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Mutual Fund Finder

Last update: 31-Aug-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
SEI Large Cap Diversified Alpha A (SIIT) SCDAX Large Blend SEI
Fidelity Advisor? Diversified Stock I FDTIX Large Blend Fidelity Investments
Loomis Sayles Strategic Income Y NEZYX Multisector Bond Natixis Funds
Dreyfus/Standish Global Fixed Income Y DSDYX World Bond Dreyfus
Morgan Stanley Global Infrastructure Q UTLQX World Stock Morgan Stanley
T. Rowe Price Retirement 2045 TRRKX Target Date 2041-2045 T. Rowe Price
Ivy Science & Technology B WSTBX Technology Ivy Funds
Morgan Stanley Inst Glbl Discovery A MGDPX World Stock Morgan Stanley
American Century Zero Coupon 2015 Inv BTFTX Short Government American Century Investments
Hartford Balanced Income R5 HBLTX Conservative Allocation Hartford Mutual Funds
Vanguard Struct Large-Cap Eq InstlPlus VSLPX Large Blend Vanguard
ClearBridge Aggressive Growth FI LMPFX Large Growth Legg Mason
PIMCO Fundamental IndexPLUS AR C PIXCX Large Blend PIMCO
TransWestern Instl Shrt Dur Govt Bd TWSGX Short Government TransWestern Funds
Putnam Multi-Cap Core Y PMYYX Large Blend Putnam
Vanguard Long-Term Corp Bond Idx I VLCIX Corporate Bond Vanguard
Munder International Small-Cap I MISIX Foreign Small/Mid Blend Munder
Goldman Sachs Income Builder Instl GSBIX Conservative Allocation Goldman Sachs
Oppenheimer Rochester? MN Municipal C OPCMX Muni Minnesota OppenheimerFunds
Matthews China Dividend Investor MCDFX China Region Matthews Asia Funds
Wasatch Emerging Markets Small Cap WAEMX Diversified Emerging Mkts Wasatch
AQR Global Equity Y AQGYX World Stock AQR Funds
Steward Large Cap Enhanced Index Indv SEEKX Large Blend Capstone
Fidelity Advisor Income Repl 2040 I FIIWX Retirement Income Fidelity Investments
Hennessy Gas Utility Index Investor GASFX Utilities Hennessy
Hartford Balanced Income I HBLIX Conservative Allocation Hartford Mutual Funds
James Alpha Global Real Estate Invsmts C JACRX Global Real Estate Saratoga
Calamos Market Neutral Income I CMNIX Market Neutral Calamos
Nuveen International Growth C NBQCX Foreign Large Growth Nuveen
Thornburg Global Opportunities R5 THOFX World Stock Thornburg
Nuveen CA High Yield Municipal Bond A NCHAX Muni California Long Nuveen
T. Rowe Price Health Sciences PRHSX Health T. Rowe Price
American Funds 2025 Trgt Date Retire R3 RCDTX Target Date 2021-2025 American Funds
MFS? Equity Opportunities R2 SRFEX Large Blend MFS
JHancock Disciplined Value Mid Cap R4 JVMTX Mid-Cap Value John Hancock
Vanguard Wellington? Admiral? VWENX Moderate Allocation Vanguard
American Century One Choice 2050 Inv ARFVX Target Date 2046-2050 American Century Investments
USAA World Growth USAWX World Stock USAA
Johnson Enhanced Return JENHX Large Blend Johnson Mutual Funds
Goldman Sachs Emerging Market Debt IR GSIRX Emerging Markets Bond Goldman Sachs
VY Morgan Stanley Global Franchise S IVGTX World Stock Voya
American Beacon Balanced Y ACBYX Moderate Allocation American Beacon
American Beacon Bridgeway Lg Cp Val Inst BRLVX Large Value American Beacon
Lazard International Strategic Eq Instl LISIX Foreign Large Blend Lazard
ClearBridge Small Cap Growth IS LMOIX Small Growth Legg Mason
AllianceBern High Income Advisor AGDYX Multisector Bond AllianceBernstein
Oppenheimer Rochester? NC Municipal Y OPCYX Muni Single State Long OppenheimerFunds
AllianceBern High Income I AGDIX Multisector Bond AllianceBernstein
American Beacon Bridgeway Lg Cp Val C BWLCX Large Value American Beacon
Principal MidCap C PMBCX Mid-Cap Growth Principal Funds
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