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Mutual Fund Finder

Last update: 31-Jul-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
MFS? Diversified Income R3 DIFFX Conservative Allocation MFS
BlackRock NY Municipal Bond Instl MANKX Muni New York Long BlackRock
Franklin Income C FCISX Conservative Allocation Franklin Templeton Investments
BlackRock National Municipal Instl MANLX Muni National Long BlackRock
American Funds 2050 Trgt Date Retire R5 REITX Target Date 2046-2050 American Funds
Schroder Intl Multi-Cap Value Adv SIDVX Foreign Large Value Schroder
JHancock Disciplined Value I JVLIX Large Value John Hancock
USAA Intermediate-Term Bond Instl UIITX Intermediate-Term Bond USAA
American Funds Income Fund of Amer R5 RIDFX Moderate Allocation American Funds
Nuveen GA Municipal Bond I FGARX Muni Single State Long Nuveen
Fidelity Income Replacement 2032 FIRRX Retirement Income Fidelity Investments
Federated Emerging Markets Eq Instl FGLEX Diversified Emerging Mkts Federated
AllianceBern High Income B AGDBX Multisector Bond AllianceBernstein
Royce Opportunity Select Service ROSSX Small Value Royce
Artisan Global Equity Inv ARTHX World Stock Artisan
Fidelity? Small Cap Discovery FSCRX Small Blend Fidelity Investments
Invesco Convertible Securities R5 CNSIX Convertibles Invesco
RidgeWorth High Grade Municipal Bond I SCFTX Muni National Interm RidgeWorth
Deutsche Global Infrastructure A TOLLX World Stock Deutsche Asset & Wealth Mngt
American Funds Intl Gr and Inc F1 IGIFX Foreign Large Blend American Funds
T. Rowe Price Retirement 2010 TRRAX Target Date 2000-2010 T. Rowe Price
Columbia Balanced K CLRFX Moderate Allocation Columbia
Voya Corporate Leaders 100 W IWCLX Large Blend Voya
RS Small Cap Growth Y RSYEX Small Growth RS Funds
Oppenheimer Limited-Term Bond Y OUSYX Short-Term Bond OppenheimerFunds
Shelton Nasdaq-100 Index Direct NASDX Large Growth Shelton Capital Management
Oppenheimer Developing Markets C ODVCX Diversified Emerging Mkts OppenheimerFunds
MassMutual Premier International Eq R5 MIEDX Foreign Large Growth MassMutual
Principal MidCap R4 PMBSX Mid-Cap Growth Principal Funds
Principal MidCap Institutional PCBIX Mid-Cap Growth Principal Funds
JHancock Retire Living through 2020 R5 JLDHX Target Date 2016-2020 John Hancock
JHancock Retire Living through 2015 R5 JLBHX Target Date 2011-2015 John Hancock
Vanguard GNMA Adm VFIJX Intermediate Government Vanguard
PIMCO CommoditiesPLUS? Strategy P PCLPX Commodities Broad Basket PIMCO
Nuveen NWQ Small-Cap Value I NSCRX Small Blend Nuveen
JPMorgan SmartRetirement? 2030 Select JSMSX Target Date 2026-2030 JPMorgan
Putnam Income Y PNCYX Intermediate-Term Bond Putnam
Vanguard Explorer Value Inv VEVFX Small Blend Vanguard
AllianzGI Convertible Administrative ANNAX Convertibles Allianz Funds
Thornburg International Growth I TINGX Foreign Small/Mid Growth Thornburg
ClearBridge Small Cap Growth 1 LMPMX Small Growth Legg Mason
Putnam Equity Spectrum M PYSMX Mid-Cap Blend Putnam
Permal Alternative Core FI LPTFX Multialternative Legg Mason
JHancock Retire Living through 2010 R5 JLAHX Target Date 2000-2010 John Hancock
Pear Tree Polaris Fgn Val Sm Cap Instl QUSIX Foreign Small/Mid Value Pear Tree Funds
American Funds 2015 Trgt Date Retire R4 RDBTX Target Date 2011-2015 American Funds
Nicholas NICSX Mid-Cap Growth Nicholas
Principal Global Real Estate Sec Inst POSIX Global Real Estate Principal Funds
TCW Emerging Markets Income I TGEIX Emerging Markets Bond TCW
Putnam Multi-Cap Core B PMYBX Large Blend Putnam


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