Advisor AGDYX Multisector Bond AllianceBernstein
AllianzGI Ultra Micro Cap A GUCAX Small Growth Allianz Funds
Oppenheimer Rochester? NC Municipal Y OPCYX Muni Single State Long OppenheimerFunds
Columbia Acorn Emerging Markets C CGMCX Diversified Emerging Mkts Columbia
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