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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
Columbia Dividend Opportunity K RSORX Large Value Columbia
Delaware Pooled Large-Cap Value Equity DPDEX Large Value Delaware Investments
JPMorgan Value Advantage C JVACX Large Value JPMorgan
Voya Corporate Leaders Trust B LEXCX Large Value Voya
Columbia Dividend Opportunity I RSOIX Large Value Columbia
Catalyst Insider Buying I INSIX Large Value Catalyst Mutual Funds
JHancock Fundamental Large Cap Value C JFVCX Large Value John Hancock
Federated MDT Stock Instl FMSTX Large Value Federated
Northern Large Cap Core NOLCX Large Value Northern Funds
Catalyst Insider Buying C INSCX Large Value Catalyst Mutual Funds
SunAmerica Focused Dividend Strategy C FDSTX Large Value SunAmerica
DFA Tax-Managed US Marketwide Value II DFMVX Large Value Dimensional Fund Advisors
JHancock Disciplined Value I JVLIX Large Value John Hancock
American Beacon Bridgeway Lg Cp Val Inv BWLIX Large Value American Beacon
JHancock Fundamental Large Cap Value I JFVIX Large Value John Hancock
RidgeWorth Large Cap Value Equity IS STVZX Large Value RidgeWorth
Delaware Value? R DDVRX Large Value Delaware Investments
American Beacon Bridgeway Lg Cp Val A BWLAX Large Value American Beacon
American Beacon Bridgeway Lg Cp Val Y BWLYX Large Value American Beacon
Vanguard Equity-Income Inv VEIPX Large Value Vanguard
American Beacon Bridgeway Lg Cp Val C BWLCX Large Value American Beacon
American Beacon Bridgeway Lg Cp Val Inst BRLVX Large Value American Beacon
Mount Lucas US Focused Eq I BMLEX Large Value DundeeWealth Funds
JPMorgan Equity Income Select HLIEX Large Value JPMorgan
Vanguard Equity-Income Adm VEIRX Large Value Vanguard
Becker Value Equity Retail BVEFX Large Value Becker
SunAmerica Focused Dividend Strategy B FDSBX Large Value SunAmerica
Vanguard High Dividend Yield Index Inv VHDYX Large Value Vanguard
JPMorgan Value Advantage Select JVASX Large Value JPMorgan
Poplar Forest Partners Institutional IPFPX Large Value Poplar Forest Capital
Columbia Large Value Quantitative I CLQIX Large Value Columbia
JHancock Disciplined Value R6 JDVWX Large Value John Hancock
SunAmerica Focused Dividend Strategy W FDSWX Large Value SunAmerica
JPMorgan Intrepid Value R6 JIVMX Large Value JPMorgan
JPMorgan Value Advantage Instl JVAIX Large Value JPMorgan
Columbia Select Large-Cap Value R5 SLVIX Large Value Columbia
American Funds Washington Mutual R4 RWMEX Large Value American Funds
Nuance Concentrated Value Institutional NCVLX Large Value Nuance Investments, LLC
Loomis Sayles Value N LSVNX Large Value Natixis Funds
Voya Large Cap Value Portfolio S IPESX Large Value Voya
American Funds American Mutual F2 AMRFX Large Value American Funds
Vanguard Russell 1000 Value Index I VRVIX Large Value Vanguard
MassMutual Premier Disciplined Value Svc DENVX Large Value MassMutual
INTECH U.S. Value T JRSTX Large Value Janus
Great-West Putnam Equity Income Init MXQIX Large Value Great-West Funds
JPMorgan Intrepid Value R2 JIVZX Large Value JPMorgan
American Funds American Mutual R6 RMFGX Large Value American Funds
TCW Relative Value Dividend Apprec I TGDFX Large Value TCW
Homestead Value HOVLX Large Value Homestead
Columbia Diversified Equity Income I ADIIX Large Value Columbia
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