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Mutual Fund Finder

Last update: 31-Dec-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
JPMorgan Equity Income Select HLIEX Large Value JPMorgan
Columbia Large Value Quantitative W RLCWX Large Value Columbia
SunAmerica Focused Dividend Strategy B FDSBX Large Value SunAmerica
Schwab Fdmtl US Lg Co Idx SFLNX Large Value Schwab Funds
Putnam Equity Income R6 PEQSX Large Value Putnam
Vanguard Equity-Income Adm VEIRX Large Value Vanguard
JPMorgan Large Cap Value R6 JLVMX Large Value JPMorgan
Diamond Hill Select Y DHTYX Large Value Diamond Hill Funds
AllianceBern Growth and Income I CBBIX Large Value AllianceBernstein
JHancock Disciplined Value I JVLIX Large Value John Hancock
Putnam Equity Income R5 PEQLX Large Value Putnam
Federated MDT Stock Svc FSTKX Large Value Federated
Columbia Large Value Quantitative R RLCOX Large Value Columbia
Federated MDT Stock Instl FMSTX Large Value Federated
Vanguard Equity-Income Inv VEIPX Large Value Vanguard
Columbia Large Value Quantitative Z CVQZX Large Value Columbia
Robeco Boston Partners All Cap Val Instl BPAIX Large Value Robeco Investment Funds
JPMorgan Value Advantage Select JVASX Large Value JPMorgan
American Beacon Bridgeway Lg Cp Val Y BWLYX Large Value American Beacon
JPMorgan Equity Income B OGIBX Large Value JPMorgan
Columbia Large Value Quantitative K RLCYX Large Value Columbia
American Beacon Bridgeway Lg Cp Val Inst BRLVX Large Value American Beacon
SunAmerica Focused Dividend Strategy C FDSTX Large Value SunAmerica
JPMorgan Equity Income C OINCX Large Value JPMorgan
Delaware Value® Inst DDVIX Large Value Delaware Investments
JHancock Disciplined Value R2 JDVPX Large Value John Hancock
Voya Corporate Leaders Trust B LEXCX Large Value Voya
SunAmerica Focused Dividend Strategy A FDSAX Large Value SunAmerica
JPMorgan Value Advantage C JVACX Large Value JPMorgan
Delaware Pooled Large-Cap Value Equity DPDEX Large Value Delaware Investments
JPMorgan Equity Income R6 OIEJX Large Value JPMorgan
Northern Large Cap Core NOLCX Large Value Northern Funds
Columbia Large Value Quantitative I CLQIX Large Value Columbia
SunAmerica Focused Dividend Strategy W FDSWX Large Value SunAmerica
JHancock Disciplined Value R6 JDVWX Large Value John Hancock
JPMorgan Intrepid Value R6 JIVMX Large Value JPMorgan
JPMorgan Value Advantage Instl JVAIX Large Value JPMorgan
Columbia Select Large-Cap Value I CLVIX Large Value Columbia
Delaware Value® R DDVRX Large Value Delaware Investments
Fidelity® Large Cap Value Enhanced Index FLVEX Large Value Fidelity Investments
American Beacon Bridgeway Lg Cp Val Inv BWLIX Large Value American Beacon
SEI US Managed Volatility A (SIMT) SVOAX Large Value SEI
SEI US Managed Volatility Y (SIMT) SUSYX Large Value SEI
Putnam Equity Income Y PEIYX Large Value Putnam
Boston Partners All Cap Value Inv BPAVX Large Value Robeco Investment Funds
DFA Tax-Managed US Marketwide Value DTMMX Large Value Dimensional Fund Advisors
MassMutual Premier Disciplined Value R4 MPIRX Large Value MassMutual
Becker Value Equity Retail BVEFX Large Value Becker
MassMutual Select Fundamental Value Adm MFULX Large Value MassMutual
Sound Shore Investor SSHFX Large Value Sound Shore
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